What every Salesforce Admin should do to keep their Org running smoothly

The role of a Salesforce Admin or Architect is demanding, whether you are a solo Admin managing everything yourself or part of a larger team supporting a complex Org. The rise of AI Agents, Vibe Coding and rapid platform innovation only increases the pressure. While those capabilities are exciting, they rely on strong foundations. You need well-understood business processes, documented metadata, and governed data before any AI can reliably build or support automation.

This article shares practical habits that Admins and Architects can build into their routine, supported by Elements.cloud and inspired by themes highlighted by Kate Lessard and Jennifer Le at the Agentforce World Tour New York event: security, documentation, user experience, and Org management. The goal is simple. Give teams a cadence that keeps the Org secure, documented, and running smoothly.

Why Admin Cadence Matters

Salesforce Orgs evolve constantly. New metadata, process tweaks, stakeholder requests and unexpected changes can create complexity quickly. Without structure, documentation gaps grow, technical debt accumulates and risk increases. Good Admin habits protect you from this. A regular rhythm supports clarity, compliance and safe change.

Elements.cloud is designed for exactly that kind of structured intelligence. It consolidates metadata, process understanding, documentation and governance in one place. With the right habits, it becomes the daily map of how the Org works and how it is changing.

What Elements.cloud Provides

A quick overview of the capabilities this cadence relies on.

Metadata dictionary

Elements automatically syncs your Salesforce Org into a living metadata dictionary. Objects, fields, automations, permissions and relationships are captured together with searchable detail and dependency visibility.

Configuration Mining

Elements can generate data model diagrams, automation dependency views and business processes directly from Salesforce metadata. This gives Admins a blueprint of how things actually operate behind the scenes.

Change tracking

Every metadata change is tracked. Daily summaries tell you who changed what, when and how. This supports tight governance, fast troubleshooting and an audit trail.

Documentation and context

Admins can link process maps, notes, business requirements and user stories directly to metadata. Nothing gets lost. Future teams understand why changes were made. Stakeholders get transparency. Consistency improves across the change lifecycle.

These foundations allow Admins and Architects to work proactively rather than reactively.

A Practical Admin Cadence

Daily, weekly, monthly and quarterly habits that strengthen your Org and reduce firefighting.

Daily Checklist

A list of small daily actions to prevent surprises and keep the Org stable.

Weekly Cadence

List of activities that maintain structure and help you prepare for upcoming work.

Monthly Governance and Maintenance

These tasks protect against long term complexity and reduce technical debt.

Quarterly or Annual Deep Dive

Periodic reviews catch strategic issues and help reset the Org’s direction.

Example Workflow Snapshot

A simple summary that Admins and Architects can use as a reference.

Cadence	Focus
Daily	Change report, request triage, documentation links, impact checks
Weekly	Sync check, updated diagrams, dependency analysis, documentation validation, stakeholder briefings
Monthly	Documentation audit, usage review, technical debt, permissions review, training and materials
Quarterly / Annually	Org health review, debt prioritisation, security audit, process refresh, report cleanup

Why This Cadence Works

• It reduces the risk of configuration drift – Teams always know what changed and why.
• Documentation stays up to date – Future Admins and Architects get clarity and context.
• Technical debt is identified early – Unused fields and outdated automations are removed before becoming a problem.
• Change management becomes safer – Impact analysis reduces the chance of breaking something unintentionally.
• Governance improves – Admins have reliable oversight of permissions, metadata lifecycle and audit trails.
• Long term maintainability increases – The Org becomes easier to run, easier to scale and easier for new team members to understand.

Final Thoughts

Managing a Salesforce Org will never be simple, but with the right habits and the right tools, it becomes far more predictable. A consistent cadence supported by Elements.cloud helps Admins and Architects move away from reactive firefighting and toward proactive governance.