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Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

This is a cross post from the Cloud for Good blog. Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a system administrator to be aware of which instance your organization is on.  You can find your Salesforce instance by looking at the URL once you’re logged into your Salesforce organization.  Your instance is the combination of letters and numbers after “https://” and before “Salesforce.com.”  If you’re a client in North America it will start with “na” followed by a number.   Why is this bit of information useful?  This is what you need to look up the system status for your Salesforce organization if you’re experiencing issues.  Salesforce posts the system health for each instance on a daily basis, noting if there are any known service disruptions or performance issues.  You can find that information by clicking here.  Also when Salesforce rolls out a new release, the date and time your organization will get the release is determined by your Salesforce instance. Because of the rapid growth of Salesforce, there are times when a particular instance’s performance starts to be impacted.  When Salesforce observes this negative performance they take action by moving the instance to a new data center to better accommodate the growth and bring service performance back up to their performance standards. Salesforce has just announced that all organizations on instance NA10 are going to be migrated to a new data center in January, 2014. If your organization is on NA10 your system administrator should have received an email from...

Investing in Salesforce Success

This is a cross post from the Cloud for Good blog. Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. As a Salesforce administrator or champion, you need to be prepared to help your organization through its journey with Salesforce. Chart a course for success by making investments in knowledge, data quality and your users. Investing in knowledge gives you the power to steer the system towards more fully supporting your organization’s needs. Investing in data quality is essential for building trust in the system and investing in users helps build  community around Salesforce. INVEST IN KNOWLEDGE According to the old adage, knowledge is power. The more you know about Salesforce, the better equipped you’ll be to answer user questions, make decisions about enhancements and be a valuable resource to your organization. Salesforce is a platform whose features and functionality increase with each thrice-yearly release.  Your organization’s use of Salesforce will change over time and knowing what the capabilities of Salesforce are is important for maintaining the growth and health of the system.  Learning doesn’t have to be a chore, though. There are excellent online resources and a vibrant community out there for you to engage with. The Salesforce Help portal should be your first stop when you have a question. It’s rich with user guides, videos and support answers.  If you’re looking for help on how to do something specific in Salesforce, check out the Salesforce Foundation’s YouTube playlist of the Top 25 Best Help Videos from Salesforce. The video topics cover everything from...