San Diego TKS : ADD VALUE WHILE WORKING FROM HOME
#MIME. Maximum Impact Minimum Expense
The Force.com Technical Knowledge Share (TKS) is a regular, bi-weekly Meetup, primarily focused on technical topics like Apex development, design patterns, architecture and integration.
Typically, there is no specific agenda for the Meetup. However, as this is the first “Virtual TKS” and is sponsored by Elements.cloud and this session will be dedicated to three tactics which can deliver the Maximum Impact for the Minimum Expense (MIME). The session is intended to be an interactive meeting in which participants will be at least superficially familiar with the tactics below.
For participants who wish to derive the most value from this event, d follow the instructions:
- Watch each video – they are pretty quick
- Install the free analysis app highlighted in the videos
- Play around so you can bring specific questions
1. Validate key dashboards/reports that execs look at
Do the 3-5 dashboards/reports that the execs use to drive the business have accurate data?
For each dashboard
– Which reports feed it?
– For each report what fields are key?
– Are they the correct fields? (same name, but wrong field)
– Is the data correct, or has the way the field is being populated changes?
– How are these fields populated?
– Are the fields even populated or are they blank?
2. Reduce wasted time by improving high traffic page layouts
If I can simplify/add help to speed up each user by 1 min when they visit a page, and they visit it 5x per day and there are 100 users, that is 40hrs/week at their salary level
Which objects and page layouts are used most frequently
For each page layout for a record type
– Look at each field on the page layout ask 2 questions. “Can I remove it?” “Can I improve the current help text?”
– suggest removal of field
– look at description and copy to help text, or write help text
3. Remove unused managed packages
Managed Packages that are not being used could be a wasted license cost, or a minimum clogging up the Org by adding fields to standard objects and page layouts.
For each managed package
– Look in Setup | Installed Packages for what it does and number of users
– Find out what it does and work out the key objects… i.e. Project Management – objects are Project & Sub-project Task
– See how many records in each key object.. was this just installed as a trial?
– Were any fields used in automation or code?
– See when records were last added
– See where the Managed Package is adding fields and page layouts to standard objects to see if they can be removed
Elements Catalyst installation
No obligation, 14-day free trial
Want to experience the power of Elements Catalyst for yourself? In less than 5 mins you could be up and running.
Step 1. Register for Elements User Account
Step 2. Create Space and make it a Pro Trial
Step 3. Connect Salesforce Org(s) and hit sync
Step 4. Install Chrome Extension
Step 5: Install Managed Package from AppExchange
Step 6: Download the iOS mobile app to document on the go
The even better news is that when you purchase Elements Catalyst, all the work you’ve done in the trial becomes part of your Salesforce instance (no matter where you’ve done the work – production or in your sandbox).
HOW TO ADD VALUE WHILST WHF
#MIME Maximum Impact Minimum Expense
Now normal, not new normal
This is not the new normal. But over the next few weeks/months we need to change our normal working practices.
You need to show you’re valuable and it is even more important when we are all now working remotely and companies are looking at layoffs.
“Out of sight out of mind” has never been truer. So we started thinking about 3 things you can do that are #MIME Maximum Impact Minimum Expense
1. Validate key dashboards/reports that execs look at
Do the 3-5 dashboards/reports that execs use to drive the business have accurate data?
For each dashboard
– Which reports feed it?
– For each report what fields are key?
– Are they the correct fields? (same name, but wrong field)
– Is the data correct
– How are these fields populated?
– Has the way the field is being populated changed?
– Are the fields even populated or are they blank?
WATCH VIDEO2. Reduce wasted user time on high traffic page layouts
If I can simplify/add help to speed up each user by 1 min when they visit a page, and they visit it 5x per day and there are 100 users, that is over 40hrs / week at their salary level
Which objects and page layouts are used most frequently?
For each page layout for a record type
– Look at each field on the page layout ask 2 questions. “Can I remove it?” “Can I improve the current help text?”
– Investigate the field population and usage to see if it can be removed.
– Look at description and copy to help text, or write new help text
WATCH VIDEO3. Remove unused managed packages
Unused Managed Packages could be license cost savings. They will be clogging up the Org by adding fields to standard objects and page layouts.
For each managed package
– Look in Setup | Installed Packages for what it does and number of users
– Find out what it does and work out the key objects… i.e. Project Management – objects are Project & Sub-project Task
– See how many records in each key object.. was this just installed as a trial?
– Were any fields used in automation or code?
– See when records were last added
– See where the Managed Package is adding fields and page layouts to standard objects to see if they can be removed
WATCH VIDEOFree Analysis App
Use this free trial to do the analysis heavy lifting
Elements.cloud does a ton of the analysis which saves you hours clicking around Setup. It combines the best of the free AppExchange tools all in one place with very simple 2 min setup. And delivers the results inside Salesforce Setup and Record Pages.
Step 1. Register for Elements User Account
Step 2. Create Space and make it a Pro Trial
Step 3. Connect Salesforce Org(s) and hit sync
Step 4. Install Chrome Extension
Step 5: Install Managed Package from AppExchange
Step 6: Download the iOS mobile app to document on the go
WATCH SETUP VIDEO
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