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…
In this blog, we’ll uncover the top 10 mistakes many users make in Salesforce org management and, more importantly, provide you with actionable insights on how to sidestep these pitfalls. Remember, good Salesforce org management contributes to a Centre of Excellence (CoE): best practices, innovation and informed decision-making.
Metadata is the key that drives the customization, functionality, and efficiency of your Salesforce org. Understanding the importance of Salesforce metadata is crucial to unlocking the full potential of the platform, ensuring that you maintain best practices and consistently deliver results that align with your organization’s goals.
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…
