How to Optimize Your Salesforce Org for Better Performance
Salesforce is a powerful CRM platform, but as your data, users, and processes grow, performance can suffer—impacting both user experience and operational efficiency. Whether you're an admin, developer, or business leader, optimizing your Salesforce org is critical for maintaining speed, scalability, and reliability. In this blog, we’ll walk through key strategies to fine-tune your Salesforce environment and ensure it performs at its best. 1. Clean Up Technical Debt and Unused Components Over time, Salesforce orgs accumulate unused fields, custom objects, reports, workflows, and more. These not only clutter the system but can slow down performance. Tips: Use Salesforce’s Optimizer Report to identify unused metadata. Remove deprecated workflows, flows, and Apex classes. Archive inactive users and obsolete record types. 2. Review and Refactor Automation Rules Too many triggers, process builders, and flows running at once can cause performance bottlenecks. What to do...