SALESFORCE CLEANUP CHECKLIST
A Salesforce cleanup checklist helps administrators systematically evaluate and improve the overall health of their Salesforce org. Over time, orgs naturally accumulate technical debt—including unused fields, outdated automations, inconsistent data, and access permissions that no longer reflect current business operations.
Regular cleanup improves system performance, strengthens reporting accuracy, and reduces security and compliance risks. This checklist provides a structured framework for reviewing the areas that most affect org health—from users and data quality to automation, reporting, and governance—so your Salesforce environment remains organized, secure, and aligned with how your business works today.
1. User & Access
Evaluate user accounts, permissions, and security settings to ensure only the right people have appropriate access. This section focuses on reducing risk, enforcing least-privilege access, and tightening overall org security.
2. Data Quality
Assess and improve the accuracy, consistency, and reliability of your Salesforce data. Covers duplicates, formatting standards, stale records, and governance to prevent bad data from re-entering the system.
3. Automation & Approval Processes
Review all automations and approval workflows to ensure they reflect current business processes and operate without conflicts. The goal is to eliminate technical debt, reduce friction, and maintain reliable system behavior.
4. Reports & Dashboards
Audit reporting assets to ensure leadership and teams are working with accurate, relevant, and accessible data. Focuses on cleaning up outdated reports, validating key metrics, and aligning reporting with current business definitions.
5. Setup & Customizations
Examine custom fields, objects, layouts, and integrations to reduce clutter and complexity. This section ensures your org remains scalable, maintainable, and aligned with actual business needs.
6. Documentation & Governance
Establish clear documentation and ownership to support long-term org health and decision-making. Defines how your Salesforce environment is managed, maintained, and continuously improved over time.
Need a deeper Salesforce health check?
This checklist is a great starting point for routine org maintenance. But many Salesforce issues—automation conflicts, architectural inefficiencies, hidden security risks, and technical debt—require a deeper analysis.
Fiduciary Tech offers a Salesforce Org Audit that evaluates your org’s architecture, automation strategy, data governance, and security posture. The result is a clear report with prioritized recommendations to improve performance, reduce risk, and ensure Salesforce scales with your business.