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50-Point Salesforce Audit Checklist
The comprehensive checklist Salesforce admins and consultants use to audit orgs. Covers security, permissions, data access, automation, and compliance.
What's Inside
10 checks
Security & Authentication
MFA, password policies, session settings, IP restrictions, and login security.
10 checks
User Access & Permissions
Profiles, permission sets, role hierarchy, and least-privilege enforcement.
8 checks
Data Access & Sharing
OWD settings, sharing rules, field-level security, and record access.
8 checks
Automation & Code Quality
Flows, triggers, Apex code coverage, and automation best practices.
7 checks
Monitoring & Audit Trails
Field history tracking, event monitoring, login history, and API usage.
7 checks
Compliance & Governance
Data classification, retention policies, connected apps, and certificates.
Why Use This Checklist?
Catch security gaps before auditors do
Standardize your audit process across orgs
Prepare for SOC 2, HIPAA, or ISO 27001
Onboard new admins with clear audit steps
Identify permission sprawl and over-provisioning
Document compliance evidence for stakeholders