Patson Settachatgul & Mark Jones

1. #TargetXSummit
Admin Tools and Best Practices
Patson Settachatgul & Mark Jones

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● Introductions
● Problems & Solutions We've Faced
● Questions

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● Salesforce Architect at TargetX
● Salesforce Dev/Admin/Architect - 8 Years
● TargetX CRM Client - 7 Years
● Director of Enrollment Technology in
Higher Education - 11 Years
● First Summit as an “Xer” (first as a client
was 2009)

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● 15 years of experience
working in Higher Ed
software (Embark, Hobsons,
TargetX)
● Currently a Development
Manager at TargetX
● Working on the Online App
Team

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TargetX Permission Scanner
● Run scans on users to validate their permissions
○ Other Internal Users (Using Admin: Login As)
○ Site Guest Users
○ Community Users
● Generate permission sets for TargetX products

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● Permissions for Packaged
Components
○ Ever had to install a package and the install
guide tells you to “Install for All Users”?

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● What if that’s not a feasible solution for your
org?
○ Some users only need access to certain
components of the package
○ What about the Profile option?

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● Solution…
○ “Install for Admins Only”
○ And Utilize Permission Sets

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● Permission Set Considerations
○ Permission sets cannot restrict access - they only extend access
○ A user can have one profile but many permission sets

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● Why doesn’t TargetX package permission
sets?
○ Salesforce limits what can be included in a
packaged Permission Set
○ We’re starting to!

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● How do we bridge the gap?

16. Permission Scanner Demo

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● Scarey
● Pushing changes from sandbox to
production
● Unit tests
○ Like vitamins. No one likes to take them, but
they're good for you

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● How Do We Not Be Afraid?
○ Make Your Change In A Sandbox
○ Unit Test *
○ Automated Tests †
○ Manual Test Script (Write it down)

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○ SFDX
○ Group Assignment Migration Tool
● Migrations between orgs are a pain in the X
○ Ant Migration Tool
○ TargetX Online App Form Migration Tool

21. Online App Form Migration
Tool Demo

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● Challenges
○ Preserving primary sources
○ Reporting on multiple sources
○ Contending with merges

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● Existing Tools
○ TargetX Source Triggers
■ Lead Source Preservation
■ Source Field Management
○ DemandTools

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● Source History Tracking
○ Create “Control” fields and a related Source History object
○ Update your data mappings to use these new “Control” fields
○ Only change primary source field when needed | Create related Source History records
■ Use automation to do the heavy lifting
■ Clicks not code: Lightning Process Builder

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● Process Builder Considerations
○ Ready for primetime?
■ Record Locking & SOQL Limits
■ All or nothing transactions
○ Summer 18 Improvements!
■ Enable Process Queries to Execute in Batches
■ Enable Partial Saves
■ YMMV… Test!

28. Source Management Demo

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● Managing credentials
● In progress development on multiple sandboxes
● Full sandboxes cost $$$
● Creating test data is a pain
● Managing configuration

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● https://developer.salesforce.com/tools/sfdxcli
Create New
Scratch(Sandbox)
Orgs Assign Aliases
For Orgs
Import Test
Data
Scratch Orgs
Automatically
Expire
Deploy Metadata
Without UI/Change
Sets
Automate
Installation of
Packages

32. Demo SFDX

34. ● Analytics
○ Summer 18: Filter on OId/New Values in
History Reports
○ Spring 18: Subscribe to Dashboards in
Lightning
○ Summer 17: Subscribe to Reports in
Lightning
● Process Builder
○ Summer 18: Enable Flow and Process
Queries to Execute in Batches
○ Summer 18: Enable Partial Saves
○ Summer 18: Monitor Process and Flow
Usage Against Per-Transaction Governor
Limits

35. ● Communities
○ Summer 18: Keep Links in Forgot
Password Emails from Expiring
Prematurely
○ Summer 18: Set Different Login Policies
for Salesforce and Community User
○ Summer 17: Stay on Top of What Happens
in Your Communities with Global
Notifications
○ Summer 17: Migrate Communities with
Change Sets
● Fields & Formulas
○ Summer 18: New Time Field Data Type
○ Spring 18: New WEEKDAY Formula
Function

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Thank You
Mark Jones -- mark.jones@targetx.com
Patson Settachatgul -- settachatgul@targetx.com