Clean up your Salesforce org using FieldPro.

If you are a Salesforce admin working on a complex org with too many custom fields, this article is for you.

1. What is FieldPro?

• Published on the Salesforce app exchange in 2019, it is trusted by thousands of companies worldwide. More than 20k objects have been analyzed, and more than 100k fields have been deprecated using FieldPro.
• FieldPro runs entirely in the subscriber’s org and analyzes all custom fields in the org. It calculates attributes like populate percentage and metadata references and provides a field score that helps admins deprecate unused custom fields.
• FieldPro comes prebuilt with reports and dashboards, which can help you identify other technical debt use cases, such as fields with missing descriptions, permissions, etc. You can also edit and create fields in bulk.

2. How to use FieldPro

Following this process, you can safely delete 100+ custom fields in four weeks. Let's get started without wasting any time.

Use Case: Your Case object has 700+ fields, and you want to identify the fields that are not being used and delete them safely and quickly.

Week 1: Identify fields to delete.

In this step, you will identify what fields are safe to delete or will require minimum effort to delete

• Run “FieldPro” on the object.
  Open “FieldPro App”. Click the “Run Service” button and submit the job on the object. Wait for the job to complete
  Note: Use Production or recent Full Copy Sandbox for complete results.
• Review job results
  Use FieldPro reports or FieldPro App to identify low-usage fields
• Demo deletes
  Create a new developer sandbox from production
  Try deleting the identified fields to gain confidence
  Remove fields that were unable to be deleted due to complex metadata relations or were new, etc

Week 2: Notify Users/Business.

• Notify users on fields targeted for deprecation.
  Give a week’s notice to reply and a targeted date of deletion
  Remove fields from the deprecation list if issues were raised

Week 3: Remove Field Permissions.

• Remove FLS from both profiles and permissions sets in the Production
  Backup Production FLS by creating a new developer sandbox
  FieldPro report will show the areas where the FLS is provisioned
  Optionally, use FieldPro Field Actions to perform this in bulk
  - Open the “FieldPro App.” Select the object and the fields to deprecate. Click the “Edit” icon and submit the job to remove FLS.
  - Optionally, add a (DEL) to the field label and an inline help text saying these will be deprecated on this date.
• Notify users that FLS has been removed from Production
  Wait for a week
• Revert permissions on fields where issues are reported by business or external integrations.

Week 4: Delete Fields.

• Delete fields from sandboxes and production
• Notify users on fields successfully deleted

4. Feedback or reviews?

Please email at fieldpro.sfdc@gmail.com