CRM & sales ops21 categories
Find the accumulated debt in this Salesforce org
An org that has been configured by many hands over several years.
Review the Salesforce configuration below and identify what has accumulated. Look for: fields with almost no populated records, workflows and process builders that should be flows, overlapping automation on the same object, report types nobody uses, picklist values retired in practice but not in configuration, and integration users with broad access. For each: what it costs to keep, the risk in removing it, and how to confirm it is genuinely unused before touching it. Rank by risk of leaving it, not by untidiness. Configuration:
Making it yours
- Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
- Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
- If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.
Automation and admin. Workflows, validation, field design and the documentation nobody wrote at the time.
Related prompts
Design this HubSpot workflowAutomating something in HubSpot without discovering the edge cases in production.Write a Salesforce validation ruleStopping bad data at entry without blocking every legitimate edge case.Design the field before anyone creates itA request for a new CRM field, which is easy to add and very hard to remove.Write the lead routing rulesDeciding who gets which lead, including the cases nobody thought about.Define lifecycle stages that mean somethingWhen MQL and SQL are used differently by marketing and sales, and handovers keep failing.Audit these automations for conflictsA CRM where several workflows have accumulated and something keeps overwriting a field.
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