Tuesday, February 7, 2017

Doing a Salesforce Org Cleanup Analysis

For most Salesforce administrators, they do their best to keep their instances clean and easy to understand.  That being said, with time, it is easy to have an instance that needs a cleaning.  Having done a number of Salesforce instance reviews and cleanings, I thought it would be valuable to share some of the things I look for.  They include:

  • Apps Installed - What are all the apps presently installed in the Salesforce instances and are they all being used?  Often there will be old apps installed that no one is using.  By removing them, you can remove a lot of un-necessary objects, tabs, etc.
  • Licenses Installed - What are the licenses presently enabled for the instance, and how many of them have been assigned?  By looking at this you can get a feel for overall adoption.  I often look at the list of users who have login access to ensure they have all been logging in recently.
  • Data Storage - What amount of the data and file storage is being used?  By looking here you can get a feel for who are the power users, but also what object(s) may, or may not be effectively used.
  • Workflows - What are the workflows presently enabled?  By looking at this, you can get a feel for what needs to be considered before removing any objects, etc.  You will want to check for any Process Builder automations (usually a sign of an advanced administrator).
  • Fields and Page Layouts on Key Objects - What are the fields on the key objects (e.g. Leads, Accounts, Contacts, Opportunities, Contracts and Cases)?  What about the page layouts on those same objects?  By looking here you can get a feel for some more recommendations on how to optimize the system.  Additionally, often there will be data being stored in fields that should be encrypted or protected by field level security, but isn't.
  • Newest Features Enabled - What features, from the recent releases, have been implemented?  By looking at this you can get a feel for how active the admin has been, but also get a few quick wins/recommendations to give to the client.
  • Security Settings - What security settings have been enabled for Org Wide Defaults and also Login.  By looking at this you can get a feel of any vulnerabilities that may still exist.  This is especially prevalent in older instances.
  • Reports and List Views - Often when instances grow, they leave the ability for all users to create Public List Views and Reports enabled.  However, in doing so, there is often an excessively large number of views and reports not being used.  
  • Code Review
So these are just a few of the things I look forward when being introduced to a new client's instance, or helping a client who needs a clean-up project.  


  1. I need to say that is one of the high-quality posts that i have perused in all my existence. the whole lot right here is absolutely superb. I couldn't have requested a highly progressed put up than this. . i am able to bookmark your web website online and advocate to all my friends. Feel free to surf College paper writing service

    1. IEEE Final Year projects Project Centers in Chennai are consistently sought after. Final Year Students Projects take a shot at them to improve their aptitudes. IEEE Final Year project centers ground for all fragments of CSE & IT engineers hoping to assemble.Final Year Projects for CSE

      Spring Framework has already made serious inroads as an integrated technology stack for building user-facing applications. Spring Framework Corporate TRaining .

      Specifically, Spring Framework provides various tasks are geared around preparing data for further analysis and visualization. Spring Training in Chennai

      The Angular Training covers a wide range of topics including Angular Directives, Angular Services, and Angular programmability.Angular Training

  2. I enjoy what you guys are usually up too. This sort of clever work and coverage! Keep up the wonderful works guys I’ve added you guys to my blog roll.
    salesforce training in chennai

  3. Aw, this was a very nice post. In thought I wish to put in writing like this moreover – taking time and precise effort to make a very good article… Salesforce Training in Hyderabad.. however what can I say… I procrastinate alot and by no means seem to get something done.

  4. This comment has been removed by the author.

  5. Come on man! You had such a nice blog here. Why did you quit? Is this was because of job or family? I quickly checked your blog and found out so many good and interesting information. But your posts stopped, the heart of blog is not beating like it should. People abandon their blogs like bad parents who abandon their kids. I hope that someday cyberpunk future will come, and humanity will be terrified how these abandoned kids will respond to the humankind. We will be look for some resolution in dissertation, history or even in AI itself. But it will be too late already.

  6. Very useful and information content has been shared out here, Thanks for sharing it.
    Visit Learn Digital Academy for more information on Digital marketing course in Bangalore.

  7. This concept is a good way to enhance the knowledge.thanks for sharing. please keep it up salesforce Online Training Hyderabad

  8. Very useful information to everyone thanks for sharing, learn the latest updated Technology at Best Training institutions
    Salesforce Lightning is the latest updated technology
    Salesforce Training in India
    Salesforce Training in bangalore

  9. Great post. I will also learn Digital marketing course to know more about marketing strategies. Thanks for sharing
    Data Science training in Chennai | Data Science Training Institute in Chennai | Data Science Course in Chennai

  10. This content is very good way for devolep the knowledge. Thanks for your wonderful post. I would like to regular updates from your blog...
    IELTS coaching in Chennai
    IELTS Training in Chennai
    IELTS coaching centre in Chennai
    Best IELTS coaching in Chennai
    IELTS classes in Chennai

  11. Hey Nice Blog!! Thanks For Sharing!!!Wonderful blog & good post.Its really helpful for me, waiting for a more new post. Keep Blogging!
    SEO company in coimbatore
    SEO company
    web design in coimbatore

  12. Nice post. I learned some new information. Thanks for sharing.

    Guest posting sites

  13. Thank you so much for posting this. I really appreciate your work. Keep it up. Great work!Best software training company with placement in Hyderabad

  14. A befuddling web diary I visit this blog, it's incredibly grand. Strangely, in this present blog's substance made motivation behind fact and sensible. The substance of information is instructive
    Oracle Fusion Financials Online Training
    Oracle Fusion HCM Online Training
    Oracle Fusion SCM Online Training

  15. This post is really nice and informative. The explanation given is really comprehensive and informative...

    salesforce developer course


  16. Thanks for Sharing This Article.It is very so much valuable content. I hope these Commenting lists will help to my website
    workday studio online training
    best workday studio online training
    top workday studio online training

  17. Really nice and interesting post. I was looking for this kind of information and enjoyed reading this one. Keep posting. Thanks for sharing.
    digital marketing course in guduvanchery

  18. Great job for publishing such a nice article. Your article isn’t only useful but it is additionally really informative. Thank you because you have been willing to share information with us. Salesforce Admin and Development Training

  19. Really nice and interesting post. I was looking for this kind of information and enjoyed reading this one. Keep posting. Thanks for sharing.

  20. When you think of developing your business or help it spread its wings, you need a popular and good Web Design Campany to help you suffice all your needs.

  21. More often than not, many of the reviews posted on such sites are either complaints posted by competitors looking to tarnish another company. Safer Reviews

  22. instead of describing each screen, take a real world example and walk through it together; it ends up almost being business process training more than it is software training Salesforce training in Chennai

  23. I think this the best blog with the most important information filled in this website
    I Got the more and more ideas from this blog Thank You for letting us to know.
    pythonTraining in chennai

    python Course in chennai

  24. With Guru and Salesforce Service Cloud together, your support team can help customers with speed, accuracy and confidence. telljdpower

  25. The Middlemen who neither over or under-perform, but with the right training and development could really drive your company forward. Salesforce training in Chennai