Agents don’t care about your roadmap, your brand deck, or the three years you spent perfecting your onboarding flow. They care about one thing: getting the job done. Give an agent a goal, and it will use whatever agents, skills, and tools get there fastest – hacks, shortcuts, backdoors, whatever’s available. It behaves less like…
Why metadata and process context are the missing link between agent intent and agent action, and why Elements.cloud is the only tool built to bridge that gap. Agents are Brilliant Goldfish AI agents are extraordinarily capable. They reason, synthesise, take action, and work at a speed and scale no human team can match. But they…
Context Engineering explained In my previous blog, I explored the concept of Context Engineering and how it is making AI Agents more reliable and, therefore, able to perform complex tasks. With Context Engineering curating the right level of contextual information for AI Agents based on an end-to-end process, we can see how we can make…
Why is it that your existing employees initially outperform the new rockstar that you’ve just hired? And why do you have a period of onboarding before a new hire gets up to speed? Institutional knowledge. The new rockstar knows how to do the job. That’s why you hired them. But they need time to understand…
Specifications Specifications are THE key asset. It is the natural progression as coding languages have evolved, as this image shows: When you write code, you don’t fix the assembler that the compiler creates. You rely on the code and fix that. Code is the asset. When you drag-and-drop a Flow, you don’t check the XML…
Deploying agents at scale requires a proven, repeatable approach with a strong level of governance. This includes version control of agent metadata and underlying action metadata, setting review cycles based on risk, and continuously monitoring agent performance. With the foundations in place, organizations can confidently navigate the three key phases of the AI agent lifecycle.…
By Ian Gotts, Founder, Elements.cloud The world around us is changing faster than ever. The way businesses buy, build, and manage software continues to evolve, and Elements.cloud is changing to stay ahead of these trends. We believe the path to success is product-led, making our product more accessible to all Salesforce professionals. And we’re turning…
How jobs get delivered is changing The rise of AI has ushered in a new era for businesses, providing the opportunity to fundamentally transform operations and creating opportunities for innovation. This shift emphasizes a new conception of AI as ‘digital labor’, where organizations redesign processes to leverage AI’s strengths as a pseudo-employee rather than a…
What’s the problem? Implementing AI agents can seem daunting and organizations struggle to understand the best use cases. The challenge is picking a use case that has a strong ROI and can make an impact. But it also needs to contribute to an overall end-to-end process. There is no point implementing an agent in one…
Salesforce is putting its future on AI Agents, and the ecosystem is feeling the disruption. While it might be tempting to dismiss this new technology as not yet ready, doing so would be a big mistake. Agents are here to stay, and understanding how to build them reliably is key to success. So, how do…
Introduction For over 25 years, we’ve been championing the battle of rigorous analysis, business process mapping, metadata management, and documentation. While a small number of customers shared our vision, we were largely ignored, left shouting our warnings into the void. Most saw documentation as a low priority, building complex Salesforce Orgs that became “black boxes”…
The rise of AI agents is more than just a technological advancement; it’s a fundamental shift in how businesses can operate, and for the first time, scale is no longer an inherent defense. Startups, with their agility and a fresh “agentic-first” perspective, are uniquely positioned to disrupt established incumbents. By designing their core business processes…
The rise of AI has brought with it a wave of excitement and, for many, a degree of uncertainty. For Salesforce Admins, the question isn’t if AI will impact their roles, but how they can leverage it effectively. Building reliable AI Agents is a game-changer, offering the potential for monumental gains in productivity and customer…
TL;DR In this recent webinar, Vala Afshar, Chief Digital Evangelist at Salesforce, emphasizes the crucial role of a unified AI agent strategy in achieving an autonomous enterprise. “The superpowers of AI and autonomous business will elude you unless you can map your process in real-time. Identify where you need to have AI agents implemented, and…
Introduction The world of intelligent agents is rapidly transforming how businesses operate, promising a future of enhanced efficiency and personalized interactions. We’re currently in an exciting, yet exploratory phase. While most implementations are standalone or simple, single-topic agents, and agent-to-agent communication (like standards such as MCP and A2A) are just emerging, the industry is still…
Data, Process, and the Future of AI Rebecca Wettman and Patrick from “The Crunch” recently sat down with Ian Gotts, CEO and Founder of Elements.cloud, to discuss the critical intersection of data, process, and AI in today’s rapidly evolving business landscape. While AI and data have dominated recent tech conversations, Ian emphasized a less-discussed, yet…
The rise of UPN Universal Process Notation (UPN) is an established approach to business process mapping that emphasizes clarity and simplicity. UPN diagrams are process diagrams designed to be easily understood by individuals at all levels within an organization, from entry-level employees to top-level management. This is achieved by utilizing a set of standardized symbols…
April 2025, Tokyo, Japan Elements.cloud, the Change Intelligence platform that enables enterprise teams to accelerate and govern change on Salesforce, has officially launched in Japan through a strategic partnership with TerraSky. This collaboration marks Elements.cloud’s formal entry into the Japanese market. Focusing on Japan’s Growing Salesforce Economy Japan’s Salesforce economy is one of the fastest-growing…
Quick Summary Salesforce customers often build complex, opaque systems – “black boxes”. Lacking clear documentation, they hinder project delivery, block reliable AI Agent deployment, and often mean that critical information is at risk of being lost if certain staff leave the business. A lack of value for Salesforce is a concern for senior management, who…
Step 1 – data governance not data cleanup Salesforce’s report “The One Factor That Defines AI Agent Success” cites data as the key issue. AI is only as good as the data you feed it. Bad data is their junk food. Nourish them with clean, complete, connected data. In this new era of AI and…
In the rush towards an agentic world, those who are excited about the potential seem to see everything as an agent. Some of our earliest use cases didn’t need to be, but we wanted to build them just to get the experience of creating an agent. For example: employee booking their PTO. It was a…
We’ve built AI agents but a lack of transparency into what they are doing, governance of their changes, and confidence in their results is preventing users deploying them. In a word: trust. TL;DR What if you could already deliver transparency, confidence, and trust in building agents today? How many more deployments could be achieved? How…
Headline sponsor The 2-day Salesforce TDX conference is the major user conference aimed at the practitioners. This year the focus was Agentforce with over 3,000 attendees. Whilst significantly larger, Salesforce Dreamforce in September is more of a marketing event where all the different cloud announcements are made and it is far more difficult to make…
Process Mining vs Process Configuration Mining: What’s the difference? Process mining has been a valuable approach to surfacing opportunities to streamline. It’s been based on tracking user’s screen activity. But, by taking a different approach – how the systems have been configured – there are even more valuable insights. What is Process Mining Process Mining…
As more of the workforce becomes digital labor, who is going to manage it? Jensen Huang – CEO of Nvidia – suggested that as agents were technology, then IT should manage them. Firstly what do we mean by manage? If we draw the parallel between agents as digital labor and humans then it makes it…
Extreme ideation and AI prototyping. AI is changing the game. Fast. ? Got an idea? Talking about it isn’t enough. Build it. Test it. Improve it—at lightning speed.
Tech debt is holding you back (and we brought receipts) Tech debt is a significant challenge facing many organizations, and the evidence is clear. Organizations often build up so many custom objects, fields, and workflows that managing them becomes almost impossible. As time passes, the complexity increases, and changes become more costly and risky. A…
The future of work is here, and it’s digital. With the rapid evolution of artificial intelligence, businesses are on the cusp of a revolutionary transformation—one driven by AI-powered “digital labor.” This new era introduces AI agents capable of performing tasks once limited to human agents or employees, offering unprecedented scalability, efficiency, and reach. As Salesforce…
What is Data Cloud? Salesforce Data Cloud aggregates customer data from external data sources and siloed applications, providing a 360-degree view of the customer – a vision promised for the last 30 years. This Customer Data Platform enables data-driven insights and actions directly within the Salesforce core platform, using clicks, not code. Although this added…
The wrong debate There is a lot of discussion about whether Agentforce’s cost of $2 per conversation is too expensive. It seems to be a sticking point that people can’t get beyond. It’s being cited as the reason that agents don’t or won’t work. $2 is not an issue. It shouldn’t be the focus. We…
What is Data Cloud Salesforce Data Cloud aggregates customer data from external sources, serving as a dynamic platform and Customer Data Platform. It provides a 360-degree view of customer relationships, fulfilling a promise pursued for the last 30 years. This unified customer profile enables actionable insights and data-driven decision-making directly within the Salesforce core platform…
We’re not a huge company, with less than 250 users, but we leverage Salesforce Data Cloud alongside Sales and Service Cloud. Additionally, we rely on multiple systems that store core customer data: marketing, training academy, support, finance, and Elements.cloud usage. We’ve implemented Data Cloud to create a unified customer profile and obtain a 360-degree view…
The integration of Artificial Intelligence (AI) into the Salesforce platform is reshaping how businesses operate, offering new opportunities for automation, efficiency, and personalized customer experiences. At the heart of this transformation is Salesforce Agentforce, an AI-powered platform that enables agents to reason, plan, and execute complex tasks autonomously. These agents go beyond traditional chatbots to…
Impact of technical debt Forrester came up with the concept of the “Salesforce @scale dilemma”. Now this was back in 2017. I suggest it’s not got any better. It’s this idea that actually the more you use Salesforce, the more the users need, the more you configure it, the more you add, the more difficult it…
This was a short post in Forbes that we have built on and expanded on the points raised in the post. That post looked at the potential of AI Agents and the impact on the workforce, but then it discussed what it takes to build an Agent. AI’s false promise The advances in AI models,…
Note: In this article, a “permission” will refer to the specific access granted to an object, field, or other metadata, for example, “read” or “edit”. A “permission controller” is a Profile, Permission Set, or Permission Set Group that does the actual granting of permissions. Current practice is to grant user access to metadata and data…
These are the bulletpointed notes from the keynote at LifeSciences Dreamin 2024. 1. Bad Data is Junk Food for AI AI models rely on clean, well-structured data to perform effectively. Feeding an AI poor-quality data is like giving it junk food—it leads to weak or inaccurate outcomes. This analogy underscores the importance of data quality…
71% of company applications are disconnected – Parker Harris, Co-Founder Salesforce Customer360 The promise of a customer data cloud—Customer360—has always been the north star for Salesforce. For most organizations, customer data is siloed in multiple systems, not just Salesforce, and it is often codified in different formats. Salesforce Data Cloud provides a single view of…
In this webinar, the panel of BA rockstars discussed the profile of business analysis in the Salesforce ecosystem, its importance, whether it is a skill or a role, the soft and technical skills, and how to harness AI. Below is Video Deck and resources Here is the deck to download Audio Transcript and AI analysis…
Understanding the core of Salesforce architecture Over 25 years ago, Salesforce.com changed the industry for business software applications, releasing a platform that could be used out-of-the-box and with no IT skills required to start up and use. Using a secure multi-tenanted platform built on tried-and-tested technology, with a unique flexibility for customizations without code exposed…
You may not follow or care about the America Cup. There was a BIG accident. But stick with me…… Lots to learn wrt Metadata Management, Data Cloud, and Center of Excellence. What happened The Kiwi boat’s crane failed when they were lifting the boat out of the water and it dropped 20 feet onto its…
Everybody loves Formula 1 None more than Salesforce with their sponsorship and customer stories about how Formula 1 is transforming the way they engage with their fans using data. Formula 1 is a Data Cloud success story. The numbers speak for themselves: Data Cloud enables Formula 1 to connect fan data across properties in real…
This was the presentation at Mile High Dreamin’. Below is the “quick and dirty” video from an iPhone with rough edits. There will be an official video that the organizers recorded and it will be uploaded to the MHD YouTube channel in the future. Here is a link to the deck Here is the transcript…
Dreamforce is less than 30 days away. So Salesforce and partners like Elements.cloud are working hard to make it a valuable experience. So to help you plan, we’ve produced some great content based on over 15 years of attending Dreamforce and living in San Francisco. Insiders Guide to DF24 This includes what to expect, 20…
3 myths busted, 3 realities exposed We’re not a huge company. We have less than 250 users. We have Salesforce Sales and Service Cloud. But we also have a large number of other systems that have core customer data: marketing, training academy, support, finance, and Elements.cloud usage. We’ve implemented Data Cloud to get a consolidated…
Bosch is multinational engineering and technology company founded by Robert Bosch in Stuttgart in 1886. It is best known for its automotive parts, refrigerators, and power tools with nearly $100 billion in revenue. It has embarked on a significant shift from a product-centric to a software-centric enterprise to respond to changing markets. The Mobility division,…
There are flurry of blogs helping newbies and returning offenders survive and thrive at Dreamforce, and every blog says you should network and make connections. And you should. But how? It’s scary. Striking up a conversation with a total stranger can be difficult and awkward. You summon up the courage to start a conversation and…
What is IMPACT? The IMPACT events started with a virtual Summit and then a series of in-person events in Europe and North America. There are some common themes from the events that encapsulate the state of the Salesforce ecosystem. The power of aggregation The events enable professionals from around the ecosystem to come together to…
Zen Passenger to Distressed Passenger Yesterday I was officially a “Distressed Passenger”. Their title, not mine. I’m a very Zen passenger. Provided that I have the same number of take-offs as landings, then I’m happy. I understand the logistics of running an airline are complex. So I’m also calm when things don’t quite work. And being…
We’re all different It is very easy to design webpages or applications and only consider how you see the screens. How often do you watch someone else who is new to the screen approach it in the “wrong way,” i.e. not how you intended it to be used when you built it? And that is before…
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…
Technical debt has a real cost Technical debt kills the application’s agility making it slower and more expensive to make changes. It can even hit performance and open up security flaws. Often the true cost of this technical debt is hidden and is not immediately apparent to the business users. Tech debt is often described…
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…
The power of UPN Universal Process Notation is the Salesforce recommended business process mapping standard. There are Trailhead badges and it is part of the BA Certification. UPN has proven to engage stakeholders at every level across the organization because it is easy to understand. But don’t be fooled by the simplicity. It can convey…
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…
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…
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…
Salesforce needs/reads your descriptions With the launch of Einstein1 and its powerful AI capabilities, there is suddenly a more pressing reason for filling out metadata descriptions. Einstein1 Copilot uses descriptions for the core platform and Data Cloud metadata so that it can perform its magic. In the compelling demos at TDX and World Tours, you…
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…
Data Cloud is the future Data Cloud, now integrated into the Salesforce Platform as Einstein 1, represents the future of data management and analytics. Its power lies in its ability to seamlessly connect disparate data sources, harmonize the data, and make it accessible within the core platform. Whether data is copied into Data Cloud or…
What is a Salesforce Center of Excellence? A COE is not a team of people who sit centrally and support Salesforce. It is a set of core principles – a management framework – that coordinates the implementation of Salesforce. Based on the size of the implementation team, and the complexity of Salesforce (one or multiple…
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,…
The Elements.cloud Certification is designed not only for consultants but for all Salesforce professionals seeking to deepen their expertise and gain practical application skills using Elements, to accelerate the time to value for Salesforce projects. The certification program covers essential topics like process mapping, requirements gathering, and impact analysis, structured across three progressive levels to…
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…
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…
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…
In Higher Education (HigherEd), where Salesforce implementations can be particularly complex due to the diverse needs of stakeholders, a Center of Excellence (COE) is no longer a luxury but a necessity. We are seeing a number of HigherEd organizations benefiting from the governance, standardization, and productivity gains that a COE brings. However, there is a…
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…
Imagine you had a fleeting chance to interact with someone you deeply admire, whether that’s a renowned business leader like Marc Benioff, a music icon like Taylor Swift, a celebrated actor like Ryan Reynolds, or any other influential personality. The secret to truly benefiting from such a rare moment lies in posing the right questions.…
If the historic rate of digital transformation failure continues, it would manifest as $2.4 trillion in waste, by 2025. The solution to this issue, is a new category: Change Intelligence.
We all know that documentation is essential. But so often, it gets missed in the rush to release. The issue is that the risks are more significant the next time you come to make changes. Agility needs to be recovered, and the value of Salesforce with it.
Scary monsters Halloween is the one day in the year when LinkedIn is filled with scary stories of ghosts and ghouls. But those managing Salesforce face even scarier things every single day. Many they know about that keep them awake at night – like the super-complex flow that is mission critical, or the opportunity object…
Salesforce was quick, easy and safe. But, had a narrow focus. Now it is strategic, powerful and flexible. But, it needs a complete team, with the skills and tools to exploit the full performance, since everyone depends on it. Salesforce was “Taylor Swift playing a gig at the Nashville Rubber Duck Race”. It is now “Taylor Swift, the international superstar with a film made about her: the ‘Eras Tour.’
Written and process mapped by Ian Gotts So many of you loved the Ryan Reynolds process mapping video. It is fun and educational. And now with AI, great process mapping is even more important. It can save you hours of work because user stories can be generated automatically straight from process maps. The user stories…
Written by Ian Gotts AI powers your Salesforce Org Salesforce has announced the release of the first of the AI apps that help you achieve better results with your customer data. They aim to improve various aspects, like crafting more effective sales emails, providing better responses to service inquiries, and creating more engaging marketing campaigns.…
Written by Ian Gotts AI is reading your descriptions Descriptions are rarely filled out when metadata is created, even though we know it makes sense. You cannot edit the descriptions for many standard metadata items, and some metadata items do not have description fields. More on that later. Filling out descriptions is a gift to…
image copyright: Salesforce Salesforce’s AI vision is compelling. It is not a recent knee-jerk reaction to ChatGPT. Their journey started back in 2016, when Einstein launched. ChatGPT has simply captured people’s imagination and made AI real for everyone. But as we all know GPT is far more than ChatGPT. AI is way bigger than that,…
Written by Ian Gotts Wikipedia: a concept in software development that reflects the implied cost of additional rework caused by choosing an easy (limited) solution now instead of using a better approach that would take longer. As with monetary debt, if technical debt is not repaid, it can accumulate ‘interest’, making it harder to implement…
Written by Ian Gotts 91% of successful Salesforce customers have a Center of Excellence (COE). It is the key to optimizing your use of the Salesforce platform, unifying your processes, and driving success. With its power to maximize value, a COE has become a critical strategy for organizations looking to take their Salesforce management to…
Written by Ian Gotts Back in May 2017, 3 Forrester analysts, John R Rymer, Liz Herbert and Kate Leggett authored the research paper, Five ways to cut the risk of Salesforce. In that report they identified something they called “Salesforce@scale dilemma”. The issues they identified are just as bad, if not worse today. First, let’s…
Written by Ian Gotts Salesforce is an investment. That means it is expensive if you don’t get a great ROI. But there is no reason why it cannot “knock it out of the park” – if your teams follow these 3 golden rules. Each of them has some ideas of the ROI possible from adopting…
At GPTDreamin, I presented a really clever marketing video by VirginVoyages https://lnkd.in/gCaG3HRP featuring Jennifer Lopez (or an avatar of her) being controlled by the Virgin Voyages marketing team. It’s had over a million streams so it clearly worked. And if the audience didn’t understand what is possible with AI, the whole premise of the video is lost. So…
TDX Session Reducing Technical Debt Blog Reducing Technical Debt Elements Architect Diagrams Elements has launched a diagram editor for Architecture and Flow Diagrams. If you are a Salesforce CTA you get a free consulting licensex #expertsreact #expertsreact BLOG Reducing Technical Debt Elements Architect Diagrams Elements has launched a diagram editor for Architecture and Flow Diagrams.…
Any change, no matter how small – has inherent risk. In the worst case the change breaks the org and business users cannot get their job done which erodes their trust in the Salesforce development team. Or maybe even worse is the change does not break the org, but there wasn’t enough detailed analysis done,…
There are some fantastic resources to help you build Flows. To help you master the capabilities. To understand when to use certain features based on use case. This article is not another one of those. It is designed to take a higher level perspective to make sure you are building the right flows, in the…
Over the coming weeks we are going to explore each of the 13 pillars of a Center of Excellence (COE). In this article we are going to look at the 4th: Change Control. In each article for each pillar we will set out the scope, look at what success looks like and explore the tools…
By the early 1900s, hospitals around the first world were routinely using x-ray technology. In the beginning, doctors were the ones who used x-rays as a diagnostic devices. Before x-ray machines were invented, broken bones, tumors, and the location of bullets were all diagnosed by physical examination and a doctor’s best guess. Patients paid the…
Over the coming weeks we are going to explore each of the 13 pillars of a Center of Excellence (COE). In this article we are going to look at the 3rd pillar: Governance. In each article, for each pillar we will set out the scope, look at what success looks like and explore the tools…
In this article, we are going to look at the 2nd pillar: Leadership. In each article for each pillar, we will set out the scope, look at what success looks like and explore the tools and techniques you need to master.
In this article, we are going to look at the 1st pillar: Vision. In each article for each pillar, we will set out the scope, look at what success looks like and explore the tools and techniques you need to master.
In the first blog in this Change Intelligence series, we gave an overview and 5 ideas for “doing more with less”. Each of these 5 ideas can give both short-term and long-term gains. They were: Build the right thing; Spend more time on upfront business analysis, so you are building what users need. It will…
Every week for the next 13 weeks we will post a blog that will help you establish a Center of Excellence. Each week will cover one of the 13 pillars of a Center of Excellence (COE). But before we get started this post will look at the scope of a COE, the benefits, what size…
Salesforce is a powerful platform that can help organizations increase their ROI, speed up the pace of change, and improve user adoption. However, in today’s business environment, many organizations are facing cutbacks – staff layoffs, budget cuts, and freezes on hires. Even as organizations face cutbacks, many are still looking to do more with Salesforce. They…
The power of Salesforce lies in the ability to customize an org, much of which can be done quickly, by an admin or consultant using declarative (point-and-click) configuration. What this boils down to is this: adding and modifying metadata is easy to do, but get it wrong and face serious consequences. Deleting metadata is an…
Salesforce is not an island. Elements multi-cloud dependencies. The need for enterprise-wide, not just Salesforce, change intelligence is becoming obvious. Change intelligence is the aggregation of all documentation that supports the implementation change cycle for apps and processes. It allows collaboration across different stakeholders and enables them to make risk-based decisions when making changes. There are…
A lot has been written in blogs about how to build Flows and exploit the capabilities. There have also been articles on how to migrate to Flow that are teaching you how to build great flows. i.e. how to cut down trees. This article is about how you analyze, plan and prioritize your Flow migrations.…
It all starts with Org Discovery. You walk into a company and there is little or no overall understanding of the configuration of Salesforce. You have no idea of the scale or complexity of the org. Where the org is hitting limits. Where the technical debt is highest. What changes will have the highest risk. …
You wouldn’t spend $5,000 on a used car without checking CarFax and going through all the history. As CarFax says. “A car’s history affects its value”. So why are you risking thousands of dollars when changing Salesforce by not assembling the complete picture of the Configuration Knowledge. Derisking the car buying process Buying a car…
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…
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…
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…
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…
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…
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…
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…
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…
