Auditing in Salesforce is the process of carrying out a thorough inspection of the Salesforce CRM. Salesforce auditors check the performance of setup, identify data risk issues, and perform various other activities that help in keeping the CRM risk efficient and risk-free.
Salesforce offers several built-in auditing features that help users in detecting potential data risks, unexpected changes, and usage trends. If you do not have access to an auditor, then you can avail Salesforce Free Audit Services of leading partners like Damco.
A Salesforce auditor performs assessment on the following features to find out possible vulnerabilities in data:
1. Record Modification Fields
The business processes in Salesforce are built on hundreds of thousands of objects and fields that store and retrieve data in Salesforce. Since these fields are automated, any changes in it will also present the name of the admin or user who made those changes. On the basis of this, a Salesforce auditor identifies unexpected field modifications and makes suitable corrections.
2. Login History
Salesforce auditors also monitor the login history of a system to find out the successful and unsuccessful attempts done over a period. This data is critically analyzed since it showcases the security status of a system. Salesforce assessment professionals can track the login history for a maximum duration of 6 months.
3. Field History Tracking
In Salesforce, you can audit individual fields to find out if there are any changes in it. While all the custom objects in Salesforce allow auditing, only a few standard objects allow field history tracking. With this facility, Salesforce Audit professionals can track objects including Accounts, Cases, Contacts, Leads, Solutions, Campaigns, etc.
4. Setup Audit Trail
The Audit trail presents you with a sequence of events that occurred over a duration. With Setup Audit Trail, auditors are able to know the changes made to a system/data configuration by an admin or a group of admins. This helps firms that have to employ multiple admins.
Bottomline
Auditing helps organizations to gain better visibility and understanding of data. With Salesforce Audit Services, firms can identify unwanted modifications, underperforming processes, and data risks. Moreover, auditing is a great step to know the possible enhancements that you can make to improve the business outcomes.