You don’t need a massive rebuild to make Salesforce feel better. A few thoughtful tweaks—done steadily—can speed things up, clean up data, and save you support headaches. Here are ten practical tips you can ship this quarter. They’re short, clear, and built for real life.

1) Start with a health check: Salesforce Optimizer

Run the Salesforce Optimizer app to see unused fields, slow pages, stale automations, and risky settings. Turn the results into a 90-day backlog. Re-run monthly so clutter doesn’t creep back in.

Try this: Ask three power users what slows them down most. Cross-check their answers against the Optimizer list and fix those first.

2) Make record pages lighter: Dynamic Forms and Dynamic Actions

Long pages make people scroll (and miss things). Use Dynamic Forms to show fields only when they matter and Dynamic Actions to surface buttons in context. For a cadence that keeps data fresh once pages are tidy, see Clean Pipeline, Real Forecasts.

Try this: Convert one heavy Opportunity page first. Time the before/after load—share the win.

3) Standardize on one engine: Migrate to Flow

Retire Workflow Rules and Process Builder using Migrate to Flow. One place for automation = fewer surprises and easier troubleshooting.

Try this: Move a low-risk email alert or field update first, then schedule the trickier ones.

4) Fix access the modern way: Permission Set Groups

Stop cloning profiles. Move access into Permission Set Groups and mute what’s not needed. For quick audits, the User Access & Permissions Assistant shows who has what.

Try this: Create one group per role (e.g., “AE – Core”). Add exceptions with a small, separate permission set.

5) Share less when it matters: Restriction Rules

Sometimes sharing rules are too generous. Restriction Rules let you reduce visibility (think strategic accounts or VIP cases).

Try this: Pilot on a single object with a tiny user group. Validate with real scenarios before expanding.

6) Stop dupes at the door: Duplicate Management

Turn on Duplicate Management (matching + duplicate rules). Use Duplicate Jobs to find and merge what slipped through. For better outreach once data is clean, skim Sales Engagement That Actually Works.

Try this: Start with Accounts and Leads. Set alerts (not blocks) for week one to learn the edge cases.

7) Close the obvious gaps: Security Health Check, MFA, Enhanced Domains

Hardening doesn’t have to be scary. Run Security Health Check, enforce MFA for everyone, and verify Enhanced Domains are enabled to avoid cookie/URL weirdness.

Try this: Fix high-risk Health Check items first; schedule the rest as bite-sized tickets.

8) Build safety nets: Salesforce Backup and Data Mask

Accidents happen. Enable Salesforce Backup and practice a small restore so you know what “good” looks like. In sandboxes, obfuscate PII with Data Mask so testing is realistic and safe.

Try this: Run a quarterly restore drill—20 records, start to finish, documented.

9) Make releases boring (that’s good): DevOps Center

Use DevOps Center to track work items, move changes with Git-based pipelines, and keep history clean. It’s admin-friendly but adds real discipline. For the bigger system this supports, check RevOps Is the Operating System for Growth.

Try this: Pilot DevOps Center on one small feature—prove the path before migrating everything.

10) Stay ahead of enforcements: Release Updates

Review Release Updates monthly. Many toggles are quick wins for security, performance, or UX. If you haven’t done housekeeping in a while, this checklist helps: 10 High-Impact Updates Every Salesforce Admin Should Make.

Try this: Add a recurring calendar reminder—15 minutes, once a month, with a simple “fix or schedule” rule.

Bonus: Buy before you build — AppExchange

Before writing code, browse the AppExchange for pre-built apps and connectors (ERP, billing, e-signature, data integration). You’ll ship faster and inherit maintenance from the vendor. When you’re ready to add AI safely, use this governance guide: Ship AI Safely: The Agentforce Governance Playbook.

A simple 60-day plan

• Weeks 1–2: Run Optimizer; pick 6–8 fixes. Tackle one heavy record page with Dynamic Forms/Actions.
• Weeks 3–4: Migrate low-risk automations to Flow. Move access to Permission Set Groups. Pilot one Restriction Rule.
• Weeks 5–6: Turn on Duplicate Management, finish MFA/Health Check/Enhanced Domains, and pilot DevOps Center.

Need a hand?

If you want help prioritizing the right fixes, setting guardrails, or standing up DevOps Center, our team at Revenue Ops can jump in and get you from “to-do list” to shipped.