🧹Let's Declutter your Salesforce Org 🗑️
Having an organized Salesforce Instance is a sign of a skilled Salesforce Admin. Whether you have 10 objects or 100 objects used in your org. There are times when you hit the limits on your Usage of your Salesforce Instance and you might need to shell out some money for purchasing a new license. In this post, we focus on how to declutter your Salesforce instance. Let's Begin!
1️⃣Remove Inactive Automation
List out all inactive flows, workflow, approval processes, Process Builders, and Triggers. If they are no longer required review them with your team and delete them from your org. With this step, you might need to set a standard to keep only just the Active versions of all these Automations. This can be also used for validation rules and any other configurations.
2️⃣Delete Unused Custom Objects or Fields
Check your Salesforce org for any Custom Objects which are no longer used. If there is no data present in these custom objects consult with your client to delete the custom object. Having custom objects without any data is more like an empty book with no context. Remove duplicate fields or unused fields from your table. quick tip to use the "Where it is used" button to review if the field is used or not?
3️⃣Move Report Folders and Unused Dashboards
Move out all your unused reports and Dashboard to a separate folder that is accessible to the System Admin. Delete reports or Dashboards with duplicate names and empty folders or subfolders. Create one folder named "Archived Reports" or "Archived Dashboard" and move all of your old reports to this folder this way you keep your report folder structure clean and clutter-free.
4️⃣Review the Storage Usage
Review the Data Storage and File Storage for the objects in your Salesforce org. If you see any object which has a higher number of records consider reviewing the historical data and decide if you need to move the data from Salesforce to a Datawarehouse. Remove attachments that are linked to records that are no longer required. An ideal solution would be to schedule a batch job to delete files that are not required anymore.
5️⃣Set a Data Retention Policy
Few customers keep stacking data in Salesforce with historical data without any core backup of the data. There should be a data Retention policy standard set that will allow you to not exceed your data storage limits. Always consult the customer that it's not best to keep a large amount of data in a custom object instead use a big object. Also, do note to have a standard to keep around data only older than 5-6 years in Salesforce if the data storage exceeds move to a data backup solution or a Dataware house.
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