Phil's Salesforce Tip of the Week

In-App Learning – Phil’s Salesforce Tip of the Week #439

Tip One: In-App Learning

You may have recently spotted this new extra feature in your Orgs (since the Spring ’21 release). It is a great way to add prompts and walkthroughs, to share information, or train users. Have a play around and see how useful you and your Users will find it! Use this Help file to point you in the right direction.

Some further information about the In-App Learning feature – “Write the content, select the target audience, and specify where it appears and for how long. You can add multiple items to the same page, but they don’t appear at the same time. By default, a user sees only one item per 24 hours, per app. Salesforce shows it again, or cancels scheduled recurrences based on whether the user interacts with or ignores the prompt or walkthrough.”

 

Tip Two: Equality Quest

From Trailhead this week – “Equality champions are all around you. Learn more on how to elevate the voices of our equality champions during Black History Month and beyond. Complete the #TrailheadQuest by March 31 to earn your exclusive equality community badge. The Trailmix is comprised of 1 badge, some short articles to read, and a video from Tony Prophet’s recent keynote. Well worth an hour of investment.

Tip Three: Where’s my Cheese!?

Fancy a quick read? And the chance to take in ‘One of the most successful business books ever’ in a few hours? Originally published in 1999, ‘Who moved my cheese’ by Dr Spencer Johnson is a popular and easy-going story which gives some simple lessons in why change is good, and how to deal with it. Pick it up here or wherever you buy your new or used books.

Who will you be, Sniff, Scurry, Hem, or Haw?

What is your favourite business related book? Salesforce books, other technologies, business themed, or personal development…always good to hear recommendations!

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Rhiannon McCorkindale, Lead Developer – Meet the Galacticos

Continuing our series in which we get to meet and learn more about the Cloud Galacticos team, say ‘hello’ to Rhiannon McCorkindale, one of our Lead Developers. I caught up with Rhiannon via email to find out more about her and her experiences.

Rhiannon McCorkindale, Lead Developer

Hi Rhiannon, thanks for finding a few minutes to help people learn a bit more about you. Can you give us a bit of background about yourself and your history with Salesforce?

I started working with Salesforce over 12 years ago when the nonprofit I worked for implemented it to replace an onsite server and custom-built CRM. I was involved in the requirements gathering process and quickly trained up to become the Systems Administrator. Since then I have learnt Apex code and other programming languages, and recently sat one of the Architect exams.

Wow, that is a long time working with Salesforce! So how did you find Phil and the Cloud Galacticos?

I met Phil through my colleague (and fellow Galacticos) Neel when I was working as a Salesforce Developer at an Investment Management company in London. I wanted to do something different so moved into consultancy and started working for Phil.

Aside from Salesforce and working at Cloud Galacticos, what else do you enjoy doing?

I moved house recently so most of my spare time has been spent decorating and learning how to garden. I also play an instrument called a tzouras (a small bouzouki). It is used to play rebetiko music, which is also known as the ‘greek blues’.

Rhi, Emma, and Val at World Tour London

Can you tell us a bit more about your role as a Lead Developer and what that involves?

At Cloud Galacticos we can sometimes wear a few different hats and it is different for each project too. I can be involved in requirements gathering, architecture and design, implementing declarative development, documenting systems and then of course coding.

What tips would you have in working with clients remotely? Or working remotely in general?

I think it is important to have a routine and a separate space for working if you can. I always make time for a break to go for a walk in the day. Communication when working remotely is key. Some meetings definitely require a face-to-face approach, although at the moment this all has to happen over zoom or other conferencing tools. We generally keep in touch using messaging systems such as slack. 

With all your experience of working with Salesforce do you have a favourite and least favourite feature?

As most of my earlier experience was really coding on the core CRM modules, I think using a Trigger Handler Framework brings a lot of benefits especially for clients who don’t have them implemented and therefore don’t have much control over the order of execution. I wouldn’t say least favourite, but there are always challenges when clients have previously used a combination of process builders, flows and code.

Paul, Neel, Rhi, and Phil at Inspire East

Finally, what about tips for anyone starting out with Salesforce?

Trailhead is really useful. It didn’t exist as a resource when I first started using Salesforce, the hands-on modules and trying things out in playgrounds means you can gain some experience in things you haven’t used before.

 

Thanks Rhiannon for your time and insight into your life. We have quite a few other team members to interview in due course. Watch this space.

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Val Southern, Senior Consultant – Meet The Galacticos

Next in our series of Meet The Galacticos, say ‘hello’ to Val Southern, one of our Senior Consultants. I caught up with Val via email to find out more about her and her experiences.

Val Southern, Senior Consultant

Hi Val, thanks for finding a few minutes to help people learn a bit more about you. Can you give us a bit of background about yourself and your history with Salesforce?

Wow – big question! I’ll jump into how I came to work with Salesforce, I think. I’ve always been passionate about process improvement. My background in IT was data analysis and reporting. I worked on reporting from IBM systems in a variety of business sectors. 

Back in 2007, I was working for a manufacturing company on data analysis and process improvement.  I was told my next project would be to implement a new CRM system to compliment the current SQL-based ERP system. I’d never heard of Salesforce at the time, but quickly came to love it after facing the steep learning curve and immersing myself in declarative development. I never looked back and I thank my boss from that company for allowing me the opportunity.

Val at Salesforce World Tour London 2019

That is a long time working with Salesforce. So, how did you find Phil and Cloud Galacticos?

I’d been working in Manchester for some years with a Salesforce customer. I felt the need to get back to consulting. After following Phil for some time as a member of the Northern User Group, we got talking over a couple of beers after a group session. I knew there and then that I wanted to be a Galactico! Being a Galactico allows me to do the work I’m passionate about whilst being able to work flexibly at home.

Aside from Salesforce and working at Cloud Galacticos, what else do you enjoy doing?

My three children keep me pretty busy! I enjoy walking and hiking in the Lancashire countryside, foraging for local fruits and occasionally making wine from it. I love cooking and gardening too.

Rhi, Emma, and Val at World Tour London

We recently featured a success story with Cloud Nine Hair that I know you were key in helping be successful. Can you tell us a bit more about your role as a Senior Consultant and what that involves?

My role involves me taking all my Salesforce experience and learning over the years and applying it to helping customers start out with Salesforce or solve problems. I often refer to myself as a Salesforce all-rounder, which means I am able to interpret and visualise customer requirements into solutions and bring them to life through a combination of declarative and programmatic development to best suit their needs. My experience over many projects in many different customers in a multitude of industries. This means I can occupy most ‘hats’ required such as Project Manager, Business Analyst, Developer and Tester. Sometimes I wear all the ‘hats’ and sometimes I manage others to fulfil the needs of a project. In summary, the Senior Consultant role requires versatility!

For Cloud Nine – we used a combination of my filling all roles and my managing others. This helped them a lot because they have one Galactico who knows their implementation inside-out, as well as quickly responding to new or changing requirements.

What tips do you have on working with clients remotely, or working remotely in general?

It might sounds odd but being a human being is important! Effective and regular communication is key in this environment. Being able to meet regularly with video-calling is a huge help. It also keeps travel costs to a minimum for the customer, whilst allowing valuable time to be spent on working instead of commuting.

For my own sanity, having a dedicated working space is important and helps me switch from work to home life, just like going to and from an office. Additionally, I have a standing desk which allows me to switch between standing or sitting so I don’t become too sedentary. A regular routine of exercising works well too. A good walk at lunchtime helps to refocus halfway through my day.

 

Thanks Val for your time and insight into your life. We have a few other team members to interview in due course. Watch this space!