Organisations using Salesforce will inevitably accumulate technical debt over time. It’s a costly side effect of growth, and to manage it successfully, these organisations need to not only remove their existing debt but also understand its causes and develop a plan to manage it in the future. To find out more about the key areas you need to cover to carry out a successful technical debt assessment in the Salesforce platform watch our on-demand webinar: https://www.whishworks.com/event/recording-performing-a-successful-technical-debt-assessment-in-salesforce/ Key topics – What is technical debt – Causes of technical debt in Salesforce – Key areas to assess – Common tools for diagnosis – Technical debt assessment results & reporting

1. 2020 © WHISHWORKS. All rights reserved.
Technical Debt
Assessment for Salesforce
Praveen Singh | WHISHWORKS
Manish Verma | WHISHWORKS
16 December 2020

2. 2020 © WHISHWORKS.
Logistics:
• 1 hour (expected duration)
• Muted
• Questions
• Controls – Ashleigh
• Presentation & recording will be
shared after the webinar
Moderator: Manish Verma
Manish is the VP for WHISHWORKS’ Salesforce
Delivery Services, also heading the company’s
Salesforce Centre of Excellence. Manish has 25 years
of experience delivering excellence for customers and
partners alike.
Presenter: Praveen Singh
Praveen is a Technical Architect with over 10 years
of experience in Salesforce implementations. A true
Trailblazer Praveen has achieved 12 Salesforce
certifications to date.
Technical Debt Assessment for Salesforce

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• Introduction to WHISHWORKS and Salesforce
• Salesforce Tech Debt assessment : What it is and
why we should care
• Causes of Technical Debt in Salesforce
• Assessment scope
• Common tools for diagnosis
• Q&A
AGENDA OF THE SESSION

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WHISHWORKS at a glance
03
SALESFORCE PRACTICE
9 years mature practice
400+ Salesforce & MuleSoft experts
200+ Salesforce Certifications
Dedicated Centre of Excellence
Industry aligned solutions & frameworks
01 Salesforce & MuleSoft SPECIALISTS
CONSULTANTS
400+
02 CoE DRIVEN MODEL
Salesforce Practice MuleSoft Practice
Center of Excellence
STRATEGIC
CONSULTING
CERTIFICATIONS
APPLICATION
DELIVERY
APPLICATION
SUPPORT
MANAGED
SERVICES
TRAINING &
ENABLEMENT
BEST PRACTICES ACCELERATORS
GOVERNANCE &
QUALITY MGNT
LEARNING &
DEVELOPMENT
DIGITAL TRANSFORMATION ENABLEMENT

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Salesforce
Technical Debt
Assessment

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Technical Debt – What it is and Why we should care
Technical debt reflects the indirect cost of additional rework caused by choosing an easy (and potentially limited)
solution now, instead of using a more effective (and elaborate) approach that would take longer time to implement.
This debt can stop you from implementing new solutions as your business grows.
Complex customizations Old code
Bad configuration
Data quality
P2P integrations
Underutilized OOTB

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Cause & effect of Technical Debt in Salesforce
• Changes in business process
• Short term workarounds
• Duplication
• Poor visibility – unclear, unreadable code
• Missing/out-of-date technical documentation
• Underutilized out of the box functionalities
• Unnecessarily, complex dependencies
• Compromised performance
• Implementation delays
• Longer QA cycles
• Increased total cost of ownership

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Assessment scope
Salesforce Users
And Licenses
Code
Base
<< Apex Class >>
<< Lightning Component >>
<< Apex Trigger >>
<< Apex Test Class >>
<< Visualforce >>
Integrations
Architecture and
Frameworks
Data
Model
Salesforce Org.
Data Quality*
* Require Production Data
Salesforce Org.
Configuration
Processes
Reports &
Dashboards
Batch
Processes
Sharing and
Security Model

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Salesforce Users and Licenses
Pre-requisites
● If Salesforce licenses are optimally used
● If any of the SFDC implemented feature can be shifted to other IT
system or visa versa
*
● Details on Types and Number of Salesforce Licenses used
● Information on Existing IT Infrastructure
● Total SFDC users & SFDC features they use more frequently / daily basis
We analyze
Key benefits
● Might result in improved ROI
Salesforce Users
And Licenses

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Processes
● If your processes can be optimized further
● If you need to follow more best practices
● Processes being used in the implementation
● Templates used during process execution
● Available documentation
● Any Best Practices followed
● Increased efficiency
● Decreased time to market
● Cost savings
Pre-requisites
We analyze
Key benefits
Processes

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Salesforce Org Configuration
● Remove unnecessary configuration
● If best practices are followed diligently
● If Validation Rules can be optimized further
● If Workflow rules, Lightning flows, Approval Processes etc. can be optimized further
● Access to Salesforce org. with System Administrator profile
● Best Practices followed (if any)
● Availability of Salesforce Optimizer Reports and Salesforce Health
Check Reports
● Reduction in runtime and deployment time errors
● Reduced time of deployment of new features
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Salesforce Org.
Configuration

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Sharing and Security Model
● If similar profiles can be merged and used with permission sets
● Remove unused profiles
● If Organization Wide Settings are optimally implemented
● If Sharing rules can be further optimized
● Access to Salesforce org. with System Administrator profile
● Best Practices followed (if any)
● Business need for implementing OWD, Roles and Sharing rules (Gold and Platinum plans).
● Availability of Salesforce Optimizer Reports and Salesforce Health Check Reports
● Plug Security gaps
● Uniform and structured roll out of profiles
● Establish best practices for creation and assignment of profiles and permission sets
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Sharing and
Security Model

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Reports and Dashboards
● Any unused Reports and Dashboards
● Any unused Formula and bucket fields in Reports
● Any unused Dynamic dashboard(s)
● If available Reporting tool can bring more value to Salesforce Reports and Dashboards
● Access to Salesforce org. with System Administrator profile
● Detailed documentation around Reports and Dashboards
● Availability of Salesforce Optimizer Reports and Salesforce Health Check Reports
● Maintenance of Governing limit for dynamic dashboards
● Can bring more value to salesforce reports and dashboards
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Reports &
Dashboard
s

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Architecture and Frameworks
● Best Practices have been followed
● Architecture is scalable
● If appropriate error handling strategy implemented in the org
● Design has been done considering the applicable governor limits
● Access to Salesforce org. with System Administrator profile
● Documentation around implemented Technical Architecture and Frameworks
● Other Technical and Functional documents
● Best Practices followed (if any)
● Faster development of new functionality and faster resolution of issues
● Reduction of runtime errors and user-friendly error messages in case if it still occurs
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Architecture and
Frameworks

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Code Base
● If coding best practices has been properly implemented
● Presence of redundant code
● If appropriate code review tool has been used
● Access to Salesforce org. with System Administrator profile
● Technical and Functional documents
● Coding Best Practice followed (if any)
● Permission for usage of Code Analysis tools like Sonar Cube, PMD Plugin, Checkmarks etc.
● Availability of Salesforce Optimizer Reports and Salesforce Health Check Reports
● Faster development of new functionality and faster resolution of issues
● Reduction of runtime errors and user-friendly error messages in case if it still occurs
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Code
Base
<< Apex Class >>
<< Lightning Component >>
<< Apex Trigger >>
<< Apex Test Class >>
<< Visualforce >>

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Integrations
● What data needs to exist in Salesforce?
● If established connections between SFDC and external server are secure and encrypted
● If defined integration framework has been properly implemented
● If appropriate middleware tool has been used
● Access to Salesforce org. with System Administrator profile
● Technical Document around implemented Integration Framework
● Functional documents highlighting need
● Coding Best Practices followed (if any)
● Faster development of new integrations and faster resolution of issues
● Robust mechanism for handling connection failures
● Reduction of runtime errors and user-friendly error messages in case they still occurs
Pre-requisites
We analyze
Key benefits
Integrations

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Batch Processes
● Presence of redundant Batch Processes
● If batch processes are efficiently implemented
● Possibilities of further automation
● Access to Salesforce org. with System Administrator profile
● Technical Documents around implemented Batch Processes
● Functional Documents around implemented Batch Processes
● Increased performance of Batch Integrations
● Robust mechanism for handling connection failures
● Reduction of runtime errors and user-friendly error messages in
case they still occurs
Pre-requisites
We analyze
Key benefits
Batch
Processes

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Data Model
● Presence of redundant fields
● Possibility for optimizing Lookup and Master Detail relationships
● Possibility of combining small objects
● Possibility of splitting large objects
● Access to Salesforce org. with System Administrator profile
● Technical Documents and E-R Diagram
● Functional Documents
● Best practices followed for data model design
● Reduction in redundant data
● Structured Data Model
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Data
Model

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Salesforce Org Data Quality
● Presence of redundant data
● Possibility of archiving data to external system
● Access to Salesforce org. with System Administrator profile
● Production data
● Technical Documents and E-R Diagram
● Functional Documents
● Well structured data
● Reduction in maintenance efforts
Pre-requisites
We analyze
Key benefits
Salesforce Org.
Data Quality*
* Require Production Data

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Some Common Tools for Diagnosis
LINT
Salesforce Health
Check Report
Helps in identifying &
fixing vulnerabilities in
your security settings
Evaluates certain implemented
SFDC features and then
provides recommendations for
improving them.
Static code analysis
tool for determining
issues related to Code
Quality and Security
A static analysis tool
used for finding bugs
in code.
Code Review Tool
Salesforce Optimizer
Report
Static code analyzer. Finds
common programming
flaws like unused variables,
empty catch blocks,
unnecessary object
creation, and so forth

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Q
A

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Phone: +1 646 568 9786
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UNITED KINGDOM
Vista Building, 2 William Street,
Windsor, Berkshire, SL4 1BA
Phone: +44 20 34757980
Email: info@whishworks.com
INDIA
Cyber Gateway
C-Block, 2nd Floor, Wing-2
Madhapur, Hyderabad
Telangana, 500081
Phone: +91 40 4265 6565
Email: info@whishworks.com
UNITED STATES
502 Carnegie Center Drive,
Suite 301
Princeton, NJ, 08540
Phone: +1 646 568 9786
Email: info@whishworks.com
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