Three things about sox and salesforce-1

Three Things You Need to Know About Salesforce and SOX

Mar 24, 2021 3:11:36 PM / by Nicole Dawes

Learn what auditors are looking for, and how to get your Org ready without overburdening your team.

Topics: Salesforce

Nicole Dawes

Written by Nicole Dawes

Maybe you’ve heard the horror stories from other Salesforce teams. Maybe your audit leadership has warned you that Salesforce is in scope for SOX. Either way, you know you need to be concerned about how you're managing critical changes in your Org.

More and more, we are seeing that Salesforce is in scope for SOX compliance. For many organizations, the opportunity-to-cash process begins on the platform, whether or not they integrate with their ERP later. 

We’ve worked with some of the hottest unicorn companies running Salesforce, many of which were in exactly the same position you’re in now. We know what auditors are looking for, and we can help you get your Org ready without overburdening your team.

This webinar is ideal for IT, Finance or Audit leadership concerned about Salesforce SOX compliance.

 

Our Agenda

Access

  • Who can see and do what on the platform?
  • Who has critical levels of access? 
  • Controlling for changes to access and permissions

Metadata

  • What’s in scope: revenue-related objects and business critical processes
  • Understanding, managing and controlling changes 
  • Proving visibility to auditors

Configuration Data

  • What’s in scope: CPQ and Billing applications; data related to pricing, discount, approval, etc.
  • Managing and tracking changes to custom objects
  • Creating audit-ready reports

Many of these requirements are now in scope for SOX, and Salesforce teams are getting caught off guard when they come up. Taking the time to get proactive now can save you a lot of work and expense in the future.

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