SyncOnAI360

Salesforce glossary

What is Salesforce org audit?

A structured review of an org's state

  • Also: Salesforce health check
  • Also: org assessment

Definition

A Salesforce org audit is a structured review of an org's configuration, code, security and usage that produces findings about what is wrong and what to fix. The useful ones attach evidence to each finding and estimate the effort to fix it.

01Why it matters

Salesforce org audit in practice

Audits are the starting point for cleanup, security reviews and consulting engagements, but manual audits take weeks and go stale quickly.

02In SyncOnAI 360

How it shows up in the product

SyncOnAI 360 audits an org against 55 checks in twelve scored sections, with evidence, severity, effort and cost for each finding, and turns selected findings into a priced statement of work.

Start in 5 minutes. No card required.

Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.

  • Anthropic
  • OpenAI