Spring is here! As flowers bloom and the world feels fresh again, it’s the perfect time for Salesforce Admins to give their org a little TLC.
A well-maintained Salesforce instance doesn’t just look good – it runs smoother, faster, and keeps users happy. Here are some practical, approachable tips to help you clean up your Salesforce org this spring.
1. Dust Off Old Reports and Dashboards
Just like old files piling up on your desk, unused reports and dashboards can clutter your org. Take some time to:
- Identify reports that haven’t been accessed in months.
- Check for outdated or duplicate dashboards.
- Archive or delete anything that’s no longer relevant.
- Optimize reports that are still needed but running slowly.
- Define a structure for how reports, dashboards, and folders should be named.
- Ensure users are only given access to the relevant report and dashboard folders.
2. Declutter Your Data
Over time, your org might collect duplicate or incomplete records. Consider these steps:
- Use Salesforce’s built-in duplicate management tools to find and merge duplicate records.
- Run data quality reports to spot missing or inconsistent information.
- Archive old records that are no longer needed but can’t be deleted.
3. Mop Up Page Layouts
Page layouts can multiply over time as new fields and requirements are added. Too many layouts can confuse users and make maintenance tricky. Here’s how to streamline them:
- Audit existing page layouts to identify similar or redundant ones.
- Combine layouts where possible, reducing the number of variations.
- Leverage Dynamic Forms and conditional visibility to show fields only when relevant.
- Test your page layout speed to ensure optimal performance.
4. Organize Roles and Permissions
Are your users assigned to roles and profiles that still make sense? To tidy up:
- Audit user roles, profiles, and permission sets to ensure they align with current business processes.
- Revoke permissions that are no longer necessary to reduce security risks.
- Consolidate redundant profiles and permission sets.
5. Sweep Away Unused Fields and Objects
The ability to create custom functionality, fields, and objects is a huge part of Salesforce’s appeal, but old custom fields and objects can cause confusion and slow performance. To clean up:
- Get a tool to help you find fields that are rarely or never used (I like ZoomInfo Field Trip).
- Delete or archive unnecessary custom objects and fields.
- Update field descriptions and help text to keep things clear for users.
- Review and tidy up default values and picklist values.
- Consider implementing State and Country Picklists.
6. Tidy Up Your App Launcher
Apps in Salesforce are collections of objects (tabs) that work together as a unit to serve a particular business function. It’s generally a way to group related functionalities and data in a single, easy-to-use interface.
For example, a sales app includes sales-related functionalities and objects shown as tabs for accounts, opportunities, and leads, while a service app would include support-related functionalities and objects shown as tabs for cases and Knowledge.
If users are overwhelmed by too many apps in the App Launcher, it’s time to organize:
- Remove obsolete apps or those no longer in use.
- Assign users only the apps they need.
Final Thoughts
Spring cleaning your Salesforce org might seem daunting, but breaking it down into manageable tasks makes it much easier. A clean, well-organized instance not only improves performance but also keeps users productive and happy.
Take a little time to refresh your org now, and you’ll thank yourself later! Happy spring cleaning!
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