While we love to blog about the new Salesforce release, sometimes we just focus on the clouds (Sales, Marketing, etc.) or give a rapid reaction. For Winter 17, I am going to try something new and just highlight things that made me smile or cheer. I call these things "The Good Stuff."
Ok, so these are not really all Winter 17 features, or actually features at all but one can never start planning for retirement too early. The Stay-in-Touch feature has long been the bane of the Administrator's life so I am jumping for joy at its long overdue retirement. The Cloud Scheduler, while once a cool idea, was never given more love, updates, or a training hand to get full adoption. Also notable retirements coming to a release near you are the LinkedIn Pilot and Chatter Answers. Salesforce must be buying those gold watches in bulk.
While I am not so keen on everything getting a "Lightning" marketing makeover, this feature could be the most time saving for the next 10 years. This new "no password" feature takes two factor authentication to the next level, just click your username, tap to approve a mobile application notification and enter in a pin or fingerprint. Now that is pretty neat. It is also nice to see Salesforce catching up with the times using Touch ID and fingerprints for authentication.
Speaking of logins and security, this new feature will allow the Authenticator application to back and restore your accounts from one device to another. This is great for when you lose (crazy party) or upgrade (fell in the toilet) your new phone and don't want to go through all the hassle of setting things up again.
Saving the best for last and getting to the heart of an ugly user interface. For years (and years) Flows have been a powerful, if dated looking, feature of Salesforce. They allow for a more wizard based, multi-step data collection with decisioning along the way. While the underlying feature was great, the look and feel left a lot to be desired so getting a new "Lightning Skin" is a nice new addition. Hopefully this is the start of the merge between Flows and Processes which seem like a natural direction.
As with the last several releases there’s a heavy emphasis on the Lightning Experience and with Dreamforce 2016 just around the corner, I imagine this trend will continue into what I hope is the most epic Dreamforce yet. Many of the changes to Lightning Experience are subtle, but go a long way in improving the usability of the interface for end users. A few of my favorites are listed below:
Field Level Help: A feature as old as time from Classic is now Generally Available in Lightning Experience. Add help text for your users which when hovered provides additional context/details.
Save & New Buttons: With the addition of Save & New buttons, one can easily and in quick succession create new records without leaving their place inside of the application.
“Never Forget” Record Details: As more and and more information is available on page layouts, Salesforce now remembers when users expand or collapse a section and when a user returns, these settings are honored. This makes it easier and faster to navigate page layouts, seeing only those sections or details that matter most to you.
But perhaps, the User Experience update that takes the cake (at least in my book!), is the ability to edit list views in-line and en-masse. Users can now modify a record or records from the list view without ever going to the detail or edit page. Please note that there are a few limitations with this release, mainly that if the list view contains more than on record type or filter logic with OR clauses then the inline edit functionality won’t be available. This feature is also available in Salesforce Classic for those of us who haven’t yet made the switch to Lightning Experience.
Second to UI/UX changes, the long awaited ability to associate a contact with multiple accounts, highlighted by our very own Peter White in Checking in on Summer ‘16, continues to get a facelift. In addition to the Summer ’16 feature release, with Winter ’17 we gain a View Relationship Action, Validation Rules on the Account Contact Relationship Object, and the ability to indirectly relate person accounts to accounts.
While all of these goodies are great, by far my favorite new functionality is Lightning for Gmail (Beta). All of us Google Apps users have been waiting a long time for this one. Lightning for Gmail, is the latest email integration from Salesforce. While not yet generally available and requiring some internal IT Administration to setup, users can take advantage of searching and viewing matching Salesforce records directly in Gmail through a new Salesforce Side Panel. Additionally, if your organization uses GCal or Google Calendar?, events from Gcal sync to Salesforce. The reciprocal Salesforce to Gmail calendar sync is not yet available, so you’ll want your end users to be mindful and aware. There are certainly some limitations here, but as someone who relies heavily on both Salesforce and Gmail, I could not be more excited that Salesforce is bringing this functionality to us.
Have you read the Winter ’17 Release Notes Preview? What are you most looking forward to? Let me know on the Arkus Facebook page, in the comments below, in the Success Community, or to me directly via Twitter @HollyRyall
I’ve always been partial to seeing the big name speakers when at Dreamforce. I can remember back to my first conference, Dreamforce 2008, where I was introduced to the quirky and brilliant writer Malcolm Gladwell (whose books and podcasts I consume as though they are going out of style) along with the aptly named Dr. Larry Brilliant who at the time was running Google.org. Ever since getting a taste of seeing these larger than life personalities live I’ve always made it my mission to get to these keynotes. From Bill Clinton to Bill Gates, these talks rarely disappoint. Here are a few big name speakers I’m looking forward to seeing in person this year at DF16.
I cannot think of a family that has done more in the area of philanthropy over the last 10 or so years than the Gates family. The Bill and Melinda Gates Foundation gives to such a wide array of causes to ensure that the foundation’s goal of improving equity in the United States and around the world is met. For those interested in giving back and philanthropy this is a can’t miss talk.
How often do you get a chance to see a hero from the civil rights movement in the 1960s in person? This man was a part of the walk over the Edmund Pettus Bridge in Selma, Alabama and continues to fight day in and day out for civil rights in congress. No need to get all political, just saying, this man has lived a full life of fighting for what he believes is right and that is extremely respectable and should lead to a very powerful keynote speech.
The owner of the Dallas Mavericks and star of Shark Tank is always entertaining. He’s a tech geek at heart which is always fun at a tech conference. I’m expecting him to bring an energy to his talk that will inspire many to become entrepreneurs and utilize the skills that they are learning at the conference to start their own business, create an app, or generally just get juiced up about the possibilities of what one person with a great idea could accomplish.
The CEO of (RED) is going to be a major highlight for me. Not only is (RED) an outstanding organization that is innovative in every sense of the word but they are also an Arkus client. I cannot wait to see what Deborah has to say about the impact that (RED) has on fighting AIDS in Africa. I think this will be a tearjerker for me.
Billie Jean King
Let's get this out of the way - I am a tennis geek. I go to the US Open every year and was even a ball boy for a few years back in the 90s. I’ve actually met Billie Jean King before at a tennis tournament that I participated in (and won) that took place at the USTA National Tennis Center (now called the USTA Billie Jean King National Tennis Center). She’s been an outspoken voice for years on the topic of equal rights; in particular when it comes to women. I think she’s a great addition to talk about Women in Tech and generally is such an iconic figure in the world of athletics which makes me happy to see two of my favorite worlds collide (Salesforce and sports).
There are so many amazing speakers this year I can’t mention them all. Let me know who you are really looking forward to seeing by commenting below or on one of our many social outlets. Maybe we can meetup for one of these talks - hit me up.
Where has the time gone? It felt like it was only yesterday I was enjoying the sounds of the Foo Fighters at Pier 70. Dreamforce 2016 hits the streets of San Francisco on October 4th thru the 7th and there is no better way to kick-off the MLB playoffs than to hear about what is new in the world of Cloud Computing with over 130,000+ other Salesforce disciples. Here are the top ten reasons to attend Dreamforce 2016.
Heard of Shark Tank? Want to pitch a startup idea to Mark Cuban and other celebrity judges? Here is your opportunity with the first ever Dreamforce startup pitch event being called Dreampitch. You can apply online and the three finalists will be flown out to Dreamforce with the opportunity to win 150K investment from Salesforce Ventures.
#9 Keynote Opening Band
One of the Dreamforce surprises I always get a kick out of is the guest band to open Marc Benioff’s keynote. Last year we got to hear Stevie Wonder, in 2014 we got the Beach Boys and in 2013 we got to go back in time with Huey Lewis! Who will it be this year?
#8 Tony Robbins
This is not the first time we will see Tony Robbins at Dreamforce but he never disappoints. Fresh of the release of his Netflix “I Am Not Your Guru” documentary, Mr. Robbins will be giving us a three hour keynote I am sure will be filled with music, inspiration and a lot of energy. A great way to end day one of Dreamforce.
#7 Dreamfest and UCSF Benefit featuring U2
Last year was an epic concert featuring The Killers, Gary Clark Jr. and the Foo Fighters. How do you top that? How ‘bout one of the greatest bands ever, U2. I personally have never seen U2 so this is definitely a bucket list item for me that I am eager to check off. Last year the concert raised over 10 million dollars to benefit the UCSF Children’s Hospitals. Hopefully this year they can top that!
#6 Celebrity Keynotes
Last year’s list of celebrity keynote speakers didn’t disappoint with the likes of Goldie Hawn (Actress), Susan Wojcicki (CEO of YouTube), and Jessica Alba (Actress). This year we are lucky to hear Deborah Dugan (CEO of (RED)), Astronauts Scott and Mark Kelly and Billie Jean King (Tennis Star and Sports Icon) to name a few. Some will have limited seating so registering sooner than later is recommended.
Dreamforce is not just about technology and what new big product or functionality Salesforce plans to deliver in the coming months. (Safe Harbor) It is very much about awareness of global issues, what we can do about it and act upon while we are there. Whether it is a food drive, book drive or the ability to make a donation to one of many nonprofits to be featured on stage, Salesforce makes it easy to give back.
Each year we get to meet new people from around the world who share the love for Salesforce and other things. Whether it is for career advancement or just to collaborate with like minded people in your industry, Dreamforce is a networking mega event. This is also a great place to reconnect with some old friends. Some of my better friends today were made at Dreamforce.
#3 Marc Benioff
How often do you have the opportunity to hear “the decade’s top innovator” as per Forbes speak in person? Marc Benioff has made a lot of news this past year inside and outside of Salesforce and with the Presidential Election right around the corner I am very interested to hear what he has to say in his keynotes. It’s also great to witness the chemistry between Marc and Parker Harris and you only get to see that at Dreamforce.
Salesforce surveyed previous attendees and it just so happened that 96% of the attendees surveyed said their business improvements outweighed the cost of going to Dreamforce. In addition they reported gains across key business metrics for sales, service, marketing, and IT. Results reported a 32% average increase in sales productivity, 36% increase in customer satisfaction, 39% increase in marketing ROI and a 51% faster deployment of IT programs. If you are having trouble getting approval to go to Dreamforce, feel free to drop these stats on the boss.
Salesforce has done a ton of work in helping enable people to learn Salesforce with the likes of Trailhead and the continued growth of user groups and regional events. At Dreamforce however you get access to over 2,000 sessions, 1,000+ product demos, hands on trainings, certifications and other educational opportunities such as meeting with product managers or mingling with Salesforce MVPs in The Dreamforce Campground.
You are a part of an organization that utilizes the power of Salesforce. Your organization contains a lot of information, some of that information is very sensitive and you do not want to jeopardize the security or integrity of your data by making any changes that could potentially mess things up. That is what Sandboxes are for. They give you a platform to develop and/or test out changes in a closed off environment that has no influence at all on your production org. There are some basic limitations with your Sandboxes though, some Sandboxes are bigger than others and have different functionality and use cases. Lets chat about those different sandbox types and the use cases for each.
A Developer Sandbox serves purely as a development environment, containing only metadata and zero actual data. While you don’t have any access to data from your production org, you will have the opportunity here to create something new. You have the ability to refresh this Sandbox daily, which essentially deletes and recreates a Sandbox using the same name. Developer Sandboxes have 200 MB of file storage and a 200 MB data storage limit. The Developer Sandbox is not to be confused with it’s older brother, the Developer Pro Sandbox. The Developer Pro Sandbox serves the same purpose as it’s little brother, only it has 1GB of file storage and a 1GB data storage limit.
Partial Copy Sandbox
Looking to work with some data from your production org? Partial Copy Sandboxes are for you. As the name suggests, these are partial copies of your production org. The Partial Copy environment contains all metadata from your production org and some data. You define what data gets copied into your Sandbox via a Sandbox template. Partial Copy Sandboxes have 5GB of storage for files and a 5GB data storage limit. You can refresh a Partial Copy Sandbox 5 days after its creation or from when you last refreshed it. That 5 day period holds true with deletion as well, as you are not allowed to delete and create a new one until 5 days after its last refresh or creation.
This is the boss hog of Sandboxes, folks. Full Sandboxes are a direct replication of your current Salesforce org, all the way down to the attachments on an account that hasn’t been active in years. Feel free to do whatever you want here, there are no limitations! You can do anything you could normally do inside of your Salesforce org with minimal repercussions. Something to be aware of is that since it is a direct copy, you can still trigger email alerts like you would in Production. Full Sandboxes’ primary use case is testing changes, particularly big changes that would otherwise have major ramifications if done incorrectly in your production org. One of my favorite features of a Full Sandbox is that ID’s are exactly the same as Production. This makes performing data migration that you did in your Sandbox very easy to duplicate in your Production org. You have the ability to refresh a Full Sandbox 29 days after its creation or last refresh. If you delete a Full Sandbox within the 29 days, you need to wait until after that 29 day period has expired to create a new one. This Sandbox comes with the same file and data storage limit as your production organization. It is important to note that since a Full Sandbox does come with everything that is inside of your production org, it can take as long as a few days to create.
What Do I Get?
Like Sandboxes, Salesforce comes in several different types, or editions. Each edition has a different amount of Sandbox licenses included with it:
Enterprise Edition orgs come with licenses for 25 Developer Sandboxes and 1 Partial Copy Sandbox.
Performance Edition orgs come with licenses for 1 Full Sandbox, 5 Developer Pro Sandboxes, 100 Developer Sandboxes, and 1 Partial Copy Sandbox
Unlimited Edition orgs include licenses for 1 Full Sandbox, 5 Developer Pro Sandboxes, and 100 Developer Sandboxes and 1 Partial Copy Sandbox
Professional Edition orgs include licenses for 10 Developer Sandboxes
If you have an org and wish to obtain a Sandbox that did not come included with your edition, you can purchase additional Sandboxes by contacting Salesforce (typically this is for testing big changes in full sandboxes).
So What’s Next?
If you are happy with the changes that you’ve made, you can deploy your changes via something called a change set. This moves your changes from the Sandbox to Production after undergoing some pre-deployment testing provided by Salesforce.
Sandboxes are great for every need. It doesn't matter if you are an organization looking to implement big changes or an admin who wants to show off your amazing ideas that could propel the organization to the next level. The only limitation is your imagination!
Do you love or hate Sandboxes? Want to share your experiences or opinions? Let me know on the Arkus Facebook page, in the comments below, in the Success Community, or to me directly via Twitter at @RyanOwensRPO.
The Summer 16 release has now been deployed for over a month and we at Arkus have been implementing many of the new features. Here’s a partial list of enhancements that we have implemented with our clients that received favorable feedback.
Lightning Experience and Salesforce Classic
- Contacts: Associate a Contact with Multiple Accounts - This long overdue feature has been widely embraced as users are pleased with being given the ability to associate a single contact with multiple accounts. Administrators have been hard at work to deploy this feature and clean up existing Contact records. Shoutout to Salesforce for the superb help content “Set Up Contacts to Multiple Accounts” which includes an extremely helpful video.
- Processes Can Execute Actions on More Than One Criteria - This is a significant improvement to Process Builder that allows you to manage what happens after your process executes a specific action group. Now you can have the process stop or continue on to evaluate the next criteria in the process, effectively managing multiple process for a single object. Process Builder continues to evolve into a more robust tool with every release and we hope it continues to receive needed attention to resolve outstanding concerns.
Console for Service
- Set up Service Cloud Features in a Flash with Launch Pad Templates - The addition of templates has significantly streamlined console configuration. Administrators just enter “Launch Pad” in the Setup Quick Search box, then choose to deploy a Standard or Branded Console, or Service Reports & Dashboards. The new math: Templates = Win
- See What’s What with Responsive List Hovers - This is a rather nifty feature that allows console users to peek into list-view rows. It appears to be a seemingly small enhancement but it is one that can greatly increase productivity and is certainly better than those pesky non-stop movie trailers.
- Customize Home for Different User Profiles - create custom Home pages that appear for different profiles in your org. Display and organize useful components, and assign different pages to different types of users. You can even create and edit pages for leads, contacts, and other types of records.
- Team Up to Work Accounts in Lightning Experience - Account teams are now available in Lightning Experience, allowing for increased access to the account and its related records.
- Create New Accounts Lightning Fast with Account Autofill - This is slick, have you tried it yet? This usability enhancement saves users from having to type the full company name as it offers suggestions as you type. As a bonus, the account website, phone, and billing address will populate in the record if they are available without having to type them.
- Visualize Your Business Like Never Before with Account Logos (Beta) - This feature shows company logos on account records, yet another visual usability enhancement. I’ve had limited success in getting logos for smaller to medium companies to appear but it seems reasonable to expect that this will improve over time.
- Create a Calendar from Anything in Salesforce - This is another long overdue feature that allows anyone to create a calendar from a standard or custom object by choosing a date field representing what they want to track. It’s simple to create a calendar and you can display a single or multiple calendars, they are color-coded so you can easily distinguish between them. Users are empowered to manage their own calendars - they can apply a list view to filter, as well as edit and delete calendars they’ve created.
This monumental Summer 16 Salesforce release has quickly proven to be a success. Do you have some favorites that we didn’t mention? Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @sfdcclicks.
The event is called the Nonprofit CRM Summit, and it is free August 1-12, 2016, available for purchase after. Yes, I just said free, and the tickets are available at www.nonprofitcrmsummit.com. It was organized by the fantastic Missy Longshore of Longshore Consulting. The speakers, me being one of them, are going to show you everything you need to know as a social change leader when it comes to starting and sustaining the simplest, most successful, and user friendly CRM possible. Obviously I focused on Salesforce and brought some interesting insights into how to configure a very simple program management application using best practices for app building using clicks and not code.
One of the coolest parts about this event - all of the speakers have never been together at one event before...and it can cost hundreds to thousands to see us all at live events. You can see all of them in one place for free – you don't even have to leave your house, and you can definitely watch in your pj's.
Who Is Speaking
Over 20 world-class nonprofit leaders, social change experts, authors, thought leaders, fundraisers, and technology experts will be there. Big names like Beth Kanter, Mike Gerholdt, Cheryl Contee, Marc Baizman, Cole Nussbaumer Knaflic, Ben McCarthy, Joni Martin, our very own Jason Atwood, and lots more.
The event's broken down into 2 main interwoven tracks so you can mix and match your topics for maximum impact. Here are just a few of the speakers' presentations:
Track 1: Nonprofit Executives: Sustainable Tech Strategy
- Creating a Culture of Technology Innovation at Your Nonprofit (Karen Graham - special live keynote August 1st!)
- Salesforce Admins are the Next Leaders (Mike Gerholdt)
- How to Partner with Consultants (Sara Chieco)
- 11 Common Mistakes in Selecting CRMs (and How to Avoid Them) (Robert Weiner)
- How to Fundraise Effectively in Less Time (Marc Pitman)
- And several more!
Track 2: Nonprofit Professionals: Sustain Your Success
- Getting Things Done (Jason Atwood)
- How to Get Started with Trailhead! (Shonnah Hughes)
- More Effective Online Engagement with Salesforce (Ryan Ozimek)
- Formulas are Your Friends! (Michelle Regal)
- Drive Adoption with Salesforce Actions - published on August 10, 2016 (step by step workshop) (Justin Edelstein - hey, that’s me!)
- The Power of Community (Joni Martin)
- And several more!
Remember to take to the social networks and talk all about this great event using the hashtag #NPOCRM. It’s bound to be educational on every level and don’t forget to thank Missy Longshore.
What is Salesforce Bootcamp?
The Monroe College Salesforce bootcamp was designed to introduce Salesforce as a platform to individuals who are underrepresented in technology. Participants learned Salesforce basics, discussed careers opportunities and got a complete overview of the Salesforce ecosystem as it exists today. In collaboration with Monroe College, the NYC Women in Tech user group and Salesforce.com, the goal is to really inspire and prepare the next generation of Trailblazers to pursue careers in technology. The group that I was honored to work with included current students, recent graduates, and veterans.
There is a mentorship component to this program where all individuals are paired up with a Salesforce professional whose career is closely aligned with the path participants would like to pursue. The mentor’s role is to share industry knowledge and expertise, provide guidance, and help their mentees discover meaningful potential career opportunities.
During the Training
We utilized Trailhead as the base of the course and walked the students through the modules. The immediate feedback from students was overwhelming, they were excited to learn more about the platform and became Trailblazers right before our eyes. One of the students even mentioned that he wished he would’ve had this Trailhead project assigned as to him as the Senior Project. He could not believe how quickly he was able to build a simple app. The students were also very happy to hear about the flexibility of working with a platform that is cloud based. This touched the hearts of many transfer students as they realized that the opportunity to work from their home country is very realistic.
The bootcamp participants were there to learn, but I also learned a lot too. This experience really helped me reflect on what makes pursuing a career implementing Salesforce so great. The platform has readily accessible resources needed to take your career wherever you want, the sky's really the limit. Due to the awesome community and amazing resources, there is much less of a cutthroat, dog eat dog attitude that plagues so many industries. We are all here to help one another which is a great asset when first getting started.
There are employers that will hire you based on potential and willingness to learn. One advantage of working with the Salesforce platform is that it makes it simple to showcase your skills and demonstrate your knowledge of the platform. One of the many ways this can be accomplished is by displaying Trailhead badges you have earned in your Community Profile or talk about projects you have completed. Additionally you could even create a free Developer Edition org and just build out something awesome to share during the interview. We shared this information with the participants so they could hit the ground running once they are ready to begin interviewing.
I am happy that I was able to provide some insight and shed some light on a platform that has helped my career tremendously and has allowed me to grow my skills and meet some great people along the way.
I want to hear about your volunteer experiences and ways that you have given back to the community. Please feel free to share with me on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @msespinal90.