Audit9 Blog

This post is the second in the Salesforce Standard Reporting series and serves to outline the capabilities and constraints of the standard Report Builder. I’m using the term Report Builder loosely here as a term that groups the majority of the on-platform standard reporting capabilities. The key message of this series is simple; a solid […]

A key contributor to the successful implementation of Salesforce is an informed approach to reporting. I’ve said this many times and have been meaning to complete this short set of posts for a long time. The basic idea is that the delivery of key reports and analytics on-platform using the standard reporting tools should be […]

Once again a new release is almost upon us – this time it’s Summer ’15 with its suitably summery ice cream van logo. The rollout starts on May 8th for sandbox instances, followed by NA production instances on May 22nd. EU instances will be upgraded on June 13th. If you can’t wait until then, Summer […]

In advance of taking the Spring ’15 certification maintenance exams I’ve been reading the release notes one more time, with a focus on the broader picture, not just the platform elements and headline features that catch the eye during the pre-release phase. I tend to follow this regimen for every release and inevitably the detail […]

A fit-for-purpose sharing architecture is one of the fundamental elements that underpin a secure and performant Salesforce implementation. The sharing architecture defines the record-level visibility model and should be subject to periodic review and refinement to reflect shifting organisational factors. The most efficient sharing models make full use of implicit sharing via the Role Hierarchy, […]

In most cases software implementation projects start off with a clear vision of the various macro-level influences, constraints and directives that define the shape of the project at the outset. During the initiation stage the clear, consensus view on the project principles influences fully the micro-level decisions taken in terms of architecture, solution design, resourcing, […]

With Christmas a distant memory (well almost) it’s time to turn our attention to the next big event on the calendar, and no not New Year, I mean the Spring ’15 release of course. The key dates for the Spring ’15 release are outlined here, the detailed rollout schedule can be found in the usual […]

This brief post serves to clarify the sharing model related to Activities, i.e. Task and Event. For most implementations a public sharing model for Activity is highly appropriate and a necessary element of the CRM process. In some cases however a private model is required, perhaps where strict visibility rules must be applied in respect […]

One of the more interesting (but low-key) functional enhancements to arrive on the Salesforce platform over recent releases is Topics. A Topic can be viewed as a consolidation of the collective enterprise intelligence around a specific term or theme, across both the collaboration dialogue and the business processes managed within Salesforce. In practical terms this […]

Environment Hub was announced back in August 2012 and was initially made available as a Pilot feature of the Winter ’13 release. This post follows up (some 2 years later) on my initial interest in understanding the utility Environment Hub delivers in the context of environment/user management. Environment Hub – What is it? In simple […]