SOC 2 for Salesforce Partners · 9 min read

7 Reasons For Running SOC 2 and GRC Policies on Salesforce

Discover the advantages of managing your SOC 2 Control Matrix and IT GRC Policies directly on Salesforce, a guide for ISV Partners.

Why you should run your SOC 2 control matrix and IT GRC policies on Salesforce
Share

You’ve heard the phrase “eating your own dog food,” a business colloquialism that speaks to the act of using your own products to validate their quality. For Salesforce ISV Partners, managing SOC2 Control Matrix and IT Governance, Risk Management, and Compliance (IT GRC) Policies on Salesforce is a classic case of practicing what you preach. Needless to say, a vast majority of businesses consider governance, risk, and compliance features when selecting a platform. But what exactly are the advantages of using the Salesforce platform to run your SOC 2 controls and IT GRC Policies?

This blog post explores five business benefits Salesforce delivers when transitioning towards these frameworks.

1. Centralized Control

Running your SOC2 Control Matrix and IT GRC Policies on Salesforce brings everything under one roof. A centralized view aids in real-time monitoring and quick adjustments.

2. Customization

Salesforce’s platform is extraordinarily customizable. You can tailor your SOC2 and IT GRC protocols to fit the specific needs and processes of your organization.

3. Ecosystem Synergy

Your business probably already relies on Salesforce for CRM, customer service, or marketing. Extending the platform to cover governance and compliance streamlines operations and minimizes data silos.

4. Auditing Made Easier

Salesforce has robust built-in auditing features that automatically track changes, making it significantly easier to maintain and prove compliance.

5. High-Security Standards

Salesforce is a SOC2-compliant platform. Running your compliance protocols on a platform that is already aligned with high-security standards assures better protection. From our own experience, by integrating compliance metrics within the CRM we get faster response time to security incidents.

6. Scalability

As your organization grows, so will your compliance requirements. Salesforce’s scalable architecture ensures you’re well-equipped to adapt to these evolving needs.

7. Utilizing Professional Services Automation (PSA) Tools

PSA solutions like Klient PSA offer features explicitly designed for governance, risk management, and compliance. These features can simplify integrating and managing your SOC2 and IT GRC requirements on Salesforce.

Running your SOC 2 Control Matrix and IT GRC Policies on Salesforce isn’t just practical, it’s a strategic move that can simplify compliance, improve security, and provide a competitive edge. The time to integrate is now.

In another blog post of this collection, we explore what SOC 2 compliance can bring to your business as a Salesforce ISV Partner.

Simplify your SOC 2 journey by leveraging tools specifically designed to support governance, risk, and compliance. Join the Klient Ecosystem to gain exclusive access to our Control Matrix templates and IT GRC Policies.

klient logo

You liked this Klient Tip? Share it with your team!

Discover more articles from Klient

Replace all your tools with Klient, Salesforce #1 PSA platform

Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!

YA
Yanick Abraham
What I do… I thrive on helping companies grow their business. I’m at my best when I connect with the executives, the management team and the employees to understand their business, their pains and their vision so I can guide them in this Cloud age. I enjoy sharing industry best practices, optimizing processes, planning technology roadmaps and structuring a business for growth. I feel successful when my customer reach their business objectives. In the past few years, I’ve had the opportunity to work with more than 400 companies which gave me great business insights, industry knowledge and technical expertise that I apply with my customers. When conducting efficient business process management, I don’t lose myself in methodology details, I prefer being straight to the point, agile, adaptive and achieve results efficiently. Technology evolves rapidly and it’s tough to keep on top, but I do. That’s why you can rely on me to find the best solutions for your business! I’m a highly effective solution architect, a business process specialist, a coach and a technology enthusiast who helps companies grow their business.
Connect on LinkedIn

See Klient PSA in action.

Book a 30-minute demo. Go live in 3 weeks.

$39/user/mo 3 wks go-live 100% Salesforce native