How to Clean Your
Salesforce Org in 6 Steps

A free DIY Series for Salesforce Admins

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.

Full Series

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Part #1

Business Processes – Reviewing organization management

Part #2

Users & Roles – Who sees what?

Part #3

Data architecture – What’s this mess?

Part #4

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

Part #5

Data Cleanup – Take out the trash

Part #6

User Interface – Simplify the screens


Make Sure You Download the How-To Workbook Guides

Part #1

Business Processes – Reviewing organization management
Download Guide »

Part #2

Users & Roles – Who sees what?
Download Guide »

Part #3

Data architecture – What’s this mess?
Download Guide »

Part #4

Integrations, apps & syncs – Where are these records coming from?
Download Guide »

Part #5

Data Cleanup – Take out the trash
Download Guide »

Part #6

User Interface – Simplify the screens
Download Guide »

 

Pricing

Professional

$ 350 User/
Month
  • Impact Analysis
  • Dependency Map
  • Tests Recommendations
  • Test Management
  • Requirements Mgmt.
  • Single Prod. Environment

Enterprise

  • Impact Analysis
  • Dependency Map
  • Tests Recommendations
  • Test Management
  • Requirements Mgmt.
  • Portfolio Mgmt.
  • Risk Cockpit
  • Integrations With ALM/CI/CD
  • Integrations With Test Automation
  • Multiple Prod. Environments