How to Clean Your Salesforce Org

Lean how to identify and remove your technical debt from your current Salesforce configuration.


As Salesforce Admins, we inevitably find ourselves in situations where there are more record types, roles, profiles, page layouts than needed.

Even worse is when our Salesforce users complain that "Salesforce Sucks" because there are confusing and duplicate fields and objects that make training and onboarding users confusing and frustrating.

In this course you will learn how to identify what's truly needed within your organization, take a fresh look at your current Salesforce configuration, and put together an easy-to-follow plan to clean up the clutter which will not only make your own life easier, as an Admin...but delight your end users, and make training a breeze.

This course is broken up into the following sections:

Reviewing Your Organization's Business Processes

  • Why is this important?
  • How do we start?
  • What templates should we use?
  • What questions should we ask?
  • What does this look like in real life?
Reviewing Your Salesforce Users and Their Current Configuration
  • The age old problem of too many admins
  • Shared licenses
  • Improper utilization of roles and profiles
  • What should we do?
Reviewing Your Current Data Architecture
  • Why should we care?
  • Reviewing objects (both standard & custom)
  • Reviewing fields
  • Reviewing page layouts
  • Reviewing automation (including validation rules, workflow, process builder, flow)
Reviewing Your Current Integrations, Apps & Syncs
  • What to look for?
  • What should we evaluate?
  • What should we do?
The Ugly Part: Data Cleanup
  • What is "dirty data"?
  • What can you do about dirty data?
Time for a Makeover: User Interface Optimization
  • Reviewing apps
  • Reviewing tabs
  • Reviewing home page components
  • Reviewing utility bar
  • Reviewing dynamic component
  • Reviewing lightning pages
  • Creating helpful resources for end users

Your Instructor

David Giller
David Giller
I am a Salesforce trainer, consultant, blogger, author, Salesforce User Group Leader and CEO at Brainiate.
On paper, I'm an attorney - although I'm currently retired from practicing law.
Today, I help organizations to "make Salesforce easy" by training employees, identifying areas to improve the existing Salesforce configuration, and sharing best practices to help organizations get the most out of the Salesforce platform.

Frequently Asked Questions

When does the course start and finish?
The course materials for will be uploaded starting the week of July 6, 2020. You will have ongoing access to the course materials (and all future revisions, additions, enhancements). It is a completely self-paced online course - you decide when you start (after July 6, 2020) and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!