Salesforce is a powerhouse for businesses—helping teams manage customers, close deals, and grow revenue. But as organizations scale, Salesforce can get messy. Duplicate data, outdated workflows, and hidden security gaps can slow you down, frustrate users, and even put sensitive information at risk. That’s where Hexaview’s Salesforce Audit Framework comes in—designed to make your Salesforce org smarter, safer, and more efficient.
Keeping Your Data Clean and Reliable
Imagine trying to make business decisions using messy, incomplete, or outdated data. Sounds risky, right? Hexaview starts every audit by diving deep into your Salesforce data landscape. From migrating data from old systems to cleaning duplicates and validating records, every step is carefully checked.
This ensures that relationships between data points stay intact and governance standards are maintained. For BFSI and FinTech organizations, where compliance is non-negotiable, this means accurate data you can trust—every time.
Fortifying Security Without the Headache
Security breaches can happen in an instant, and keeping your Salesforce environment compliant can feel overwhelming. Hexaview’s Salesforce security audit simplifies this by evaluating settings, identifying vulnerabilities, and ensuring compliance with ISO 27001 and SOC 2 standards.
From role-based access controls to encryption and continuous monitoring, Hexaview leverages AI tools for proactive threat detection and automated compliance reporting. The result? Your sensitive data is protected, and your team stays audit-ready—without the stress of endless manual checks.
Streamlining Workflows and Automations
Inefficient workflows can slow down employees and create frustration. Hexaview’s Salesforce workflow and automation audit identifies outdated processes like Workflow Rules and Process Builders and upgrades them to modern Flow Builder and Apex automations.
The audit also eliminates redundant logic and introduces AI-powered workflows that help with case summaries, next-best-action suggestions, and intelligent triage—all while keeping humans in control. The outcome is smoother processes, happier users, and more time for high-value work.
Real Results That Matter
Hexaview’s Salesforce Audit Framework isn’t just about checking boxes—it delivers tangible business impact. Clients have seen faster case resolution, increased user adoption, reduced manual workload, and easier compliance approvals. By simplifying complex Salesforce orgs, automating processes, and integrating systems, Hexaview helps businesses unlock the full potential of Salesforce while maintaining operational excellence.
Why It Matters
Every Salesforce org is unique, and challenges can sneak up unnoticed. Hexaview’s Salesforce Audit Framework gives organizations a clear roadmap to tackle data, security, workflows, and automation challenges. By making Salesforce work smarter and safer, enterprises can focus on what truly matters—growing the business, delighting customers, and staying compliant.
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