Salesforce UPN for Business Analysts launched Post author By Ian Gotts Post date 26 June 2021 Categories In Business Analysis, Documentation, Process Mapping At TrailheaDX, business process mapping notation for Business Analysis (Salesforce UPN) training. It also launched a systems diagramming notation for Architects (Salesforce Diagrams). This article explains UPN and when to use Diagrams vs UPN. “As Architects we know that diagrams are an important tool in our toolset. When we surveyed you, we heard loud and…
Drawing Salesforce Diagrams using Elements.cloud Post author By Ian Gotts Post date 25 June 2021 Categories In Architecture, Business Analysis, Documentation At TrailheaDX, Salesforce launched a systems diagramming notation for Architects (Salesforce Diagrams) and a business process mapping notation for Business Analysis (Salesforce UPN). This article explores Salesforce Diagrams and which standard to use when. “As Architects we know that diagrams are an important tool in our toolset. When we surveyed you, we heard loud and…
Record types are like glitter. But now you can get rid of them. Post author By Ian Gotts Post date 12 June 2021 Categories In Change Intelligence Once you have added a record type it is very, very difficult to get rid of it. They are like glitter. Those with small children and arts & crafts projects can relate to this. Why does glitter stick to everything? The answer: Static Electricity, Viscosity & Surface Tension. Back to the plot. Record Types work…
Vernon Keenan, Senior Industry Analyst at SalesforceDevops.net: The Devops Pyramid Post author By Ian Gotts Post date 10 June 2021 Categories In DevOps Vernon Keenan, Senior Industry Analyst at SalesforceDevops.net: The Devops Pyramid? Vernon Keenan, industry analyst and consultant, explains the need for layers of Devops and makes a case for paying rigorous attention to making changes to Salesforce Orgs. First, repositories for source code, then release management, developer platforms, pipeline orchestration, observability, the human element, application lifecycle management,…
Salesforce implementations vs car ownership Post author By Ian Gotts Post date 5 June 2021 Categories In Change Intelligence, Documentation, Impact Analysis, Implementation What Salesforce implementations can learn from the evolution of the car ownership When you try and sell a car, whether it is a $20,000 city car or a $200,000 luxury sports car, the car is more valuable if it has FSH (Full Service History). That is a record of every service, every smog check, every…
Can mentoring help you design your career path? Post author By Ian Gotts Post date 15 May 2021 Categories In Career This week’s Success Anywhere tour in Austin opened with an inspiring video and some staggering statistics: 4.2 million Salesforce Economy jobs by 2024 and there are currently 11m Trailblazers and 1,300 Trailblazer Groups across 90 countries. BTW We loved the surprise when they zoomed in on the laptop and the Elements sticker was right in…
Salesforce.org Partner Summit: 2 sessions by Elements Post author By Ian Gotts Post date 10 May 2021 Categories In Business Analysis We are presenting at the Salesforce.org Partner Summit 2021 Here are the 2 presentation decks and the resources DECKS 10 Lessons from analyzing 1 Billion metadata items Download deck 3 Golden Rules to deliver a better ROI Download deck RESOURCES Org Discovery Process bit.ly/orgdiscoveryBusiness Process Mapping course (Partner Learning Camp) bit.ly/BPMSF10 Lessons from analyzing 1…
Allen Lovett, SVP North American Sales Lucid: How can CRMs best deliver ROI? Post author By Ian Gotts Post date 6 May 2021 Categories In Article Allen Lovett, SVP North American Sales Lucid LLC: How can CRMs best deliver ROI? Part of the Elements Center of Excellence Roundtable, Ian Gotts (Elements CEO) and Allen Lovett (SVP North American Sales Lucid LLC) discuss how CRMs can best deliver ROI and efficiency, and deliver the right information to the right roles to enable…
COE Round Table: Getting started Post author By Ian Gotts Post date 6 May 2021 Categories In CoE, Webinar Round Table: COE Maturity Curve JUNE 2021 Launching a COE can seem daunting. But it is a sliding scale, not an on/off switch. The panel debates the priorities. Velu Palani Sr Director Salesforce Platform Strategic Enablement (PSE COE) Todd Stalter Director, Global Salesforce COE Ojay Malonzo SVP Strategic Accounts Brought to you by and INSIGHTS…