PretzelForce Made by Asking

Make a Salesforce change in plain words, and try it on a practice copy before it goes live

I'm a Salesforce developer, and I'm building this for admins and for the people who send admins requests. Most changes are small, but making them safely still takes a developer. I want you to be able to make the change yourself and see what it will do before it goes live.

1. You say what you want, it tells you what will happen

You don't need to know how Salesforce is built. It tells you what changes, who will notice, and what you need to decide first.

Example

“Quotes with more than 20% discount shouldn't be saved unless a manager approved the discount.”

What changes

Quotes get a new “Discount approved” checkbox that only sales managers can tick. A quote with more than 20% discount can't be saved until it's ticked.

Who will notice

Sales reps and sales managers.

Where it goes first

A sandbox: a practice copy of your Salesforce. Your live Salesforce isn't touched until you approve.

Decide first: 12 open quotes already have more than 20% discount. Nothing happens to them now, but the next time someone edits one, it will ask for the checkbox.

Leave them as they areTick the box on those 12Show me the 12

Looks rightChange somethingCancel

2. It stops before anything risky

If a request would delete data, break something that already works, or change who can see what, it stops and gives you safer ways to get what you wanted.

Example

“Remove the old Region field from accounts.”

Stopped. Nothing has changed.

3,402 accounts have a Region value, and two reports and one automation still use it. Removing the field deletes its values from every account. Salesforce keeps a deleted field for 15 days; after that the values are gone.

Hide it from the page instead (nothing is lost)Export the values, then remove itCancel

3. You see it working, and you try it yourself

The change goes to the practice copy first. Automatic checks run, and test users, like a sales rep and a sales manager, go through the quote screens the way real people would, including the screens around the change, to check that nothing nearby broke. Then it's your turn.

Example

Checked in the sandbox

A quote at 25% discount without the box can't be saved, and shows your message
The same quote with the box ticked saves
Quotes at 20% or less work as before
The other quote and opportunity screens it tried behaved as before
The test sales rep found the message at the top of the page, not next to the discount

Move the message next to the discountLeave it

Your turn

Open the sandbox as a sales rep and try it on a real-looking quote.

Open the sandbox

Send it liveNot yet

4. Nothing goes live until you approve it

It won't delete data or fields unless you choose that yourself. A change to who can see what also needs a second person you choose, like the admin who owns security. Your live Salesforce changes only after the checks pass and you have tried the change and approved it. Afterwards it looks at your live Salesforce to confirm the change is there and working.

It isn't ready to use yet. If you'd like to try it when it is, leave your email. And if you tell me which change you wait on most, that's what I'll make work first.