The Life-Changing Magic of Tidying Up in Salesforce
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Learn tips and tricks for decluttering Service Cloud so your data is clean and your metrics are accurate for your management team. https://youtu.be/MKmraiQPbic
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The Life-Changing Magic of Tidying Up in Salesforce
- 1. The Life-Changing Magic of Tidying Up… in Salesforce Tips and Tricks for Decluttering in Salesforce Service Cloud
- 2. Jeremy Krebbs Salesforce Consultant, Internet Creations Connect with me: www.linkedin.com/in/jeremy-krebbs-6262a787/ jeremy.krebbs@internetcreations.com Manager, Professional Services, Internet Creations Connect with me: www.linkedin.com/in/markbudzyn/ mark.budzyn@internetcreations.com Mark Budzyn
- 3. Agenda ● Why Do We Need to Clean Up? ● Understanding What Matters VS What’s Just Noise ● Best Practices for Cleaning ● A Dashboard that Sparks Joy
- 4. What Does your Messy Org Say About Your Data? A lot of nothing
- 5. What Information Matters VS What’s Just Noise
- 6. Deciding What Matters Step 1: Talk to Stakeholders Step 2: Do an Analysis
- 7. What Matters in Service Cloud Think: Actionable Work • Utilization: • Response Times - Case Flags for Salesforce • Due Dates, Follow-Up Date • Subject Lines and Description • What’s the problem and what did you do to fix it • Master Data and Normalizing Data
- 8. Cleaning Up Fields/Metadata Does this field spark joy?
- 9. What Needs Tidying? RingLead Field Trip app for Salesforce: ● FREE ● Discover unused fields Field Footprint ● Built by Salesforce ● Enterprise edition and up These apps aren’t foolproof but give you a place to start Take a Field Trip!
- 10. Two Paths to Tidy... DEPRECATE DELETE ● No longer favored; discouraged from use ● Legacy processes ● Historical ● Removed and no longer available ● Stored offline/different system OR
- 11. To Deprecate or Delete? ● Is there data? What percentage of the fields are populated? ● Is the data relevant? ● Are there process that need access? How frequently? ● Is there a similar field/process? ● Is there a legal/compliance requirement? ● Is there a data retention policy? ● Has the data been backed up? Questions to ask
- 12. Deprecating Fields Best Practices ● Document and communicate ● Read only if possible ● Re-label fields with a prefix (“x_”)
- 13. Deleting Fields Best Practices 1. Review 2. Relabel 3. Hide 4. Read Only & Update 5. Backup Automations and code Relabel the field label with an obvious prefix (e.g. ‘del_’) Remove the field from user view (e.g. page layouts) Remove access to all users including admins (e.g. permission sets & profiles) Update automations and code Back-up the data Where in use? Did anyone notice? Did anything break? PrecautionDid anyone notice? WAIT WAIT WAIT
- 14. Where Is This Used? By Salesforce ● Available for Sandbox ● Leverages new Dependency API ● Some limitations Pilot Program Happening Now
- 15. Other Clean-Up Magic ● Picklists ○ Deactivate ○ Replace ● Poor field design ○ Data structures
- 16. Keeping Things Tidy in the Future
- 17. Best Practices for Keeping Your Org Tidy • Tidy up regularly • Document fields and processes (description field) • Work with the stakeholders and the business • Be an #AwesomeAdmin - Balance pros & cons • Ask yourself: Do I really need this field? • Change control
- 18. What Does a Clean Org Look Like?
- 19. Additional Resources ● Case Flags for Salesforce - Real-time visibility for prioritizing cases ● RingLead Field Trip - Free AppExchange App ● Where is this Used? - Salesforce help article for button (available in Beta) ● OwnBackup - Salesforce Data Backup