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Salesforce Platform Basic: Discovering Use Cases for the Platform

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself.

Identify use cases with lowest risk and effort first.

Start with easy-to-implement, high-impact apps.

Tips to identify use cases

Look for processes such:





  • Reliance on spreadsheets.
  • Collaboration via email
  • Documents shared on local file directories
  • Time-intensive, manual steps
  • Impact to a few departments maximum (keep the minimum when get started)

    • Some samples provided: A table describing the uses of the platform by department.

    Source:Discovering Use Cases for the Platform
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