Tip #906: Pets are dangerous

Kyle the dog from Descpicable me

You move into a new CRM system and you found a cute new feature. You love that feature–it is your favorite feature, and you adopt it. I call these features “pet” features–features that are viewed as significantly more important than anything else in the application. Some examples I’ve seen in real-world deployment pets include Connections, […]

Tip #322: When upgrading, do a dry run

Whether you are upgrading one version of CRM or three, it is very important that you run through the upgrade prior to the night you upgrade your production environment. Once you have your dev environment upgraded and you build your solution of upgraded customizations, go through a test upgrade in a copy of your production […]