How to Clean Your Salesforce Org

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

Course Dates: Monday 8/17 - Monday 8/24

Enrollment ends on Friday, August 14, 2020

Course Dates: Monday 8/17 - Monday 8/24

This course is for Salesforce Admins who find it challenging and overwhelming doing their day-to-day tasks in and inefficient, impractical and difficult-to-maintain Salesforce instance with one or more of the following symptoms:

  • too many fields that are not being used, taking up valuable space on the screens and making reporting a nightmare;
  • too many custom objects that no one is using nor understands;
  • several custom objects to track people, making it impossible to easily pull mailing lists, let alone identify or merge duplicates across objects;
  • so many validation rules that end users just type in any random data just to save a record and move on;
  • lots of record types on various objects, half of which aren't being used and introduce lots of confusion for end users;
  • roles and profiles named after people who have long left the company;
  • mysterious elements of automation, created by people who had no Salesforce experience, that continuously surprise end users by updating records in surprising ways, and creating new, automated records (tasks, etc) each time a record is created or edited;
  • many roles, profiles, permission sets, page layouts that are not assigned to anyone, yet introducing confusion for any Admins on the team.

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.

Get started now!

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 August 17, 2020. You will have ongoing access to the course materials (and all future revisions, additions, enhancements). Daily live sessions (M-F, 2pm-3pm Eastern) start on Monday, August 17, 2020. You will have access to the pre-recorded course material (everything but the livestream recordings) for life! The livestream recordings (1 hour per day from 8/17-8/24 will be archived after 4 months).
How long do I have access to the course?
You will have access to all of the pre-recorded lessons for life. The daily LIVE sessions will remain available in the private Facebook group up to 4 months and the duplicate copies posted in the course curriculum will be removed and replaced with the newer live recordings for the next wave of this class.
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.
I won't be able to attend the live sessions M-F 2pm-3pm Eastern. Is that a problem?
Relax. All of the livestream sessions will be recorded. They will be available to you both on the private Facebook group and they will also be re-posted in the core course curriculum as well.
What's the schedule like, exactly, for these six days?
The core learning will be done through pre-recorded video lessons, broken into three distinct units, one per day. You can watch these videos whenever you wish. Starting Monday, August 17, 2020, we will also meet at 2pm-3pm Eastern (M-F), via our private Facebook group (as a Facebook live stream) to review the topic(s) of the day, answering any questions, diving into more details as needed, addressing any confusion around the "Lesson of the day." The live 2pm sessions will also be recorded and available for you to watch whenever you wish, as many times as you'd like.
What's the daily schedule? What time does class start?
The pre-recorded lessons will be uploaded into the course site prior to August 17, 2020. Once uploaded. you can watch them whenever you wish. Aside from the pre-recorded lessons, we'll have a daily livestream via a private Facebook group - to answer questions and dive deeper into related topics. You can start learning the materials anytime at all. Rewatch the course lessons as often as you like...for life! The daily livestreams will happen M-F, starting Aug 17 at 2pm Eastern (NYC).
Facebook? YUCK! I despise Facebook! What are my options to avoid Facebook?
No worries. The daily Facebook livestreams will be recorded and made available in the core course curriculum on the Brainiate Academy site. You never have to log into Facebook. If you have any questions, nearly every lesson and recording in the course has a "Chatter-like" feature to post your question, see prior comments, threads, etc.

Get started now!