If you are an admin or business analyst trying to identify business rules coded in your salesforce org, there is always a challenge on where to find them, how to identify them and even talk to your developers who can help you identify this in apex and flows. The best practice will be to document this on stories and use tools like Elements cloud for this but we all know how budgets are and it is hard sell to get the leadership buyin for a product. So as an Architect, admin or IT manager who wants to identify business rules in your salesforce org, the question is where to start? How to identify business rules and how can you help your fellow developers and admins to document them? The below blog will provide you guidelines for you to follow.
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Salesforce World Tour New York, November 2024
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If you are a higher ed user using Salesforce CRM for a while and struggle with measuring impacts on your CRM investment, trying to learn best practices on how other universities are using Salesforce for admissions, marketing and student success and figure out how to leverage generative AI for your university, there is a fantastic online event this week on 11/7 done by Higher Ed Dreamin which you should register and attend.
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Dreamforce is just around the corner, and if you're a nonprofit looking to level up your organization, you won't want to miss these exciting sessions focused on Salesforce Nonprofit Cloud. From migrating from NPSP to Nonprofit Cloud to leveraging AI for philanthropy, these sessions offer valuable insights and practical strategies.