Understanding the implications of adding a new field in Salesforce is critical to maintain a clean and efficient org. Before making changes to your Salesforce environment, consider these five key areas to ensure long-term success and scalability.
1. Data Model and Storage
– Assess how the new field impacts your data model.
– Consider if the field adds to storage limits.
– Evaluate field relationships and dependencies.
2. User Experience
– Determine if the field improves the user interface.
– Analyze if it streamlines user workflows.
– Make sure the field doesn’t clutter page layouts.
3. Data Quality and Maintenance
– Establish field governance to maintain data quality.
– Plan for ongoing field maintenance and cleanup.
– Implement validation rules to enforce data integrity.
4. Reporting and Analytics
– Evaluate the field’s relevance for reporting purposes.
– Ensure new data can be incorporated into existing reports.
– Consider the impact on dashboard performance and readability.
5. Future-proofing Your Org
– Consider the field’s role in future processes and automation.
– Assess how it integrates with external systems and third-party apps.
– Document the change for future reference and training purposes.
By thoughtfully considering these areas, you can make informed decisions that contribute to a cleaner Salesforce org and a better user experience.
You can read it here: https://go.alexandreruiz.com/salesforcecontent/-can-you-add-a-field-10-questions-for-admins-to-ask-first
Source from salesforceben(dot)com