Troubleshooting Salesforce issues can feel like chasing ghosts in the machine—unpredictable, elusive, and frustrating. This session equips you with a systematic, data-driven approach to diagnose and resolve user and system-level issues effectively. Inspired by the Ghostbusters’ fearless efficiency, we'll explore:
- Defining the Problem: Learn to collect and organize critical details—user context, record specifics, actions attempted, and outcomes (both expected and actual).
- Tracking Tools: Discover ways to log and structure issue reports using Salesforce-native tools, Google Forms, Smartsheet, and more.
- Baseline Troubleshooting Techniques: Leverage tools like “Login As,” debug logs, and permission comparators to isolate variables and find the root cause.
- Access and Permissions: Demystify record and field access, layouts, sharing settings, and suppression rules to uncover hidden blockers.
- Collaboration: Learn how to compare configurations across users to uncover discrepancies.
This session will turn you into a Salesforce issue terminator, armed with actionable strategies, efficient tools, and fearless troubleshooting methods. Whether it’s pesky bugs or phantom errors, you’ll be ready to track them down and eliminate them once and for all!
