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.

 

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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.

 

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

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
Work.com

February 4
Experience Cloud
Commerce Cloud

February 5
Marketing Cloud
Pardot

(Join in live and get your questions answered via social networks with the hashtag #salesforcelive. )