Getting Your Salesforce Org Audit-Ready (1)

Optimizing Your Salesforce Org

Apr 6, 2021 9:53:17 PM / by Nicole Dawes

How to better understand the customizations, dependencies, and access controls in your Org — and how to keep them optimized for audit.

Topics: Salesforce

Nicole Dawes

Written by Nicole Dawes

Salesforce’s flexibility makes it easy to adapt and evolve as business needs change. It’s a great way to work — until compliance comes into scope. The first step in getting a mature Org ready for audit is to determine which customizations are needed and which can be safely deleted. Ultimately, the cleaner and more streamlined your Org, the easier it will be to produce reports that keep your auditors happy.

In this webinar, we discover how to better understand the customizations and dependencies in your account — from there, we cover how to automate your processes for increased Org performance.  


  • Mapping customizations and dependencies
  • Profiles/Permission Sets: Who has access to what?
  • Fields used as filters in reports
  • Cleaning up unused customizations

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