Ever feel like your Salesforce org is carrying invisible weight? That’s technical debt—the consequence of choosing expedient solutions over sustainable ones. As your Salesforce implementation grows, so does this hidden burden.
What exactly is technical debt in Salesforce?
It manifests in many forms:
- Creating year-specific rollup fields on Accounts (2022, 2023, 2024…) instead of a scalable reporting solution, etc.
- Implementing record types as UI fixes rather than true business process differentiators
- Underutilizing expensive managed packages you’ve already invested in
- Building complex custom solutions when existing packages could serve your needs more efficiently
- Poor implementation of flows and Apex that cause recursive behavior, creating performance issues and unpredictable outcomes
- Overuse of validation rules to guide user behavior instead of proper training and monitoring, leading to automation collisions and frustrated users
Why does technical debt accumulate?
Rarely is there a single culprit:
- Legacy decisions in mature orgs with dozens of release cycles
- Evolving automation capabilities that made yesterday’s best practice today’s inefficiency
- Inconsistent governance with “too many cooks, not enough chefs”
- Shifting priorities through leadership changes
- Poor or inexperienced admins
The Path Forward
In this series, we’ll explore our proven methodology to tackle technical debt:
- Identify – Recognizing where debt exists and prioritizing impact
- Research & Plan – Designing sustainable alternatives
- Document & Change Management – Preparing your team for transition
- Implement – Executing with minimal disruption
- Monitor & Improve – Establishing governance to prevent recurrence
Is your org feeling the weight of short-term decisions? Join us as we explore how to transform technical burden into technical excellence!
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