## Areas to audit

Brimit will perform a thorough review of compliance with best practices, subscription utilization, code quality, automation, etc. for free\*

#### General review

We’ll make sure you’re up to date on best practices and in compliance with industry standards.

#### Subscription utilization review

We’ll verify that you are utilizing all the features included in your Salesforce subscription. Next, we’ll suggest some scenarios for taking advantage of any features not being used.

#### Code review

We’ll create a “technical debt” summary—i.e., a list of areas where you need to fix errors, refactor code, etc.

#### Salesforce automation tools review

Salesforce automation fuels productivity and team collaboration, saves time, and reduces errors. Brimit will make sure your automation tools are up to date and that you’re maximizing the benefit of the most effective tools.

#### UI enhancement capabilities review

There’s an incredibly high ROI on Salesforce UI customizations. Brimit will analyze where design and navigation can be improved to help you see better user adoption.

\*Up to 10 man-hours are included in the free offer. Before completing the audit, our team will analyze your needs and estimate the scope of work.

## The process

![](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/report-64.png?h=64&iar=0&w=64&hash=C1F69D788B35C11451A53F03F6AD6FED)

#### 4. Presenting the results

We’ll provide you with a detailed report and expert recommendations.

![](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/nda-64.png?h=64&iar=0&w=64&hash=862D92B6E5F7CB1F7E2F7446F2AD1998)

#### 1. Signing an NDA

We’ll ensure that any sensitive information we obtain remains secure.

![Data migration planning](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/data-processing.png?h=64&iar=0&w=64&hash=87A8167C12B83A6A72DC1CFC4EA7CF5F)

#### 2. Defining the area to be audited

We’ll discuss what part of your Salesforce product requires attention. This could be code, security settings, development flow, automation, objects and fields, Process Builder, etc.

![Data migration planning](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/data-migration-planning.png?h=64&iar=0&w=64&hash=F8CEDB77A0F1147D8B0F665352A57EAC)

#### 3. Executing the audit

We’ll access your sandbox and analyze the state of your “org” against a list of audit points that we agree upon in advance.

![](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/report-64.png?h=64&iar=0&w=64&hash=C1F69D788B35C11451A53F03F6AD6FED)

#### 4. Presenting the results

We’ll provide you with a detailed report and expert recommendations.

![](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/nda-64.png?h=64&iar=0&w=64&hash=862D92B6E5F7CB1F7E2F7446F2AD1998)

#### 1. Signing an NDA

We’ll ensure that any sensitive information we obtain remains secure.

![Data migration planning](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/data-processing.png?h=64&iar=0&w=64&hash=87A8167C12B83A6A72DC1CFC4EA7CF5F)

#### 2. Defining the area to be audited

We’ll discuss what part of your Salesforce product requires attention. This could be code, security settings, development flow, automation, objects and fields, Process Builder, etc.

![Data migration planning](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/data-migration-planning.png?h=64&iar=0&w=64&hash=F8CEDB77A0F1147D8B0F665352A57EAC)

#### 3. Executing the audit

We’ll access your sandbox and analyze the state of your “org” against a list of audit points that we agree upon in advance.

![](https://www.brimit.com/-/jssmedia/project/brimit/technology---sitecore-integration/report-64.png?h=64&iar=0&w=64&hash=C1F69D788B35C11451A53F03F6AD6FED)

#### 4. Presenting the results

We’ll provide you with a detailed report and expert recommendations.

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###### ARE THERE ANY STRINGS ATTACHED?

## Brimit will indeed audit your Salesforce for free

You can rest assured that the offer is non-binding. We’ll fulfill our commitment of 10 man-hours, and you’re free to use our findings however you wish. You can forward them to your internal team or your technical partner.
**Rely on Brimit as a Salesforce technical partner**

If you think we could be of further assistance, we would be glad to see you become one of our customers. Feel free to discover even more about [what Brimit does with Salesforce](https://www.brimit.com/technologies/salesforce-development).

###### Many of our clients with an existing Salesforce instance started by taking Brimit up on this offer for a free audit

## Our clients

[Sales and marketing automation
#### Creating Sales and Marketing Communication Channels for a Provider of Gourmet Healthy Meals
!\[MunchFit-logo 180\](https://www.brimit.com/-/jssmedia/project/brimit/story---munchfit/munchfit-logo-180.png?h=116&iar=0&w=180&hash=4A78E93C70EF7755663577C32E24045F)
!\[Creating a Digital Sales Channel for a Provider of Gourmet Healthy Meals\](https://www.brimit.com/-/jssmedia/project/brimit/story---munchfit/creating-a-digital-sales-channel-for-a-provider-of-gourmet-healthy-meals.jpg?h=467&iar=0&w=700&hash=EED48D2A0CA5991DF0F36C1A29C36D43)](https://www.brimit.com)

[Sales and marketing automation
#### Re-implementing Salesforce Customer Portal for a Global Leader in 3D Printing Services
!\[stratasys logo\](https://www.brimit.com/-/jssmedia/project/brimit/story---stratasys/stratasys-logo.png?h=49&iar=0&w=180&hash=EBDC24C78F0AF02102169970F7E2F7A6 "stratasys logo")
!\[\](https://www.brimit.com/-/jssmedia/project/brimit/story---stratasys/case-study---re-implementing-the-customer-portal-for-a-global-leader-in-3d-printing-services.jpg?h=497&iar=0&w=745&hash=DC7AACC7F0BBDCD89072D6B4184FC483)](https://www.brimit.com)

[Sales and marketing automation
#### Optimizing Marketing Efforts and Business Processes for a Webinar Provider
!\[clear-law-insitute_logo\](https://www.brimit.com/-/jssmedia/project/brimit/story---clear-law-institute/clear-law-insitute.png?h=60&iar=0&w=532&hash=C33F39FEB176181AF679E97487754720)
!\[Optimizing Marketing Efforts and Business Processes for a Webinar Provider\](https://www.brimit.com/-/jssmedia/project/brimit/story---clear-law-institute/optimizing-marketing-efforts-and-business-processes-for-a-webinar-provider.jpg?h=394&iar=0&w=700&hash=580F236F2C1553DB7AB5CFC61A957472)](https://www.brimit.com)

[Sales and marketing automation
#### Integrating a Lead Scoring App with Salesforce and Building an AppExchange Package
!\[\](https://www.brimit.com/-/jssmedia/project/brimit/story---altum/altum-logo.png?h=56&iar=0&w=300&hash=16194AB5B8A710A223832CEB17CD35F5)
!\[Integrating a Lead Scoring App with Salesforce and Building an AppExchange Package\](https://www.brimit.com/-/jssmedia/project/brimit/story---altum/altum-preview-image.jpg?h=394&iar=0&w=700&hash=6205F6611C3E0540CAB9B576E36CB37F)](https://www.brimit.com)

[See more success stories](https://www.brimit.com/Brimit/Home/Work)

## About Brimit’s Salesforce consultants

![Salesforce_Partner_Badge_Hrzntl_RGBcopy](https://www.brimit.com/-/jssmedia/project/brimit/home-page-and-global-images/related-to-salesforce/salesforce_partner_badge_hrzntl_rgbcopy.svg?h=58&iar=0&w=200&hash=78AFD1F94DEB2AE0C7F1C6C0B3F3EC1F "Salesforce_Partner_Badge_Hrzntl_RGBcopy")

Brimit is a results-driven technology company backed by a team of Salesforce-certified administrators, architects, and developers with an impressive number of successful projects under their belt. Our team has always been at the forefront of the Salesforce platform, building solutions of varying scales and complexity.

Read reviews and view certifications on [AppExchange](https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N3A00000G9uvoUAB).

## Consult an expert

![](https://www.brimit.com/-/jssmedia/feature/blogs/authors/roman-sheima-brimit---500.png?h=1098&iar=0&w=1043&hash=FD1F820FF15A8EBD11FC7310929C0A0A)

Roman Sheima

Sales Manager

[Send an email](mailto:engage@brimit.com)

or feel free to call at [+31 202 41 71 69](tel:+31202417169)

## Request a free Salesforce audit

#### Tell us about your project

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