Services - Audit

Before you build anything else, get the facts.

Cloud Connects Audits help you understand exactly what’s working, what’s not, and what needs to change inside your Salesforce ecosystem.
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Fast, Focused, and Built for ROI

In just a few weeks, you’ll know what’s costing you time, money, and sanity—and what to do about it.

No Guesswork, No Fluff

We document the current state, map out the gaps, and back it all with real business logic.

You Call the Shots

Get a roadmap you can execute with us—or on your own. No strings attached.

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Something feels off in your Salesforce org—clunky workflows, confusing reports, and low adoption. But before you burn it all down or layer on more tools, let’s figure out what’s really going on.

An Audit from Cloud Connects gives you the clarity to act confidently. We dig into your system, your processes, and your priorities to find the disconnects—and then we map out a path forward. It’s not just a health check. It’s a starting point for smarter decisions, faster wins, and better use of the platform you’re already paying for.
Benefits

Here’s what we can promise you.

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Gap Analysis That Doesn’t Pull Punches
We call out the good, the bad, and the “who built this?”—with clear, jargon-free documentation.
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Roadmap with Pricing & Timelines
You’ll walk away with concrete recommendations, realistic budgets, and actual delivery timelines.
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Unbiased, Expert Eyes on Your Org
No sales pitch disguised as an audit. Just clear-eyed, expert insight from people who live oin this platform every day.
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Team & Process Evaluation
We don’t just audit your tech—we assess your internal setup to make sure people and processes can scale with it.
3 Essential Salesforce Hacks

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Process

Our recipe for success Is Simple.

Guidance for growth drives all our services, offering strategic direction beyond simple implementation to help companies reach their next level.

1
Book a Discovery Call
We’ll talk through your current challenges and determine what areas need the most attention.
2
Align on Scope
You’ll get a fixed price, timeline, and clear understanding of deliverables before we start.
3
Run the Audit
We dig in across systems, teams, and processes—then deliver the insights, roadmap, and recommendations you need to move forward.
Your gut says something’s broken. We’ll prove it—or rule it out.
A Cloud Connects Audit uncovers what’s holding your system (and your team) back—and gives you a clear plan to fix it.
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How long does a Salesforce audit take?
Most audits are completed in 2–3 weeks, depending on the complexity of your organization. You’ll get a full findings report, roadmap, and next-step recommendations.
We evaluate your Salesforce setup (objects, automation, users, permissions), analyze team processes, and document current pain points. Then we deliver a full gap analysis and action plan.
Yes. You’ll get detailed recommendations with effort estimates, pricing (if we deliver it), and suggested timelines—so you can prioritize based on ROI.
Yes, but only for the duration of the audit. We’ll work with you on access protocols, documentation handoff, and any internal reviews required.
That’s fine by us. The audit is a standalone engagement. Use it however you want—we’re just here to help you make better decisions.
Audit

Frequently asked Questions