Phil's Salesforce Tip of the Week

Learn MOAR – Phil’s Salesforce Tip of the Week #453

Welcome to my Salesforce Tip of the Week #453

 

Tip 1 – Dreamforce!?

The big news today is the confirmation that there will be an in-person Dreamforce this year, Sept 21-23. Details are thin at this stage, but the press release says “Dreamforce will take place across a global campus, including San Francisco, New York City, London and Paris” and “in the U.S., anyone attending in-person will be required to be fully vaccinated “.

At this point I can’t imagine making travel plans to be at a large in-person event! I appreciate events like this take time to plan, and maybe by September the world will be a different place. But today this seems too much too soon.

Click here to register, or at least keep an eye on it as further details are released.

You can also see some more details in this article from the San Francisco Chronicle, suggesting it will be capped at 5000 in San Francisco. I wonder how big the global events in NY, London and Paris will be?

Tip 2 – Learn MOAR Summer ’21

Complete a “Learn MOAR Summer ’21 trailmix” to earn a community badge and a chance to win a Trailhead Certification voucher. The Admin and Developer Trailmixes each contain a highlights module and links to further reading. Complete one or both before July 31, 2021 to join the competition.

 

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Phil's Salesforce Tip of the Week

Split Views – Phil’s Salesforce Tip of the Week #452

Welcome to my Salesforce Tip of the Week #452

 

Tip 1 – Split Views on Lists

Doing the Spring ’21 Admin maintenance module, this is one thing I used straight afterwards in my Org, so I thought I should highlight it.  If you find yourself working through multiple records in a list use split view, so you can see a list view and a record side by side. It is just a button click away, and a click to change back to Table or Kanban.

Further information from Trailhead:

What’s new?

First, there was display as Table, then display as Kanban. Now there is Split View. View a record while still viewing a list. Split view is great for going through records in sequence or for quickly skimming through a set of records. The split view panel is collapsible for extra flexibility.

Why was this added?

Do you often find yourself working through multiple records in a list? With split view, you can see a list view and a record side by side. To move on to a new record, select it from the split view, and the new record opens with the list still in view. No more navigating back and forth between your list and your records. 

How does it work?

To access split view, select Split View from the Display as dropdown menu. If you select split view for an object, that object automatically loads in split view until you change its Display as view.

 

Tip 2 – Events

With the obvious lack of the big in-person learning events, Dreamin’ events are the best chance to block out a day to a wide range of Salesforce sessions. Keep an eye out for international events as well as ‘local’ ones, because getting out of bed 3 hours earlier/later, is a lot easier than a 5,000 mile commute! For example, take a look at Albania Dreamin (22nd May) and Czech Dreamin (10th June).

Tip 3 – ICYMI

The Galacticos COO Paul was recently interviewed by Josh Birk on the Salesforce Developer Podcast on “Weird Apex”. You can find the full recording here.

 

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Phil's Salesforce Tip of the Week

Org Shape and Critical Incidents – Phil’s Salesforce Tip of the Week #451

Tip 1 – Org Shape

Thank you to our Architect and fellow MVP Mike Gill for this one…”The Org shape feature has had a bit of rough ride to get here, those familiar with the history of the feature will know this. Now it is officially available to all as a Public Beta, anyone can take it for a spin!

What is it? – Create an org shape to mimic your baseline setup – scratch orgs have been largely difficult to adopt due to the complexity of getting your Scratch Org setup to look like a Sandbox or Production Org. Org Shape allows you to easily create Scratch Orgs which match you Production Org in terms of licenses, features, settings and limits. The once impossible task of getting your scratch org looking like a production org is now possible.”

Take a look here for more details.

Mike also adds:

“If you don’t know the benefits of scratch orgs – here are some- As we move into a more DevOps centric world, scratch orgs provide a unprecedented level of control around org management which is necessary for CI/CD
– Ability to track changes easily and pull down only the changes you want
– It forces better developer practices – such as modularisation”

Tip 2 – Critical Incidents

Some of the Community saw this management come into affect this week, after issues on Wednesday…so if you want to learn about Critical Incidents, from either side of the desk, take a look at this Trailhead module.

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Phil's Salesforce Tip of the Week

TrailheaDX, Trails, and even Dreamforce – Phil’s Salesforce Tip of the Week #448

Tip 1 – TrailheaDX

June 23rd will be TrailheaDX, you can register now for free here. Originally a Developer focussed event, more recently it is aimed at the whole Salesforce audience…”Devs, admins, architects, partners, and IT leaders, join us as we gather globally with Trailblazers looking to expand their Salesforce skills”.

It is a 1 day virtual event, so don’t expect the same as the in-person events, but the agenda includes:

35 Product demos

27 Content Episodes

25 Expert led rooms

5 Broadcast channels

Tip 2 – SDGs

As part of our commitment to promoting sustainable development, I found this Trail very useful. Take a look at the sustainable development goals and see which you can help on. It’s everyone’s responsibility.

Tip 3 – Dreamforce!?

This week saw an article in The Business Journals quoting that Salesforce were ‘absolutely committed’ to holding an in-person Dreamforce this year, Sept 21st-24th. To say I am surprised is the understatement of the week!

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Phil's Salesforce Tip of the Week

Appexchange Trusted Reviewers and Rollup Helper – Phil’s Salesforce Tip of the Week #447

Tip 1 – Trusted Reviewers

Have you noticed any updates on the Appexchange? Last month these updates were announced, which are useful when you are looking at reviews on Apps/Products. If there are 2 reviews, 1 good 1 bad, which do you take as the most accurate? The new Top Reviewer/ MVP/Ranger icons add some extra gravitas to certain reviews, maybe not to base a decision on, but at least to help sway a split decision!

Tip 2 – Rollup Summaries

We have featured this Rollup tool from Andy Fawcett in a number of blogs and presentations, so I am using this week’s latest release as an excuse to highlight ‘Declarative Lookup Rollup Summaries’ here. Our Architect Mike Gill says…

“Every org at some point requires a custom roll up discussion, and warranty’s at look at the options and apps out there – such as DLRS. If your use case requires a non standard roll up the first thing you should do is revisit the business requirement which has lead you to this point. Question the object model design, do you really need a custom roll up at all? If you still need a custom roll up – the next thing you need to decide is whether to build your own or use an app such as DLRS. DLRS has evolved over the years into a one stop shop for solving roll up requirements, most people don’t fully appreciate the scope of it and how it works, so we recommend taking a look!

It’s primary use case is bridging the gap between related data when no master-detail relationship is possible. Example – rolling up data from Service Cloud object such as Case to the Account object.This is all easily achieved declaratively without the need to create a single flow or apex class. On the flip side it’s not the ideal solution for simply solving reporting requirements after reporting requirement. Every roll up no matter how it’s created or implemented has it’s cost and just because you can doesn’t mean you should.

With great power comes great responsibility — alternatively known as the Peter Parker principle”

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Phil's Salesforce Tip of the Week

Winter 22 Logo and Trailhead Go – Phil’s Salesforce Tip of the Week #446

Tip 1 – Winter ’22 Logo

TODAY is the last day to vote for the Winter ’22 logo, click here and complete the form to vote. Thanks to Jean-Michel for flagging this, I nearly missed it!

Tip 2 – Trailhead Go

It has been a long time coming…but now you can access and collaborate in the Trailblazer Community in the Trailhead Go mobile app.

Read the full announcement here. “Access Community Groups, posts, likes, comments, user following and more. You can network, collaborate, and connect with the global Trailblazer Community from anywhere, straight from your mobile device”

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Phil's Salesforce Tip of the Week

Salesforce Meetings & Maintenance Exams – Phil’s Salesforce Tip of the Week #445

Tip 1 – Salesforce Meetings

The Founder and CEO of Slack this week tweeted how much he enjoyed the “Salesforce updates includes sales info overlay for Zoom meetings!”. This is all a part of the new ‘Salesforce Meetings’ functionality which is now available. TechCrunch states that, amongst other things “Salesforce Meetings gives an overlay of information, whether it’s advice to slow down the pace of your speech or information about the person speaking. It also can compile action items and present a To Do list to participants at the end of each meeting to make sure that tasks don’t fall through the cracks.”

Credit here to TechCrunch – https://techcrunch.com/2021/03/24/salesforce-updates-includes-sales-info-overlay-for-zoom-meetings/

Tip 2 – Maintenance time

Don’t blame the messenger…but if you have not done this already you will want to make sure you complete your Spring ’20 maintenance modules. Deadline is April 9th, 2021. See here for the full breakdown. If in doubt, make sure you are signed into Trailhead, click each relevant Cert on the list and check they show as ‘Completed’. Better safe than sorry.

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Phil's Salesforce Tip of the Week

Data Recovery, Trailmix, New Community Event – Phil’s Salesforce Tip of the Week #444

Tip 1 – Data Recovery Returns

Phew, we can all relax and delete our live data now!! Well not quite, but having have to use this safety net once in my lifetime is enough to appreciate that it is back! Read more about it here.

The post says “Last year, we announced plans to end our Data Recovery Service. We arrived at this decision through several factors — most notably, the small number of customers actively using the service and availability of numerous third-party solutions.

However, you, the Salesforce community, correctly pointed out that Data Recovery Service’s value lies in its very existence and knowing that it’s there in the event of an emergency.”

There are great backup services available on the Appexchange, but if you dont have one of those and an emergency happens, this is your lifeline!

Note also a hint of a new/upgraded feature to come…

“…based on customer feedback, we are pleased to announce that we will pilot Salesforce backup and restore services built natively on the Platform this summer. We’ve co-designed these services with customers and we expect to deliver the performance, speed, and scale that you’ve come to expect from the Salesforce Platform while continuing to provide additional ways to innovate and extend these capabilities through our vibrant ecosystem.”

Tip 2 – New Trailmix

Complete this Spring ’21 Trailmix for Developers by March 31, to earn a special community badge, and enter to win prizes…and learn more about the release contents of course.

Tip 3 – Consultancy Dreamin’

This is a new Community run event, planned for June 2021, and the call for speakers is now open. The website explains “Consultancy Dreamin’ was created for anyone who already is or wants to be a Salesforce Consultant.” Count me in.

Tip 4 – New Video

We launched this at London’s Calling last week, hope you like it 🙂

 

Tip 5 – Sign up

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Phil's Salesforce Tip of the Week

Slack, Tableau, and more – Phil’s Salesforce Tip of the Week #427

Slack Gossip

The rumour mill suggests that a deal could be announced next week for Salesforce to acquire Slack. Here is a great write-up from the Financial Times about the implications, and how Slack could fit in with the Salesforce stack, and how it moves Salesforce and Microsoft into closer competition.

From the Press Release:

“The success of Teams has added to the urgency for Mr Benioff to act. The Microsoft service has become an effective tool for channelling users to that company’s other applications — including its customer relationship management software, which competes directly with Salesforce’s own core business.”

It would be very interesting to see where Slack could fit in with the existing Salesforce Clouds, but as a Slack user myself I think it would work well, and especially with the new Salesforce Anywhere product (see here for previous Salesforce Anywhere details).

And well done to our Architect Mike Gill who predicted this back in June 2018… https://salesforceweek.ly/2018/06/mikes-prediction-builder-will-salesforce-be-slacking-off-at-dreamforce.html “…Is Salesforce going to slack off completely this year, or will they ramp it up big time on the Acquisitions and Mergers front in time for Dreamforce?”.

In other news…

Tableau Trails

If you are interested in how you could use Tableau with your Salesforce set up, then you should take a look at this Tableau Trail, or this Tableau Basics for NonProfits Trail. After Salesforce spending so much on Tableau, you know it is going to be a big deal! Just 25 minutes of your time will give you a great overview, then if it is of interest you can start working through all the other related Trails.

Tableau

Master-Detail

I found this whilst scrabbling around Knowledge Articles…If you ever find issues creating a master detail relationship to a custom object, if it already contains data you may not be able to do it! Here is why, and how to deal with it.

Phil's Salesforce Tip of the Week

Clicks versus Code – Phil’s Salesforce Tip of the Week #422

Back from the pre-historic days of 2014, here is a post on the Developer Blog about when to choose Clicks over Code. I am sure it would have been a longer article if it was on the Admin Blog 😉 It is a useful resource for someone new to Salesforce (or that sits only on one side of the office…the Dev side only, or the Admin side only), or to explain to a Client why something was built in a certain way.

Clicks v Code

Clicks v Code

Some real life examples mentioned include:

  • Instead of writing Triggers, automate Field Updates using Workflow
  • Use Formula Fields and Roll-Up Summary Fields for field calculations instead of writing a Visualforce page
  • Using Standard Objects instead of Custom Objects

In other news…

App review

Thank you Tom Blamire aka SalesforceTom for sharing this.

Field creator allows you to add multiple custom fields, set the field visibility either individually or for all fields being created. This is a massive time saver for any admin in a high demand/time critical environment”

This App is part of Ben Edwards’s Salesforce Toolkit which we have mentioned in the past, and well worth a look.

Trailhead ‘Quick Look’

Got someone asking you ‘What is Salesforce’? ‘What should I look into Sales or Service’? Here are some really basic Trailhead Modules that may help. If they come back for more then they may be hooked.