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…
Introduction Salesforce is the most powerful customizable business application on the planet. Because it offers rich, declarative and easy to use ways to change the Org configuration, it serves as a hub for business innovation. However, that power also introduces complexity. The more the Salesforce Org is configured, the more automations and innovations are built…
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,…
We’re delighted to share our blog with Andrew Russo, for this extra-special, guest feature post. Read on to hear Andrew’s thoughts on managing Salesforce tech debt. IMPACT, the Change Intelligence Summit, kicked off last December, offering perspective into overcoming challenges in complexity, technical debt, and documentation within Salesforce. Among these sessions was ‘Strategies for Driving…
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…
