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  • Writer's pictureJordan Nelson

How to clean up your Salesforce

What does this post cover?

- How you can automatically declutter your Salesforce




Use Case:

You are starting a new job and have a 2-year-old Salesforce org. Your job as the new Salesforce hire is to come in and figure out what needs to be cleaned up and more importantly how you should do it. Depending on what's been done in your org, this could be a serious challenge. Thanks to Salesforce Optimizer you don't have to do anything. This tool automatically finds all things you need to declutter, prioritizes them, and gives you steps on how to do it.



#1 Search Optimizer & Allow Access




#2 Launch Optimizer




#3 View Results




#4 Take Action


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