What You Will Find in This Blog
- Five quick, high-impact Salesforce fixes that improve productivity before the new year.
- Practical steps to simplify automation, streamline layouts and optimise list views.
- How to refresh dashboards to support clearer reporting and 2026 planning.
- The overlooked productivity tools that can save users hours each month.
As we approach the end of the year, now is the perfect time to make a few smart, simple improvements to your Salesforce org. These are not major projects or complex rebuilds. They are small optimisation tasks that can be completed quickly but will make a meaningful difference to productivity, data quality and user experience in 2026.
Here are five quick Salesforce fixes you can make before January to start the new year faster, cleaner and more efficient.
1. Remove or deactivate unused automation
Many organisations accumulate a long tail of old automation: legacy Process Builders, retired Workflow Rules, test Flows and logic that is no longer needed. Even inactive automation can cause confusion for admins and clutter your environment.
Quick win actions:
- Identify unused Flows, Processes and Workflow Rules
- Deactivate automation no longer triggered by live business processes
- Consolidate or simplify duplicated logic
- Map remaining automation so ownership is clear
Why it matters:
A streamlined automation layer reduces the risk of errors, improves performance and makes your org easier to maintain in 2026.
2. Clean up and simplify page layouts
Page layouts shape every user’s daily experience. Over time, they become cluttered with unused fields, old sections and irrelevant components.
A clean layout improves adoption, reduces confusion and helps users complete tasks faster.
Quick win actions:
- Remove fields with low usage or no business value
- Move key fields to the top of the page
- Use Dynamic Forms and Dynamic Visibility where appropriate
- Consolidate unnecessary sections or tabs
Why it matters:
Reducing cognitive load leads to better data entry, higher satisfaction and fewer training needs.
3. Refresh list views and enable new sorting features
List Views are one of the most frequently used features in Salesforce, yet they are often neglected. With Winter ’26 improvements to multi-column sorting and type-ahead filtering, now is a great time to update your views.
Quick win actions:
- Create updated List Views for key teams
- Add useful filters to surface high-value records
- Enable multi-column sorting where helpful
- Remove outdated or unused views
Why it matters:
A few small adjustments can dramatically speed up navigation and record management for your teams.
4. Improve visibility with updated dashboards
Dashboards influence decision-making, pipeline visibility and executive reporting. If yours have not been reviewed recently, year end is the ideal time to ensure they reflect current goals and data structures.
Quick win actions:
- Remove dashboards driven by outdated fields or processes
- Update charts to reflect 2026 priorities
- Rebuild or simplify dashboards with low usage
- Add owner, segment or time-based filters for clarity
Why it matters:
Cleaner dashboards mean clearer insights, faster decision-making and better alignment across teams.
5. Activate underused productivity tools
Many organisations still rely on manual activity tracking or email logging. Simple productivity tools like Outlook Integration, Salesforce Inbox and Einstein Activity Capture can save hours of manual work per user per month.
Quick win actions:
- Ensure Outlook Integration is configured correctly
- Train users on Salesforce Inbox shortcuts
- Enable Einstein Activity Capture for automatic logging
- Review Activity Metrics to spot gaps in adoption
Why it matters:
Better activity data supports stronger forecasting, clearer opportunity management and improved customer visibility.
Final Thoughts
These five fixes may be small, but together they can create a cleaner, faster and more efficient Salesforce environment for 2026. Making these changes before year-end sets your team up for success, reduces admin workload, and ensures your org is better prepared for the next round of automation and AI enhancements.
Find Out More
If you would like support implementing any of these quick wins, we would be happy to help.
