Alekhya Mandadi

Mar 25, 2024 | salesforceben.com | Joseph Gaska |Andreea Doroftei |Christine Marshall |Alekhya Mandadi

The Salesforce platform is a business-critical system. This puts Salesforce Admins in the unique position of being both the gatekeeper and the enabler of your organization’s customer data strategy. With the digital universe evolving and the amount of data growing exponentially, it’s crucial to understand the changing landscape of data management – especially when it comes to data lakes and the creation of a ‘single-pane’ view of your customers.

Mar 25, 2024 | salesforceben.com | Andreea Doroftei |Joseph Gaska |Christine Marshall |Alekhya Mandadi

Knowing which setup changes were made when, especially in your Production organization, can prevent hours spent trying to piece together the story of what happened. This feature comes in handy, especially for companies with more than one Salesforce admin. In this post, we’ll go through what Setup Audit Trail entails, what changes can be tracked, and why it is an out-of-the-box functionality you should definitely make use of.

Oct 25, 2023 | salesforceben.com | Alekhya Mandadi

Regularly refreshing sandboxes is crucial to try out the latest release’s features and to prevent rolling back development work due to a lack of testing in an environment akin to your production org. To ensure a smooth sandbox setup post-refresh, several factors need consideration. Firstly, having well-documented procedures in place is essential. Documentation should be organized into sections such as Conga, DocuSign, Data (CPQ/Billing/Advanced Approvals), User Setup, and Integrations.