We've audited a lot of Salesforce orgs, and there are things we find almost every time regardless of company size or industry or how long they've been on the platform. It's almost predictable at this point.
Unused Fields Everywhere
The average Salesforce org we audit has over 40% of its custom fields completely unused. Built by someone who left the company. Or built for a project that never launched. Or built just in case and never cleaned up. All of that clutter makes the platform slower and harder to use for the people who are actually in it every day.
Cleanup isn't glamorous work. But it makes everything else faster.
Automation That Conflicts With Other Automation
This is the scary one. When we're scoping Salesforce development services for a new client we always map out their existing automation before touching anything. Because it's common to find a workflow rule that fires on record creation and a Flow that fires on the same condition and a trigger that fires on update and all three are doing related things in ways that nobody fully documented. They can conflict. They can create loops. They can cause data corruption.
We've seen an account field get overwritten by three different automations in sequence. The last one wins and nobody knows which one that is until something breaks.
What a Healthy Automation Architecture Looks Like
One source of truth for each type of automation. Clear documentation of what fires when and why. A testing environment that mirrors production so you can catch conflicts before they hit live data. These aren't revolutionary ideas they're just good engineering practice applied to Salesforce.
Security and Sharing Settings That Are a Mess
Permission sets built on top of profiles built on top of other profiles. Sharing rules that nobody remembers creating. Field-level security that's inconsistent across similar roles. We find this constantly.
I had a client once who couldn't figure out why one specific user could see pricing data they shouldn't see. Took us about an hour to trace it back to a sharing rule from 2019 that had never been cleaned up. That user had changed roles twice since then. The rule just sat there quietly giving access to the wrong person.
What We Do After the Audit
We build a remediation roadmap. Prioritized by risk. Not everything needs to be fixed immediately. Some things are cosmetic and can wait. Others are data integrity issues that need attention this week.
We document everything. And we don't hand you a PDF and disappear. If you want to see how we approach audit and remediation projects reach out at OCloud Solutions.
FAQ
How do I know if my Salesforce org needs an audit?
If your team complains about slowness or confusion. If you're not sure what half your fields are for. If you've had staff turnover and don't have documentation. If automations seem to sometimes do unexpected things. Any of those is a signal.
What does a Salesforce org audit typically include?
Field and object analysis. Automation mapping. Security and sharing review. Performance checks. Code review if there's custom Apex. And a report that tells you what's actually going on and what to prioritize.
Can an audit break my existing setup?
The audit itself is read-only. We don't touch anything until we've mapped the full picture and agreed on a remediation plan with you.