Starter Pack Heroes - Episode #186 - 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 186th episode of CloudFocus Weekly for the third week of August 2014. This episode is titled, Starter Pack Heroes. This episode is brought to you by the Brezhner by Arkus. Mass assign and revoke Salesforce permission sets. It truly is permission sets made easy. Available for free on the AppExchange or go to thepermissioner.com and that will bring you right to the AppExchange. I'm your host Jason Atwood Joining me 186 times in a row closing in on the Ballyhoo of 200. Justin Edelstein. Justin, how are you doing today?

Justin Edelstein: I am doing just fine. Thank you very much.

Jason Atwood: Is the kimono back closed? Because we opened the kimono last week and now we had to... Close the kimono. Close it back up. So no so last episode is as many of you may or may not remember Was about sort of like opening up. We took some questions. We answered some things We were being frank and honest and we told a little bit about our setup which we are actually in the in the in the. a. 68 degrees. Balmy. A balmy 68. What's 82 or 3 outside? I actually like it 68 here. It's nice. It keeps you awake and fresh. It's kind of true. Fresh and awake. I'm awake. Speaking of being awake, we have an agenda. We have two blog posts to catch up on. on attachments with Data Loader IO. To have a non-non-non-non-non-non-non-non-.

Justin Edelstein: Point to that things like what does this smell like in his nose i told you i can give you a list of mine i've got told you give it to and you never give it to you said you're going to go find it to me give me one. i'll just go on the application you should pick something like i always do.

Jason Atwood: I found one today you actually might wanna the permission And we are as I've heard coming back from some of our listeners We are still hard at work and at our Super secret project for our new app exchange product, which will be good for all of you listeners Before dream force which by the way, we will be a booth in one zero 3 2 so and north will be in the north hall at 103 2 1 3 2 actually you've got a nice corner boost there, so you'll be easy to find us So, if you want to and if you want to, to save 100 bucks on your sales for stream force registration for dream force 2014 You can use the code ec 14 arcus ec 14 arcus that's e see 14 Data Loader IO.

04:12 Jason Atwood: So for those of you who don't know, Data Loader IO is a web-based data loader. In a slew of web-based data loaders now, there's one by Informatica, there's one by Jitterbit, there's one by Data Loader IO, and there's probably a couple more that I don't know about.

Justin Edelstein: Jitterbit really like a web-based one? Yeah, but don't you still have to build the actual jobs in a client? I. I believe Being able to deploy the jobs to the clouds you don I don't have to have it. Oh, and there you a go.

Jason Atwood: And then there's a new Salesforce one that's now GA. It's not in beta anymore, I don't think. That replaces their old wizard. It actually works for me. The wizard. Now I use it once in a while. So for those of you who don't know, everybody should know there are. Many ways of getting data into your the Salesforce org. One of them is using just web-based things. You don't need like big ETL tools. You can just do it. We're deep into ETail tools now. I know you were just sort of learning a new one. I have a new one to learn. I know two or three others. They all kind of the same concept. But anyway, one of the big drawbacks on Salesforce is you can't actually report on attachments. You can't report on, we've had a use case come from a client the other day saying, I want to know how many times this PowerPoint deck was sent out.

Jason Atwood: So is this something something dot ppt and you really can't do it so but you can do it with the data loader so you can pull out the attachments it'll give you the who it's connected to and then you can actually pull out that and do a little V look up matching matchy matchy to? Figure it out. It'd be nice if there was a nice product for this hint hint. No, this is not our new product. But I've actually thought about it.- But anyway, so the blog post at arkasync.com talks about this and tells you how to do it.

Justin Edelstein: So R They're actually at the bottom of our, you'll notice content at the bottom of the blog post. We've written something very similar on how to report on notes and attachments. That other one was using Jitter of bant. Yeah.

Jason Atwood: But I know a little bit of a different fashion. And one called comparing data loaders for Salesforce. Right. A lot of data loading.

Justin Edelstein: Comparing, reporting on things you can report on, types of blog posts.

Jason Atwood: Yeah, well, we're all about the admin. We've decided that's it. That's all about the admin. Right, because we're admins and we like to help people out. So anyway, even review of Data Builder IO, so it's all there on blog.argosync.com. Check it out. What is a little bit about the new nonprofit starter pack 3. The blog post is entitled, at this point in time before it goes up, what's new with Salesforce nonprofit starter.pack 3. Why don't you give me an elevator pitch on what the nonprofit starter pack is.

07:56 Justin Edelstein: Sure, so the nonprofit starter pack is, just as the name would suggest, test. A good place to kick off your nonprofit implementation, if you have a focus on fundraising and development, I would say that that's really the focus of the nonprofit starter pack is to make, make your life easier in getting, getting go. I'm trying to do this without saying starting or starter or anything like that. Try not to use the word in. Yeah, the word script, right, but it describes itself so well. A tree is a tree. A tree is a tree. Well, yeah, so this is to, you know, get yourself going. A little, little rock and do, you know, not having to, make Salesforce in its, you know, enterprise edition world of accounts and contacts and opportunities and translate all that and make it into donor tracking.

Justin Edelstein: Different kinds of donations and the way that you get paid on those donations, it adds a lot of features around individuals. So it has not person accounts, but kind of a different model for handling quote unquote B2C, you know, that model that you deal with a lot in nonprofits.

Jason Atwood: So what is it exactly if you're describing to someone? Is it a different version of Salesforce?

Justin Edelstein: Let's say it's a highly customized version of Salesforce that would be used by, really by nonprofits. It's in the newest incarnation. It's not as segmented. You know, it used to be, I think, seven different managed packages would be installed on top of an enterprise edition org to make other non-profits.

Jason Atwood: That's how I was right going. It's that it sort of installs inside your Salesforce.

Justin Edelstein: Yeah, well, that's if you don't tell Salesforce when you're initially signing up as a nonprofit. When you first start, you go through a sign up form and you say which edition you want. You want enterprise edition or do you want the non-profit starter pack? And if you choose non-profit starter pack, it comes all pre-configured and installed with the installed packages, of course. But if you say enterprise edition and then you say, oh, I really wish I had that non-profit Let's start your pack. functionality, you could go to all the different packages and install them. Or now in one package. Now it's in one package, which makes it a lot nicer. Or for those of us who like bits and pieces of the non-profit starter pack and use them outside of the non-profit world.

Justin Edelstein: Looking at you affiliations. Looking at you affiliations and relationships package. And even the accounts and contacts package, where you can sort of use that instead of person accounts. That's kind of a very basic overview of what it is from a technological perspective.

Jason Atwood: Yeah, I mean it's a little bit, I think there's always a confusion when I talk to anybody about Salesforce, about out. the packages that you can install. I think we talked about a couple weeks ago maybe that there are, I don't know, I was just talking to someone in my sleep. We were just talking. Just talking. Not on the phone. But talking about how there are sorts of installable packages for Salesforce and they are all just, you know, their code and they do some things. Sometimes they rename things, sometimes they put in new objects, sometimes they put in new code that does things. This one's been built over many, many years. In fact, I remember it from as far as I can remember it's been around. And it does have a lot of functionality in it.

11:37 Jason Atwood: And it's free, which is nice. But just for people to sort of understand, Salesforce is Salesforce. And then you install these things. And so I've heard people say, oh, I have. You know, this edition of Salesforce, I have the private equity edition. I have the, I have Salesforce for banking. I have the nonprofit edition. Salesforce an enterprise edition version of Salesforce, but there is actually a difference between an enterprise version and the Version you get as a nonprofit with your grant. It has some differences to they're used to anyway No, I If you were to develop more

Justin Edelstein: Tan boxes that's something from that perspective Yeah, but the production environment is no different, right? But, the other. So if I guess I were to pick one thing here it would be the way that they've now handled Householding so in the previous version of the nonprofit starter back households were their own kind of clunky object, I don't want to call it clunky because it It did what it functioned the way it was supposed You know how to handle the naming convention of households. Households are actually just going to be a type of account right now. Which is where they should be. Yeah, they used to be like you'd have this one-to-one model that the non-profit Starter Pack uses which basically is when you create a contact without an account it creates Kind of both of them on the fly.

Justin Edelstein: We'll be right back. into it and have a lot more flexibility with how you handle the naming convention of the household itself and as part of, you know, just a little bit more, I'll dive in a little deeper, addresses. So addresses are handled a lot nicer within the nonprofit starter pack. They've even done some integrations with kind of behind the scenes to smarty sweet and I kind of make sure Address verification and things of that nature. Yes, actually stuff that really nice stuff that Salesforce. Yeah, we know salesforce has yeah So yet they're looking into some geotagging type of technology as well It's a lot of stuff. So it's an open source product.

15:09 Jason Atwood: I think it's available on and we didn't we argue about this Today was available on github That is no.

Justin Edelstein: We weren't arguing about that. We were probably arguing about something. I don't think that was it.

Jason Atwood: So it's a very interesting, you know, again, you know, there are lots of, I think the last I remember 15,000, 20,000 nonprofits using Salesforce, something like that, 30,000, something like that.

Justin Edelstein: I don't know. We'll probably hear it again in about two months. In October. That's true.

Jason Atwood: Now we'll. And it definitely makes it more usable for them. I mean I've installed the nonprofit starter pack personally for my own PTA and you know you're looking for, you're just looking for different things. And I know as a configurer that I can change a lot of stuff. This is like oh well I'm going to change some things so you understand things better, build some functionality that you wouldn't want to pay for if you're a nonprofit. It also changes also sort of where Salesforce is going in terms of even the nonprofit world. This is a huge, this is sort of a huge stance in saying we're going to keep developing this even though we're making head roads into other software, they're making other connections or other commitments to other. you know, sort of non-profity packages, more like pay packages.

Jason Atwood: So it's, it's an interesting world. It's nice,

Justin Edelstein: It's free, it works. Yep. It's going to work better on the mobile. Yep. In the Salesforce One world. Salesforce One world. And they've done a good job and they did a nice job with this in the. where they had a lot of, as developers know, use a lot of custom settings to store the way that you want the application to work. So they gave really nice UI screens for... all those custom settings that you don't want to have someone have to go into the back and manage those custom settings So now they've done an even better job and put them all on one screen and little like sub tab type of things. So yeah Hiding or having the extensibility of all the custom settings But hiding the fact that they are those ugly custom settings in the background and putting a nice UI on top of it is a really nice touch for the nonprofit starter pack because the administrators are, unless you're a really big nonprofit, the administrators of particularly the the Salesforce instances that are getting the 10 free and that's what they're using are typically that's not their job.

Justin Edelstein: They've just been given the task of being the Salesforce administrator. So, you know, it's not like they have a big IT shop or anything like that. So giving them screens where it just looks like a regular regular Salesforce screen and you're just choosing, I want this, I want this, I want this to work this way, this to work that way, and hitting the Save button. Behind this, under the covers, you're doing a whole lot of interesting stuff, but... Up front it doesn't look like it. So again, you know if anybody's

18:10 Jason Atwood: Listening that has no clue what we're talking about Nice segue. Nice segue Scott. Nice segue into the success community which we talk about. The success community, we say we have a group in the success community. Well an offshoot or a sibling of the success community is the power of us hub which is a success community for the nonprofit world. So, and it's just had its year anniversary, I think, August 1st, 2014. Happy anniversary Power of Us Hub. And to celebrate that, they're doing 30 days of Community Heroes, they're kind of highlighting 30 people who are in the community. just one option of News flash, you're not one of them. Neither of us. But we do have some recognizable faces in the list. But if you go to salesforcefoundation.org, there's a blog post, 30 days of community heroes.

Jason Atwood: You can see all the heroes. A lot of these people I recognize and know very well. So there's a whole list of names. You can see them all there. and then every... a new pro one of them and with a little It is a success community. Except for it is success community. It's not an community. I think there are restrictions.

Justin Edelstein: Yeah, we were able to jump out of- and existence in the community. my salesforce license log me in automatically.

Jason Atwood: So there. So it's not for everybody because not everybody can get in. But it's you know and I think there's been there's been some for those of us who involve in a lot of Salesforce communities and are in parts of them and have sort of chatter profiles and all that having it broken out. I mean I know there's always a reason why to do one thing and think market maybe a more secure environment, maybe a little bit more. walled garden if you will. So that's one reason to keep it you, connected or disconnected or disconnected communities. But then you know the other community has now and success in one and in single sign in from your org and if you're gonna going to be in that one there's a lot of activity in there. So, you know, I think there's back and forth whether it was the right thing.

21:52 Jason Atwood: I personally would like everything to be in one just because I know to them is a technological issue to me. It's like, well, as the end user, I don't in there. You do?

Justin Edelstein: Yeah, having had a post get taken down. There are a little, was it yours or mine? You're talking about. R. I I I'd choose to proactively post in there, and that, again, that is my prerogative. I'd choose which communities I want to be involved in. It's definitely, it definitely,

Jason Atwood: And again, maybe it's our personal experience. It's a more strict community. Those four communities are a little bit like the... Wow....... I don't know if that makes sense. But it's definitely, they have rules. Not everybody can get in and there are rules and things get deleted. I find, I find, you know, I wish that a little bit of that goes towards a success community. Cause I find success communities a little bit like the wild wild west and people are kind of going nuts over there. There's some restrictions, but with the millions of, the people in there, it's harder to do and the power of subs, a much smaller community. And I think that there. Right or wrong, I think that. The overarching, feeling is that the nonprofit community should be nurtured a little bit differently.

Jason Atwood: And so the rules should be different and so I think that's why it's a different community makes sense to me Again, I think it's harder to participate and for those of us who also have the partner community, which is another community another community I mean, it's like you just get You get community out.

Justin Edelstein: So then you have the, as partners, you have the partner community and you have the partner. Well, those are my job and well, it hasn't merged. Yes. You still have to do some stuff in one place and others in another. Yet another login is the point. Another. Well, at least the partner portal is the partner portal is another logging. in and of itself, but the partner community is a single sign on. That's a nice one. Single sign on, that's fine. I like that.

25:09 Jason Atwood: At least I can just sort of bookmark it and get in there, but... Well, I guess, I guess overall, if you are a non-profit, there is a lot of resources in there.

Justin Edelstein: Tons and tons of people willing to answer any question you feel like asking. Yeah, pretty much.

Jason Atwood: And there's actually a, I don't know Anyway, go in there. There's some lot of resources and they do hold, open office hours where they'll answer questions. You just get on, get on, get on, get on. You can then ask questions and get things answered. I think this is, the overarching thing is this. I like to push people into these communities. Someone asked me, or a client asked for something the other day, or through someone else. and I said get them into the community, like the point of the community, answer those types of questions. It was a question about how someone used some sort of product and I was like, that's something that's in the community. Go in there. There's plenty of people in there. They've answered it a hundred times. there's people. It's not really answers, but it's like having a discussion.

Jason Atwood: So I encourage everybody to get into. any of the 17 communities you can and check them out. They're also really great use cases for chatter. They show the power of chatter. So if you're a Salesforce a geeks, seeing how these millions of people are cooperating and file sharing and all that stuff in chatter is pretty powerful. All right, well, speaking of community, we have our own community. Why don't we just plug our own group in the success community? Go ahead, CloudFocus Weekly. Now up to some hundred or something, I think it went up the other day, 116 users or something. Again, if you just want to follow, we post things in there, time to time, maybe a poll now and again. Really, it's just a way if you want to track on the podcast without subscribing to it somewhere else or want to comment or then you can do it there.

Jason Atwood: But let's talk about a quad focus at at Pics of the Week. Oh look you found one! I found one.

Justin Edelstein: I guess force.com labs is Salesforce labs now. Yeah. Is that a thing? Newsflash. Oh, let me change this here. All right, so I don't know if I'm, I I think I've seen this before. It's been out for a couple months. It's called Approval Central for Salesforce One. So I'm just listed out like grouped by the object. So here's your approvals on opportunities. Here's your approvals on quotes. Here's your approvals on custom object.

28:24 Jason Atwood: A because it's, it's actually a missing feature of, of Salesforce one. Right. So Salesforce labs built this in.

Justin Edelstein: So basically anybody who approves anything, any, any approval processes that you have inside of Salesforce. It takes all of your pending approvals and puts them all in one place so that you can do them pretty quickly with basically one or two taps. You jump into the app, you click on the approval or the line item and you land on a screen that allows you to either approve or reject.

Jason Atwood: And that's that. So it's basically just, it's a niche. It's a scratcher.

Justin Edelstein: Yeah, Salesforce is scratching their own itch. And it's free from Salesforce Labs. It has six reviews, all five stars, just pretty great. some suggestions in there about linking to records and let me approve in bolt, right? Maybe they'll update it. I don't know. But for now, it definitely just, you know, bridges a gap that exists in the product.

Jason Atwood: Also, I'm not on the app, approval central for Salesforce one free Salesforce or force.com labs free on the app exchange and a nice little app. Mine is weird. This is very weird. This is weird, but it's something I've been using for actually, I've had this on my list, my list of like 100 app picks that I could make. This one just came up because I've been using it for months. I've actually been enjoying it. So little side like behind the kimono or whatever. I'm doing some work on my apartment next summer. So like a typical person I start researching things, you know, a good year in advance. And I got hooked on some of the HGTV shows. So Home and Garden TV, they have, I don't know, I think they have like seven shows and I love all of them.

Jason Atwood: But they're all basically, you know, some sort of build a house. So there's Property Brothers, there's Brother versus Brother, there's Flip or Flop, which is one of my favorites. Anyway, there's a whole bunch of shows. They are absolute pablum. I also have a nine year old daughter and it's hard to find shows that we can watch together. I mean, we were watching Camera Thrown together because that's appropriate. But then... Well, your daughter and I watched Chopped together. Right! So you have to find shows that are kind of like... G G rated shows like your daughter and I just hang out all yes Well you babysit my kid so that that actually chopped is cool chopped is good But HDTV anything on HDTV can be watched and she actually have to like them I used to watch that stuff with my father all the time when I was growing up like you know this old house Oh, yeah, that's the original like my father used to work on it.

Jason Atwood: Oh, yeah, he was a director of this all yeah So not for nothing So, I've been really kind of interested in it. So when for, you know, it's great because you see all this stuff and you see what they're doing in the kitchen, in the bathrooms, and how they're doing it, they always make it look easy. I mean, it's amazing to do something in like three days. You're like, how can you do that in three days when I know I can get my contractor? I mean, you did your bathroom and when you moved into your place, it took like two weeks.

31:39 Justin Edelstein: The actual work part didn't take that long, but yeah, from like start to finish, it took a week and a half or so. There you go.

Jason Atwood: Just logistics stuff. And you didn't do anything other than you did like basic stuff. Very basic. You did retile. Oh, full retile. Okay. So full retile. Yeah. Doesn't matter. So if you're looking for a fixture was the thing is you start to look for ideas. Like when you're redoing your bathroom, I was like, I want to get some ideas. So this app called house. H-O-U-Z-Z, house, house, is a nice little app because it's basically just hundreds or thousands of really high color, great photos. And you can drill in and say show me pictures of like showers, right? And they'll show you all. And then you can deal with it on a product. It definitely got a sale thing to it. Like you can buy stuff. I don't, it doesn't, it's not too in your face.

Jason Atwood: But like I'm just flipping through these pictures of like Kids rooms or, whatever and you can see they're the beautiful and you can kind of get a good idea.

Justin Edelstein: Well, but. But are you like, oh, I like that tile or like, ooh, I like that shower that looks so cool. That is a nice shower. Did you tag that one? Or like... Did you tag things that you like? Yeah. Yes. You can send them to your idea book. Did you have that one and is that your idea book? So that was a nice shower. This one's on my... It's kind of like what you've been talking about. This one's on my iPad. So it's iPad iPhone. I just downloaded this one just to show you because I... I do not have like an account that syncs that stuff.

Jason Atwood: I think it does it locally and then you can sign into an account, but I don't know if it syncs it. Again, it's not really a great app on the iPhone. Let me see that one. It's a much better app on the iPad. It's free.

Justin Edelstein: If you had the space for this, I'd say go for this.

Jason Atwood: Yeah, but it's cool. You don't have the space. But you get some good ideas is a good idea especially if you're working with another person like you know I save this to your idea book sure go ahead I'm sure yes. Look you have to actually sign in. Oh, so I must have already signed in So look if I sign in maybe don't know again with

Justin Edelstein: Face I mean with Facebook terrible The other day I refused to do it yeah, I'm starting to go the opposite like while this is so much easier. I'm gonna actually create my own account.

Jason Atwood: Well, let's see if it actually sunk down. But anyway, so it's a great little app, especially looking for ideas. That's what I would say. Well, here's Oh, there look, there's my idea books. Oh, cool. And I created a bunch of them. I don't know if those are the ones I actually sank down. So it's great. H. O. U. Z. Z. It's iTunes. I You know, on iTunes, it's free. There's definitely some, they want you to buy stuff. You definitely can buy things through it, but it's a nice little app and it's great just to get like, you can see like 300 shower heads. If you want to look at shower heads, it's like, Oh, I want to see like this type of shower head, right? Right. Also, let me know if you like the podcast.

Jason Atwood: So we'd love to see you drop a review on Stitcher or subscribe on iTunes. We'd love that. We get some reviews up there. You want to follow Justin, follow him at Just Edelstein. I'm at Jason Atwood. And at Arkus Inc. You want to follow the company. We're Facebook.com slash Arkus Inc. We're in the Success Community Group. We're not in the Power of Us Hub. no, but we are we personally are, but the podcast is not. So go to the success group for that LinkedIn, Google plus. and we'll be back next week. I don't know what we're just going to talk about next week. We don't have anything really planned. So we'll have to, you're going away at the end of this week. You're going down to. Away. Away. Yeah. Today's Tuesday. Thursday.

35:13 Jason Atwood: That's right. So have a good time. I'm outta here. And we'll be back next week. Justin, Jason, saying enjoy those cloudy days.

Justin Edelstein: Thank you.