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.

Trails to Success - Episode #275 of CloudFocus Weekly

Success Community is now a Trailblazer, more Dreamforce 17 tips, and some Google security news.
Trails to Success - Episode #275 of CloudFocus Weekly

Trails to Success - Episode #275

Dreamforce 17 for Community Banks

Community Banks will have a full agenda this year at Dreamforce.
Dreamforce 17 for Community Banks

Dreamforce 17 for Community Banks

With the recent announcement of the Financial Services Cloud for Retail Banking, this year's Dreamforce agenda is packed with over a dozen sessions directly related to retail banks. If members from your bank are heading out to Dreamforce next week, here are several sessions you will not want to miss.

Financial Services Keynote: Build Loyalty by Unlocking Your Firm’s Full Power

Dreamforce is loaded this year with product and industry keynote speeches, but this one is a must for all community banks. I have attended this for the last three years, and not only is it a great way to get a glimpse of how other banks are using Salesforce to streamline operations and improve client experience, it is also a great place to meet other bankers or say “Hi” to your fellow Community Bank User Group members.

Retail Banking: Accelerate Innovation to Be the Bank Your Customers Love

If you are coming to Dreamforce to learn more about the Financial Services Cloud for Retail Banking, this is the session for you. Hosted by Anthony Morris from Salesforce and speakers from City National and SunTrust Bank, you will surely get a glimpse into the future of the Financial Services Cloud. Take this Trailhead module in advance to prepare for this session.

Retail Banking: How to Engage Customers 1-to1 Beyond the Branch

This is a great session for banks that are considering using Marketing Cloud to help to create targeted 1:1 journeys with their clients. This session also ties in nicely with the Trailhead session listed above.

Banking's Future: How Banks are Innovating with the Salesforce Platform

Were you successful at convincing someone from your IT department to join you at Dreamforce this year? If so, then this is the session for them. Join the guest speaker from TD Bank to see how they are developing apps on the Salesforce platform to help create the Bank of the Future.

The Financial Services Cloud Advantage: Grow AUM with Relationship Intelligence

Before the announcement of the retail banking add-on, the Financial Services Cloud was designed specifically to help Wealth Management firms get a better understanding of their complex relationships. This session offers several speakers from top Wealth Management firms who will talk about how they are using Financial Services Cloud to help improve the experience of every client.

Digital Mortgage: Borrowers Can Finish the Process from Start-End in 16 Days 

Reimagine Success In Mortgage

As someone who has both worked as a mortgage underwriter for several years and has gone through the mortgage process several times, I know all the complexities and steps it takes to get a mortgage to go from application to closing. These two sessions will offer a glimpse into the many ways mortgage departments can use Salesforce to help manage the mortgage loan application process.

Building a Commercial Lending Powerhouse at TD Bank

I have also worked as a commercial lender in the past, and if you thought a mortgage was complex, wait until you apply for a commercial loan. With multiple departments from origination to underwriting, and then from loan operations to post closing, the commercial loan process is filled with more inefficiencies than any other area of a bank. This session offers a demo from TD Bank on how they used nCino to make their loan process more efficient.

If you are unable to attend or you miss a session because realize you can’t possibly walk from the Hyatt down to the Intercontinental in 5 minutes, no worries, all sessions are recorded and can be viewed online several weeks following Dreamforce.

Do you have any other sessions you are excited about attending this year? Drop them in the comments below or tell us all about it on Twitter, on the Salesforce CommunityFacebook, or chat with me @ScottTSearle. See you at Dreamforce!

Dreamforce 17 for Administrators

Dreamforce has something for everyone. If you’re an Administrator, there is a lot in store for you this year. Let’s take a look at what Dreamforce ‘17 has to offer.
Dreamforce 17 for Administrators

Dreamforce 17 for Administrators

Although Dreamforce this year is kind of later than usual, at this point it is quickly approaching. Have you thought about your agenda? What sessions are important to you as an Administrator? Now that the Agenda Builder is live, and I must say, it’s better (hello Einstein) than last year’s version, it’s a great place to start.

But wait, hold on, and take a step back. Before you dive into selecting Keynotes, Product Keynotes, and Sessions in the agenda builder, it’s a good idea to evaluate your current skill set.  What can you say you confidently know well? Where are the gaps in the knowledge you are either interested in learning more about, or skills you will be called upon in the near future to execute on in your day job as an Administrator?  I personally like to take advantage of Dreamforce as an opportunity to seek out the features and functionality I know little about. Either because I’m starting to see a trend in inquiries related to these topics in my everyday world, or because I’m just interested in the topic in general.

Once you’ve done a bit of soul searching, it’s time to tackle the Agenda Builder!

First, sort by Trail Map as a top sort option, then filter by the Role of a Salesforce Administrator.  That will give you a very abbreviated list to start with that includes Sessions and Keynotes (Salesforce for Admins).  Once you’ve selected what may interest you through that filter, you may want to open it up to ‘All Sessions’ and use the filters, such as Roles, Category, Industry, and Level, etc…to find additional Keynotes and Sessions that fit your Dreamforce education goals. There’s a filter for Location which can be helpful as well since the Session locations can be several city blocks away from each other so pay attention to walk time between Sessions.

I have to give a shout out to Mike Gerholdt who has written a few blog posts to help out Administrators. His general post related to getting ready for the Agenda Builder links to this great Quip Admin Track Cheat Sheet for Sessions. That list alone has 107 great Sessions for Administrators. His other blog post targets the Administrators Dreamforce game plan and bullets steps to have a more effective and successful Dreamforce experience.

There is always the Admin Meadow, where you can learn about the latest features and jump into informative talks at the Admin Theater. This is a great place to squat between Keynotes and Sessions and perhaps get to know and collaborate with other Admins.

I highly recommend attending the product keynote sessions as well.  Those are hosted by the Salesforce Product Managers and Evangelists who know of all things Salesforce now and planned for the future.

As always, wear comfortable shoes, bring layers (it’s San Francisco after all), pace yourself, and enjoy all that Dreamforce has to offer!

Do you have other recommendations for Admins at Dreamforce ‘17? Please feel free to comment below, on our Facebook page, or directly at me on Twitter @LeiferAshley or in the Success Community or Power of Us Hub. 

10 Years of Dreamforce Tips

After a decade going to Dreamforce, here are 10 tips to get you through your first or your tenth.
10 Years of Dreamforce Tips

10 Years of Dreamforce Tips

1. Book Early

Ok, this is clearly a tip for Dreamforce 18 but for those of you who are staying in a hotel by the airport, learn your lesson. Keep up to date in the Success Community and when Dreamforce hits, get in there and register. That day. Don't be late or you will be staying in a van down by the river.

2. Leave Time to Talk

There are hundreds of sessions to go to and while the pull of FOMO might get your agenda packed, make sure you leave time to explore, network and get your Trailhead on. Some of the best times I have had at Dreamforce are just catching up with colleagues.

3. Fuel Up

Food, coffee and drinks will come and go quickly, so take them while you can. Someone offers you a sandwich and a bottle of water? Take it. It might be another 12 hours before you get another chance to eat or drink.

4. Pack Light and Leave Room

Make sure your suitcase has at least 25% room to fit in all the SWAG you will grab at Dreamforce. Don't be that rookie checking the extra bag on the way home and having to explain to the boss why you just couldn't leave the extra-large Astro doll and had to pay the fee.

5. There is an App for That

Yes, the Dreamforce event application (for all your major platforms - TBD) is a must download before getting to San Francisco. Not only is it packed with maps, sessions and schedules it can help you connect with others. Need to know where to go to register? There is an app for that. Need to fill out the session survey? There is an app for that. Need to get to the keynote on time? There is an app for that.

6. Power Up

No matter how big your cell phone battery, or how well charged it was overnight, it is not going to make it through a day at Dreamforce. Between the bad cell signals, crappy wifi, and constant tweeting be prepared to bring your own battery for one, if not two, charges. If you don't have a battery at least bring cords and plugs so you can sit in a beanbag, relax and charge.

7. Dress to Last with Layers

To dress for success is the saying, but success is surviving Dreamforce so dress first and foremost for comfort. The days turn into nights and you are almost always on your feet or sitting in rows of other people. San Francisco can be cold one moment, and hot the next so dress in layors. Leave everything heavy from books to laptops behind in the hotel, the more you carry, the more you will regret it. Make sure to test out a good pair of shoes with support before getting on that plane and remember you can always do laundry in the hotel.

8. Bigger is Better?

As Dreamforce gets bigger and bigger, it gets more and more spread out and the lines will get longer. Get to where you need to be earlier, get a lay of the land and add 30 minutes to anything you want to do for travel from place to place. Scheduling sessions back to back is going to be tough if it takes you 25 minutes to get there.

9. Plan a Lunch

One of my favorite things to do a Dreamforce is to go for lunch with the other Arkies (yes, that is what we call ourselves) or some of my favorite Salesforce employees. With over a 100,000 people in town, don't leave this till the last minute and make a reservation in advance.

10. Don't Miss Keynotes

I will always regret not being able to see Steve Jobs do a live Apple Keynote. The next best thing is a Marc Benioff keynote with all the bells and whistles (Coke carrying drones anyone?). No matter how tired you are, get out of that hotel and come witness the best in the business bring down the house.

Whether you are a first timer or a lifer, Dreamforce is a blast and a blur all wrapped up into one. If you have tips or tricks for Dreamforce survival feel free to leave them in comments below, on our Facebook page, the Trailhead Community or tweet them to me at @JasonMAtwood.

Dreamforce Countdown - Episode #274 of CloudFocus Weekly

Top reasons to go to Dreamforce 2017, sending email in Lightning list views, DF17 band, goodbye AIM.
Dreamforce Countdown - Episode #274 of CloudFocus Weekly

Dreamforce Countdown - Episode #274

You’ve Got Mail - from Salesforce

Salesforce Winter 18 brings with it some nifty email related features and functionality, including the highly requested ability to send “List Email”.
You’ve Got Mail - from Salesforce

You’ve Got Mail - from Salesforce

This post is dedicated to the official retirement of AOL Instant Messenger’s Yellow Running Man. Yes, it’s official; AOL Instant Messenger (AIM) is being retired in mid-December. What does that have to do with list email you say? Hang in there; she’s coming around the corner. This Salesforce release puts another nail in the Classic coffin, as it most certainly will sway the influence of anyone pondering whether to transition to Lightning Experience. It also delivers another slew of community requested Ideas, evidence that developing on the revamped platform with Lightning Components and Salesforce DX has enhanced the development experience.

List Email

You may recall that Justin Edelstein touched upon List Email in his post “Salesforce Winter 18 - Filled Lightning Experience Gaps.” Let’s dive in and see for ourselves. Users with list email and mass email permissions will have the ability to send an individualized email to each recipient instead of one email to the entire group directly from a list view without having to deal with that Mass Email wizard. Individualized being that users can utilize email templates and merge fields to customize each email. The catch - this change applies to Lightning Experience only.

The user experience is the icing on the cake. Load one of your curated list views, select the recipient records, click the “Send List Email” button and off you go.

/Users/peterwhite/Desktop/2017-10-09 Winter 18 List Email1.png

Email Content Editor

The Send List Email content window opens, from which you can insert, create, or update a template or simply craft your subject and message. Bonus points for the much improved Lightning email template experience; it’s as smooth as butter.

List Email 2 Winter 18

When you are satisfied with the look, you can save as an existing or a new template. So many choices, stay with me because it gets better. Click the “Review” tab, and you see the content in all its glory! You are also able to view each recipient message or perform a spot check, if you are working with a large list. Time for a bonus. Winter 18 means “No More Errors for Empty Email Merge Fields”. Quality Assurance for the win -- no more “test” messages to yourself. I know. You’ve got mail; it’s coming I promise.

List Email 3 Winter 18

Status Views

As they say on the infomercials - but wait, there’s more! For each recipient, you are able to see that the message was sent within the recipient’s activity timeline, and it even identifies itself as a list email. Winter 18 also brings the ability to filter on the list emails with “Filter More Ways in the Activity Timeline”. And lo and behold, check your inbox because you’ve got mail! I really like the attention to detail (ATD) here, as the developers named the sender “Salesforce List Email” and the activity subject is prefaced with “List Email:”. Smart, easy to filter and locate.

List Email 4 Winter 18

Click on the message link in the timeline and you are taken to yet another well designed page that contains the message sent and the status by recipient. I swear it’s magic.

List Email 5 Winter 18

Click the Details tab to view the summarized details. Are you standing and applauding yet? That’s a well designed user interface. While I haven’t developed reporting for this feature as of this writing, I do like the new report builder (see “Winter 18 Lightning Report Builder”) and look forward to its future.

List Email 6 Winter 18

As Paul Rand said, “Design can be art. Design can be aesthetics. Design is so simple, that’s why it’s complicated.”

What has your experience been? Want to share your thoughts or opinions? Please feel free to reach out on the Arkus Facebook page, in the comments below, in the Success Community, or to me directly via Twitter at @sfdcclicks.

Top 10 Reasons to go to Dreamforce 2017

Here is a look at the top ten reasons to go to Dreamforce 2017.
Top 10 Reasons to go to Dreamforce 2017

Top 10 Reasons to go to Dreamforce 2017

In most recent years, the end of September meant Dreamforce had come and gone but not this year! Starting November 6th and running through the 9th, we get to kick-off the Holiday season with 4 full days of technology innovation, special guest speakers, entertainment and inspiration. There looks to be over 170,000 people (Trailblazers) registered, so hopefully you aren’t one of the people who registered late and needs to stay by the airport. For the 6th year in row, here are the top 10 reasons to go to Dreamforce 2017.

#10 New Products! This year’s Einstein is...?

Last year Salesforce was all about Artificial Intelligence, with the announcement of Salesforce Einstein. Even though I expect to hear a lot more about that this year, I do expect there be some new product announcements. They more often than not aren’t ready for prime time, but they do give you a great glimpse into what is coming down the pike.

#9 Enhancements to Existing Products

Though we all love the new and shiny thing, hearing the enhancements to the existing technology can be just as exciting.  We typically have to hit up the breakouts to hear a lot of them, but we are in store for some nice new efficiencies and enhancements that will save a lot of time and money.

#8 Keynote Speakers

There are few really big names headlining Dreamforce (see below), but there are others that will be great to hear as well. To name a few, Sylvia Acevedo (CEO, Girl Scouts of the USA), Jenna Hager (NBC’s Today), Barbara Bush (Co-Founder Global Health Corps), Kasper Rorsted (CEO, Adidas) and Cristina M. Jones (EVP 21st Century Fox) will take the stage to provide insights into business, economics and life in general. There will be more released I’m sure, but this is a great starting lineup.

#7 Dreamfest and UCSF Benefit featuring

Either there is an issue with the event or we are in for a big big surprise! Dreamforce always features big artists, like U2 who played Dreamfest last year, but Salesforce has yet to let us know who it will be. Could it be legends like the Rolling Stones, or maybe it's a newer superstar like Taylor Swift?  Whoever it is I am sure it will be a great time.

#6 Ashton Kutcher

He plays a goofball on TV, but he is definitely not one when it comes to business. He is a co-founder of the venture capital firm A-Grade Investments and has investments in over 60 companies. Some are very prominent and include Skype and Airbnb. I am very excited to see what insights he has to share to us.

#5 Michelle Obama

Anytime you have the opportunity to hear someone speak with direct experience in the White House it’s a treat, regardless of what political side you fall on. In addition to being the First Lady for two presidential terms and a very successful lawyer, Michelle Obama has helped so many people with her efforts in children’s health, veteran support, higher education and women’s rights.  It will be interesting to hear what she talks about.

#4 Networking

If you are going to Dreamforce, you will have one thing in common with the other 170K+ attendees: Salesforce.  What an amazing and easy conversation starter, where you can meet people from around the world and network. This is also a great place to reconnect with old friends. I’m sure many long lasting relationships and new businesses have come from a meeting at Dreamforce.

#3 Marc Benioff and Parker Harris

I say this every year, but how many more times are we going witness two co-founders with such rapport like Marc and Parker entertain and educate us during the keynotes of Dreamforce? Marc is fully committed to making this world a better place, and I can only expect our time is limited before he does Philanthropy full time either via nonprofit work or getting into politics.

#2 Inspired to Learn

Salesforce continues to do a ton of work in helping enable people to learn Salesforce with the continued focus on Trailhead and growth of user groups and certifications. This year you will get access to over 2,700 sessions, hands-on trainings, certifications, and other educational opportunities, such as meeting with product managers or mingling with Salesforce MVPs. If you decided to get in early, you can even take pre conference certification courses.

#1  Inspired to Give Back

This will be my 8th Dreamforce, and though I love to hear about the new products or enhancements, I find myself most excited about the inspiration the event provides me. Every year we are touched by heartfelt stories that leave us crying with joy about how people and technology can do such good.  I always feel inspired to do my part, and Dreamforce inspires me the whole year through.

Another Dreamforce and another top ten reasons to go. Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @Salvatoriello

Still Coming - Episode #273 of CloudFocus Weekly

Winter 18 is still coming so we discuss Salesforce Trailheads for non-profits and Winter 18 report builder, as well as Justin's adventure in Spain.
Still Coming - Episode #273 of CloudFocus Weekly

Still Coming - Episode #273

Winter 18 Lightning Report Builder

Winter ‘18 brings big changes to reporting in Salesforce lightning.
Winter 18 Lightning Report Builder

Winter '18 Lightning Report Builder

Yes, Winter ‘18 is upon us and we are rife with Game of Thrones references here at Arkus. With it, we get what, to me, is one of the most exciting beta releases in memory; the Lightning Report Builder. A new, fully Lightningized report builder that even a White Walker would love.

No longer will clicking on “New Reports” take us from our Lightning Experience dream back to the harsh realities of our Classic pasts. No longer.

Below I’ll highlight some of the reasons I’m most excited for the Lightning Report Builder, but before that, some clarification. First we need to remember that this is in beta and currently the general release date is unknown. Secondly, while this is available already, there is some leg work you’ll need to do in order to use it, including creating a permission set. Have a look at the release notes, where each step is detailed.

Now on with the highlights.

Creating a New Report

The first thing you’ll notice is the “New Report” screen has been fully updated. Long gone are the Folders and “+” signs that harkened back to Windows 95. Now you’ll have a pane on the left to select your object, which updates the list to the right with specific report types. Of course, you can also use search as I have here with “contacts.” I feel better already.

Choose Report Type

Column Management

The newly designed left pane contains the column names in gray boxes and each contains a small X. That’s because you can quickly click the X to delete that column from your report or drag and drop one of the column names to move it up or down on the pane, which also moves the column in the report.

Additionally, you’ll notice the “Delete All Columns” function has been added to this pane as a little trashcan icon. One click and all those columns are gone.

Contacts & Accounts Report

Automatic Report Formats

Now to save the best for last: automatic report formats. Yes, now when you summarize by a row, the report automatically will change to a summary report. Then want to summarize by a column? The report automatically changes to a matrix report.

You can simply type in the fields you want to group by in the top Groups section, on the left pane. Choose the field, hit enter, and you have a summary report. You’ll then be able to add fields to a Column grouping for a matrix report.


More Contacts & Accounts Report



This feature got a standing ovation in my house when it was recently demoed on a webinar (it was just me, and I’m exaggerating but you get the point, this is very cool.)

What You Can’t Do

Alas, this is a beta, and some features from Classic report builder haven’t made it over quite yet. The largest omissions include Cross Filters, Joined Reports, and Bucketing. I’ve been told that Salesforce plans to have some of those ready by the general release, but we will just have to see.

There really is much more to see that I wasn’t able to cover (like not having to save a report to run it now), and I highly encourage you to play around with it yourself. Regardless of the current limitations, I haven’t been this excited for a new release in quite some time. We are entering a brave new reporting world, and I am ready!

Want to talk LEX or Lighting Report Builder? Want to talk about how Game of Thrones Season 7 was actually one of the best seasons yet? Feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @djordanwebster.

Winter 18 - Episode #272 of CloudFocus Weekly

It is all Winter 18 this week as we discuss new features coming as well some retiring to Boca.
Winter 18 - Episode #272 of CloudFocus Weekly

Winter 18 - Episode #272

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