Spring Clean Your System!
Update: 2023-04-28
Description
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Thank you to this week’s sponsor - Sunsama! Have you tried Sunsama? Get your first three weeks free with our link: https://www.sunsama.com/a/technopath
This week’s episode we have something special in store! We’re sharing one of our recent Salesforce Saturdays when Sarah talked all about technical debt and how to Spring Clean your systems. She dives deep into how you can get organized, clean up confusingly named reports and converting process builders to flows.
Take Away Tips:
Thank you to this week’s sponsor - Sunsama! Have you tried Sunsama? Get your first three weeks free with our link: https://www.sunsama.com/a/technopath
This week’s episode we have something special in store! We’re sharing one of our recent Salesforce Saturdays when Sarah talked all about technical debt and how to Spring Clean your systems. She dives deep into how you can get organized, clean up confusingly named reports and converting process builders to flows.
Take Away Tips:
- Start every flow’s name with the object it effects
- Use Scribe to document your changes
- Be careful about why a contact may not have any activity listed - is it a disengaged contact? Or is it a duplicate of an engaged member of your community?
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