Showing posts with label knowledge. Show all posts
Showing posts with label knowledge. Show all posts

Wednesday, July 25, 2018

Engaging and working on Ideas using Salesforce

Use Case


I was answering this question End user adoption/understanding in Stackexchange and thought of having this use case. 

Usually the project team has an idea and they build a few features, alerts, dashboards, etc.
Yet, vendor often see that end users do not always understand everything we built. Vendor has noticed that his notes/guides tend to be somewhat technical, but maybe he should build some sort of knowledge base that tells the user 'alert 1' does XYZ.
How do you tackle it?

Probable approach


  1. If vendor has an idea then post this idea in chatter and get votes on this idea. Also, vendor should make sure users are adopting Chatter quite well, otherwise, ideas will not reach to the broader audience.
  2. Before actual implementation, vendor needs to engage your user on what you are planning to implement and how business will get benefited (either by, improvement of productivity, cost etc.)
  3. Show and Tell approach - Vendor can create a mock application to show customer and get customer's feedback and confidence.
  4. After implementation, vendor should create a Knowledge article, so that business can understand the effective use of the use case or need. Knowledge article should be readable and sometimes use of context sensitive pictures and flow charts helps users the understand the context.
  5. Easy access to the Knowledge article, so that when customers need it they will have it.
  6. Engaging them in Chatter when vendor comes up with this implementation.
  7. Taking feedback periodically, how Customers are using this feature and what's their suggestions for future improvements.
  8. Build continuous improvement process at your organization.

Wednesday, May 2, 2018

Retain your knowledge using Salesforce Knowledge

Motivation behind this


Many a times, we have seen that when we come across a good information about a code snippet or documentation which has been used personally or professionally in project we use to save at our system. Sometimes we take a backup of the code using Force.com IDE.

But at times those are either not searchable or easy to find it when we need it.


Proposed Solutions

Create your own knowledge base

Idea of leveraging Salesforce knowledge to create own knowledge base which will help knowledge sharing, knowledge retaining, documenting tips & tricks, learning from POCs done in projects etc.
Here is my knowledge base tips and tricks


Use of data category to filter out relevant search



Keyword search



Example of an article (taken from my own answer at http://salesforce.stackexchange.com)


To create Salesforce knowledge, refer Getting started with Knowledge trailhead.


Salesforce provides nice knowledge management functionality which helps to retain our knowledge. We can create 100 articles in Developer edition.

If we can develop this and keep creating articles then it will be a huge effort saving on day to day  work and for future reference.

Appreciation from Salesforce


The above blog post has been appreciated by Salesforce in twitter.