How to Prepare for Web-to-Case and Email-to-Case

Email-to-Case will automatically create a case from an inbound email. It will use the senders email address to associate a contact to the case and the content of the email to auto-populate case fields. All attachments and subsequent replies will be associated with the case and it will trigger assignment, auto-response, escalation, workflow rules and … Read more

0008 Salesforce Quick Actions

Object-specific actions There are several types of object-specific actions. During set up of your actions, if you remove a required field, you cannot complete the saving of the action. Required fields must be left on the action layout. Practice Drills Global actions You create global actions in a different place in Setup than you create … Read more

LeSS: Retrospectives

The Retrospective is a critical part of succeeding with software projects. I have seen many teams ignore this and as a result be less effective than they could have been. Other teams that do retrospectives just use it as an opportunity to say what went well, what didn’t go so well and what could be done better next time without actually doing anything to improve their process.

In the LeSS framework, you will undertake two retrospectives. The first will be at the team level where individual teams inspect and adapt their ways of working and processes, and the second will be at the product level where all teams (or suitable representatives from all teams) gather to inspect and adapt the whole system.

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Continuously integrate during development

Once development teams have created their sprint backlogs they are ready to begin development. During a multi-team development effort, it’s important to integrate code continuously. This is one of the main differences between an agile and waterfall approach to development. First of all teams must be cross-functional feature teams. This essentially means that each team … Read more

LeSS: Sprint Planning Two

If Sprint Planning One is for teams to clarify backlog items as a group and select which items they take into Sprint Planning Two (SP2), then SP2 is for agreeing design decisions and creating the Sprint Backlog. The LeSS approach to SP2 would look like this: Part 1 (Teams working on closely aligned items can … Read more