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Susco Says

sorting and organizing Many companies use Salesforce not only for sales-related CRM but also for managing disparate business processes. Salesforce record types can help administrators fine-tune their orgs and manage business processes for different users effectively. Sometimes, administrators go a little overboard with custom record types. Even after reading the documentation, it can help to see how other admins utilize Salesforce record types. Here are some tips to help get you started.

user requirements specifications document paper work vector Writing software requirements should be easy, right? Right? Of course we know exactly what we need and can tell you exactly what the software should do. Unfortunately, it's not always so easy. Writing software requirements well takes detailed, deep thought about business requirements. It also takes clear communication between the people who will use the software and the people who will write it. It isn't always easy to translate between business-speak or industry-speak and developer-speak. This can cause costly confusion. Fortunately, there is a language called Gherkin to help bridge the gap. So what makes a good set of software requirements, and how can we develop those requirements?  

communication Is your software development team listening to you? Good project communication helps prevent costly rework and ensures that product owners and development teams understand each other.

We don't speak the same language, even if we're both speaking English.

We all know that feeling of frustration when we're trying to communicate and just not getting through. I spelled it all out in careful detail, and all I see are blank looks. Were they even paying attention? This is an important project! Is my software development team listening to me at all?

Monolith; Monolithic Rollout of Legacy System Conversion Legacy system conversion projects are always challenging. Rollout strategy can make a huge difference in successful user adoption and overall project success. Only when I began writing them down did I realize that I had recurring dreams.  I had believed that my dreams were largely random and varied, but instead I learned that I had many frequently recurring themes.  Similarly, the process of writing down my thoughts on software development has shown me that there are also recurring themes. One of these themes is the impact of rollout methodology on a project's success.  More specifically, rollouts of legacy system conversion projects.  Rollouts of brand new systems into an organization are typically less painful, as you are often automating a paper process, or inventing a new process that improves productivity.  However, legacy system conversions are almost always painful, as there are many processes that have emerged around this system.  People have developed a form of muscle-memory with the old system that even they themselves scarcely understand. We have successfully replaced dozens of legacy systems where everyone was happy and all was good with the world.  But it's not those projects I want to talk about.  I am going to talk about the projects where things went awry, because I don't want to make the same mistakes again.  Hopefully, these words will also help the reader to avoid similar problems in their projects.

Now that your company has rolled out its shiny new CRM system, you’ll want to make sure your team is fully on board. How can you track Salesforce user adoption? What are the signs you don’t have full buy-in from your organization on using Salesforce?Silhouette of many thumbs up Of course, there are many useful reports available in the Salesforce Adoption Dashboards. To get the most benefit from those dashboards and reports, you'll need to quantify your expectations. How should your team use the system?

Data Charts It's a funny thing about Salesforce developers. Many of us really dislike change, even when we know very well it's necessary and worthwhile. Why? Too often, changing an application is like re-routing plumbing after the house is built: making a change that looks small can take a whole lot of effort with a whole lot of risk for collateral damage.

software automation Can software replace my job? It's a concern with roots going back centuries to the arrival of the first automated power looms in 18th-century England, continuing into more modern times with the large claw-like robots that build automobiles. Today it seems there are hundreds of websites making their living pushing clickbait headlines describing the perils of the coming Robopocalypse of software automation replacing human workers, and I often see those fears bubbling to the surface when working with clients. Fortunately, in my experience, those fears are often overblown, and I'm not alone in thinking so. Wired's James Surowieck agrees that we have nothing to fear.   The automation jitters usually start to come out during discovery. I talk with clients to clarify the business logic, workflow rules, or other automated features, and I'll use the term "robot" to describe the software we're building. After all, "if I can't tell the robot what to do, how will it know how what to do?" It's somewhere around here when we're asking somebody to explain their whole job function that somebody on the client's team will mutter, half-jokingly, "So I guess I better start looking for another job, huh?" It's not hard to understand where that thought is coming from. After all, if we can completely strip away the human layer and turn their job into a series of rote, mechanical steps, what role is left for them? I quickly try to assuage their fears.