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Introduce a User Interface for Better Management of Salesforce Automations (UI version of the current Automation Studio) #111

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masaner opened this issue Apr 16, 2023 · 1 comment
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enhancement New feature or request

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@masaner
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masaner commented Apr 16, 2023

As the complexity of a Salesforce Org increases, managing and monitoring the automation process becomes more challenging. The current codebase has a lot of functionalities that can be improved with the introduction of a user interface. This UI would be designed to provide a comprehensive view of all automation processes, allowing Administrators, Architects, Developers, and Superadmins to keep track of everyone's work and the functioning of the Org in a single picture.

The proposed UI would be intuitive and simple, with features such as a Kanban board that allows each record to be a card that can be dragged and dropped to rearrange the order of execution. Users will be able to modify or delete actions by clicking on the card, and Superadmins will be able to turn off all triggers made by a certain team if needed. This will give users the ability to modify team-specific works or have control over the entire Org, making it easier to manage and monitor.

The introduction of this UI will have a significant impact on users who are in the learning phase of Salesforce or are not very experienced in the System side of an Org. The proposed UI would provide a more efficient way of managing and modifying the records in a seamless and efficient way. Its endless possibilities would undoubtedly make the management and monitoring of the Salesforce Org much easier and efficient.

Overall, I believe that its important for the implementation of a user interface for efficient management of metadata records responsible within the framework of organizing and maintaining the Salesforce Org.

I have sketched a rough draft of how it could look like, and I am absolutely all ears about everyone's inputs on this suggestion.
image

@sndralex
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sndralex commented Jun 15, 2023

Hi,
I think it is a good idea. Pay attention that teams number may be greater then screen capabilities to fit them all. I would suggest to provide means to compose this view from a list of teams. There may be more then 4 teams.
In addition, please, describe concept of team in terms of Salesforce - role, profile, public group, anything else?
Thank you for your work.

@mitchspano mitchspano added the enhancement New feature or request label Jan 13, 2024
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