Salesforce Impact Analysis

Enable development and make the most of your team

See the impact of a change — and build smart policies around it

The Salesforce platform was built for speed and productivity. But if it takes your developers weeks to investigate the impact of a potential change, you’re not moving as efficiently as possible. The problem is that every Org is different, and in mature, complex environments, a change to one thing can involve business, technical or regulatory risk and due diligence and testing need to be completed. 

Unfortunately, discovery takes time and ties up key resources. The result is that most Salesforce teams are stuck between doing things the right way and doing things quickly. This is, at heart, a problem of visibility — without comprehensive documentation of the customizations in your Org and the connections between them, you can’t make informed decisions.

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How Does Strongpoint Help?

Strongpoint starts by documenting all the customizations in your Org and mapping out the connections between them. We are the only native Salesforce app that catalogs over 100 types of metadata, including standard and custom Objects, forms, fields, Apex classes and more. Visit our Documentation page for more details. 

Then, we give you tools to work with this documentation and leverage it for better risk decisioning. Some of these tools help speed up discovery. Some eliminate the need for discovery altogether. However you prefer to manage change, the intelligence and automation Strongpoint provides will set you up for efficiency and success.

Risk in Context

Different types of risk require different mitigation strategies.

Should a change be reviewed by IT, Finance or both? Does it require a simple approval, or testing across the full software development lifecycle? 

You can’t make these decisions unless you have accurate impact analysis based on a comprehensive understanding of the customizations in your Org.

Technical
Risk

Will a proposed change affect connected automation, or something else essential to my system?

Business
Risk

Will a proposed change affect a report, list view or something else used in finance or reporting?

Organizational Risk

Will a proposed change have a downstream effect on processes that are vital to sales, marketing, etc.?

Make the changes you need to evolve your Org— safely

Reporting and Discovery

If documentation is a static image of your Org, impact analysis is like x-ray vision.

Strongpoint gives you tools to see in advance what will happen if you deprecate a field, change a picklist or modify a custom object. 

Get detailed reports showing the impact of a potential change, or use our dependency relationship diagrams to see it in an easy-to-understand visual format. 

Strongpoint makes it easy save hours on time-consuming discovery.

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Get detailed impact reporting

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See risk in context

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Save hours of discovery time

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Free up technical resources

Key Strongpoint Tools

The DRD is our intuitive visual tool for at-a-glance impact analysis. Select the parent object of the customization you want to change and Strongpoint will generate a diagram showing everywhere it’s currently being used. When you know this, you know what could potentially be affected if you change the customization.

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Strongpoint also gives you detailed reports for analyzing the impact of a proposed change. Our impact reports show you all the customizations on a base record, as well as their dependencies. This method is particularly useful for investigating and reviewing changes in multiple customizations at once.

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Need to go deeper? The customization record is a detailed overview of all the metadata collected by the Strongpoint documentation engine. Drill down to see who owns a customization, when it was last used or modified, and more. Access the customization record from the DRD, from an impact report, or by using the search function.

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Watch a Demo:

Two minute impact analysis

Here's Strongpoint team member Paul Staz with quick demo showing how the Strongpoint DRD makes impact analysis fast and easy.

 

Watch a Webinar

Impact Analysis in Salesforce

Dive deeper into Strongpoint's impact analysis and automation tools in this on-demand presentation. 

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Automate impact analysis to enable change in your Org

Automation

Impact analysis on its own is a highly useful tool for developers and admins. But not every change needs to be subject to time-consuming manual review. The majority are simple and safe, and shouldn’t require dedicated resources.

Strongpoint lets you build detailed policies around what’s safe to change and what requires further review. Automatically identify and approve safe changes — based on a complex understanding of your Org and your definition of risk — and elevate those that require more investigation to the right resource.

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Build risk-based change policies

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Approve safe changes without review

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Elevate risky changes to the right resource

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Integrate with Jira or ServiceNow

Key Strongpoint Tools

Strongpoint lets you build out specific change policies and approval requirements based on risk. 

Here's the Strongpoint policy record, where we can specify which types of changes require a full SDLC, which require testing in the Sandbox, which require approval, which can be handled via a process issue, and which are simply logged, ie. they are safe and require no additional investigation: 

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With detailed change policies in place, Strongpoint automatically assesses each change to see what will be affected, and applies the appropriate policy to it based on this analysis.  

This is all captured in detailed change logs, which capture the results of our analysis, the details about the policy, whether or not the change followed policy, and other important details:

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If you use Jira or ServiceNow to manage tickets, you can access Strongpoint's impact analysis directly at the ticket level, and get a comprehensive list of related customizations that will be affected by a potential change. 

You can also synch Jira/ServiceNow tickets to change requests in Strongpoint, so the impact analysis and approval, if required, is collected in an audit-ready report. 

Here's a short video showing how it works:

Watch a Demo

Automated Impact Analysis

In this clip, Strongpoint team member Rick Roesler walks you through some of of the ways you can build automatic impact analysis into your change process. 

 

 

Align change management with big-picture business goals

Governance and Resource Allocation

Impact analysis is about more than making safe changes — it's about making the most of your team. Discovery is a time-consuming process, and if your team is tied up with it, they can't work on other, more important projects. 

Effective impact analysis is critical to empowering declarative developers, making the most of your center of excellence, and generally balancing the demands of innovation and security as you evolve your Org.  

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Manage and prioritize IT backlogs

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Allocate resources effectively

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Streamline the release and deployment processes

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Capture everything in audit-ready reports

Key Strongpoint Tools

Impact analysis is a critical part of Strongpoint's change management process. When you know the impact and risk of a proposed change, you can automatically approve simple, declarative changes, maximizing the efficiency of your CoE and other valuable IT resources, by ensuring only the riskiest/most complex changes are elevated for review. 

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Automate critical decisions about the appropriate approvals, testing and release processes required for different types of changes.

Strongpoint shows you which changes require a full SDLC and helps manage the deployment process up to 26x faster!

Here's a sample of what some Strongpoint users are saying about this feature on the Salesforce AppExchange:

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Strongpoint reconciles deployed changes back to the originating request and approval — and captures everything in detailed reports showing all changes that followed policy, all changes that didn't but were resolved later, and all non-compliant changes that remain unresolved.

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Watch a Webinar

Unlocking Salesforce Governance

Governance isn’t one-size-fits-all — but mature Salesforce Orgs often struggle with similar technical bottlenecks. 

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Additional Resources

Follow these links for more in-depth demos and webinars, or get in touch to find your solution and get pricing:

Get a Price

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Next Step:

Change Enablement

Build out sophisticated policies, automate approvals and implement tight controls around who can do what — and prove it all to auditors.