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ICYMI: Prodly’s August Highlights

Sandra Hegler

Salesforce Administrator

September 5, 2023

Wow, did August fly by fast or what? Between vacations, Dreamin’s, and Dreamforce preparations, we totally get it if you missed some of our recent activities and blogs. But don’t worry—we’ve rounded up the highlights for you here.

The words “in case you missed it” painted on a road.

Webinar: What Is ALM Health?

Sound familiar? The clock’s ticking, and there’s that relentless pressure to release faster. You’re constantly trying to juggle agility with adding value to the business. Toss in limited resources and risk management, and it feels like you’re in a never-ending battle. 

If this is a day in your workweek, you’re not alone.

Max Rudman, our CEO, and Scott Teeple, our Director of Customer Success, feel your pain. That’s why they invited our customers to a webinar about how a robust ALM process can be a game-changer. And here’s the kicker—Prodly’s got your back in this!

They explained how to jumpstart the ALM journey by assessing the core reason behind a change request. Next, they discussed how to steer clear of the chaos of an overcrowded sandbox, prevent broken features, and avoid losing precious developer hours. The highlight of the event was when Max illustrated the power of timely, thorough testing with an example from his SteelBrick days. 

Missed the action? No sweat! Check out the on-demand version here.

Revving Up for Dreamforce

Mark September 12 on your calendars—Dreamforce 2023 is almost here! Our Prodigies have been buzzing with excitement, and if you head over to our blog, you’ll see why. We’re about to unveil a groundbreaking compliance tool that’s already been making waves. We’re also co-hosting a happy hour with RSM, raffling off Ferrari rides at our booth, sponsoring OpsStars at the San Francisco Mint, and throwing the best Dreamfest pre-party of the year!

Navigating Dreamforce can be overwhelming, especially if it’s your first time. Our guide is jam packed with everything from scheduling tips to mastering that impactful elevator pitch. Plus, if the sheer volume of sessions is giving you choice paralysis, our top five session recommendations blog will steer you right with topics ranging from DevOps and ALM to the nuanced world of data protection.

Dreamforce 2023 is shaping up to be an event brimming with innovation and excitement, so keep an eye out for our blogs in the coming weeks to stay in the loop every step of the way.

Effortless Compliance

When it comes to anti-fraud regulations like SOX, C-SOX, ASX, LSF, or UK SOx, there’s no way around it—internal controls are nonnegotiable. And even if you aren’t wrapped up in the labyrinth of regulations, reputable bodies like the AICPA recommend these controls in any business setting. So, the million-dollar question is: Which internal controls should you have in place and why? Our latest blog post breaks this down for you—plus, it explains how automation can be your best friend in staying compliant.

Now, let’s talk about the Herculean task of proving segregation of duties (SoD) for those audit reports. If the mere thought of a SOX auditor’s documentation request sends chills down your spine, we’ve got some awesome news. Gone are the days of piecing together a report from scattered data in your VCS and work management app. With our innovative compliance automation, a thorough and clear-cut audit report is just a few clicks away. No hassle. No stress. Swing by our blog to discover how to make compliance a breeze.

FAQ: Org Merges

Org merges are complicated, so it’s a good thing that they’re few and far between. The downside is that you don’t get as much hands-on experience—so when it’s time for one, it can feel like jumping in at the deep end. To ensure you don’t feel like you’re swimming with weights on, we answer the most frequently asked questions about preparing and performing an org consolidation. 

Now, merging two orgs might be like doing a jigsaw puzzle, but sprinkle in some automation… et voilà! It doesn’t just speed things up—it cranks up the efficiency dial. But hold onto your hats because the benefits of automation for org merges don’t just stop at speed. We’re talking about game-changes like enhanced business continuity, drastically reduced risk, and a solid boost in compliance.

Yes, You Need Version Control for Data

Do you use apps like Salesforce CPQ or Conga Composer? Then you’re no stranger to those migraine-inducing moments when a tiny error spirals into a full-blown production crisis. And even if you have a backup, you’re likely facing days of damage control, pushed-back release schedules, and very unhappy business users.

Now, what if I told you there’s an “oops button” for these situations? Well, there is: a version control system (VCS) for data

Let’s say a hiccup surfaces post-deployment. Instead of going into panic mode, you just roll back the configuration to its prior state. That pesky bug? Quarantine it in a sandbox, and tackle it head-on—all while your business operations keep humming along smoothly. It’s much faster, easier, and less disruptive than restoring from a backup.And there’s more. Check out our blog to uncover the full spectrum of benefits a VCS for data offers. It fosters team collaboration, gives you a crystal-clear view of your change history, and elevates your compliance game.

In Case You Missed It…

From how to merge two orgs to the advantages of version control for data, we covered a lot of ground this month. But wait—the learning opportunities don’t end here. Curious how Prodly can help your life sciences or healthcare organization? Or perhaps you’re wondering about the dynamics between metadata-driven and configuration data-driven apps. You can find everything you need to know on our blog.

Salesforce change management can be complex, but we’re here to simplify it with our solutions and our content. So keep checking in with us, and we’ll continue to serve up insights and tips to help you level up your Salesforce game. Remember: Knowledge is power, and with Prodly by your side, you’re always in the know. Till next time!


Prodly Compliance Center

The gold standard for documenting SOX in Salesforce CPQ!