White Paper
10 Tips for Mastering Changes in Salesforce
Master Salesforce changes by utilizing these 10 tips.
Foresee the potential risk and complexity of a planned Salesforce change, BEFORE going live
Over 3000 happy customers worldwide
Changes to your business mean changes to your Salesforce Org. As Salesforce Orgs mature, they become more complex, the risks associated with change grow, and the ability to innovate and constantly meet business needs becomes more challenging.
ForeSight, Panaya’s Change Intelligence solution for Salesforce, allows you to gain full visibility into the dependencies within your Org. With ForeSight, you can easily identify the exact areas of impact, instantly understand the potential risk, and quickly scope development to ensure high-quality releases, every time.
Lead change management with full visibility into your Org dependencies and impact points to mitigate risk of errors and accelerate change. Select a Salesforce component and instantly see what affects it and what is affected by it.
Streamline your testing processes with risk-based testing to reduce resource inefficiencies, save time and release safely. Accurately determine in advance what will break so you can test only what NEEDS to be tested.
“World Courier use Panaya across our entire organization. We have used it to assist with large scale project deployment and for org migration analysis. We also use it for quick analysis of objects and fields to determine usage and review impact pre deployment into our production environment. Panaya provides the perfect risk impact analysis solution and the level of customer service support is outstanding.”
“Panaya has been a great tool to help us with the recent expansion of our CRM team – it accelerates the onboarding of new hires and gives them a good overview of our org early in the process. Looking forward to the future releases where customer feedback will continue to be factored in the direction.”
“For orgs, young or old, it is easy to never get the full picture when analyzing, testing, and developing components within your environment. Panaya provides a way to know what you should know and presents it in a way that allows for easy action. This tool has been essential for my organization’s evaluation of unused fields and more recently, our migration to Lightning… I would highly recommend this tool.”
“With our org being touched by many previous admins, when I started I had no idea where things were. It was taking average 30 min to 3 hrs sometimes to get my list of scopes to investigate. After using a demo for a week, I was able to quickly pull up what’s impacted and what needs to be look at in 5 seconds. This truly saved a lot of time and saved myself from head banging on the wall to death trying to track down things that were done by other people in the org who are no longer there.”
Panaya has helped us to store so much information in only one Feature: functional requirements, development assignment, approval, testing & follow-up. A newcomer can easily check on the Features per functionality that has been developed so far to get up to speed. We have definitely saved time solving defects thanks to the testing capture functionality & by user assignments of testing steps.
Use the Discovery Chrome Extension to quickly analyze your Salesforce Org’s components with Panaya ForeSight, with just the click of a button.
White Paper
10 Tips for Mastering Changes in Salesforce
Webinar On-Demand
Become an SFDC Change Master
eBook
Salesforce MVPs’ Top 10 Lessons