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Bhawani Sharma
Org Review
When someone ask you to do an org review, what all you consider in that? I have been considered below points yet:
Regards,
Bhawani
- Storage Usage
- Data Quality
- Profiles
- Chatter
- Salesforce1
- Field Trip
- Customization
- Notification Banner
- Home Page Links
- Full Sandbox
- Version Repository
Regards,
Bhawani
Interesting question.
I will add few items in your list:
- Salesforce Edition
- Sandboxes availble (full, partial, dev)
- License Type
- No. of used & unused licenses by type
- Company information (currency, multicurrency, org details)
- Profiles, Permission set
- OWD ,sharing rules
- Custom apps, Console
- Custom objects & Schema (relationship between objects)
- Configurations (point & click rules)
- Customization ( apex, Vf etc)
- Apex & API Usage
- External integrations & apps
These are some important aspects which I think are necessary for org review.Feel free to add more.
Thanks,
Pratik