How to Maintain a Clean Salesforce Instance

Maintaining a clean Salesforce instance is crucial for ensuring performance, data accuracy, and user trust. Start with regular data hygiene by removing duplicate records, validating key fields, and standardizing naming conventions. Use tools like Duplicate Management and scheduled reports to catch inconsistencies early.

Automation should be reviewed quarterly. Deactivate unused Workflow Rules, Process Builders, and Flows to reduce clutter and improve system performance. Consolidate logic into streamlined flows aligned with current Salesforce best practices.

Profiles, Roles, and Permission Sets should be audited to ensure users have the correct access without overexposure. Migrate away from legacy profiles by using Permission Set Groups to manage access more securely.

Apps and integrations should be reviewed annually. Remove or replace those that are outdated or redundant. Ensure API usage is documented and monitored for system strain.

Finally, engage users. Conduct periodic training and feedback sessions to uncover pain points and improve adoption. A clean Salesforce instance is not just a technical win—it empowers teams to trust and use the system efficiently.

Regular maintenance creates a sustainable, scalable Salesforce org that supports your business as it grows. Make cleanliness a habit, not a project.

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