How to Clean Your Salesforce Org in 6 Steps

A free DIY Series for Salesforce Admins

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This Week’s Episode: Part 3

Before you watch the episode, make sure you download the part 3 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.

#1 
Business Processes – Reviewing organization management

#2
Users & Roles – Who sees what?

#3
Data architecture – What’s this mess?

Coming soon on Jan 8

#4
Integrations, apps & syncs – Where are these records coming from?

Coming soon on Jan 22

#5
Data Cleanup – Take out the trash

Coming soon on Feb 6

#6
User Interface – Simplify the screens

In this Salesforce DIY Series you will learn a simple and easy-to-follow methodology

Configure
Salesforce

Gain a better understanding of your current Salesforce configuration

Identify
Features

Identify features and functionality users need to do their jobs in Salesforce

Gain Better
Visibility

Understand data visibility and sharing rules appropriate for various team members

Unravel
Salesforce Objects

Unravel existing Salesforce objects, record types, fields, validation rules and more

Evaluate Third-
Party Apps

Understand third-party apps and integrations and who is expected to be using them

Uncover Duplicate
Records

Review your data to uncover duplicates, half-baked records, abandoned, or dormant records

Remove the
Clutter

Review user interface to remove clutter within lists, and fields to redesign your screens

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risks before they impact

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