Read more about Change Intelligence.
What actually happens when a case is updated? Most Salesforce teams can answer that question about individual components. Flows, Apex classes, validation rules: each has a summary, a dependency list, somewhere to look. What almost no one can answer is what happens across all of them, in sequence, when a real record changes. That gap…
We asked one question about a Salesforce Org. “How can we improve our Case management?” Elements.cloud mined every business and configuration process tied to the Case object. It generated and analyzed the data model. It checked adoption across every user. It identified and categorised every piece of tech debt. It mapped the full multi-level dependency…
Salesforce keeps your business running. It is the platform your teams depend on for revenue, operations, support, compliance, forecasting, customer experience, and everything in between. It is the system you cannot afford to have out of action. But here’s the catch: most Salesforce failures don’t come from big mistakes…but from small changes no one noticed.…
The rapid rise of AI agents is poised to redefine business productivity, from automating customer service to optimizing supply chains. For many organizations, however, this exciting future hits a wall of internal complexity, especially within their Salesforce environments. You simply can’t build a reliable, AI-driven enterprise on an undocumented foundation. The solution? An Operational Graph. What…
To announce our strategic partnership with Stretch Engage, we have invited Joachim Sundbø, Senior Salesforce Consultant, at Stretch Engage, to write a special guest article, for the Elements.cloud blog. Read on to see Joachim’s thoughts. Why better Salesforce documentation is the key to AI success As a Salesforce consultant, I tend to ask “Why?” quite…
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…
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,…
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.
This article explores the intersection of the Elements.cloud’s Change Intelligence platform and IBM’s “State of Salesforce” report- a study that serves as the benchmark for Salesforce success. Together, we can offer a compelling roadmap for any organization aiming to elevate its Salesforce projects.
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…
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…
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…
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,…
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…
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…
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…
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…
