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

Command Line Data Loader – Phil’s Salesforce Tip of the Week #450

Tip 1 – Command Line 

(2 words that can strike fear into ‘non-developers’) Thank you to our Lead Developer Simon for sharing a use of the Command Line that many probably do not know about…

“Did you know that DataLoader can be launched from the command line? Setup can be fiddly, but once working this can be a robust solution for getting data in and out of Salesforce. Run a command after exporting data from databases, run a scheduled job to ensure Salesforce data is ready for work, or leave a shortcut to a batch file on the desktop of a User who needs to import data occasionally. See this for more info”.

Here is some further information from the Data Loader guide

When running Data Loader in batch mode from the command line, several operations are supported. An operation represents the flow of data between Salesforce and an external data source, such as a CSV file or database. You can use the following operations. Enter values in the process.operation parameter in lowercase

Operation Description
extract Uses the Salesforce Object Query Language to export a set of records from Salesforce. The exported data is written to a data source. Soft-deleted records are not included.
extract all Uses SOQL to export a set of records from Salesforce, including existing and soft-deleted records. The exported data is written to a data source.
insert Loads data from a data source into Salesforce as new records.
update Loads data from a data source into Salesforce, and updates existing records with matching ID fields.
upsert Loads data from a data source into Salesforce. Existing records with a matching custom external ID field are updated. Records without matches are inserted as new records.
delete Loads data from a data source into Salesforce, and deletes existing records with matching ID fields. Deleted records are moved to the Recycle Bin.
hard delete Loads data from a data source into Salesforce, and deletes existing records with matching ID fields without first storing them in the Recycle Bin.

Tip 2 – Help when you can

I know there are a lot of important causes vying for our attention. We at Cloud Galacticos wanted to show our support for our friends and colleagues in India, but were unsure of how to do so. Just in case anyone is looking, we found the DEC a reliable and trustworthy place to donate.

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Phil's Salesforce Tip of the Week

Apex Recipes – Phil’s Salesforce Tip of the Week #449

Tip 1 – Apex Recipes 

I recently revisited this post from the Salesforce Developers Blog by Kevin Poorman, introducing Apex Recipes last year. “Apex Recipes is a library of concise, meaningful examples of code for common use cases following best practices. They reflect enterprise patterns that can be utilized for real world solutions.”

Follow the instructions in the post to install the app, or you can do a quick Trailhead badge which guides you through it.

Look at the Trailhead module here…”Quick Start: Explore the Apex Recipes Sample App

Tip 2 – Take a break

I like this article from BBC this week, mainly because it gives 3 practical ways to take a break from screen time. It is worth a 5 min read, but my favourite is to do some ‘walking meetings’. If you don’t need to present slides, or take detailed notes, put your headphones on and walk while you talk. Fresh air, extra steps, and less screen time!

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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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Preparing for the Annual Pilgrimage to San Francisco for Dreamforce 2019

With Dreamforce 2019 starting next week, our head of marketing, Ben Duong writes about what he’s looking forward to as he gets ready to go to San Francisco…

‘Glastonbury of the Tech World’

This year’s Dreamforce will be my fifth time in attendance, and I’ve seen it grow year-on-year to the ‘mega-conference’ that it has become. Each year is unlike the year before, as Salesforce is a company that embraces change and the latest technological advances. I guess as our CEO, Phil Walton, once described it, Dreamforce is the ‘Glastonbury of the tech world’.

With around 170,000 attendees from across the globe, over 2,700 sessions and workshops, plus hundreds of parties, and much more spread over four action-packed days, it can be pretty overwhelming. As you can guess there are plenty of great blogs from the Salesforce ecosystem highlighting their tips on ‘how to survive Dreamforce’. My blog is more about what I’m looking forward to and of course a couple of tips…

#FlyingSolo

This year I’ll be #FlyingSolo and representing Cloud Galacticos – a Salesforce Silver Partner consultancy. It’ll give me a chance to go out of my comfort zone and try things I haven’t done in previous years.

Golden Gate Bridge Walk Dreamforce

Photo Credit: Zachary Jeans

Salesforce Ohana

Meeting and connecting with fellow trailblazers outside of the sessions/parties is always one of the highlights. So I was excited to hear about the Dreamforce Ohana Golden Gate Bridge Walk (which has been going since 2014). What a great chance to get up close to an iconic San Francisco landmark, get some exercise and meet new people?

UK & Ireland Ohana

With hundreds of thousands of people coming to Dreamforce, you could be talking to someone from New York one minute, then someone from Japan or Morocco the next. It’s also nice when you do meet someone from your own country. That’s why the UK&I Reception event is always one of my highlights, not just because it’s normally in amazing venues (this year it’s in a historic bank building considered to be ‘the finest building in the City’), but it’s a chance to catch up with your peers as well as meet new ones.

Inspirational Speakers

Alongside the thousands of awesome sessions, there’s also a few high profile speakers attending the conference. The one thing they have in common is that they are doing amazing things in their field. This year we’re spoilt for choice, with Tim Cook (CEO of Apple), Megan Rapinoe (World Cup and Olympic Champion), Phumzile Mlambo-Ngcuka (UN Under-Secretary-General and Executive Director of UN Women), and of course, 44th President of the United States of America, Barack Obama.

Dreamforce 2019 Speakers

Photo Credit: Salesforce

Dreamfest

As well as all the learning, networking and walking, Dreamforce is a great chance to let your hair down and enjoy some great music, and all for a good cause. Previous years have seen the likes of the Foo Fighters, Blondie, U2, and Metallic entertain the crowds. And this year is no different with Fleetwood Mac. Expect lots of singalong crowd-pleasers. All the while raising money for UCSF Benioff Children’s Hospitals.

All in all, this year’s Dreamforce continues the conference’s programme of amazing speakers, sessions, parties, and much more. If you’re lucky enough to be attending – and #flyingsolo – come and say ‘Hello’!

Don’t forget to follow me on Twitter @TheNorth / @CloudGalacticos for live Tweets during the conference!

Finally, here are some tips from the CEO and COO of Cloud Galacticos:

Phil Walton, CEO

“Don’t be afraid to travel around Dreamforce on your own. I used to do a lot of backpacking around the world, and when I travelled on my own I met people all the time – when I travelled with a partner or friends I met hardly anyone else apart from those friends! Especially at an event like Dreamforce where there really are lots of ‘friends you haven’t met yet’, people are welcoming if you can pluck up the courage to say ‘Hi, I’m [insert name here], I don’t know anyone at this event, what do you hope to learn here/where are you from/how long have you been working in Salesforce’ etc. Be brave!”

“Don’t expect a holiday! By the time you arrive you will probably be tired and possibly jet-lagged. For me the time difference is 8 hours, it’s like travelling to Australia. There will be early sessions, a full daytime schedule, many miles of walking, then the evening partying starts. Repeat that for four or more days… Oh, and don’t forget the jet lag, and not sleeping properly. You will be shattered – if you do it right!”

Paul Battisson, COO

“If you enjoy a session or feel you have learned something from it, try and find 2 minutes to wait around after the session is done and thank the speaker. It can be hard for speakers to know whether the session they’ve just given has been well received or not. Taking that time to say thanks can make their day. And don’t feel shy about waiting to ask for questions or advice! Speakers are only too happy to help and you may end up making a new friend!”

“Enjoy some of the more relaxing elements of the Dreamforce experience. Sit in the Dreamforest (the blocked off block of Howard) and enjoy the live music, meet the Pawdot Puppies, and attend a meditation session. It doesn’t have to be all mayhem and madness!”