If you haven’t heard of Marie Kondo, she’s a wildly famous professional organiser and author. Her book, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organising, has been published in 30 countries and teaches you how to get rid of things and organise the things you do keep. She even says in the book that she won’t be offended if you get rid of your book. I read her book, and although some of her suggestions struck me as ridiculous (like who has time to take all their shampoo and soap out of the shower after every use?), I really believe in simplicity and only having things around that bring you joy.
How does Marie Kondo relate to your Salesforce org? In the same way that she tells you to get rid of things that don’t spark joy, you should remove things from your Salesforce org that are no longer needed. Having a home that only has functional and beautiful things in it is the same as having a Salesforce org that only has relevant workflow rules, reports, fields, etc. As admins and developers, it’s essential that we not only build new functionality; we also need to take stock of what’s already there and purge as needed.
I’ve recently been cleaning up my org and it’s really refreshing. Here’s a what I’ve done that I’ve found to be helpful for my org:
- Delete deactivated workflow rules that are definitely not going to need to be reactivated. Go through each workflow rule and ensure that it still has a currently business use. Maybe it’s an email alert to users that aren’t even at the company? Maybe it relates to a legacy process? Ask your stakeholders for more information if you aren’t sure, and communicate any changes they need to be aware of.
- Delete field updates and email alerts that are not connected to any workflow rule, approval process, or entitlement process.
- Delete apps that aren’t being using. Consolidate apps that have similar tabs. Communicate any changes to your users!
- Go through Installed Packages, and uninstall ones that are no longer being used.
- Delete record types that have no records associated with them or are legacy record types.
- Organise report types using a standard naming convention. Update the report type layouts to default to the most-used fields and remove unnecessary fields from the report type altogether.
- Run a report (report type: Reports) of when reports were last run. For reports that haven’t been run for over a year, delete them. You can always recreate them if someone needs something again.
- Consolidate profiles and use permission sets where needed to grant additional access. I used this tool to compare profiles and it helped me consolidate 35 custom profiles to 15.
- Organise report folders, email folders, dashboard folders. Consolidate and make sure the names and descriptions are clear.
- Delete page layouts that aren’t assigned to any profiles or record types. Consolidate page layouts where you can.
- Delete fields that have no data or have never been used. If necessary, transfer data to a newer, more relevant field.
I promise doing even one of these tidying tasks is really satisfying. Happy cleaning!