Creating a Tech Debt Roadmap for Your Project

I was a CTO at a company with a LOT of technical debt. Here's how I handled it. 1. I found someone in the org (non-exec) who cared about the issue and was organized. 2. We created a framework to rank our tech debt & built a common mini "language" to talk about it easily. 3. Next we documented the entire tech ecosystem & applied the framework to categorize it all. 4. We met with business stakeholders like Product & Sales to add their perspective into the ranking. 5. We grouped the tech debt into a) never touch, b) fix ASAP and c) fix incrementally. 6. We calculated the potential ROI on each item to help acquire funding to fix it. (This was difficult). 7. We built a plan for remediation and integrated the plan into the roadmap. 8. We created a tracking / monitoring best practice specifically for the tech debt remediation work. 9. We were pretty hardcore about reporting the ROI up to the CEO on all the tech debt fix work. 10. After a while of doing this tech debt remediation got baked into our organization. What's the big lesson? Anything can be done in an org if its important enough, you focus on it and you work hard to achieve it. Interesting in more content like this? Sign up for my free newsletter at https://buff.ly/4ccyrM0. #TechLeadership #softwaredevelopment #CTO

Most Salesforce orgs are drowning in technical debt and they don't even know it. Here's the brutal truth: McKinsey found that 10-20% of tech budgets get diverted to fixing technical debt. In Salesforce terms? That's your innovation and GTM budget going straight to firefighting instead of growth. The paradox is real, the more successful your Salesforce implementation, the more debt you likely accumulate. What does Salesforce technical debt actually look like? It's not just messy code. It's: -Unused fields cluttering your objects -Multiple triggers without frameworks -Legacy Process Builders and Flows you're afraid to touch -Hard-coded IDs breaking when you least expect it -Duplicate records making your reports unreliable The compound effect is brutal. Just like credit card debt, technical debt grows exponentially. Developers spend 23-42% of their time firefighting instead of innovating. Performance suffers. User adoption drops. Costs skyrocket. Here's your way out: The CLEAR Methodology 1. Classify - Categorize debt by type and urgency 2. List - Create a detailed inventory 3. Evaluate - Assess cost vs. business value 4. Act - Implement in prioritized phases 5. Review - Monitor and prevent new accumulation Start with quick wins: Remove unused fields. Consolidate duplicate reports. Clean inactive users. These high-impact, low-effort moves build momentum. 2025 game-changer: AI-powered tech debt management Agentforce needs solid clean data and efficient processes. AI tools can now automate code analysis, predict maintenance needs, and suggest refactoring, turning debt management from reactive to proactive. The shift-left principle applies here: The earlier you identify debt, the cheaper it is to fix. Don't wait until your org becomes unmaintainable. What's your next step? Start to audit your Salesforce org today to assess how bad it is. Technical debt doesn't have to kill your Salesforce ROI. With the right strategy, transform your org from a source of frustration into a competitive advantage. What's your biggest Salesforce technical debt challenge right now? Drop a comment and share: - The debt that's causing you the most pain - A solution that's worked for your team - What's holding you back from tackling it Let's turn this comment section into a technical debt solutions exchange. Your experience could be exactly what someone else needs to hear. #Salesforce #TechnicalDebt #SalesforceAdmin #SalesforceDeveloper #CLEAR

🧹 The Great Org Cleanup – Battling Salesforce Technical Debt Over time, Salesforce orgs tend to accumulate tech debt — unused fields, outdated automations, redundant code, and legacy workflows. It’s not just a developer problem anymore—admins, architects, and consultants all feel the drag as agility and performance suffer. In extreme cases, orgs become so unwieldy that companies consider starting over from scratch, though many experts caution that remediation is usually more prudent . ✅ Here's a practical cleanup roadmap I’ve been exploring: Audit your org – catalog custom fields, automations, code APIs, page layouts. Create a data dictionary for tracking usage and purpose, then flag components (<15% usage) that could be deprecated. Allocate cleanup time – dedicate ~10‑25% of each sprint or release cycle to technical debt reduction. Use cleanup tools like Elements.cloud or Metazoa Snapshot to detect stale assets, show dependencies, and even automate safe deletions. Build governance practices – ensure cleanup is ongoing; establish metadata reviews, documentation, and architecture oversight . 🔄 Your turn: How much technical debt is lurking in your org? Do you regularly incorporate cleanup cycles into your development process? Have you reached a point where rebuilding seemed the best option—or did you cleanup instead? Let’s compare experiences and best practices—share your tech debt nightmares and cleanup wins below!