SalesForce Audit

SalesForce Audit -
on the guard of your
technology and business

Salesforce Audit is your possibility to involve an independent party to assess your ecommerce website and infrastructure. At SoftLoft, we provide full website audit to reveal flaws and unlock new opportunities to level up the customer experience you provide.

During the Audits, We Have Solved

14 Instances of Streamlined Sales Processes
Diagnosed and remedied bottlenecks in sales workflows within Salesforce, leading to accelerated deal closures and enhanced customer interactions.
10 Situations of Enhanced User Engagement
Through meticulous examination and user interface improvements, we have overcome challenges in user engagement, fostering a more intuitive and productive Salesforce experience.
6 Cases of Advanced Customization
Identified and implemented advanced custom Salesforce configurations, propelling businesses to new heights of functionality and tailoring systems to precise organizational needs.
8 Examples of Data Management Optimization
Overhauled and optimized Salesforce data management practices, ensuring cleaner data, better segmentation, and more targeted marketing and sales efforts.
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Our SalesForce Audit Process

01. Discovery Stage
Defining the audit scope
Scenario 1. All-round Audit

We offer the most comprehensive audit scope to cover all health aspects of an ecommerce solution:

  • Performance
  • UX
  • Custom code injections
  • Frontend Backend
  • Code style
  • Security
Scenario 2. Targeted Audit

During the audit, we focus specifically on your pain points if you choose to audit one or several of the above-mentioned aspects.

02. Investigating the Current Solution

We make a quick examination of the target system:

  • Number of installed extensions
  • Customizations of Infrastructure architecture
03. Audit Stage
Audit Focus
Audit Impact
Performance Audit

Performance testing under normal circumstances and with the traffic exceeding the expected load. Result interpretation.

  • Reduced number of bounces caused by slow page loading.
  • Increased conversions.
  • Stable performance even during peak traffic load.
UX Audit

Assessment of the digital experience provided.

  • Ready-to-implement UX design solutions.
  • Enhanced user experience.
  • Longer dwell time and meaningful user journeys.
Code Audit

Adherence to coding standards and impact on website usability, performance and security

  • No bounces caused by errors on the website.
  • Smooth checkout with no issues occurring during logging in, promo code usage and payment.
  • Clean code that is easy to maintain and less expenses on development efforts.
Security Audit

Known vulnerabilities in your software are patched.

  • Your business is secured against known cyberattacks.
  • Sensitive business data is effectively protected.
Infrastructure audit

Known vulnerabilities in your software are patched.

  • Complete consistency between your business goals and IT capabilities.

Want to See an Example of Our Audit Report?


Client feedback

What our Clients Said About Us

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Your Questions, Our Answers

What is involved in a Salesforce Audit?

A Salesforce Audit involves a thorough review of your Salesforce setup, including configurations, customizations, data management, and overall system performance.

Why is a Salesforce Audit important for my business?

It ensures that you're leveraging Salesforce to its fullest potential, identifying gaps and areas for enhancement that can improve operations and customer relations.

How can a Salesforce Audit improve user adoption?

By streamlining processes and enhancing usability, an audit can lead to better user adoption and more effective use of the Salesforce platform.

What outcomes can I expect from a Salesforce Audit?

You can expect detailed recommendations for system improvements, best practice advice, and strategies for maximizing your Salesforce investment.

Will the audit disrupt my daily Salesforce operations?

No, our audits are designed to be non-disruptive, allowing for normal operations while we conduct our review.