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Taming Time-Consuming Audit and Compliance Checks with Processity

By
Paul Bircham
April 9, 2025
3
min read
Product
Salesforce Administrators

When auditors ask how you manage data privacy or process steps, it can feel like a scramble. As a Salesforce Administrator, Audit & Compliance Checks can be really time-consuming. You might be searching through setup logs, checking incomplete field histories, or sifting through endless spreadsheets. There is no single source of truth for your process compliance data. This can lead to stressful audits and even the risk of non-compliance fines if records are missing.

Let’s deep dive into a solution that could change your day-to-day work and how you maintain your readiness for audits. Enter Processity, a tool designed to make your audits simple and efficient. It automatically logs every step in a compliance-friendly format. You no longer have to worry about the manual rummaging through logs or spreadsheets, or dealing with data gaps.

Compliance Data Management & Security

Processity can log an unlimited number of fields per object. This means every detail is recorded without limit. The tool also logs all trackable fields. As new fields are added to your objects, Processity ensures that there are no compliance data gaps. You can rest easy knowing that every field is accounted for. Even complex fields like Long Text and Roll-up Summary fields are carefully tracked.

One of the best things about Processity is how it respects Salesforce field-level security. Only the right users see the data they are allowed to view. This keeps your sensitive information safe while still making the audit process smooth.

Process Analysis & Reporting

Imagine the relief of knowing that you have a single source of truth. When your auditors ask for evidence, you can quickly compile logs and clear documentation. The days of frantic last-minute hunts for data are over. Processity provides the process logs you need for audits with ease.

It gets even better as Processity helps you analyze your Salesforce processes. You can create quick analyses that let you introspect and document your processes in detail. You can even filter what you see so that you model processes at the right level. Whether you need team, function, or geography-specific processes, you can adjust the record inclusion to suit your needs.

Another great feature is the ability to export your process models to BPMN format. This means you can use these models directly in your audit and compliance reports. Your documents will show complete and clear process logs that auditors love to see. This export option helps turn complex data into a neat, understandable format.

Audit Readiness & Efficiency

Think of Processity as your friendly audit companion. It guides you through every compliance-critical step. When you are audit-ready each day, the stress of last-minute data hunts is a thing of the past. You can focus on refining your strategies and growing your business instead of stressing over logs and spreadsheets.

The real win here is saving time and reducing stress. With Processity, you spend less time on compliance checks and more time on strategic work. It keeps your process logs updated automatically. This is a big win for busy Salesforce Administrators who need to maintain high audit standards.



In summary, auditing need not be a scramble. With tools like Processity, the process becomes organized and streamlined. It logs data automatically, respects security, and provides the documentation you need in a snap. Stay audit-ready every day and breeze through those audits. Enjoy more control, less stress, and greater confidence in your data and process management.

Paul Bircham
Product Manager
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