We’ll look at some real-life examples of messy functionality and some easy ways to not only clean the mess but also keep your org clean for the foreseeable future.

1. So You Inherited (or Created) a
Mess…Now What?!
April 20, 2016

2. Speakers
Mike Gerholdt
Senior Manager, Admin Evangelism
Salesforce
@mikegerholdt
Dale Ziegler
Salesforce Administrator
Kansas City Southern Railway (aka KCS)
@DZieg11

3. Forward-Looking Statements
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or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
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4. Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

5. Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
• Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. Today’s Agenda
• Evaluate Your Org
• Create A Plan
• Utilize Available Resources
• Announce Prize Winners

7. Evaluate Your Org

8. What Constitutes “A Mess”?
Too many fields!
Everyone’s an admin!
Every user has their own profile?!
Checkboxes are required
fields?!
Multi-select picklists
(#YouWouldntLikeSteveMoWhenHesAngry)
No lookup relationships
Lovely…Quick
Create is enabled
Bad data!!
Quantitative data in
non-numeric fields

9. Learn About Your Data!
​ There are many tools and apps available to analyze your data

10. Start Figuring Things Out…but How?
​ Become a sleuth
Who created the org?
For Custom
Objects, check
for:
• Description notes
• Who created the
object?
• When?

11. Start Figuring Things Out…but How?
​ Schedule meetings with stakeholders!

12. How to Track Everything That Needs to be Done?
Options for Project Management:
• Build your own custom
object(s)
• Case object
• AppExchange
Items to track:
• Who requested?
• Fix or Enhancement?
• Estimated Time to Complete
​ Use Salesforce to enhance Salesforce!

13. Create Your Plan

14. Philosophical Approach to Tackling the Problem
​ Cleaning an org is like Baseball: a game of multiple strategies
• Are you going to swing
for the fences at the
risk of striking out?
• Are you going to play
“small ball” and
incrementally work
your way towards
small wins?

15. Time to Fix the Problems: Fields
439!!!!
(backstory: this object asks 13 questions…30 times)
2 possibilities/necessities for field
integrity:
• Create a child object with
a Master-Detail Relationship
• Field Trip

16. Character Limits: Reduce Your Load
CURES: Shorter field names, improvements to nested IF statements

17. Profiles: Who Can do What? WHY DOES EVERYONE HAVE
THEIR OWN PROFILE?!?!?!
WHY?! WHY?!?!

18. Profiles: Who Can do What?
Permission Sets provide additional
access and capabilities to virtually every
element of your org, a la carte to
individual users, even if their profile
grants ZERO access
• Objects
• Fields
• VF pages
• Apps
• Apex classes

19. Page Layouts + Record Types
​ Page Layouts
​ Allow different fields (required or not), related lists, links, buttons, etc., to be shown for
the same object
​ Record Types
​ Allow differentiation of business processes (including picklist options!) to be honored
for the same object
​ Record Type is a data field, so it can be updated with Workflow and Flow

20. Page Layouts + Record Types

21. Utilize Available Resources

22. Rally the Troops…in the Community!
• #askforce
• @asksalesforce
• Follow your favorite bloggers and community
members
• (shameless plugs) @DZieg11, @SalesforceAdmns
• My favorite groups: Solo Admins, Reports &
Dashboards, MVP Office Hours, Salesforce
Workflow Automation, Visual Workflow
Discussions, Data Governance
• Follow your local User Group!
• Follow your regional User Groups!

23. Resources
New Trailhead Badge:
Data Quality
Blog Post:
Spring Cleaning – Simplifying your Salesforce
Reports
Contact Dale:
@DZieg11, dalesfdc11@gmail.com

24. Top 5 Tips from the Community (and winners of
#AwesomeAdmin sunglasses)!

25. Join the Admin
Webinar Group
for Q&A!
bit.ly/AdminWebinarGroup

26. thank y u