Stand Excited - Episode #201 of CloudFocus Weekly

Machine transcript generated in 2026 from the episode audio (Whisper speech-to-text with automatic speaker separation). Speaker labels are automatic and may be wrong in places. Timestamps shown every few minutes.

00:10 Jason Atwood: This is the 201st episode of CloudFocus Weekly for the second week of December 2014. This episode is titled Stand Excited. CloudFocus Weekly is brought to you by Arkus and we are hiring. If you're a Salesforce consultant and want to be part of a unique and growing company, send your resume to careers at arkusinc.com. Actually, if you're not a Salesforce consultant but want to become one, maybe send your career at arkusinc.com as well. I am your host Jason Atwood, joining me co-host 201 times. We're over the double trouble. of our 200th episode. Much debated, much maligned episode. But now we are here, so. Let's celebrate this one. Hello, Justin Edelstein. 201, celebrate. Celebrate is awesome. Admin 201. Not even called 201 anymore. Oh, what's it called now? Like 211, I think.

Jason Atwood: 211, all right, we'll celebrate 211. All right, so let's, we have an agenda today. Full of agendas. That makes no sense. We have the blog post of the week. We have an article on three app exchange tools every Salesforce admin should use. We have some news on HubSpot launching a CRM. I have some... I have some stories to tell and then we have a Steve Jobs story. I guess that's part of the stories. No, I have a Steve Jobs story, which I thought was funny. You have a story to tell?

Justin Edelstein: I've... and it's nothing to do with Steve Jobs. It's about you? No, yes.

Jason Atwood: It is about you. So we're gonna answer your personal... But first I want to say if you were listening to this podcast, I figured out what was wrong with the feed. What was wrong? Somehow, someway. The other providers like the instacast and downcast picked up the catch fly feed not The Google feed like the Google Puff feed burner feed. Oh, so you should be subscribed to the feed burner feed Which is what iTunes uses and what I see to point to on our people who are listening to this art in all likelihood subscribe to the correct feed. No, not true. They could have clicked on Facebook or Twitter or whatever. No, that's true. So I'm saying that you need need to resubscribe. So if you just go into your downcast or instacast and just go find CloudFocus Weekly, hit subscribe and then you'll get the new feeds.

Jason Atwood: That sounds terrible. Aww. Cuz somehow they were- Come on, instacast and downcast. No. Cuz they're in there now as- Didn't we tell them which we didn't know they just picked it up. Yeah, that's our fault. We're sorry there.

Justin Edelstein: They pick it up How do you tell them now to do the feed burner one?

Jason Atwood: No, they have, they went all, now they have the Libsyn one. Oh, they don't go to feed burners.. I sent them emails saying to do it on the feed burner so that would never happen again, but... Reality of us leaving Lisbon anytime soon is probably slim to none. So so we subscribe and the challenges the trials the tribulations Hey you want you want better service pay for it? This broadcast brought to you by the letter F for free Alright so Anyway, so, and I will be shutting down the other feed, and eight doesn't work anymore, but I'm gonna be shutting it down, like I'm turning off cash fly, so get your last thing soon. Let's talk about, we got a blog post of the week,

03:36 Justin Edelstein: Called, or the blog post of the week. It's called getting users excited about using Salesforce.

Jason Atwood: That's two, that's users and using, that's good. So this one actually was launched, published today I think, as I published it, pretty sure. And it's about adoption. You can never write, I would say if anything, if you're a services company, you basically spend all of your time thinking about adoption. So we can never write too many blog posts about adoption. Never run out of ideas. It's kinda like if you read like top 10. time. tips for weight loss.

Justin Edelstein: Like, you know, like you can never stop. Top 10 things you're thankful for Salesforce in 2014. That was the worst blog post of 2014. Is that how are your tickets?

Jason Atwood: My top 10 things is that... Outgore. That there's... Outgore. I'm so happy for Outgore.

Justin Edelstein: Oh man. Lightning Man.

Jason Atwood: Lightning Man... Dreamforce Swag... So anyway, this one is about adoption and give some hints and tips on what you need to put your time and effort into. Some interesting things like early buy-in. I would say it's definitely better to get people who are invested in the project, invested in Salesforce early, some of my most successful. podcast of podcasts, I suppose a successful projects have ended up because people are you know Really engaged. I'm the one thing she does say and I didn't make her change this in the blog post

Justin Edelstein: But she did she says about make her change. Well, I don't really agree. Why would you not suggest a chain? Well, I didn't What might use the hands-on training?

Jason Atwood: Yeah, so there's two ways to train well, it's probably more than two but the one way to train people is to Like get them in a room, right, everybody's a computer, and say, okay kids, I'm gonna do something, and then you do it. Right? Yeah. The other way is to say, okay kids, pay attention to what I'm doing, and learn from what I do, and then you can go back to your desk and do it for the rest of your lives. I'm moron. I like to show, because I think... I think when people are trying to pay attention to what you're doing and doing, they get lost very quickly. So I like to show, it's like a movie. Watch the movie and get the concepts, because I'm going to show you what you need to be looking at, not what you're off playing with your chatter profile.

Justin Edelstein: So, but she's- I've done three methods. What's the third? That's all for today. I'm David Well the third is the hybrid, which I actually think is the most effective. So the third is you guys sit and watch. Yeah. And then do an exercise. Repeat. Like actually do what I just showed you. And if you have any questions, ask them and I can walk over and help out and that kind of thing. Right. I agree. Like sort of hands-on following along. It really depends on the people you're training. That's true. If they're going to be able to, if they're a somewhat technical bunch, that is actually, to me, a better approach. Yes. Because the technology is not scary. You're over that hurdle. And really, it's all about, they kind of get the technology intuitively.

06:59 Justin Edelstein: So it's about training them how to use the technology appropriately. Really? For those who are... little like adverse to it. The notion of having them sit there, learn a new way to do things, and learn a new technology at the same time is a little over, like you end up sort of like being like a robot. You're clicking, but you're not.

Jason Atwood: Comprehending why you I mean, I don't know how many times I've explained. leads versus accounts and contacts. I mean, I could just record myself and just say, okay, playback tape on me. It's something that people struggle with, you know, so what is the concept? But ultimately I like the both and my other tip for training is is the is called the open session. So I like to train users. I then get them on board like give them a user names afterwards. So say okay, and now you have homework. So you have some stuff you need to do. And two weeks afterwards you say let's do an open session. This is where we all jump back into a room or on WebEx or go to a meeting and come back with your questions, come back with your feedback, come back with what you saw or trouble with and let's go through it.

Jason Atwood: Because a lot of it is going to be repeating but it's also going to be someone might ask, hey I didn't get where you downloaded the Outlook connector or can you explain what happens when you convert something or I had I don't know, pretty generic. It's one of those, you know,

Justin Edelstein: Color people with the blocks things. The rainbow color people, like the red ones. The red ones. Actually, the white. The green ones. They're with color blocks. Oh, the color blocks. Yeah. Sometimes the people are different colors. collaboration and you get like the people in a circle.

Jason Atwood: Yes, I think we've used a lot of those. We'll probably be sued soon.

Justin Edelstein: I don't know. I feel like those are just like everyone uses those. They're just out there on the web. You see a deck that talks about collaboration. It has one of those people in there.

Jason Atwood: Next up is a blog post on... on,

Justin Edelstein: Yeah, narrowly I feel like this is design it. Oh, design it. D E S Y. I don't know that for a fact, but doesn't that sound better? Sounds better than that.

10:02 Jason Atwood: And it's, it's from Jenny's admin tip number 11. Number 11. So I haven't read all. Thank you, Jenny. But Jenny says three app exchange tools. Every Salesforce admin should use. And the only reason we're picking this is because one of them is shameless shameless.

Justin Edelstein: I just want to read the last sentence. Okay, go ahead. I've heard a little blurb about the permission. And then we'll mention the other apps. Yeah. So this app can be installed from the app exchange in five minutes and you could be on your way to mass assigning permission sets in less than that. That's time than that. Yes. That's time. That's a good one. That is a good one. Nice review. Not on the app exchange, but in a blog, which we like. We like both. We'll certainly take someone blogging about our tool. I like free tool free on the app exchange free. And now we'll talk about your blog and we'll, yeah. Talk about the other two tools. So dupe catcher. Yep, it's one of them. I wonder... It has dupe catcher on its way out.

Justin Edelstein: Yeah, I mean, she kind of even wrote this, you know, dupe alerts arrive soon, which is currently in beta. So I'm not quite sure what's going to happen to apps such as dupe catcher or dupe blocker. I wonder I think they just have to go higher end features Yeah, they gotta be like that thing can own the the the one that's like con gun quotes. Yeah Conga still wins. Yeah quotes is terrible. Right? Sorry kids Goats are awesome.

Jason Atwood: But not really no cuz I can generate that one PDF like template and well the sinking of the line items Is pretty neat. Actually that's that's some nice Function out. Yeah, they made a generation of the PDF.

Justin Edelstein: The document generation capabilities of Salesforce, like that PDF or just standard mail merge, which I haven't seen used in a very, very long time. It doesn't,

Jason Atwood: It supports like Microsoft 2. Office 2. Is that a thing? Yeah, it's not a thing. Office 3 and IE 6. I will say the last one she mentioned, login as any user. This is... This is a feature I love and a feature that frustrates me. I love it because you enable this feature and then you as an admin can literally go in, look at the user and then log in as them. To be clear, not an AppExchange product.

Justin Edelstein: Right, right, no, this is a, you have to put in a case. Well, I just wanna be clear, and she said that too, but this was a- Channy, get on the ball. Well, no, she said that in here, but this is a- three app exchange toolsh is the fourth thing that she mentions as a little bonus.

Jason Atwood: But yeah, it's a, great feature, but you always have to put in a case to turn on does not make sense. And we actually talked to the guy and

Justin Edelstein: He, you know, seems like an audit thing and a compliance thing. Like you must put in a case to request this with your business case and confirming that you are the admin for the - I mean, think about if, like, someone was somehow able to, like, get in as as an admin, like, they found their username and password somehow. There's a lot of security that would stop that from happening. Well, just accidentally. There are still lots of things that would stop that from happening. Someone was given the permission to, you know, customize application. presentation. Okay, and modify all data and Maybe a couple of those other really big perms out there. Yep Yeah Maybe this would have to be some special permission that quite literally only the system administrator could do Like only if you had system admin profile or something like that, but I feel like there's a good enough reason to have to open up a case.

13:50 Justin Edelstein: I personally feel like there is. Nope. Like this is a big enough thing to be able to log in as another user to warrant going a little bit extra. Just a little. Not that bad.

Jason Atwood: Yeah, I mean, but you said to wait for it now, sports got better just enabling it. They used to then come back and why do you want to do this? And I'm like, really? Because I asked for it. Don't, I just don't, I don't like features you have to put in cases for. They should all just be cookie box. You want to audit it? Fine. Put in that you use it, you have to sign something. It's like when you, When you refresh a sandbox, it's like copy and paste this sentence that tells you Not even anymore. Not anymore. Checkbox. Yeah, checkbox. Next up, so this is a little bit on the, I mean, I was just in Puerto Rico this weekend. I haven't read this. Maybe this didn't, this happened, but I saw this this morning and kind of interesting.

Jason Atwood: HubSpot exact target thing went on, I feel like it maybe there's no actual evidence this I feel like Retro we're gonna do oh, yeah, we'll come right back at you hubs bout HubSpot announces its own CRM. So that's kind of interesting. Actually, there was an article, you know what, we should talk about that instead. Maybe we'll leave that for next week. There was an article the other day that I tweeted out about Salesforce. It was like, the door is open for Salesforce competitors. It was about like three new CRMs that are hot new. They're all startups. They're all just trying to make their way. But anyway, HubSpot making its own CRM is supposed to be free. It's I mean, you know, I think it's just announced at this point.

Justin Edelstein: You know, it's really interesting in this article, but in the last paragraph, skip the whole thing. I just want it to like the last or the last section... Will this create a collision of biblical proportions and You know the doctor here says likely not Couldn't ask a question. Well, everybody died tonight at five No, probably not but just the way he describes this listen by having been founded 15 years ago Salesforce has the disadvantage of being a legacy product in Parentheses the tired UI is proof of it but has the undeniable advantage of holding hostage millions of client database entries into its servers for its customers. So I mean, what an interesting sort of like Salesforce as legacy. Oh, 15 years.

17:24 Jason Atwood: And And in your ecosystem. And honestly, it's one of the reasons that I'm trying to try it out this my desktop. For real? Gosh that changes my life. It Sike on scene all those Madden bucks you can save

Justin Edelstein: Alright, so you I got a little reward for someone in my league spending a little mad. Yeah Yeah, I love being able to keep tabs on you like that. I had a treat Treat yourself to come back from Puerto Rico man. I love it. I love seeing that you spend money on Madden. Money on Madden. Oh, Madden.

Jason Atwood: This is not the Madden Mobile podcast. It should be be. It should be. Maybe next week we'll do it all Madden Mobile.

Justin Edelstein: What if we started a new podcast?

Jason Atwood: The Madden Mobile podcast. The third podcast.

Justin Edelstein: It's like a crossover between the two. Yeah. It's cloud, but it's...

Jason Atwood: Football it's cloud football And then actually I'm gonna leave my story for my pick. Sorry about a man named Steve? Yeah. So this is a, this is a, I mean, the title of it, the Steve Jobs, Steve Jobs drops the first iPod prototype into an aquarium to prove a point. And I was like, oh, that's kind of a weird story. So I'm just gonna read it...

20:54 Justin Edelstein: I'm going to read the little thing, the quote. It says, when engineers working on Inventing. That is a Johnny Ive right there. Johnny Ive voice. We reinvented inventing.

Jason Atwood: We invented inventing again. And it was simply impossible to make it any smaller. Jobs was quiet for a moment. Finally he stood, walked over to the aquarium and dropped the iPod in the tank. After a touch bottom, bubbles floated to the top. Those air bubbles, he snapped. That means there's space in there, make it smaller. I just love it. That is just a great story. That's just like classic Steve Jobs, but also kind of like, this is like a true story of like, you cannot be done.

Justin Edelstein: And he's like, yeah Hwok, there's air bubbles. I wonder what would have happened if no air bubble. I wonder if that was his plan. Or like if he decided like, you know what, I'm going to put this in this tank because there's air in there and there's going to be bubbles. Was he that smart or did it just spontaneously happen where there were a couple bubbles and he said that means there's air in there. Like I wonder how that occurred. I don't know. I've just been like, this is trash. I'm throwing it in the aquarium.

Jason Atwood: Maybe. He was a pretty smart engineer. I don't know you've not I mean you don't read but I don't read if you read his his biography Let's see, but Ashton Kutcher movie that is terrible. That's like that's like saying you you've seen the avatar movie But haven't seen the cartoon. It's terrible, but I have seen it.

Justin Edelstein: Yeah There's an avatar cartoon Yes, the Avatar cartoon is very good.

Jason Atwood: The Avatar movie is terrible and should be wiped from the face of the planet. I've never seen either. I just, anyway, here's a new Steve Jobs movie. So apparently, I'm, yeah, but it's like everybody's trying to be cast, but no one can be cast. You're hearing about this. They tried to cast.

Justin Edelstein: Yes. And he like he,

Jason Atwood: And he like, everybody's been there. Gary Old It, I'm supposed- Was it on it.

Justin Edelstein: Christopher Nolan? Is he doing it?

Jason Atwood: I don't know who the director is. Anyway. I don't really pay attention to movies coming out, but Steve Jobs movies, I do. I say read the biography because it's just fascinating. He is sort of an icon at this point. It was not flattering. That's my feeling. It wasn't a flattering biography. The movie wasn't flattering either. The less than, and not even remotely close as the book. What was it supposed to be? on the boat. Yeah but it was. You know, it was again, he takes 600 pages, you move it down to an hour and a half.

Justin Edelstein: What I'm asking is, was it quite literally based on the book or not? But there's a lot of stuff about his personal hygiene they didn't cover. He literally didn't work. He had to work at night because no one wanted to be around him. Well, you're taking like 600 pages of text and boiling it down to an hour and a half of Ashton Kutcher.

24:02 Jason Atwood: I think I just said that like literally a minute and a half ago. Oh, yeah, I'm repeating it. Okay. But I said it better. Alright, well, things that we can... Things are... Yeah, things are breaking down here. 200... Here we go What are you doing? I'm writing my stuff for my next week. All right, so let's get under our Picks of the week once you get your pick of the week

Justin Edelstein: My pick of the week I am using oh Wow, so it can't even be sent to me from a fan. Oh, yes the one I sent you all this Thank you for sending me all my pics. You know how much I hate my pics. So I am turning my computer around a little bit so that you can see it. Please unplug our podcast while you do that. I'll try not to. My computer's not plugged into anything. So I'm just going to get my screensaver going here just for a second. Sort of lock my computer up. All right, so it's locked. So You see the little like ring around my... Your head? My head there? It's not a halo. It's not. So, I'm gonna do this so that people at home could hear it too. So I've got my phone.

Justin Edelstein: Yeah. Sitting on the desk. It could be in my pocket. It could be... Anywhere. Yep. Just needs to be like in proximity. Well it can't be anywhere because it's so friggin' big. You can't put it anywhere. It needs to be in proximity of my... What's proximity? My laptop. You know what? It's connected via Bluetooth. So however far that is. And I just knock on it twice. You can see it's even the phone. Oh, there you go. Turned it out. Knock on it like that twice. And it just kind of opens up the... the computer, like it kind of puts in the password for you, it unlocks it. It's definitely a security flaw. Yeah, it seems like a bit of a, like, just like a short... I did it more to like see how cool it was.

Justin Edelstein: Oh, it is definitely cool. He literally just is on the login screen.

Jason Atwood: We actually picked up the phone. Yeah, that was weird.

Justin Edelstein: So you don't need to knock on it. Maybe she called pick up. Yeah, you need to knock on it So that was the weird part. So it's kind of in its lock screen, right? And I know you guys on my phone and yes and the mics on lock. I'll heard that So and and actually I think the better The better thing about this app is not that I think it's actually the app on the phone Where if I if I It recognizes that it's linked to my computer. Okay. If I walk away from my computer. I can I can actually lock it from here. Which is like proximity. Yeah, it has it's using the proximity and I can actually like lock the computer from. the phones, if I walk away from it by accident, I could lock it, and I say, oh, I should be locking and I don't I can do that.

27:07 Justin Edelstein: Although at the moment it's not working but this did work when I was playing with it before. interesting and then there's apps like the the freemium piece of it as I understand it and then there's then there's knock for Mac which is the one you

Jason Atwood: That's the app that's free interesting is it using the new handoff technology or is it no idea what it's doing I generally

Justin Edelstein: Keep it off I I just did it to sort of show you today and to play with it as a pick. So, excellent. If you're interested, knock software, if you go to knock2unlock.com, you can watch a little video about it. And you can get that downloaded on your Mac. and you can get the app on iOS to lock the Mac from, from any, three, three 99 for the app, for the iOS app. The, the Mac application is free.

Jason Atwood: Can't believe you're actually using an app. You bought an app. I bought an app. I know. Just don't buy apps. Yeah, I don't.

Justin Edelstein: Alright, awesome pick. What's your knock for Mac and iOS? What's your cloud pick?

Jason Atwood: So, he loved it. This is a cloud focus pick. No, this is a cloud focus app pick of the week. What's your software pick? And it's neither a software nor an app, nor is it cloud, but it's interesting. After 201, probably more than that, over 220 picks. I've double picked, I've picked couples on episode, I've done, I think we did like a triple pick episode.

Justin Edelstein: I did a picks episode. You did all picks episodes. You've also picked spring 11.

Jason Atwood: Well, it's still the best one. It certainly was spring 14. Ha! That was a piece of... Whatever. All right, so I have been wanting to try out Standing Deaths for a while. In fact, we had an associate who worked here at the Arkus who was big into it. And I was like, all right, go try to build your own. And I don't think he ever did it. But, you know, the theory is that sitting is really not good for you and that if you're sitting you should get up at least once every hour and go do something. Better than that, you should stand up. It burns three times the calories of sitting. But clearly, you know, if you're, you know, working all day long it's tough to... stand up right because you're working and usually you can buy big like standing desk the ones that are like built in there's one in Ikea that I showed the part of that should not be named is like 500 bucks and it was like automated and you could move the whole thing up or down and I started thinking she's I really want a standing desk but my desk at my office is the built-in, it's like huge built-in, I'd have to get rid of the whole thing.

Jason Atwood: Shelving units, it's massive. So I'm like, I don't want to do that. So I go, why is there not just a, some sort of arm that just does this? And of course, I go search and I find it. It's called the Ergotron WorkFit A. So work fit because they have the work fit, work fit S, but S is for Apple. There's a massive arm that holds a keyboard and mouse kind of on a level, and then up on another level is like a platform, and then you can attach an iMac, I think up to a 27-inch iMac, or a screen. And then there's a huge arm that kind of the whole thing goes down, the whole thing goes up. and so you can go up to standing and then within seconds you can go down, you know, down to sitting.

30:54 Jason Atwood: So I bought it a couple weeks ago, and I've been been using it and I've really been enjoying it. I've been doing, I've basically been standing up for conference calls. That's kind of my thing. So I find... Because I find that if I'm standing, if I'm standing, I want to move. Me too. I so, if I'm standing, I don't want to just stand. I want to like move relent forth. I'm pace. I'll go look out the window, right? Which is a little funny. What's And the nice is because the computer is at this height of standing, you can walk up to it quickly, do a little work, and walk away. So I'll be on web access, so anybody who's on web access with me, this is not a secret, but I'll be on a web access.

Jason Atwood: I'll be talking about something and then as maybe the other person starts talking, I'll just wander. Like I'll wander like a couple feet away, look out the window, come back, type in some notes or whatever. It's just you just you still start to wander and so you definitely are more active. That's a good time. It's an hour, you know, an hour long call, whatever. And then after the call, maybe I'll put it down and then, you know, sit down for a little bit. So and it's definitely about endurance because you can't. Eventually starts to hurt, you know and sat on my desk, kind of, like as in the world. Why don't you sit? Well, you're supposed to be standing. I know, but then you're kind of like just leaning on the desk. That's just silly.

Jason Atwood: It's awesome. It's got a couple quirks. It's definitely big and it definitely like, it looks big. It looks big and it looks big on your desk and it changes the way your desk works because it kind of comes out and down. So like there's a little keyboard holder. Which is nice, like the keyboard and mouse was very big. You can just fall over.

Justin Edelstein: Yeah, it's kind of just like a little computer desk. Yeah, well, it's no good.

Jason Atwood: Anyway, it's called the WorkFit A Sit-Stand Workstation for Apple. It's made by a company called Ergotron. It is up there. I think I found it for $4.42 at Amazon, $4.49, free shipping, whatever, something like that but it's pretty good. Haven't quite figured out. It does move a little bit when you're typing. Oh, I don't like that at all Yeah, not like a lot, but it moves a little bit.

Justin Edelstein: I wouldn't like it yours also is Not the one That would work like like I work right you are too monitors. There's one that holds two monitors, right yours is for one One large monitor.

Jason Atwood: Yeah, one large monitor and then my laptop stays closed like it always has on the desk.

33:54 Justin Edelstein: Now I work with the laptop open and another large monitor. Right.

Jason Atwood: So that's not gonna help you. A, because you don't stand. B, because you couldn't read the instructions to set it up. Well, no, you'd have to go get a goi. That'd be you. I'll get a goi. That'd be you. Well, you just looked at me like that's a bad thing. I bring you up. and be like, here,

Justin Edelstein: Set up my desk. Set up my desk, I'm watching television. I'm sitting here on the couch not reading a book. Wait, Get a Goi is not a bad thing.

Jason Atwood: It's a new service. This week on Get a Goi.com. Alrighty, moving right ron. Alright, so the Irkachaun, it's Irkachaun work a sit-stand workstation. Pretty cool, I would suggest. Again, if you're looking for a sit, otherwise, and if I redid my office, I would definitely build in a standing desk. All right, well that wraps up this week. I think next week we have some new things to talk about. Is there, are there Salesforce competitors coming out there? Is there a browser by BitTorrent? And we'll bring in some holiday cheer. So... There's that looking forward to he just his mind just exploded holiday cheer holiday cheer holiday cheer Did I write cheer? I would cheer All right. Follow us on twitter. S you can follow justin at at just edlstein You can call follow me at get a goi you followed arcus at arkusinc.com Probably facebook.com slash arcus inc success community you Please go in the group, miss an episode, cause it's always in there.

Jason Atwood: You can turn on a lot of stuff in there, other than post the episodes. So like you could, that's one group you can actually just turn on every post. LinkedIn, Google Plus, subscribe and review on iTunes and Stitcher, both which continued to work when we moved product. providers and until next week, I need to resubscribe. Which by the way I think next week might be our final, well could be close to our final podcast of the year. So until then Justin and Jason saying enjoy those cloudy days.