As Salesforce professionals, it’s crucial to manage scaling and complexity within your Salesforce org effectively. When your Account Engagement org expands beyond its initial scope, maintaining performance and user satisfaction can become challenging. Here’s an outline of five key areas to focus on:
1. Audit and Cleanse Data
– Identify and merge duplicate records.
– Archive or delete outdated or irrelevant data.
– Implement validation rules to prevent future data quality issues.
2. Streamline Processes
– Evaluate current automation for efficiency and necessity.
– Remove or consolidate redundant or underused processes.
– Apply best practices to optimize workflow and approval processes.
3. Optimize User Experience
– Customize the user interface to match user roles and responsibilities.
– Provide targeted training and support resources.
– Leverage Salesforce’s Lightning Experience for a more intuitive UI.
4. Manage Integrations and Extensions
– Review third-party integrations for continued relevance and performance impact.
– Consolidate apps and AppExchange solutions to minimize bloat.
– Ensure custom code and extensions adhere to best practices and standards.
5. Monitor and Maintain System Health
– Regularly review Salesforce’s Optimizer reports.
– Set up system alerts for early detection of performance issues.
– Schedule regular maintenance windows to apply updates and perform health checks.
By focusing on these areas, you can ensure that your Salesforce org remains agile, efficient, and capable of supporting your business’s growth and changing needs. Remember to approach each area with a balance of strategic planning and technical expertise to maintain a high-performing Salesforce environment.
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