Finally, this is happening… org check is also a sf plugin.
You can analyse multiple orgs from your CLI without installing the app in these orgs.
This is fantastic!!
Install it via:
sf plugins install @orgcheck/sfdx-plugin
More commands will follow soon.
#SFDX CLI #Sfdx Plugins #Org Health Check #Audit Table
Interesting request from a user to have a new tab listing Email templates.
What would the rules that may apply to email templates to say that they are bad?
Not used in flows or in workflows?
What else?
Please see the related item in the backlog:
https://github.com/SalesforceLabs/OrgCheck/issues/447#AppExchange #Org Health Check #Email Template #Lightning Email Template #Classic Email Template #HTML Email TemplateTabs:
I would say two different tabs as Classic should phase out at some point and the setup for them are backend vs front end.
-There is also the Lighting Builder for Lighting Templates that crosses with Account Engagement.
The rules we started with to say "is it used?"
1. Is the object it referenced used (last created and modified date of the last records)
2. Is it referenced in any automation, if yes, do we ever hit the criteria of it anymore?
If no, we look at the sent tracker but I know this isnt 100% accurate.
3. We review for Branding guidelines. Is the logo in the template current or old?
4. When was it created, by who, are they still here?
5. Who has access to the template.
Once I have a list of ones that meet the criteria, I start sending it out. We deactivate, wait a period of time for someone to ask where it is, then delete when we are confident it isnt used.
Permissions:
I think the tool should see all templates by default as some users create personal email templates that do not meet brand standards. The folder/is it private should be a column so that as an admin I can ID them to be deleted and the user coached if needed. If they are useful, then we can migrate them to something all users can use.
Health Checks in Salesforce
I was recently having a discussion with a friend about doing health checks in Salesforce. Off the back of it we created a blog post outlining some tips and resources: https://sfdcpenguin.com/blog/health-checks-tips-for-your-org/
Are there any additional tips/tricks & resources you would share for doing a health check on a Salesforce org?
Many thanks!
#Salesforce #TrailblazerCommunity #AwesomeAdmins #Org Health Check #Optimizer @* Salesforce Administrators * @* Sales Cloud - Best Practices *
Hi Trailhead Community!
While we all are trying to figure out next steps with continuing our businesses I wanted to share our Mason Frank white paper where we’ve teamed with some of our industry contacts, including Salesforce employees and MVPs, to create a guide on using Salesforce to overcome business challenges during these uncertain times, and I thought you might find it useful! There’s advice on topics like data security and useful tips and best practices for getting the most out of Salesforce
Feel free to share with anyone you feel could use the advice - let's get through this together!