Phil's Salesforce Tip of the Week

NonProfit Summit and Developer Survey – Phil’s Salesforce Tip of the Week #436

NonProfit Summit

As NonProfit Dreamin comes to an end today, the next big NonProfit (virtual) event is now open for registration. It will kick off on April 21st in 4 different regional timeslots (and April 22nd in APAC). Register here. As well as speaker sessions and breakouts, there will be a special guesy Dr. Jane Goodall, UN Messenger of Peace, conservationist, and champion of human rights


Here is the full breakdown of times/dates:

  • United Kingdom: 1:00 – 4:30 p.m. BST / 13:00 – 16:30 BST
  • Europe: 2:00 – 5:30 p.m. CET / 14:00 – 17:30 CET
  • Americas: 8:00 a.m. – 2:00 p.m. PT / 08:00 – 14:00 PT
  • APAC: Thursday, April 22, 12 p.m. AEST

Share your thoughts

The annual Salesforce Developer Survey is now live, so you can share your feedback with Salesforce. Visit the survey here, and here are some highlights of the 2020 survey. The survey opens midnight on January 27, 2021 and closes at midnight Pacific Time on March 7, 2021

Are you ready?

As Salesforce releases get bigger and bigger, so do the release notes, and the release readiness webinars. Here is a link to them all for Spring ‘21, starting today with the Developer and Admin preview sessions. See below for the dates (I told you there was a lot!):

January 29
Developer Preview Live
Admin Preview Live

February 1
Sales Cloud
Tableau CRM

February 2
Service Cloud
Salesforce Field Service

February 3
Salesforce Flow

February 4
Experience Cloud
Commerce Cloud

February 5
Marketing Cloud

(Join in live and get your questions answered via social networks with the hashtag #salesforcelive. )
Phil's Salesforce Tip of the Week

Covid Passport and IdeaExchange – Phil’s Salesforce Tip of the Week #435

Covid Passport

Salesforce has joined forces with Microsoft and Oracle to develop a method of proving that people have been vaccinated. As it seems likely in the near future that governments, airlines and others could soon start asking people for proof that they have been inoculated.

The coalition known as the Vaccination Credential Initiative includes Microsoft, Salesforce and Oracle, as well as U.S. health care non-profit Mayo Clinic.



CNBC says “The VCI said it wants to develop technology that enables individuals to obtain an encrypted digital copy of their immunization credentials that can be stored in a digital wallet of their choice, such as the Apple Wallet or Google Pay.” Take a look at the full article about the Covid passport here.


Ideas about Ideas

Firstly, if you don’t know about the IdeaExchange then you should take a look. It is a great place where you can log an idea or a request that you think could benefit Salesforce and the wider ecosystem. Then people can vote up/down, comment, add suggestions and workarounds. In the last 12 months, this has been taken a step further, where Salesforce will make a shortlist which you can further vote on and prioritise.

Time to prioritise your favourite Ideas from the shortlist. Click here to decide which one’s you think should be worked on next.

And also…

This new group has been set up to discuss Ideas v2.0, which is seemingly coming very soon. Old ideas with little activity will be Archived, those with a negative point count will be deleted, everything else will move to the new site. It is expected that it will archive approximately 39,000 ideas while keeping 30,000 active. Add your comments, concerns, questions to the Chatter group.

Why does this need to happen? Well firstly there are 10 years of Ideas! Many are old, irrelevant, unloved, unwanted. And that is a lot of noise. I am not sure the proposed updates will solve all the problems, and maybe some perfectly relevant Ideas will be lost, but a refresh is needed, so lets give it a go!

Phil's Salesforce Tip of the Week

Sandbox Status Bingo – Phil’s Salesforce Tip of the Week #434

Sandbox Status Bingo

Need a party game for your next Zoom meeting? Try ‘Sandbox Status Bingo’! Ok my elevator pitch may need some work…but I found this resource today, I never knew there were so many different Sandbox Statuses. So how many can you cross off the list?


Sandbox Statuses

Sampling The copy engine is determining which object records are sampled and copied from the production org. This status is used only by Partial Copy sandboxes.
Pending The sandbox is in the queue to be processed by the copy engine. If other sandbox copy requests were made before yours, your sandbox could remain in this state for an extended period of time.
Processing The copy engine has picked up the copy request and is working to build the sandbox.
Suspended The copy engine was interrupted while refreshing or creating the sandbox. The copy engine automatically recovers from this state and returns to processing. If this status remains unchanged for more than one hour, contact Salesforce Customer Support.
Stopped The copy engine couldn’t recover from multiple events. If your sandbox is in this state, contact Salesforce Customer Support for specific details and next steps. Salesforce is notified automatically of sandboxes in this state so we can resolve the issues.
Pending Activation The copy engine created the sandbox and is waiting for you to activate or discard it.
Activating The copy engine is completing the final steps to make your new sandbox available.
Discarding The copy engine is marking the refreshed sandbox for deletion, because you clicked Discard. The current sandbox and your production org aren’t affected by this process.
Completed The copy engine has completed the creating or refreshing the sandbox, and the new sandbox is active. You can log in to your new sandbox org.
Deleting The copy engine is marking the sandbox environment and all sandbox history for deletion. This status is used after you click Delete. This process doesn’t affect your production org.
Locking A background process is locking the sandbox. See the Locked status for more details.
Locked You can’t log into this sandbox because you let some or all your sandbox licenses expire.

Contact your account manager to restore the expired licenses. You have 60 days to restore the licenses. If the licenses aren’t restored within 60 days, your sandbox is deleted.

(EDO)Everybody’s Demo Org

I used this for the first time this week. It is new Interactive Demo org with data and further functionality where you can “view multiple employee experiences including Sales, Service, Marketing and more!” It also has a Twilio Lightning Dialer feature, to make and receive calls in the Org. Sign up for one here.