![]() ![]() The Salto solution turned what could have been a “nightmare project,” in the team’s opinion, into a seamless, hassle-free operation. They urgently needed a solution that would allow them to quickly identify all the affected fields understand the relationships to other fields, objects, rules, and workflows and allow them to confidently make the needed changes in bulk. Faced with a massive Salesforce update project, however, and an extremely tight deadline, the WalkMe team didn’t have time to manually find and update every place the affected field was used within Salesforce. While the non-identical values created contradictions within the application, the team had developed workarounds and other manual practices and checks to make the issue tolerable in the short term. The values in the Label and in the API Name are usually identical, but in this case, the WalkMe team’s customizations had resulted in different string values. Typically, each picklist value has two strings: Label, which is easily changed and displayed in the user interface and API Name, which is an ID that should not be changed and is only available to developers and admins. When customizing the application previously, the team had created a picklist field called Market Segment that appeared in many places throughout Salesforce and Pardot, as well as in other applications. The update, however, posed a serious challenge to the company because of the many hands that touched the application and the level of customization applied throughout the years. Recently, WalkMe underwent some organizational changes that required a substantial update to Salesforce and other applications. They added and connected many classes, custom fields, objects, and custom logic to accommodate requests and keep up with incoming business needs. During that time, the application evolved rapidly and the information systems team continually customized it to incorporate much of the company’s own business logic and processes. ![]() WalkMe has been using Salesforce for almost nine years. ![]()
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