Walk into your next Salesforce audit with documentation that’s already current.
Most audits start with weeks of archaeology — rebuilding a picture of the org before anyone can review it. aprity keeps that picture alive: objects, rules, automations, permissions and integrations, documented in business language with a confidence score and a link back to source, refreshed on every scan. You bring evidence, not a reconstruction.
What is a Salesforce org audit?
A Salesforce org audit is a structured review of how an org is built and governed — its objects, fields, automations, validation rules, permissions, integrations and security posture — to confirm it matches policy and to produce the evidence frameworks like ISO 27001, SOC 2 and HDS expect you to keep current. aprity does the part that usually eats the timeline: it reconstructs and maintains an accurate, source-traceable map of the org, automatically, so the audit starts from facts rather than from a blank page.
The baseline is the bottleneck.
You rebuild it every cycle
Last audit's document is stale. Each new audit starts by re-discovering the org from scratch — the same weeks of work, every time.
Evidence is scattered
Rules live in flows, Apex and validation; permissions in profiles and permission sets. Pulling it into one reviewable picture by hand is slow and error-prone.
Automations hide risk
What actually fires on a record, and what blocks it, is hard to see — exactly the behaviour an auditor wants explained and evidenced.
A verifiable baseline, not a best-effort document.
Dependencies and impact are computed deterministically; the AI explains. Every claim traces back to the metadata an auditor can check.
Read-only extraction
A read-only connector reads metadata only — never your records. Nothing is written back; raw metadata is purged after each scan.
Deterministic baseline
Dependencies, impact and the execution graph are computed locally and reproducibly — the same inputs always give the same answer.
Source-traceable narrative
Each object, rule and automation is explained in business language with a confidence score and a link back to the exact metadata.
Evidence they can trace, not assertions to trust.
Traceable evidence
Every claim links to the metadata it came from — auditors verify, they don't take it on faith.
Change history
A business-language diff of what rules were added, modified or removed between any two scans.
Security baseline
Read-only access model, residency, isolation and purge — stated plainly and verifiable.
Permissions visibility
Profiles and permission sets surfaced so access is part of the reviewable picture.
From certification prep to due diligence.
ISO 27001 / SOC 2 / HDS prep
Maintain the continuously-current Salesforce documentation those frameworks require, ready when the auditor arrives.
Internal & security review
Give risk and security teams a verifiable map of automations, integrations and access without a manual deep-dive.
M&A due diligence
Hand a buyer or acquirer a current, source-traceable picture of the org instead of a stale slide deck.
Audits aprity helps you prepare for.
ISO 27001, HDS and SOC 2 all require organizations to keep their documentation continuously up to date. aprity does exactly that for your Salesforce org, so it directly supports those programs. aprity enables your compliance and audit-readiness; it does not itself hold these certifications.
Salesforce org audit — FAQ
What is a Salesforce org audit?
A Salesforce org audit is a structured review of how an org is built and governed — its objects, fields, automations, validation rules, permissions, integrations and security posture — to confirm it matches policy and to produce evidence for compliance frameworks such as ISO 27001, SOC 2 or HDS. The hard part is usually rebuilding an accurate, current picture of the org before the audit can even start.
Does aprity make my organization ISO 27001, SOC 2 or HDS certified?
No. aprity does not grant or hold those certifications. It produces the current, source-traceable documentation those frameworks require you to maintain, so you walk into the audit with evidence instead of reconstructing it each cycle.
Is the audit baseline actually current?
Yes. aprity re-scans on a schedule (and can re-scan on every deployment), so the documentation reflects production at audit time. A scan-to-scan diff also shows exactly which business rules changed between two points in time.
Can an auditor trust the documentation?
Dependencies and impact are computed deterministically from metadata — reproducible and verifiable. Every narrated claim carries a confidence score and links back to the exact metadata it came from, so an auditor can trace a statement to its source rather than take it on faith.
Does aprity need write access to run an audit?
No. The connector is strictly read-only and reads metadata only, never the business data in your records. Raw metadata is purged after every scan; only the derived documentation remains, encrypted in Azure in the region you choose.