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4 Tips to Keep Your Salesforce Instance Organized

November 19, 2019 by Salesforce.org Leave a Comment

By: Natalie Vaynberg, Success Content Specialist, Higher Education, Salesforce.org

Everyone can use a little help to keep their Salesforce org neat, organized, and healthy. Whether you are a brand new Salesforce user, an experienced admin, or somewhere in between, chances are you have questions on how to ensure that everything in your org is running smoothly. The good news is that you are not alone and we’re here to help!

While there are many components to a “healthy org,” they all boil down to four key factors: data security, data quality, streamlined processes, and automation. Let’s start by breaking each of those down. If you want to delve even deeper into your org health, download our Healthy Org Workbook, which has many activities, exercises and videos to help you along.

1. Data Security Tips in Salesforce

It’s an unfortunate reality that data breaches are becoming much more commonplace.

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