Salesforce
Free Guide

Audit Your Salesforce Fields with Claude

A living Notion guide that shows you how to use Claude AI to systematically audit every field in your Salesforce org — find unused fields, fix naming conventions, and clean up technical debt.

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What's Inside

Field-Level Analysis

Step-by-step prompts to audit every custom field in your org using Claude AI.

Usage & Adoption Checks

Identify unused, duplicate, and misconfigured fields dragging down your data quality.

Cleanup Playbook

A prioritized plan to deprecate, merge, and rename fields without breaking downstream reports.

Need hands-on help with your audit?

Most orgs have hundreds of unused fields and years of technical debt baked into their Salesforce data model. If you want a clean architecture without the guesswork, let's talk.

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