Integration with Salesforce – Config Manager: PRO feature


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Integration with Salesforce – Config Manager: PRO feature

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Salesforce Config Manager enables you to document your Enterprise Org configuration and then keep track of the impact of changes. This is invaluable as you configure and then continue to improve and upgrade your Salesforce implementation. The 9 min video below provides more insights into how and where the benefits are delivered.

Salesforce Config Manager helps you answer 2 questions:

  • If I change my operational processes what customizations do I need to update in Salesforce?
  • If I update any customizations (i.e. migrate to Lightning) what processes are impacted?

To access the Salesforce Config Manager you need to install the Integration with Salesforce package. It is a standard Salesforce managed package application for Enterprise or Sandbox Orgs – in Lightning or Classic. The Installation and Administration Guide, which also has the link to the installation package can be downloaded here or can be read online at the bottom of this help topic. It takes less than 10 minutes to install, set up the package and configure it.

Each each editor needs a Pro license ($60/month). Take a look at the 9 minute video below to understand the capabilities that the upgrade unlocks for you.

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If you have not seen the preceding video (Salesforce Player Integration) – we advise you to watch that first.

 

 

What does it do?

Salesforce Config Manager enables you to document your Enterprise Org configuration and then keep track of the impact of changes. This is invaluable as you configure and then continue to improve and upgrade your Salesforce implementation.

Salesforce Config Manager helps you answer 2 questions:

  • If I change my operational processes what customizations do I need to update in Salesforce?
  • If I update any customizations (i.e. migrate to Lightning) what processes are impacted?

This requires an upgrade to the Pro Plan.


How it works

Here is a diagram to explains the approach.  Looking at the diagram from left to right.

SALESFORCE SETUP/CONFIG to ELEMENTS REF MODEL: Decide which configurations/customizations inside Salesforce you want to be sync’d into the Elements Ref Model. Just pick the items you want and you will see them in a simple nested list, with a link back into the specific config page in Salesforce.  Using the Elements Ref Model is probably the easiest way to get to the Salesforce setup pages. But it gets better.

ELEMENTS REF MODEL to ELEMENTS PROCESS MAP: Now you can link from any item in the Elements Ref Model to any process step (activity box) in a process map.  That gives you the visibility of how Salesforce has been configured to support each operational business process i.e Qualifying a lead, Converting Lead to Account, Closing a Sale.

Graphic for SF Setup > Ref Model > Docs

 

What this looks like inside Elements and Salesforce is shown in the diagram below, with the linkages. It looks a spiders’ web of links and is hugely complicated. And that is because it is.

One customization to Salesforce may be used in several different process steps and without Elements Config Manager you may never have understood the impact. And as you can see, one process step in “Qualify Lead” may have many changes to Salesforce (VisualForce Page, Email Templates, Approvals, Flows etc).

Shows relationships from Salesforce Setup info to supporting documentation and/or operational process knowledgeYou may have existing documentation (Google Docs, MS Office or others) that add useful background in the context of the Salesforce Configuration that make more sense to attach to the Reference model node than the Process Steps themselves.

Equally, you may have specific nodes/objects which either make no sense to connect to Process steps or where you have not mapped anything within Elements. You may have existing documentation which explains configuration decisions or how things work in different formats and tools. You can also attach those direct to the nodes in Elements Reference Model. Combining existing documentation with your up to date Salesforce configuration structure and relating both to a simple graphical picture of your Operational Knowledge in Elements provides unprecedented visibility.

You can also build Simple Entity Relationship Diagrams (ERDs) in Elements, which means you can also link from Ref model nodes to specific objects in your ERD – and vice versa.


Answering your 2 critical questions

So now, as a Salesforce Admin you can get insights into your Org. You can answer the 2 questions which keep you up at night. Or to put in another way “if I change this, what will I break, and who will shout at me?”

Config Manager Impact Analysis

 


Pricing approach

Installing the Integration with Salesforce package is free. There are Free capabilities and Pro and Enterprise capabilities.

FREE: Salesforce User Provisioning & Single Sign-on, Salesforce Player
Pro: Salesforce Config Manager; each editor needs to have a Pro license ($2/day)

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