Secure & Streamline Your Salesforce Org with Winobell

Is your Salesforce org secure, scalable, and clutter-free? At Winobell, we help businesses identify and eliminate vulnerabilities through Salesforce Org Security Audits and Technical Debt Evaluations—ensuring your CRM works for you, not against you.

The Importance of Salesforce Org Security

Your Salesforce org contains sensitive business and customer data. Without the right controls, it’s at risk of breaches, compliance violations, and misuse.

Our comprehensive security services are designed to safeguard your org:

User Access Review – We audit profiles, roles, and permission sets to enforce least-privilege access. This ensures that each user has only the access they need—nothing more. This minimizes the risk of internal misuse and builds a strong security model.

Visibility & Sharing Rules Audit – Our team analyzes your sharing settings and visibility rules to eliminate unwanted data exposure. Proper configuration ensures that sensitive records are seen only by the right people, preventing accidental breaches.

Security Health Check – We leverage Salesforce-native tools to assess the overall security posture of your org. Based on findings, we provide a customized action plan to strengthen your defenses.

Compliance Alignment – Whether you're dealing with GDPR, HIPAA, SOC 2, or other regulatory standards, we help align your org's setup with legal and industry requirements. This makes audit preparation easier and reduces the risk of non-compliance penalties.

Bonus - We deliver a detailed Security Scorecard, giving you a clear snapshot of your current security status and targeted steps for improvement. 

Identifying & Reducing Salesforce Technical Debt

As your Salesforce org evolves, it can accumulate technical debt over the time - outdated code, redundant automations, and unused customizations that hinder performance and inflate costs. Tackling this clutter is essential for long-term scalability and overall health of your Salesforce org.

Here’s what our technical evaluation includes:

Metadata Clean-Up – We identify and safely remove unused Apex classes, flows, reports, and custom fields. A cleaner metadata structure leads to faster deployments, easier maintenance, and improved user experience.

Automation Conflicts – We analyze your org for overlaps between Flows, Process Builders, and Triggers. Eliminating these redundancies ensures smoother automation execution and reduces unexpected system behavior.

Code Quality & Coverage – Our team reviews your codebase for efficiency, maintainability, and adherence to best practices. We also evaluate test coverage to ensure your codebase is robust and future-proof.

Actionable Optimization Plan – We don’t stop at identifying problems—we deliver a prioritized, step-by-step plan to fix them efficiently, helping you regain control over your Salesforce environment.

Why Winobell?

With over a decade of Salesforce architecture experience, Winobell offers more than just audits—we deliver actionable insights that drive results. Our structured, scalable approach and team of skilled professionals are tailored to each client's business goals, helping you maximize the ROI of your Salesforce investment.

[ Schedule a Free Consultation contact us at support@winobell.com or +1 (437) 253-5469 ]