Insights & Updates from the Cloudastick Team
If your CRM has ever made you question your career choices, your life decisions, or humanity as a whole…
good news: these problems didn’t appear magically. Someone built them.
Let’s explore Part 1: Data Entry & Structure Disasters (Points 1–6)—the foundational mistakes that turn elegant Salesforce orgs into accidental obstacle courses.
Stay with me… this is the fun part.
Nothing screams “data quality excellence” like a Lead record with 22 blank fields, or an Opportunity that forces users to fill a 12-field business case just to log a phone call.
Imagine forcing reps to fill out “Preferred Shipping Vendor Country of Origin” before they can save a new lead. Because yes—every lead knows that about themselves.
Or the opposite: let nothing be required. Leave it all to chance. Let reps save leads with names like “asdf” and emails like “test@test.test”.
Make only the right fields required, and only at the right stage.
Guide the user; don’t punish them.
Who needs a single source of truth when you can have:
…all representing the same human?
Create an Account for “Sony”.
Then another for “SONY”.
Then another for “Sony Electronics”.
Then another because the rep was in a hurry and missed the first three.
Users will love spending half their day guessing which record is the “real one.”
Use:
You know—basic sanity.
Why use a field or a standard object when you could create:
A real-world scenario I’ve seen:
A team created five separate custom objects just to track different types of discount approvals—each one with identical fields, workflows, and validation rules.
By the time the audit came, even the architect couldn’t explain why.
Before creating a custom object, ask yourself:
“Would a field, picklist, or related list solve this?”
If the answer is yes—congratulations, you’ve saved future admins from suffering.
Multi-select picklists look harmless until…
you try to report on them.
Or filter them.
Or sync them.
Or integrate them.
Or export them.
Basically, until you try to use them for anything other than looking pretty on the screen.
A “Customer Intentions” field with options like:
What does reporting see?
A nightmare string of semicolon-separated chaos.
Use:
Save multi-select picklists for when you absolutely have no other logical option (rare).
Because what sales rep doesn’t want to select between:
…and 25 more?
Having a stage called “Manager Reviewing the Proposal for Regional Alignment Approval (South)”—just for one region, one team.
Keep stages simple, like:
Use sub-stages, guidance for success, or paths for extra detail—not the stage picklist.
If one user asks, “Can we add a custom field for the client’s favorite dessert?”—you should definitely say yes.
And if someone else wants a checkbox for “Has Cat?”—add that too.
Soon your Account object will look like a Netflix login page: infinite scrolling and no end in sight.
A real example:
A company created 96 custom fields on Opportunity, many used by only one single user… who later left the company.
Half of them were just “Future Use 1, Future Use 2…”
Establish a governance process:
Admins should guide, not obey blindly.