3 things to consider as you start building Salesforce Diagrams

At TrailheaDX, Salesforce launched a systems diagramming notation for Architects (Salesforce Diagrams). It is fantastic that Salesforce is investing in driving great documentation standards. Whilst not everyone enjoys documenting what we are about to build or what we have built, we all understand the value of walking into a well documented Org. “As Architects we…

Salesforce UPN for Business Analysts launched

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

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…

COE Round Table: Getting started

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…

COE Round Table: COE Leaders

Round Table: COE Leaders NOVEMBER 2020 Thinking like the Head of CoE. Heads of CoE and consultants debate the key aspects of a CoE. Elizabeth Southerland Senior Director Salesforce COE NBC Universal Media Lou Fox CTO / CCO Adrian King CTO / COO Jay Noble SVP Salesforce Practice Leader All those organizations are always changing…

COE Roundtable: COE for the CIO

Round table: COE for the CIO APRIL 2021 Salesforce is becoming strategic and is increasingly owned by the CIO. How do CIOs think a Salesforce Center of Excellence benefits them in the broader IT landscape? Matt Francis Global CTO Salesforce Mark Hill Global CIO Leo Minervini Global CIO Shannon Bates RVP Strategic Accounts It is…

Why sales and CPQ execution is critical to customer success.

TL;DR Product and price visibility on the company websites means customers are better informed when they walk in to make a major purchase. The transparent mismatch between the online price and final purchase price exposes sales tactics, kills trust and the deal.  Digital transformation changes the buying dynamic We have decided to convert a 4×4…

Develop in production: insane or inspired?

Accelerating implementation We all know the benefits of accelerating and streamlining the release cycle; the business is more agile and reduced development effort. But there are even greater benefits if you think about the entire implementation lifecycle, which includes improved analysis that engages the end users to discover what they really need, not what they…

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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