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Risk-Free Customizations in a Mature Salesforce Org
- 1. Risk-Free Salesforce Changes Introducing Panaya for Salesforce Stuart Bierig, Director of Pre-Sales, Americas sbierig@panaya.com +1-917-685-7298
- 2. • Challenges In Customizing Mature Orgs • Product Demo • Review of Differentiating Features • How It Works • Panaya Overview • Q&A Agenda
- 3. “Every Salesforce change risks breaking one of hundreds of data and process customizations, integration links, and third-party add-ons… Every change requires long and expensive impact-analysis Source: Forester, April 2017
- 4. 0 1000 2000 3000 4000 5000 6000 Field Report Apex Class Email Template Workflow Rule Workflow Field Update Visual Force Page Workflow Email Alert Validation Rule Dashboard Page Layout Apex Trigger Visual Force Component Assignment Rule Entry Flow 40,000 Components 100,000 Inter-dependencies The Salesforce Ripple Effect I’m just tweaking a single field…
- 5. Flatten the sales organization, removing layers of middle management Enable mobile device support for core sales activities Consolidate opportunity stages to optimize the sales process Tweak Approval processes to only focus on key deals: › Opportunities in advanced sales stages › Amount > $1MM Patrick VP of Sales Demo Scenario: The New Sales VP “I just want to tweak the existing sales process…”
- 6. Regaining CRM Agility How can I effectively scope my Salesforce requirement? How can I deliver changes faster? How can I ensure risk-free change implementation? Now lets see how Panaya handles change Live Demo
- 7. Instant insight into impact Change and test the right things Visibility into risk & quality Fast & Safe Salesforce Changes
- 8. Panaya Analytics Engine › Defined scope plan › Dev plan with impacted components › Risk-based test plan › Deployment-ready package Real-Time Visibility Into Change Impact Reduce Time, Cost and Risk of any Salesforce Change by 30-50% Component Metadata & Usage
- 9. Panaya - Established 2006 | Acquired by Infosys - 2014 Powered by: Patented change analytics Enterprise applications domain expertise Machine learning & crowd wisdom technology Bringing Agility to Enterprise Applications: Next Generation Impact Analysis Test Management & Automation Accelerated ALM Proven Success with over 2,000 Customers
- 10. Winning Solution Endorsed By In the Magic Quadrant for Enterprise Agile Planning Tools In the Forrester New Wave for Value Stream Management Tools Endorsed By A Proven Solution Panaya RDx for Salesforce
- 11. See the change dependencies Pinpoint the impact areas so you can foresee & resolve your risks Experience Panaya’s next-generation impact analysis via a tailored demo Reduce time, cost and risk associated with any Salesforce change by 30-50% The Secret Sauce of Safe Salesforce Changes
- 12. Q&A, Next Steps Stuart Bierig, Director of Pre-Sales, Americas sbierig@panaya.com +1-917-685-7298
- 13. For greater collaboration and management Integrations
- 14. The ROI of Panaya Eliminate Go-Live Errors Achieve Release Certainty Deliver Change Faster
Editor's Notes
- Hi - thanks a lot for making the time for our session. Today, our aim is to demonstrate how customers are using Panaya Software to implement an Analytics driven, Risk Based approach to making changes to their salesforce
- Can we change it to: Panaya : accelerating change
- Salesforce dotes itself on easy customizations but what many orgs today are faced with is more complexity. With each new customization comes more dependencies and every salesforce change risks breaking
- Who built what? And when? Inter-dependencies will add complexity to your development, testing, go-live issues, Support, etc.
- Continuous risk assessment and multidimensional views of potential risks Detailed summary of impacted components Test plan scoping according to impacted entry points
- First click - extraction and analysis of metadata on nightly based Second click – brining in the change request from the tools you already use or within Panaya itself Third click – the result is visibility into change impact so that you can gain Defined scope plan based on impact - BA Listed components to change - Dev Risk based test plan - QA Deployment ready package – Admin/Dev and we refer here to XML package to be used in deployment
- Panaya is a software company founded in 2006 and our mission is to help large Enterprises accelerate time to market by introducing application changes BOTH fast and risk free. We do this through an Intelligent Release Management platform that is currently deployed by more than 2000 global clients.
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