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Need to get up to speed fast on what was built in your company's Salesforce instance? Join Salesforce MVP Amber Neill Boaz to learn how to find out what was implemented, deployed, and created when there is little to no documentation. This session is great for new admins starting with a company and experienced admins looking to update their documentation.
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Salesforce CSI:Uncover what was previously built
Amber Boaz
Consultant @ Wired Triangle
Salesforce.com MVP
@amber9904
Amber BoazConsultant @ Wired Triangle
Salesforce.com MVP
@amber9904
New job? New consulting gig? Volunteer?
On your first day you discover that a crime has happened…your predecessor has left no documentation!
Figure out what’s going on
Talk to the witnessesAnalyze the evidence
Interrogate the Witnesses
Witnesses leave a trail...
Analyze Business Processes
Setup → Customize→ Opportunities → Sales Processes
Setup → Customize → Cases → Support Processes
Analyze Fields
Setup → Customize→ Object Name → Fields
Setup → Create → Object Name → Fields
Field Trip → http://bit.ly/DF14-CSI-FieldTrip
Analyze Validation Rules
Setup → Customize→ Object Name → Validation Rules
Setup → Create → Object Name → Validation Rules
Analyze WFRs, Approvals, & Flows
Setup → Create → Workflows & Approvals → Workflow Rules
Setup → Create → Workflows & Approvals → Approval Processes
Setup → Create → Workflows & Approvals → Flows
Analyze Company Profile
Setup → Company Profile
Analyze Data & File Usage
Setup → Data Management → Storage Usage
Setup → Data Management → Storage Usage → Overall Top Files By Storage Utilization
Analyze Installed Packages
Setup → Build → Installed Packages
Analyze the Role Hierarchy
Setup → Manage Users → Roles
Analyze Setup Audit Trail
Setup → Security Controls → View Setup Audit Trail
Analyze Reports
● 3 great reports to runo Login Historyo API Usageo Report of Reports
Analyze Dashboards
Document the Findings
Q&A