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<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>CleanForce Field Notes</title><link>https://cleanforcehq.com/insights/</link><description>Field notes on Salesforce technical debt and Org cleanup by Johann Furmann.</description><language>en</language><atom:link href="https://cleanforcehq.com/insights/feed.xml" rel="self" type="application/rss+xml"/>
<item><title>Tech debt is not a technical problem</title><link>https://cleanforcehq.com/insights/tech-debt-is-not-a-technical-problem/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/tech-debt-is-not-a-technical-problem/</guid><pubDate>Thu, 17 Sep 2026 08:00:00 +0000</pubDate><category>Getting cleanup approved</category><description>It’s a business efficiency tax. Most business stakeholders think of tech debt as: “something IT should fix later.”</description></item>
<item><title>That big feature you've promised for Q3?</title><link>https://cleanforcehq.com/insights/that-big-feature-you-ve-promised-for-q3/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/that-big-feature-you-ve-promised-for-q3/</guid><pubDate>Thu, 17 Sep 2026 08:00:00 +0000</pubDate><category>Delivery is slowing down</category><description>Its real start date was last month. You just didn't put it on the roadmap.</description></item>
<item><title>It's hard to do the right thing</title><link>https://cleanforcehq.com/insights/it-s-hard-to-do-the-right-thing/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/it-s-hard-to-do-the-right-thing/</guid><pubDate>Thu, 17 Sep 2026 08:00:00 +0000</pubDate><category>Afraid to touch it</category><description>There's a trap in running a Salesforce program that's three, four, five years old. You can be extremely busy and still be doing the wrong thing.</description></item>
<item><title>Your CPU/SOQL Limit problems aren't a volume problem. They're a save-cycle problem</title><link>https://cleanforcehq.com/insights/salesforce-cpu-soql-limits-save-cycle/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-cpu-soql-limits-save-cycle/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>Always firefighting</category><description>Most "messy org" automation problems come down to one mistake: people add automation to an Object without thinking about the save cycle.</description></item>
<item><title>AI will not save you from Tech Debt</title><link>https://cleanforcehq.com/insights/ai-will-not-save-you-from-tech-debt/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/ai-will-not-save-you-from-tech-debt/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>AI is on the roadmap</category><description>I keep hearing this:  "We'll just let AI clean up the Org." Here's what actually happens: AI finds 1,400 unused Fields -&gt; Great.</description></item>
<item><title>Why You Can't Clean Your Case Page Layout</title><link>https://cleanforcehq.com/insights/why-you-can-t-clean-your-case-page-layout/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/why-you-can-t-clean-your-case-page-layout/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>Afraid to touch it</category><description>Your Case Object has 100 Fields on the Page Layout. You sit down with the Business to fix it. You walk out with 105.</description></item>
<item><title>Org Cleaning is part of Well-Architected</title><link>https://cleanforcehq.com/insights/org-cleaning-is-part-of-well-architected/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/org-cleaning-is-part-of-well-architected/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>Keeping it clean</category><description>The Well-Architected Framework went from 3 pillars to 5. Translation: Running a clean Org is now officially architecture.</description></item>
<item><title>1,600 Fields, 212 Flows, 212 Profiles: where do you start?</title><link>https://cleanforcehq.com/insights/messy-salesforce-org-where-to-start/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/messy-salesforce-org-where-to-start/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>Afraid to touch it</category><description>212 Flows on one Object. 212 Profiles for 800 Users. The Admin knew it was bad, She just didn't know where to start.</description></item>
<item><title>Dear Salesforce Admin who inherited a messy Org</title><link>https://cleanforcehq.com/insights/dear-salesforce-admin-who-inherited-a-messy-org/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/dear-salesforce-admin-who-inherited-a-messy-org/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>Afraid to touch it</category><description>You didn't build this. And now every bug lands on your desk. The Org isn't messy because you're bad at your job, It's messy because nobody ever owned the cleanup.</description></item>
<item><title>Hot take: I don't like Dynamic Forms</title><link>https://cleanforcehq.com/insights/hot-take-i-don-t-like-dynamic-forms/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/hot-take-i-don-t-like-dynamic-forms/</guid><pubDate>Wed, 16 Sep 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>I know. Everyone else loves them. Salesforce is pushing them hard, and the demos look great. But after years of working with mature Orgs, I see what they turn into once the demo is over.</description></item>
<item><title>The $30M Project That Died Because Nobody Owned Cleanup</title><link>https://cleanforcehq.com/insights/30m-salesforce-project-died-no-cleanup-owner/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/30m-salesforce-project-died-no-cleanup-owner/</guid><pubDate>Tue, 15 Sep 2026 08:00:00 +0000</pubDate><category>Thinking about a new Org</category><description>This is a cautionary tale for anyone sponsoring a large transformation program based on something I saw a few years back.</description></item>
<item><title>Want to cut onboarding time? Clean your Salesforce</title><link>https://cleanforcehq.com/insights/want-to-cut-onboarding-time-clean-your-salesforce/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/want-to-cut-onboarding-time-clean-your-salesforce/</guid><pubDate>Tue, 15 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>Every extra Tab, Field, Button, Component, Report, Flow and workaround is something new employees must learn or learn to ignore.</description></item>
<item><title>You wouldn't start cooking in a filthy kitchen</title><link>https://cleanforcehq.com/insights/you-wouldn-t-start-cooking-in-a-filthy-kitchen/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/you-wouldn-t-start-cooking-in-a-filthy-kitchen/</guid><pubDate>Mon, 14 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>Counters piled with dishes, pans caked in grease, expired groceries hiding the salt. You'd lose your appetite before you touched the stove.</description></item>
<item><title>Three easy steps to delete unused Fields</title><link>https://cleanforcehq.com/insights/three-easy-steps-to-delete-unused-fields/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/three-easy-steps-to-delete-unused-fields/</guid><pubDate>Sun, 13 Sep 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>Find the unused Fields. "Where is this used?" in Setup, and a search across all Metadata in VS Code or/and use an AI tool if you like. Check the data too, zero references plus an empty…</description></item>
<item><title>Your Record Type Maze might be costing you $270k a year</title><link>https://cleanforcehq.com/insights/salesforce-record-type-maze-cost/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-record-type-maze-cost/</guid><pubDate>Fri, 11 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>Ten years of organic growth turns a clean contact center into a Record Type maze. Duplicates like "Customer Care - NEW" next to "Standard Support". Leftovers from dead projects. Record…</description></item>
<item><title>5 More Reasons to Convince Management to Invest in Salesforce Cleanup</title><link>https://cleanforcehq.com/insights/more-reasons-management-invest-salesforce-cleanup/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/more-reasons-management-invest-salesforce-cleanup/</guid><pubDate>Thu, 10 Sep 2026 08:00:00 +0000</pubDate><category>Getting cleanup approved</category><description>Here are five more practical reasons. Many bugs are not random. They are symptoms of messy Configuration, unclear ownership, bad Data or old Automation.</description></item>
<item><title>No, it is not normal to be firefighting all the time in your Salesforce Org</title><link>https://cleanforcehq.com/insights/salesforce-team-constant-firefighting/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-team-constant-firefighting/</guid><pubDate>Thu, 10 Sep 2026 08:00:00 +0000</pubDate><category>Always firefighting</category><description>I know many Salesforce teams, maybe most, where the team spends half its time or more on fires. First level support. Bug fixing. Deployments that need three people and a weekend to get through.</description></item>
<item><title>What do you want your new sales rockstar to tell their friends after Day 1?</title><link>https://cleanforcehq.com/insights/clean-crm-employee-branding-sales-onboarding/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/clean-crm-employee-branding-sales-onboarding/</guid><pubDate>Wed, 09 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>"It’s a mess. Their CRM looks like a 1980s cockpit. There are 15 buttons on one page and they told me 'don't click that one, it breaks the system.' It’s going to take me months just to…</description></item>
<item><title>You overestimate the effort of cleaning your Org</title><link>https://cleanforcehq.com/insights/you-overestimate-the-effort-of-cleaning-your-org/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/you-overestimate-the-effort-of-cleaning-your-org/</guid><pubDate>Wed, 09 Sep 2026 08:00:00 +0000</pubDate><category>Afraid to touch it</category><description>Teams delay cleanup for years because it feels like a high-stakes multi quarter rebuild, but in reality most Orgs don't need one. They need disciplined removal: unused Fields removed, Page…</description></item>
<item><title>Your Org doesn't break, it suffocates</title><link>https://cleanforcehq.com/insights/your-org-doesn-t-break-it-suffocates/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/your-org-doesn-t-break-it-suffocates/</guid><pubDate>Tue, 08 Sep 2026 08:00:00 +0000</pubDate><category>Delivery is slowing down</category><description>Nobody wakes up one day to find their Salesforce Org has collapsed. There's no single Flow that brings the whole thing down, no one Apex class that finally tips it over. What actually…</description></item>
<item><title>Org Owners: Your Org Is Dirty, everyone knows, You Just Haven't Asked!</title><link>https://cleanforcehq.com/insights/salesforce-org-owners-ask-your-team/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-org-owners-ask-your-team/</guid><pubDate>Mon, 07 Sep 2026 08:00:00 +0000</pubDate><category>Afraid to touch it</category><description>When did you last ask your team if the Org is still clean enough to work with? Not the roadmap. Not the release date. The actual mess underneath.</description></item>
<item><title>Everyone wants Agentforce or Claudeforce but almost nobody's Org is ready for it</title><link>https://cleanforcehq.com/insights/agentforce-ready-salesforce-org/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/agentforce-ready-salesforce-org/</guid><pubDate>Mon, 07 Sep 2026 08:00:00 +0000</pubDate><category>AI is on the roadmap</category><description>AI doesn't fix a messy foundation. It inherits it. Tangled automation, bad data, contradicting logic the agent learns all of it and confidently does the wrong thing, faster.</description></item>
<item><title>Make your horrible UX tolerable again with one simple trick!</title><link>https://cleanforcehq.com/insights/salesforce-ux-last-used-method/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-ux-last-used-method/</guid><pubDate>Fri, 04 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>Your users don’t hate Salesforce, they hate the absolute mess you are forcing them to work with (UX). You make them use page layouts are buried in 150 elements of clutter.</description></item>
<item><title>Claudeforce is not replacing your Page Layouts anytime soon</title><link>https://cleanforcehq.com/insights/claudeforce-is-not-replacing-your-page-layouts-anytime-soon/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/claudeforce-is-not-replacing-your-page-layouts-anytime-soon/</guid><pubDate>Fri, 04 Sep 2026 08:00:00 +0000</pubDate><category>AI is on the roadmap</category><description>First, adoption takes time. Most orgs are years away from AI being the primary interface for their users.</description></item>
<item><title>Pattern unification is part of every good Cleanup</title><link>https://cleanforcehq.com/insights/pattern-unification-is-part-of-every-good-cleanup/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/pattern-unification-is-part-of-every-good-cleanup/</guid><pubDate>Thu, 03 Sep 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>Every Org accumulates patterns. A trigger framework from 2019. Another one from 2022 because the second team didn't like the first one. Error logging that works one way in Service Cloud and…</description></item>
<item><title>Cleanup should be simple. That's the whole point of it</title><link>https://cleanforcehq.com/insights/cleanup-should-be-simple-that-s-the-whole-point/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/cleanup-should-be-simple-that-s-the-whole-point/</guid><pubDate>Thu, 03 Sep 2026 08:00:00 +0000</pubDate><category>Keeping it clean</category><description>Whenever a cleanup initiative needs the company's best architects, months of planning, and multiple steering committees, it's not simple anymore, and it's not really cleanup. It's something…</description></item>
<item><title>Delete that pile of unused Profiles and Permission Sets nobody remembers creating</title><link>https://cleanforcehq.com/insights/delete-unused-salesforce-profiles-permission-sets/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/delete-unused-salesforce-profiles-permission-sets/</guid><pubDate>Wed, 02 Sep 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>What you gain: A Profile and Permission Set setup that's actually easier to read, with no decade of leftovers distracting from the access model you're actually running today.</description></item>
<item><title>DON'T WASTE YOUR MONEY ON A NEW ORG!</title><link>https://cleanforcehq.com/insights/dont-waste-money-on-new-salesforce-org/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/dont-waste-money-on-new-salesforce-org/</guid><pubDate>Wed, 02 Sep 2026 08:00:00 +0000</pubDate><category>Thinking about a new Org</category><description>I'm going to put my foot down on this one: &gt;90% of "we need a new Salesforce Org"  should be a cleanup and focused refactoring effort instead.</description></item>
<item><title>Low Salesforce adoption?</title><link>https://cleanforcehq.com/insights/low-salesforce-adoption/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/low-salesforce-adoption/</guid><pubDate>Wed, 02 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>Have you tried combining Org Cleanup, Change Management, and User Training?</description></item>
<item><title>Clean Data + Clean Org = Successful AI</title><link>https://cleanforcehq.com/insights/clean-data-clean-org-successful-ai/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/clean-data-clean-org-successful-ai/</guid><pubDate>Wed, 02 Sep 2026 08:00:00 +0000</pubDate><category>AI is on the roadmap</category><description>Or as Marc Benioff said: "You have to get your data right to get your AI right." (Nov 2025). If you try to build your AI future on dirty data or Org it will always fail.</description></item>
<item><title>The Account page: what earns a permanent seat, and what earns one click</title><link>https://cleanforcehq.com/insights/salesforce-account-page-layout-balance/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-account-page-layout-balance/</guid><pubDate>Tue, 01 Sep 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>Here's how I think about it: The balance isn't about cramming more or less onto the page, it's about deciding what earns a permanent seat versus what earns one click.</description></item>
<item><title>Status Fields that do almost nothing makes me sad</title><link>https://cleanforcehq.com/insights/status-fields-that-do-almost-nothing-makes-me-sad/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/status-fields-that-do-almost-nothing-makes-me-sad/</guid><pubDate>Tue, 01 Sep 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>Because: Every transactional Object needs a Status Field and the Status Field is god.</description></item>
<item><title>Friction isn't complicated to fix. It's just ignored</title><link>https://cleanforcehq.com/insights/friction-isn-t-complicated-to-fix-it-s-just/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/friction-isn-t-complicated-to-fix-it-s-just/</guid><pubDate>Tue, 01 Sep 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>That extra seconds on a Case because of Page Layout with Fields nobody uses -&gt; Clean the Page Layout!</description></item>
<item><title>Less AI. More Cleaning Orgs</title><link>https://cleanforcehq.com/insights/less-ai-more-cleaning-orgs/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/less-ai-more-cleaning-orgs/</guid><pubDate>Mon, 31 Aug 2026 08:00:00 +0000</pubDate><category>AI is on the roadmap</category><description>If you're sick of hearing about Agentforce, agentic this, AI/Agentforce that you're not alone. I get it. It's interesting. It's also not the problem sitting on your desk right now.</description></item>
<item><title>Nobody would buy the fastest car in the world if it randomly exploded every few kilometers</title><link>https://cleanforcehq.com/insights/salesforce-stability-over-features/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-stability-over-features/</guid><pubDate>Mon, 31 Aug 2026 08:00:00 +0000</pubDate><category>Delivery is slowing down</category><description>Yet in Salesforce, we prioritize feature-rich over stability constantly. New Objects, new Automations, another Integration bolted on, another App from the AppExchange. All in the name of "advanced."</description></item>
<item><title>3 Examples on how Cleanup achieved tangible Business Value</title><link>https://cleanforcehq.com/insights/salesforce-cleanup-business-value-examples/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-cleanup-business-value-examples/</guid><pubDate>Sun, 30 Aug 2026 08:00:00 +0000</pubDate><category>Getting cleanup approved</category><description>Experience Cloud pages that went from loading in several seconds to feeling almost instant, simply because unnecessary and bloated scripts were no longer loaded.</description></item>
<item><title>Clean the Front Door Before the Basement</title><link>https://cleanforcehq.com/insights/clean-the-front-door-before-the-basement/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/clean-the-front-door-before-the-basement/</guid><pubDate>Sun, 30 Aug 2026 08:00:00 +0000</pubDate><category>Cleanup playbook</category><description>Many teams spend months discussing technical debt while users struggle through cluttered Tabs, crowded Page Layouts, and hundreds of List Views. Experienced cleaners start at the front…</description></item>
<item><title>Nobody wants to use your Account page</title><link>https://cleanforcehq.com/insights/nobody-wants-to-use-your-account-page/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/nobody-wants-to-use-your-account-page/</guid><pubDate>Fri, 28 Aug 2026 08:00:00 +0000</pubDate><category>Users avoid Salesforce</category><description>Have you ever actually looked at it? Despite all the Customer 360 talk, the Account is usually the worst record page in the entire org.</description></item>
<item><title>How a cleanup project survives past week three?</title><link>https://cleanforcehq.com/insights/salesforce-cleanup-project-survive/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/salesforce-cleanup-project-survive/</guid><pubDate>Fri, 28 Aug 2026 08:00:00 +0000</pubDate><category>Getting cleanup approved</category><description>Honestly, most cleanup initiatives don’t die because of technical hurdles. They die because they run out of political capital. If no one can see the value, the budget gets yanked.</description></item>
<item><title>"You can't calculate the ROI of a CRM cleanup."</title><link>https://cleanforcehq.com/insights/you-can-t-calculate-the-roi-of-a-crm/</link><guid isPermaLink="true">https://cleanforcehq.com/insights/you-can-t-calculate-the-roi-of-a-crm/</guid><pubDate>Thu, 27 Aug 2026 08:00:00 +0000</pubDate><category>Getting cleanup approved</category><description>I hear this all the time. And honestly? It’s a cop-out.</description></item>
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