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…
