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Salesforce Revenue Operations Software

Salesforce Security & Metadata Management

Sonar’s Revenue Operations software with Salesforce event monitoring, impact analysis, and real-time data dictionary provides Systems, Ops and InfoSec leaders the tools they need to ensure Salesforce security. 

Salesforce Project Management Tool Used To Manage Salesforce Changes

Salesforce Management Just Got Easier

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’s revenue operations software for Salesforce!

Where Revenue Operations & Information Security Meet.

Systems, Ops & InfoSec teams rely on Sonar’s suite of revenue operations tools for more secure Salesforce management. Explore our features and see for yourself why the fast moving teams choose Sonar.

Salesforce Impact Analysis

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.

Enhanced Audit Trail

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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Summary of all changes in Salesforce

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. Reduce costs and improves the agility of the Salesforce management team with Sonar’s automated data catalog software. 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 in compliance.

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Event Monitoring & Data Loss Prevention

Sonar’s data loss prevention software detects changes to connected application access, alerting Ops, IT and InfoSec leaders when business sensitive Salesforce data may be at risk. By visualizing Salesforce Shield’s event monitoring API, Sonar is on the front line of defense against data leakage. And with anomaly detection, we surface leading indicators of service degradations, potentially fraudulent behavior and the possibility of unexpected data loss.

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See Salesforce Potential issues

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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Salesforce 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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When to use Sonar Software

During a Salesforce implementation

Cleaning up technical debt

Expanding your revenue operations teams

Merging multiple Salesforce orgs together

Classifying data or building a data dictionary

Elevating your Salesforce data security posture

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.

Sales & Revenue Operations

Providing impact analysis, enhanced audit trail and change management tools to avoid breaks and increase efficiency.

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Sonar supports RevOps Teams

InfoSec & Data Governance

Proactively manage Salesforce data security and receive real-time alerts when data security may be at risk.

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Sonar supports Data Security Leaders
 

IT & Business Systems

Mitigate risk and ensure system uptime across your integrated Salesforce tech stack with Sonar.

Learn more about how Sonar supports
IT & Business Systems Teams →

Salesforce Ops teams choose Sonar to drive change.

Smarter Revenue Operations with Sonar.

Experience why the most sophisticated Revenue Operations teams choose Sonar. Try our revenue operations software and see how it can help your team avoid breaks, build better documentation and increase Salesforce data security.

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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.