Skip to main content
Topics#Data ManagementOtis Negel Bentick 的问题
Otis Negel Bentick (National Board Of Medical Examiners) 提问于 #Data Management
2019年10月16日 14:23

My org is transferring our salesforce org from a third party to in-house

My org is transferring our salesforce org from a third party to in-house. I am the sole admin serving as the configuration analyst. What is the best way for me to get a clear understanding of what the consultant has done and how to tie that into what I will be taking over. What are some excellent succinct questions to ask. What is most important for me to learn from the third party currently managing our instance?

 

 
8 个回答
  1. Srinivasa Rayapuri
    2019年10月16日 16:58
    That's right Negel and you will have to can  the technical documentation to verify the business logic and also the components(Fields, objects, automation like process builder, workflows, Apex classes, Apex triggers, flows etc)  created to make the business logic to work 

     

    with train the trainer sessions, you are doing two things here, wearing an end-user cap to make sure the business logic is as per the requirement and also wearing an admin cap to understand the meta-data used to create the business logic
撰写回答...
0/9000