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