Redwood Lane

Spring Cleaning Your Salesforce Org hero image

Spring Cleaning Your Salesforce Org

April 12, 2023

The best time to clean up your Salesforce org? Right before it becomes a problem.

At Redwood Lane, we run regular org health checks for clients—especially in the spring. Here’s what we look for:

  • Unused fields that clutter layouts and confuse users
  • Old automation (especially legacy Workflow Rules) that may still be running behind the scenes
  • Broken reports and dashboards that no longer reflect real business priorities

We also help document what stays, what goes, and what gets archived—so your system stays lean, fast, and easy to manage.

A clean org is a healthy org. Let’s make it happen.