Three Things You Need to Know About Salesforce and SOX
Don't get caught off guard when Salesforce is in scope
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.
The problem is your time is precious and your team is already working at full capacity. You need to know what to prioritize and how to get started. Fortunately, Strongpoint is here to help.
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.
Watch now:
This webinar is ideal for IT, Finance or Audit leadership concerned about Salesforce and SOX compliance.
In it, we look at the three areas of focus your auditors are most likely to be concerned about — access controls, metadata and configuration data. Then, we’ll show you how to automate key processes that will significantly reduce the work of getting ready for audit.
What users are saying about the number one SOX app for Salesforce:
"Audit controls made easier"
—⭐⭐⭐⭐⭐ AppExchange review
“Strongpoint is a compliance dream”
— ⭐⭐⭐⭐⭐ AppExchange review
Our Agenda
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.
As a result, auditors are starting to pay attention. So what are they looking at?
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Access
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- Who can see and do what on the platform?
- Who has critical levels of access?
- Controlling for changes to access and permissions
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Metadata
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- What’s in scope: revenue-related objects and business critical processes
- Understanding, managing and controlling changes
- Proving visibility to auditors
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Configuration Data
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- 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.