Welcome to Trailblazer Talk! In this episode, Ethan Parker and Sophia Bennett delve into the crucial practice of asking the right questions before adding new fields in Salesforce. Inspired by Vanessa Grant’s insightful guide, we explore 10 essential questions every Salesforce Admin should ask to maintain an efficient and clutter-free org.

Here’s what we will cover:

• The Hidden Complexities of Adding Fields:
• Discover why a simple request to add a field can lead to significant complications if not properly vetted.
• Top 10 Questions to Ask:

1. What specific business requirement does this field address?
2. Who are the primary users or stakeholders of this field?
3. How will this field be used in business processes or workflows?
4. What data should be captured or stored in this field?
5. Are there existing systems or processes that this field should integrate with?
6. Are there data migration or data cleansing requirements for this field?
7. Are there any data privacy or security considerations?
8. Are there any performance or scalability considerations?
9. Are there any reporting or analytics needs related to this field?
10. Are there any user interface or user experience considerations?

• Best Practices for Salesforce Admins:
• Learn how to partner with stakeholders, prioritize tasks effectively, and ensure data integrity while managing field requests.
• Preventing Admin Burnout:
• Strategies to handle overwhelming to-do lists by asking critical questions and maintaining a strategic approach to field additions.

Whether you’re new to Salesforce or a seasoned Admin, this episode provides valuable tips to help you make informed decisions, streamline your workflows, and keep your Salesforce org running smoothly. Join us to enhance your admin skills and ensure your Salesforce environment remains organized and efficient!

Listen now to empower your Salesforce administration with Trailblazer Talk!

Source: Salesforce Ben