Salesforce has been the big focus of this week. Me and a colleague (Andrew in Aberdeen) are going to be taking over responsibility for maintaining and updating Salesforce for the four clients (Boots, Leonardo, Thales and Clydesdale Bank) that use it for customer relationship management. Whilst not requiring too much attention each week to keep things running smoothly, the software is expansive and easy to get lost in so there is going to be a fair bit of training before we can take over the reins in March.
After an introduction to what each account specifically uses Salesforce for (Thales uses it for purchasing, Leonardo do some contract work for example), I began playing around in a developer environment; getting comfortable and running through some test scripts much like I’d done in Oracle Fusion. Yesterday I had a trip out to the Preston office for a day of knowledge transfer. A lot was covered, starting with the basics of how case management works for Clydesdale Bank who have the simplest out of the four systems. This was broken down in to more detail and expanded to include parts relevant to the other accounts. Potential problems were detailed throughout as they came up, such as how changes to one interlinked custom field could have effects down the line and potentially break part of a different account’s process. Workflow rules, forms, layouts, standard vs custom objects were some of the other topics covered; all the while gaining useful insight into the history and practices of the accounts and of Salesforce.
Finally, we touched on a large 2020 upgrade that we’ll have to undertake this year. This is from the current Salesforce Classic to Salesforce Lightning: a sleeker, new build with better functionality that’s been under development for the past few years. The knowledge transfer was really useful, and I’m excited to have a mini-project like this that I can take a lot of responsibility and independence on. Hopefully I’ll feel the same way come March!

