Get expert Salesforce best practices audit services to evaluate your org and identify optimization opportunities. The Mercury Collective provides comprehensive audits to help you assess configuration quality, ensure compliance, improve workflows, and align your platform with industry standards.
Comprehensive Salesforce Best Practices Audit for Your Organization
Organizations need a thorough Salesforce audit to identify gaps and opportunities. When configuration issues go undetected, your team loses confidence in data quality, security risks emerge, and process inefficiencies start to compound.
Hidden Configuration Issues and Compliance Gaps
Outdated field definitions, unused objects, permission misconfigurations, and automation gaps keep accumulating—while your internal team lacks the bandwidth to assess them.
Conducting an Audit In-House Is Too Time-Consuming
You need a comprehensive evaluation of your Salesforce environment, but conducting a thorough audit requires specialized expertise and significant internal resources.
Unoptimized Configurations Limit Growth
Inefficient field structures, poor data governance, and misaligned automation create friction across sales, service, and operations.
Your Salesforce Audit Reveals Critical Areas for Improvement
Our comprehensive audit evaluates your Salesforce org across six key areas, providing actionable insights and a clear roadmap to optimize performance. Here's what we examine:
We conduct a comprehensive discovery session to define audit scope, identify critical business processes, establish compliance framework requirements (SOC 2, ISO 27001, GDPR), and configure our proprietary assessment tools to align with your organization's unique architecture and priorities.
2
Deep Technical Assessment
Our certified experts deploy advanced scanning tools and manual assessment methodologies to evaluate platform configuration, security posture, data architecture, user access controls, and integration patterns. We assess 200+ technical criteria across security, performance, compliance, and operational excellence frameworks.
3
Comprehensive Report & Roadmap
Receive a detailed technical audit report with risk scoring (Critical/High/Medium/Low), executive summary, detailed findings documentation, remediation guides, and a prioritized 90-day implementation roadmap. Includes compliance gap analysis, cost-benefit projections, and resource allocation recommendations.
Included in Salesforce Best Practices Audit
Your audit includes a comprehensive evaluation of your org's configuration, security, data quality, and alignment with Salesforce best practices.
Org Assessment
Deep dive into your configuration, customizations, and technical setup.
Best Practices Review
Identify gaps between your current setup and industry standards.
Security & Compliance
Evaluate permissions, access controls, and compliance requirements.
Data Quality Analysis
Assess data integrity, duplicates, and governance practices.
Automation Review
Evaluate Flows, processes, and automation effectiveness.
Reporting & Insights
Review reporting strategy and dashboard alignment with business needs.
Why Teams Choose The Mercury Collective
We provide Salesforce best practices audits that are thorough, actionable, and focused on real improvements—not generic assessments that lack practical value.
Certified Salesforce audit specialists
Comprehensive evaluation frameworks
Detailed audit reports with clear findings
Dedicated audit lead
Actionable recommendations prioritized by impact
Quick turnaround on audit delivery
Frequently Asked Questions
Still have questions? Here are a few common ones about Salesforce best practices audits.
What does a Salesforce best practices audit include?
Is a Salesforce audit a good fit for small or mid-sized businesses?
Can you audit an existing Salesforce setup?
How detailed is the audit report?
How quickly can an audit be completed?
How is this different from hiring a Salesforce consultant?
What deliverables do you get from a Salesforce audit?
A Salesforce best practices audit evaluates your org's configuration, security, data quality, automation, and alignment with industry standards. That includes assessing your current setup, identifying gaps, and providing a prioritized roadmap for improvements.
Yes. It's a strong fit for companies that want to understand their Salesforce environment and identify improvement opportunities without committing to ongoing implementation work. Small and mid-sized businesses especially benefit from audit insights that help maximize their Salesforce investment and establish scalable processes for future growth.
Yes. Mercury can audit existing orgs by evaluating your current configuration, identifying best practices gaps, and recommending improvements to optimize your setup. We work with orgs of all ages and complexity levels, from new implementations to mature systems requiring modernization.
Very detailed. Our audit reports include findings, best practices gaps, security and compliance observations, and a prioritized roadmap with specific recommendations.
Mercury is positioned to complete audits efficiently and deliver comprehensive findings within a predictable timeframe.
A Salesforce best practices audit gives you certified expertise and a clear understanding of your org's strengths and improvement opportunities—without the cost or commitment of ongoing consulting.
You receive a comprehensive audit report with executive summary, detailed findings, prioritized recommendations, and implementation roadmap. Additional deliverables include security assessment, data quality analysis, performance optimization suggestions, compliance checklist, and a 90-day action plan. All recommendations include effort estimates and business impact assessments to help prioritize improvements.
Flexible Monthly Support, Built to Scale
Mercury offers flexible support packages for businesses that need ongoing Salesforce administration without long-term contracts. If you’re not sure which level of support fits your team, we’ll help you choose the right plan.
