Your Salesforce toolbelt – Practical recommendations to keep your Org healthy – the easy way.

The challenges involved in keeping a healthy, performant and scalable Org are many and come in different shapes and sizes. Clearly these increase with the complexity of the customisations performed on your Orgs, but even if you are sticking to the Out of the Box processes as much as possible, and keeping your APEX codebase to the minimum, it is still possible to find yourself in a situation in which issues show up in your productive Org.

The role which you as a Salesforce professional will be required to play in addressing these challenges depends on a number of factors. Perhaps the most important one is not technical, but organisational. You may be part of a large Salesforce implementation team in which each role is clearly delineated and performed by one person or a whole team. Or you may find yourself as the single individual at the helm of your company’s Salesforce implementation, wearing a number of different hats (developer, admin, support) throughout your working day. Whichever is the case, this session will provide you with useful insights on how to address the key challenges which appear in the different stages of the Software Development Lifecycle for Salesforce. Then, depending on your particular situation, you will be able to pick and choose which techniques to employ to ensure a positive impact on your Org health.

For Technical Leads and Salesforce developers, a key concern is to ensure that good quality code is delivered seamlessly, with no defects making it to the Production Org, and to define an implement robust Continuous Integration and DevOps pipelines. This is a space where there are a number of proven tools and techniques which should be considered mandatory for any organisation which is generating even a single custom APEX class or Trigger.

Salesforce architects are typically concerned with defining customisation and configuration guidelines, coding standards, and designing the overall technical structure of any customisation which is required in the Org. Therefore, the need to be able to identify and correct issues related to the deviation from such guidelines such as an excessive Org customisation or deviation from the Out of the Box standard. Data quality is also a key concern, which means being able to detect whether the platform’s capabilities to ensure data quality and a unified and consistent visualisation of enterprise data are being correctly leveraged.

Salesforce administrators, working with either high-customisation / complexity Orgs, or with Orgs in which little development is done, usually spend much of their time performing analysis tasks on the configuration and customisation of their Orgs, making changes as requested by the business users, and (unfortunately) troubleshooting and reacting to issues in their production Orgs.

For Salesforce platform owners, the main concern is to ensure that the return on their investment in the Salesforce platform is fully realised. Therefore, they are keenly interested in the availability of key performance indicators related to user adoption of the platform, resource utilisation, and forward-looking capacity planning data which will assist them in making budgeting and resource allocation decisions.

The session will review tools and best practices which can be used to ensure that all these issues can be addressed.

General Trailblazers
Location: Astro's Room Date: 14/06/2019 Time: 10:40 - 11:20 Ignacio Sales