Our advice and guidance here are based on many years of working with Agency Cloud with all our customers - which have seen many highs and also lows - we would like to offer the benefit of our experience to help you successfully take on the configuration of your own Agency Cloud environment. - Always determine what outcome/challenge you are trying to address before considering any change; avoid the desire to scour options to 'find something new'
- We would always recommend that you start by looking to align configuration, on paper, to your business processes, policies and service levels before mapping to Agency Cloud Configuration
- Nominate one person who will have responsibility for applying changes; ensure changes are managed formally and controlled (this also help our Support teams)
- Consider the impact on your customers and - more importantly - your staff; how will the change be communicated and trained out - the adoption of change comes from understanding why and the value to be derived
- Avoid the temptation to create a myriad of configuration options - complexity serves to confuse, rather than clarify and focus staff
- Avoid reactive/unconsidered changes to configuration; change in haste repent at leisure as they say
- If in doubt seek assistance - talk to Support or your Customer Success Manager and they will advise you
- DO NOT REMOVE / DELETE ENTRIES FROM SYSTEM CONFIGURATION
ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFFÂ !!
| 