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THINKING AHEAD Salesforce, as ever, is thinking ahead of the game. Whilst everyone was trying to come to terms with shutdown, Salesforce created an excellent COVID-19 Response playbook to help leaders and managers understand how to transition through the stabilize, reopen and into the growth phases. In this recent SalesforceBen article I discussed the implications on organization […]

Why flowcharts are so 1980’s: Universal Process Notation

Flowcharts and swimlanes were the way that most analysts and consultants used to capture requirements and business processes. But this has changed over the last 5–10 years and now a there is a simpler and more engaging diagramming notation. It is proven in major highly regulated industries right down to innovative startups and small nonprofits. […]

Rachel Brozinick, 5X certified Salesforce Admin: Consequences of Technical Debt

Rachel Brozinick, Certified Salesforce Admin, talks about the consequences of technical debt, which is the biggest issue she sees for people not being able to make changes to and improve Orgs. She identifies lack of Org data dictionaries, lack of documentation, a “hurry up” mentality and lack of senior management support as exacerbating the problem.

8 reasons why XLS is pants capturing requirements

Your users often don’t know what they really want. They think they do and express their needs as Business Requirements. Your job as an analyst is to try and interpret them and understand what is really required. But first, you need a consistent way of capturing, managing and analyzing the requirements. The tools used by your […]

What every Org needs — a metadata dictionary

The Salesforce platform is very powerful, and as Spiderman was told: “with great power comes great responsibility”. With every Salesforce release and with all your customizations, your Org gets more powerful but also more complex. With everything else you need to do, documenting your changes is probably low on your priority list. But it shouldn’t […]

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