This week on the podcast we are getting you ready for Dreamforce by looking at how you document process in Salesforce before you begin the building process. First-time Dreamforce presenter Jennifer Lee joins us for a discussion of all the amazing sessions she is presenting at Dreamforce in both the Admin and Developer tracks.
More about Jennifer’s session: You’ve just received a request. You log into Salesforce and start making changes, right? WRONG! Put your business analyst hat on. Understanding and documenting the processes on paper is the first and most important step to take before you log into Salesforce to build a new process. This session teaches you to think like a developer and act like a business analyst by asking the right questions to document process, understanding the manual steps for the happy and exception flow(s), documenting them on paper, then building and using the information as a basis for testing.
Maximize Maintainability With Process Builder and Componentized Visual Workflow: https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9#/session/a2q3A000000LBREQA4
Don’t Build Yet: How to Understand and Document Process in Salesforce: https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9EAG#/session/a2q3A000000LBg0QAG
MVP Process Automation Showdown: https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9EAG#/session/a2q3A000000sWTIQA2
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Today on the Salesforce Admins Podcast, we talk to Jen Lee, Lead Solution Designer at John Hancock, six-time MVP, and Salesforce Platform Champion. We’re continuing Automation April to learn how you can bring automation magic into your Salesforce instance and make your end users’ lives easier. Join us as we talk about why you should […]
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