Your team has been using Salesforce for what feels like an eternity, so long that you can’t even remember the name of your old CRM. But you’ve still got some fields from that outdated system hanging around in the ether. There are dozens of fields that were built for who-knows-why-anymore that no one is using. You want to clean up your page layouts, clear out the junk, and spruce up our org for your next wave of developments. Why not do some spring cleaning and take a Field Trip!
Ever wish you could run reports on the standard and custom fields you have in salesforce? Take a Field Trip! This utility lets you analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field populated.
I’ve used this nifty, free app in multiple orgs and I can’t tell you how useful the information it generates is for any administrator. Check out Field Trip today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.