In this post I am going to suggest few activity for admins and consultants who are supporting the business in this quarantine time.
1. Updating the account and contact database:
Speak to the sales and marketing team to update the current account and contact database. There are few way as a admin/consultant you can support this activity.
1.1. Creating reports on duplicate records: Duplicate records will be displayed only when you have enabled 'Report' option on the duplicate rule. If you enable now then it will work only for the future records. You have to update the existing records to get the duplicate record item to be created.
Below URL will help you to create the report on duplicate records.
https://help.salesforce.com/articleView?id=duplicate_management_custom_report_types.htm&type=5
1.2. Stay-in-Touch: As you already know stay in touch is retired with summer'17 release, but there is a free app exchange package called 'Contact Update Request' will help you with this stay-in-touch. By using this you can keep contact with current information.
1.3 You can use the free data quality analysis tool to find out your data quality.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016cshEAA
2. Ask the marketing team to create the target list after the quarantine.
This can be done by creating the campaign and adding the target audience.
3. Go through the business process with the team and make sure the system function is matching with the business process. If it's not you can plan for the enhancement.
4. Arrange a webinar session with team and educate the system process and features.
5. Optimizer: Run the optimizer report to review the current implementation and work on the recommendation which you have received in the report.
6. Health Check: Review the standard health check page to make sure it meets the security standard.
7. Upgrading existing package: Client might be using some paid installed packages. Please check with the provider and make sure it is with the latest version. If it is not then plan the upgrade and educate the team with new features.
8. Upgrading the classes: As a maintenance activity you can update the classes with the latest release.
This needs to be first done in sandbox and then deployed to Production.
9. You can clean the metadata and unused fields. You can use Field Trip appexchange tool to find out the unused fields
In this there are few item which you might be already doing as a org maintenance but if you haven't then this might be a right time to do this. If you are doing any other activity please let me know in comment.
1. Updating the account and contact database:
Speak to the sales and marketing team to update the current account and contact database. There are few way as a admin/consultant you can support this activity.
1.1. Creating reports on duplicate records: Duplicate records will be displayed only when you have enabled 'Report' option on the duplicate rule. If you enable now then it will work only for the future records. You have to update the existing records to get the duplicate record item to be created.
Below URL will help you to create the report on duplicate records.
https://help.salesforce.com/articleView?id=duplicate_management_custom_report_types.htm&type=5
1.2. Stay-in-Touch: As you already know stay in touch is retired with summer'17 release, but there is a free app exchange package called 'Contact Update Request' will help you with this stay-in-touch. By using this you can keep contact with current information.
1.3 You can use the free data quality analysis tool to find out your data quality.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016cshEAA
2. Ask the marketing team to create the target list after the quarantine.
This can be done by creating the campaign and adding the target audience.
3. Go through the business process with the team and make sure the system function is matching with the business process. If it's not you can plan for the enhancement.
4. Arrange a webinar session with team and educate the system process and features.
5. Optimizer: Run the optimizer report to review the current implementation and work on the recommendation which you have received in the report.
6. Health Check: Review the standard health check page to make sure it meets the security standard.
7. Upgrading existing package: Client might be using some paid installed packages. Please check with the provider and make sure it is with the latest version. If it is not then plan the upgrade and educate the team with new features.
8. Upgrading the classes: As a maintenance activity you can update the classes with the latest release.
This needs to be first done in sandbox and then deployed to Production.
9. You can clean the metadata and unused fields. You can use Field Trip appexchange tool to find out the unused fields
In this there are few item which you might be already doing as a org maintenance but if you haven't then this might be a right time to do this. If you are doing any other activity please let me know in comment.
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