Salesforce’s flexibility makes it easy to adapt and evolve as business needs change. It’s a great way to work — until compliance comes into scope. The first step in getting a mature Org ready for audit is to determine which customizations are needed and which can be safely deleted. Ultimately, the cleaner and more streamlined your Org, the easier it will be to produce reports that keep your auditors happy.
In this webinar, we discover how to better understand the customizations and dependencies in your account — from there, we cover how to automate your processes for increased Org performance.
- Mapping customizations and dependencies
- Profiles/Permission Sets: Who has access to what?
- Fields used as filters in reports
- Cleaning up unused customizations