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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition by Paul Goodey

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Custom field governance

Controlling the creation of fields is necessary 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:

  • 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 ...

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