Blog Posts

Sandboxes 101

You have a Salesforce org and you’ve got all these things called ‘Sandboxes’ at your disposal––what are these? Let’s talk about it.
Sandboxes 101

Sandboxes 101

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.

Developer Sandboxes

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.

Full Sandbox

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.

Checking In On Summer 16

Post Salesforce Summer 16 Release Experience

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.


Lightning Experience

  • 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.

Introducing The Nonprofit CRM Summit

A quick look into a new online resource for nonprofits looking to get the most of their CRM systems
Introducing The Nonprofit CRM Summit

Introducing The Nonprofit CRM Summit

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 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.

Who Benefits

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.

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

Salesforce Bootcamp Volunteer Experience

Giving back to the community is something that is very much encouraged as a part of the Arkus culture. This summer I had the amazing opportunity to participate in the Monroe College Salesforce Bootcamp & Mentoring Program.
Salesforce Bootcamp Volunteer Experience

Salesforce Bootcamp Volunteer Experience


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, 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. 


My Experience 

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.


Form Products that Integrate with Salesforce

Form products and Salesforce; features that are worth considering when selecting an option.
Form Products that Integrate with Salesforce

Form Products that Integrate with Salesforce

Whether you need a survey sent to your customer’s after the purchase of a product or an application completed on your website (both of which need to be tracked in your Salesforce instance), form products are the best tool to use. Here are some features you will probably want to consider as part of your form requirements:

Multiple Object Syncing

I think this is absolutely mandatory.  Fields on a single form should always be able to map to different objects in Salesforce, including standard and custom. Period.

Pull and Push Data

A good form product can not only push fields completed on a form to Salesforce, but also gives the capability to pull data from Salesforce to the form created and disbursed. For example, let’s say you want to send a survey out to your contacts to gather demographic information. You may want to include from their Salesforce record their name, address, phone, email, etc…. These can be added as options that are fixed or can be updated. You will need to create a mapping of those fields to your form and include a unique identifier (typically the record ID). Then determine what fields are locked and what fields can be updated. Options for pushing data back to Salesforce typically are: updating records, upserting (update or create new), and creating new records. On a single form it’s possible to select more than one of these options on an object by object basis.  So the Contact specific fields can update the Contact record but other demographic information may create a new record on a custom object related to that contact.

Syncing before Submitting

What if a multi-page, multi-step form is required, but, a lot of information may not be known at the onset to complete the form in it’s entirety.  And, the initial fields completed are required to be added to Salesforce so that internal users can help and support with the completion of the remainder of the form? Is it possible to save and push before final submission? The answer is yes. Some products provide push options with a save button, some push when a next button is clicked.  In either case, partial completed forms can be pushed to Salesforce in phases. Pretty cool!

Here are a few products I’m aware of that contain the features I’ve mentioned:

The difference between these would be in the details of other features not mentioned; price, preference on UI, etc.  When you’re looking for a form product, first determine what your requirements are, request a demo on each product, compare pricing, and even download on a trial basis into a sandbox environment to test it out yourself.

Do you know of other form products that include these features and more you can recommend?  Please feel free to comment below, on our Facebook page, or directly at me on Twitter @LeiferAshley or in the Success Community.