Salesforce Aged Complex Org Revitalization Process .pdf

Scope of Work 2
Strategic Triage, Tactical Remediation, and Cultural Change 3
Understanding the Current Mess 3
Clean It 4
Scale It 4
Future-Proof It 4
Measurable Sprint Goals 5
Tracking Progress 5
High Level Goals 5
Security and Access Review 5
Platform Health Assessment 6
Data and Metadata Cleanup 6
Performance Optimization 6
Development Best Practices 6
DevOps and Automation Enhancements 6
Sandbox Strategy and Data Management 7
Monitoring and Governance 7
9. Strategic Evaluations 7
User Experience Improvements 7
Detailed Steps to achieve above Goal 7
Org-Wide Defaults (OWD) & Sharing Review 7
Optimizer & Health Check 8
Static Code Analysis with PMD 8
Identify Dead Code & Unused Flows 8
Unused Fields & Objects 9
Reports & Dashboards Cleanup 9
Optimize SOQL Queries 9
CPU Time & DML Optimization 10
Large Data Volume (LDV) Strategies 10
Data Archiving 10
AppExchange Packages Review 10
Test Class Runner Implementation 11
Identify Dead Code and Unused Flows 11
Cleanup Unused Fields and Objects 11
Cleanup Unused Reports and Dashboards 12
Improve SOQL and Query Optimization 13

CPU Time, SOQL, and DML Limit Reduction 13
Implement Large Data Volume (LDV) Management Techniques 14
Data Archival Strategy 14
Review AppExchange Packages 15
Implement Test Class Runner and CI/CD Branding 15
Sandbox Strategy, Seeding, and Data Masking 16
Org Limit Monitoring and Optimization 16
Cleanup, Patterns, Documentation, and Best Practices 17
Code and Flow Documentation 17
Design Patterns Enforcement 17
Standard vs Customization vs AppExchange 17
Salesforce Aged Complex Org Revitalization Plan 1

Title: Salesforce Aged Complex Org
Revitalization Plan
Author: Srini Pusuluri
About Author
Srini Pusuluri - M.Tech IIT Kharagpur India
FMR Distinguished Scientist in Indian Space and Defence, Salesforce CRM and AI Architect
Senior Salesforce (SFDC), AI, and CRM Program Architect, highly skilled in integrating
cutting-edge technologies like artificial intelligence and customer relationship management
(CRM) platforms. With over 20 years of IT experience (including 12 years in CRM/Salesforce
and 5 years in AI), the author is a recognized leader in designing and delivering innovative AI
and CRM solutions across industries. They have extensive expertise in security, multi-org
setups, data integration, design patterns, DevOps, and AI strategy, and hold 20 Salesforce
and 5 AI certifications.
Feel free to reachout me for any AI/CRM free suggestions
https://www.linkedin.com/in/pusulurisrinivasa/

Scope of Work
When managing a complex, high-volume Salesforce environment plagued by technical debt and
performance issues, a structured, phased improvement plan is essential. The goal is to
transform the org into a scalable, efficient, and future-ready platform
Strategic Triage, Tactical Remediation, and Cultural
Change
This document outlines a structured approach to addressing organizational challenges through
strategic triage, tactical remediation, and fostering cultural change. By understanding the current
state of affairs, implementing necessary clean-up actions, scaling solutions, and ensuring
future-proofing, organizations can achieve sustainable improvements. The importance of
communication and documentation is emphasized alongside technical fixes, and measurable
sprint goals are established to track progress effectively.

Understanding the Current Mess
1. Assessment Phase
○ Conduct a comprehensive audit of existing processes and systems.
○ Identify key pain points and areas requiring immediate attention.
○ Gather feedback from stakeholders to understand their perspectives.
2. Documentation
○ Create a detailed report of findings.
○ Document current workflows, challenges, and inefficiencies.
○ Establish a baseline for measuring improvements.
Clean It
1. Immediate Remediation
○ Prioritize issues based on impact and urgency.
○ Develop a tactical plan to address high-priority problems.
○ Implement quick wins to build momentum.
2. Communication
○ Regularly update stakeholders on progress and changes.
○ Ensure transparency in the remediation process.
○ Foster an open dialogue for feedback and suggestions.
Scale It
1. Systematic Improvements
○ Identify successful remediation strategies and standardize them.
○ Develop training programs to ensure team members are equipped to maintain
improvements.
○ Create a knowledge base for ongoing reference.
2. Documentation
○ Update documentation to reflect new processes and systems.
○ Ensure all changes are recorded for future reference and training.
Future-Proof It
1. Sustainability Planning
○ Establish metrics for ongoing performance evaluation.
○ Implement regular review cycles to assess the effectiveness of changes.
○ Adapt strategies based on evolving organizational needs and external factors.

2. Cultural Change
○ Promote a culture of continuous improvement and accountability.
○ Encourage collaboration and innovation among team members.
○ Recognize and reward contributions to cultural transformation.
Measurable Sprint Goals
1. Sprint 1: Assessment and Documentation
○ Complete the audit of current processes within two weeks.
○ Document findings and share with stakeholders by the end of the sprint.
2. Sprint 2: Immediate Remediation
○ Identify and address at least three high-priority issues within two weeks.
○ Communicate progress and gather feedback weekly.
3. Sprint 3: Systematic Improvements
○ Standardize at least two successful remediation strategies within three weeks.
○ Develop and launch training programs for team members.
4. Sprint 4: Sustainability and Cultural Change
○ Establish performance metrics and review cycles within four weeks.
○ Launch initiatives to promote a culture of continuous improvement.
Tracking Progress
● Dashboards
○ Create visual dashboards to track key performance indicators (KPIs) related to
remediation efforts.
○ Update dashboards weekly to reflect progress and areas needing attention.
● Weekly Reports
○ Generate weekly reports summarizing progress, challenges, and next steps.
○ Share reports with all stakeholders to maintain transparency and engagement.
By following this structured approach, organizations can effectively navigate their challenges,
implement necessary changes, and foster a culture of continuous improvement, ensuring
long-term success and resilience.

High Level Goals

Security and Access Review
● Evaluate Organization-Wide Defaults (OWD) and Sharing Rules.
● Ensure data security, minimize overexposure, and optimize access models.
Platform Health Assessment
● Run Salesforce Optimizer Reports.
● Use static code analysis tools like PMD to identify code quality issues.
● Identify dead code, unused Apex classes, triggers, and abandoned flows.
Data and Metadata Cleanup
● Clean up unused fields, custom objects, record types, page layouts, and reports.
● Archive and purge historical large object data using LDV (Large Data Volume) strategies.
Performance Optimization
● Analyze SOQL queries using tools like Query Plan Analyzer.
● Redesign inefficient queries and optimize CPU, SOQL, and DML operations.
● Apply Governor Limit best practices.
Development Best Practices
● Standardize code and flow documentation.
● Apply consistent naming conventions for Apex, Flows, and Integrations.
● Introduce and enforce scalable design patterns.
DevOps and Automation Enhancements

● Implement a CI/CD pipeline tailored for Salesforce development.
● Set up automated test class runners and code coverage reports.
● Create a branding and release strategy for feature deployment.
Sandbox Strategy and Data Management
● Plan effective sandbox environments for dev, QA, UAT, and training.
● Seed test data and apply data masking techniques to protect sensitive data.
Monitoring and Governance
● Set up dashboards to monitor Salesforce limits and system health.
● Establish ongoing governance for platform changes.
Strategic Evaluations
● Review existing AppExchange packages for optimization or retirement.
● Strategize when to use out-of-the-box features vs custom development vs third-party
apps.
User Experience Improvements
● Optimize Lightning Page performance.
● Prioritize using standard Salesforce functionality where possible to enhance reliability
and reduce maintenance.

Detailed Steps to achieve above Goal
Org-Wide Defaults (OWD) & Sharing Review
● Audit OWD settings: Ensure they follow the principle of least privilege.
● Evaluate sharing rules: Identify and remove redundant or conflicting rules.
● Assess role hierarchy: Simplify overly complex hierarchies.
● Review manual sharing: Identify and document instances of manual sharing.
● Document findings: Create a report detailing current sharing settings and
recommendations.
Reddit
Optimizer & Health Check
● Run Salesforce Optimizer: Identify unused fields, reports, and other metadata.
● Conduct Health Check: Assess security settings and compliance.
● Analyze results: Prioritize issues based on impact and effort.
● Plan remediation: Develop a plan to address identified issues.
● Communicate findings: Share results with stakeholders for transparency.
Validity
Static Code Analysis with PMD
● Set up PMD: Configure rulesets tailored to your org's coding standards.
● Run analysis: Identify code smells, unused variables, and other issues.
● Prioritize fixes: Focus on high-impact areas first.
● Document technical debt: Create a backlog of issues for remediation.

● Integrate into CI/CD: Ensure ongoing code quality checks.

Identify Dead Code & Unused Flows
● Inventory Apex classes/triggers: Use tools like OrgCheck to find unused code.
● Review Flows and Process Builders: Identify and deactivate obsolete automations.
● Clean up metadata: Remove deprecated components.
● Update documentation: Reflect changes in system documentation.
● Communicate changes: Inform stakeholders of removals and reasons.
Reddit
Unused Fields & Objects
● Run Field Trip: Analyze field usage across objects.
● Identify unused fields: Mark fields with low or no usage.
● Plan field deprecation: Develop a strategy for safe removal.
● Review custom objects: Identify objects no longer in use.
● Document changes: Maintain a record of deprecated fields/objects.
Reddit
Reports & Dashboards Cleanup
● Audit reports/dashboards: Identify those not accessed in the last 6-12 months.
● Consolidate duplicates: Merge similar reports/dashboards.
● Archive obsolete reports: Retain for historical reference if needed.
● Implement naming conventions: Standardize for easier identification.
● Train users: Educate on best practices for report/dashboard creation.
MediumPort and
Starboard+1XB Software+1
Optimize SOQL Queries

● Review Apex code: Identify inefficient queries.
● Use Query Plan Tool: Analyze query performance.
● Refactor queries: Optimize for selectivity and indexing.
● Implement governor limit checks: Prevent future performance issues.
● Document query standards: Establish best practices for developers.

CPU Time & DML Optimization
● Analyze Apex executions: Identify methods exceeding CPU limits.
● Refactor code: Reduce nested loops and complex logic.
● Bulkify operations: Ensure code handles large data volumes efficiently.
● Limit DML operations: Combine operations where possible.
● Monitor performance: Set up alerts for CPU/DML limit breaches.
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Large Data Volume (LDV) Strategies
● Identify LDV objects: Focus on objects with millions of records.
● Implement indexing: Use skinny tables and custom indexes.
● Optimize queries: Use selective filters and avoid full table scans.
● Archive old data: Move historical data to external storage if needed.
● Monitor performance: Regularly assess query times and adjust strategies.
Metazoa
Data Archiving
● Define archiving criteria: Determine which data qualifies for archiving.
● Develop archiving process: Automate data movement to archives.

● Ensure data integrity: Validate that archived data remains accessible if required.
● Comply with regulations: Ensure archiving meets compliance standards.
● Document archiving policy: Provide guidelines for future data management.

AppExchange Packages Review
● Inventory installed packages: List all third-party apps.
● Assess usage: Determine which packages are actively used.
● Evaluate performance impact: Identify packages causing issues.
● Plan deprecation: Schedule removal of unused or problematic packages.
● Explore alternatives: Consider native solutions or better-suited apps.

Test Class Runner Implementation
● Set up test frameworks: Implement tools like Apex Test Execution.
● Automate test runs: Schedule regular test executions.
● Monitor code coverage: Ensure compliance with coverage requirements
Identify Dead Code and Unused Flows
● Run code coverage reports: Identify Apex classes and triggers with no test coverage.
● Analyze Flows: Find inactive, deprecated, and duplicated flows.
● List redundant classes/triggers: Tag them for deprecation or deletion.
● Document dependencies: Check if "dead" code or flows are referenced indirectly.
● Prepare decommissioning plan: Schedule safe removals without breaking
functionality.
● Communicate impacts: Inform business owners if any impacts are expected.

● Set "to-be-archived" labels: Tag old metadata for future cleanup.
● Perform risk assessment: Analyze if backup/versioning is needed.
● Create a backup plan: Backup metadata before deletion.
● Plan phased removal: Gradually phase out dead code.
Cleanup Unused Fields and Objects
● Run Field Trip / Field Utilization Reports: Find rarely used fields.
● Identify orphaned objects: Find objects with minimal/no usage.
● Validate with business: Confirm if fields/objects are truly obsolete.
● Mark for deletion: Stage them in a sandbox first.
● Check managed package fields: Request ISV support if needed.
● Backup metadata: Export details for historical records.
● Align with compliance/legal: Especially for customer data fields.
● Stage change sets: Build packages for removing them.
● Rollout cleanups in waves: Avoid massive deletions at once.
● Document changes: Keep a cleanup log for audit.
Cleanup Unused Reports and Dashboards
● Identify unused reports: Sort by last run date.
● Find redundant dashboards: Analyze overlaps in metrics.
● Group by business unit: Collaborate with teams to confirm deletions.
● Archive first: Move unused assets to "Archive" folders.
● Set deletion policy: After 90 days archived, then delete.

● Rebuild critical dashboards: Consolidate where necessary.
● Implement naming conventions: For easy future audits.
● Update folder permissions: Avoid open-access issues.
● Document useful KPIs: Consolidate in a KPI library.
● Encourage self-service analytics: Reduce custom report sprawl.
Improve SOQL and Query Optimization
● Enable Query Plan Tool: Analyze slow SOQL queries.
● Avoid Select * (wildcards): Query only needed fields.
● Use indexed fields in WHERE clauses: Optimize searches.
● Reduce nested queries: Flatten queries where possible.
● Use LIMIT and OFFSET smartly: In paginated data fetching.
● Restructure queries: Use child-to-parent queries smartly.
● Apply skinny tables if needed: For huge objects.
● Use selective filters: Especially on large data volumes (LDV).
● Enable Query Caching: In Lightning Experience.
● Benchmark improvements: Measure before vs. after changes.
CPU Time, SOQL, and DML Limit Reduction
● Refactor trigger logic: Use Trigger Handlers/Frameworks.
● Batch DML operations: Aggregate inserts/updates.
● Minimize synchronous calls: Move to Queueable Apex or Batch.
● Implement bulkification everywhere: Avoid FOR loops inside DMLs.

● Move non-critical operations async: Post-commit processing.
● Use Platform Events: For scalable event-driven designs.
● Analyze CPU spikes: With Debug Logs/Monitoring.
● Fix recursive triggers: With static variables.
● Reduce chained workflows: Consolidate into single flows.
● Educate developers: Enforce best practices via review gates.
Implement Large Data Volume (LDV) Management Techniques
● Use skinny tables: For wide objects.
● Archive old records: Move to external systems if not needed.
● Use Big Objects: For 50M+ record sets.
● Implement partitioning strategies: For huge datasets.
● Enable Async SOQL: For heavy queries.
● Use custom indexes: Request Salesforce support if needed.
● Optimize sharing recalculations: Defer where appropriate.
● Design around governor limits: Maximize query and DML efficiency.
● Split transactions: Reduce risk of limits exceeded.
● Document all strategies: For governance.
Data Archival Strategy
● Define archival criteria: Based on object, date, or status.
● Implement field-based filters: "IsArchived" checkboxes, etc.
● Create archive storage: External system or Big Objects.

● Develop archival jobs: Batch Apex / Scheduled Jobs.
● Maintain searchable archive: If needed via APIs.
● Communicate archival policy: To stakeholders.
● Ensure GDPR compliance: For customer data.
● Plan incremental archiving: Avoid massive batch jobs.
● Test archive recovery: Validate that data can be restored.
● Track storage savings: Show quick wins to leadership.
Review AppExchange Packages
● Audit installed packages: Usage, licensing, versions.
● Remove redundant tools: Save costs and complexity.
● Ensure package upgrades: Patch security holes.
● Document dependencies: Critical packages for solutions.
● Identify unsupported apps: Plan replacement.
● Evaluate 3rd party alternatives: Cheaper/better tools.
● Assess managed vs unmanaged: Manage security risks.
● Run security assessments: For external apps.
● Define future review cadence: Bi-annual evaluations.
● Tag apps by purpose: Monitoring, CPQ, integrations, etc.
Implement Test Class Runner and CI/CD Branding
● Deploy unified Test Class Runner: Batch test runs.
● Target 90%+ test coverage: Clean up bad tests.

● Set up DevOps CI/CD pipelines: GitHub, Bitbucket, Copado, Gearset, or others.
● Automate unit and regression testing: PR-level enforcement.
● Promote source-driven development: Avoid Org-Driven risks.
● Build modular pipelines: Scratch org creation, validation, deployments.
● Brand internal tools: Dashboards for dev visibility.
● Document deployment standards: Mandatory DevOps best practices.
● Enforce naming standards: For pipelines/jobs.
● Track deployment KPIs: Success rates, mean time to deploy.
Sandbox Strategy, Seeding, and Data Masking
● Define sandbox types: Dev, QA, UAT, Training.
● Implement seeding tools: Data Loader, OwnBackup, etc.
● Automate data loads: Sandbox refresh events.
● Apply data masking: PII protection in non-prod.
● Version control metadata: Keep sandboxes aligned.
● Limit sandbox access: Only needed profiles.
● Sandbox naming convention: Clear purpose labeling.
● Sandbox refresh calendar: Regular cycle definition.
● Monitor sandbox storage: Avoid overages.
● Govern sandbox cloning: Approval process.
Org Limit Monitoring and Optimization
● Set up limit monitoring tools: Salesforce Limits API.

● Track critical thresholds: API calls, storage, concurrent jobs.
● Implement proactive alerts: Before hitting limits.
● Optimize API usage: Bulk API 2.0 for loads.
● Reduce record lock issues: Rethink transaction design.
● Review platform events limits: Check critical integrations.
● Plan async migration: For long-running operations.
● Conduct limit stress testing: Identify bottlenecks.
● Enable event monitoring: If available.
● Create org health dashboards: Weekly review.
Code and Flow Documentation
● Document Apex classes/triggers: Architecture diagrams + code purpose.
● Document Flows: Visual maps + descriptions.
● Maintain ERD diagrams: Updated data model maps.
● Publish developer guides: Naming standards, Do's/Don'ts.
● Set flow limits: Number of elements, nesting levels.
Design Patterns Enforcement
● Apex patterns: Factory Pattern, Service Layer, Selector Layer.
● Flow patterns: Modular Subflows, Fault handling.
● Integration patterns: Platform Events, Change Data Capture, Streaming API.
● Trigger Frameworks: 1 trigger per object.

● Queueable/Batched/Aysnc Apex: Best practices enforced.
Standard vs Customization vs AppExchange
● Use Out-of-the-Box first: Lightning Components, Flows, Reports.
● Customize carefully: If OOTB fails or is inefficient.
● Evaluate AppExchange: For capabilities not feasible internally.
● Minimize technical debt: Always prefer standard where possible.

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