Phil's Salesforce Tip of the Week

Troops – Phil’s Salesforce Tip of the Week #503

Welcome to Phil’s Salesforce Tip of the Week #503

 

Tip 1 – Troops

Troops

This week brings the announcement that Salesforce is buying Troops, the company famous for its integration pushing data (aka ‘mission critical insights’) between Salesforce and Slack.

Actually the acquisition will make Troops a part of Slack, but Slack is part of Salesforce, so we know what they mean!

See here for full details.

 

 

 

 

 

 

Tip 2 – Salesforce Posse

Salesforce Posse

It was great to hear two friends of the Galacticos together on the Salesforce Posse podcast this week. Francis’s podcast is a great resource with some amazing guests.

The most recent episode was with Ines Garcia, author and Agile Coach.

Take a listen here.

 

 

 

 

 

 

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TrailheaDX 2021 – Phil’s Salesforce Tip of the Week #457

Welcome to my Salesforce Tip of the Week #457

 

Tip 1 – TrailheaDX 2021

I only manage to catch a few snippets of Live TrailheaDX 2021 this week, so I’m still trying to catch up. But the highlights seem to be these (if you don’t know what they are, click and read up, and nobody will notice you watched the footy instead!):

1.  Diagrams

At TrailheaDX 2021 there was an announcement of a new partnership between Salesforce and Lucidchart. With this partnership, it will combine the power of the new Salesforce diagramming framework with Lucidchart shape libraries.

2. Salesforce Functions

New to the Salesforce Platform, Salesforce Functions let’s you deliver more scalable experiences.

3. AWS Partnership

“This is a milestone partnership for the technology industry, and one that will enable our customers to experience an even more powerful Salesforce Customer 360 and achieve a new level of success in their business”

Marc Benioff, Chair and CEO, Salesforce

“With this partnership, we are significantly simplifying developers’ lives and empowering them to develop applications however they want, from wherever they want globally, at any scale.”

Andy Jassy, CEO, Amazon Web Services

4. Dynamic Interactions

Dynamic Interactions is the latest low-code innovation for the Salesforce Platform. It’s part of Salesforce’s continuing aim to make Lightning pages more dynamic and interactive.

5. B2B Architect Cert

See below…

 

Tip 2 – New Certification

Also announced at TrailheaDX 2021, the B2B Architect Certification follows on from the B2C cert from last year. Building on top of your knowledge (and certs) on individual clouds, these certs focus on multi-cloud understanding and ability. Click here for the exam guide, and here for the best Trailhead study materials.

 

Tip 3 – UKI CEO

Zahra Bahrololoumi joined Salesforce as UK&I CEO in March, and before we hear her first big keynote at Salesforce Live on 7th July (click here to register), here is a great interview to introduce us.

 

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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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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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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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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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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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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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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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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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