The decision the review supports
An established Salesforce org accumulates users, permissions, packages, custom development and connections. Leadership needs to understand which issues matter before deciding where remediation effort should go.
A useful assessment connects technical evidence to business risk and gives both decision-makers and engineers enough detail to act.
Look across the whole access path
Review identity, record and field access, powerful permissions, custom code, installed packages, APIs, credentials and monitoring together. A single configuration score cannot explain how those layers interact.
Record the evidence, affected process, risk, recommended action and an effort band for each finding. Separate controls that are already available from changes that would require further licensing or design.
Leave a usable remediation roadmap
Group findings into immediate actions and structural work. Identify the owner, prerequisites and verification needed for each item, with an executive explanation of the highest priorities.
The output should include an access analysis, technical-debt register, monitoring recommendations and a sequenced remediation plan. A review should not be presented as a security certification.
