Salesforce CSI: Uncover What Was Previously Built
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Transcript of Salesforce CSI: Uncover What Was Previously Built
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