Salesforce Tip of the Week 500

Phil’s Salesforce Tip of the Week #500

Welcome to Phil’s Salesforce Tip of the Week #500 – a Special Edition!

When I started this blog in 2012, the aim was to share some of the things I had learned that week. It was designed to be a quick read, something where my Salesforce friends and colleagues could take a quick glance and hopefully find at least one of the Tips useful each week. I try to write this ‘live’ each and every Friday, to keep it fresh and relevant. And 499 weeks later, hopefully I am managing to do that…but I definitely wanted help this week!

To help me celebrate this BIG milestone, I reached out to the Salesforce Community/Ohana to some friends old and new, to share what their Tips would be.

Thank you to each of my special guests. I really appreciate you sharing your knowledge and experience!!

And thank YOU for reading, replying, sharing… you are what makes this!

THANK YOU

 

Jessica Langston, Senior Director, Trailblazer Community

With millions of Trailblazers around the world, one of the most special parts of the Salesforce ecosystem is the Trailblazer Community. Whether you’re connecting online or attending an in-person community event, the impact of sharing your knowledge and learning from others is monumental.

Be willing to put yourself out there by asking questions and providing guidance. The connections and experience you will gain is a proven game-changer.”

 

 

 

 

 

Ben McCarthy, aka SalesforceBen

Ben McCarthy Tip of the WeekIf you’re new to the Salesforce ecosystem, welcome! I hope you are finding this industry fun and exciting. Whilst routes into the ecosystem are fairly standard (E.g. Entry-level Admin, Developer, or Consultant), as you become more senior, you will no doubt need to specialise in a certain field, whether that is a niche role, product, or industry. 

My advice is to pay attention to the aspects of your role you enjoy. Find out what tasks you find fun, and what elements of your job you want to focus on. The opportunities available in the Salesforce ecosystem are endless, and by focussing on what you actually enjoy, you can ensure you have a long and happy career.

 

 

 

Amanda Nelson, Senior Director, Salesforce AppExchange

Amanda Nelson Tip of the Week

The Community is always there to help you, answer your questions, and share solutions.

I’ve learned so much from fellow Trailblazers, so dive right in, be #appy, and #alwaysbelearning.”

 

 

 

 

 

 

Evaldas Zaranka, Salesforce Certified with over 1,500 Trailhead Badges

Evaldas Zaranka Tip of the WeekWhat’s the best thing I’ve learnt from speaking to people within the Community?”

There are so many talented Trailblazers joining the community events, and they are willing to share their knowledge and experience with Trailblazers.

In my role, the most important thing to learn is… Active listening from soft skills helps me build trust and understand our user’s needs.

I’m a Salesforce Administrator, so my Salesforce flow knowledge helps our business automate complex business processes and manual data entry. Our users can work smarter, not harder.

 

 

 

Doria Hamelryk, North Africa Dreamin’ Founder, Salesforce MVP

Doria Hamelryk Tip of the Week

“The best thing I’ve learned in this community is to always be grateful. There was a time when I knew nothing about Salesforce.

And I was lucky to be surrounded by people who helped me in my learning. They were there when I needed them to answer my questions, whether technical or more generally about my career development. When I became more experienced, I also wanted to help beginners.

There is an Arabic proverb that says: “teach and you will learn”. I think when you’re able to teach others, that’s when you can consider yourself an expert.

 

 

 

Tony Nguyen, Salesforce Admin and Golden Hoodie recipient

Tony Nguyen Tip of the WeekHi new Trailblazers! If there were only 1 tip that I could give you all. It would be falling in love with learning. I think this is one of the most important aspects when it comes to Salesforce and the Tech industry.

The world is always evolving and technology does at an even greater speed. Falling in love with learning would help you adapt to those changes!

 

 

 

 

 

Heather Black, CEO Supermums

Heather Black Tip of the WeekMy top tip would be that every Salesforce professional should have not only have the technical knowledge, but also professional training and skill set of business analysis, agile project management and change management to successfully implement Salesforce successfully and achieve high user adoption.

In my experience it’s the lack of application of these professional skills that causes Salesforce projects to go wrong. So if you are starting out or progressing in your career then make sure you invest in suitable training to ramp up your knowledge beyond Salesforce certifications.

 

 

 

 

Marciana Davis, Independent Salesforce Consultant, and Salesforce MVP

The best thing I learned from the community is to have faith and believe in yourself. You will have obstacles that will make a lot of noise, just make sure your dreams are louder.

The things you do matter and don’t ever forget that!

 

 

 

 

 

 

Zahra Bahrololoumi, CEO Salesforce UK&I

Zahra Bahrololoumi Tip of the WeekQ. What is the one free app/tool you can’t live without?

For me – and so many of my Salesforce colleagues – it would have to be Slack. We’re in an all-digital, work from anywhere world, and Slack really is our digital HQ. I love that I can send a video update, connect easily to anyone, create a group, prioritise my top channels, share files – the list goes on!

And some stats – for our Salesforce colleagues emails sent per user, per day are down 46% and individual and team productivity went up 16% and 13%, respectively. What’s not to love!

 

 

 

Melissa Hill Dees, Co-Founder of NonProfit Dreamin, Salesforce MVP

Melissa Hill Dees Tip of the Week“Automate what can be automated so humans have more time to do what should not be automated. Participate in an Open Source Community Sprint whether you are a brand new Salesforce admin or a seasoned veteran architect; everyone can learn and contribute!

And, remember:  501(c)3 is a tax designation–NOT a business model. Don’t forget to leverage all the standard corporate Salesforce tools as well as Nonprofit Cloud. #domoregood”

 

 

 

 

 

 

Lizzy Roberts, Manager of Global Community Engagement at Salesforce.Org

Lizzy Roberts Tip of the Week“Ask for help and don’t go it alone! There are no silly questions and there is an amazingly supportive community to help you find answers. There is SO much knowledge in the Salesforce community, whether virtually in the Trailblazer Community or in person at a user group that there is truly always someone ready to offer a helping hand (or even just to say hi!). Two specific groups I would recommend are the 1) Salesforce.org Hub and 2) Coffee Chats in the Trailblazer Community.”

 

 

 

 

 

 

And finally…

Leah McGowen-Hare, SVP Trailblazer Community

Leah McGowen-Hare Tip of the Week“Never. Stop. Learning! Take full advantage of the free access to learning that Salesforce offers. On Trailhead, you can learn tech skills, business, and soft skills, then test your knowledge with hands-on challenges and earn credentials. On Salesforce+, you can tune into virtual learning content for business professionals and inspiring original series, like Trailblazer.

The best part is, that you don’t have to go on this journey alone. Tap into the amazing Trailblazer Community – a global network of people who want to help. With access to learning content, incredible stories of inspiration, and a global community cheering you on, all you need to bring is your determination!”

 

 

 

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Pardot – Phil’s Salesforce Tip of the Week #498

Welcome to my Salesforce Tip of the Week #498

Tip 1 – No Pardot Tattoos

PardotJust as people started to pronounce it properly, we wave goodbye to Pardot – and say hello to the catchily named ‘Marketing Cloud Account Engagement’.

The general aim of some pretty big rebranding is ‘to integrate Marketing Cloud into one unified platform‘.

Read the full post here, so you don’t miss out, or get the wrong logo inked on your body!

 

 

 

 

Tip 2 – Mulesoft

MulesoftAt Galactico Towers we are working more and more in the MuleSoft world as well as Salesforce.

If you are doing similar you will probably want to get involved in the MuleSoft community too.

Click here for a summary and links to their Community pages, Events listings, and Mentor/Ambassador programs.

 

 

 

Tip 3 – No a Sprint

Not a SprintSo it’s nearly 500 weeks since I started this blog, thank you for all your support and feedback over the years!!

Last Sunday I reminded myself, that life is more of a marathon than a sprint!

Have a great weekend.

 

 

 

 

 

 

Only TWO more Tip of the Weeks till I reach my #500th edition..!

 

Final Tip Of The Week – Sign Up

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AI for NonProfits – Phil’s Salesforce Tip of the Week #497

Welcome to Phil’s Salesforce Tip of the Week #497

 

Tip 1 – New Trail / AI for NonProfits

AI for NonProfit

Here is a new short overview of using AI for NonProfits.

It will give you the basics and then suggest resources to learn more and get started.

 

 

 

 

 

 

 

Tip 2 – Name Change

No spaghetti farming, alien landings, or other hoaxes from me today…just some news that Salesforce HAS actually changed it’s name officially this week.

Click here for the story. You can trust me!!??

 

 

 

 

 

 

 

Only THREE more Tip of the Weeks till I reach my #500th edition..!

 

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. And feel free to get in touch if you have any ideas for future Salesforce tips!

Yeukai Business Show

Yeukai Business Show

Yeukai Business Show is a UK-based podcast. It’s ‘dedicated to helping business owners and entrepreneurs succeed though the expert knowledge of [its] highly esteemed guests. The latest guest happens to be our very own COO, Paul Battisson.

 

Yeukai Business Show – Episode 408

Yeukai Business Show - Episode 408 - Paul BattissonThe show is hosted by Trevor Stockwell, a leadership coach and trainer.

Paul starts off by talking about how* he got to where he is today as COO of Cloud Galacticos.

The podcast is 37 minutes long which is perfect with your morning coffee or daily commute. You can listen here. And why not check out the other Yeukai Business Show podcasts too?

 

 

 

 

*It was writing computer programmes on Championship Manager.

 

About Cloud Galacticos 

Cloud Galacticos is a Salesforce Gold Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. Our Salesforce consultancy has people all over the UK including Manchester, Leeds, Newcastle, Sheffield, and London.

So if you are looking for a Salesforce Gold partner with experience to help you make the most of your org, why not get in contact?

 

Digital City Awards, Best Small Digital Company Finalist 2022

London’s Calling Platinum Sponsor 2022

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World Tour London Date – Phil’s Tip of the Week #494

Welcome to my Salesforce Tip of the Week #494

 

Tip 1 – Happy Birthday

It feels like a lot has happened in 23 years! Congratulations to Salesforce and the Ohana!

 

 

 

 

 

 

 

Tip 2 – World Tour London Date

World Tour London Date

The World Tour London has been announced, or re-announced with a different date.

The new date is June 16th, unfortunately close to the other big Salesforce UK event of 2022 London’s Calling (June 10th).

I’m sure I will be at both, you?

 

 

 

 

Tip 3 – Book of the Week

Another of the books recommended by Bill Gates (this is probably one of the few similarities between the 2 of us!), was recently on my list too.

It is a fascinating read with some astounding facts and figures you just don’t seem to hear on the news.

Have a read of Factfulness!

 

 

 

Only SIX more Tip of the Weeks till I reach my #500th edition..!

 

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. And feel free to get in touch if you have any ideas for future Salesforce tips!

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Salesforce MVPs – Phil’s Salesforce Tip of the Week #493

Welcome to my Salesforce Tip of the Week #493

 

Tip 1 – New Salesforce MVPs

Salesforce MVPs Class of 2022

Congratulations to the newest Salesforce MVPs!!

As you probably know this happens just once a year now, and with just 20 new people added to a small list, these 20 have gone above and beyond in the Salesforce Community.

Read the official blog post here.

 

 

 

Tip 2 – New Acquisition

It seems a while since Salesforce splashed the cash, so this week saw the announcement they had bought the consultancy partner Traction on Demand.

It is early days but the announcement says ‘Traction on Demand will become part of Salesforce Professional Services‘.

 

 

 

 

 

Tip 3 – New NFT Cloud?

Recently Salesforce suggested they would launch a new Cloud to enable companies to create and sell NFTs.

It was not wholly popular, and 400 employees have shared an open letter to protest against it.

Take a look here and judge for yourself.

 

Only SEVEN more Tip of the Weeks till I reach my #500th edition..!

 

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. And feel free to get in touch if you have any ideas for future Salesforce tips!

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Salesforce Events 2022 – Phil’s Salesforce Tip of the Week #492

Welcome to my Salesforce Tip of the Week #492

 

Tip 1 – Salesforce Events 2022

Salesforce Events

Updates were made last week to the Salesforce Events 2022 page, to include Dreamforce (Sept 20-22), and World Tour events (including London).

These events are always a highlight for us at Cloud Galacticos and a great way to re-connect with the Salesforce Trailblazer Community and Ohana.

Take a look at the full list here, and plan your year.

 

 

 

 

 

Tip 2 – Basics Badge

Basics Badge

Here is a great starting point if you are interesting in learning more about the User Experience.

If this gets you interested, and if you want to know more about aiming towards the User Experience certification…

Take a look at our recent blog post here.

 

Tip 3 – Book of the Week

Book of the Week

Reading through some of Bill Gate’s book recommendations highlighted ‘What If?’.

It’s an entertaining read, answering some crazy hypothetical scientific questions.

If it’s good enough for Bill, it’s good enough for Phil! Have you read it? If so, why not let us know on Twitter?

 

 

 

 

 

Only EIGHT more Tip of the Weeks till I reach my #500th edition..!

 

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. And feel free to get in touch if you have any ideas for future Salesforce tips!

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Sandbox Emails – Phil’s Salesforce Tip of the Week #491

Welcome to my Salesforce Tip of the Week #491

 

Tip 1 – Sandbox Emails

Sandbox Emails

Many people have been receiving ‘Sandbox expiration’ emails this week, and are wondering why (or why now).

There will be regular clean ups of inactive sandboxes… inactive means if it hasn’t been accessed for 180 days.

See more details here.

 

 

 

 

Tip 2 – Wellness Retreat

Take a look at this article from The Wall Street Journal which finally gives us some details about the ‘Salesforce Ranch’.

The software giant signed a multiyear booking agreement for a 75-acre retreat set among the redwoods in Scotts Valley, Calif., to create an employee work-and-wellness center for its nearly 70,000-person staff.

Salesforce plans to use the property 70 miles south of San Francisco to onboard new hires and conduct off-site team meetings for social bonding and leadership training, said Brent Hyder, chief people officer.

I’m sure my invitation is in the post!

 

Tip 3 – Platinum!!

After sponsoring London’s Calling every year since its inception, we are very proud to step up this year as Platinum Sponsors!

Super early bird tickets are already sold out. So don’t miss out on the biggest and best UK Salesforce Community event of the year.

Get your tickets here. I’m really excited to be involved and to see everyone in person in June!

 

 

Only NINE more Tip of the Weeks till I reach my #500th edition..!

 

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. And feel free to get in touch if you have any ideas for future Salesforce tips!

fallbackcg

Five reasons why UX is important for Salesforce customers

User experience (UX) in conjunction with related topics of design and design strategy, are extensive disciplines in their own right. Recently the benefits of effective user experience design are becoming apparent to multidisciplinary audiences in a Salesforce context. You may ask why is this important?

Here are five key reasons why we believe UX is important for Salesforce customers.

 

1. Your user’s are your biggest asset; you must consider their experience

Your system’s users are your biggest asset. Their experience matters. They are your internal customers. If you proactively engage with them, understand their needs, and co-design with them you will gain buy-in, motivation and trust. You can then work together to ensure that your system evolves as your organisation changes. 

 

2. Your user’s experience needs to be relevant

In an age where users encounter multiple systems throughout their working day the question of relevance is key.

Is your user’s system experience tailored to their functional or persona driven needs?

Can your users execute tasks that they need to complete and engage with the system in a logical and effective way?

If not, you may find that users become disengaged and that adoption, trust, and data integrity all suffer from an experience that is not focused and designed around their needs. 

It may feel efficient to operate a ‘one-size fits all’ approach but does this really reflect the depth and spectrum of your user’s needs? We would advise you to consider the different types of users working with your system, understand their needs, design for and with them. This will allow you to target improvements in a collaborative, relevant and structured way. 

 

3. User adoption matters

A system with poor user adoption will cause you problems. They might take a while to surface, but they will catch up with you eventually. It could mean that you are wasting money or do not see a valid return on investment for the cost of running the system. It could also mean that you have poor data integrity, resulting from the difficulty of inputting, managing, and governing your data. This will in turn mean that you have limited trust in the data and analytics output of the system.

If you have any customer facing elements of your system with low adoption you could suffer reputational damage from a poor experience. These hypothetical scenarios could all result from poor user adoption. So if you ignore poor system adoption, the resulting investment required in change management to improve this will significantly increase. You could find yourself facing an uphill battle.

The more that you understand and consider the different experiences of users working with your system, the better you will be able to design functionality, experiences and interfaces that will drive adoption.

A system that is well adopted leads to user engagement, provoking suggestions for improvement and discussion. It allows you to discuss these requests and to form a roadmap for development. Systems builds trust with your users as you design and deliver improvements that benefit them as individuals, as well as the organisation as a whole. It is mutually beneficial and it means that your system evolves and doesn’t become static. 

 

4. Salesforce could be an extension of your brand

Does your Salesforce system feel like a seamless extension of your brand or is it an example of a system with little consideration given to navigation, accessibility, branding and interface? You have an opportunity to make Salesforce a consistent and well thought out experience that shows users that you have carefully considered uniformity, professionalism and their experience.

What does the combination of your landing page, custom domain, themes, branding and in-app guidance say about you? Does it reflect the impression that you’re aiming for?

 

5. Focusing on User experience and Design Thinking enables you to innovate

In recognising the importance of your users and engaging in human-centred design you can create a platform to innovate and add value together. Though this requires not only thought and consideration, but action! Design Thinking provides a framework for this exploratory and iterative design process built on these core stages:

  • Empathise: Research your users’ needs
  • Define: State your user’s needs and problems
  • Ideate: Challenge assumptions and create ideas
  • Prototype: Start to create solutions
  • Test: Try your solutions out

This framework is grounded in understanding your customer’s needs, rapid prototyping and generating creative ideas that can transform how you develop products, services, processes and your organisation. Adopting and investing in this process with your users can add value to your organisation. For further information on this topic click here.

 

Why UX is important: Conclusion

UX is a key consideration for those looking to get the best out of their Salesforce experience. Here’s a recap of five key reasons why for the next time that you engage in a conversation on the topic:

  1. Your users are your biggest asset; you must consider their experience
  2. Your user’s experience needs to be relevant 
  3. User adoption matters
  4. Salesforce could be an extension of your brand
  5. Focusing on User Experience and Design Thinking enables you to innovate

 

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. Our Salesforce consultancy has people all over the UK including Manchester, Leeds, Newcastle, Sheffield, and London.

So if you are looking for a Salesforce Gold partner with experience to help you make the most of your org, why not get in contact?

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The Exchange – Phil’s Salesforce Tip of the Week #490

Welcome to my Salesforce Tip of the Week #490

Tip 1 – The Exchange

The Exchange

Click here to take a look at the latest edition of the Appexchange themed quarterly digital magazine ‘The Exchange’.

Obviously lots of content relating to the recent great milestone of 10m installs. And the usual sponsored content from App providers.

But also some good Free App links and some handy Slack Hacks!

 

 

 

 

 

 

 

 

 

 

Tip 2 – MFA

Hopefully the MFA deadline passed without too much pain! And maybe you found our recent post useful (‘A brief intro to MFA‘)? But what is the final deadline? Well did you know some enforcement dates are not until June 2023! Take a look here for more details.

 

 

Only TEN more Tip of the Weeks till I reach my #500th edition..!

 

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. And feel free to get in touch if you have any ideas for future Salesforce tips!