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- Not setting up Mini Page Layouts - they are so useful.
- Not having Help Text on EVERY single custom field. Also include a description for WHY it was added.
- Adding formula fields to child object so show data from the parent object - just add it to the mini page layout or Custom Report Types instead.
- Heaps of checkboxes - Unless they are used for frequency reporting in place of a Multi Select Picklist. I HATE checkboxes because they can't be an explicit NO.
- Not turning on Enhanced Profile View
- Not investing in a tool like Rollup Helper or using Declarative Lookup Rollup Summary. There is so much that can be done with these tools.
- Not installing apps like Kugamon Account Contact Sync
- Not installing or setting up any form of dupe blocking.
- Setting up reports to be exported - Question why you exporting data. Use Excel Power Query at least (unless over 2000 rows).
- Export your data and back it up.
- Not clearly identifying your test data so you can exclude it from reports.
- Creating custom objects when a Standard object can be used.
- Not linking with external apps - eg Mailchimp or Campaign Monitor
- Not using Do Not Call and Do Not Email fields
- Adding values into picklists that are used for only a short time
- Not setting up page layouts to be logical order of fields and groupings.
- Keeping related lists on page layouts that are not used.
- Not removing Yahoo Maps custom links on Page Layouts - come on - you KNOW you will never click it - especially now with the new integrated maps
- Not setting up Record Types.
- Not setting up a custom App with only the tabs you need.
- Adding system only or reporting only fields to page layouts - just use Salesforce Inspector Browser Extensions
- Using Activities instead of the Feed.
- Not using the Feed.
- Adding Status fields on the object.
- Worse still, adding Latest contact fields on the object. USE THE FEED!
- Adding ALL the information into the Description field.
- Having a text field rather than a picklist when reporting on that field and expecting consistent values.
- Reporting on Tasks - WHY - who ever looks at these reports? Do you not trust your staff?
- Using Tasks to remind people to do stuff. See Action Views, Tasks and Report Alerts
- Having Excel spreadsheets that relate to any data in Salesforce
- Doing an import into multiple objects on a regular basis and not using something like Skyvva or one of the Excel based tools to do it quickly and easily.
- Having ANY fields in your org that you don't know what they do.
- Having ANY records in Salesforce that you can't immediately say why they exist and what benefit they have to the business.
- Importing data and not including a Data Source - where did this data come from?
- Using the Account or Contact record as the place to update information about other records - eg the status of outstanding payments - unless of course it is automated by a Rollup.
- Entering Names in a text field - eg the Accounts Payable name - NOPE. Add a Contact with a Type of Accounts Payable, and add that as a lookup to the Account.
- Ammending the ALL views to have filter criteria on them so they don't actually return ALL records.
Reports
- Not hiding unused report types
- Not deleting sample reports
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