Salesforce Admin's Blueprint: Technical Design

Partner: Udemy
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Description: Are you a Salesforce admin?Do you get stuck when a requirement is given to you and you don't know how to proceed and implement the given requirement?Writing a technical design document for a Salesforce Admin involves documenting the technical aspects of configuring, customizing, and maintaining a Salesforce instance. This document is essential for planning, implementing, and managing Salesforce solutions effectively. Here's a step-by-step guide on how to create a technical design document for a Salesforce Admin:1. Document the Project Scope:Begin by defining the scope of your project. What specific Salesforce functionalities or enhancements are you planning to implement or modify? Clearly state the objectives and goals of your project.2. Identify Stakeholders:List all the stakeholders involved in the project. This may include business analysts, end-users, developers, and other relevant team members. Identify their roles and responsibilities.3. Define Business Requirements:Document the business requirements that Salesforce needs to address. Understand the pain points, challenges, and goals of the organization to ensure that your design aligns with these requirements.4. Document Current State:Describe the current state of the Salesforce instance. Include details about existing configurations, customizations, and data models. This provides a baseline for understanding what needs to be changed or enhanced.5. Proposed Solution:Present your proposed solution to address the business requirements. This may include:Configuration changes: Describe what Salesforce objects, fields, validation rules, workflow rules, and automation will be configured or modified.Customization: Explain if any custom code, such as Apex triggers or Lightning
Category: IT & Software > Other IT & Software > Salesforce Administration
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Price: 19.99
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Source: Impact
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