VIRTESIO IS IN THEIR ELEMENT

Elements should be the org source of truth

My own company and my vision are that we build a good bedrock by analyzing what we’ve got with Elements. And we take that and we just inspire Salesforce greatness for every organization.

ANDY CLARK, PRINCIPAL ARCHITECT & FOUNDER

 

Video transcription

I’m Andy Clark and I founded a company called Virtesio. Over the years I’ve been a technical consultant and a technical architect for Fortune 500 organizations. 

There are two aspects that an organization really has to think about when bringing in new consultants or when trying to figure out what they’re going to do with Salesforce.

First, where do we want to get to? What’s our plan? What does it look like over the next five to 10 months, the next couple of years? 

And then to get there, what have we got today? What shape are we in? What level of documentation do we have? What are the dependencies that we’ve got in the org? We’ve got to figure some of that stuff out before we can start making any changes. 

What Salesforce traditionally hasn’t been particularly good at is providing that level of information and insight to say, you’ve got these really great parts of your application and these parts are hardly being used. And that’s really where a tool like Elements comes in and helps because you plug Elements into your org, it’ll go off for a few hours and pull in all the metadata into a good UI that will explain, these are all the dependencies, this is the documentation that you’ve got in there, this is what it’s doing today. And based on that, you can make some really good decisions about what we need to do to get from here, to here in the future.

If you go into an org and you make some assumptions and you don’t take the time to really understand what’s there today, you are going to make mistakes. You are going to slow down the project. You are not going to get to the successful outcomes that you want without maybe a lot of pain and a lot of rework. 

A tool like Elements actually starts to bring back a lot of that domain knowledge that can help fill those gaps so that you can start seeing how things are done. It’s a very good user interface within Elements itself. 

One of the great features is the tree diagram where you can click through and see the dependencies of what might happen if you change a particular field or you change the workflow. You can see what the ripple effect might be of doing that. And I think once you start showing colleagues that, and other teams, they see the value of it and then they start using that as their initial entry point into making changes. And by doing that, they’re de-risking the changes that they’re making because they’ll have already thought through what are those changes likely to impact down the line. 

I think a tool like Elements really should become the source of truth, documenting and understanding the org. Things aren’t built out in Salesforce in a controlled way. Things can get into a bit of a mess. Adoption can drop, the confidence of leadership in Salesforce can drop, and then it starts just languishing in an organization because nobody really knows how to fix it. And the team of Elements realizes this. The tool that they provide really helps to understand what’s going on in the org today. 

My own company and my vision are that we build a good bedrock by analyzing what we’ve got with Elements. And we take that and we just inspire Salesforce greatness for every organization.

Elements really should become the source of truth, documenting and understanding the org.

ANDY CLARK, PRINCIPAL ARCHITECT & FOUNDER

 

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