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Fault Paths: I Avoided Them, Now I Report on Them

Aaron Crear

Salesforce MVP

Founder, Hat-Trick Consulting

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About Me

  • Salesforce MVP
  • Founder, Hat-Trick Consulting
  • 10x Certified
  • Lowell Admin CG Leader
  • Northeast Dreamin‘ Co-Organizer
  • Reportforce.blog Co-Founder
  • Based in New Hampshire, USA

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What Changed My Mind?

  • Worst Org Ever
  • Multiple Legacy Automations Continuously Failing
  • No Documentation
  • No Clue Where to Start
  • Needed Proof

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Solution

  • Custom Object
  • Flow
  • Reports/Dashboard

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Let’s Take a Look

DEMO TIME

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Continuous Improvement

  • Able to measure failures
  • Do we need more validations upstream?
  • Do we need more user training?
  • Are we using the wrong type of Flow?
  • Is this too complex for Flow?

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Thank You

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Don’t Forget

  • Make sure records are monitored
  • Testing this hard
  • Have a data retention policy