When you are assigned a new project, it is not easy to understand the use case for all.
How can you start looking at things you’ve built with clicks and not with code?
One way to get started is to use the Salesforce Optimizer.
This tool can recommend ways to improve some of the features in your Salesforce implementation. After you’ve looked at your Optimizer report, you can look more deeply into your org’s processes and declarative customizations.
So what should you look for?
You want to create a clear sense of how well organized your processes and declarative customizations have been to date. If you find that your org isn’t as organized as you’d like, that’s OK. Now is the time to identify places where your team can work to increase quality and develop some standards that can help you build a healthier org moving forward. You may also identify projects that you want to tackle first, to clean up pieces of your org.
How can you start looking at things you’ve built with clicks and not with code?
One way to get started is to use the Salesforce Optimizer.
This tool can recommend ways to improve some of the features in your Salesforce implementation. After you’ve looked at your Optimizer report, you can look more deeply into your org’s processes and declarative customizations.
So what should you look for?
Type of Customization | What to look for | Questions to ask |
Process Builder | 1.Object-related patterns 2. Active/inactive versions 3. Process logic | How many processes exist per object? Are processes clearly named? How many inactive versions exist per process? Do decision nodes have clear logic? Are commonly used actions grouped into invocable processes? |
Workflow Rules | 1. Object-related patterns 2. Active/inactive rules 3. Action logic | How many workflow rules do objects have? Are some objects busier? Are rules clearly named, with descriptions? How many active and inactive rules exist on objects? What kinds of actions do rules execute? Do rules carry out any cross-object field updates? |
Flow/Visual Flow | 1. Naming conventions 2. Object-related patterns 3. Active/inactive versions 4. Flow logic 5. Flow screens | Do flows use prefixes or similar names to create groups? Do flows have names clearly related to functionality? Do flows have clear, up-to-date descriptions? What object(s) does a flow interact with? What is the relationship between inactive flows or flow versions and active flows? Do flows put common functionality into subflows, invocable actions or quick actions? If flows have screens, are they based on Lightning components? Do screens depend on certain objects and fields? |
Objects and Fields | 1. Naming conventions 2. Record types 3. Page layouts 4. Permissions 5. Action overrides | Were custom objects created that duplicate standard object behavior? Do multiple business units use the same objects or fields? Are business logic and validations differentiated by record types? Do objects and fields have clear, up-to-date descriptions? |
This comment has been removed by the author.
ReplyDeleteThanks for the feedback :)
ReplyDeleteThanks Emma Taylor for the feedback, We are glad that our blog is helpful to you.
ReplyDeleteHi, what a great web blog. I usually spend hours on the net reading blogs on various subjects. And, I really would like to praise you for writing such a fabulous article
ReplyDeleteautomatic screw locking machine
Thanks for your valuable feedback..Appreciate it
DeleteThanks for your valuable feedback..Appreciate it
ReplyDeletevaluable one.keeping sharing more articles
ReplyDeleteFull Stack Training in Chennai | Certification | Online Training Course | Full Stack Training in Bangalore | Certification | Online Training Course | Full Stack Training in Hyderabad | Certification | Online Training Course | Full Stack Training in Pune | Certification | Online Training Course | Full Stack Training | Certification | Full Stack Online Training Course
@dhinesh Thanks for your valuable feedback! Please feel free to subscribe our you tube channel covering different Salesforce topics if you haven't yet - https://www.youtube.com/c/sfdconestop
ReplyDelete