“Where do I even start?”
21 field notes on cleanup playbook
Hot take: I don't like Dynamic Forms
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.
Read field note Cleanup playbook · 1 minThree easy steps to delete unused Fields
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…
Read field note Cleanup playbook · 1 minPattern unification is part of every good Cleanup
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…
Read field note Cleanup playbook · 1 minDelete that pile of unused Profiles and Permission Sets nobody remembers creating
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.
Read field note Cleanup playbook · 1 minThe Account page: what earns a permanent seat, and what earns one click
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.
Read field note Cleanup playbook · 2 minStatus Fields that do almost nothing makes me sad
Because: Every transactional Object needs a Status Field and the Status Field is god.
Read field note Cleanup playbook · 1 minClean the Front Door Before the Basement
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…
Read field note Cleanup playbook · 1 minNot everything messy needs to be cleaned
I know that sounds strange coming from someone who does org cleanup for a living. But chasing "clean" for its own sake is how cleanup projects lose credibility.
Read field note Cleanup playbook · 1 minUnused Picklist values hurt no one. They just sit there
Except they don't. Every Flow decision, every validation rule, every Apex switch statement that touches that field has to account for a value nobody's picked in two years, "just in case."…
Read field note Cleanup playbook · 1 minBacklog CleanUp - Take the time, it's worth it!
And then they kill the ones that failed, especially their darlings.
Read field note Cleanup playbook · 1 minFriends don't let friends set required = true on Field level!
Removing "required" on Field Level is always a mandatory step on every Object Cleanup!
Read field note Cleanup playbook · 1 minRollup-Summary - The silent Limit and Performance killer
Rollup-Summary Fields feel very easy and feel free but in most Orgs they are part of performance and limit issues.
Read field note Cleanup playbook · 1 minThe Misconception That Complex Salesforce Orgs Need Fancy Enterprise Patterns
The more complex your Salesforce Org becomes, the more sophisticated your code/flows... should be. Sounds obvious, doesn't it?
Read field note Cleanup playbook · 1 minThe fastest way to slash Salesforce technical debt: Hunt for zero-result conditions
You can often delete 50% of an old Apex triggers/Flows with almost zero risk.
Read field note Cleanup playbook · 1 minWhat should you clean first?
It depends on your roadmap, I know typical consulting answer. Not with a random list of unused Fields, Not with a generic best practice checklist.
Read field note Cleanup playbook · 1 minCleanup tip: Every element and variable in a Flow should have a speaking name
The naming style itself, whether camelCase or with prefixes or whatever convention you prefer, matters far less than the simple fact of giving it a meaningful name in the first place. A…
Read field note Cleanup playbook · 1 minSalesforce validation rules should be small, dedicated, and boring
If you're even close to the character limit, or your error message needs more than one simple sentence, you're probably trying to do too much in one rule.
Read field note Cleanup playbook · 1 minToday's cleanup trick: Everything that's Inactive must Go
Inactive Workflows. Deactivated Validation Rules. Old Flow versions just sitting there. Email Templates nobody's sent in years. And so much more, scattered across every corner of your Org.
Read field note Cleanup playbook · 2 minYou don't need VP approval to fix Apex naming: the invisible cleanup
The Invisible Salesforce Cleanup And its incredible value.
Read field note Cleanup playbook · 1 minIs your Screen Flow List straight from hell?
We all opened Salesforce, looked at the list of Screen Flows and wanted to close it immediately again because just the sheer volume and confusion exhausted us.
Read field note Cleanup playbook · 1 minOrg-Cleanup with Sub-queries - Make it fast and elegant!
Sub-queries are so under-utilized! Something simple like give me all Contacts to an Account but only for Accounts with recent Opportunities is simple with sub-queries, but becomes a maze of Maps.
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