Download - Salesforce CSI: Uncover What Was Previously Built

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Page 1: Salesforce CSI: Uncover What Was Previously Built

Salesforce CSI:Uncover what was previously built

Amber Boaz

Consultant @ Wired Triangle

Salesforce.com MVP

@amber9904

Page 2: Salesforce CSI: Uncover What Was Previously Built

Amber BoazConsultant @ Wired Triangle

Salesforce.com MVP

@amber9904

Page 3: Salesforce CSI: Uncover What Was Previously Built

New job? New consulting gig? Volunteer?

On your first day you discover that a crime has happened…your predecessor has left no documentation!

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Figure out what’s going on

Talk to the witnessesAnalyze the evidence

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Interrogate the Witnesses

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Witnesses leave a trail...

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Analyze Business Processes

Setup → Customize→ Opportunities → Sales Processes

Setup → Customize → Cases → Support Processes

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Analyze Fields

Setup → Customize→ Object Name → Fields

Setup → Create → Object Name → Fields

Field Trip → http://bit.ly/DF14-CSI-FieldTrip

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Analyze Validation Rules

Setup → Customize→ Object Name → Validation Rules

Setup → Create → Object Name → Validation Rules

Nick Hamm
broken lockhttp://th00.deviantart.net/fs70/300W/i/2011/121/7/e/broken_locks_by_fantasydreams46-d3fe2hp.jpg
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Analyze WFRs, Approvals, & Flows

Setup → Create → Workflows & Approvals → Workflow Rules

Setup → Create → Workflows & Approvals → Approval Processes

Setup → Create → Workflows & Approvals → Flows

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Analyze Company Profile

Setup → Company Profile

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Analyze Data & File Usage

Setup → Data Management → Storage Usage

Setup → Data Management → Storage Usage → Overall Top Files By Storage Utilization

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Analyze Installed Packages

Setup → Build → Installed Packages

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Analyze the Role Hierarchy

Setup → Manage Users → Roles

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Analyze Setup Audit Trail

Setup → Security Controls → View Setup Audit Trail

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Analyze Reports

● 3 great reports to runo Login Historyo API Usageo Report of Reports

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Analyze Dashboards

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Document the Findings

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Q&A

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