A report is only useful if your admin can act on it and check it. Ask for these six things before you accept one, from a consultant or a tool.
- The finding in one sentence. For example: "Entry 4 of the lead rule can never match."
- Where it sits: the rule, the entry, the flow and the step, named exactly.
- The evidence. A screen, a query or a record Id your admin can open.
- A count of the leads affected, with the date range. A finding with no count cannot be ranked.
- The fix, using the labels your admin sees in Setup, and how long it takes.
- A way to re-check. After the fix, the same count should fall.
Ask whether each finding is proven
Some defects the configuration proves alone. Others need someone to confirm them in the screen. A good report says which is which. See what an export can and cannot show.
Ask what was not measured
If the auditor could not see a queue or an object, the report should say so. A zero would claim a clean result nobody checked.
Ask who owns the fixes
A report that lands with nobody to act on it goes stale. Name the person who fixes each finding before the report is delivered. See the three ways to audit.
A made-up example finding
This example is invented, to show the shape. It uses no real org and no real count.
| Part | Example |
|---|---|
| Finding | Entry 4 of the lead rule can never match. |
| Where | Lead assignment rule, entry 4, criteria row 2. |
| Evidence | The row tests a country name against a field that holds codes. |
| Leads affected | The count from your own query, with its date range. |
| Fix | Change the value to the code, then save the entry. |
| Re-check | Run the same query after a week. The count should fall. |
For which findings a file can prove, see what an export can show.
Check the report before you accept it
- Pick two findings at random and open the place each one names.
- Run the query behind one count yourself. See the four counts that find lost leads.
- Ask for the list of what the auditor could not see.
- Ask which findings are proven by configuration and which need a person to confirm.
The audit checklist lists what an auditor needs from you. A report is only as good as the access behind it.
The free scan checks your export for:
- the assignment rule
- flow defects an audit report lists
Have it checked every night instead.
Routing Forensics connects as a read-only user and checks this, and the rest of your routing, against your real leads. Three design partners get a free health report on their own CRM, free for 90 days: what is leaking, where, and what it is worth. Apply for a place.
Or check it now. The free scan reads your Salesforce export in your browser. Nothing is uploaded.