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Data services · Security

Know exactly who can reach your data.

A structured review of your Salesforce org and the cloud applications around it: permissions and sharing, data exposure, integrations, code and configuration, delivered as findings ranked by risk with a practical plan to close them.

Salesforce security reviewers and application security engineers.
At a glance
Risk-ranked
Findings ordered by real impact
Evidence
Every finding shown, not asserted
Fix plan
Owners, effort and sequence
Re-test
We verify the fixes landed
Since 2017
10+ years of delivery
200+
Projects delivered
100+
Salesforce certifications
5
Regions served
The challenge

Access grows quietly, and nobody prunes it.

Every project adds a profile, a permission set, an integration user or an API key, and almost none are ever removed. Years later the org works perfectly and nobody can answer a simple question: if this one account were taken over, what could someone reach? An audit answers that, in writing.

✕
Permissions nobody understands
Profiles and roles grown over years, and no one is sure who can see what.
✕
Access that outlived its reason
Leavers, old integrations and trial users still holding keys to your data.
✓
A clear picture, and a plan
What is exposed, how serious it is, and the order in which to fix it.
Sound familiar? If any of these ring true, let's look at your org properly.
?

Nobody can say who in the business can export your full customer list.

?

Integration users run with far more access than their integration needs.

?

Leavers still appear as active users, or their API tokens still work.

?

A customer or insurer has started asking security questions you cannot answer.

?

Sandboxes hold real customer data that has never been masked.

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Custom code and connected apps have never been reviewed by anyone outside the team that wrote them.

What we do

Security review, from access to code.

From a focused permission and sharing review to a full audit covering integrations, custom code, data exposure and the controls your customers ask about.

Access & Permission Review

Profiles, permission sets, roles and sharing rules mapped to what each person can actually see, do and export.

Data Exposure Assessment

Where sensitive data sits, who can reach it, what leaves the platform in reports and exports, and what sandboxes are holding.

Integration & API Review

Connected apps, integration users, API tokens and named credentials checked for least privilege and safe storage.

Code & Configuration Review

Apex sharing behaviour, SOQL injection risk, Lightning component exposure and insecure settings in custom work.

Compliance Readiness

Evidence and controls mapped against what your customers, insurers or regulators actually ask for, so audits stop being a scramble.

Remediation & Re-test

A prioritised fix plan, help closing findings with your team, and a re-test that confirms what was fixed stayed fixed.

Our audit method

Findings you can act on, not a PDF of warnings.

01
01

Scope

Agree what is in scope, who we speak to and what evidence we need read-only access to.

02
02

Review

Work through access, data, integrations, code and configuration against a fixed checklist.

03
03

Rank

Score each finding on impact and likelihood, so the list reflects real risk rather than volume.

04
04

Report

Walk your team through the findings, the evidence behind each one and what fixing it involves.

05
05

Re-test

Once the fixes are in, verify them and record what changed for your next review.

What you get

A report your team can work straight through.

Findings Report

Every issue with its evidence, impact and how to fix it.

Access Map

Who can see, change and export what, in plain language.

Prioritised Fix Plan

Sequenced by risk, with effort and an owner against each item.

Re-test Confirmation

Written confirmation of what was closed, and what remains.

The iTech difference

Controls that hold up at the next review.

iTechCloud
A generic scan
Depth
Config, code and access
An automated scan
Findings
Ranked by real impact
A long flat list
Evidence
Shown for every item
Tool output pasted in
After the report
Help fixing and re-test
Report, then silence
Platform knowledge
We build on Salesforce
Generic security vendor
Audit packages

From a focused review to continuous assurance.

Fixed-scope reviews that tell you where you stand first, then help you close the findings and keep them closed.

Access Review

Know who can reach what

Profiles, roles and sharing
Permission set audit
Leaver and dormant accounts
Risk-ranked findings
Talk to us
Popular

Full Security Audit

The whole picture

Everything in Access Review
Data exposure assessment
Integration and API review
Code and configuration review
Talk to us

Audit & Remediate

Findings actually closed

Everything in Full Audit
Hands-on remediation
Re-test and confirmation
Scheduled re-review
Talk to us
Why iTechCloud

Reviewers who build on the platform they are auditing.

We build what we audit

Reviewers who ship Salesforce work daily, so findings come with a realistic fix.

Ranked by real risk

Impact and likelihood, not a tool severity score copied into a spreadsheet.

Read-only by default

We audit with the least access that does the job, and agree it with you first.

We stay for the fix

Help closing findings and a re-test, rather than a report and an invoice.

Credentials

Certified where it counts.

100+
Certifications held
12
Certified architects
6
Cloud specialties
Select
Salesforce Partner
CSAT 4.9
Average engagement score
ISO 27001
Security certified
What we review

The whole surface, not just the org.

Salesforce configuration, connected apps, integrations, custom code and the cloud services holding your data alongside it.

Salesforce Security Health Check
Salesforce Shield
Event Monitoring
Connected apps & OAuth
Apex & Lightning code
Cloud platform IAM
Areas & tooling

What a full audit covers.

A sample of the areas we review and the tools we use to review them.

PS
Profiles & Permission Sets
Access model
RS
Roles & Sharing Rules
Access model
FLS
Field-Level Security
Data exposure
GU
Guest & Community Users
Data exposure
RE
Report & Export Access
Data exposure
SB
Sandbox Data Masking
Data exposure
OA
Connected Apps & OAuth
Integrations
IU
Integration Users
Integrations
NC
Named Credentials
Integrations
API
API & Token Hygiene
Integrations
AX
Apex Sharing & CRUD
Custom code
SQ
SOQL Injection Checks
Custom code
LC
Lightning Component Exposure
Custom code
HC
Security Health Check
Platform settings
LS
Login & Session Policies
Platform settings
MFA
Multi-Factor Authentication
Platform settings
SH
Salesforce Shield
Monitoring
EM
Event Monitoring
Monitoring
AT
Audit Trail & Field History
Monitoring
IAM
Cloud IAM & Secrets
Surrounding cloud
FAQ

Security audits, answered.

Who can reach your data and how: profiles, permission sets, roles and sharing, field-level security, guest and community access, report and export rights. Then the ways data leaves the platform: integrations, connected apps, API tokens and sandbox copies. Finally the custom work, where Apex sharing behaviour, SOQL injection risk and component exposure are reviewed.
We work with the least access that does the job, and agree it with you before we start. Most of a review runs on read-only access plus exported configuration; anything needing more is scoped, time-boxed and logged.
Health Check scores a set of platform settings, which is useful and takes minutes. It cannot tell you that an integration user can export every contact, that a guest profile exposes a sensitive field, or that a piece of Apex runs without sharing. That context is what an audit adds.
A focused access review is usually about a week; a full audit covering integrations and custom code takes longer depending on org size. You get a findings report with evidence, an access map, and a fix plan ordered by risk with effort against each item.
Yes. Many clients take the audit and remediation together, so the same team that found an issue closes it with your admins and developers, then re-tests to confirm it is gone.
It helps considerably. We map findings and controls against what you are being asked for, and the report gives you evidence to work from. We are not a certification body, so we do not issue certificates ourselves, and we will say plainly where a formal assessor is needed.

Let's find out where you stand.

Book a security audit. We'll review your access model, integrations and data exposure, and give you findings ranked by risk with a plan to close them.