As a Salesforce Admin you’ll have plenty of opportunity to troubleshoot issues. Here’s a list of Do’s and Don’ts to help in this often-challenging endeavor. Do ask users for the URL/Link to the record, for troubleshooting issues with records.
Full Answer
What are some common problems in Salesforce?
So let’s take Gene’s advice and work some common Salesforce problems. 1. Low Adoption Alan Weiss said “You can teach skills, but you coach behaviors” on The WorkTalk Show (iTunes link). This sentence is important to remember because low adoption is often the result of poor skills and bad behaviors. Only part of which can you tackle.
What are the Admin responsibilities of a Salesforce Org?
This guide is broken into categories, as admins have wide-ranging responsibilities: Having a healthy and efficient Salesforce Org is critically important for both the speed of your Org and its long-term health. Do perform the Salesforce Health Check on your Org and take the necessary recommended actions under the ‘Fix Risks’ button.
How to improve the performance of your Salesforce Org?
Do perform the Salesforce Health Check on your Org and take the necessary recommended actions under the ‘Fix Risks’ button. Do test record pages with the ‘ Analyze’ button and follow the Performance Tuning Tips.
Is Your Customer Service team frustrated with Salesforce?
Thats right- contracts, then customer service. Doing it the other way around causes a gap in the data, a gap in the process, and your customer service team frustrated. Maybe the directive is just to ‘get everyone on salesforce’.
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How do I troubleshoot Salesforce?
Troubleshooting Tips for SalesforceStep 1: Work through the question. Easy, you cry! ... Step 2: Check you have answered the question. I'm an ex-IT professional and sometimes it shows! ... Step 3: Google! ... Step 4: Create Dummy Data. ... Step 5: Use Data Loader and IDs to speed things up. ... Step 6: Compare and Contrast. ... Step 7: Crowdsource.
Why can't I log in to Salesforce?
Troubleshoot your Salesforce login Confirm your login credentials (username and password) are correct. Note: Usernames are not Case sensitive. Reset your Salesforce password. Confirm your browser bookmark directs you to the correct login page.
What is OAuth error in Salesforce?
Errors can occur during OAuth authorization. For example, a user denies access to the connected app or request parameters are incorrect. When errors occur, the authorizing server sends an error code to the callback URL with an error code.
What are the login types in Salesforce?
LoginType is the type of login, for example, Application, OAuth, or SAML. Label is Login Type. Please refer below link. Moreover, also please refer below link which explains in detail each of the login types means in the Login History page.
Written By... Paul Ginsberg
Paul is a nonprofit specialist and Golden Hoodie. He's active on Twitter as @NaturallyPaul.
Step 2: Check you have answered the question
I’m an ex-IT professional and sometimes it shows! Far too often I have given an answer without double checking. Or said “That’s done” without proving something is working.
Step 3: Google!
I should add at this point that I had tried to look on Google, but a search on “Salesforce” and “Files” is a bit too generalised.
Step 4: Create Dummy Data
This is still technically part of the “Test” phase. Most things are. But basically, if you have a theory, try it out in practice.
Step 5: Use Data Loader and IDs to speed things up
I wasn’t doing too well – certainly not finding the right files. Then inspiration struck!
Step 6: Compare and Contrast
Ok, this didn’t match my earlier findings (where that line hadn’t shown up at all). Was I going mad?
Step 7: Crowdsource
To be frank, even discussing the question out loud helps as it makes your brain reconsider the topic from different perspectives. If that fails, ask on the Salesforce Trailblazer Community. There are local groups, vertical-related groups, as well as many feature-specific groups.
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System Performance
Having a healthy and efficient Salesforce Org is critically important for both the speed of your Org and its long-term health.
General System Administration
This category includes foundational Salesforce Do’s and Don’ts for an Admin’s day-to-day job.
Change Management
In this section, we’ll explore some key Do’s and Don’ts for deploying components and related tasks. In most Orgs, it’s recommended to use lower-environment sandboxes for configuration and development, and then deploy to Production.
Troubleshooting
As a Salesforce Admin you’ll have plenty of opportunity to troubleshoot issues. Here’s a list of Do’s and Don’ts to help in this often-challenging endeavor.
Security & Access
In this section we’ll review some Do’s and Don’ts for OWD, Profiles, Permission Sets, FLS, and more.
App Building
For this section, we’ll explore App Building Do’s and Don’ts, plus related activities.
Working with your team
Let’s not forget about the all-important soft skills. It all starts with clear communication.
Low Adoption
- Alan Weiss said “You can teach skills, but you coach behaviors” on The WorkTalk Show (iTunes link). This sentence is important to remember because low adoption is often the result of poor skills and bad behaviors. Only part of which can you tackle. No matter how much you teach the skill logging calls, etc. if management and staff don’t reward those good behaviors you might a…
Starting Governance
- Governance for small companies or single department implementations. But governance- despite it’s ‘big brother’ feel is really a good thing for Admins. It helps us display our skills- what we have implemented, and show new features that are coming in a release. Governance is much like mission control in Apollo 13. They have the ability to see the whole picture and offer advice, and …
Lack of Vision
- Salesforce can be a tool that originally starts in one department- like sales or customer service and when they start out-performing other departments it won’t take long before you have several decision-makers at your door. Believe me when I tell you I have been in organizations that were all over the place in terms of Salesforce useage. So how do we work this problem? First, a…
Field Hoarding
- Kevin O’Hara wrote about this previously, but it will always continue to be an issue. The preverbial ’10 checkboxes’ issue is usually caused by an inexperienced Admin or user creating fields based on a spreadsheet or lack of knowledge about how the data will be reported. So let’s work this problem- first find out what reallyneeds to be reported on. If 10 checkboxes is what they have tr…
Managing Change
- This one is a biggie for me. And for the first few years of being a ButtonClick Admin I was guilty of just making changes. So here is my advice for you – DON’T. First, not every request is ‘on-fire’ or an emergency. Here is my suggestion to work this problem. 1. Establish a cadence for change- new record types, page layouts, etc. are deployed on th...