Cotswolds Salesforce Community Group: Removing privileges and segregating development
In November we hosted the final Cotswolds Salesforce Community Group event of 2021. It was great to see so many members of the Salesforce Ohana join the virtual meet up, listen to our inspirational speakers and take part in our Salesforce trivia quiz.
We felt really lucky to have been joined by two excellent speakers and feel it’s appropriate to re-share the top points from their informative sessions. This week, we’re starting off with Connie Hazendonk and the Admin Horror Show…
Connie Hazendonk, the mighty Salesforce trainer
It was great to have Connie join us to share her knowledge as a dedicated Salesforce trainer. Connie works to inspire admins and developers in the Salesforce community by sharing the good, the bad and the ugly Admin experiences. If you are wanting a skilled Salesforce trainer, we highly recommend you check out the full credential line up on Connie’s LinkedIn profile and don’t forget to also follow her Trailhead journey.
With Connie’s vast experience in the Salesforce ecosystem, it was interesting to hear the do’s and don’ts of the Salesforce world. The information was explained in an almost fireside chat capacity and there were lots of valuable points to consider and for users to practically take advantage of.
Remove delete privileges from users
One of the most popular points from Connie’s Admin Horror Show was to ensure you remove delete privileges from everyone that should not be deleting records from the system (certainly something to be scared of!) and to use permission sets and profiles to identify different user groups.
Use a Salesforce sandbox to keep development separate from production
Another efficient reminder surrounded sandboxes and how they hold significant value to segregating development from production and allow a (safe) space to try things out, test what’s been built without interrupting production usage – remember to use the sandbox, they’re not just for kids you know!
Validate system behaviour alongside user experience
It’s also key to consider what behaviours users need, without forgetting the user experience. In the discovery process, be sure to ask questions around their existing system; like how easy is it to use, what could make the system better, how often does it occur and how long does it take? Why, even go as far to ask a customer/user how many fields really need to be captured or can something be delivered better? It’s an important part of the discovery process.
Remember to test your work!
A key and final point that’s not to be missed is testing. This final process is so important to get things right. That’s why you should test, test and test…and then test again!
See you in March 2022!
Bear with us as we prepare all of the Cotswolds Community Group dates for 2022. Keep up to date on our social media channels and Chatter Group where we’ll announce them soon. We are however anticipating that our next event will be held in March. What’s even more exciting is that we are hoping to hold the event in person with a virtual offering for those group members who are unable to travel.
Don’t forget to join our Chatter Group and keep up to date on our Trailblazer platform for updates on upcoming meetings and events.
