Organizing salesforce thumbnail

Whether you are an experienced admin or a brand-new Salesforce user, or somewhere in between, odds are you have countless questions on how to make sure that everything in your Salesforce org is performing efficiently and smoothly. 

While there are different and many components to a “healthy org”, things boil down to four important factors:

  1. Data Quality
  2. Data Security
  3. Streamlined Processes
  4. Automation

Data Quality

The primary role of every admin is to maintain data quality. The more data you have, the more are the chances of encountering missing pieces, faulty information, and duplicates. Data quality issues may occur because of a range of factors such as the absence of data hygiene processes and preventative automated safeguards, user errors, and data silos. You can “clean” your data by:

  • Training users: Train users to stick to a standardized process and stick to your game plan.
  • Understand data: Ensure your data is complete, consistent, and accurate and start differentiating between “good data” and “bad data”.
  • Use Salesforce tools: Leverage Salesforce features, tools, and functionalities that are designed to assist you with data quality. For this, you can consider using page layouts, help text, and validation rules.

Data Security

There is no denying the fact that data breaches are becoming commonplace these days. This is a huge challenge, especially for data-driven organizations, as data is their most valuable asset and data breaches can erode the trust of customers in an organization.

To ensure the highest standards of data security, you can:

  • Limit Permissions: Assign clear roles and responsibilities to each user and give them only the set of permissions that are essential for them to perform their tasks. In other words, you should provide fewer and only authorized points of access to your sensitive data.
  • Leverage layered security mechanisms: It is highly recommended that every Salesforce-powered organization, irrespective of its size of operations and line of business, must deploy firewalls and two-factor authentication.
  • Educate users: It is important to make your Salesforce org users aware of potential risks and ways to mitigate them as they are the primary targets of phishing and malware attacks.

salesforce security controls image

Streamlined Processes

Once you’ve secured and cleaned up your critical data, it’s time to start shaping your Salesforce org to work exactly as you want. One of the biggest advantages of a streamlined org is that every user has access to the required tools that are required to perform their job and every admin has clarity of how to efficiently maintain and support those tools. For this, you need to:

  • Make it easy to enter information: Start training and empowering users on data entry and maintenance. For this, you can make use of tools such as in-app guidance and customized page layouts.
  • Make it easy to find information: If your org has a lot of data, users may find it difficult to navigate. You can mitigate problems by building in simplifying tools. For instance, you can customize search results to include only relevant fields or create list views so users can access only the records they need.
  • Have a word with end-users: Have regular interactions with the end-users to find what they exactly need from their org. Ask them about their common pain points and the kind of required support.


Once you’ve your data cleaned, organized, and streamlined, it’s time to have a closer look at automation. The primary benefit of automation is that it helps in the efficient management of resources by helping them avoid manual, repetitive tasks. For this, you can:

  • Know exactly when and what to automate: The best candidates for automation include tasks and activities that are repetitive, apply to multiple users, or have consistent parameters or logic.
  • Map processes: Once you know what and when to automate, the next step is all about mapping the processes from the start point to the finish point to find out how each step gets executed with an automation tool.
  • Use Salesforce tools: Use robust Salesforce automation tools such as a workflow rule or an approval process and you can even go a step ahead by designing more intelligent logic with Process Builder.

Keeping your Salesforce org clean and healthy should always be a top priority for you. Looking for more information on how to Salesforce deployment, data classification, compliance, auditing, best practices, tutorials, and data security? Visit the lognostics blog or submit a form for a free Salesforce consulting session.