Start by documenting this new process. Document the object the fields are going on, the fields (and what each one is for), and then who in Sales is requesting these changes. Then, as you are doing that, you remember the project you did last year that touched this same object, and you document that process (from what you can remember).
Full Answer
What processes should be mapped in Salesforce?
Any processes that occur more than once in your organization should be mapped, even if all or a part of the process happens outside of Salesforce. There are many process mapping tools available; however you can also simply use a pen and paper to get the job done.
What is documentation in Salesforce?
Documentation – the What and the Why. Documentation is more than the list of what metadata you added in a new release in Salesforce. We need to add why we added it as this gives greater insight into how it is used. In the OrgConfessions, #1 business analysis is business process maps and requirements that explain why you made the changes.
How to add documentation to Salesforce metadata items?
Add or link the documentation to the Salesforce metadata items in the Data Dictionary. At the heart of this is the WHAT (Org Data Dictionary) which lists all the metadata items. Attached to each metadata items are the HOW (process maps, data models) and the WHY (documentation and requirements).
How do I create a sales process in Salesforce?
Create a sales process in Salesforce by following these four steps: Define your Opportunity Stages. Create the fields that your sales process needs. Add custom features to control your sales process. Embed hints, tips, and materials that help salespeople with each stage in the sales process.
How do I create a field map in Salesforce?
To map these objects, follow below steps;Navigate to Setup, in App Setup and click on Customize. Then, select Leads >> Fields, the lead fields will get displayed in the screen.Click on Map Lead Fields button in Lead Custom Fields & Relationships section. ... Click on Save.
What is the use of field mapping in Salesforce?
When you subscribe to a field in Salesforce to Salesforce, you map it to a field in your org. This mapping syncs updates between the fields for all shared records. Before you map fields, look at these important best practices.
How do I create a custom field in maps?
From the object management settings for leads, go to the fields section, then click Map Lead Fields. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead.
How do I map opportunity fields in Salesforce?
Navigate in Engage to your Salesforce settings by clicking the blue button on the left side. Click the Settings tab. Under the Opportunities section, in the Field Mapping area, click the pencil icon to edit. Click a tab to map how each field should map for each activity type: Fundraising, Events, or Peer-to-Peer.
How do I lead a map in Salesforce?
Map Lead Fields to Accounts, Contacts and OpportunitiesClick the gear icon in the upper right and click Setup.Click the Object Manager tab.Click on the object you want your Lead field to map to (Account, Contact, or Opportunity)Click Fields & Relationships in the left navigation.Click New. ... Click Next.More items...
How do I map a field from one object to another in Salesforce?
Create Staging FieldsGo to Setup, then click Object Manager.Find and select the NPSP Data Import object.Click Fields & Relationships.Click New.Select Picklist, and click Next.Enter these details: Field Label: Donor Survey Status. ... Click Next, then Next, then Save.
How do I create a data mapping document?
The data mapping process in 5 stepsIdentify all data fields that must be mapped. ... Standardize naming conventions across sources. ... Create data transformation rules and schema logic. ... Test your logic. ... Complete the migration, integration, or transformation.
What is Salesforce maps?
Salesforce Maps is a location intelligence and map visualization tool that integrates with your Salesforce CRM, simplifying territory management. With Salesforce Maps you can create territories for your field sales reps and easily see the outcomes.
What is lead field mapping in Salesforce?
When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records. Lead Field. Maps to. Address.
What is IsWon in Salesforce?
IsClosed indicates any StageName where its Type is set to either Closed/Lost or Closed/Won. IsWon indicates any StageName where itsType is set to Closed/Won.
What is custom field mapping?
0:094:21HOW TO CREATE CUSTOM FIELD MAPPING IN SALESFORCEYouTubeStart of suggested clipEnd of suggested clipSo whatever you have a custom field with a lead and you can direct to see where that actually whereMoreSo whatever you have a custom field with a lead and you can direct to see where that actually where that value goes to when you convert it and in a minute here we'll go into the salesforce. Example.
What is lead conversion process in Salesforce?
Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect.
How to migrate to Lightning?
Here are some examples that we hear about from customers: 1 To migrate to Lightning we need to understand how to simplify page layouts, validation rules and automation, and fix the migration issues for Accounts, Contacts and Opportunities. 2 Users are complaining about slow page loads and busy page layouts so we need to look at the Case Object and how to reduce the fields on the page layouts 3 We’ve reached field limits on the Lead Object so need to work out which we can delete 4 There are multiple process builder workflows that all seem to do the same thing on the Product object.
Do you need to create documentation in Salesforce?
No need to create extra documentation. At a minimum, fill out the descriptions in Salesforce. Best case, your Release Management processes says you cannot go live unless there is the minimum level of documentation. A quick 280 characters or photo that will be gold dust in 6 months time.
Why do we need a process map?
Process maps help you look at existing workflows in a new way and help you keep your focus on strategic planning.
Why is process mapping important?
Process mapping also helps reduce costs, improve team performance, and increase employee satisfaction.
What is business process mapping?
The main purpose of business process mapping is to show the relationship between the steps and the inputs of a business to establish a clear, consistent, and concise result.
Define your Opportunity Stages
Few companies find the standard Opportunity Stages in Salesforce match their sales process.
How To Change Opportunity Stages In Salesforce
However, there’s more to building a sales process in Salesforce than merely modifying the Opportunity Stages.
Create Fields That Support Your Sales Process
Next, define the fields in Salesforce that support your sales process.
Add Custom Features That Control Your Sales Process
The most widely used control feature in Salesforce is the validation rule.
Embed Useful Sales Process Features
Three ways you can use Salesforce to add value to the sales methodology are:
Why document?
Documentation – The What and The Why
Why Now?
- Why don’t we document? 3 reasons. No time. Not a priority. No business case. Let’s deal with each of them:
Documentation Approach
- The challenge we hear all the time, is “My Org is such a hot mess. I have no idea where to start”. We have this simple 3-step approach that is practical, achievable and helps you make measurable progress. It is described in detail in the free ebook Chaos to Control elements.cloud/chaos Look at the lifecycle of an object that you are struggling with. You probably have a very clear view of you…
Maintaining A Data Dictionary and Managing Documentation
- You can use the free office tools, build custom objects in Salesforce, or use paid AppExchange apps to build and maintain the Data Dictionary and manage the documentation. Every approach has its cost. Free is not free. That’s why we are paying to use Salesforce to manage our customer data and not still using lots of disparate free spreadsheets, rig...
Build Strong Documentation Habits
- The quickest and easiest time to add documentation is “in the moment”. It is fresh in your mind, you remember the rationale- the why. “I will do it later” “There is no ‘Later’” Nike said it best back in 1988. “Just Do It.” Take the example of a validation rule. It takes 30 mins to build, validate and test. It could take 2 hours to work that out 3 months later. Adding documentation takes 5 minute…
Quick Wins
- There are some quick wins that can give you a huge return in a few hours, and can build the business case for a more robust approach and tools. We wrote a book called Rapid Resultswhich sets it out in more detail. The book suggests 3 areas: 1. Remove fields from page layouts:Simplify page layouts which will speed up page load times, engage end-users and reduce data entry error…
Elements.cloud Catalyst
- What Admins and Consultants have been searching for is a simple, easily implemented and repeatable approach for clean up and documentation. It also needs to work no matter the size or complexity of Org structure. And it must be broader than Salesforce. We’ve spent the last 4 years building Elements Catalyst to provide a robust tool that support all the Org documentation issue…