From data integrity to scalability, we assess every layer of your Salesforce setup to ensure it’s ready for growth, AI, and what comes after.
Engagements
Team
U.S. Consulting Leadership
across users and data.
through cleanup, rationalization, and unused feature analysis.
with fewer post-release issues and less firefighting.
teams can trust in every executive review
Even well-built Salesforce orgs lose efficiency as teams grow, tools change, and configurations multiply. Most problems stem not from poor setup, but from years of small, unchecked decisions.
As teams and tools grow, new features, users and automations get added without clear control. This adds to clutter and messy data, slowing down teams
Duplicate records and poor validation rules make reporting unreliable and dashboards meaningless.
Permissions quietly expand over time, creating compliance and security risks few notice.
Too many tools, integrations, quick fixes and customizations make Salesforce heavy and hard to manage.
At CUBE84, we help you regain visibility, integrity, and control. Every audit identifies what’s misaligned and delivers a clear roadmap to restore performance and trust in your Salesforce environment.
A Clear, Structured Review, Built Around What Matters Most
We start by understanding how Salesforce supports your business including your vision, goals, and what success looks like ahead. We review current processes, data flows, integrations, and team usage to identify where the system aligns or drifts from your objectives.
We evaluate configuration, data models, security, automation, and integration points, benchmarking each area against Salesforce best practices and current release standards.
We validate field usage, duplicates, sharing models, and permission hierarchies to identify accuracy and compliance gaps.
We assess query performance, API usage, and storage efficiency to determine readiness for growth, AI, and multi-cloud expansion.
Every audit concludes with a prioritized roadmap — what to fix now, what to optimize next, and what to plan for later.
A Partner Who Understands Both the Systems and the Stakes
We offer two approaches to match the scale and complexity of your Salesforce environment.
Each audit delivers clarity, actionable insight, and a roadmap that aligns technology with business goals.
Best for: Smaller organizations or simpler Salesforce setups that need a focused review and quick wins.
Duration: 10–15 hours
The audit delivers a clear view of what’s working, what’s not, and how to get Salesforce back on track, all without a full-scale review.
Schedule a Salesforce Audit Consultation. We’ll review your org, highlight performance gaps, and deliver a clear, actionable plan for improvement.
