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Declutter Your Salesforce
Day 1 - Identifying Your Business Processes
📘 Workbook for Day 1
1.1 Why is this important? (9:43)
1.2 How do we start? (10:58)
1.3 What templates should I use? (11:49)
1.4 What questions should I ask? (19:15)
Day 2 - Users - Who sees what?
📘 Workbook for Day 2
2.1 Too many Admins (12:41)
2.2 Shared licenses (5:32)
2.3 Improper utilization of roles and profiles (44:43)
2.4 How do we bring it all together? (4:45)
Additional Resources to Understand Data Security in Salesforce
Day 3 - Data architecture
📘 Workbook for Day 3
3.1 Reviewing Objects (Standard & Custom) (27:48)
3.2 Reviewing Page Layouts (10:58)
3.3 Reviewing Automation (13:33)
3.4 Crash Course in Database Architecture Principles (33:48)
Additional resources to help you review your data architecture
Day 4 - Integrations, Apps & Syncs
📘 Workbook for Day 4
Intro - How does data get into Salesforce?
4.1 Reviewing Installed Packages (Apps) (5:07)
4.2 Reviewing Integrations (14:56)
4.3 Lessons Learned (2:31)
Day 5 - Data cleanup
📘 Workbook for Day 5
5.1 What is "dirty data"? (11:42)
5.2 How does dirty data enter Salesforce? (5:17)
5.3 What you can do about dirty data (11:50)
Helpful Resources
Day 6 - User Interface - How to simplify the screens
Intro (3:54)
6.1 Navigation Tabs (11:13)
6.2 Set Component Visibility (8:30)
6.3 Compact Layout (5:48)
6.4 Record Page Tabs & Quick Links (10:10)
6.5 Path (14:29)
6.6 Hide Components No Longer Relevant (3:31)
6.7 Duplicate Notification (1:34)
6.8 Global Actions (7:44)
6.9 Utility Bar (9:07)
6.10 Homepage Customizations (12:20)
Bonus Material
How to Declutter Your Salesforce with Metazoa (10:46)
YouTube Videos Posted by Salesforce
Salesforce "Getting Started" Workbook
6.4 Record Page Tabs & Quick Links
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