Assessment

Salesforce Security Scan and Risk Assessment

Our expert Salesforce security risk assessment identifies potential technical breaches and also equips your organization with best practice recommendations for securing your org’s overall security health.

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Proactively Protect Your Salesforce Environment

Salesforce is a powerful platform, but without the right safeguards, it can leave your organization’s data, users, and processes exposed. Cloudsystm’s Salesforce Security & Risk Assessment goes beyond a surface-level check—we deliver a full Salesforce health check of your Salesforce environment aligned with industry standards such as CIS Benchmarks and the Cloud Security Alliance.

Our review covers policies, data management, identity and access controls, integrations, governance, and device security. The result is a clear, prioritized findings report that highlights risks, explains their impact, and provides actionable steps to strengthen protection, improve performance, and support compliance. With Cloudsystm, you’ll gain the visibility and guidance you need to make Salesforce a secure, resilient foundation for your business.

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Cloudsystm Salesforce security and risk assessment ensuring data protection, compliance, and optimized CRM performance.
Cloudsystm Salesforce risk assessment covering policies, access, integrations, and data protection.

Why Choose Cloudsystm for Salesforce Security?

Cloudsystm combines platform expertise with security-first thinking to help organizations mitigate risk and build trust. We don’t just point out problems—we deliver smart, actionable solutions that align with your goals and governance policies.

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Platform + Security Expertise

Our consultants specialize in both Salesforce architecture and enterprise security, offering a balanced, best-practice-driven perspective.

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Targeted Risk Identification

We evaluate your org for misconfigured permissions, vulnerable third-party integrations, and overlooked data exposures that could lead to breaches.

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Actionable, Easy-to-Follow Report

Receive a detailed findings document with prioritized fixes and expert recommendations, no fluff, just clear next steps.

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How the Salesforce Security and Risk Assessment Works

Our Salesforce Security Assessment takes a holistic approach, focusing on people, process, and technology. We begin with a discovery session to understand your environment and risk profile. Our experts then conduct a secure, remote analysis of your Salesforce configuration, permission sets, field-level security, app integrations, and audit logs, while also evaluating processes such as disaster recovery plans and user access practices.

At the end of the assessment,  you’ll receive a comprehensive report that highlights vulnerabilities and inefficiencies while providing a clear roadmap for remediation and compliance best practices. Along with the report, we deliver a full scorecard ranking each area as Low, Medium, High, or Critical, clearly identifying potential security risks and offering actionable recommendations to address them.

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Request an Assessment

Protect your Salesforce data before a breach happens. Fill out the form to request your Salesforce Security & Risk Micro Assessment. A Cloudsystm consultant will connect with you to begin your secure evaluation.

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FAQs

What does  the Salesforce Security assessment include?

It covers permission audits, access controls, sharing settings, app integrations, audit trail review, and misconfiguration analysis, with a prioritized findings and recommendations report.

Is this assessment intrusive to our salesforce environment?

No. The assessment is non-invasive and can be completed remotely with read-only access. It does not interfere with your production environment or user workflows.

Who should request this assessment?

IT leaders, Salesforce admins, and compliance teams who want to strengthen security, prepare for audits, or uncover hidden risks should strongly consider this service.

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Safeguarding Your Salesforce Investment

Data protection isn’t optional—it’s mission critical. Cloudsystm’s Salesforce Security & Health Check equips your organization to meet today’s compliance requirements while building long-term operational resilience.

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Comprehensive, expert-led assessment of your Salesforce org by decades of experience in the security and GRC industry.

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Alignment with leading security standards including NIST, CSA, CIS, Salesforce Shield.

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Prioritized remediation roadmap with executive-friendly risk scoring and colored heat map.

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Compliance-ready reporting and actionable insights tailored for board-level visibility and regulatory audits.

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