How to Clean Your Salesforce Org in 6 Steps
A free DIY Series for Salesforce Admins
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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.
Coming soon on Nov 20
Users & Roles – Who sees what?
Coming soon on Dec 5
Data architecture – What’s this mess?
Coming soon on Dec 20
Integrations, apps & syncs – Where are these records coming from?
Coming soon on Jan 8
Data Cleanup – Take out the trash
Coming soon on Jan 22
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