Cloud Nexus | Free 90-Minute Salesforce Audit

1. Contact Information

Who should we associate with this audit?

Name *

Company *

Email *

Phone

Job Title

Company Website

2. Salesforce Environment

A few basics about the org help us prepare before the meeting.

Which Salesforce product(s) and edition(s) are you currently using?

Approximately how many Salesforce licenses do you have?

Approximately how many people actively use Salesforce?

How long has your organization been using Salesforce?

Who currently manages Salesforce?

What departments or business groups currently use Salesforce?

3. Why You Requested the Audit

This is the most important section for helping us focus the 90 minutes.

What prompted you to request a Salesforce Audit at this time? *

What are the three biggest problems or frustrations you currently have with Salesforce? *

If we could improve one thing about Salesforce, what would have the greatest impact on your business?

4. Adoption & Business Process

How would you rate overall user adoption?

Do users receive formal Salesforce training or onboarding?

Do employees use spreadsheets, email, or other applications instead of Salesforce for work that should be handled in Salesforce?

Are there important business processes still being performed manually that you would like Salesforce to automate?

5. Data Quality

How would you rate the overall quality of your Salesforce data?

6. Integrations

What applications or systems are currently connected to Salesforce?

Do you experience problems with any Salesforce integrations?

7. Automation, Reporting & Visibility

Are you experiencing automation problems or unexpected Salesforce behavior?

How satisfied are management and users with Salesforce reports and dashboards?

Are there important business questions or KPIs management cannot easily obtain from Salesforce today?

8. Security & Governance

Are there known concerns involving Salesforce security, permissions, or user access?

Does your organization have regulatory, security, or compliance requirements Salesforce must support?

9. Future Plans

Are there significant Salesforce projects or business initiatives planned during the next 6–12 months?

Are there Salesforce capabilities you are paying for but suspect you are not fully utilizing?

10. Audit Priorities

Tell us where you want us to spend the most time.

At the end of the 90-minute audit, what are the most important questions you would like Cloud Nexus to answer? *

Is there anything else we should know before reviewing your Salesforce environment?

Helpful for the meeting: If possible, please have a Salesforce System Administrator or knowledgeable user available who can share their screen and access Salesforce Setup. Please do not submit Salesforce usernames or passwords through this form.