Matt Blocha, Salesforce Consultant: 13 Best Practices for an Outstanding Org
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Matt Blocha, Salesforce Consultant and trainer, shares his vast experience of Salesforce implementations and consulting projects to recommend a range of best practices for creating your own outstanding org.
Best practices:
- Documentation and config knowledge
- Have well-qualified Admin/Org owner/Architect
- Have a center of excellence
- Have a steering committee for implementations
- Ensure leadership buy-in
- Delete things in Org that are unused
- Do great training
- Exploit the platform as much as possible. Put everything you can into Salesforce
- Have consistent naming conventions
- Use all possible Salesforce tools
- Utilize a sandbox
- Use expert consultants
- Do great testing
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