Salesforce System Audit Checklist for Administrators

Ensure your Salesforce organization is optimized and secure with this editable, printable, and reusable PDF checklist. Covering 9 key audit sections and over 60 items, this tool uses a RED/AMBER/GREEN scoring system with actionable guidance for each item. Verified against official Salesforce documentation, it provides plain-language insights to help administrators prioritize improvements and maintain best practices.

Who This Is For:

• Salesforce Admins conducting a full org review or taking over a new org

• Admins preparing for a major project, integration, or platform upgrade

• Consultants performing a discovery audit before beginning client work

• IT or security teams validating Salesforce compliance and security posture

What You Get:

• User management & access control (MFA, profiles, least privilege)

• Security & compliance — Health Check tool walkthrough

• Automation health — Flow audit + Workflow Rules/Process Builder retirement

• Data quality & storage management

• Integrations & Connected Apps review

• Release & change management processes

• RED / AMBER / GREEN scoring system + priority action plan

• Instant PDF download (14 pages)

• 60+ checklist items across 9 sections with plain-language "why it matters" guidance

• Overall Assessment summary page with the biggest risk area and the next audit date

• Printable, reusable — use it for every new client or every quarter