Every field in your CRM was added for a reason, but nobody remembers most of them. In Part 5 of our Essential SOPs series, we share a simple rotation for auditing your fields one object at a time. You’ll also learn the one question that shows what your team really thinks a field means, and why it matters even more now that AI is in the picture.

Are Lizz Hellinga and Elizabeth Hellinga the same person? Everyone agrees duplicates are bad, but almost nobody has agreed on what one actually is. In Part 4 of our Essential SOPs series, we cover how to define a duplicate, find the "front doors" where they get into your CRM, and set up a simple monthly and quarterly routine to keep them in check.

Salesforce is remarkably reliable. Your users are not. The disaster you're most likely to face isn't an outage; it's a bad data load or a misfired automation. In Part 3 of our Essential SOPs series, we cover the routines that actually protect you: the restore test that proves your backup works, the metadata archive that saves years of configuration, and the recovery plan you should write before anything is on fire.