Best Practice Annual System Maintenance
Start any year off right with our recommended annual maintenance tasks to help ensure the platform is running smoothly and efficiently:
Data cleaning and de-duplication: Regularly reviewing and cleaning up data can help ensure that your Salesforce instance is free of errors and duplicates, which can improve system performance and the accuracy of your data.
User and profile management: Reviewing and updating user accounts and profiles can help ensure that your system is properly configured and that users have the correct permissions and access to the resources they need.
Security review: Regularly reviewing and updating your system's security settings can help protect your data and ensure that your system is compliant with relevant regulations and standards.
Testing and quality assurance: Regularly testing your system and conducting quality assurance checks can help identify and fix issues before they become major problems.
Performance monitoring: Monitoring your system's performance and identifying areas for improvement can help ensure that your system is running efficiently and effectively.
Backups and disaster recovery: Regularly backing up your data and developing a disaster recovery plan can help protect your data and minimize the impact of system failures or other unexpected events.
We’re happy to recommend specific apps to help with de-duping, backups, and more.
