Five Signs Your Salesforce Org Needs an Audit Before You Build Anything Else
Summary
Adding more features like flows, dashboards, or custom objects often worsens existing Salesforce org issues instead of solving them. It highlights the need for an org audit to identify and fix underlying problems before continuing development. This approach prevents increased complexity and costly fixes down the road. Salesforce teams should prioritize auditing their org health to ensure any new build is sustainable and truly adds value.
Takeaways
- Avoid adding features before resolving core org issues.
- Conduct an org audit to identify underlying Salesforce problems.
- Fix complexity early to reduce future technical debt and costs.
- Prioritize org health before planning new Salesforce builds.
- Recognize that more automation or custom objects aren't always the solution.
Most Salesforce problems get solved by building more. Another flow. Another dashboard. Another custom object. And most of the time, that's the wrong answer. In my experience, organisations that keep adding to a Salesforce org that isn't working don't end up with a better system, they end up with a more complicated broken one. The underlying issues don't go away. They just get harder to find and more expensive to fix. Before you invest in the next phase of your Salesforce journey, here are...