fallbackcg

Highlights from Dreamforce 2021

As the dust settles on Dreamforce 2021, we take a quick look back at some of our highlights. The main change this year was that it was part in-person (in San Francisco) and part virtual (on Salesforce+). It’s a small step to getting back to ‘normal’ again after so many other events have been virtual only or simply cancelled or postponed.

 

Dreamforce 2021: Special Guests

As per previous events, Dreamforce delivered in terms of special guests. Jane Fonda spoke about ‘the movement to protect our oceans’. Will Smith was interviewed about his life and one of his personal causes, ‘Storytellers of Color’. While The Foo Fighters entertained attendees alongside some familiar faces…

 

Cloud Galacticos Dreamforce 2021 Highlights

Phil Walton, CEO

Our CEO, Phil Walton, did a ‘Dreamforce 2021 Special’ Tip of the Week with his highlights.

One: DF21 on Salesforce+

Two: Back it up

Three: Trillion Trees

Four: WFR RIP

 

Mark Jones, Salesforce Consultant

The first one that I want to highlight is Trailhead for Slack. I love Slack and Trailhead, so it is fantastic to see a way that brings both together.

My second highlight is a personal one (and maybe a little selfishly) is when a question I submitted for True to the Core was answered live. I’m a self-diagnosed Flownatic, and when the eventual retirement of Workflow Rules and Process Builder was announced at the recent Admin Preview as part of Release Readiness Live ‘for Winter 22 the first question I wanted to see get answered was when will this happen? 

You can get more thoughts from Mark and his highlights from Dreamforce 2021 here.

 

Luke Menzfeld, Salesforce Consultant

I enjoyed watching Dreamforce 2021 on Salesforce+. There’s definitely some cool things coming out of Dreamforce. In no particular order, I’d say: 1 – Slack First Analytics, 2 – Ask Data, 3 – Multi-Object Pages, and 4 – Dynamic Related Lists.”

 

Dreamforce 2022

So how was Dreamforce 2021 for you? Like many people from the Salesforce eco-system, we are looking forward to 2022 and fingers crossed we will be able to attend in person…

You can still catch highlights from Dreamforce 2021 here.

 

About Cloud Galacticos

Cloud Galacticos is a Salesforce Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including Manchester, Leeds, Newcastle, Sheffield, and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

 

Phil's Salesforce Tip of the Week

Dreamforce 2021 Special – Phil’s Salesforce Tip of the Week #470

Welcome to my ‘Dreamforce Special’ Salesforce Tip of the Week #470

 

Tip 1 – DF21 on Salesforce+

I watched some Dreamforce 2021 content live on Salesforce+ and will no doubt use it to catch up on other sessions. But here are a few initial highlights…

 

Tip 2 – Back it up

We mentioned a few months ago that the Salesforce ‘Back up and Restore’ tool would be on it’s way, so Dreamforce is a good time to announce details, read more here. Expected release date is next month.

 

Tip 3 – Trillion Trees

I read recently that the planet looses around 10 Billion trees a year!! At current rates it would mean all the planet’s dogs would be sniffing around the final tree in about 300 years. Obviously that would be bad for many many reasons, so it is good to hear Salesforce have been involved in helping 1t.org both in the technology but also donations. Read more here about how to get involved.

 

Tip 4 – WFR RIP

Although I don’t see any official documentation of this (so far), it was confirmed at Dreamforce that Process Builders and Workflow Rules will be retired.

Migration tools should be launched next year. It will be followed a year or so later by a deadline where you can no longer create new PBs and WFRs. I guess we will be able to edit and use existing PBs and WFRs for a long time.

 

Final Tip Of The Week – Sign Up

Remember if you have enjoyed this Tip of the Week then sign up for the weekly Friday email, direct to your inbox here.

fallbackcg

Dreamforce 2021: What we are looking forward to

If you’re part of the Salesforce eco-system, Dreamforce needs no introduction. But if you’re not, then Dreamforce is a ‘global family reunion for all [Salesforce] stakeholders… where we share innovation, customer success, and thought leadership.’ The event returns next week, Tuesday 21st to Thursday 23rd September 2021.

 

Salesforce+

Salesforce Plus

This year Dreamforce 2021 will be in-person in San Francisco (invite-only), and streamed free online via the all-new Salesforce+. Expect over 100+ hours of original content spread across four channels, covering every role, industry, and topic.

 

Dreamforce 2021 Highlights

As with previous Dreamforce event, there’s plenty for Trailblazers to keep busy over the three days. Expect over 100+ hours of original content spread across four channels, covering every role, industry, and topic. Here are some of the highlights from Dreamforce 2021 that some of us at Cloud Galacticos are looking forward to:

 

Ben Duong, Marketing Manager

It’d be strange this year being virtual (unless you got an invite for the in-person event in San Francisco), but glad that more people can experience it. For me the keynote with Marc Benioff is always a highlight. It’s a good pep talk and you get the latest updates from the man himself. The special guests are always a nice surprise.

I will miss the buzz of being in San Francisco, but the show must go on. Fingers crossed again for Dreamforce 2022!

 

Paul Battisson, COO

Hearing more about the Slack acquisition and the vision for how it will enhance what you can already do on the platform. Salesforce has made a big investment by purchasing Slack and I’m sure they will have a ton of ideas on how to make the most out of combining the two.

The other thing for me is always the developer information – what new tech will we get to see and play with? I’m expecting Salesforce Functions/Evergreen will feature heavily, but the session being called “Innovation from Anywhere with Salesforce Developers” makes me hope there is some new announcement about Salesforce Code Builder.”

 

Phil Walton, CEO

It is good to see that despite the much reduced amount of content at this virtual DF, there is still room for ‘True to the Core’. It is great to see the new stuff, the hype of new tools, clouds, things being launched ‘soon’…but for many of us there are also tweaks and improvements to existing features, and that is what is given the much needed TLC here.

Another session I will keep an eye out for is ‘Tapping into the Gold Medal Mindset’ on Day 3. I am totally guessing here, but with Salesforce’s partnership with TeamGB, I am hoping maybe we can get to hear from some of the heroes of the Olympics and Paralympics, and hear more about the partnership.  See info about the partnership here...”

 

Dreamforce 2021 Sign Up

Don’t forget to sign up – it’s free! And keep tabs on the latest updates on Twitter via #DF21.

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.

 

Final Tip of the Week – Sign up

Remember if you have enjoyed this Tip of the Week then sign up for the weekly email, direct to your inbox here!

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!

Final Tip – Sign up

Remember if you have enjoyed this week’s tip then sign up for the weekly email, direct to your inbox here!

Phil's Salesforce Tip of the Week

Mastering apex & events news – Phil’s Salesforce Tip of the Week #429

DreamTX

DreamTX is split over 14-17th Dec (or 15-18th in EMEA/AsiaPac regions). As well as the full details here, there is also a Developer focused blog post here which highlights some recommended viewings and Q&A sessions.

The Developer focused post highlights sessions covering areas like Lightning Web Components, integrations and APIs, and Salesforce Developer Tooling. But there are plenty more sessions to get booked on your agenda!

And just in case you wondered…’DreamTX’ is the name Marc Benioff decided upon to signify a full ‘Dreamforce Trailblazer Experience’.

 

London’s Calling 2021

Kudos to the London’s Calling team for announcing that they will be back on 19th March 2021 for a virtual event (this time a planned virtual event!) . Just a date for the diary so far, but keep an eye out for registration & tickets. Fingers crossed maybe it could be the opposite for 2021, where we may be unexpectedly allowed to meet in person due to the success of the Covid vaccine, and Francis, Todd, Louise, Kerry, and Amanda may be looking for a last minute venue!? (I don’t wish anyone extra work, but I will still have my fingers crossed for this!).

 

Mastering Apex

Congratulations to our COO Paul Battisson on his new book, out this week, ‘Mastering Apex Programming‘. Publishing his first book earlier this year was a major achievement, but TWO whilst being overworked and in a global pandemic is seriously impressive! I am sure we will write a future guest post with Paul so we can hear more about the book, and the differences between the two, but it is fair to say this builds on top of ‘Learning Salesforce Development with Apex’, and is the next step once you are comfortable with the fundamentals.

STOP PRESS – use code ’25APEX’ for 25% off the ebook on packtpub, or 25% Amazon.com with this link.

Phil's Salesforce Tip of the Week

MVP nominations & Dreamforce updates – Phil’s Salesforce Tip of the Week #425

Salesforce MVP Nominations

The annual window for nominating your favourite Salesforce community heroes is now open (until December 1st). The MVP award is given for Expertise, Leadership, and Generosity. Read the full blog post here. It is a great way for all of us to recognise and reward those that have helped us and helped others. Maybe it is someone that answered one of your questions on the Answers forum or Stack exchange, or someone who organises your local User Group Community events? It may even be a Salesforce blogger (don’t worry, you dont need to nominate me), podcaster, or author of Salesforce book. The important thing is, these are all people who volunteer their time, to help the people around them.

It has been noted that this year’s process may be a bit different to previous years. Some people will have found themselves with much less time to focus on Community work, where as others may have found they had lots of free time available and in fact benefitted more from giving back whilst they had the chance. Either way, I think helping is helping! The process always looks at contribution over a decent length of time. So feel free to nominate someone even if they haven’t managed exactly the same as previous years. Note the form does seem to get longer every year, but I think it is worth setting aside some time to do this.

MVP Nominations

In other news…

Master Detail reparenting

Something I noticed this week and thought I would share…By default, records can’t be reparented in master-detail relationships. Administrators can, however, allow child records in master-detail relationships on custom objects to be reparented to different parent records by selecting the Allow reparenting option in the master-detail relationship

Reparenting

Rebranding

More rebranding of the Clouds this week, with Salesforce CPQ being renamed ‘Revenue Cloud’.

Dreamforce To You updates

Details of ‘Dreamforce To You’ are starting to be announced, including personalized meetings, the Keynote with Marc Benioff and friends (Dec 2nd), and a virtual TDX (Dec 14-17th). Sign up and keep an eye on this site for more details as they are announced.

fallbackcg

Ben Duong, Marketing Manager – Meet The Galacticos

Continuing in our series in which you get to meet and learn more about the Cloud Galacticos team, say ‘hello’ to me, Ben Duong, Marketing Manager at Cloud Galacticos. Read on to find out more about me and my experiences.

 

Ben Duong, Marketing Manager

Can you give us a bit of background about yourself and your history with Salesforce?

My background is pure marketing. I did a Business and Marketing degree, then a Chartered Institute of Marketing Postgrad. I then worked in account management at various marketing agencies in London before moving to Sheffield to go freelance.

I met Phil at university, and when he approached me about helping him with some marketing back in 2013, I thought ‘why not’? The rest, as they say, is history.

Cloud Galacticos at Salesforce London World Tour with Paul Sturgess

Cloud Galacticos at Salesforce London World Tour with Paul Sturgess

You’ve worked on a lot of marketing projects at Cloud Galacticos through the years, can you tell us about some of your favourite or memorable ones?

I’ve been working with Phil on his marketing since he started his journey as a Salesforce consultancy. It was great to see his business grow – employing more people, gaining MVP status and the respect of the Salesforce community.

Deciding to rebrand as Cloud Galacticos was a big project as it meant levelling up the business. We were now competing with more established and larger companies. I think our sponsorship at the Salesforce World Tour London is one of my highlights. It’s our biggest project of the year, and normally the most rewarding for myself and the team.

 

Looks like you’ve done a lot of travelling and have been to a few Salesforce events around the world, can you some of your highlights?

I’ve been very fortunate to have been to so many Salesforce related events around the world with my job. From Paris to New York, Amsterdam to San Francisco, it highlights that Salesforce is truly a global business, as well as community.

In terms of favourite, Dreamforce stands heads and shoulders above them all. Words can’t describe the vastness of the 4-day conference. It’s also convenient that my dad and family live in San Francisco. So best of both worlds.

Salesforce Ohana Golden Gate Bridge Walk Dreamforce 2019

Aside from working as the Marketing Manager at Cloud Galacticos, what else do you enjoy doing?

With Covid-19 affecting our lives at the moment, I’ve taken to doing regular lunch time walks and yoga to help stay focused and healthy. I also enjoy with cooking and trying to make new dishes from scratch at home. Plus, going to my weekly local pub quiz helps keep the old brain cells in check!

 

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

Before Covid-19, I was part working from home and part working from a co-working space in Sheffield called Kollider. So I’m used to being flexible with my working environment.

I’d say it helps to have a dedicated space to work from. Somewhere you feel comfortable and focused. Having regular online casual / non-work catch ups with your team helps too. Also, don’t forget to take regular breaks to get some fresh air!

 

ABOUT CLOUD GALACTICOS

Cloud Galacticos is a Salesforce Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including Manchester, Leeds, York, Sheffield, and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

Phil's Salesforce Tip of the Week

Dreamforce To You – Phil’s Salesforce Tip of the Week #423

Dreamforce To You

If things were different, we may have been jumping onto flights next weekend for a trip to DF2020. But instead ‘Dreamforce To You‘ invades our homes, in some sort of retaliation for us invading San Francisco for so many years. It is, I quote, “completely reimagined” so hopefully not just days of zoom meetings?? On the positive side there will be a Keynote from Marc Benioff (reserved seating for everyone), and there will be no jetlag.

Dreamforce To You

Dreamforce To You

What will you miss about an in-person Dreamforce? And what will you be glad not to leave the house for? I discussed this with some of my colleagues and we shared our thoughts…let’s add your thoughts as a guest too, ping me!

In other news…

Org Picker

I mentioned a while back about the updated Help Experience, and something I revisited today was the Org Picker. Now that Orgs are being linked to the one Trailhead account, and with linking email address, the page has now filled up a bit! I can’t share my personal screenshot of the Orgs because there are LOADS, and many subject to NDAs, but I had ‘fun’ looking at Orgs listed that I had forgotten about a long time since. The practical use for this page is to Log in, or to get support.

Org Picker

Further info

“The Salesforce Organization Picker will display an Salesforce Organization tile for all Salesforce Organizations you have access to with the provided credentials. This is based on the Salesforce Accounts you have connected to your Trailblazer.me Profile.
The page will also display any additional Salesforce Organizations you have associated with email addresses linked to your Trailblazer.me profile, even if you have not explicitly linked those credentials.
Each Salesforce Organization will showcase your role within the Salesforce Organization, how many open cases you have and some key details about the Salesforce Organization. Each tile will have a button to Log In or Get Support ”

See more details here.

Phil's Salesforce Tip of the Week

Salesforce Labs Components – Phil’s Salesforce Tip of the Week #415

Salesforce Labs have outdone themselves this time, with 15 Lightning Web Components to play around with. Salesforce Labs produces free Apps that are created by Salesforce employees (as an experiment, not usually as part of their day job), and added to the Appexchange for us all to use. I could take up 15 Fridays of ‘Tip of the Week’ blogs on this, but instead here is a great list that you can take a look at. There are too many to choose a favourite from, but I am going to start with a look at the Lightning File Explorer.

Salesforce Labs Apps

Salesforce Labs

In Other News…

Who is going to pick up your device?

I had a few days break, walking and running in the Peak District which was amazing, and on the way found an iPhone in the middle of a field! How do you reconnect a device to it’s owner? Or how can a first responder find out about an unconscious person from a locked phone? If you haven’t done it, like me, and like the owners of the iPhone, set up an ICE or Medical contacts, it is free and fast and available on Apple or Android devices! Thankfully with some detective work, I got the phone back to the owner…and thanks to our Marketing Manager Ben Duong, who managed to track them down with just 1 tweet to his network!! Never mind 6 degrees of separation, with Ben it is just 1.

Now what for Dreamforce?

Here is a great post from Keir Bowden aka Bob Buzzard, about what can and can’t be recreated without an actual in-person Dreamforce. I think we all agree, Virtual events are definitely no real substitute! But it looks like it will be quite a while before any of us board the plane for a long exotic trip to a Dreamin’ event or Dreamforce 🙁