Find Your Way Forward with an Audit

Self-help tools are great, but sometimes you need the help of experts to diagnose what’s wrong and recommend improvements to get the results you require. Whether you need a standard audit or a custom-quoted full-system deep-dive, we can help define your path forward.

50+ Audits Completed

98% Conversion Rate

Can an Audit Help You?

  • Does your team struggle with time-consuming and manual processes, low user adoption, and lack of confidence in your data?
  • Do you encounter similar issues over and over?
  • Is your backlog getting out of control?
If you answered yes to any of these questions, it's time for a diagnosis.

An Audit Can Help When

  • Pages take too long to load.
  • Enhancements are difficult or cause more problems.
  • Your Salesforce implementation dates back years.
  • Salesforce is no longer delivering the results it once did.
  • You lack the time and resources to identify the root causes of your Salesforce challenges.
  • Your business has evolved and your Salesforce setup no longer aligns with current needs.
  • You would like to get external professional advice.
  • You plan to grow and you want to ensure that Salesforce can support this expansion.
  • You are seeking the best strategies to maximize the benefits of new Salesforce features.

Why CUBE84?

At CUBE84, we stand out as the top choice for your Salesforce Audit needs because:

Tailored to Your Needs

We understand that every organization is unique. That's why we tailor our audit offerings and our approach within every audit we conduct to meet your specific needs.

Experienced and Thorough

Our commitment to thoroughness sets us apart. We delve deep into your Salesforce ecosystem, beyond just a Health Check, not just to identify issues but to understand your goals and business processes. Our Solution Architects and Business Analysts have you covered.

Personalized and Specific

We don't believe in one-size-fits-all solutions. Our highly specific solutions provide exceptional value for money. You will walk away knowing each recommendation addresses your unique needs, supported by concise, tailored reports.

Affordable with No Obligation

We understand the importance of cost-effectiveness. Our services are incredibly affordable and there is no obligation to proceed with our recommendations or our help. You decide how to move forward.

What Can You Expect with a CUBE84 Audit?

Unlock the power of your Salesforce instance with our comprehensive audit process, designed to enhance visibility and provide actionable solutions, incorporating best practices, and a clear roadmap for improvement.










Health Check

Our Salesforce assessment evaluates your instance's well-being and security, including data protection, user access, authentication, encryption, compliance, and security practices.


Enhanced Visibility

We boost your Salesforce insight with customized reports, offering metrics on user adoption, performance, security, and monitoring.


In-Depth Exploration

We dive into your business, gathering essential Salesforce information through interviews and data collection.


Immediate Issue Resolutions

We provide actionable solutions for performance issues, process gaps, and bottlenecks.


Streamlined Processes

We incorporate best practices and recommend ways to align Salesforce with your business processes, mapping improvements, suggesting automation, and improving user interfaces.


Detailed Findings

We document findings and prioritize solutions based on impact and severity.


Clear Roadmap

Our audit offers a roadmap with prioritized recommendations, timelines, cost estimates, and long-term enhancement phases.

Which Audit is Right for You?

We offer two options, Standard Audit and Advanced Audit. Here’s a more detailed look at both. Which audit best suits your needs?

Standard Audit

  • Ideal for smaller companies or simpler setups, offering a focused analysis and recommendations for improvement.
  • Set duration of 10-15 hours.

Advanced Audit

  • Designed for larger or more complex organizations, providing an in-depth examination and comprehensive solutions.
  • Duration and price is estimated following mutual agreement on focus and scope.
  • Customized, based on the extent of work needed, the size of your organization and the complexity of your Salesforce setup, including factors such as the volume of clouds, automations (triggers, flows, multiple sales processes) and integrations.

Get started with your audit today!


When do I need a Salesforce Audit?
Can I perform this audit in-house?
How much will it cost?
What will my Audit report include?
Is technical support available to implement the findings of the Audit?