Written By Vibha R

Automation Tip

When checking if a field is equal to some value in a related object in automation tool, we first need to check if the value is Blank. Or else the automation will throw an error.

For Example: 

Automation is built is on Object 1

It’s Related to Opportunity.

Before checking, if OppStage == Stage 1, we must first check – OppStage is not equal to “Null/BlankValue”

 

SOQL query tip 

WhatId is for Tasks / Event 

WhoId is for User and Lead 

 

Design Best Practice

While developing a feature in Salesforce, its good to think if the design is beneficial and scalable in the long term as well instead of quickly designing it as an immediate solution to the issue.

 


Business Analysis Tip

Understanding exactly what the user requirements are is of utmost important. It will streamline the process of building, testing and maintaining the features a seamless experience for Admins, developers, stakeholders and end users.

For example, lets say we are taking a catering order for an event. We want to make sure we get the specifics : How many people , what’s the exact menu and quantity of each items, what’s there age group, are there people with allergies, additional precautions that should be taken before and during preparing the items. Without planning for all these, the end result may be a disaster on the event day.

Similarly without properly eliciting the requirements and documenting from all stakeholders, building the features in the platform may lead to unexpected outcomes costing time, effort and money.

So. As a Salesforce Admin or Business analyst, all of the below are of utmost important

  • Listening

  • Understanding

  • Visualizing

 

Sandbox Tip

Sandbox is admins best friend. Even minor configuration changes should be built, tested thoroughly before implementing in production.

 

Admin Tasks 

As a Salesforce Admin, it a good practice to keep a track of all the thigs to be completed on a

  • Weekly

  • Monthly

  • Quarterly

  • Yearly  basis

For Example

Weekly - View Setup Audit Trail, Run duplication tools, Check Backup Data

Monthly - View Active User List and their last login, Run Salesforce Optimizer

Quarterly - Review Salesforce Release Notes

Yearly - Archiving Data, Process improvements for the next year

 

Data quality tip

For monitoring sensitive or high profile data, schedule important reports to be sent to the Administrators / the department head daily to keep a track of / avoid bad data in the system.

 

Search / Find Tip

When searching for a particular object or a field, we can make use of the “Quick Find” box ( Highlighted in the picture ) instead of using the entire page search box.
 

App Launcher, Lightning App Builder , Lightning Experience App Manager

  • App Launcher : To search and launch an Application in Salesforce. Accessed by clicking on the 9 dots in the left hand side corner of the screen. 
  • Lightning App Builder :  For Creating custom Lightning pages in Salesforce Lightning Experience and mobile app. Lightning pages are built using Lightning components using drag and drop features.  Accessed by navigating to the Setup -> Search Box -> Lightning App Builder
  • Lightning Experience App Manager : To search and manage all the apps in the organization. Accessed by navigating to the Setup -> Search Box -> App Manager
Vibha R