Salto for
Salesforce
Articles
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Philippa Greenwald-Warburg
January 7, 2025
4
min read
The end-of-year chaos is finally behind us—last-minute report requests, year-end audits, and the inevitable "urgent" MQL definition update that couldn’t possibly wait. As we step into 2025, it’s time for a fresh start. This year, I’m not just cleaning up the org—I’m cleaning up my act.
Whether it’s conquering duplicate records with precision, streamlining automations, or finally reading release notes before something breaks, 2025 is the year of the empowered and strategic Salesforce admin. Here’s what I resolve to do (and not do) to make my org—and my sanity—a priority.
1. Do My Org Clean-Ups on Time
I’ll stop postponing my org clean-ups to “when the time is right.” The time is never right, and redundant components slow me down. Unused fields, outdated reports, and inactive dashboards? Gone. Duplicate records? Purged with data accuracy as a priority. It’s time to treat my org like the strategic backbone it is—and keep it that way. If it doesn’t spark efficiency or actionable insights, it’s out!
2. Say No More Often
Every end-user request doesn’t have to become a permanent fixture in the org. This year, I’m prioritizing scalable, impactful solutions instead of saying yes to every "what if" idea. By aligning requests with business objectives and data accuracy, I’ll focus on long-term results.
3. Automate Like a Pro, Not a Mad Scientist
No more haphazard workflows or Frankenstein triggers. This year, I’ll focus on building automations that are elegant, efficient, and scalable for growth. "2025: the year of strategic flows and seamless user experiences."
4. Keep Up with Salesforce Releases
I promise to read release notes before hearing about them from my boss’s boss, who wants the new features implemented yesterday. Proactively leveraging Salesforce updates will enable me to optimize processes and maintain a competitive edge.
5. Build in the Sandbox, Not the Danger Zone
Production is not the place to test ideas. 2025 is the year I finally give my sandbox the love it deserves. Testing in a controlled environment ensures clean deployments, accurate data, and minimal disruption.
6. Spend More Time Improving the End-User Experience
The easier it is for users, the less time I need to spend answering random Slack messages about which field to use. This year, I’m dedicating time to adding clear and concise help text, removing redundant fields, and enhancing processes that make users’ workflows more intuitive. Empowered users equal an efficient Salesforce ecosystem.
7. Bring Order to Permissions Chaos
No more handing out system admin access like party favors or creating a new role for every new hire. I’ll streamline permissions to ensure data security, enable accountability, and maintain a scalable structure.
8. Simplify My Customizations
No more thirty deal stages; multi-select picklists only as a last resort. Customizations will align with scalable best practices and strategic goals. Simplicity and effectiveness will drive better outcomes.
9. Learn a New Skill
No one will care about my career development more than me. This year, I’ll aim for certification, learn Apex, or dive into AI features to become a better Salesforce professional before I make this list again for 2026. Expanding my skillset ensures I can continue building data-driven systems and delivering measurable results.
10. Protect My Sanity
2025 is the year to bring balance to Salesforce admin life. By saying no to unnecessary complexity, focusing on thoughtful automation, and prioritizing clean-ups and user experience, I’m building an org that scales strategically and efficiently. My ultimate goal? A calm, efficient, and high-performing environment for my users—and for me.
What’s your Salesforce admin resolution for 2025?
Salto for
Salesforce
SHARE
Philippa Greenwald-Warburg
January 7, 2025
4
min read
The end-of-year chaos is finally behind us—last-minute report requests, year-end audits, and the inevitable "urgent" MQL definition update that couldn’t possibly wait. As we step into 2025, it’s time for a fresh start. This year, I’m not just cleaning up the org—I’m cleaning up my act.
Whether it’s conquering duplicate records with precision, streamlining automations, or finally reading release notes before something breaks, 2025 is the year of the empowered and strategic Salesforce admin. Here’s what I resolve to do (and not do) to make my org—and my sanity—a priority.
1. Do My Org Clean-Ups on Time
I’ll stop postponing my org clean-ups to “when the time is right.” The time is never right, and redundant components slow me down. Unused fields, outdated reports, and inactive dashboards? Gone. Duplicate records? Purged with data accuracy as a priority. It’s time to treat my org like the strategic backbone it is—and keep it that way. If it doesn’t spark efficiency or actionable insights, it’s out!
2. Say No More Often
Every end-user request doesn’t have to become a permanent fixture in the org. This year, I’m prioritizing scalable, impactful solutions instead of saying yes to every "what if" idea. By aligning requests with business objectives and data accuracy, I’ll focus on long-term results.
3. Automate Like a Pro, Not a Mad Scientist
No more haphazard workflows or Frankenstein triggers. This year, I’ll focus on building automations that are elegant, efficient, and scalable for growth. "2025: the year of strategic flows and seamless user experiences."
4. Keep Up with Salesforce Releases
I promise to read release notes before hearing about them from my boss’s boss, who wants the new features implemented yesterday. Proactively leveraging Salesforce updates will enable me to optimize processes and maintain a competitive edge.
5. Build in the Sandbox, Not the Danger Zone
Production is not the place to test ideas. 2025 is the year I finally give my sandbox the love it deserves. Testing in a controlled environment ensures clean deployments, accurate data, and minimal disruption.
6. Spend More Time Improving the End-User Experience
The easier it is for users, the less time I need to spend answering random Slack messages about which field to use. This year, I’m dedicating time to adding clear and concise help text, removing redundant fields, and enhancing processes that make users’ workflows more intuitive. Empowered users equal an efficient Salesforce ecosystem.
7. Bring Order to Permissions Chaos
No more handing out system admin access like party favors or creating a new role for every new hire. I’ll streamline permissions to ensure data security, enable accountability, and maintain a scalable structure.
8. Simplify My Customizations
No more thirty deal stages; multi-select picklists only as a last resort. Customizations will align with scalable best practices and strategic goals. Simplicity and effectiveness will drive better outcomes.
9. Learn a New Skill
No one will care about my career development more than me. This year, I’ll aim for certification, learn Apex, or dive into AI features to become a better Salesforce professional before I make this list again for 2026. Expanding my skillset ensures I can continue building data-driven systems and delivering measurable results.
10. Protect My Sanity
2025 is the year to bring balance to Salesforce admin life. By saying no to unnecessary complexity, focusing on thoughtful automation, and prioritizing clean-ups and user experience, I’m building an org that scales strategically and efficiently. My ultimate goal? A calm, efficient, and high-performing environment for my users—and for me.
What’s your Salesforce admin resolution for 2025?