SyncOnAI360

Use case: org audit

How to audit a Salesforce org, with evidence for every finding.

Connect the org, run the audit, and get a graded, evidenced list of what is wrong, what it costs to fix and what to do first.

Audit your org freeSee the audit

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

In one paragraph

Auditing a Salesforce org with SyncOnAI 360 means connecting it and reading an audit of 55 checks across twelve scored sections. Every finding carries the evidence behind it, a severity, an effort band and a cost at a stated rate, and the result can be shared as a read-only report or turned into a priced statement of work.

Checks in every audit
55Checks in every audit
Sections scored separately
12Sections scored separately
Default rate behind each estimate, changeable
$150/hDefault rate behind each estimate, changeable
Finding with its evidence
EveryFinding with its evidence

01The problem

Why most Salesforce audits take weeks and prove little

A manual audit is a consultant clicking through Setup with a checklist. It takes weeks, depends on who did it, and ends in a slide deck whose claims nobody can check.

  1. 01

    Weeks of clicking

    Every object, Flow, class and permission set is inspected by hand.

  2. 02

    Opinion, not evidence

    Findings say what someone thought, not what proves it.

  3. 03

    No price

    Without an effort and cost, findings never become a plan.

  4. 04

    Out of date at once

    The org changes the week after the audit is delivered.

02run

What does a Salesforce org audit check?

55 checks in twelve sections, including automation and Flows, permissions and security, Apex and code, fields and data quality, limits and performance, packages, change intelligence and AI readiness. Some checks read the synced metadata; live checks read user and login history and the last thirty days of the Setup Audit Trail.

Each section is scored on its own, so a strong data model does not hide weak security, and the health score reports its confidence and coverage separately.

  • Twelve scored sections
  • Metadata and live usage checks
  • Confidence and coverage stated

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

03evidence

What does each audit finding contain?

The evidence behind it, such as the Flows that share a trigger or the permission grants that create the exposure, a severity, and an effort band of minutes, hours or days priced at a stated rate you can change.

Findings are written in plain language, so a client or a manager can follow them without reading metadata, and every one opens to the evidence for anyone who wants to check.

  • Evidence you can open
  • Severity and effort
  • Cost at a stated rate

Org Audit

Acme Production · last run 6 minutes ago

Grade C

Priced at $150 an hour, shown on screen

  • Admin user inactive for 90+ days

    critical Minutes

    $75

  • Flow has no fault path

    high Hours

    $600

  • SOQL query inside a loop

    high Hours

    $600

  • Production change made outside the pipeline

    high Hours

    $600

  • Three record-triggered Flows on Case

    medium Days

    $2,400

5 selectedCreate statement of work

04act

What do you do with the audit results?

Share the audit as a read-only link that expires and can be withdrawn. Turn selected findings into a priced statement of work in one step, or into work items on a project board, carrying their evidence and estimate.

Fix findings through the AI and the builders, ship the fixes as approved proposals, and run the audit again: each fixed finding is marked verified fixed, or regressed if it came back.

  • Share read-only
  • Statement of work or work items
  • Re-audit to verify

Org Audit

Acme Production · last run 6 minutes ago

Grade C
high

SOQL query inside a loop

Drafted a fix for OpportunitySync.cls: one query before the loop, results mapped by Id. Validated against the org. Proposal waiting for approval.

  1. Detected

  2. Fix proposed

  3. Fix deployed

  4. Verified fixed

05keep

How do you keep the audit current?

The org refreshes every six hours and on demand, and the audit can be run again whenever it is needed. Review history keeps every past review, so scores and findings can be compared over time.

That turns the audit from a one-off document into a running measure of the org.

  • Six-hour refresh
  • Run again any time
  • Every review kept

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

06How it works

How to audit a Salesforce org

From connection to a plan in one sitting.

  1. 01

    Connect

    Authorise the org, or a sandbox copy, with Salesforce OAuth.

  2. 02

    Sync

    Metadata and source are read in the background.

  3. 03

    Audit

    Run the 55 checks and read the graded sections.

  4. 04

    Prioritise

    Sort findings by severity and effort.

  5. 05

    Act

    Share, price, plan, fix and re-audit.

07Checklist

Before you audit a Salesforce org

  • Decide whether to audit production or a recent sandbox, and get an admin to authorise the connection.
  • Agree who will read the results and who decides what gets fixed.
  • Check the hourly rate used for estimates matches your own, and change it if not.
  • Read the weakest sections first rather than working through findings in order.
  • Open the evidence behind any finding you plan to act on or present.
  • Note which checks were skipped and why, so nobody reads a gap as a pass.
  • Share the result as a read-only link and set a date to run the audit again.

08Before and after

A Salesforce audit, manual versus SyncOnAI 360

Without

With SyncOnAI 360

Weeks of clicking through Setup

Minutes after the sync completes

Findings as opinions

Findings with evidence

No effort or cost

Effort and cost at a stated rate

A deck that goes stale

Re-audits that verify each fix

09Who uses it

Who runs an org audit

ConsultanciesOpen a client relationship with an evidenced assessment and a priced plan.Salesforce adminsFind out what is wrong in your own org before someone else does.ArchitectsStart a review from scored sections and evidence.IT leadersMeasure the health of every org in the estate the same way.

10Questions

Frequently asked questions

The first sync of a large org takes several minutes in the background; the audit runs on the synced org.

No. It reads. Changes only happen through proposals you approve.

Yes. Connect a sandbox; live usage checks reflect that sandbox's own users and history.

Yes. The default rate is stated and can be changed.

Yes, as a read-only link that expires and can be withdrawn.

No. It reads metadata, plus user and login history and the Setup Audit Trail for the live checks.

No. Compliance mappings support a conversation with auditors; they do not certify the org.

Yes. Every plan includes every feature.

It says it was skipped. A skipped check never closes an open finding, and missing data is never reported as a pass.

Permissions, fields, Apex, Flows, legacy processes, limits, packages, compliance, adoption and AI readiness, scored in twelve sections.

11Keep exploring

Related

Org Audit55 checks, priced findings, a letter gradeOrg HealthHealth, confidence and coverage for every orgTurn an audit into a proposalFindings to a priced statement of workUnderstand an inherited orgGet your bearings in days, not monthsAudit to SOWFindings to a priced statement of workPricingEvery feature on every plan

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