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Salesforce Security Assessment

Comprehensive Security Review. Risk Mitigation. Compliance Assurance.

We provide comprehensive Salesforce security assessments across Australia built around a single goal: ensuring your Salesforce investment is protected against security risks and compliance vulnerabilities. ProQuest combines thorough security analysis with responsive expert guidance to keep your CRM and Field Service platforms secure, compliant and aligned to your security governance priorities.

Unlike reactive security reviews, our Security Assessment Plans are powered by PQ SecurityAudit, a structured assessment framework that identifies vulnerabilities, evaluates access controls, validates compliance posture and delivers executive-level security visibility. This is security assessment built for protection, not just compliance checking.
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Trusted by Australia's Leading Organisations

ProQuest provides Salesforce security assessment expertise to leading Australian enterprises and government organisations. Our Customer Success Plans address complex security and compliance requirements across transport, utilities, energy, retail and manufacturing.
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Why Work With ProQuest

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Unmatched Salesforce Experience

- Salesforce Summit Partner
- Over a decade of Salesforce delivery
- 100% Salesforce focused
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Outstanding Customer Satisfaction

- 4.86 out of 5 CSAT
- 250+ projects surveyed
- Long-term enterprise partnerships
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Highly Trained Salesforce Consultants

- 210+ Salesforce certifications
- Number one Field Service partner in Australia
- Specialists across Sales Cloud, Service Cloud and Field Service
- 300,000+ combined consulting hours
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Proven Security Assessment Framework

- PQ SecurityAudit: structured security assessment cycle
- Vulnerability identification, access control review and compliance validation
- Risk-linked security dashboards and executive reporting

What You Get With ProQuest

When you engage ProQuest for Salesforce security assessment, you gain more than vulnerability identification. You gain a long-term Salesforce partner accountable for platform security, compliance posture and measurable risk mitigation, delivered through a proven, structured methodology.

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Structured security assessment programme

Our PQ SecurityAudit framework operates a comprehensive assessment cycle to evaluate Salesforce security posture, identify vulnerabilities and validate compliance alignment with executive reporting.
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Certified Salesforce consultants

Instant connection to senior security specialists with extensive platform expertise spanning Sales Cloud, Service Cloud and Field Service.
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Australian-based security assessment team

Domestic experts who understand local regulatory frameworks, enterprise security standards and compliance expectations.
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Transparent security reporting

Clear visibility into security vulnerabilities, risk assessment, remediation recommendations and compliance status, with governance that supports executive oversight.
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Continuous security improvement

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Structured governance and compliance

Enterprise-grade security controls, compliance standards and assessment frameworks that reduce platform risk and support audit and regulatory requirements.
An ongoing security roadmap that strengthens defences, improves compliance and reduces risk as your business and security requirements evolve.
This model ensures your Salesforce environment stays secure, compliant and continuously hardened, while giving your leadership team the confidence that security is assessed, risks are identified and platform protection keeps improving.
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Salesforce Performance and ROI Assessment Tool

Assess Your Salesforce Health in 60 Seconds

Get a fast, practical view of how your Salesforce platform is performing today and where your greatest opportunities for adoption and ROI improvement lie. This short assessment is relevant for any Salesforce environment, whether you are managing Sales Cloud, Service Cloud, Field Service or a combination.

Salesforce Security Assessment That Delivers Measurable Protection

Our Salesforce security assessment combines the structure of SecurityAudit with the expertise of security specialists, so your Salesforce environment is not just compliant, it is continuously hardened against emerging threats.

Salesforce Security Assessment

Comprehensive security evaluation, vulnerability identification and compliance validation. From assessing access controls to evaluating data protection, we identify risks and deliver actionable remediation guidance.

1

CRM Security Review

Detailed security assessment and vulnerability identification across core CRM workflows that underpin sales, service and customer engagement. We evaluate access controls, data protection and security posture across Sales Cloud, Service Cloud and all connected platforms.

2

Field Service Security Assessment

Security evaluation and risk assessment of Salesforce Field Service to identify vulnerabilities, strengthen access controls and ensure secure field operations and data protection.

3

Compliance and Governance Assessment

Structured compliance evaluation using industry frameworks, including security policy review, access control assessment, data governance validation and regulatory alignment, with clear remediation recommendations.

4

Data Security and Integration Assessment

Evaluation of data security, integration controls and data protection measures to identify vulnerabilities, ensure secure data flows and validate compliance across connected systems.

5

Security Health Checks and Risk Audits

Regular assessments of platform security posture, vulnerability exposure, compliance gaps and security risks, with clear recommendations for remediation and hardening.

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Success Stories: Proven Security and Compliance Outcomes

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Shape Strengthens Field Service Security with Salesforce Field Service and ProQuest

Founded in 1989, Shape Australia is a leading construction and project management company. ProQuest conducted a comprehensive security assessment of their Salesforce Field Service environment, identifying vulnerabilities and delivering measurable improvements in security posture and compliance alignment.
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From Nintex to Salesforce: Securing Zimmer Biomet's Core Processes with ProQuest

ProQuest conducted a comprehensive security assessment of Zimmer Biomet's Salesforce environment, identifying security gaps and strengthening the company's security posture and compliance capability across core operational processes.
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What Our Clients Say

'ProQuest was amazing! I cannot thank them enough for their hard work, commitment and dedication to the security assessment. Big shout out to the team for their exceptional work.'

Joshua Olds Head of IT, Kogan

'ProQuest has been an exceptional Security Partner. They've effectively functioned as an extension of our in-house Security Capability, greatly augmenting our capacity to deliver security assurance to our system users.'

Jake Goodey General Manager, Operations, JB Hi-Fi

Insights from Our Experts

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How CIOs Should Evaluate Salesforce Security Beyond the Demo

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Why Field Service Security Requires Continuous Assessment

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FAQs

What is a Salesforce security assessment?

What is PQ SecurityAudit and how does it work?

What is the difference between a security assessment and ongoing security monitoring?

Who are ProQuest's security assessments designed for?

How does a security assessment improve compliance?

A Salesforce security assessment is a comprehensive evaluation of your Salesforce environment's security posture, vulnerability exposure and compliance alignment. For Salesforce environments, this includes access control review, data protection assessment, security policy evaluation, compliance validation and executive reporting, delivered through a structured methodology to identify and mitigate risks.
PQ SecurityAudit is ProQuest's structured security assessment programme, designed to comprehensively evaluate your Salesforce security posture and identify vulnerabilities. It follows a systematic framework including security policy review, access control assessment, data protection evaluation, compliance validation and remediation roadmap delivery. It is included in all Security Assessment Plans from Bronze tier upwards.
A security assessment is a point-in-time comprehensive evaluation that identifies vulnerabilities and compliance gaps. Ongoing security monitoring provides continuous surveillance and threat detection. ProQuest's security assessments combine both approaches, with structured vulnerability identification via SecurityAudit and continuous security monitoring with SLA-backed support and regular reassessment cycles.
Our Security Assessment Plans are designed for CIOs, Heads of IT, Security Officers and Compliance Leaders who want comprehensive, structured Salesforce security evaluation rather than ad hoc reviews. They are particularly suited to organisations with complex CRM, Field Service or multi-cloud Salesforce environments looking to strengthen security posture and ensure regulatory compliance.
ProQuest improves Salesforce compliance through comprehensive security assessment, vulnerability identification and remediation guidance. By evaluating access controls, validating data protection, assessing compliance alignment and providing clear remediation roadmaps, organisations consistently achieve stronger security posture, reduced risk exposure and measurable compliance improvements.

Enhance Salesforce Security Assessment

If your Salesforce platform has unidentified security vulnerabilities, compliance gaps are unclear or security posture visibility is limited, ProQuest can help you move from reactive security concerns to structured, comprehensive assessment and risk mitigation. Our Security Assessment Plans are built to deliver lasting protection, not just identify immediate issues.
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ProQuest works to empower companies in Australia and New Zealand to achieve higher security and compliance standards through the delivery of tailored Salesforce security assessments using disciplined security evaluation methodology.

We bring customer's security vision to life through comprehensive assessment of innovative and transformative Salesforce solutions.

Contact

• Lvl 12, 3 Spring Street, Sydney
• The Executive Centre
Level 22, Salesforce Tower, 180 George St, Sydney NSW 2000
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