Evolving Your Salesforce Security Model: Part 1 Post author By admin Post date 8 November 2024 Categories In Business Analysis, Impact Analysis, Metadata management, Permissions 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 Post author By admin Post date 19 June 2024 Categories In AI/GPT, User Adoption 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 Post author By admin Post date 12 April 2024 Categories In Business Analysis, Change Intelligence, Metadata management, Technical Debt 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 Post author By admin Post date 5 April 2024 Categories In Change Intelligence 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,…
Transforming Salesforce implementations in Higher Ed Post author By admin Post date 1 March 2024 Categories In Implementation 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 Post author By admin Post date 19 January 2024 Categories In Business Analysis, Technical Debt 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 Post author By admin Post date 8 December 2023 Categories In Product Updates, Technical Debt 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…
Unlocking the potential of user stories for success in Salesforce Post author By admin Post date 1 December 2023 Categories In Business Analysis What are user stories? In this article, we’ll be delving into Salesforce user stories. A User Story is a structured statement that outlines the work you need to complete, to meet the overall business requirement: “as a [role], I want to [action], so that I can [outcome].” A User Story articulates what an end user…
How Elements.cloud can help you become a Salesforce pioneer Post author By admin Post date 3 November 2023 Categories In Career, Change Intelligence This article explores the intersection of the Elements.cloud’s Change Intelligence platform and IBM’s “State of Salesforce” report- a study that serves as the benchmark for Salesforce success. Together, we can offer a compelling roadmap for any organization aiming to elevate its Salesforce projects.
