Path 10: Keep your Org Healthy and Updated
In Part 10 of my series on Salesforce Administrator Guide: Propelling your Career Forward, I think it’s important to discuss how to keep your org healthy and updated. It’s so easy to become bogged down in the day-to-day shuffle, as you’re hustling to finish projects on time, and deliver great customer service to your internal users, however, I can’t stress enough the importance of keeping your Org in top shape as those hours turn into months or years. Salesforce does a great job of providing resources to utilize so you’re more familiar with org limits and general health, but it’s really up to you to make use of that information.
Because of the breadth of Salesforce, I’m going to go over just two features that you can use as an Admin to check in on the state of things, but that can help you in staying aware and planning on the next steps you’ll need to take moving forward to keep your org healthy.
In Setup > Quick Find, you can find the Health Check with a simple search. This feature shows you how well your org compares to expected Salesforce security standards. You can find more information on each of your risks, and identify which are high, medium, or low risks. It also shows you areas where you are compliant, so you can see the progress you’ve made as you work through what needs to be addressed.
Image: Health Check of your Org
This is a great tool to utilize a few times a year so that you can plan out the updates you need to make and prioritize time for making critical changes for the sake of the org, versus enhancements that are “nice to have”. When this is paired with the next tool, you’re sure to rest easy with feeling empowered to make the necessary changes for your org to function like it should.
Release Updates is new, as of Summer ‘20, but encompasses the older “Critical Updates” section you may have seen in the past. I have to say, this is much better! It’s easy to become overwhelmed with release notes and trying to figure out which updates and enhancements are great for your org. Now, you can do a quick Setup > Quick Find search for “Release Updates” and see it all laid out, with no 500+ pages of reading necessary!
Image: Release updates let you know what needs to be done now!
This is great for letting you know what is past due, due soon, or overdue and helps you break down the changes into actionable steps, with links to appropriate documentation, as well. It also tells you why this particular update is necessary, so you can better prioritize which changes really need to be made first. The archived tab contains enhancements that may have been baked into newer releases or are no longer applicable. Either way, this saves you time and can help you plan for emergencies that need to be addressed immediately.
Well, that wraps up my 10 part series of my Salesforce Administrator Guide: Propelling your Career Forward! I hope you have learned some great information along the way, and feel more empowered to tackle that next big goal you’ve set for your upcoming weeks, months or year. You absolutely can be an amazing Salesforce Admin, and I’m honored to have been a part of your journey!