Org health and impact analysis

Org health and impact analysis

Summary

You would not start randomly tearing down walls in your house to make more room without first understanding its structure and which walls are load-bearing. You would not buy new furniture for a house you never seen before without first measuring the dimensions of the rooms. Changing your Salesforce Org without a deep understanding of what is in it is likely to do more damage than good.

Elements allows you to understand the usage, structure, size, inter-dependencies and architecture of the Org. It’s like an automated blueprint for the Org.

Learning objectives

By the end of this course, you will be able to:

1. Understand how the organization drives changes in their Salesforce Org and what changes are planned
2. Assess usage of managed packages
3. Document integrations between Salesforce and other systems
4. Scope the size and make-up of the Org
5. Understand what is and isn’t being used in the Org
6. Review the level of documentation of the Org

Prerequisites

You should complete the following activities before you dive in:

• 1. Connect and sync your Salesforce Org ideally with a Production or a full Sandbox so you can understand the usage of records and fields.