You know the TV show, Snog, Marry, Avoid? (it's trashy British TV at it's best or worst that is shown on late-night TV is Aus... and yeah, you probably don't want to google it :)).
This gameshow focused at Admins where we take a business scenario and decide to "Build, Code, Improve".
Given the scenario presented do we?:
- Build - build a solution using declarative programming options like standard features, workflow, process builder or flow.
- Code - work with a coder to build a solution using triggers or custom code.
- Improve - go back to the business for more information, or another suggestion on how to deal with this situation.
And for bonus points, how would you "Makeunder" this scenario (the makeunder concept is a big part of SMA) - eg rethink it to make it simpler to build or stage it so the business gets some immediate benefit right now without huge costs involved.
Rules
Break up into teams of 2-4 people, the host presents around 5 scenarios, each team to have a quick 2 mins to discuss the scenario and write down their decision on a card. At the end of the 5 scenarios we discuss each one of them at a time, and each team gets to state their decision and why, so as to generate some discussion on the decision making and to come up with ideas on how to deal with this scenario.
The idea is to try to get some more clarity around where the ever-moving line is between declarative and coding options.
The scenarios should be short enough to have missing bits where you need to ask questions which will prompt discussions.
The 2 mins is just quick enough to get first thoughts, that you can then expand upon in the discussion.
Resources
- Index Cards or post it notes
- Pens
- Projector to display scenarios
- Whiteboard to list options presented
- Note taker to write up blog post
Scenarios
These are a few scenarios, feel free to make up your own.
Holiday Scheduling
Idea from the Dev450 course.
Universal Company uses Campaigns to track events. An event was scheduled to start on a Public Holiday. They need to ensure that an event can not be scheduled on a public holiday.
Events are multi-day and they use Campaign Start Date and Campaign End date to store the dates.
Upsell Opportunities
Universal Company Support Reps sometimes get calls from Clients who wish to purchase additional products or services. Currently cases are being assigned to sales managers who manually create upsell opportunities. To avoid manual effort they would like to have a specific status to close cases with where the case will close an generate an upsell opportunity and assign to the rep who is the account owner.
They will need the close date 90 days from today, Type is Upsell, Opportunity Name is Account Name - Upsell.
Custom Lead Convert
Universal company has information on the Lead that is pertinent to both Contacts and Opportunities from lead conversion. Make Fields A, B, C, and D pass to both the Contact and the Opportunity upon conversion.
They should pass to picklist fields on the Contact and Opportunity that can be changed on either record after conversion.
Marketing Segmentation
The Marketing Manger at Universal Company wants to segment their customer data on Suburb (City) but the data is dirty. i.e Saint Johns Wood, SJW, St John's Wood, St Johns in the Suburb (City) field.
Event Certificate
Idea from the Dev450 course, but highly modified. Plus idea from Deepa Patel.
After their client attends an event, the attendee receives a certificate, Universal Company wants to record the certifcations each Contact receives and email them a list of their certifications held one week after attending an event.
Events are in Campaigns, attendance is in Campaign Member.
Other ideas
Account Territory based on Geography. HT Jeff May
Deep clone a record and related records