Great Salesforce Org Cleanup starts with Security!

What I appreciate is the focus on Security as the bedrock of a clean org. Before we talk about anything else, we need to make sure the foundation is solid.

1. Who has access?
2. Who should have access?
3. Which permissions are outdated?
4. Which users, Profiles, Permission Sets, and integrations have grown over time without enough review?

That is not glamorous work, but it is essential work.

And I really like how the webinar treats cleanup not as some abstract technical debt topic, but as a practical discipline that starts with the fundamentals: Security first, then everything else.

Definitely worth reading for every Salesforce Admin, Architect, Product Owner, and anyone responsible for a Salesforce Org.

Thanks LeeAnne Rimel, Kelly Bentubo.

Salesforce Admins

PS: The presentation is from 2018 and as correct today as it was back then. Replace Workflow and Visualforce with Flow and LWC.

Frank Geschke: Matches, the guidlines you gave me as well.