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Continue reading →: Sally, the Salesforce Sleuth finds Issue with Conversion Flow
Sally is asked to figure out why a flow that converts a specific type of lead into an account, contact, opportunity has stopped working. Review the failed flow Go to Setup and enter ‘flow’ in quick find box Select Paused and Failed Flows Find and open the flow that is…
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Continue reading →: Non-functional Requirements
A non-functional requirement (NFR) describes a feature or trait that defines a system’s state of being. NFRs are expressed in the form of “system shall be <requirement>”, an overall property of the system as a whole or of a particular aspect and not a specific function Called “quality attributes”, “qualities”,…
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Continue reading →: MOST
MOST Analysis is performed during strategic analysis to evaluate an organisations overall strategy, the supporting activities and whether they are all in alignment. These are the four tiers in MOST Analysis: Mission: defines what business the organisation is in and what it is intending to achieve Objectives: key goals against which the…
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Continue reading →: PESTLE
The strategic analysis technique called PESTLE evaluates external factors that could impact business performance. The acronym stands for six elements affecting business: political, economic, technological, environmental, legal, and sociological. PESTLE analysis assesses the possible factors within each category, as well as their potential impact, duration of effect, type of impact…
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Continue reading →: The 5 Whys
This deceptively simple technique can help you uncover a whole host of information and help you get at the actual problem the business is needing to be addressed. The process is simple to use. You simply ask why to every statement the business stakeholder is making regarding the issue at…
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Continue reading →: Analysis Overview
Analysis is the practice of enabling change in an organizational context, by defining needs and recommending solutions that deliver value to stakeholders. Analysis can be strategic or tactical in nature. Strategic analysis is focused on the big picture while tactical analysis is focused on solving a specific problem or opportunity. In…
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Continue reading →: Citizen Developers Wear Many Hats
As a citizen developer I may be called upon to wear many hats – analyst, designer, developer, tester, trainer. Each hat requires its own set of skills and tools. In future posts we will explore each area in depth so you will have the tools you need to be a…
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Continue reading →: Improving Lookup Search Results
Hi my fellow citizen developers. Lookups are a great way to relate objects together but can lead to a bad user experience if the lookup search isn’t configured well. In this post we will be looking at a simple example of using a lookup field to define the instructor for…
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Continue reading →: Using Salesforce to Manage Expectations
We all have expectations. Some are little and some are not. In the world of software development expectations can result in you being a hero or a failure. So how can you make sure everyone is on the same page as the requested enhancement is developed and deployed and how…