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Winter 22 Maintenance Comments

By Val Southern

Are you ready for Winter ’22 maintenance?

As a Certified Application Architect, it’s important to keep up with the latest features. This helps to provide the best possible solutions for our customers. I’d already completed the Winter ‘22 Release Highlights badge. So rather than wait for the December deadline for maintaining my credentials, I thought I’d get it done now while it’s the current release. And fresh in my mind!

I’m relatively new to the Architect world. Hence I was a little worried that maintaining my credentials was going to be a long and arduous task – given the amount of study and number of certs that were required to get here. I was delighted to find that I could do this by completing just 3 badges:

 

Salesforce Certified Application Architect

I managed to do it all in 1 day and here’s a little summary of the required tasks for each badge.

 

winter '22 maintenance

For this maintenance module, the task focussed on granting access based on activated User sessions for permission set groups. We are asked to create 2 permission sets, then group them into a new permission set group.

Simple enough but good practice and reminded me to group together permissions typically used for a specific task and therefore needed together.

 

 

The task for this maintenance module focussed on using getInstance() in Apex to retrieve a custom metadata record, removing the need to write a SOQL query to do the same thing, making the code cleaner, faster and not subject to SOQL limits.

We are given an Apex class and instructed to update it to use getInstance() and remove code no longer needed. Whilst not spoon-feeding with instructions, the module contains enough resources to help find the correct way to use it (along with my own knowledge) to pass the task. I found it challenging enough without being too frustrating.

 

Salesforce Architect Certification Maintenance (Winter ’22) involved 2 modules. Each has a quiz about the key features to know about, covering each of the architect roles.

It’s a surprise that there were no hands-on tasks in this one but the content is still good to know!

 

 

 

Rather than waiting for the deadline in December, I recommend getting these done now for relevance.

 

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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How to pass the Salesforce Process Automation Accreditation

The Salesforce Process Automation Accreditation is the latest exam success for Val Southern. The exam covers the likes of Process Builder, Approval Process, Workflow, and Einstein Next Best Action. We spoke to Val to find out more about how she approached the exam, as well as any tips she might have for other Salesforce professionals thinking of taking this exam. 

 

What made you decide to take the Process Automation Accreditation?

As a self-confessed process automation fan (flow-natic??), I’m always on the lookout for ways to test my knowledge. I like to keep up with the latest automation features to recommend or implement for Cloud Galacticos customers. When the Partner Learning Camp launched some new accreditation exams, I immediately searched for an automation exam to have a go at! 

Salesforce Process Automation Accreditation

 

How did you approach the prep?

I’m normally very methodical about the approach to any exam. Usually I’ll go through the exam guide carefully and make a list of the areas I need to prioritise for learning or need refreshing. Then I’ll search for resources, prepare my own notes for revision and make sure I’m ready before exam day. 

With this exam, I was feeling confident because, as part of my role, I work with all types of Salesforce automation tools regularly and I recently refreshed my knowledge through Trailhead and research. On stepping through the specific exam prep curriculum, I found I had already recently completed most of the modules, so I finished the rest, stepped out of character and signed up to take the exam on the same day!

 

How difficult was the Process Automation Accreditation? Any tips for people thinking of doing it? 

I’d say it was reasonably tough. As usual there were straight questions and scenario-based questions. I certainly didn’t attain a 100% score but managed to secure a pass! 

As always, I would not recommend a ‘flying-by-the-seat-of-my-pants’ approach. But I did learn to relax a little in an area I know very well.

My advice would be to absorb as much information as possible. Cover all areas of Salesforce automation through researching release notes, completing the curriculum for the exam, and feel confident in your own experience!

 

What does passing the accreditation mean to you in terms of your daily work?

This accreditation confirms to me that I am on-track in keeping up to date with the automation tools available to do my job well and will hopefully provide customers with the confidence of my experience and knowledge in this area.

 

Do you have any other Salesforce certifications you plan to take in the future?

I plan to complete Certified B2B Solution Architect as soon as time will allow. This follows on from the Certified Application Architect which I gained this earlier. It will help to re-cement my studies from that, plus hopefully hone my Architect skills further.

 

About Cloud Galacticos

Cloud Galacticos is a Salesforce consultancy / Consulting Partner with an all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. We have people all over the UK including Manchester, Leeds, Oxford, Sheffield and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

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Salesforce Einstein Automate / Flow Orchestrator Review

Summer ‘21 seems to be a big release for automation (especially Einstein Automate). I’m like a kid on Christmas morning checking it all out!

One feature I’m impatient to unwrap and get my hands on is the new and shiny ‘Flow Orchestrator’ (Pilot). I can already tell that this is set to be my new favourite feature when it becomes generally available.

 

So what is it?

Salesforce has introduced Flow Orchestrator within its ‘Einstein Automate’ suite of features. It smooths the user and customer experience, through combining data from multiple sources with powerful automation and AI.

 

What are the Einstein Automate features?

Here’s the current summary from Salesforce which shows in a nutshell what sits within Einstein Automate:

"Features

 

The point of Einstein Automate is to make it simpler for businesses to ‘go digital’ quickly and smoothly. And offering the best possible experience for customers and users.

 

My understanding is that it is not a single product purchase to acquire these features but a set of features that have been designed to play nicely together. If you have an org that is on Enterprise Edition or above, you can play with most of these right now. The exceptions are Mulesoft Composer and OmniStudio. You’ll need to speak to your Account Executive to discuss pricing for these.

 

Flow Orchestrator

Back to (Midsummer) Christmas morning – the newest element in the list is Flow Orchestrator and it is currently still in pilot (so not available to those not on the pilot programme).

Don’t be deceived by its very short description in the list. I believe this could be a game-changer for admins out there who are working with multi-user interactions to get a process done.

Salesforce says:

Built on Salesforce Flow, orchestrations can replace your existing approval processes and workflow-powered task chains. You can create multiple screen flows, one for each approval or task, and then create an orchestration that binds them together into an automated list customized to match your business processes.

Flow Orchestrator also simplifies your Lightning pages by only showing users the flow in the step that’s currently assigned to them. You don’t need multiple flow components on a single Lightning page. A single Flow Orchestrator Work Guide component displays the relevant flow to the correct user when it’s needed, no matter which orchestration it comes from.”

Image credit: https://admin.salesforce.com/blog/2021/introducing-flow-orchestrator-unify-your-complex-business-processes-without-code

I love the term ‘orchestrator’, it conjures up images of a conductor directing an orchestra of different instruments and players each contributing to the overall tune in their different and essential ways. Think of the customer (paying audience member), yourself (the admin/conductor), flow elements (the instruments), users (the players) all on the stage of Flow Orchestrator (The Albert Hall) contributing to the harmony of a beautifully constructed process!

 

Image credit: https://admin.salesforce.com/blog/2021/introducing-flow-orchestrator-unify-your-complex-business-processes-without-code

 

Possible Use Case For Flow Orchestrator:

Let’s say a customer has filled in a form on your website and this in turn has created a record in Salesforce with the basic information about their request. A record-triggered flow orchestration has determined that a customer service rep needs to call and clarify some details.

Lizzie is assigned a step within the orchestration. This guides her through a screenflow of questions which will fill in the required details for this part of the process. Lizzie receives a notification directing her to the work guide in the new record. Since Lizzie is assigned to this work step, it is not visible to any other user looking at that record.

Lizzie can get started immediately because the work guide displays the flow. She calls the customer, talks through and updates the record details within the flow and adds her own comments. This screenflow assigns Lizzie’s comments to an output variable ‘CustomerServiceCommentsOutputVar’ against the completed flow step that can be used later in the orchestration. The work on that record is done. There are no further tasks for her in the work guide at this point.

Now that Lizzie’s step is complete, the Orchestrator sees that it can resume and evaluate what needs to happen next. The details filled in by Lizzie revealed that the customer needs to return a product for refund. The orchestration flow determines that a return of this product requires authorisation from Finance. As a result, a new step is started which is an approval screen flow, and assigned to Danny. This flow has an input variable ‘CustomerServiceCommentsInputVar’ and we set up this step to pass the ‘CustomerServiceCommentsOutputVar’ into it. When Danny goes to the Salesforce record, he immediately sees what he needs to approve in the Work Guide component along with the customer service comments from Lizzie.

You probably got the picture by now. I know I have only scratched the surface so far. I can’t wait to dive deeper to really test what Flow Orchestrator can do…

 

[Written by Val Southern]
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Go with the (record-triggered) flow!

Welcome to the first in a series of blogs on automation. If you’re a Salesforce admin, this is for you. We’ll be posting about our thoughts on the latest features that will make your everyday working life a little bit easier.

To launch our first blog, we have our senior consultant, Val, talking about declarative development.

Today I’m going to talk about my latest favourite feature in declarative development – Before Save Record-Triggered Flows‘.  It doesn’t exactly trip off the tongue but I think once you’ve made one, you’ll start to realise their potential for making declarative automation much more powerful in your org! Record-triggered flows are relatively new (Summer 20) and I’ve started to see several ways they can be used to great effect.

 

So what is it?

Let’s start with the alternative. You’ve probably come across triggers, whether you’ve written one or have had a developer make one for you. Triggers can act on a record at key points in the save or delete process. For example, when a new record is created, updated or deleted, it can be updated prior to being saved  to the database using a ‘before’ trigger or after being saved to the database with an ‘after’ trigger, depending on how the trigger is written. Triggers are a great way to automate some tasks for your users or make sure data in your org is complete and useful.

Whilst triggers do a great job, they can also be cumbersome for an admin, unless you are also an accomplished developer. They can only be changed in production via deployment, which normally also includes successfully running test classes. In my experience, this can mean rewriting an out-of-date test class just to redeploy a trigger as inactive. Of course a well-thought-out trigger, which utilises custom settings to allow easy deactivation, is very helpful but (sadly) rarely exists, especially in existing client orgs.

 

What if you don’t have a developer on hand to write a wonderful trigger, complete with admin-thoughtful features?

Enter the record triggered flow (fanfare please!) Bask in the glory of making your own code-free, visual and flexible flow that can update, validate and clean data BEFORE it hits the database!!

 

How is this better than making updates post-create/update?

Many organisations, which prefer declarative development, use automation such as process builders and workflow which kick in after a record is created or updated. These, in turn may trigger off further automations, building up masses of post-save automation processes. In the absence of a better declarative alternative, it can get difficult to troubleshoot when something goes wrong. 

Introducing a well made BEFORE save record-triggered flow, could provide a welcome opportunity to replace a plethora of post-save updates and take some of the burden off post-save automation overall. Additionally, automating BEFORE save can help your org take better advantage of existing features such as custom validation rules, which run after ‘before’ save flows/triggers in the order of execution. By making the change before the record is saved, we also avoid unnecessary database updates and further processing making everything a little quicker.

 

What’s an example use case?

Let’s look at a simple data quality/validation scenario:

  • Galactic Outfitters hold quarterly virtual events for stockist companies to look at new products to sell in their stores.
  • Multiple teams of Business Development staff at Galactic Outfitters call lists of stockist contacts to register them for these events.
  • Galactic Outfitters uses a custom object ‘Event__c’ and another ‘Attendee__c’ child object, related via a master/detail relationship to record the attendees via a contact lookup. 
  • A contact can attend multiple events but should not be recorded as an attendee to any one event more than once.
  • Occasionally, Business Development staff mistakenly register a contact as an attendee multiple times to the same event. Since events have become more frequent and the Business Development team has increased in size recently, Event Managers have noticed their event attendance reports show incorrect totals and have become frustrated.

For this scenario, we want to validate against a new attendee record being created where one exists already for the same event and contact combination.We can combine a new checkbox field, a before save record-triggered flow and a validation rule on Attendee__c to accomplish this:

 

New checkbox:

New flow:

We set our Flow to trigger on record creation and set the “Run Flow” option to be before the record is saved. We are working with our Attendee object and set the following conditions – make sure there is a contact and an event for the attendee record (both are not null).

The first set in our flow is a “Get Records” step named “Find Duplicate Attendee”. We find the first record in the Attendee object where Contact = this record’s contact AND Event  = this record’s Event.

We then have a Decision node named “Duplicate Detected?” which checks for whether the value returned from “Find Duplicate Attendee” component is not null (i.e. we have an existing record that has matched). If “Yes” we have an assign action “Assign Duplicate Detected” which sets the “Duplicate Detected” field to true, otherwise we end the Flow.

 

New validation rule:

 

Try it out:

 

Et voila! 

The user cannot save a new attendee when a matching attendee record already exists. This is because the flow assigns the ‘duplicate detected’ checkbox to true for a matching attendee BEFORE the new record is saved and BEFORE custom validation rules run. The validation rule stops the record from being created and displays the error message to the user. Mission accomplished!

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Wise Words

A wise person once said “With great power comes great responsibility“. This is true when we have more power to declaratively automate in Salesforce. 

#AwesomeAdmins always think about the bigger picture

It is tempting to automate as much as possible and start adding new process builders and flows for each new requirement that comes along to keep everyone happy.

It is important to always remember the long-standing recommendation from Salesforce that we keep the number of process builders per object to a minimum (ideally 1), where possible. With this in mind, Admins should also develop record-triggered flows along the same lines. In other words – updating & optimising versions of existing process builders or flows instead of creating multiples against a single object. 

Utilise decisions, criteria and sub-flows within your single flow/process per object to make sure actions are triggered only when required and at the right time will prevent conflicts, making for a more efficient org and therefore happier users! And – the cardinal rule – ALWAYS test your new process/flow/version in a recent sandbox before activating it in a production environment!

 

Good luck and most of all, have fun with your new-found power!

 

 

 

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Salesforce Data Architecture and Management Designer Certification Tips

As we move into 2021, the focus on professional development at Cloud Galacticos continues to gain momentum. We like to encourage our team to keep on developing and learning new skills. Our new Salesforce Certification Help page is continually being added to, and one of the latest exams to be included is the Data Architecture and Management Designer Certification. We caught up with our Senior Consultant, Val, who recently passed this exam:

 

Salesforce Application Architect Certification

 

What made you decide to take the Data Architecture and Management Designer Certification?

As a fan of Trailhead, I’m a big believer in constantly challenging myself to keep up with the ever-changing landscape of Salesforce. I have enjoyed completing some superbadges to cement knowledge gained from working with Salesforce.

In January 2020, I decided to embark on a journey to become a Certified Application Architect and subsequently passed both Certified Salesforce Platform Developer I and Certified Sharing and Visibility Designer towards that. I needed a total of three more certifications and this one was the last requirement.

 

How did you approach the prep for this exam?

I conducted some research into other people who had taken and passed the exam. And as a member of the Ladies Be Architects group, I found some great posts and links there, which helped focus on study areas.

The consensus seemed to be that the first approach is to review the exam guide. Then to conduct a self-diagnosis of the areas I knew well, those I knew fairly well (and may need to refresh) and finally, those which I was aware of but had never touched before. From there I focussed on the items in my list which needed the most attention. 

I’d heard from colleagues and Trailblazer communities that FocusOnForce was a good resource for practice questions and exams. Although not a free resource, it was worth the small fee for trying out the type of scenario-based questions that I was likely to face. As I completed each subsection test one by one, it let me know which areas needed more work.

Then I embarked on a mission of completing Trailhead badges, trails and projects to gain some understanding & experience in completing some of the tasks involved in designing the type of solutions required of a Data Architecture and Management Designer. Not everything is covered in Trailhead, so I combined this with reading up from help.salesforce.com. I also created online flashcards for the areas I would need to revise later.

 

Was it difficult and any tips for people thinking of doing this exam?

As with the Salesforce Sharing and Visibility exam, it was harder than expected. When I hit ‘Submit Exam’, I honestly had no idea whether the result was going to be pass or fail! 

Although FocusOnForce had prepared me to an extent, these questions were very different. On some questions, it was answering on instinct more than anything else. In the end, I think what really helped was having lots of real-world experience designing and building applications. Also fixing badly designed ones! 

There were more questions than expected about query efficiency and, surprisingly, none about Customer360. Mine was the Winter 21 version of the exam, so undoubtedly, Customer 360 will be included in later versions.

 

Salesforce Data Architecture and Management Design Certification

 

What does becoming a certified Salesforce Application Architect mean to you in terms of your daily work at Cloud Galacticos?

As a Senior Consultant at Cloud Galacticos, my role includes designing and implementing solutions on the Salesforce platform, so it is important to make sure the knowledge that goes into providing our customers with advice and solutions is correct and up to date. That includes studying areas of functionality that I haven’t personally touched on but which could come up as important in my next project.

 

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. We have people all over the UK including Manchester, Leeds, Newcastle, Sheffield, and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

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Cloud Galacticos 2020 Highlights

There’s no denying that 2020 has been a strange and difficult year for many people. So as this year comes to a close, the team at Cloud Galacticos tell us their highlights, and what they’ve been grateful for this year. Why not join in the conversation on Twitter using #SalesforceGratitude?

 

Val Southern, Senior Salesforce Consultant

“My first work related highlight would be passing both the Salesforce Platform Developer I (PDI), and the Sharing and Visibility Designer certifications on the first attempt. It felt particularly good to have studied successfully to a structured plan. I did not leave school with great results, so it probably was something of a ‘see if I can do it for myself’ situation. It was a great confidence booster!

Finishing the Cloud Nine implementation was another highlight this year. I had to overcome some significant challenges and this project was a learning process for me. Not my first implementation by far but it was different from any other. I really enjoyed working with the Cloud Nine team and took away a lot of satisfaction from helping them. I also enjoyed mentoring Katie in the first few weeks of working at Cloud Nine.

On a personal note, I’m grateful for witnessing my partner’s success in her new writing career. For most of 2020, Jen has been going through the (surprisingly complex) process of getting her new book series ready to be published. I’ve been lucky enough to have done some beta-reading, and loved brainstorming funny ideas for story ideas and illustrations. I could not be prouder!”

 

SalesforceGratitude Phil Walton

Phil’s #SalesforceGratitude

Phil Walton, CEO

“I think my highlight of 2020 is seeing how adaptable we all are. It is easy to get used to the status quo (not the band!). Big changes or events can really shake things up and enforce change. When life throws you lemons, make lemonade!

Also, it wasn’t a choice to stay in the house for months on end, but I’ve been grateful for the chance to spend more time with my family. In the last couple of years I have spoken at Salesforce events on five continents. This year I am not sure I have gone 5 miles away from my house.

I have also enjoyed reading books. I got out of the habit, but this year have read a mix of fiction (including some 1970’s science fiction that I found in a skip!?), and non-fiction (including Paul’s book, Ines’ book, The Barcelona Way, Range, Factfulness).”

 

Emma with one of her paintings

Emma with one of her paintings

Emma Frost, Project Manager

“I’m grateful for the fact that we now have a second person, Pippa, to work on project management. It has been great to share the workload with her. Also having someone else to bounce ideas off and discuss what we can do to improve our project management offering.

This year I managed to launch a new website for my landscape painting. With opportunities for art fairs and exhibitions completely at a stand still, I knew it was time to sort out my online offering in order to continue selling work and reach new audiences. It was a lot of work and I’m very proud of the final result.

Finally, I’ve managed to give out over 100 bikes through my charity, Bikes in Need. During lockdown I have given pool bikes to be used by asylum seekers staying in a hotel on the outskirts of York. This took me over the magic 100 which has been a personal goal since I started.”

 

Rhi McCorkindale, Lead Developer

“My work-related highlights for 2020 would be getting the Salesforce Certified Service Cloud (SP20), and Salesforce Certified Nonprofit Cloud Consultant (SP20) Certification. These were areas that I have done a lot of work in but so far hadn’t taken any certifications for, so it is nice to be able to back up my experience with the relevant certifications. I hope to make some inroads into the Integration Architecture Designer Certification too this year as part of the journey towards becoming a Certified Systems Architect.

Outside work, it would be moving house. We were lucky enough to move just before the first lockdown happened. The new house has much more space for myself and my partner. We both work from home full time, along with my partner’s children who also spent half the time in lockdown here. With the extra time on our hands, we were able to do a lot of work renovating the house and garden. Looking forward to being able to have visitors in 2021!”

 

Learning Salesforce Development with Apex by Paul Battisson

Paul’s first book, ‘Learning Salesforce Development with Apex’

Paul Battisson, COO

“I think my main highlight for 2020 has been getting my first two books published!

I’ve always had an itch to write a book, but this year thanks to lots of time indoors and a lack of travel options I managed to get not one but two books on Apex programming written. It has been great to have the physical copies of the books in my hand and to finally share some of the practices and tips I have learned over the past 12 odd years with the rest of the Salesforce Ohana.”

 

Nkosi Ncube, Developer

“Amazingly, I managed to run a total of 200 miles during the first lockdown with my wife. We’ve been married 18 years and never thought this day would come. And a work highlight would be having two go-lives on projects!”

 

Sales Cloud Consultant Certification Luke Menzfeld

Luke’s Sales Cloud Consultant Certification

Luke Menzfeld, Salesforce Consultant

“ It has been a turbulent year for all with a very real requirement to adapt to day-to-day life in many different ways. My ‘highlights’ would be surviving and thriving in lockdown, changing jobs/starting at Cloud Galactico, hosting a number of events for the Newcastle User Group, mastering domestic project management (a.k.a home improvements), lawn management and gaining three Salesforce certifications.”

 

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. We have people all over the UK including Manchester, Leeds, Newcastle, Sheffield and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

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Salesforce Sharing and Visibility Designer Cert

Everyday is a school day at Cloud Galacticos. We like to encourage our team to keep on learning and developing their Salesforce skills, especially as we operate in a fast moving and dynamic environment. One of our most recent team members to gain a new certification is Val, who passed her Sharing and Visibility Designer Cert. We caught up with her to find out more…

 

WHAT MADE YOU DECIDE TO TAKE THE EXAM?

As a fan of Trailhead, I’m a big believer in constantly challenging myself to keep up with the ever-changing landscape of Salesforce. I have enjoyed completing some Superbadges to cement knowledge gained from working with Salesforce.

A few months back, I decided to embark on a journey to become a Certified Application Architect. Subsequently passed the Certified Salesforce Platform Developer I as my first step on that road.

 

HOW DID YOU APPROACH THE PREP FOR THE EXAM?

I conducted some research into other people who had taken and passed the exam. The consensus seemed to be that the first approach is to review the exam guide. Then to conduct a self-diagnosis of the areas I knew well, and those I know fairly well (and may need to refresh). Finally, those which I was aware of but had never touched before.

From there I focussed on the items in my list which needed the most attention. Then I embarked on a combined mission of completing Trailhead badges (and one Superbadge) which covered the subjects and/or reading up from help.salesforce.com. I also created online flashcards for the areas I would need to revise later, which helped a lot.

 

WAS IT A TOUGH EXAM AND ANY TIPS FOR PEOPLE THINKING OF DOING THIS EXAM?

It was harder than I expected. I was glad I’d gone into some detailed study on Apex sharing and sharing within communities. Additionally, there were more questions than expected about scalability issues. So I can’t stress enough the importance of knowing all areas inside out!

And as a member of the Ladies Be Architects group, I found some great posts and links there, which helped me to focus on study areas.

 

WHAT DOES PASSING THE CERT MEAN TO YOU IN TERMS OF YOUR DAILY WORK?

As a Senior Consultant at Cloud Galacticos, my role includes designing and implementing solutions on the Salesforce platform. So it is important to make sure the knowledge that goes into providing our customers with advice and solutions is correct and up to date. It includes studying areas of functionality that I haven’t personally touched on, but which could come up as important in my next project.

 

DO YOU HAVE ANY OTHER CERTS YOU PLAN TO TAKE IN THE FUTURE?

The last step towards Certified Application Architect for me is to take the Data Architecture and Management exam. So that is going to be my next focus. Wish me luck!

 

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. We have people all over the UK including Manchester, Leeds, York, Sheffield, and London. If you are looking for a Salesforce partner with experience who can help you make the most of your org, why not give us a call?

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Team Galacticos Salesforce Event Highlights

Anyone in the Salesforce ecosystem will know, we’re one big ohana. And before the Covid-19 situation affected us all, events and conferences were a big part of what we do (from local user groups and community Dreamin’ events, to large scale World Tours and of course, Dreamforce).

With all Salesforce events for 2020 now being re-imagined, some of the team members at Cloud Galacticos tell us their event highlights from previous years.

 

Neel Meghani CTO – India Dreamin 2018

Neel at India Dreamin

“My second time attending India Dreamin was back in December 2018. Representing Cloud Galacticos was Phil Walton (CEO) and our new (at the time) COO Paul Battisson, along with myself. This was also a very memorable event for me as it was the first time speaking at such an event.

From my experience of Salesforce related events, India Dreamin stands out above and beyond all others. There seems to be much more passion for learning about the platform. The entire two days had the feel of something special happening and that the Salesforce community should take notice!” 

 

 

Paul Battisson, COO – Dreamforce 2014

Paul presenting at Dreamforce

“This was my second Dreamforce, so I had learned a few of the newbie lessons from my first Dreamforce and was much better prepared for the craziness. The reason this is my favourite Dreamforce is that I did my favourite ever talk for the first time – ‘Building Machine Learning Systems With Apex’ with my then colleague Jen Wyher.

Why is this my favourite talk? Firstly, it took a tremendous amount of effort to get the system working. Secondly, this means Jen and I hold the record for being the first people to discuss doing AI/Machine Learning on Salesforce, years before Einstein. We got such great feedback from the talk. It started so many conversations with people that changed how I spent the rest of the event.”

 

Phil Walton, CEO – Punta Dreamin’, Uruguay 2018

Phil at Punta Dreamin

“Salesforce events have taken me around the world! I am proud to say I have spoken at events on five continents, and Punta Dreamin was a great excuse to travel to a whole new continent for me. I had never been to South America, so my trip to Uruguay – via a few days in Buenos Aires, Argentina – was an amazing trip. 

Great food, great wine, and Aldo was a great host. Also I was training for the Manchester marathon at the time, so I running in the heat of Buenos Aires and Punta was amazing. I always say running is a great way to see the sights of a new city.

Phil running in Buenos Aires

I look back on international trips like Uruguay, India, Morocco, USA, and around Europe with fond memories. Hopefully they will be back soon and we’ll meet again!” 

 

Val Southern, Senior Consultant – Salesforce World Tour London 2019

Val at World Tour London

“At Cloud Galacticos, we work remotely so it’s always good when the team gets a chance to meet up at Salesforce events. And for me, one of my annual highlights has been the Salesforce World Tour London in May.

Last year’s conference was great. We held our first ‘Client and Partner Drinks Reception’ the night before. It was at a fabulous rooftop bar near Salesforce’s London office. As one of the  sponsors of the conference, we had a stand which meant our day started at 7am, and didn’t finish till 6pm. But as usual, the day flew by, especially as we had a special guest keeping us company at the stand in the way of Paul Sturgess, Britain’s Tallest Man!

It’s a shame that the event couldn’t happen this year, but fingers crossed for 2021!”

 

Nkosi Ncube, Developer – Mulesoft Connect 2019

Nkosi Ncube at MuleSoft CONNECT 2019

“I have been to a few Salesforce events, the most notable ones being the Salesforce World Tour. Unfortunately due to Covid-19 most events were not to be this year. 

However, I did manage to attend the Mulesoft Connect event in London in October 2019. The main highlight was actually finally meeting a fellow Galacticos, Mike Gill. And of course I can’t forget the swag (very important at events!).

We hope and pray these events will be back soon!”