Data ModelFeaturesTips & Tricks

Cutting the Clutter: Maintaining a Clean Salesforce Org

Don't raise the white flag in the battle, to clean your Salesforce

Maintaining a clean Salesforce org, doesn’t need to be a battle. Recently, I was watching a great webinar by Kelly & Leanne entitled ‘Cut that Clutter‘. And it got me thinking about how the problems faced by a cluttered Salesforce, and how it can easily consume an Admin’s time and effort. And it not only affects us as Admins, but also our end users! So in this post I am going to recap some of the awesome tips shared in this webinar, and also see offer some additional FREE tools to tackle the problem that so many of us face!

The War Against Clutter

Ok, ok. I admit that this header is full of hyperbole.

Maintaining a Clean Salsforce, shouldn't be a battle...
Don’t raise the white flag, in the war against clutter!

But a cluttered Salesforce creates a lot of frustration and anxiety for me. And I assume most it does for most of you reading this too! My personal vendetta against clutter drives me to ensure I am always improving the org for my end-users…

I have previously written about how we started to tame the Technical Debt beast haunting our primary orgs and removed over 2 million records from an org (hint: very manually).

But there is still so much to do…

It is a seemingly never-ending fight. But as Admin’s we are always looking for tools and resources to help us in our day to day Admin Superhero duties. And to help us in maintaining a clean Salesforce org…

Cut that Clutter! – The Recap

Now before we get much further. If you have a spare 30mins I strongly recommend that you watch the webinar as I am only going to briefly summarise it here…

The session covers the Three-S’s. These are the primary areas to focus on, to ensure your CRM is kept in tip-top shape.

  • Security – making sure you know who can see what in your CRM
  • Structure – does the setup of Salesforce ensure data security and meet any data governance requirements
  • Strategy – how to plan and scale while ensuring you don’t have to keep doing ‘big clean-ups’ each year

If you want to hear more, then please check out the video.

Cut that Clutter: Resources mentioned

Next up, the ladies mentioned some great tools to help you in maintaining your Salesforce org.

From Salesforce:

  • Salesforce Optimizer (aka Optimiser in non-US/Canada countries πŸ™‚ ) – I am in LOVE with Optimizer reports. It is such an amazing tool to help you analyse and understand where the Technical Debt is likely to be hiding within your org. This should be your first port of call, in maintaining a clean Salesforce. That is how much I love it!
  • Security Health Check – helps you understand any vulnerabilities you may have within your Salesforce. This covers areas like Password Policies, Critical Updates, etc.

From AppExchange:

  • Field Trip – this tool is one I install in every org I have managed now for a number of years!! It is a great tool to help analyse and understand just which fields are being populated and used by your end users. It is worth noting, that if you have a field that is always updated automatically by a trigger/workflow… Then it will obviously show as being used, even if that trigger/workflow update isn’t actually required. But overall it will help you understand your org in very tangible way.
  • The Permissioner – can help you when mass assigning/removing Permission Sets from your users.

From Trailhead:

Additionally the ladies have set up an Admin Trailmix.

This covers a number of modules covering: Salesforce Profiles/Permission Sets, User Authentication, Data Quality, Data Management and finally Reporting & Dashboards.

Help with maintaining a clean Salesforce org

Extra, extra! Two more tools to add to your Salesforce Cleaning toolkit…

Now for the bonus round.

There are always so many tools and ideas out there helping admins when maintaining a clean Salesforce org. And I am only skimming the surface with these next two tools…

Compare Permission Sets & Profiles

When watching the webinar, albeit not live, I started shouting at my screen.

During the Security section, there was a point around Profiles/Permission Sets. As an admin it is a mammoth task to compare all profiles/permission sets and what they might grant access to within your org. This can be kryptonite to Salesforce Superadmins…

There was a recommendation to switch off Enhanced Profile View, and then compare the permissions… But why do that? Especially, when there is a secret weapon at your disposal?

Perm Comparator by John Brock is that secret weapon!

Seriously… More people need to know about this tool! And I am not even on commission! πŸ™‚

Stop duplicates in their tracks…

Salesforce hasn’t always been an admin’s best friend when it came to cleaning an org…And without getting all ‘back in my day’-ish…

But there was a time Optimizer, Security Health Check and those tools simply didn’t exist.

There was also a time Salesforce didn’t have an easy way to prevent duplicates… Admins had to either buy other tools to identify and manage duplicates, or create complex formulas and validation rules to try and prevent exact match duplicates.

But when planning your strategy for maintaining a clean Salesforce, you should investigate the in-built duplicate management tools from Salesforce.

After all, what good is cleaning up your security (profiles, access policies, passwords) and clearing out fields you don’t use any more – if your end users are still swimming in duplicate records?!

The in-built feature will take care of the basics, but depending on your use case, there may still be a reason to buy a tool like Cloudingo or DemandTools (just to name a few).

What is in your toolkit?

De-cluttering your Salesforce can be so rewarding!
De-cluttering can be so rewarding!

As I mentioned I only skimmed the surface here… And this is a topic I can (and will likely) write more about in the future. I have rambled more than enough for now…

So to wrap up the post, feel free to add any other suggestions or recommendations for your ‘Cleaning Salesforce Toolkit’ into the comments section below.

Tags
Show More