Whether things right now are slower than usual or busier than ever before, being able to provide quick wins and improvements for your Salesforce users can be huge morale and productivity boosters for your organization. This post will offer three ways to clean up your Salesforce instance and manage your data more efficiently.
The idea for this initiative began on a team call where my manager mentioned a New York Times series about how to use your time at home to clean your house, with a checklist of things to do for each room. We thought, “Hey, let’s do the same for admins!” From that idea came a three-part webinar series, called ‘Making the Most,’ which I’ve distilled down to three actionable tips below.
1. Documenting your Organization:
Before starting any work to improve your Salesforce instance, it’s important to have everything documented. You need to know what’s
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