Executive Summary

If your Salesforce system tracks deals, pricing, contracts, or customer master data, you are almost certainly holding data in scope for SOX internal controls. Auditors expect complete, attributed change history for all financial-impact fields.

The problem:

Native Salesforce history only retains 18 months of changes
Only 20 fields per object can be tracked
Important fields often fall outside the tracked list

What You’ll Learn in the White Paper

The specific SOX Sections that apply to Salesforce
The risks of relying on native field history
A practical checklist of SOX-relevant fields to track
How to answer common auditor questions instantly
How Processity Data History ensures you are always audit-ready

Who Should Read This

Salesforce Architects and Admins responsible for compliance
Finance and Accounting teams subject to SOX audits
Compliance and Internal Audit managers
IT leaders supporting sales and revenue systems

Why Processity Data History

PDH provides:

Unlimited field tracking without Salesforce’s 20-field limit
Permanently retained history for multi-year audit requests
Secure audit trail
Instant, audit-ready exports in CSV or PDF
Native Salesforce integration for fast deployment

Built for Regulated Salesforce Environments

SOC 2 Type 2 Certified for security and process controls
Salesforce Security Review Approved for safe deployment
Trusted by leading regulated companies to protect their audit readiness

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Next Steps

Ready to see how these recommendations apply to your Salesforce org?

Book a 15-Minute Audit Readiness Review