User and access inventory
Review users, profiles, permission sets, roles, groups, inactive accounts and privileged access paths.
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Security & governance
Make Salesforce access, data handling and governance deliberate.
Review how users, integrations, apps and automations access business data. Establish least-privilege roles, ownership, traceable change controls and practical monitoring without assuming that a checklist alone guarantees compliance.
ScopeDefined deliverables
DataClear ownership
QualityAcceptance evidence
OperationsDocumented handover
Secure
Clear access and control boundaries
Connect identity, permissions, sharing, integration accounts, audit evidence and operational ownership.
Delivery flow
InventoryAssessDesignVerifyMonitor
Scope and deliverables
Salesforce security and governance workstreams
Security work should be scoped to the org, connected applications, data classification, operating requirements and the client’s risk model.
Sharing and data visibility
Assess org-wide defaults, role hierarchy, sharing rules, field access, record ownership and sensitive record exposure.
Connected apps and integrations
Inventory integrations, OAuth scopes, tokens, named credentials, service accounts and least-privilege requirements.
Automation and data protection
Review flows, Apex, exports, logs, backups, retention and potential unintended data movement.
Audit and change governance
Define who approves access changes, production changes, exception grants, periodic reviews and evidence retention.
Risk register and remediation
Document findings, affected assets, impact, recommended action, accountable owner and target priority.
Delivery principles
Make the outcome testable before the work scales.
Technology choices should follow the business process and operating context. Capture constraints and failure behavior early so implementation teams know what “ready” means.
Least privilege by default
Grant only the object, field, record and system access needed for a specific role or integration.
Governance that can be operated
Assign clear owners and review cadence to permissions, connected apps, exceptions and release decisions.
Evidence and traceability
Retain decisions and test results that show why a permission or control is appropriate.
Risk-based remediation
Prioritize findings according to business impact and exploitability rather than producing a generic score alone.
This service is a technical configuration and governance review, not a penetration-test certification, legal opinion or guarantee of regulatory compliance. Final acceptance belongs to the client’s security and risk owners.
How engagements work
A practical delivery sequence
A consistent sequence makes dependencies visible and reduces the chance that data, integration, permissions or operational needs are discovered at the end of the project.
Inventory the environment
Map users, roles, permissions, apps, integrations, automations and data classifications.
Assess exposures and control gaps
Compare observed configuration with the client’s security requirements and platform guidance.
Design and validate remediation
Test changes in controlled environments with affected roles and integration paths.
Establish ongoing governance
Document owners, review cadence, change controls and monitoring responsibilities.
Related Salesforce delivery
Connect this work to the wider Salesforce stack.
Use these pages to connect cloud requirements, implementation work and ongoing operations into a clear delivery path.
Frequently asked questions
Questions to resolve before delivery starts.
Final scope depends on the products enabled in your Salesforce environment, access, architecture, licensing and acceptance needs.
Does a Salesforce security review certify compliance?
No. A technical review can identify configuration and governance risks, but compliance conclusions require the full operating context and appropriate legal, security and assurance stakeholders.
Can you review integration accounts and connected apps?
Scope can include OAuth scopes, credentials, service accounts, API access, permission boundaries and change ownership where appropriate access is provided.
Should all permissions be changed at once?
No. Changes need impact analysis, test evidence, a controlled rollout and rollback planning to avoid breaking valid business workflows.
First-party references
Confirm product details with Salesforce.
Salesforce product names, capabilities, licensing and implementation guidance evolve. Validate current platform requirements before finalizing scope.
Salesforce Well-Architected
Review official trusted, secure and adaptable architecture principles.
Open architecture guidance →Salesforce Help
Verify current security, permission and identity guidance.
Open Salesforce Help →HISOLIT provides independent consulting and engineering services. Salesforce and related product names are trademarks of Salesforce, Inc. This page does not imply endorsement, affiliation or partner status. Verify third-party credentials directly with the relevant provider.
Salesforce project enquiry
Tell us what you need to build, connect or improve.
Share the Salesforce products involved, systems, business goal, current challenges and expected timeline. This helps frame a useful first discussion.