When a Salesforce implementation needs a technical audit

1. Performance Drops and Operational Inefficiencies

If page loading takes several seconds or users encounter random validation errors when saving records, your background automations are likely colliding.

2. Accumulation of Overlapping Automations

Over time, organizations accumulate legacy Process Builders, unmanaged Apex Triggers, and declarative Flows competing on the same objects. This triggers record locking issues and unpredictable errors.

3. Hitting Governor Limits

Salesforce strictly enforces limits (SOQL queries, CPU time, DML limits). If your team receives system limit emails or integrations fail intermittently, a technical audit is required to refactor redundant code.