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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.

Dreamforce 14 Recap - Health & Wellness Takeaways

A review of some of the health and wellness takeaways from Dreamforce ‘14.
Dreamforce 14 Recap - Health & Wellness Takeaways

Dreamforce '14 Recap - Health & Wellness Takeaways

As mentioned in many previous blogs about Dreamforce, I am a huge fan of that fact that Salesforce dedicates part of their program to health and wellness.  This year was no different and I felt that the health and wellness theme was even more integrated into the conference then ever before.  Here are some takeaways from the four day conference worth mentioning.

Tony Robbins

I unfortunately missed Tony Robbins the last time he was at Dreamforce so I was very delighted to see him back this year and he didn’t disappoint.  His approach might not be for everyone but his message is,The “Science of Achievement” is not just about setting a goal, it is about the feeling you get when you achieve the goal and the only way to achieve that goal is to be more engaging with your mind and body.  What a great message to start a week filled with engaging opportunities to create and build new relationships.  I hope you all took his advice and stepped out of your comfort zone.

DF '14: Health & Weight Loss Challenge

Big kudos to Bill Greenhaw for all the hard work he put in to make this such a success. If you don’t know Bill’s story, he is a Salesforce MVP who before last year’s Dreamforce decided to “Engage” the Success Community to join him in his weight loss journey.  Over a year later he has over 400 members in the group and had a booth in the Admin Zone.  What a great place to meet some of the people I am collaborating with in the community.  I had the pleasure to meet Bill and other members of the group and it has motivated me even more to stay healthy and help as many others I can achieve the same thing.   In addition to the booth, over 100 participants from the Success Community joined together to run a 5K on Tuesday morning. It was a great way to stay fit while being at Dreamforce and another opportunity to meet some our fellow Dreamforce '14 attendees and Success Community friends.

Hillary Clinton, Al Gore + Puls

In addition to Tony Robbins, each day was packed with guest speakers with a health and wellness message. Tuesday started with Hillary Clinton who focused on the importance of language and reading development in our children.  Reading is one of the best ways to learn and grow. It is something we need to influence our children to do and also something we should all being doing as adults.  I took on a five page per day reading goal and am happy to say I now read a book every couple weeks.  It’s addicting (in a good way) and you should try it.  Will.I.Am introduced us to the Puls on Wednesday evening and some of the key components of the new wearable was around fitness and emotion tracking.  The keynote provided only a glimpse of what it will be able to do but from what we saw it looks like it can do a lot of what a fitbit can do along with emotion tracking.  That is something I am very interested in and can’t wait to learn more as information becomes available. How great would it be if this device could tell us how happy/positive we were during the day so we can be more aware of what we like and dislike? Lastly, Al Gore ended the conference with a powerful message about the environment.  The Earth provides us with all the ingredients for optimal health and we must be aware that what we put back into the earth affects those ingredients and can impact not only the environment but our individual health.  We all can do better to protect this world we live in.  As Al put it so powerfully, “We have only one home”.

This Dreamforce was pretty amazing and I hope the focus on personal health and wellness continues.  I also hope everyone that attended the conference got as much out of it as I did. Whether it be eating better, moving a little more or just being more aware of the environment I hope you take that and apply it in your everyday life.  To quote Hillary Clinton, “Innovation, having fun and giving back should be the core values of everyone.”

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

Clone This User - Duplicates You'll Love

Introducing Clone This User (CTU) for Salesforce and Salesforce1 Mobile at Dreamforce '14. Clone This User allows administrators to easily clone Salesforce users from existing users from the desktop and mobile experience creating "Duplicates You’ll Love".
Clone This User - Duplicates You'll Love

Introducing Clone This User

Clone This User is another great free tool from Arkus for Salesforce System Administrators. Following on the great success of The Permissioner we decided to build out a utility that allows a system admin to clone a user from an existing user including all of their associated information. Administrators can do this all from inside their Salesforce1 Mobile application or using a custom link on the User record.

It’s really simple to use and we believe it’s the fastest way to create a new Salesforce User, especially when given the instructions to “make this new user just like this other user”. We took that use case and decided that with a few easy clicks cloning a user can be accomplished.

Use Case

Imagine being on your morning commute on the train and getting a high importance email from a sales manager. They let you know that there is a new employee starting today and they need to be setup inside of Salesforce for their training. This is a typical request and often times it happens last minute. With Clone This User all you need as an administrator is the new user’s name and email address and the simple answer to the question of who should this new user be setup similar to. Then open up your Salesforce1 Mobile app and clone the user with a few simple steps.

Here are the steps to clone a user in Salesforce:

  1. Open up Clone This User
  2. Search for the user you are cloning 
  3. Click on the user you are cloning
  4. Enter the new user’s first name, last name, and email address
  5. Optionally change the new user’s username, alias, and nickname
  6. Click Clone!

It’s that simple to create a new user from an existing one. Here is a list of all the things that Clone This User actually clones over to the new user:

Fields

  • Call Center
  • Company
  • Email Encoding
  • Manager
  • Language
  • Locale
  • Profile
  • Role
  • Timezone
  • Work.com User
  • Marketing User
  • Offline User
  • Force.com Flow User
  • Salesforce1 User
  • Salesforce CRM Content User
  • Development Mode
  • Allow Forecasting
  • Receive Salesforce CRM Content Alerts
  • Receive Salesforce CRM Content Alerts as Daily Digest
  • Knowledge User
  • Address
  • Newsletter
  • Admin Newsletter
  • Site.com Contribution User
  • Site.com Publisher User
  • Data.com Monthly Addition Limit
  • Delegated Approver


Related Information

  • Permission Set Assignments
  • Permission Set License Assignments
  • Public Group Membership
  • Queue Membership

You can install Clone This User today from the AppExchange or go to www.CloneThisUser.com to install. Clone This User creates Duplicates You’ll Love!

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

CTU - Episode #194 of CloudFocus Weekly

Lots of resources at DF14 including some for banking and where to find Arkus as well as some Dreamforce tips & hints. Loyal listeners get a sneak peek at our new application.
CTU - Episode #194 of CloudFocus Weekly

CTU - Episode #194

Where to find Arkus at Dreamforce 14

With a large turnout, numbers rising above 100,000, its no wonder Dreamforce ‘14 (DF14) will be the best ever. This year is jam packed with more sessions, over 1,500, and not one but two Cloud Expos in Moscone North and Moscone West.
Where to find Arkus at Dreamforce 14

Where to find Arkus at Dreamforce '14

These numbers come as no surprise, the conference has been sprawling through the city of San Francisco for years now. The good old days of everything being contained to Moscone North and South are long gone. Now that the conference is so large we figured we’d provide a little primer for where to find us at the event.

Come find Arkus at DF14 to learn about our offerings and all of our favorite things at Dreamforce. Join us to share information, listen to podcasts and learn as you navigate another great line up of keynotes, events, concerts, as well as new products during that bustling week this October. Below you’ll find all the physical locations you can interact with the Arkus team knowing full well that we are always active in the Salesforce Success Community to connect virtually.

Arkus on the Expo Floor

First head to our booth located in Moscone North at N1032 to say hello to the friendly folks, get hands on demonstrations of our free AppExchange applications (including our newest free mobile first app launching at DF14), and pick up some great giveaways. Our booth is also a great resource for keeping up with the oh so busy Arkus schedule so make sure to check in at the booth to get the latest and greatest from a scheduling standpoint.

Sessions where Arkus will be Speaking

Monday, 1:30 - 2:10 PM - Building Culture: It’s Bigger than Salesforce with Kyla Longe

Thursday, 10:00 - 10:30 AM - Building Culture: It’s Bigger than Salesforce with Kyla Longe

Use Work.com and Chatter to improve and manage the culture of your organization. It's not all about flipping a switch and watching the magic happen by itself. In order to make the undesirable desirable, harness peer pressure positively, design rewards and demand accountability you must have a plan if you hope to change the culture in your Salesforce environment. We'll describe practical use-cases, even in regulated industries that will help you drive change, and engage your employees and colleagues. Join us and discover how to get more traction in your Salesforce instance while shifting the culture.

Monday, 3:15 - 5:45 PM - Hands-on Workshop: Introduction to Point-And-Click App Building on Force.com with Jason Atwood

Are you a new Salesforce admin or a Super User looking to understand the power of creating an application with point-and-click tools on the Force.com platform? Join us to familiarize yourself with the tools that exist on the platform and how you can use them to build an app without writing a single line of code. In addition, you'll get hands-on and build a sustainable app that you can put to work today. At the end of the workshop, you'll feel empowered about point-and-click app building, confident in your ability to streamline the business process, and be engaged with Salesforce. Note: This Elevate at Dreamforce Hands-on Workshop is a classroom style hands-on workshop in the DevZone breakout rooms. Please bring your own laptop for the hands-on exercises.

Wednesday, 2:30 - 2:50 PM - Keeping it Simple with Permission Sets with Ashley Leifer

Do you deal with the headaches of managing many users and one-off profiles? Join us to learn how Permission Sets will help you manage users' access rights with more control and freedom than with Profiles alone. You’ll learn how Delegated Admin can manage Permission Set assignments. You'll leave knowing how Permission Sets can help you better manage users, with more control, and less overhead.

Thursday, 12:00 - 12:30 PM - Sales Ops Gone Agile with Kyla Longe

Does your organization struggle to balance the demands of Salesforce innovation with strategic initiatives? How do you balance a flexible governance approach with the rigid structure of a project plan? The answer lies in Agile. Join us to learn how to leverage agile for custom Salesforce development and transform your sales and marketing enablement delivery.

CloudFocus Weekly Podcast Live!

Come join Jason Atwood and Justin Edelstein for their CloudFocus Weekly podcast being recorded live in the Admin Zone Podcast Studio at Moscone West. This year there will be outward facing speakers so it will be more inclusive than in years past. You get the chance to watch and listen to the show and get some free goodies while you are at it. Here is the current schedule (subject to change):

  • Monday - 2:00 - 2:45 PM
  • Tuesday - 12:00 - 12:45 PM
  • Wednesday - 1:00 - 1:45 PM

With all of these choices there are plenty of opportunities to spend time with us. So rest up this week and get ready for the marathon that is Dreamforce. We look forward to seeing you at booth N1032.

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

Banking Resources at Dreamforce 14

A look at some banking specific resources at Dreamforce 14 in San Francisco next week.
Banking Resources at Dreamforce 14

Banking Resources at Dreamforce '14

With over a hundred thousand attendees and thousands of breakout sessions, it can be a lot to navigate. Let's cut through and pick some sessions and resources that might scratch the itch of the greater banking community.

Banking Related Sessions

Securing The Salesforce1 Platform Mobile Workforce

Salesforce1 Mobile is a great tool with tons of features but if it doesn't get by your IT and compliance groups, it isn't of much use. Use this session as a way of figuring out the best ways to secure it better and learn from customers who have already done it.

Getting Started with Security
Sticking with the security theme, come to this session to learn how to lock down (and maybe open up) data so everyone can see and do what they need, but no more.

FinServ Spotlight - OneUnited Bank

If you missed Salesforce1 Boston Tour, this is a great chance to see how OneUnited Bank is using the platform in a very unique and interesting way. Don't show up thinking you are going to see your traditional CRM implementation.

Building Culture: It's Bigger than Salesforce

While not specific to the banking industry we have seen lots of clients leverage Work.com and more specifically Chatter to bring the entire bank together as both a group and as a customer focused organization. This session will cover a lot of best practices and give some great examples to bring back and implement.

AppExchange for Financial Services: Financial Services App Evolution

The AppExchange is "all growns up" now and the Financial Service section is getting bigger and better. Come to this session to find the next set of useful applications that might scratch your banking itch.

Vertical Market Strategy: How nCino Empowers Bank Employees to Bring the Branch

Keeping on the AppExchange theme sign up for this session to see the full nCino product suite and how they are changing the way people think about loan origination systems with a 100% Force.com native solution.

The Successful Bank of the Future

Success is just a session away. Stroll into this popular session and take a peek into the future to see where banks are going using Salesforce as their muse.

Lead & Referral Banking Solution Overview

If you have been following this blog for awhile you know we have covered different options for referral management in the past so use this session to get more hands on or ask the questions that a blog post won't answer.

Use User Groups

The final piece to the puzzle and best way to get involved in Dreamforce 14 is user groups which are great places to get some advice or share great sessions. Check out the Financial Services User Group and the Community Bank User Group both in the Success Community. Share the session you are excited about or see what others are up to.

If you have other great sessions that I might have missed leave them in the comments below, post them in the groups above or just hit me up @JasonMAtwood

San Fran Dreaming - Episode #193 of CloudFocus Weekly

All about Salesforce.com Dreamforce 14, from communities to new wearable tech being announced including some Winter 16 pre-pre-pre news.
San Fran Dreaming - Episode #193 of CloudFocus Weekly

San Fran Dreaming - Episode #193

Building Community at Dreamforce 14

Where to focus outside of keynotes & sessions at the Salesforce.com event of the year
Building Community at Dreamforce 14

Building community at Dreamforce '14

My first Dreamforce in 2009 I had no idea what I was in for, but boy was I excited. I had signed up to volunteer the day before things kicked-off, received confirmation of my one-one-one Q&A time in the Salesforce Cloud Zone, and scheduled myself in every available session I could get into. I had no idea that spontaneous happenings, like missing sessions for time in the Dev Zone or dinner with other nonprofit Salesforce.com peeps, would prove to be my most valuable Dreamforce experiences. Even today, I know without a doubt that my career, and very likely even I, wouldn’t be the same without these early community-building moments.

Heading into my 6th Dreamforce, I’m still most excited about reconnecting with my colleagues and friends, making new connections and getting excited for more Salesforce goodness. In this post, I’ll tell you about some of the things I’m looking forward to from the Community at Dreamforce '14.

The Community at Dreamforce '14, by Salesforce.com 

Kicking things off for everyone, attend the Success Community Keynote on Monday at 9am. Hear about the roadmap, get to see community rockstars like Erica Kuhl speak, possibly score Community swag… no promises (um… Safe Harbor), but I wouldn’t be surprised. One year’s product keynote gave out cloud socks, so it happens.

Once you’ve gotten the bug with your collective Salesforce.com Community members, head over to the Developer Zone and Administrator Zone in Moscone West. There you get a chance to get deep into coming features, great demos, hands-on product time and other great Salesforce-y-ness. While you’re there, be sure to stop by the Podcast Studio where community podcasters will record their content live, including Arkus’s own Cloud Focus Weekly podcast. Then of course there’s the annual Gala, where the Salesforce Community rushes the stage of some really fabulous & famous music act. It makes for excellent bonding with your Dreamforce friends, new & otherwise. This year it’s Bruno Mars and Cake on stage! And there’s the networking happy hours in the expo halls at the end of most days, which leads us to our next Community highlight. 

The Community at Dreamforce '14, by Partners

The expo halls are busy, packed, and full of swag and product or service pitches. They are also, however, a great way to find vital parts of the Salesforce.com eco-system and are likely places to build relationships. Sure, there are partners you will hear from after the event & race to hit “unsubscribe” on the email, but there are so many great teams of people building great AppExchange products. And, as an invested Salesforce user, administrator, or consultant, you should know what’s out there and who’s behind it all. These great folks are also behind some of the fun after the official day is done… Happy hours and Dreamforce parties.

Dreamforce events thrown by partners and Salesforce.com product teams is yet another way to connect with the greater community. There are so many, you’ll never attend them all and get ready for more free snacks and drinks, and of course even more swag! Some of the events have bands and concerts of their own. Others come up with clever drinks or locales. The Dreamforce Parties Group in the Success Community will have all the latest on the when & where, not to mention what needs an RSVP.

The Community at Dreamforce '14, by… YOU!

Connecting one-on-one with individuals is by far the richest experience for me. As years have gone by, those first Dreamforce buddies are now pillars of my Salesforce Community. Calling them, tweeting with them, and other moments through the year provide so much bang for the buck of Dreamforce admission. To reach out to a Dreamforce friend for commiseration (like #WhySFDCAdminsDrink), a helping hand, extend the prior year’s Dreamforce excitement and bring the power of the Community back to your desk, at a micro-level. Then there’s the value of seeing the familiar faces & reconnecting at the next Dreamforce… celebrating your Dreamforce-a-versaries, if you go for that sort of thing.

It’s not always easy to go out on a limb and take steps toward that first connection but it’s well worth it. As the years go on, these deeper personal relationships can provide job growth recommendations, or even referrals, help to promote a new product or admin opening, and so much more. So use the Dreamforce app to connect with them on the spot. Ask for business cards from the people you talk to and promise to reconnect with them via email or LinkedIn. Take a picture of their badge, with their permission, if they ran out of cards. Do whatever makes sense in the moment & be sure to follow up in the weeks after the event. Even if you’re not sure how you’ll work together today, you may end up with a treasure trove of new networks and possibly even friends.

That’s far from all. Be sure to roam the Success Community Dreamforce groups for all the latest & exhilarating Community happenings. And stop by the Arkus booth, at space N1032, to meet me & all the folks behind the Arkus blogs, Cloud Focus Weekly podcasts, and free apps like The Permissioner and a new Salesforce1-developed product coming at Dreamforce '14.

Don’t hesitate to get in touch if you have additional points or things you’re excited about, find me on Twitter at @SeriouslyKyla, Arkus in the Success Community, find our Facebook page or comment below!

8 Degrees of Happy - Episode #192 of CloudFocus Weekly

Work.com enhancements in Winter '15 and all the Apple goodness including iOS 8 and hands on impressions of both iPhone 6 and 6 plus.
8 Degrees of Happy - Episode #192 of CloudFocus Weekly

8 Degrees of Happy - Episode #192

New Features in Winter 15 for Work.com

Taking a look at some features in the Winter 15 release for Work.com
New Features in Winter 15 for Work.com

New Features in Winter '15 for Work.com

Work.com is coming a long way and getting even more attention with each release. Winter ‘15 has several enhancements that both bring fun and ease of use to employee performance as well as make manager’s lives a bit easier. Here are a few features worth highlighting.

New Badge Tab

Here at Arkus we are utilizing badges for all sorts of reasons; thanks, praise, general acknowledgement, etc…. Currently you can create a new badge on the Recognition tab but it’s more like a visualforce page setup. In Winter ‘15 this changes to a new badge tab that works just like a standard Salesforce object so you can customize and add custom fields. It has a badge home page where you can create list views and create new badges. Another plus with this change is you can now search for badges in global search.

From Chatter you can not only select a badge to add to a post but you can now search for badges within the publisher.  You are no longer able to give badges from the Recognition tab, in fact, Salesforce.com is recommending you remove the Recognition tab since all the same information is included in a User’s profile recognition subtab.

Deployment of Performance Cycles

Previously if you had an inactive user in a performance summary cycle it would not deploy, the performance cycle manager would have to go through the list and remove inactive users before they could deploy which is kind of a nuisance. Now, with Winter ‘15, inactive users are automatically removed and the cycle is deployed. When deployment is done, the manager will get an email which includes all those users that were removed.  This is a nice time saver for performance managers.

Automatically Suggest Skills

The suggested skills feature can be enabled by administrators, this allows for automatic skills to be suggested for a user based on topics that appear in a users profile. I’m interested to see what the community thinks about this when it’s released.  How accurate will it be? What flexibility will users have to flag and un-flag these as skills for a specific user?

Enhanced Goals in Pilot

As this section title states, the Enhanced Goals feature is in a pilot program for Winter ‘15. The feature, like new badges tab, looks and acts more like a standard Salesforce object.  For administrators, customized layouts, fields, actions, etc… can be created. Metrics are tied to individual goals set.

Salesforce1

I would be remiss if I didn’t include Work.com enhancements with mobile. For badges there is a new badge selector where users can search for a specific badge based on name, description, and owner. You also have the ability to filter badges by:

  • Most Recent Badges
  • Company Badges
  • Badges I Created
  • All Badges

For all your achievement tracking needs, users can review, edit, and create both Goals and Metrics all on Salesforce1.


So there you have it for features coming up with Winter ‘15 for Work.com. I especially like how they are modifying features so they are closer to the behavior we are accustomed to with standard Salesforce objects.

Do you have a favorite enhancement you’re looking forward to with Work.com? Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @LeiferAshley.

With a Smile - Episode #191 of CloudFocus Weekly

Winter 15 sales and service enhancements, the Salesforce.com Salesforce1 fund and the new virus threat.
With a Smile - Episode #191 of CloudFocus Weekly

With a Smile - Episode #191

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