The Inherited Org Playbook: Strategies for Salesforce Success скачать в хорошем качестве

The Inherited Org Playbook: Strategies for Salesforce Success

Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions Salesforce Technical Architect, Jitin Chatlani, about inheriting a Salesforce org and key considerations admins need to heed.  Chapters: (00:00) Salesforce Simplified podcast focuses on inheriting a Salesforce org (01:00) Ad Victoriam is taking over an existing Salesforce org (03:31) Talk about some key areas where admins should focus on documenting first (06:46) Let's talk a little bit about technical debt in inherited orgs (09:24) Security is huge when inheriting a Salesforce org (13:06) Ask your client or customer how they want to segment their customers (14:00) Many inherited orgs run into multiple integrations that need assessment (17:29) Red flags include creating custom objects when you should be using standard ones (20:23) How do you balance necessary improvements with user adoption and satisfaction (22:49) Talk about your strategy for handling duplicate or abandoned automation (25:26) Data quality issues often come up when inheriting an org (29:38) Descriptions can really help when you inherit an old org Resources: How to Keep Your Salesforce Org Secure and Up-To-Date: https://tinyurl.com/bdhd9myv Set Up Your Salesforce Org for Integration with MuleSoft: https://tinyurl.com/2fvux5w3 Jitin Chatlani on LinkedIn:  https://tinyurl.com/bdpncha6