Recap of TrailheaDX in CT. Slide of Group meet conducted on 26-Jul.
Blog - http://www.jitendrazaa.com/blog
More information available at -
https://www.meetup.com/Connecticut-Salesforce-Developer-User-Group/events/241570452/?comment_table_id=482174126&comment_table_name=event_comment#
7. Set up a Center of Excellence (COE)
Transparency is key
8. Know your Enterprise Ecosystem
Coordinate across platforms
• Learn about Salesforce identity features
• Utilize SSO
• Know all data integration points and flows
• Be ready to identify possible impacts when outside
system changes
• Maintain your own list of integrated fields with all
attributes
13. Sandbox is a key part of cloud building
• Copy of production on similar infrastructure
• Template for faster creation
• Change sets for easier deployment
• IDEs for faster deployment
20. Tying it all together for beginners
Recommendations for linking all the things
• Developer edition
• Sandboxes
• Change sets & ANT
• New packaging options
• Scratch Org & Environment hub & VCS
• Be aware of the new source-driven paradigm
21. #TDX17
Salesforce Admin : Existing Process Effects ?
Few to none
• Partner with your developers
• Learn their processes
• Maintain existing promotion policies
• What happens in early sandboxes does not affect
you
• Be an appropriate gatekeeper
22. Key Takeaways
You can do it !
1. Secure management / executive support
2. Familiarize yourself with your IT ecosystem,
Systems. People
3. Identify workstreams / projects and draw planned
flow to present to stakeholders
4. Scale down appropriately
23. Where do I get to learn more ?
Have you even
been paying
attention, people ?
Everyone knows what Org is ?
What Lifecycle is ?
What management is ?
Who went to TrailheaDX, experience ?
Why admin need empowering ?
Admins are unsung heros who take charge of org and enforces best practices.
Things admin needs to do.
Who has sabdboxes ? How many ? Build it, break it, learn in Sandboxes.
Don’t reinvent wheel , -
There was Appexchange project to support business hours and people using it, c’mon, we have built in business hours from salesforce.
Most of time customers say, What they want to do. Question should be why ? Example , checkbox on opportuniyty asking its type. In future, cant they have multiple LOB ?
Learn to say NO.
Let them know implications.
Secure safety.
Make them think, they are your mentor. Fine, even if they don’t know salesforce
Make your boss Rockstar
Either go, on and on for hour or make a process
Internal idea exchange, suggestion box
Brain stoirming is encouraged but there are som ebad idea and learn to say NO.
Mostly small companies say – I don’t need center of excellence.
Ok ok
But what about those account people who decides which features goes ? We need that.
Example – there is group only for Opp object. SO , any meeting you would be invited however at the same time if meeting is for case, you will not invited. Transparency Is key.
What is first thing customer would buy for ?
Sales cloud
And second - ? Service ? No.
Its platform feature.
Your job is not finished when feature deployed but its done when adoption is done.
Separation of responsibility
Chances are very low that admins will use scratch org
Healthcare, finance, education.. There are rules
People don’t supposed to know things
Developers needs to write a code but not see the data
Your lawyers would not enjoy if devs gets access
If CEO knows sandbox exists, they will try to login and mess. Don’t tell username, scramble it. CEO needs to see data, not supposed to change it.
All you pay, comes free of cost in Sandbox
Let dev have fun in dev en and dev sandbox. Left like is dev
But right is for admin, THE admin
How many have more than 1 admin ? You get hug, you get hug.
Please don’t use Appexchange packages to move between orgs. They install there stuff into salesforce, you loose control. Atleast I don’t like it.