“What if Cases stop being created when I touch this?”
11 field notes on afraid to touch it
It's hard to do the right thing
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.
Read field note Afraid to touch it · 1 minWhy You Can't Clean Your Case Page Layout
Your Case Object has 100 Fields on the Page Layout. You sit down with the Business to fix it. You walk out with 105.
Read field note Afraid to touch it · 1 min1,600 Fields, 212 Flows, 212 Profiles: where do you start?
212 Flows on one Object. 212 Profiles for 800 Users. The Admin knew it was bad, She just didn't know where to start.
Read field note Afraid to touch it · 1 minDear Salesforce Admin who inherited a messy Org
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.
Read field note Afraid to touch it · 1 minYou overestimate the effort of cleaning your Org
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…
Read field note Afraid to touch it · 1 minOrg Owners: Your Org Is Dirty, everyone knows, You Just Haven't Asked!
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.
Read field note Afraid to touch it · 1 minKill your darlings
Writers hear this all the time: cut the sentence you love most if it doesn't serve the story. Salesforce Orgs need the same discipline.
Read field note Afraid to touch it · 2 minThe misconception that almost broke a bank's Org cleanup
A bank's Salesforce team was staring at an Apex class that handled almost every important process in their Org, a payment class. Nobody wanted to touch it. It had grown for six years,…
Read field note Afraid to touch it · 1 min"We're afraid to clean up Salesforce."
I hear this all the time. Salesforce sits at the center of the business. Documentation is incomplete. Nobody really knows what is using what anymore.
Read field note Afraid to touch it · 1 minNobody starts a video game at the final boss!
You start in the tutorial zone. You fight the weak enemies, collect easy loot, level up. By the time you face the real challenge, you have the gear, the skills, and the confidence to win.
Read field note Afraid to touch it · 1 min"What if Cases/Opportunities/Leads stop being created when I touch this?"
We are all scared to touch big, old Orgs. Years of Flows stacked on ancient Validation Rules stacked on Triggers nobody fully understands anymore. You open the Object Manager and just…
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