The Inherited Org Playbook: Strategies for Salesforce Success

Episode Notes/Resources:

In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions Salesforce Technical Architect, Jitin Chatlani, about inheriting a Salesforce org and key considerations admins need to heed. 

Chapters:

(00:00) Salesforce Simplified podcast focuses on inheriting a Salesforce org
(01:00) Ad Victoriam is taking over an existing Salesforce org
(03:31) Talk about some key areas where admins should focus on documenting first
(06:46) Let's talk a little bit about technical debt in inherited orgs
(09:24) Security is huge when inheriting a Salesforce org
(13:06) Ask your client or customer how they want to segment their customers
(14:00) Many inherited orgs run into multiple integrations that need assessment
(17:29) Red flags include creating custom objects when you should be using standard ones
(20:23) How do you balance necessary improvements with user adoption and satisfaction
(22:49) Talk about your strategy for handling duplicate or abandoned automation
(25:26) Data quality issues often come up when inheriting an org
(29:38) Descriptions can really help when you inherit an old org

Resources:

How to Keep Your Salesforce Org Secure and Up-To-Date:
https://tinyurl.com/bdhd9myv

Set Up Your Salesforce Org for Integration with MuleSoft:
https://tinyurl.com/2fvux5w3

Jitin Chatlani on LinkedIn: 
https://tinyurl.com/bdpncha6