Free Salesforce Resource

Salesforce Org Audit Checklist
for complex orgs

A Salesforce-specific org audit checklist to review data model, Sales Cloud process, permissions, automations, dashboards, integrations, governance and AI readiness.

Find Salesforce org debt Review fields, objects, layouts, automations, reports and permissions that slow teams down.
Improve Sales Cloud trust Identify why pipeline, forecast, activity and account reporting are not reliable.
Reduce governance risk Spot unclear ownership, uncontrolled changes, permission issues and reporting standards.
Prepare for Data 360 and Agentforce Check whether CRM data, knowledge and process context are ready for AI and customer data initiatives.
Get your free Salesforce org audit checklist
Built for teams improving an existing Salesforce org or planning new Salesforce work.
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Salesforce Org Audit Checklist
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What is inside

A look inside the checklist

1. Data Model & Metadata
Objects and fields have clear purpose
Duplicate fields are identified
Account hierarchy is usable
Page layouts match team roles
+ more questions inside →
2. Sales Cloud Process
Stages and probability are governed
Opportunity data supports forecast
Activities show real progress
Sales dashboards answer manager questions
+ more questions inside →
3. Automation & Flows
Flows have owners and documentation
Validation rules match process
Old automation is retired
Errors are monitored
+ more questions inside →
4. Security & Governance
Permissions match job roles
Admins have change-control rules
Reports follow naming standards
Data ownership is clear
+ more questions inside →
5. Integration & AI Readiness
Source systems are identified
Sync errors are visible
Data quality supports analytics
Agentforce use cases have reliable context
+ more questions inside →

After the checklist

Turn the findings into action

salesforce health check
Use Celumai support when the checklist shows implementation, migration, governance or reporting gaps.
salesforce governance
Use Celumai support when the checklist shows implementation, migration, governance or reporting gaps.
salesforce agentforce readiness
Use Celumai support when the checklist shows implementation, migration, governance or reporting gaps.