Security Assessments
Know exactly where your Salesforce org is exposed
We conduct comprehensive Salesforce security audits covering profiles, permission sets, sharing rules, field-level security, and compliance gaps — then provide a prioritized remediation roadmap.
What We Do
- Full org security audit: profiles, roles, permission sets, sharing model
- Data exposure analysis and sensitive field risk assessment
- API access and Connected App security review
- GDPR, HIPAA, and SOC 2 compliance gap analysis for Salesforce
- Guest user and Experience Cloud security hardening
- Prioritized remediation plan with implementation support
Why It Matters
Most Salesforce security issues aren't dramatic breaches — they're accumulated configuration drift: too-permissive profiles, forgotten admin users, and over-shared reports. Regular audits catch these before auditors or attackers do. We're SOC 2, ISO 27001, and ISO 27701 certified, so we assess your org against real-world compliance standards.
SOC 2
Type II certified company
ISO 27001
& ISO 27701 certified
100%
Of clients pass compliance review post-remediation
48hr
Typical turnaround for initial findings
Our Approach
Automated scan
Run our security scanning toolset across profiles, permissions, sharing rules, and API access.
Manual review
Deep-dive into high-risk areas flagged by the automated scan.
Risk scoring
Classify findings by severity (critical / high / medium / low) and business impact.
Remediation report
Deliver a clear, prioritized report with specific configuration steps for each finding.
Optional remediation
Our team can implement the fixes directly, or hand off to your admin team.
Summit
Salesforce Partner tier — the highest level
10+
Years of focused Salesforce expertise
200+
Active Salesforce certifications on our team
Frequently Asked Questions
What does a Salesforce security assessment include?
Our assessment covers user profiles, permission sets, field-level security, sharing rules, API access, data encryption, compliance gap analysis (HIPAA, GDPR, SOC 2), and a prioritized remediation roadmap.
How long does a Salesforce security audit take?
A standard assessment takes 2–4 weeks: automated scanning and manual review, findings analysis, and a remediation roadmap with executive report.
We had a Salesforce data breach — can you help?
Yes. We provide incident response assessments to identify root cause, contain exposure, implement corrective controls, and assist with regulatory notification requirements.
What compliance frameworks do you assess against?
We assess against SOC 2 Type II, ISO 27001, HIPAA, GDPR, and PCI DSS — scoped to the frameworks most relevant to your industry.
Do you perform penetration testing on Salesforce orgs?
We perform configuration-level security testing. For full penetration testing, we collaborate with your approved pen-testing vendor.
Ready to get started?
Let's talk about your security assessments needs.