Salesforce Change Management Tools
Ensuring System Uptime & Security for Salesforce
Ditch the complex, tedious way of managing change across your systems. Sonar provides Salesforce Change Intelligence and visibility across your integrated tech stack so Business Systems and Revenue Operations leaders can detect and troubleshoot performance issues before they negatively impact your business.
Sonar helps ops teams see obstacles and navigate changes in Salesforce with ease.
Imagine how much easier managing change would be with a clear view of your tech stack and how it works.You could redesign processes that drive operational efficiency without the threat of breakages. Make Salesforce changes without risking lost revenue. And even release new SFDC automations faster than ever before!
Achieve all that—and so much more—with Sonar Change Management for Salesforce!
Harness the power of Salesforce Change Intelligence with Sonar.
Sonar is a Salesforce Change Management tool used by many of the fastest moving RevOps and SalesOps teams around the globe. Sonar was built to save Admins and RevOps teams time and headaches when making changes to Salesforce. Check out Sonar’s award winning features below.
Salesforce Blueprint
Sonar Salesforce Blueprint provides enhanced capabilities for conducting intelligent impact analysis and delivers seamless visibility into all references across a Salesforce organization. Providing transparency into the interconnectivity and automations that keep your CRM running, Sonar enables Sales Operation (SalesOps) and Revenue Operations (RevOps) a map to assess the scope of impact and spot potential breaks before they occur.
Salesforce Potential Issues
It’s important to take a proactive approach to ensure the integrity of your data and prevent issues from impacting your business operations. This is where Sonar Software’s Potential Issues feature comes in handy. With this tool, you can identify possible errors in your Salesforce validation rules and fix them before they cause any silent breakages that can jeopardize your data quality.
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Change Timelines For Salesforce
For Integrated Business Systems and Salesforce Operations managers, it’s crucial to have full visibility into changes that are made across different teams within your organization, regardless of when they occurred. Change Timelines offers a timeline view (including the before-state) of changes being made across teams. And with daily email alerts and slack notifications, you’re never in the dark when it comes to change management.
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Salesforce Scope & Project Management
Sonar’s Initiatives is a powerful tool that can help your Salesforce administration teams document and manage projects effectively. This lightweight project management tool offers various features that can help you organize your tasks, visualize your scope, and record changes made to your Salesforce system and other related technologies. With Sonar’s Initiatives, your team can get more work done and achieve better results.
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Salesforce Data Dictionary
Sonar offers a dynamic data dictionary for Salesforce instantly capturing changes to your Salesforce metadata, self-populating critical fields like business description and providing a framework to classify PII. This tool helps reduce costs and improves the agility of the Salesforce administration team supporting effective change management for your business. Without relying on manual data capture and documentation, Sonar’s data dictionary supports data governance, breaking down data silos and helping Information Security leaders feel confident that data security policies are complied with.
Sonar Change Management helps Business Operations teams:
Sonar Change Intelligence helps you align your internal teams, work more strategically, and make the right change every time. It’s ideal for onboarding with a new Salesforce, growing your GTM operations team, merging multiple Salesforce orgs together, managing change across tech stacks, teams, and locations, and helping leadership drive change projects.
Align your
internal teams.
Align your internal teams. Centralize Salesforce systems knowledge and empower Operations groups to easily work together.
Work more
strategically.
With a clear view of your tech stack, you can spend less time putting out fires and more time on setting and achieving strategic goals.
Make the right
change every time.
See obstacles and understand dependencies, so you make confident changes.
When to use Change Management In Salesforce
Onboarding with a
new Salesforce
Cleaning up
technical debt
Growing your Salesforce or
operations team
Merging multiple
Salesforce orgs together
Managing change across Salesforce, tech stacks, teams, and locations.
Helping leadership drive change projects
Sonar has saved my team and me countless hours when problem-solving errors in our Salesforce environments. Historically, we only had the ‘where is this used’ button but being able to see all field references across the entire org is a lifesaver.
PETER D., G2 REVIEWER
Built for anyone who relies
on Salesforce tech stacks.
Sonar Software has fundamentally changed how companies run operations. It eliminates the “software scaries” feeling, allowing you to build and deploy changes without stress.
Ops Teams
We help you remove barriers for your sales and go-to-market teams, so they can get more work done.
Salesforce Admins
We help you make confident changes, complete more user requests, and optimize processes faster.
IT & Business Systems
We help you gain visibility across your systems, so you drive more ROI from your tech stack.
Learn more about how Sonar supports
IT & Business Systems Teams →
CXOs
We help you align your team’s actions, protect critical data, and achieve your strategic goals.
Go-To-Market Leaders
We make it simple to optimize go-to-market processes, so your teams can easily work together in sync.
Consultants
We help you navigate every Salesforce org easily, so you can knock out projects and build trust with your clients.
Salesforce Ops teams choose Sonar to drive change.
Your tech stack, powered by Salesforce Change Intelligence.
Experience the transformative power of Change Intelligence. Try Sonar free and see how it can drive results for your team. Sonar is built for anyone who relies on your tech stack. Choose Sonar to power your tech stack with Change Intelligence.
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Salesforce Change Management FAQs
What is Salesforce Change Management?
Salesforce Change Management refers to the systematic approach to transitioning individuals, teams, and organizations from their current state to a desired future state within the Salesforce platform. It involves managing changes to the Salesforce system, including changes to custom objects, fields, workflows, and other configurations, to meet evolving business needs while minimizing disruptions and ensuring successful adoption
Why is Change Management important in Salesforce?
Change Management in Salesforce is crucial to ensure business continuity, minimize disruption, and maintain data integrity. It helps to plan and implement changes effectively, keeping in mind the impact on users and processes. It also ensures all changes are documented, tracked, and validated, enabling easier troubleshooting and rollbacks if necessary.
What are some best practices for Salesforce Change Management?
Some best practices include: use of a Sandbox for development and testing changes; use of version control systems to track changes; having a strong governance framework and approval process for changes; training users about the changes; and using tools like Salesforce’s Change Set or third-party applications for deploying changes. Communication and documentation are also key aspects of effective change management.
What tools does Salesforce provide for Change Management?
Salesforce provides several tools for change management, such as Change Sets, Salesforce DX, and the Salesforce CLI. Change Sets allow administrators to move changes from one organization to another. Salesforce DX and the Salesforce CLI provide a set of command line tools and APIs for version control, scripting, and continuous integration, which are essential parts of modern change management strategies.
What tools does Salesforce provide for Change Management?
Some best practices include: use of a Sandbox for development and testing changes; use of version control systems to track changes; having a strong governance framework and approval process for changes; training users about the changes; and using tools like Salesforce’s Change Set or third-party applications such as Sonar, for deploying changes. Communication and documentation are also key aspects of effective change management.
How can Salesforce Change Management help in improving user adoption?
Salesforce Change Management includes processes like user training and communication about changes. This helps users understand the reason behind changes, how to use new features, and the benefits they will gain, thus improving user adoption. Moreover, by involving users in the change process (for instance, gathering their input during the planning stage), change management can ensure that changes are well-received and meet the actual needs of users.
