Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Custom field governance


Controlling the creation of fields is necessary in order to avoid adding unnecessary new fields in Salesforce. Without appropriate field creation governance, there is a risk of producing an application with a complex data structure that provides a poor user experience.

This issue can often be observed due to the ease of creating new custom fields. However, there are other causes, such as the following:

  • Configuring spontaneous responses to end user field creation requests without gathering full requirements

  • Lack of specification or understanding of reporting requirements for field usage

  • Creation of fields that are too specific for common uses, thus driving the need to create ever more fields

  • Lack of knowledge or awareness of existing fields that could be used rather than creating new ones

As the number of unnecessary fields increases, users will find it ever more difficult to enter the correct data into the correct fields. Therefore, the amount of entered data is reduced...