Sending the Salesforce elevator back down Post author By Ian Gotts Post date 7 July 2024 Categories In Career, Community Send the elevator back down The talent gap is widening and everyone in the ecosystem has a responsibility to share their knowledge to help those coming up behind them. There is the famous quote from Edith Piaf, “When you’ve reached the top, send the elevator back down for the others”. It has been repeated and amplified…
US Independence: was it a good idea? Post author By Ian Gotts Post date 3 July 2024 Categories In Career, Community I definitely have a foot in the US and UK. I’m a dual citizen. I’m CEO of a global company with operations in the UK and US. I play bass in a dance cover band which has both British and American musicians so we play songs by US and UK artists; but only the songs that…
Deleting a Managed Package Post author By Ian Gotts Post date 11 June 2024 Categories In AI/GPT, Metadata management, Technical Debt Often a Managed Package (MP) gets installed in an org for testing or trialing, but then it is never uninstalled. And MP is installed directly into Production. If the MP is not used, the longer it stays in the org, the more chance that some of that metadata gets used in error, and the more…
AI can evaluate process diagrams Post author By Ian Gotts Post date 7 June 2024 Categories In AI/GPT Overview There are some well-established standards or guidelines to help improve the readability, clarity, and understanding of the mapped business processes. These standards can be applied to any process mapping notation: UPN, flowcharts, BPMN, UML, flowcharting, SIPOC etc etc. There are huge benefits to following these standards. You can get AI to apply this evaluation…
Using AI to analyze field complexity Post author By Ian Gotts Post date 31 May 2024 Categories In AI/GPT, Impact Analysis, Metadata management If you need to delete some fields in an object because you’ve hit limits, where do you start? Which are the easiest targets? Easiest means – no data, no dependencies. And even if you had a list of fields with no data and no dependencies, you can’t just delete them. There are at least 5…
Metadata descriptions. Can AI write them for you? Post author By Ian Gotts Post date 17 May 2024 Categories In AI/GPT, Documentation, Metadata management TL;DR – No The future is metadata Documenting your org and metadata changes is valuable: process maps, architecture diagrams, ERD, and metadata descriptions. But it is only valuable the next time that you go back to that metadata item to make a change. It is “delayed gratification” or as Kristi Campbell MVP put it “it’s…
Handing Off Salesforce Projects from Business to DevOps Post author By Ian Gotts Post date 23 February 2024 Categories In Business Analysis, DevOps, Impact Analysis, Implementation Overview The goal of every change project is adoption. The change could be minor; updating a discrete business process driven by feedback; addressing poor adoption; or eliminating waste. But the changes could also be a strategic, top-down digital transformation: the application of AI, the merging of two orgs; or the implementation of a new Salesforce…
Music and UPN in harmony. Love is the common thread. Post author By Ian Gotts Post date 14 February 2024 Categories In AI/GPT, Process Mapping Harmonizing Love Stories and UPN: The Symphony of Process and Emotion In the intricate dance of conveying emotions and tales of the heart, music and the Universal Process Notation (UPN) share a fascinating parallel. Just as music employs melodies and lyrics to tell love stories, UPN uses a balance of process steps and descriptive text…
Best practices for auto-generation of UPN diagrams Post author By Ian Gotts Post date 2 February 2024 Categories In AI/GPT, Business Analysis, Process Mapping GPT can now draw process diagrams We all know that business analysis is important. Salesforce invested a huge amount of time and effort to create the hugely popular BA Certification. Failing to do sufficient business analysis means we often start building before it’s clear that we understand the business requirements of the users. This wastes…
