Is a cluttered Salesforce account killing your team's productivity
Over-customization and old reports and customizations cause uncertainty, rework and DevOps and compliance delays. Clean them up safely and quickly with Strongpoint.
Many Salesforce orgs are littered with reports, objects, fields, layouts and even scripts and workflows that were a good idea in the past (and perhaps only briefly) but are no longer useful. These extra customizations quickly accumulate and have direct operational, support and training costs. Simplifying your instance with Strongpoint clean up tools can have many benefits for end users but what about your Dev and Admin teams?
Clean-up is vital to efficient use of Salesforce and great Salesforce DevOps.
Without it, developer and admin teams must consider and run to ground the impact of changes on reports and customizations that may no longer be needed. The result is delay and inefficiency. Admins are flooded with repeated requests to change or recreate the same field or search. End-users lose faith in the efficiency of the platform as they struggle to find answers to their questions and training and data quality costs rise unnecessarily. But there can be a more direct impact as well: Admins and dev's may be faced with an unmanageable problem analyzing new changes.
Imagine a simple question: Can I change this field or this picklist?
In a well-managed instance, an Admin may need to check in a number of places (and Strongpoint documentation may be a big help). But what do you do if it is used in 30, 50 or 100 reports, fields and other customizations - many of which are not in use? Regularly pruning your fields, reports and unused scripts, workflows and other customizations can not only make it easier to answer change-related questions; it also helps everyone be more confident about risk analysis keeping the company moving forward.
Other benefits to clean up may not be immediately obvious:
- Unused fields not only waste database size (and therefore money and speed) but also slow the rendering of layouts and pages.
- Unused fields also are signs of processes that may no longer be in use - which can point the way to scripts, workflows, triggers and other automation that is no longer required.
- Unused reports make it difficult to find the correct source of data but also clog up the search and report navigation results
- Old code can still be 'in use' but doing nothing useful other than slowing down pages or wasting server resources
At Strongpoint, we see many Salesforce instances that are overwhelmed with reports. Users were creating reports, losing track of them, recreating them and on and on. This situation can rapidly spiral out of control. In other instances, we find hundreds of custom fields, many of which were never adopted or were parts of processes that were abandoned as the company grew. In some cases, customers are running into the upper limit of custom fields on a record.
What to watch for: There are a wide range of types of extra or unused objects that Admins should be paying attention to on a regular basis, including:
- Unused fields and objects
- Unused Reports
- Reports and other customizations created by former employees
- Scripting, Triggers and Workflows running against unused fields
- Reports needlessly showing empty fields
- Who is (or was) using fields and objects in the past
In order to untangle these problems you need to know
- When each customization was last used - this can be tricky because the date would be calculated differently for different types of object or even different types fields
- When each customization (field, report, script etc) last changed
- Who is (or was) using fields and other customizations in the past
- Whether the system is using those fields
Strongpoint automatically flags the unused searches and customizations as well as other unused, improperly configured or suspect customizations to help you clean them up. We also have the tools to track and clear large numbers of objects for clean-up and a complete backup of each customization in case you need to put it back. Our account clean-up tools simplify account management to show you each of these problems and help you resolve them.