Think Your Salesforce Setup is Optimized? Let’s Dive In

Unleash the full potential of your Salesforce environment with a comprehensive audit.

Address inefficiencies, enhance workflows, and align your CRM with business objectives to drive measurable growth.

Trusted by Businesses Driving Operational Excellence

Why a Salesforce Audit is Essential?

A well-audited Salesforce instance drives efficiency, accuracy, and scalability.

Learn More About the Audit Process

Identify gaps in system health and optimize performance and resources.

Ensure data quality and accuracy for reliable reporting and actionable insights.

Optimize automations and campaigns for better alignment with business goals.

Future-proof your CRM for growth and scalability.

What’s Included in Your Salesforce Audit

Our audit evaluates every component of your Salesforce environment to ensure it operates at peak efficiency.

System Health

Review storage usage, active users, and limits for objects to ensure your Salesforce edition and resources are optimized. Monitor error logs, Apex jobs, and batch processes while running the Salesforce Optimizer for deeper insights.

Data Quality

Identify and address duplicate records, validate data completeness, and enforce accuracy with active validation rules to maintain clean and reliable datasets.

Security & Access

Audit user roles, profiles, permission sets, and sharing rules to ensure proper access control and secure sensitive fields with field-level security.

Automation and Customizations

Streamline automation by evaluating flows, workflows, Apex classes and other automations in the system. Optimize custom objects, fields, and error-handling mechanisms for smooth operations.

Integrations

Ensure active integrations are functional, monitor API usage, and validate connected apps. Identify and resolve integration errors to maintain seamless data flow.

Reports and Dashboards

Archive unused reports and dashboards, validate report types, and ensure filters align with business objectives for effective analytics.

Why RevX?

RevX is a trusted Salesforce optimization partner with deep expertise in CRM management and revenue operations. Our audit service provides tailored, actionable insights that deliver tangible results.

Benefits :

Salesforce-certified specialists focused on measurable growth.
Customized recommendations aligned with your business goals.
Continuous support for seamless implementation and ongoing optimization.

See How Others Have Benefited From Their Salesforce Audits

RevX was a great partner for our MarOps audit. They did a great job comparing our marOps tech stack and processes to industry best practices. They identified key areas where we needed to make changes and investments as well as identifying which ones would have the most impact immediately and long term. The team was easy to work with and professional.

Gentry Craig

Director of Finance

PayIt

RevX offers incredible communication, is reliable, timely, and able to meet the demands of a busy agency setting. They have replaced our Salesforce specialist. They have helped us with different development issues on other platforms.

Joseph DeMers

Director - Demand Generation

Zignal Labs

Thanks to RevX’s efforts, we decreased our lead acquisition cost and improved our MarTech systems to fit our unique and demanding needs. The team is responsive, timely, and caring in their project management. Overall, they stand out for their expertise and humility.

Dan Klos

Founder and CEO

OutCo

Uncover What’s Holding Back Your Salesforce Performance

Contact our certified experts today and unlock the full potential of your Salesforce instance.

Start Your Audit Today

Think Your Salesforce Setup is Optimized? Let’s Dive In

Trusted by Businesses Driving Operational Excellence

Why a Salesforce Audit is Essential?