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.
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
