Your Salesforce org knows things about your customers. So might everyone else.
A fixed-fee, methodology-driven security assessment that goes beyond the Health Check score. We evaluate your entire Salesforce security posture, benchmark you on a maturity curve, and give you a roadmap that actually makes sense.
of a data breach
attacks in Q1 2025
Salesforce Industry Cloud
preventable misconfigurations
Salesforce security is no longer
a "nice to have" conversation.
Here's what happened in 2025: five zero-day vulnerabilities and 15 critical misconfiguration risks were discovered in Salesforce Industry Cloud alone. Google, Workday, Coca-Cola Europacific, and Allianz all confirmed Salesforce-related data breaches. Over 700 organizations were impacted by a single supply-chain compromise through the Salesloft-Drift integration.
And here's the uncomfortable part: none of those companies thought they had a security problem either.
The Salesforce Security Health Check is a good start. But it's a score on a scale. It doesn't tell you whether your sharing rules are leaking data to the wrong internal teams, whether your guest user permissions are exposing customer PII, or whether that MuleSoft integration your team built in 2021 is quietly handing API access to anyone who asks nicely.
An 85% Health Check score and a real security posture are two very different things.
The average U.S. data breach now costs $10.22 million. For companies in regulated industries with complex Salesforce environments, the question isn't whether you can afford an assessment. It's whether you can afford to keep assuming everything is fine.
Six security gaps hiding in plain sight.
These are the issues we find in nearly every Salesforce org we assess. They don't trigger alarms. They don't show up in your Health Check. They just sit there, quietly, being problems.
Over-Permissioned Profiles
That "Sales User" profile with Modify All Data? Someone added it during a go-live crisis in 2019 and nobody removed it. Now 400 people can export your entire database.
Guest User Exposure
Misconfigured Experience Cloud guest access is responsible for some of the largest Salesforce data exposures on record. Over 150,000 organizations are potentially at risk.
Integration Backdoors
Connected apps and API users with passwords that haven't rotated since the Obama administration. OAuth tokens with broader scope than intended. MuleSoft connections nobody fully owns.
Field-Level Security Gaps
Object-level security is set. Field-level security is... aspirational. Sensitive fields like SSN, revenue, or contract terms visible to roles that have no business seeing them.
Sharing Rule Sprawl
Org-wide defaults set to Public Read/Write because "the team needs to see everything." Sharing rules layered on sharing rules. Nobody can explain exactly who sees what anymore.
No Monitoring or Audit Trail
Event Monitoring not enabled. Login history not reviewed. No alerting on mass data exports or suspicious API activity. You'd know about a breach approximately when everyone else does.
Four phases. No fluff. One roadmap.
Our assessment isn't a checklist run through automation. It's a hands-on, senior-led evaluation of your Salesforce security architecture, designed to produce findings you can actually act on.
Discovery & Scoping
We map your Salesforce landscape: orgs, clouds, integrations, user populations, and business context. We interview key stakeholders to understand what matters most and where the bodies might be buried.
Week 1Technical Assessment
Deep-dive into your security configuration: profiles, permission sets, sharing model, field-level security, guest access, connected apps, API security, APEX code review, and integration architecture.
Weeks 2–4Maturity Benchmarking
We score your organization against our proprietary Salesforce Security Maturity Curve — a five-level framework that benchmarks you against industry peers and gives you a clear picture of where you stand.
Week 5Findings & Roadmap
Executive summary, detailed findings report, maturity scorecard, and a prioritized remediation roadmap. We present to your leadership team and make sure nobody leaves confused about what to do next.
Week 6The Salesforce Security
Maturity Curve.
You're not buying an audit. You're buying a benchmark you can measure progress against for years. Our maturity model turns a point-in-time assessment into a strategic planning tool.
Reactive
Security addressed ad hoc. No formal policies. Configuration decisions made in isolation.
Foundational
Basic security controls in place. Health Check monitored. Gaps between policy and practice.
Managed
Security policies defined and enforced. Regular access reviews. Incident response plan exists.
Optimized
Proactive monitoring. Event Monitoring and Shield deployed. Security embedded in dev lifecycle.
Leading
Continuous improvement. Zero-trust architecture. Real-time threat detection. Security team embedded with CoE.
Deliverables that don't collect dust.
Every deliverable is designed to be useful to someone specific — your CISO, your Salesforce team, your executive sponsor, or your board.
Executive Summary
A clear, concise overview of findings and maturity score for leadership audiences. No jargon. No 80-page appendix. Just what your executives need to make decisions.
For: C-Suite / BoardDetailed Findings Report
Every finding documented with severity rating, affected area, business impact, and specific remediation steps. Your Salesforce team gets a to-do list, not a mystery novel.
For: Salesforce Team / ITMaturity Scorecard
Your position on the Cloud Giants Security Maturity Curve with dimensional scores across access control, data protection, integration security, monitoring, and governance.
For: All StakeholdersPrioritized Remediation Roadmap
A phased action plan organized by risk severity and effort. Quick wins in the first 30 days, foundational improvements over 90 days, and strategic initiatives for the year ahead.
For: Salesforce Team / PMOBuilt for organizations where Salesforce
is a strategic platform, not a side project.
Ideal Fit
- Mid-market to enterprise ($200M+ revenue)
- Multi-cloud Salesforce environment (Sales, Service, Experience, etc.)
- Complex integration landscape (MuleSoft, middleware, custom APIs)
- Preparing for or responding to security scrutiny
- PE-backed or publicly traded with governance requirements
Probably Not
- Under 100 Salesforce users (a lighter-weight review is fine)
- Single-cloud, vanilla Salesforce implementation
- Looking for a penetration test (we assess configuration, not infrastructure)
- Need SOC 2 certification (we'll help you prepare, but we're not auditors)
- Want someone to just run the Health Check and hand you the PDF
We're not a big firm. That's the point.
You won't get a partner at the pitch and a team of juniors on the project. Our senior consultants do the work, own the findings, and present to your leadership.
Security-Specific Methodology
We built a dedicated Salesforce security assessment practice with a proprietary maturity model. This isn't a generalist health check bolted onto an implementation engagement.
Senior-Led, Always
Every assessment is led by consultants with 10+ years of Salesforce experience and deep security architecture expertise. No bait-and-switch. No offshore handoff.
Fixed Fee, No Surprises
We scope it. We price it. We deliver it. No change orders for "unexpected complexity." We've done this enough times to know what we're getting into.
Let's find out what your
Health Check score isn't telling you.
Request a scoping conversation with our security practice. We'll ask smart questions, you'll get an honest assessment of whether this engagement makes sense for your org. No pressure, no 47-slide pitch deck.
Request a Scoping CallTypical engagement: 6 weeks, fixed fee. Scoping calls are free and commitment-free.