Increase Your Salesforce Org Value
Business activity has slowed to a crawl. The impact of current events has your Salesforce org’s future enhancements on hold while the leadership team navigates the business through treacherous waters. Your org’s roadmap is unclear as you pivot away from a proactive work strategy of meeting future business needs to a stagnate “wait and see” approach. Does this sound familiar to you?
Recommendations for Getting Ahead of the Curve
As Salesforce professionals, an opportunity (no pun intended) has presented itself. Now is the perfect time to take a more in-depth look at your org and find ways to create value for the business. The “wait and see” approach only ensures that you will “wait” for success and will “see” that it does not happen. Here are just a few recommendations to get ahead of the curve and better prepare your Salesforce org for increased productivity in the near future.
Conduct a Salesforce Org Review
A perfect time to conduct a Salesforce org review is during business slowdowns. I recommend starting with user account records. Do you have users set as active that no longer require access? An analysis of active user account records can surface a potential security concern. Also, a user review can provide the ability to increase license capacity by deactivating unnecessary user accounts. The trickle-down effect promotes data accuracy and usability. Transfer the records previously owned by the deactivated users to the appropriate owners so that those records can be put back into play.
Review Profiles, Permission Sets, Roles, and Sharing Rules
Another quick win is with profiles, permission sets, roles, and sharing rules. With Salesforce best practices in mind, check each of your profiles to see if there is a way to consolidate similar profiles into a more restrictive profile. Create permission sets to extend privileges beyond the profile, on an as-required basis. Check your user assignments in the role hierarchy to ensure record visibility is aligned with the business structure. Create sharing rules to accommodate any special circumstances the business requires. Remove any profiles, permission sets, roles, and sharing rules that are no longer needed as a result of your cleanup. The effort you allocate to this will be paid back 10-fold in time saved managing your org.
Take a Closer Look at Each Object
Once profiles and permission sets have been cleaned up, it’s time to take a closer look at each object. Review the fields on each object and remove those that are no longer needed. While this can get a bit tricky if the field is referenced elsewhere in the org such as in a formula, or custom visual force or apex code, use caution when changing formulas or modifying existing custom code as the across org implications can have a negative impact. Identify any page layouts that are no longer in use and remove them. Update those that are still in use, ensuring that page sections and fields are in alignment with current business processes. Review and update your validation rules to make sure that they enforce the business rules. For any object that is no longer utilized, I recommend backing up or archiving the object’s records and then deleting the object from the org.
Review Workflow Rules and Processes
A review of your workflow rules and processes can provide a quick and positive impact on user experience. One of the biggest culprits of a lagging org is the number of processes running in the background. Seek opportunities to combine similar workflow rules into a single rule or multiple processes into a single process, making your automation more efficient and less obtrusive.
Take This Opportunity to Improve User Experience
There are so many opportunities to add value back to your Salesforce org during slow times. These actions are only the tip of the iceberg. At a minimum, find ways to improve your users’ experience. This, above all else, increases user adoption and overall satisfaction. Peeling back the layers of the onion can surface additional ways to create value and promote efficiency. What ideas do you have for your Salesforce org to create value for your business?
Written by: Mike Reeves, Principal
Mike leads the Salesforce Practice at Cyber Group. He is a certified Salesforce Consultant holding multiple certifications. Mike’s many years of Salesforce experience ranges from managing Salesforce orgs with 1000’s of users to customizing and architecting solutions for unique business requirements. Mike’s leadership experience, combined with his Salesforce prowess, contributes to the success of Cyber Group’s Salesforce practice.
Reach out to Mike to explore these ideas further!