By Racheal Dales | Salesforce Certified Administrator & RevOps Leader
Resources
The 10 Most Common Salesforce Fixes I Make (and How to Know if You Need Them)
1. Dirty Data Everywhere
The Fix: Implement deduplication tools, validation rules, and mandatory fields that keep junk out in the first place.
You Need This If: Your reports are full of inconsistencies, sales reps can create duplicate Accounts, or you find yourself constantly scrubbing data manually.
2. Too Many Fields, Too Little Context
The Fix: Audit and simplify layouts. Group related fields and remove anything no one uses.
You Need This If: Users complain that forms are too long or they’re skipping key inputs.
3. Picklists Run Wild
The Fix: Standardize picklist values and use global value sets for consistency across objects.
You Need This If: You see “North East,” “Northeast,” and “NE” all in the same report.
4. Broken or Missing Automation
The Fix: Identify bottlenecks and rebuild automation using Flow to replace outdated Workflow Rules or Process Builder.
You Need This If: Things are still being done manually that should be automated (task creation, field updates, emails).
5. Clunky Reports & Dashboards
The Fix: Build role-based, visually clear dashboards and set report folders with smart naming conventions.
You Need This If: No one uses your dashboards, or everyone is exporting to Excel instead.
6. No One Follows the Lead Process
The Fix: Define stages, train users, and reinforce with validation and automation to align with your GTM strategy.
You Need This If: You have Leads stuck in "Open - Not Contacted" for months.
7. Duplicate or Missing Contact Roles
The Fix: Set automation to assign primary contact roles and clean up old entries.
You Need This If: You have Opportunities with no Contacts (or way too many irrelevant ones).
8. Profiles & Permissions Chaos
The Fix: Consolidate profiles, use permission sets, and audit user access regularly.
You Need This If: People have more access than they need, or admins are the only ones who can do anything.
9. Validation Rules Gone Wild
The Fix: Review and streamline rules to ensure they don’t block legitimate workflows.
You Need This If: Users encounter confusing error messages or abandon records mid-entry.
10. Poor Adoption, Low Trust
The Fix: Provide targeted training, collect feedback, and make UX-driven improvements that make Salesforce easier to use.
You Need This If: You hear, “I hate Salesforce” more than once a week.