Arkus Blog

The official Arkus blog provides your weekly dose for all thing Salesforce. Stay on top of the latest, most relevant Salesforce features, applications, and best practices.

Winter 17 for Lightning

Winter 17 is here, let’s talk about some of the great features added to the Salesforce Lightning Experience.
Winter 17 for Lightning

Winter 17 for Lightning

Now that Dreamforce 16 is over, it is time to focus on the next phase of Salesforce, Lightning. Salesforce Lightning Experience started off slow but has improved dramatically with each release. Personally, I love Lightning Experience. I think it is modern, sleek, and ultimately is the future of Salesforce. At the moment, there is a hanging issue with the performance but that should be handled in future releases. The Winter 17 release makes some of the biggest jumps in the Lightning Experience yet. Let’s talk about some of my favorite features:

Lightning Component Actions

Lightning component actions are custom actions that that invoke a Lightning component. One of the coolest parts about this feature is that it supports Apex or Javascript. This opens the window to add a lot of custom functionality to deliver the best user experience in your Salesforce instance.

Lightning Login

This is great –– Salesforce is catching up with the times with Lightning Login. You can receive a notification on your phone and authenticate via fingerprint or PIN. No more hassle of having to remember passwords. This is a significant boost to convenience and efficiency which makes this a must have. Fellow Arkie, Jason Atwood, talked about how much he liked this in one of his recent blog posts. I agree with him, this is definitely ‘The Good Stuff’.

Assign a Custom Record Page per Lightning App

The new release allows you to choose from one of two options when creating a custom record page. You can either make the record page default for all users or you can assign the page to one or more Lightning apps in your Salesforce instance. This is really great because it gives you an awesome level of customization, allowing you to segment your org and deliver a unique user experience per app in Salesforce.

Inline Editing of List Views

I know I’m not the only one that hates having to go and update individual records from a list view. With the new release, you can now edit individual fields inline and also mass edit records inline directly from a list view. No need to ever have to dive into a record from a list view to make a quick change again. This is big and I know that another fellow Arkie, Holly, agrees with me. It’s a huge time saver and as we all know, efficiency is key.

Invoke A Process From A Process

This is one of my favorite features in this release. The new release grants us the ability to call a process from within another process. This with the combination of being able to invoke flows within a process gives us a ton of flexibility and limitless potential. With that said, this is something that you need to be careful with because it can lead to a lot of potential issues if you are not.

Winter 16 makes the biggest leaps in Lightning functionality yet and Salesforce is listening to us, delivering on our ideas in the IdeaExchange. This is still only the beginning and the sky's the limit for Lightning. I can’t wait to see what the next release has in store for us!

How do you feel about Lightning? Want to share your experiences or opinions? Share them with me on the Arkus Facebook page, in the comments below, in the Success Community, or to me directly via Twitter at @RyanOwensRPO.

What We Are Watching - Episode #253 of CloudFocus Weekly

A special episode to talk about the things we are currently watching streaming or on TV.
What We Are Watching - Episode #253 of CloudFocus Weekly

What We Are Watching - Episode #253

Dreamforce 16 Is Over, Now What?

Post Salesforce Dreamforce 16 Thoughts and Suggestions
Dreamforce 16 Is Over, Now What?

Dreamforce 16 Is Over, Now What?

Dreamforce 16 is a wrap, four packed days of sessions, keynotes, and non-stop networking (and walking) has left us energized and excited for things to come. Now what? How can we make best use of our renewed vigor? Here are some thoughts and suggestions on how you can harness that energy and put some of what you learned to use.

Give Back

  • Fight AIDS - You can still join (RED) in fighting AIDS by donating or buying (RED) products and The Bill & Melinda Gates Foundation and Salesforce will match every contribution.

  • Support Local Schools - Follow up on Marc Benioff’s call to action during his keynote by reaching out to local schools and asking how you can help. There’s no better way to impact your community and help shape the future.

  • Support Nonprofits - Locate and join a local nonprofit user group and seek out an organization that could use some help. Sometimes just lending an ear to users and administrators sharing their concerns or asking questions can lead to a fruitful relationship, offer them a chance to chat over a cup of coffee.

Revisit Sessions

    • Check Chatter Feeds - Open up the Events app and check the feed on your bookmarked and attended sessions for presentation attachments and video links. If you haven’t already, identify some best practices, new formulas, and AppExchange apps to implement in a developer org. Make note of sessions that you want to revisit, you may want to clean up your bookmarks to eliminate any sessions that you are no longer interested in. Compile a list of sessions and keynotes that spiked your interest, if you haven’t already. 
  • Watch Sessions - Visit the Dreamforce Video page and locate any of the sessions or keynotes on your list. Note that the videos will be uploaded over time and plan to revisit periodically. You may find it useful to create a Google alert for “Salesforce Dreamforce 16” videos and have it sent to your inbox.


  • Grow With Trailhead - One of the highlights of Dreamforce this year was Trailhead. Create a development plan for yourself that includes scheduled training using the tool and hold yourself accountable for completing modules and collecting badges.  

  • Pass It On - Share this amazing tool with peers, family (kids love it) and friends. If you’re like me, you’ll be pleasantly surprised by how many people accept the offer, get introduced to the Salesforce platform and adopt Trailhead as part of their regular routine.


Revisit Keynotes

  • Watch Recordings - There were so many awesome keynotes and campfire discussions this year it was nearly impossible to catch them all. Now’s your chance to see what you missed, there are plenty of highlights to keep you satiated. Don’t miss Melinda Gates, Deborah Dugan, Rep. John Lewis, Billie Jean King and of course Dreampitch with the Shark Tank crew.


This monumental Dreamforce event was one for the ages and yet we are only a year away from Dreamforce 17. How do you plan to stay engaged? Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @sfdcclicks.

Lightening The Load - Episode #252 of CloudFocus Weekly

A Dreamforce 16 recap and talk about what is new (good and bad) for Lightning in Winter 17.
Lightening The Load - Episode #252 of CloudFocus Weekly

Lightening The Load - Episode #252

First Time Around Dreamforce 16

Dreamforce ‘16, Salesforce’s annual user and developer conference, has grown into the world’s largest tech conference. Among 170,000 people, attending for the first time, I was both excited and anxious about the experience.
First Time Around Dreamforce 16

My First Time Around Dreamforce'16


After reflecting on my first Dreamforce, gratitude is my new attitude. My Salesforce badge provided access to a mind blowing amount of knowledge, a wealth of opportunity and over four days to enjoy it. With over 3,000 sessions, I soon realized I was not going to make every event and I needed to let go. I coached myself many times to be present, to stay present, and to make the most of this amazing event.

Arkus kicked off the week with our annual “Welcome to Dreamforce” party, featuring’s one and only Ryan Boyle and his Hella Good band. So fun to see so many friends of Arkus for a hella good time.

Project Open Hand

One of my favorite events was volunteering for Project Open Hand, a local San Francisco nonprofit that provides meals with love to critically ill neighbors and seniors. 2,500 nutritious meals and 200 bags of groceries are provided every week to help sustain Project Open Hand’s clients. We spent our time packing 2,000 tote bags with a specially designed cookbook, mixing bowls and measuring cups, and the turn-out was tremendous! For individuals, corporations or youth programs interested in additional volunteer opportunities with Project Open Hand, you can send an email to

Marc Benioff’s Keynote

Lining up for Marc Benioff’s “Be a Customer Trailblazer” keynote, it was clear just how many people wanted to get a glimpse of this iconic tech genius visionary. In line for over two hours, I visited with folks from India and Sweden. “What brings you to Dreamforce” was my hello and it worked all week long. People come from all over to attend this conference, and everyone had a different story. One old timer remarked that after attending Dreamforce 8 times he just lets Dreamforce come to him.

Seeing Marc Benioff for the first time will stay with me. He strikes me as a humble, quality fellow who showed us clearly what he is all about. Throughout the presentation, Mr. Benioff illustrated how he utilizes his gifts to bring good people together to do great things. I will not forget when he spoke so passionately about providing technology, access and opportunity for kids otherwise forgotten and when he shared his video, Where’s the Love to raise money for his cause. I will not forget Deborah Dugan, CEO of (RED), who shared her personal story and path to a nonprofit founded by Bono and Bobby Shriver to engage businesses and consumers to help fight AIDS in Africa.

Another highlight was spending time at the lodge at the Westin St. Francis. A beautiful home-like hotel to compliment the charm and warmth of all the great folks at With client sessions, partner booths, and fun trailblazing activities, it was a lot of fun!

Struck by the level of support and tireless effort from our hosts Salesforce and as well as the local people supporting such an impressive event, I’d like to extend a huge thank you to everyone that worked so hard to bring us Dreamforce. See you next year!

For highlights, keynote videos, and new product information, go to Dreamforce '16. If you’d like to share your Dreamforce‘16 story, please reach out to us on our Facebook page, or directly at me on Twitter @SCarabetta1 or in the Success Community.

Dreamforce 16 Live - Episode #251 of CloudFocus Weekly

We are live from Dreamforce 16 with impressions from announcements, sessions, and keynotes.
Dreamforce 16 Live - Episode #251 of CloudFocus Weekly

Dreamforce 16 Live - Episode #251

Arkus @ Dreamforce 16

A quick guide to finding Arkus and Arkies (yes, that is what we call ourselves) at Dreamforce 16.
Arkus @ Dreamforce 16

Arkus @ Dreamforce 16

I guess this being my 10th Dreamforce, the duties of writing the "Where is Arkus" blog post seems to be fitting so here is where you can find us, our clients and our products at Dreamforce 16.


We are always so proud to have our clients presenting at Dreamforce, giving them a chance to shine and share their success. This year we have four clients, all from the non profit space.


We are so excited that our free AppExchange products get some love at Dreamforce (besides all the pins and stickers we are brining). This year Clone This User has been singled out in a session.


Just like Pokemon, you have to catch them all and while lots of Arkies will be attending Dreamforce a few have stepped up to do so presenting.

  • Roger will be presenting at session called "Lessons Learned: Building a Hybrid Remote App with Communities and Ionic" Tuesday, October 4, 1:45 PM - 2:15 PM at Moscone West, Mobile Theater
  • Justin will be working the Salesforce Security Booth in the Admin Meadow on Tuesday the 4th from 10AM - Noon. Stop by and wish him a belated birthday.
  • I will be working the Mobile Admin booth at the Admin Meadow on Wednesday the 5th from 3 to 4pm.

CloudFocus Weekly

No Dreamforce would be complete without the live coverage of Justin and myself on the CloudFocus Podcast and while Salesforce is being less supportive of the podcasting community this year, we will still be there, roaming the floors and podcasting away.

If you want to meet up or hang out makes sure to hit up our Facebook Page, in the comments below or directly to me @JasonMAtwood

Salesforce Administration Focus at Dreamforce 16

Attending Dreamforce this year and interested in all things Administration? Here’s a look at some things to consider and look out for this year.
Salesforce Administration Focus at Dreamforce 16

Salesforce Administration Focus at Dreamforce 16

Dreamforce is quickly approaching, really, it’s right around the corner. Have you thought about your agenda? What sessions are important to you as an Administrator? Where do you start when the options in the agenda builder are so overwhelming?

A good place to start is the Dreamforce Trail Map for Admins. It’s a schedule for all 4 days with recommended Sessions, Keynotes, and Special Events catered to Administrators. Click on the name and it will take you to your agenda builder where you can read more details about the session and either bookmark (star icon) or enroll (check icon) or walk in (person icon). It has a good mixture of fun and education laid out for your time at Dreamforce.

You can also go straight to the agenda builder, at the top select ‘trail map’ and select your role or industry, then all the suggested sessions for that role or industry are displayed. For the Administration role there are some great sessions like Harness the Power of Lightning with App Builder and No Secret Decoder Required - Maintaining Your Org's Setup for Optimal Efficiency to name a couple.

I highly recommend attending the keynote sessions as well (Salesforce for Admins Keynote), those are hosted by the Salesforce Product Managers and Evangelists who are knowing of all things Salesforce now and planned for the future.

The Admin Zone is always a good place be to learn, have fun, and make connections. This year the Admin Zone will be the “Admin Meadow”, located on the first floor of Moscone West with a strong focus on Trailhead.  Returning this year is the Admin Theater with over 60 sessions run by Salesforce Admins as well as the ‘Ask the Admin’ demo stations. New this year is an automation station with the purpose of showing how to map business processes; taking complex business requirements, map, then build in Salesforce.

As always, wear comfortable shoes, pace yourself, and enjoy all that Dreamforce has to offer!

Do you have other recommendations for Admins at Dreamforce 16? Please feel free to comment below, on our Facebook page, or directly at me on Twitter @LeiferAshley or in the Success Community.

16 Dreams of Winter 17 - Episode #250 of CloudFocus Weekly

It is all about Dreamforce 16 and Winter 17 for our 250th episode.
16 Dreams of Winter 17 - Episode #250 of CloudFocus Weekly

16 Dreams of Winter 17 - Episode #250

Getting Marketing Smart at Dreamforce 16

Attending Dreamforce? Work in marketing or with marketing tools? Here’s some tips on getting the most out of the event.
Getting Marketing Smart at Dreamforce 16

Getting Marketing Smart at Dreamforce 16

In case you haven’t noticed, Salesforce is paying attention to the needs of marketers in an ever growing way, and this year’s Dreamforce lineup is a glowing example. If you are attending and interested in marketing products and best practices a great place to start is the Dreamforce for Marketers page, which lists the locations of marketing-focused content and keynotes of interest. Sessions are clustered mostly (but not exclusively) in the Palace Hotel, with keynotes in Moscone, so you still have to get a little bit of exercise.

The main page notes a couple big-name sessions, but a dive into agenda builder reveals some other gems. I will surely be attending some of the product roadmap sessions, which are typically given by product managers--you know, the ones who really know the skinny on new features. These sessions are a great opportunity to ask follow-up questions on announcements that are not always easy to get answered in a virtual context.

Also on my agenda are the “How Salesforce Uses…” and Hands-on-Training sessions. These take a more practical-application approach and can be especially insightful for those of us who work with Marketing Cloud and/or Pardot on a regular basis. I’m especially looking forward to How Salesforce Uses the Marketing Cloud to Onboard New Customers.

Even if you’re got a user of Salesforce’s own marketing products, there are sessions for you. Download intelligence on email and social from experts in the field. Shopping for a tool? This Demo Jam promises to be particularly exciting.

And remember, if you can’t make a session, bookmark it in agenda builder anyway and watch the video after the fact. I like to focus on making it to sessions where I want to participate in the Q&A or try to meet the presenters and save pure curiosity for the recordings.

Sessions are just one part of the experience, though. If you’re in marketing, you already understand the value of making connections, so don’t let this opportunity slip by. Take advantage of lunch and cocktail hours and strike up a conversation. With a centralized area for marketing this year, chances are high you’ll meet someone doing work you can relate to. We are here to build our expertise and learn from each other, which includes the person next to you in line, not just the one on the stage. Perhaps I will see you there…

Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @ifitfloats.

Filed under:
Tag Cloud
10 Years 2011 2012 2013 2016 AT&T Actian Admin Administrators Agile Amazon Analytics Android AppExchange Appirio Apple Arkus Backing Up Banking Behind The Scenes Best Practices Calendar Certifications Change Sets Charity Chatter Chatter Messenger Chrome Extensions Chrome OS Chromebook Clicktools Clone This User Cloud Computing Cloudforce Collaboration Communities Community Bank Community Builder Community Templates Compliance Locker Conga Composer Construction Consulting Core Core Banking CrashPlan Custom Buttons Custom Development Customer Company Customer Portal Customer Service Data Loader Declarative Developer Developer Development Documents Drawloop Dreamforce Dreamforce 11 Dreamforce 12 Dreamforce 13 Dreamforce 14 Dreamforce 15 Dreamforce 16 Dropbox Echosign Education Email Enterprise Entertainment Evernote ExactTarget Excel Facebook Features Financial Services Flow Sites Forms Formulas Foursquare GTD Gift Gmail Google Google Apps Google Chrome Google Drive Google Wave Health & Fitness Holiday Householding IBM IDE IdeaExchange Ideas Integration Javascript Kayak Keynote Kindle Fire Knowledge Koa Template Kokua Template Lead Assignment Lightning Lightning Connect Lightning Experience Lightning Process Builder LinkedIn Longform Many Who Marc Benioff Marketing Meetings Merging Mobile Applications MobileMe NGO NPSP Napili Template Netflix New York City Non-Profit Non-Profits NonProfit CRM Summit Nonprofit OSX OSX Lion Objects Omni-Channel OmniFocus Org Cleanup Org Split Outlook Paperless Pardot Partner Portal Permission Sets Pervasive Philanthropy Pledge 1% Plone Podcast Podcasting Power of Us Predictions Pro bono Process Builder Productivity Profitability Project Management Quickbooks Rackspace Rapid Reaction Record Types Referrals Release Notes Review Reviews S-Docs Sales Sales Path Salesforce Salesforce Maintenance Salesforce Pods Salesforce1 Salesforce1 Mobile SalesforceIQ Sandboxes Scrums Security Service Cloud Slack Social Social Enterprise Social Networks Solutions Spring '11 Spring 12 Spring 13 Spring 14 Spring 15 Spring 16 Streaming Success Community Summer 11 Summer 12 Summer 13 Summer 14 Summer 15 Summer 16 Superheroes Support Survey System Admin Testing Thanksgiving The Permissioner Time Warner Tips Tony Robbins Tools Top 10 Trailhead Training Travel Tricks Twitter Two-Factor Authentication UI UX User Group Validation Rules Verizon Visualforce WWDC Watson Weekly Review Whatsapp Will-i-Am Windows Winter 11 Winter 12 Winter 13 Winter 14 Winter 15 Winter 16 Winter 17 Workflow Rules Working Remotely Yammer iCal iCloud iOS iPad iPad 3 iPhone iTunes Match
CFWP on Stitcher Radio