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As you build your Org, complexity grows and even simple development activity can get complicated. To make changes safely, you need to be able to see how Objects and fields are connected. For example, if you are going to make a change to a field in the Account Object, you need a list of all the reports, layouts, formula fields, dashboards, etc. that reference it — in other words, anything that could be affected when you make that change. 

One of our customers, a devops software company running NetSuite as their CRM, came to our Customer Success team with something slightly different than usual — they came to us with a solution!

Welcome back to the last installment in our three-part blog series, “When Salesforce Meets SOX!”  If you missed the earlier posts, here's part one, about access control, and part two, covering metadata. 

Today, we’re covering configuration data, with a specific focus on Salesforce CPQ and related applications.

Today in our ongoing look at SOX compliance in Salesforce, we’re talking metadata. We kicked off this blog series last week by discussing access control — if you missed that post, check it out here. 

To effectively meet SOX requirements for the Salesforce platform, it's critical that you narrow the scope of inquiry. System documentation and dependency analysis will help you understand which objects and automation touch revenue-related processes, but that’s only part of what your auditors are concerned about. They’ll also want to see that you have a system for monitoring and managing changes to that metadata.

We’re seeing more and more that SOX auditors are turning their attention to Salesforce systems. It’s a trend we’ve noticed for some time, but there’s still a lot of uncertainty about what’s in scope and what isn’t.

Part of the problem is that most of Salesforce — things like marketing operations, for example — don’t touch revenue-related data and, as a result, they aren’t of concern to SOX auditors. But apps like CPQ and Billing can impact rev ops. And increasingly, auditors are asking Salesforce teams to prove they’re managing them in a compliant manner. 

Details and Customer FAQs

Big news — we’re joining the Netwrix family! We’re very excited to announce that we are joining forces with Netwrix, a cyber security company that makes compliance and data security easy for businesses. 

We are very excited about this acquisition, but we know our customers may have some questions.  We've prepared this FAQs to answer the most frequent questions regarding this change you may have. 

Between licensing fees, consultants' fees, auditors' fees and more, your ERP system is a big investment. If you're like a lot of our customers, you're under a lot of pressure to justify those costs and show a clear ROI for any software you purchase on top of it. 

How dependency reports saved a Strongpoint customer hours of work 

There's no question — 2020 was a year unlike any other. But amidst all the uncertainty, many of our customers have achieved some significant milestones. And as this crazy year draws to a close, we think it’s worth celebrating those successes!