Salesforce Implementation Audit


Audit9 - Cloud Architects

This post provides an outline approach to consider when performing an internal audit of an existing (or emerging) Salesforce implementation. As an individual who specialises in the provision of such quality assurance services from an external perspective, I’m convinced that most projects would benefit from a periodic internal review, perhaps augmented by some occasional external perspective and insight (Salesforce services can help here). However this is approached, in the majority case the internal project team will have the requisite experience and competency to deliver such an introspective review, the challenge is often one of finding the right time, or indeed any time, to conduct it. This is why a retrospective build review should be planned every 3 or 4 sprints (or thereabouts – projects differ) with a full implementation audit scheduled every release. The principal being that whilst the build is in flight, periodic sense checks are made on key…

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