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No Longer a Dilemma:
Remove the Risk of
SalesForce at Scale
Complexity of scale crushes Salesforce’s responsiveness
“Since 2010, the size and
complexity of Salesforce
deployments has grown and
broadened, with over 50% of
new customers purchasing
three modules or more.
..over the same period, the
average length of Salesforce
projects has moved from 9
months to 19 months”
Why?
Every app change risks
breaking one of hundreds of
data and process customizations,
integration links, and third-party
add-ons.
The result:
Every change requires long
and expensive impact-analysis
and regression testing projects —
killing the responsiveness that made
Salesforce attractive at the start.
As Salesforce use
grows, innovation
slows and flexibility
evaporates.
Add a new territory Update opportunity stage
Implement CPQ Update Lead-to-sales process
The business
requested
(Yet another…)
change
Poll number 1
› How many SFDC changes do you deploy per month?
› Less than 10
› Between 10-50
› More than 50
› Don’t know
OMG !!!!
Formulas logic was altered
Validation rules don’t validate
what they should
Workflows don’t fire when
they should
Some Reports & Dashboards
are now broken
By the time you manually
go through your system‘s
countless components to
find and fix these errors –
your CEO is making wrong
decisions based on wrong
data and wrong reports &
dashboards.
The SFDC Applications Delivery Team
Inability to keep pace
with growing business
needs – keep the SFDC
promise
Josh
Business Application
Manager
No clear
knowledge on the
business processes
which are impacted
by request
Caren
Business Analyst
What do I
need to test
Stewart
QA Manager
Where do I need to make
code  customization
changes?
Mike
Developer
How will future
projects be
impacted by
delivery delays?
Alexandra
Release Manager
You deserve daily certainty.
You deserve to know.
Cannot Foretell Now
See Panaya for Help
The path from calculated guesswork to
destination certainty with Release Dynamix
 See the change dependencies
 Pinpoint the impact areas
 Foresee & resolve your risks
“I love this app!... It really streamlines the
process for us and decreases the amount
of time it takes to unravel things.”
“A must for any Salesforce org – A
lifesaver for any admin...I use this every
day and will NEVER get rid of this app”
RDx for Sales Force
As Salesforce use
grows, innovation
slows and flexibility
evaporates.
Panaya Release Dynamix
Resolve change delivery risks and ensure quality ahead of time with RDx
Your Salesforce Org
Usage Statistics
› No Business Data
› SFDC Metadata API
› SFDC Tooling API
› SFDC Partner API
› SFDC Usage Logs
› Daily Synchronization
› OAuth 2.0
› TLS 3.1
Panaya Analytic
Engine
› Impact Assessment
› Dev Task Management
› Test Management
› Real Time Risk Assessment
› Continuous Delivery
› AWS Resiliency
› SOC II
› FDA 21 CFR 11
› AES 256 Encryption
SaaS solution
CodeConfig Metadata
Poll number 2
› How do you currently check change impact?
› We create our own dependency map
› I rely on my own knowledge
› I don’t have a process in place
DEMO
Release Dynamix
Resolve potential change delivery risks
and ensure quality ahead of time with:
› A detailed summary of entities impacted by: daily
modifications, scheduled releases or major projects
› A list of development and customization tasks,
derived from project scope and assigned to team
members
› Test plan scoping according to impacted entry
points
› Continuous risk assessment and multidimensional
views of potential risks
Global Enterprises Trust Panaya RDX
“An essential app for any admin or developer,
a definite must for any semi-complex org”
“Release Dynamix provides a best of breed
ALM application that takes into accounts all
aspects of application change delivery,
including ERP change conflicts within a release.
As a long time Panaya customer, we are
confident that the new offering will enable
organizations to become agile and deliver
innovations faster.”
“Amazing product and a must have! We have
saved so much time and many headaches.”
Proven Success with over 1,600+
Customers
Established 2006
Acquired by Infosys - 2014
Bringing Agility to Enterprise Applications
Powered by:
› Change analytics
› Enterprise applications domain expertise
› Machine learning & Crowd wisdom technology
› Over 300 testing customers
› Over 9,000 projects
(5,000 business process implementations)
› Over 5,000,000 test scripts
› Over 50 Traditional ALM solution replacements
Solutions:
› Enterprise Agile Delivery Platform
› Test Management & Automation
› Impact Analysis and Risk Mitigation
Why Are We
Different
RDx for SFDC is the only solution that
delivers real time insights into risk and
quality.
Based on those insights you can
automatically generate corrective
actions for safe release to production.
We do this prior to developing code
Poll number 3
› Would you like a demo?
› Absolutely
› Not just yet
The path to destination certainty: Remove the guesswork
with Panaya RDx
See RDx working for
you, sign up for your
trial now
See the change
dependencies
Pinpoint the impact
areas so you can
foresee & resolve
your risks
You deserve daily
certainty

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No Longer a Dilemma: Remove the Risk of SalesForce at Scale

  • 1. No Longer a Dilemma: Remove the Risk of SalesForce at Scale
  • 2.
  • 3. Complexity of scale crushes Salesforce’s responsiveness “Since 2010, the size and complexity of Salesforce deployments has grown and broadened, with over 50% of new customers purchasing three modules or more. ..over the same period, the average length of Salesforce projects has moved from 9 months to 19 months” Why? Every app change risks breaking one of hundreds of data and process customizations, integration links, and third-party add-ons. The result: Every change requires long and expensive impact-analysis and regression testing projects — killing the responsiveness that made Salesforce attractive at the start. As Salesforce use grows, innovation slows and flexibility evaporates.
  • 4. Add a new territory Update opportunity stage Implement CPQ Update Lead-to-sales process The business requested (Yet another…) change
  • 5. Poll number 1 › How many SFDC changes do you deploy per month? › Less than 10 › Between 10-50 › More than 50 › Don’t know
  • 6. OMG !!!! Formulas logic was altered Validation rules don’t validate what they should Workflows don’t fire when they should Some Reports & Dashboards are now broken
  • 7. By the time you manually go through your system‘s countless components to find and fix these errors – your CEO is making wrong decisions based on wrong data and wrong reports & dashboards.
  • 8. The SFDC Applications Delivery Team Inability to keep pace with growing business needs – keep the SFDC promise Josh Business Application Manager No clear knowledge on the business processes which are impacted by request Caren Business Analyst What do I need to test Stewart QA Manager Where do I need to make code customization changes? Mike Developer How will future projects be impacted by delivery delays? Alexandra Release Manager
  • 9. You deserve daily certainty. You deserve to know. Cannot Foretell Now See Panaya for Help
  • 10. The path from calculated guesswork to destination certainty with Release Dynamix  See the change dependencies  Pinpoint the impact areas  Foresee & resolve your risks “I love this app!... It really streamlines the process for us and decreases the amount of time it takes to unravel things.” “A must for any Salesforce org – A lifesaver for any admin...I use this every day and will NEVER get rid of this app”
  • 11. RDx for Sales Force As Salesforce use grows, innovation slows and flexibility evaporates.
  • 12. Panaya Release Dynamix Resolve change delivery risks and ensure quality ahead of time with RDx Your Salesforce Org Usage Statistics › No Business Data › SFDC Metadata API › SFDC Tooling API › SFDC Partner API › SFDC Usage Logs › Daily Synchronization › OAuth 2.0 › TLS 3.1 Panaya Analytic Engine › Impact Assessment › Dev Task Management › Test Management › Real Time Risk Assessment › Continuous Delivery › AWS Resiliency › SOC II › FDA 21 CFR 11 › AES 256 Encryption SaaS solution CodeConfig Metadata
  • 13. Poll number 2 › How do you currently check change impact? › We create our own dependency map › I rely on my own knowledge › I don’t have a process in place
  • 14. DEMO
  • 15. Release Dynamix Resolve potential change delivery risks and ensure quality ahead of time with: › A detailed summary of entities impacted by: daily modifications, scheduled releases or major projects › A list of development and customization tasks, derived from project scope and assigned to team members › Test plan scoping according to impacted entry points › Continuous risk assessment and multidimensional views of potential risks
  • 16. Global Enterprises Trust Panaya RDX “An essential app for any admin or developer, a definite must for any semi-complex org” “Release Dynamix provides a best of breed ALM application that takes into accounts all aspects of application change delivery, including ERP change conflicts within a release. As a long time Panaya customer, we are confident that the new offering will enable organizations to become agile and deliver innovations faster.” “Amazing product and a must have! We have saved so much time and many headaches.”
  • 17. Proven Success with over 1,600+ Customers Established 2006 Acquired by Infosys - 2014 Bringing Agility to Enterprise Applications Powered by: › Change analytics › Enterprise applications domain expertise › Machine learning & Crowd wisdom technology › Over 300 testing customers › Over 9,000 projects (5,000 business process implementations) › Over 5,000,000 test scripts › Over 50 Traditional ALM solution replacements Solutions: › Enterprise Agile Delivery Platform › Test Management & Automation › Impact Analysis and Risk Mitigation
  • 18. Why Are We Different RDx for SFDC is the only solution that delivers real time insights into risk and quality. Based on those insights you can automatically generate corrective actions for safe release to production. We do this prior to developing code
  • 19. Poll number 3 › Would you like a demo? › Absolutely › Not just yet
  • 20. The path to destination certainty: Remove the guesswork with Panaya RDx See RDx working for you, sign up for your trial now See the change dependencies Pinpoint the impact areas so you can foresee & resolve your risks You deserve daily certainty

Editor's Notes

  1. How many of you have ever had to make a change to a field or metadata and you are not certain what’s going to happen ? it Happens quite a lot. the older your org. gets you got stuff you don’t know is there, Stuff that others made that you ave inherited ot even stuff that you made and you ask yourself “what is this ? “ After it gets so big and so complex, not really knowing how this little tweak is going to affect the way the gears turn on the other side about 6-7 steps later. That is pretty harrying. especially when you make a change on Friday…..and then you get a call from sales saying everything is broken
  2. Started as vanilla Implemented code Inherited – who did this You did a few years back – why did I do this ? This is the status of today’s salesforce environment for many companies, - a completely different solution than what you started with, one that presents risk for every customization change you want to make. Is this something you have seen in your org? Have you inherited a messy system or even find changes you made several years ago seem risky today?
  3. No worries Norm, such a solution exists:
  4. Resolve risks and ensure quality ahead of time with A detailed summary of entities impacted by: daily modifications, scheduled releases or major projects A list of development and customization tasks, derived from project scope and assigned to team members Test plan scoping according to impacted entry points Continuous risk assessment and multidimensional views of potential risks
  5. Started as vanilla Implemented code Inherited – who did this You did a few years back – why did I do this ? This is the status of today’s salesforce environment for many companies, - a completely different solution than what you started with, one that presents risk for every customization change you want to make. Is this something you have seen in your org? Have you inherited a messy system or even find changes you made several years ago seem risky today?
  6. Establised in 2016 Panaya has proven success with over 1600 customers and 9000 projects – we are powered by change analytics, SFDC domain expertise and machine learning and crowd wosdom. Our customers have achieved great success with our prodcuts from there mouths: “Amazing product and a must have! We have saved so much time and many headaches.” – Kelly services “An essential app for any admin or developer, a definite must for any semi-complex org” – Telogis
  7. Current tools such as Autorabbit, Flosum, Copado are considered as perceived competition are focused on continuous deployment of delivering change to production However, there are no insights if they deliver the right things to production. (=’Garbage in, Garbage out’)  
  8. We understand the stress that comes with your position We believe you deserve daily certainty, you deserve to know Show the change dependencies Pinpoint the impact areas so you can foresee & resolve your risks RDx = Release Certainty