Customer Discovery - Analyze the customer's salesforce environment Flashcards
Health Check
Gives visability into org’s security settings. Fix vulnerabilities in security settings
settings, password policies, key management, file upload, download settings
Salesforce Optimizer
Analyzed ORG, provides insights, recommendations, actions related to
MAINTENANCE, PRODUCTIVITY, ADOPTION
Org Impact Analysis Report
Show how changes in metadata can affect other org metadata and configuration
Entity Relationsihp Diagram
visualize objects, fields, relationships that should be part of the data model in salesforce
Where can you do a health check
health check in setup
Health Check - summary score
shows how org measures against seurity baseline. 5 custom baselines can be uploaded for comparison
Health Check - Lower Score
Indicates HIGHER risk
Salesforce Optimizer - Efficient Maintenance
provides actions to keep org secure and up to date
Salesforce Optimizer - Debt reduction
identifies technical dept (legacy system dependenciees)
Salesforce Optimizer - Increased Productivity
shows unused dashboards, rpeorts, cluttered page layouts, unassigned roles, profiles, permission sents.
Shows poor customizations to improve productivity
Enable Salesforce Optimizer
Optimizer page in setup
Can run automatically or on a scheduled basis
Salesforce optimizer scan
takes up to24 hours
Salesforce optimizer report
is a user hasn’t logged in lately, provides a recommendation
Salesforce optimizer sections scanned
Storage - Data and file storage usage and limits
Fields - Field usage, custom field status, page layouts
Custom Code - API Versions, Hardcoded urls in apex
Page Layouts - unassigned page layouts, page layouts per object
Dashboard/report - unused dash and reports
validation rules - inactive rules, active rules and limits
user managements - logins, profile usage, role assignments
Feature usage - chatter, files, path, omni-channel
Structure salesforce optimizer reports findings in
What was found, what to do, learn more (resources)
