How to Clean Your Salesforce Org in 6 Steps
A free DIY Series for Salesforce Admins
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Part #1: Business Processes - Reviewing Organization Management
Before you watch the episode, make sure you download the part #1 how-to workbook guide
Salesforce starts simple, but over time business requirements evolve and clutter seeps into your Salesforce, turning efficiency to complexity.
Join our series, hosted by Salesforce MVP, David Giller. Learn how to eliminate the clutter, remove the distractions and help your team work more efficiently in Salesforce.
Business Processes – Reviewing organization management
Users & Roles – Who sees what?
Data architecture – What’s this mess?
Integrations, apps & syncs – Where are these records coming from?
Data Cleanup – Take out the trash
User Interface – Simplify the screens
In this Salesforce DIY Series you will learn a simple and easy-to-follow methodology
Gain a better understanding of your current Salesforce configuration
Identify features and functionality users need to do their jobs in Salesforce
Understand data visibility and sharing rules appropriate for various team members
Unravel existing Salesforce objects, record types, fields, validation rules and more
Understand third-party apps and integrations and who is expected to be using them
Review your data to uncover duplicates, half-baked records, abandoned, or dormant records
Review user interface to remove clutter within lists, and fields to redesign your screens
Discover Salesforce change delivery
risks before they impact