Full Salesforce Audit

A Full Salesforce Audit is a structured, deep-dive assessment of your Salesforce environment — configuration, data health, security, integrations, and user adoption — delivered as a written findings report and a prioritized roadmap your team can actually act on. This includes a full configuration and security review, data health evaluation, integration mapping, and an honest look at how (and whether) your staff are actually using the system day to day. You'll walk away with a clear picture of what's working, what's not, and what to fix first — plus a live findings presentation with your team. I bring over a decade of operations and data management experience, including hands-on years as a nonprofit's sole Salesforce administrator, as well as years as a wildlife educator — so this audit is built from firsthand knowledge of what actually breaks trust in a system, and what it takes to fix it. Solutions built specifically for wildlife, conservation, and environmental nonprofits.