End of Winter - Episode #234 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 234th episode of CloudBooks Weekly for the third week of November 2015. This episode is titled End of Winter. CloudBooks Weekly is brought to-to-you by the compliance locker. By Arkus capture all chatter posts deletions and files available free on the app exchange take your first bin at compliance dash Walker comm safe Harbor My locker too is gonna rock it's coming people. Hey, I'm Jason and there's the speaker of the day Justin just night doing It's coming Looks cool.

Justin Edelstein: It does look cool. I've seen only tiny little screenshots

Jason Atwood: But yes, the old compliance locker is being shot in the head, out behind the barn. And the new compliance locker is going to be pretty good. All right, well we have a little show today, not a big one. It's a week before Thanksgiving. So we will not be here next week. Well we will be here in the world, but we will not be doing any podcast, casting because... It's Thanksgiving week and no one works and no one does anything. That's not true. So, but we do have sort of the last two blog posts about winter, winter 16. So I thought we'd kind of go over those, make our picks, wish everybody a happy Thanksgiving and then we have a neat, we actually have a neat couple, couple of topics for next week the week after which we can investigate and get back to.

Jason Atwood: I think it'd be fun to talk about kind of like cloud and stuff and social stuff. We don't really talk often, but we can do that. So let's get into it. First up is a blog from two weeks ago, Yeah. titled Winter 16 for developers. Yes. So I don't know what they're talking about. Written by one Roger Mitchell at RogerMitchell.com. Yeah. Or sorry, at Roger Mitchell. He might actually have a dot com project. He's at Roger Mitchell. On the Twitter. So he kind of goes over blog.orgasink.com. Some cool stuff in here. There is some cool stuff. So I think we'll let people read it, but we'll also pick maybe one thing each. I'm going to pick all of them, but they're really cool. Well, I want people to read the blog post because we get all the advertising revenue when they read the blog post.

Jason Atwood: Yeah, right.

Justin Edelstein: Which one do I want to pick? I know which one I's gonna pick.

Jason Atwood: I want to pick one first. Why don't you go first that way. So the one I'm kind of interested in because the one I'm dealing with the most recently with my development projects, again, I'm not a developer. I was one back in the Dizzy, but now I just sort of manage development projects or help or basically tell Justin to do them and I pick on them. is the custom metadata types. It sounds like, again, I've never used these. I'm old school, I'm from the hood, I do custom settings. What I read here is that custom metadata types used to be available and you could do them, but you had to do them through like. It was.

03:12 Justin Edelstein: It was first made available in summer. Okay, so I didn't miss that much. No, no, no, you missed the five months. You missed the, you don't have to do this through the metadata API to create them.

Jason Atwood: Well, that's what they're now. Right, but the point is to me, they just showed up as a feature. So I kind of want to talk about them. So it sounds like to me, let me get this right. So the custom settings are great. You put them into Salesforce, you're allowed to. put in variables and things that can be used over and over? Again, via classes and things. So you can basically have settings like colors or features or things like that that you can turn her on or off without having to go into the code. Good practice. So my understanding about metadata types is sort of similar to custom settings, except for they can hold values that can then be pushed along with with the package.

Justin Edelstein: So consider a custom setting an object. Yes. And consider the fact that when you deploy an object from a sandbox to production, you can't deploy records. So the custom settings are actually an object that then records get created within. And then even within those records, there are... I mean, Medidiatypes, custom Medidiatypes. Nope, nope. Well, custom settings. Okay. Custom settings are objects and then... You create records. You have to create records. Well, you can't push those records. Right. Just like you can't push... You have to like, push create them. Just for example, like you... If you created a new record called Prospect,

Jason Atwood: Or a new object called Prospect, and it had a bunch of fields on it, and then you populated five or six prospects, you couldn't push those... that the actual records from you could sandbox

Justin Edelstein: To production you could data load it sure you couldn't push them okay so custom metadata types actually allow you to deploy the values that you need because basically you end up having with custom settings you end up having to recreate stuff in production and it's sometimes annoying. Did- did this all yesterday yeah sometimes a little tricky you gotta go back and retrace and the IDs are different and all sorts of things. So I'll build off of your choice and I'll go with named credentials. Okay, so this is an awesome new feature. Named credentials, oftentimes when you're building integrations, you are storing us, usernames and passwords and API tokens and whatever else within and endpoints within. custom settings right now you can have a named credential because you you can actually store these credentials for the integrations.

Justin Edelstein: Within this very special. I guess I want to call it like a special metadata type. Special metadata. But it essentially takes the pain out of. managing that in a custom setting, which took the pain out of hard coding it and code,

Jason Atwood: Which it's just a continuous step in the right direction. It's breaking it away from something that it sounds like with the name credential, same thing, I can push it.

06:12 Justin Edelstein: Yes? I don't know if you can push it. But just makes it separate. At the very least you can store things for... integration purposes,

Jason Atwood: Usernames, passwords, things that you so so so so so needs to make a call out to some other system needs to log into that system with usernames and passwords to do so for this integration, you can store the name for potentials in that setting as opposed to building

Justin Edelstein: Your own custom settings to do it or building a custom metadata.

Jason Atwood: So basically it's a pre-built set of things that has the values and it can be reused and it's probably in a nice local place in the setup.

Justin Edelstein: Yeah, you manage your endpoints, you manage your passwords, your usernames, whatever,

Jason Atwood: And it's really nice and easy peasy. Awesome, easy peasy. There's actually a couple good things. So even if you're not a developer, I mean even though... Roger is on the technical side. He's up there. If you're not a developer, you should still, there's some things in here that you might wanna, I mean, might seem a little Greek, but you definitely read them because you always land on something like, ooh, I didn't know that that could happen. Speaking of which, going to the next one, which was published this week on blog.arkusinc.com. by Mr. Peter White, who is at SFDC Clicks. That's two C's in the middle. So yes, he's a branded SFDC Twitter. I'm sure they're gonna take that away from him. So this week it's Ideas Delivered in Salesforce Winter 16. Again, this is the last of the Winter 16 blog posts, which I think there's about seven or eight.

Jason Atwood: Quite a few. Yeah, quite a few. So these are the great ideas that were delivered. Not all of them, but... Well, no, yeah, there's just picking some. Again, you know, in the release notes you do see there's that section that tells you these are sort of picking out ones that either we're excited about or are interesting or whatever. So let's pick a couple and talk about those as things that we think are fabulous. Maybe pick two each. Okay, all right. I'll pick the first one. Okay, the first one. This looks cool.

Justin Edelstein: Some pilot beta, but it's something that I've been asking for forever. 43,000 points. Which is global picklists. Oh, which is great. So build a picklist once, allow me to use it on other objects. Right. Biggest use case is I'm building this picklist. on a lead. Yes. I want to put it either on a contact or an account or an opportunity. Right. I don't want to rebuild this because I have to, because my conversion requires me to put it somewhere else. Once the lead is gone, I think that's the major use case for the future. I love it. So right now it is in. Pilot beta pilot beta. I didn't think I thought those were two separate things. It is a pilot beta It is a pilot beta beta pilot so you can share picklists across objects and keep that pick list data clean Which is great, so We'll see when this actually becomes GA and then when it does it'll be part of more of our blog posts, because I'm sure this will be a big one.

09:16 Justin Edelstein: Yes. This is a huge feature. 43,790 points on the app exchange that are going to be retired with this feature alone, which has got to be one of the biggest ones of all time. Well, there's one down here that's 83,000. What? What?

Jason Atwood: That's allowed more than three columns in Dashboard. I'm just going to throw this out. That's an asterisk. Yeah, it is. I'm going to throw it out there, because it is an asterisk. It's a lightning only thing. Remember, kids, when taking your dashboard that you have and saying, I'm going to put on seven columns and I want to stretch this chart out over three columns, which is awesome sauce, trust me, awesome sauce. Just remember, once you lighteningize that dashboard, Right now, it is then a lightning dashboard and cannot be used in non-lightning world. So it's kind of once you take it and edit it and turn it into that, it's not going to be able to go back. So you might want to just make a copy and move on from there. I will pick though, is my real one.

Jason Atwood: Well, you just didn't pick the real one. No, I didn't pick that. This is your second. You only get two. All right. Well, I better pick a good one. Better. No, I'm going to pick two. Two more because I can first one quick one create more roll up summary fields per object from up upping from 10 to 25 All right, awesome. I know that data Easy and then the other one is this I didn't even know this is like one of those ones that snuck by me This is kind of why I like that. We write these boxes because sometimes I learn stuff Just one of these and I was and you can't go next on the fly when opening a new case. That's a cool I did not know that that's awesome. So now when you creating a case you can enter a new contact.

Jason Atwood: I was always been a confusing thing when you do the look up because the when you do a look up to another record in certain places and I can name I think two There's there is the new button it exists. It says new and you can create a new record of whatever you're looking up to Yeah, usually an account I think it's from opportunities maybe, so where you can create the new one. I actually think that that's a, I'm gonna go out on a limb here, I think that

Justin Edelstein: That is actually a result of having QuickCreate still enabled.

Jason Atwood: Really? I believe that to be true. You think those things are connected? I do.

Justin Edelstein: Wow. Think about it, when you're creating that new record it doesn't ask you for much. It doesn't ask you what record type you would like to create. I believe it is just a reusing of the quick-create.

Jason Atwood: So if you turn off that quick-create feature, then it doesn't allow you to look up the... Don't worry about it. Whatever. We can look it up later. I mean, I'm putting myself out on a limb here. Or whatever.

Justin Edelstein: We're in a time crunch. But anyway, so I'm just gonna try it in our org because I think we have we have quick-create on, which is awesome. Best practice, Arkus. We do not. Yeah, we do. So when I go to So right, it's on. So go turn it off. But right now, when I go to create a new contact, I can create, I'm turning my laptop around, I can create a new account. So go turn it off. I'm turning it off right now. Thanks, bud. Yeah, you're welcome. Turn that off. Let me know when it's turned off. I'm going to user interfaces where you can turn it off. How dare us have that on? Yeah,

12:23 Jason Atwood: Embarrassing. So quick create. Great. I'm turning off. Get it off. Hit save.

Justin Edelstein: Don't change anything else for now. I know. I'm hitting it quick. Okay good. Is it saved?

Jason Atwood: Apparently people liked us trying to enter a case live on here. Yeah, I heard. They liked that.

Justin Edelstein: All right. So as you can see, that new button is now gone. Interesting. Yeah. So again, 15 years of self-worth. There's some knowledge. There's some more in self-worth. Drop some knowledge on you.

Jason Atwood: So... Because I feel like you would be there and then they would disappear. So I think what you could do is turn on Quick Create, but then take it away from the from the Paid the home page page layout because it was not showing up on our home. Yes, which is why no it was not Yes, it was it was not I looked for it and I couldn't see it. It was there How did you think I saw it you saw it probably on not on the home page? You probably saw it on some other page All right, whatever. All right, whatever. We'll play around with that later. Also with the schooling today. So pick one more and then we'll pick back to the blog. Yes.

Justin Edelstein: There's some really good ones. You know what I'm going to do? This is another pilot beta one I'm going to choose. I like these pilot beta ones. And another one that has to do with pick list values. So this is for data quality purposes limiting import records to existing pick list values. So I would say be careful with this one. You could definitely break some integrations, I imagine, if you were to be just not caring about pick list values and just taking data and shoving it into a pick list. Not caring? Yeah, I could see people not caring at all and just be like, yeah, whatever. I'll just take whatever you give me and just. Just throw it in this field. Especially when of integrating, especially when migrating lots of data. So be careful with that.

Justin Edelstein: It's great for data validation and data quality. But I just be careful that you may have to put some upfront time, time on your data that you're actually importing in Salesforce, which isn't the worst Just like to just. and then clean it.

Jason Atwood: All right. So just if you want to get to see all these, obviously go to blog.arkusinc.com and you can see all the blog posts. But on the side we have our friendly, what do we call it? I think we call it tag cloud. Yep. Just like everybody else on the planet. So there's a tag cloud. You scroll down, there's lots of things. The bigger they are, obviously, the more. But then you'll see a winter 16. with everything that is winter 16. Good search. All right. So that's it for those. Why don't we get on? Oh, next time. So I have two topics for next time. And then we'll do our CloudFocus app. Facebook has launched two things. Ooh, I need this. Yes. were We'll read up a little bit on it. Facebook especially because of space sure both of these and we're going to come back in next time next time okay let's pick this pick yes pick it's us thanks by You're welcome.

16:51 Justin Edelstein: You were having a rough day so I figured I would throw you a Alright so throw you a pick.

Jason Atwood: Yeah, it's been on my list for a long time. Interesting.

Justin Edelstein: Have you used this? I have used it. Does it work well? It does work well. Do we know how it works? What do you mean how it works? Well so here's what it's called. It's called take ownership of cases and it's by Internet creation labs. Internet creations labs. Yes. It's a free app. I think they make a bunch of other stuff. Yes. They have a spot right? Email the case premium. Yes merge premium I think you've actually picked one of these before I know I've I've worked with these guys before on other things and makes you the owner. So instead of clicking the change button, clicking the lookup button, typing your name in, clicking your name, hitting save, you just click this button and it makes you the owner. I just wonder how it works.

Justin Edelstein: And if it would work in the lightning experience. Oh, it does not say lightning.

Jason Atwood: Lightning ability since it is just a right here. I think it does some sort of funny thing. I bet it's real code. You can look behind the thing. It should tell you the details what's in it. I'm sure it's managed. Yeah, well, no, but they'll tell you like what it is. They'll say what it ships with. Managed package, native one, Salesforce mobile, custom tabs one, custom applications one. I thought they used a lot of money. I thought they used it. You should use what's in it. No, I don't think. It's got a lot of versions too. I'm thinking there's code in there. Probably some let's see. Edit your case set up. Drag and drop on. Take home. She's free of Sign cases yourself on the case. Anyway,. I've seen this came up as a use case the other day So I made it your pick of the week.

Jason Atwood: Thanks. You're welcome You're welcome. All right. Mine is something that I bought yesterday I, I've probably have every single one of these but it kind of comes with a story. So my pick is quicken 2016 for OSX or Mac. I just got the upgrade thing yesterday. I'm that cheap with this program. I've been using it since I think 1995 to one. I mean forever. And they've gone through many iterations. But the interesting. So, It's the update to 2015, Quicken. If the update is a personal software for managing your finances, it does some neat stuff. It does budgeting, it does whatever. It does connect to services and pull down your data if you want. It does investments that attract pricing and stuff like that. I have been used it for such a long time. that I've kind of...

Jason Atwood: It's just part of my system and I like when I'm, well it does take some time for me to reconcile, to reconcile accounts and do things that most people don't do. It's something that's helped me ever since I was bad. At managing money, it's helped me really, my theory is that if you put your nose in something at least once a month, then it kind of reminds you of certain things. So like my, the reason I like to reconcile my accounts is because I then go through and say kind of get a detail of the stuff that I'm spending money on. And so it, kind of, reminds me. It's like, hey, you know, maybe you shouldn't buy that thing. Or, oh, I didn't know we spent so much money on medical. Kind of like my, I have It's pretty good.

20:53 Jason Atwood: It's got a couple new features. I basically just keep up with it. It's tax. I just pay the tax. All right. Well, that's it. Follow at Justin. Just Edelstein. Follow at Jason Atwood. Follow at ArcaSync. Go to Facebook.com slash ArcaSync. We're also in the success and power of us hub groups. We have. Have groups in both. So you can follow us both places if you want in both groups. LinkedIn, Google+, remember if you're feeling thankful for your podcast of the week, we'd love to see a review on either iTunes or Stitcher. Those are two places you can review us so far. Happy Thanksgiving to everybody in the United States who celebrates Thanksgiving, everybody who does not celebrate Thanksgiving. It's really just an excuse to sit around. eat tons of food and watch football.

Jason Atwood: That's what I do. That's your plan, yes?

Justin Edelstein: Yeah. The only plan. That's the only plan. Yes.

Jason Atwood: So we'll be back not next week, the week after, in December. Until then, Justin J saying, enjoy those cloudy days.

Justin Edelstein: You