Most leaders think their Salesforce problems are technical.
In reality, they’re usually too much, too many fields, too many automations, too many reports, too many cooks.
I’ve seen it again and again.
What started as a clean, powerful CRM slowly turned into a maze of unused features and cluttered screens.
Here’s how it happens:
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Someone requests a new field instead of cleaning up an old one.
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A well-meaning admin adds automation to “save time”, until something breaks.
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Reports get duplicated until no one trusts the numbers.
Before long, the system meant to bring clarity creates confusion instead.
And adoption drops because nobody wants to use a tool that feels like work.
The real cost of over complication
When Salesforce is bloated, three things always happen:
1️⃣ Leaders lose visibility.
Reports contradict each other, and no one knows which data to trust.
2️⃣ Teams lose momentum.
Too many fields, picklists, and validation rules make every update feel like a chore.
3️⃣ Growth slows down.
Instead of focusing on customers and revenue, people are fixing, cleaning, and clicking.
This isn’t a technology problem.
It’s a design problem and the cure is simplicity.
The fix: Start removing, not adding
The fastest way to get more from Salesforce isn’t to add new features, it’s to strip away what doesn’t serve you.
Try this 30-minute reset:
1️⃣ Run a field audit.
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In Setup → Object Manager, pick your top 3 objects (Leads, Opportunities, Accounts).
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Export all fields to a spreadsheet.
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Mark which ones are actually being used.
2️⃣ Delete or hide anything irrelevant.
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If a field hasn’t been touched in 90 days, hide it.
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If nobody can explain what it’s for, delete it.
3️⃣ Consolidate your reports.
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Open “All Reports.”
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Sort by Last Viewed Date.
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Delete or archive everything untouched in 90 days.
You’ll be amazed how quickly the system starts to feel different, lighter, faster, clearer.
Simplicity = Adoption
When people can see what matters, they start using Salesforce again.
When they start using it, data quality improves.
And when data improves, decision-making transforms.
That’s how simplification turns into ROI.
Where to start
If you’re unsure where to begin, I can help.
I run a Salesforce Health Check, a short, focused review that highlights what’s slowing your system down and gives you a roadmap to simplify and scale.
👉 Reply “Health Check” if you’d like me to review your setup and identify your biggest quick wins.
Keep winning,
Luke