Creating a Permission Set Group for a Job-to-be-Done In Part 1 of this two-part series, we showed how using an organization’s Capability Model with Jobs-to-be-Done (JTBD) could generate a roadmap for migrating from a Profile-heavy security model to one based on Permission Set Groups. The resulting security model – along with the documentation that you […]
Evolving Your Salesforce Security Model: Part 1
Business requirements and overview of the process You’re likely familiar with the challenges of managing Salesforce user permissions. If you’ve been working with Salesforce for a while, you’ve experienced the headache of dealing with a proliferation of Profiles, each slightly different from the next. Or you’ve struggled with the time-consuming task of troubleshooting security settings […]
AI can evaluate help text
How helpful is your help text? Bad data is junk food for AI. Data quality relies on end-users entering the correct data in the correct fields. Confused users, or users confronted with a page of fields, are a recipe for disaster. A recent Change Intelligence Research report shows the alarming number of fields that users […]
How to master Org dependencies in Salesforce
Introduction Salesforce is the most powerful customizable business application on the planet. Because it offers rich, declarative and easy to use ways to change the Org configuration, it serves as a hub for business innovation. However, that power also introduces complexity. The more the Salesforce Org is configured, the more automations and innovations are built […]
The Change Intelligence Research Series: Reinforcing best practices in Salesforce
What is the Change Intelligence Research Series? The aim of the Change Intelligence Research Series is to highlight the state of Salesforce customizations and highlight best practices. We analyze the metadata from a number of different perspectives looking at common use cases. We then invite experts to provide their perspectives and highlight the best practices, […]
Are you on the correct side of the GPT divide?
Fad or future Gartner’s Hype Cycle describes the trajectory of technologies, and I’m starting to see people claiming that AI/GPT is hype and we are over the hump, The Peak Of Inflated Expectations, and headed into the Trough of Disillusionment. Whilst the hype cycle has been true for most technologies over the last 30 years, […]
Transforming Salesforce implementations in Higher Ed
Richard Clark, VP EMEA Alliances & Success Elements.cloud LinkedIn On a clear(ish) day in London, for once without rain, the Elements.cloud EMEA team were invited to join the first of four yearly events, organized by the Higher Education Salesforce User Group. Hosted at the prestigious London School of Economics (LSE) in central London, the group […]
Why technical debt is killing Salesforce agility
Managing technical debt in Salesforce is critical to maintaining its agility. In a recent McKinsey survey, CIOs reported that 10 to 20 percent of the technology budget dedicated to new products is diverted to resolving issues related to tech debt. More troubling still, CIOs estimated that tech debt amounts to 20 to 40 percent of […]
Permissions Explorer: a game-changer in Salesforce Permissions management
The Elements.cloud Permissions Explorer is a suite of three powerful tools that are essential for understanding, optimizing, and reporting on Salesforce permissions with speed and precision. What is Permissions Explorer? Managing user permissions effectively in a Salesforce Org is a cornerstone of operational success and compliance. The Elements.cloud Permissions Explorer marks a significant advancement in […]
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