What We Actually Look at When We Audit a Salesforce Org

When a nonprofit brings us in to evaluate their Salesforce setup, we're not running a checklist. Heiwa is looking for the quiet problems that don't show up as errors but slowly make the system harder to trust and harder to use.

Here's what Heiwa focuses on:

1. Data structure. How records connect to each other affects reporting, integrity, and your ability to scale. A model built around your actual workflows looks very different from one that was stood up quickly and never revisited.

2. Data quality. Messy data compounds. It slows the system, causes errors, and creates cleanup work that nobody has bandwidth for. We'd rather surface it early than build on top of it.

3. Integrations. How Salesforce talks to your other platforms shapes staff experience in ways that aren't obvious until something breaks.

4. Security and access. Who can see what, who can edit what, and what happens when someone leaves. For nonprofits handling sensitive constituent data, getting this right is not optional.

We don't expect clients to manage any of this themselves. That's what Heiwa is here for. But we think being transparent about what we're looking at and why makes for a better working relationship from the start.

If you're not sure your current setup was built to last, we're happy to take a look.