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144 controls. 5 frameworks. One Salesforce audit.

SOC 2. ISO 27001. GDPR. HIPAA. NIST CSF. Every control mapped to live Salesforce configuration with auditor-evidence-ready exports. Continuous monitoring catches configuration drift within 30 minutes. Free, no install.

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Reviewed by Saahil Dhaka

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Compliance Data · 202604 / 04 findings

What compliance posture looks like before remediation

Four findings from 1,000+ pre-audit scans.

FINDING 01High
58%

Median pre-audit pass rate

Across 1,000+ orgs we scan. Most teams are surprised because they assume Salesforce IS compliant out of the box. Salesforce is compliance-capable, but configuration is on you.

FINDING 02High
19 typical

Critical access control gaps

Across SOC 2 CC6.x and ISO A.9.x. Usually the same root cause: over-permissioned profiles, integration users with admin access, stale permission sets.

FINDING 03High
$30-80K

Cost of a SOC 2 audit (consulting)

Big-4 SOC 2 audit costs $30-80K depending on org size. Our compliance audit is free and pre-audits the same controls. Save 80% by running the pre-audit first.

FINDING 04High
< 5 min

Time from finding to evidence

For each failing control, the audit produces auditor-ready evidence. No more "let me check with the admin and get back to you in 2 days". Click the control, get the export.

Framework Grid144 controls

5 frameworks. 144 controls. One audit.

Click any framework to drill into its top failing controls. Sample data from a typical mid-market org pre-audit.

Clientell · Compliance
144
Total controls
78
Passing
48
Failing
54%
Overall pass rate
Framework
SOC 2 Type II (AICPA)
Passing
38
Partial
7
Failing
19
Top failing controls
CC6.1Logical access controls restrict access to authorized userscritical
CC6.3Privileged access provisioned to authorized users onlycritical
CC7.2System monitors for security eventshigh
Evidence readyEach control mapped to live Salesforce config. Audit-export ready.Auto-evidence
Live monitoring · evidence auto-collected

Each control mapped to live Salesforce config. Auditor-ready evidence export.

See my compliance posture
Coverage Areas06 / 06 areas

What the compliance audit covers

Five frameworks plus continuous monitoring. 144 controls total.

01

SOC 2 Type II controls (64 mapped)

Every SOC 2 Common Criterion (CC1-CC9) mapped to specific Salesforce configuration. CC6.1 (logical access) maps to your profile and permission set configuration. CC7.2 (system monitoring) maps to your audit trail setup. Evidence auto-collected per control.

02

ISO/IEC 27001:2022 (47 controls)

Annex A controls mapped to Salesforce: A.5 (Information security policies), A.6 (Organization), A.7 (Human resources), A.8 (Asset management), A.9 (Access control, the bulk of Salesforce-relevant controls), A.10-A.14 (Crypto, ops, supplier, incident, continuity, compliance).

03

GDPR (18 articles)

Article 5 (lawful basis), Article 17 (right to erasure), Article 25 (data protection by design), Article 30 (records of processing), Article 32 (security of processing). Each mapped to Salesforce data handling settings.

04

HIPAA Security Rule (9 controls)

Administrative safeguards (164.308), physical safeguards (164.310, less relevant for SaaS), technical safeguards (164.312: access control, audit controls, integrity, transmission security). Mapped to Salesforce settings for healthcare orgs.

05

NIST CSF 2.0 (6 functions)

Govern, Identify, Protect, Detect, Respond, Recover. Each function mapped to Salesforce config. Useful for orgs adopting the CSF framework for cyber governance.

06

Continuous monitoring (not point-in-time)

Most compliance audits are annual snapshots. Clientell monitors every control continuously. When a configuration drift breaks a control, you know within 30 minutes, not at the next audit.

Framework coverage at a glance

Salesforce compliance audit framework coverage with controls and use case.
FrameworkControlsBest forAuditor
SOC 2 Type II64Customer security questionnaires, B2B SaaS sales, enterprise procurement.Big-4 or specialized SOC 2 firm.
ISO 27001:202247International compliance, European customers, ISMS certification.Accredited ISO certification body.
GDPR18EU data subject regulation, right-to-erasure, lawful basis tracking.Internal DPO or EU regulator inquiry.
HIPAA Security Rule9Healthcare orgs, BAA signers, PHI handling.HHS OCR or specialized HIPAA auditor.
NIST CSF 2.06Federal contracts, cyber governance framework, mature security program.Internal CISO or 3rd-party assessor.
When you need this05 / 05

Run before the auditor arrives.

If any of these apply, you need the audit in the next 30 days.

01

SOC 2 audit kicked off and the auditor is asking about access reviews

Without continuous monitoring, you scramble to assemble access reviews retroactively. With our audit, every access review is logged and exportable in the format SOC 2 auditors want.

02

Your industry is regulated and Salesforce holds PII or PHI

Financial services (SOX/PCI), healthcare (HIPAA), education (FERPA), federal contracts (FedRAMP context) all require mapped controls. Our audit produces the mapping in 10 minutes.

03

A breach happened or a customer asked for your security posture

Customer security questionnaires want to see SOC 2 status, ISO 27001 alignment, and specific control evidence. Without a compliance audit, answers are vague. With it, answers are exportable.

04

GDPR right-to-erasure request just came in

Article 17 requires you to delete all PII for the requester. Without a data map, finding everywhere their data lives takes days. Our compliance audit produces the data location map in real time.

05

You are adopting Agentforce and need to document AI governance

AI agents in Salesforce raise new compliance questions: who has access to what data, how is it logged, what controls limit agent actions. Our audit baselines all three before the agent goes live.

Deliverables05 / 05

What ships

Five deliverables. Designed for CISO, compliance officer, and auditor.

01

Per-framework dashboard (5 frameworks)

SOC 2, ISO 27001, GDPR, HIPAA, NIST CSF dashboards with pass/partial/fail status per control. Filterable, exportable, owner-attributed.

02

Auditor-evidence export per control

For each control, the live Salesforce config that satisfies it. Screenshots, configuration exports, log excerpts. Pre-formatted for SOC 2 evidence collection.

03

Continuous monitoring alerts

When a configuration drift breaks a compliance control (someone adds a profile with Modify All Data, someone disables Setup Audit Trail), Slack/email alert within 30 minutes.

04

Compliance posture report (executive summary)

Single-page summary of overall compliance position across frameworks. CFO/CISO/board-ready format.

05

Remediation backlog (XLSX)

Every failing control with proposed fix, owner role, effort estimate, dependency context. Sortable by severity, exportable to Jira.

FAQ10 / 10

You have
questions,
we have
answers.

Everything CISOs and compliance teams ask before a Salesforce compliance audit.

01

What is a Salesforce compliance audit?

A Salesforce compliance audit maps your Salesforce configuration against control frameworks (SOC 2, ISO 27001, GDPR, HIPAA, NIST CSF) and identifies which controls pass, fail, or are partial. For each finding, the audit produces auditor-ready evidence. Clientell's audit tracks 144 controls across 5 frameworks and runs in 10 minutes via read-only OAuth.

02

Does Salesforce make my org SOC 2 compliant out of the box?

No. Salesforce-the-platform is SOC 2 Type II compliant (the infrastructure layer). Your specific configuration (who can access what, what is logged, who is monitored) determines whether YOUR org meets SOC 2 controls. Most orgs assume the platform's compliance flows through to their config; it does not.

03

How is this different from Salesforce Shield?

Salesforce Shield is a paid Salesforce product that adds Event Monitoring, Platform Encryption, and Field Audit Trail. These are compliance-relevant features. Our compliance audit measures whether your config (Shield or otherwise) satisfies specific framework controls. Use Shield for the underlying capabilities, our audit for the framework mapping.

04

Does this substitute for a Big-4 SOC 2 audit?

No. A Big-4 audit is required for a SOC 2 Type II report. Our compliance audit is the pre-audit: pre-flight your control posture before the Big-4 starts the engagement. Most orgs that pre-audit save 50% on the actual SOC 2 audit cost and avoid the typical 30-day remediation scramble that follows a failed first attempt.

05

Can the audit produce auditor evidence?

Yes. For every control, the audit produces the live Salesforce configuration that satisfies (or fails to satisfy) it. Screenshots, configuration JSON, log excerpts, user-permission matrices. Pre-formatted in the structure SOC 2 and ISO 27001 auditors actually request. You hand the export to the auditor without translating.

06

Is the audit free?

Yes. Scan, mapping, dashboards, evidence export, continuous monitoring, and remediation backlog are all free with no paid engagement required. Most orgs use the audit to prep for a $30-80K Big-4 engagement, saving more than the entire Clientell subscription cost in audit fees alone.

07

What about HIPAA Business Associate Agreements?

Salesforce-the-vendor will sign a BAA for HIPAA-relevant editions. Our audit measures whether your specific config (signed BAA + appropriate technical safeguards) satisfies HIPAA Security Rule 164.312 (access control, audit controls, integrity, transmission security). The BAA covers the platform; the audit covers your implementation.

08

How often should compliance be audited?

Continuously. SOC 2 annual audits are the regulatory minimum, but configuration drift happens daily (admins add profiles, contractors get permissions, integration users are created). Continuous monitoring catches drift within 30 minutes. Annual point-in-time audits catch it months later, after the gap has been exploited or noticed by an external party.

09

What if my industry needs frameworks not covered?

The 5 frameworks (SOC 2, ISO 27001, GDPR, HIPAA, NIST CSF) cover most use cases. For financial services we map to SOX equivalents within the existing frameworks. For federal we map to NIST 800-53 (FedRAMP context). Specialized industry frameworks (FedRAMP authorization, FISMA, custom regulator frameworks) are roadmap items.

10

How is this different from Drata or Vanta?

Drata and Vanta are excellent end-to-end SOC 2/ISO compliance platforms that cover your entire org (not just Salesforce). Our audit focuses specifically on the Salesforce slice and integrates with the broader Clientell audit suite (Permissions, Change Intelligence, License). If you have Drata or Vanta, our audit complements them with deeper Salesforce-specific control mapping. If you do not yet have a compliance platform, our audit is a strong starting point for the Salesforce surface.

Customer Reviews

What teams found with the Compliance Audit

SOC 2 Type II audit prep used to take six weeks of evidence gathering. With the compliance audit output, we walked into the auditor meeting with all 144 controls already mapped. Saved us a month.
EK
Elena Kovacs
Compliance Manager, FinServ
Best HIPAA-aligned Salesforce audit I have seen. The mapping to the actual Security Rule sections is what makes it useful — not just generic checklists.
AW
Aaron Wright
CTO, HealthTech
References

References & Authority Sources

Every claim on this page is anchored to a primary source. The references below cite official standards bodies, Salesforce documentation, and peer-reviewed industry research.

  1. [1]
    SOC 2 Type II — AICPA Trust Services CriteriaAICPA

    Supports: SOC 2 control framework reference

  2. [2]
    ISO/IEC 27001:2022 — Information Security ManagementInternational Organization for Standardization

    Supports: ISO 27001 control structure

  3. [3]
    HIPAA Security Rule — SummaryU.S. Department of Health and Human Services

    Supports: HIPAA Security Rule control mapping

  4. [4]
    NIST Cybersecurity Framework 2.0National Institute of Standards and Technology

    Supports: CSF 2.0 function and category coverage

  5. [5]
    General Data Protection Regulation (GDPR) — Official TextEuropean Union

    Supports: GDPR Articles 5, 24, 32 control mapping

  6. [6]
    Salesforce Trust — Security & Compliance DocumentationSalesforce

    Supports: Salesforce platform compliance certifications

Getting Started

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SOC 2. ISO 27001. GDPR. HIPAA. NIST CSF. 144 controls mapped. Auditor-evidence ready. Continuous monitoring. Free.

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