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THE OPS GUIDE TO
Cleaning a Salesforce Dumpster Fire
Learn how to extinguish the flames of a messy Org in 90 days or less + find out how to maintain it for long-term success.
Inside this guide, you'll learn:
- Tell-tale signs: How to identify you have a Salesforce dumpster fire
- Where to start: 5 areas to develop and manage your cleanup
- Step-by-step guide: How to maintain your Org after your clean up
- Must-have tools: Top tools for cleaning your org smarter, not harder
- Key resources: Communities and Salesforce resources you need to keep in your toolkit
- The stories: Ops leaders share their own personal dumpster fire stories
Dumpster Fire Stories from the Pros
Keith Jones
"Endless Loop of Account Reassignments"
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In an attempt to program a hand-off of ownership on accounts between users with a combination of process builder & distribution engine, I inadvertently created a loop where the system was assigning and reassigning records between the SDRs and BDRs over and over again. It. Broke. Everything. |
Oh and the best part. In my hubris and overconfidence that what I had built was going to work, I activated the process and fucked off to lunch. It was while I was away from my laptop when I got the text message that accounts were just looping through SDR assignments endlessly. It was a great day. |
