When you’re working on Salesforce projects it’s easy to forget about the importance of maintaining your solutions. In this session you will discover what you should be doing today to ensure that you don’t create headaches for yourself in the future. Your future self will thank you for attending this session and applying these simple tips to your work.

1. Be Kind To Your Future Admin Self

2. OUR SPONSORS

3. Audience Q&A Session
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4. #CD2023 @CzechDreamin
Nathaniel Sombu
@NSombu
Silvia Denaro
@SalesforceSilv1

5. #CD2023 @CzechDreamin
Be Kind To Your Future Admin Self

6. #CD2023 @CzechDreamin
Names, places, Salesforce Admins in
this presentation are purely fictional!
Any resemblance to actual events or
places or people and Salesforce
Admin… living or dead, is entirely
coincidental!
No admin got hurt in any of the
scenarios described in this presentation.
DISCLAIMER

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What went wrong with that change?
Document your org

9. #CD2023 @CzechDreamin
What could Carol have done better?
● Document changes
● Make documentation easy to
access
● Reference your documentation
when you make change
● Change management strategy
Document your org

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11. #CD2023 @CzechDreamin
Where is my report for the
board?
Keep it Tidy

12. #CD2023 @CzechDreamin
What could Steve have done better?
● Keep reports folder tidy
● Use consistent and clear naming
conventions
● Archive reports you don’t need
anymore
● Allow relevant access to reports
folders
● Use descriptions
● Apply this everywhere (fields ,
flows…)
Keep it Tidy

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14. #CD2023 @CzechDreamin
How did a stranger got into my org?
Keep your org secure

15. #CD2023 @CzechDreamin
What could John have done better?
● Deactivate users or at least Freeze
● Correct Profiles and Permission Sets
● Right access to objects and fields
● MFA - enforced in June 2024
● Follow best practice even if it’s
urgent!
Keep your org secure

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So many reports so little time!
Make stuff reusable/scalable

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What could Gary have done better?
● How can I make things reusable?
● My opportunities/my team’s
opportunities in Reports
● Relative Dates in reports
● How will this solution need to be
maintained?
● Global picklist values
● Meta DataTypes
● Custom Lists
● Sub Flows
Make stuff reusable/scalable

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What’s wrong with my 150 pages
training manual?
Train your users

21. #CD2023 @CzechDreamin
What could Sam have done better?
● Different training for different users
● Easily accessible
● Train users on the specific part of the
system they need to use
● Make training reusable
● Engage “Super-users”
● Use In-App Guidance, paths, text
components, chatter,guidance centre
Train your users

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23. #CD2023 @CzechDreamin
Bob’s Story:
What did you do?!?!?!?!
Create policies

24. Create policies
What could Bob have done better?
• Clear agreed policy that everyone
understand
• Naming conventions
• Access policy
• Keep policies consistent and up to date
• Keep them simple

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If only there was a simpler way?
Keeping it Simple

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What could Silvia have done better?
● Don’t rush in making things
● Ask your mentor/Trailblazer community
● Whenever possible choose the simplest
solution
● Future proof your solution, make it sustainable
● Well architected framework
Keeping it Simple

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Nicole’s story:
User adoption never ends…
Check-in regularly with your
users

30. #CD2023 @CzechDreamin
What could Nicole have done better?
● Post implementation check-ins.
● Carry on training
● Run reports / Create dashboards
● Look at record audit
● Don’t take it personally
● If needed make further changes
● Involve users in testing
Check-in regularly with your
users

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Whose bright idea was that?
Setting Expectations

33. #CD2023 @CzechDreamin
What could Loui have done better?
● Understand the requirement
fully before setting the solution
● Be realistic
● Don’t let people who don’t
know the system make
promises/decisions
● People don’t mind if it takes
time as long as they are
informed.
Setting Expectations

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Plan to be a
hero
Projects never really end…
Key Takeaway

36. Audience Q&A Session
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37. Thank you