Learn tips and tricks for decluttering Service Cloud so your data is clean and your metrics are accurate for your management team. https://youtu.be/MKmraiQPbic

1. The Life-Changing Magic of
Tidying Up… in Salesforce
Tips and Tricks for Decluttering in Salesforce Service
Cloud

2. Jeremy Krebbs
Salesforce Consultant, Internet Creations
Connect with me:
www.linkedin.com/in/jeremy-krebbs-6262a787/
jeremy.krebbs@internetcreations.com
Manager, Professional Services, Internet
Creations
Connect with me:
www.linkedin.com/in/markbudzyn/
mark.budzyn@internetcreations.com
Mark Budzyn

3. Agenda
● Why Do We Need to Clean Up?
● Understanding What Matters VS What’s
Just Noise
● Best Practices for Cleaning
● A Dashboard that Sparks Joy

4. What Does your Messy Org Say
About Your Data?
A lot of nothing

5. What Information
Matters VS
What’s Just Noise

6. Deciding What Matters
Step 1:
Talk to Stakeholders
Step 2:
Do an Analysis

7. What Matters in Service Cloud
Think: Actionable Work
• Utilization:
• Response Times - Case Flags for Salesforce
• Due Dates, Follow-Up Date
• Subject Lines and Description
• What’s the problem and what did you do to fix it
• Master Data and Normalizing Data

8. Cleaning Up Fields/Metadata
Does this field spark joy?

9. What Needs Tidying?
RingLead Field Trip app for Salesforce:
● FREE
● Discover unused fields
Field Footprint
● Built by Salesforce
● Enterprise edition and up
These apps aren’t foolproof but give you a place to start
Take a Field Trip!

10. Two Paths to Tidy...
DEPRECATE DELETE
● No longer favored; discouraged
from use
● Legacy processes
● Historical
● Removed and no longer available
● Stored offline/different system
OR

11. To Deprecate or Delete?
● Is there data? What percentage of the fields are populated?
● Is the data relevant?
● Are there process that need access? How frequently?
● Is there a similar field/process?
● Is there a legal/compliance requirement?
● Is there a data retention policy?
● Has the data been backed up?
Questions to ask

12. Deprecating Fields
Best Practices
● Document and communicate
● Read only if possible
● Re-label fields with a prefix
(“x_”)

13. Deleting Fields Best Practices
1. Review 2. Relabel 3. Hide
4. Read Only &
Update
5. Backup
Automations and
code
Relabel the field
label with an
obvious prefix
(e.g. ‘del_’)
Remove the field
from user view
(e.g. page layouts)
Remove access to
all users including
admins (e.g.
permission sets &
profiles)
Update
automations and
code
Back-up the data
Where in use? Did anyone
notice?
Did anything
break?
PrecautionDid anyone
notice?
WAIT WAIT WAIT

14. Where Is This Used? By Salesforce
● Available for Sandbox
● Leverages new Dependency API
● Some limitations
Pilot Program Happening Now

15. Other Clean-Up Magic
● Picklists
○ Deactivate
○ Replace
● Poor field design
○ Data structures

16. Keeping Things Tidy in the Future

17. Best Practices for Keeping Your Org Tidy
• Tidy up regularly
• Document fields and processes (description field)
• Work with the stakeholders and the business
• Be an #AwesomeAdmin - Balance pros & cons
• Ask yourself: Do I really need this field?
• Change control

18. What Does a Clean Org Look
Like?

19. Additional Resources
● Case Flags for Salesforce - Real-time visibility for prioritizing cases
● RingLead Field Trip - Free AppExchange App
● Where is this Used? - Salesforce help article for button (available in Beta)
● OwnBackup - Salesforce Data Backup