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 –

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

Formula Warning – Phil’s Salesforce Tip of the Week #424

Formula Warning

You feel safe and secure having set up your Profiles, Roles, Sharing etc! But here is a warning when setting up Cross Object Formulas. Did you know that if you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don’t have access to that object record. It may not be an issue, but you want to be aware so you do not get tripped up on this!

Here is an example of what could go wrong…”For example, if you create a formula field on the Case object that references an account field, and display that formula field in the case page layout, users can see this field even if they don’t have access to the account record”.

Formula Warning

In other news…

The Exchange magazine

Click here for the latest edition of the Exchange (Autumn 2020). As always it is full of Community info, News, and of course Apps. There are some recipes, a Trailblazer spotlight on Kim Wargo, and some belated Halloween ideas.



Congratulations to 2 of my MVP friends, who this month have moved to roles at the Salesforce Mothership. Anup Jadhav joins as Senior Project Architect (Insurance), and Jodi Wagner as Financial Services Cross Cloud Specialist. Salesforce are lucky to have you both!

And finally

This week sadly saw the passing of a football legend Nobby Stiles. He was a World Cup winner in 1966, winner of the European Cup with Manchester United, as well as the English league. I spoke to Nobby’s nephew this week to pass on my condolences. Mike Stiles was my Business Studies teacher at school. So who knows, maybe without Mike, Nobby, and family, I wouldn’t be running my own business today! RIP Norbert aka ‘the destroyer’. Sometimes the smallest guy on the pitch can make the biggest impact.

Nobby Stiles (left) with George Best and Bobby Charlton