practical steps to documenting your org
TRANSCRIPT
PracticalstepstoDocumentingYourOrg
UNDOCUMENTEDORGISSCARY
DOCUMENTATIONLINKS
CONFIGANALYTICS
BUILDADOCUMENTATIONHUB
GDPRCOMPLIANCE
REQUIREMENTLINKS
PROCESSMAPLINKS
DATAMODELLINKS
COLLABORATION
3LIES:DOCUMENTINGYOURORG
1.Wedon’thavetime
2.We’reagile,thereisnopointdocumenting
3.Theconsultantswilldoit/Clientwon’tpayforit
BESTTIMETOSTART
WHENYOUARENEWADMININROLEWHENYOUSTARTWITHNEWCLIENTWHENYOUARESTARTINGAPROJECTWHENYOUHAVEFINISHEDPROJECT
i.e.NOW
AGILEBUSINESSANALYSISELEMENTS.CLOUD
AGILEDEVELOPMENTJIRA, SALESFORCE
FREE
FREEPRO
PRO
FREEPRO
PRO
FREEmiumEditors(PRO): $62/mViewers:freeNonProfit50%discount- $31/m
SALESFORCECONFIG
ApexClassesApexTriggersStandard&CustomObjects- ApprovalProcesses- Fields- PageLayouts- ProcessBuilderFlows- RecordTypes- ValidationRulesPermissionSetsReportsVisualForceComponentsVisualForcePages
ELEMENTSREFMODELnightlysync
CREATEREFMODELOFORGCONFIG
ELEMENTSREFMODEL
LINKAGES
DOCUMENTATIONLINKS
PROCESSMAPLINKS
SALESFORCECONFIGClassic&Lightning
DOCUMENTATIONAPPROACHPROCESSDRIVEN- Lookataprocess:“LeadtoOpportunity”,“QuotetoCash”,“OrdertoSupport”
- Drawahighlevelprocessdiagram- Gothroughstepbysteplookingat
- whatconfigisrequired- whatdocumentationisavailable
DOCUMENTATIONDRIVEN- Gothroughfolders&drives- Foreachitem,findsomewheretolinkto
WHICHISBEST? PROCESSDRIVENProcesslooksharderandsoundslikeitwilltakelonger- document&getagreementprocess- lookfordocumentationandattachitActuallyeasier- onlylinkdocumentationthatmatters,noteverything youcanfind- easiertobiteoffasmallerchunk:“LeadtoOpportunity”
LINK,LINK,LINK
WHATISDOCUMENTATION?
WHATTODOWITHIT
- Link/connect- Rationalizelater- TagRefModelitems”reviewed”“completed”
Setasideanhour– you’llbesurprisedwhatyoucanaccomplish
DocumentsScreenshotsPhotosofwhiteboardsProcessdiagrams/flowcharts
WebpagesHelppagesScreenmock-upsEmailstrings(savedasPDF)
ELEMENTSREFMODELNo.ofcustomobjectsNo.ofemailtemplatesNo.ofnamespacesNo.ofprofilesNo.ofreportsNo.ofvisualforce pages
No.offieldsbyrecordtypeNo.ofapprovalprocessesNo.ofcompactlayoutNo.ofcustomfieldsNo.ofpagelayoutsNo.ofprocessbuilderworkflowsNo.ofrecordtypesNo.ofvalidationrulesNo.ofworkflowrules
FieldtypeHelptextSalesforceAPInameGDPRcategorization
CONFIGANALYTICS
DOCUMENTATIONLINKS
NOTESANDLINKSTOSPECIFICSALESFORCESETUPPAGE&EXTERNALDOCUMENTATION
ELEMENTSREFMODEL
DOCUMENTATIONLINKS
REFMODELCOLLABORATIONELEMENTSREFMODEL
DOCUMENTATIONLINKS
ELEMENTSREQUIREMENTS
ELEMENTSREFMODEL
DOCUMENTATIONLINKS
ELEMENTSPROCESSMAP
ELEMENTSREFMODEL
DOCUMENTATIONLINKS
ELEMENTSDATAMODEL
ELEMENTSREFMODEL
DOCUMENTATIONLINKS
REQUIREMENTSTORELEASE
RequirementsProcessmap
Processmap(ERD)
RefModel(sync’dwithSFDC)
Weneedto…
OBJECT1 OBJECT2
STEP1 STEP2
CONFIGITEM
DOCUMENTATIONLINKS
CONFIGANALYTICS
ANSWERSTOTHE2CRITICALQUESTIONS
GDPRCOMPLIANCE
REQUIREMENTLINKS
PROCESSMAPLINKS
DATAMODELLINKS
COLLABORATION
DOCUMENTATIONLINKS
CONFIGANALYTICS
GDPRCOMPLIANCE
REQUIREMENTLINKS
PROCESSMAPLINKS
DATAMODELLINKS
COLLABORATION
Whenthebusinesschanges,whatneedstobeupdatedinSalesforce?
ANSWERSTOTHE2CRITICALQUESTIONS
DOCUMENTATIONLINKS
CONFIGANALYTICS
GDPRCOMPLIANCE
REQUIREMENTLINKS
PROCESSMAPLINKS
DATAMODELLINKS
COLLABORATION
Whenthebusinesschanges,whatneedstobeupdatedinSalesforce?
IfIchangeSalesforce,howisthebusinessgoingtobeaffected?
ANSWERSTOTHE2CRITICALQUESTIONS
GETSTARTEDTODAY
ZEROtoINSIGHT=15mins
1.Register,createaSpaceandupgradetoPro(14daytrial)2.InstallElements.cloudforSalesforcemanagedpackage3.Setupintegration4.CreateaRefModel5.Documentyourconfig6.Linktoprocesses
STEPBYSTEPVIDEOhttp://bit.do/documentorgINSTALL&CONFIGGUIDEhttp://bit.do/salesforceintegrationONLINEHELPhttps://support.elements.cloud
REGISTER https://Elements.cloud$730annually/Editor,Viewersfree