Salesforce Health Check: Prep your instance for sales success
When Salesforce works well, your team can work smarter, not harder, saving time and boosting productivity. One of its many strengths is how flexible it can be, allowing you to tailor it to mirror current processes, and continuously adapt it to align with the ever-shifting requirements of the business. But with every new field and feature, every new rollout comes an inevitable accumulation of clutter - unused fields, outdated processes, and complex configurations that may no longer serve business goals. Learn some best practices to routinely check to keep your instance in shape.
February 28, 2024