Salesforce Access Reviews

Navigate to the Access Reviews module. Here, you can create a new certification.

Specify the certification name and designate an owner responsible for overseeing the review process.

Select Salesforce as the application.

Choose a primary reviewer and add a fallback reviewer who can take over if the primary reviewer is unavailable.

Select the users that need to be reviewed with the help of filters if required.

Set up automated actions for users whose access needs to be modified or revoked.

Select a start and end date for your review. Zluri will notify reviewers and the certification owner to ensure the user access review process is on track.

The reviewer is then presented with a view where they can approve, modify, or revoke each user's access. Zluri’s insights engine further streamlines the user access review process by highlighting potential access risks.

Click conclude, and your access review will be completed.

You can download the audit-ready report to present evidence that the access review for Salesforce has been completed.