Opportunity Beats - Episode #220 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 220th episode of CloudFocus Weekly for the CloudFocus Weekly is brought to you by Clone This User. Clone an existing Salesforce user with a click of a button by the desktop or in the Salesforce One mobile. I vote for free on the AppExchange or go to www.clonethisuser.com. I'm your host, Jason Atwood, and join me, co-host... and promiser of a new patch to clone this user coming soon, save harbor,

Justin Edelstein: Justin, it'll see as he reverses his hat. I have to reverse the hat so I can get closer to the mic. By the time people listen to this, there should be a new version of clone this user out there. It's going to go up in the next 35 minutes. It should be happening. Really? Pushing it now? Right. Mm-mm. It should be happening as we speak. What's in the new version? A couple of things. So it's a patch to fix a couple of little issues.

Jason Atwood: So issues are those above or below bugs?

Justin Edelstein: Like where's a bug and an issue? I'm going to call it things we didn't consider in version 1.0 of a set application that we wrote nine months ago. Yeah, so we didn't really think about the fact that... We don't clone custom fields. So sometimes a custom field is required based on, like, a validation rule or something. So you can't actually clone this user, doesn't tell you why there's an error. We still aren't doing anything necessarily about it, because we don't know what to put in the custom field. That'll be in the next release, 2.0. But we're going to show you a nice message that says, here's the reason why we can't clone this user. Your validation rule is preventing this from happening. You also need to build some stuff into the actual clone method where we weren't.

Justin Edelstein: We weren't. checking to see if there were already existing. A lot of the times now packages are installing with these triggers on users that add permission sets. And when you go to clone a user, we can't really control the order of operation. So the package is trigger may run. insert the permission set. Before we do. Before we do, and then when we try it says, you can't do that, cause you're trying to insert a permission set that already exists, and that would fail. We've handled that now in our code, we weren't actually expecting that. Probably should have, but we weren't. So now we are. But we're also giving you some nice things where we're adding an advanced options feature, so you can check and uncheck to include the related items. Oh, we did that. Yeah, Q's public group.

Justin Edelstein: This is coming. Q's public groups, permission sets, permission set license assignments. So those four things, if you don't want to give the user those things, you don't have to. You can uncheck that box. It will be by default checked. And we've also created on the mobile experience the after you clone a user. Thanks for watching! the experience will stay the same, it'll thank you and say you've just created this user from this user, whatever. On the desktop experience, it will give you a full list of all the things that you just did and some helpful links that will say, oh, you might want to now go to the installed packages and add a license to an installed package that requires a license like a conga composer or a point or something along those lines. So we're giving links directly to that area of the setup so that you can finish the creation of your cloned user process.

03:51 Justin Edelstein: Nice little patch. I mean it fixes some issues. We've also thrown some nice features in there. 2.0 get a little better. We've got some good plans for 2.0, which I'm not gonna lay out here because they're full of safe harbor statements.

Jason Atwood: All right, well, thank you for coming to clone this weekly. Clone this user weekly.

Justin Edelstein: We're done, thanks. Doo doo doo. My pick of the week.

Jason Atwood: One dot one. Well, you don't even have a pick of the week yet.. Oh, it's my one dot one. Yeah, you'll figure that out in the next 10 minutes. All right, we got some agendais here. We're going back to some old blogs. We have some Apple music. the aftermath and where I basically make I just have a box of crow over here. I'm gonna break it out and put it here. Box of crow. And then I have a little quick life hack that I threw in here and then we'll talk about what we're gonna do next time. Make our picks and then we'll be out. So let's first start off with the newest blog post on blog.argosync.com by Arkus blogger Roger Mitchell can't mess up his name

Justin Edelstein: He is I guess you could spell it wrong like with a D you could Roger Rod Roger Rod Roger

Jason Atwood: Roger Roger Mitchell who leads are more technical blog writing, although this time it's not too technical because sometimes he gets into the developer stuff, but this time the blog post is opportunity contact roles with process builder and flow. So it's a very well-documented and great screenshots. He's making the screenshots. He loves it. And he likes those animated ones that take forever to download. I think we've gotten away from that. Okay. But this is showing how you can do things on the platform with Process Builder and Flow, which are relatively new, comparatively to the world of Salesforce and to those of us who have been admin for a long, long time, probably don't have time to go play with Process Builder and Flow. It's becoming, you know, more and more useful. There's more and more use cases for it.

Jason Atwood: And so he's kind of laying out a use case for it and telling you how you would use with lots of great, again, screenshots of... You do this, you do this, you do this, you do this.

Justin Edelstein: So this use case is pretty, I don't know, I don't know if I've ever, if I would ever necessarily use this as a real use case. No, me neither. I wasn't gonna tell them that. Yeah, it's okay, it's an example, where you might have three or four lookups on an opportunity to a contact. So you might have a decision maker lookup. Right. And then an evaluator lookup. and a contract signer or lookup or whatever other roles you might think of, evaluator, what have you. And what he's laid out here is how to take the data from that lookup and insert them as opportunity contact roles. So that you can see them all in one handy list and then you can probably eliminate the Opportunity related lists that would end up on a contact page layout if you had all these these three lookups you'd have four opportunity Related lists when really you just want the one the one where they have a role of course We would probably say start with why are they not?

07:04 Justin Edelstein: Just rules and why they look at it. That's why the use cases.

Jason Atwood: But still, there are, you, there are times when you have to put a look up in terms of data passing between the two. Like, if I want to pull something up to the contact level or down from the contact, I can't do that through the opportunity.

Justin Edelstein: I can't do that through contact rules. So there are some examples probably could have thought of that use case and then thought, thought through the process builder and flow to build that part. like bring over the primary's email address and put it on the opportunity for some reason.

Jason Atwood: It's a very good thing. We actually built a flow the other day on the plane. I did a process.

Justin Edelstein: Oh, process. I didn't do the full flow. We did just the process. I didn't call the flow from the process, which is what this is doing. It's the action within the process builder is to go ahead and... Call a flow. But it has through two variables.

Jason Atwood: Nice, just really nice laid out. Again, you can, it's a read, but it's also a view. So if you didn't know how to get started, this is a great example of it. Again, Roger, big into the screenshots. One of our oldest bloggers here, not by age, but by... A content blogging? That's not the shirt.

Justin Edelstein: And we should shout out that this was inspired by Judy Stone, who had written a blog post very similar to this. Is this a shout out or is this like what we just shot? No, no, no, she wrote it and then Roger improved on it, I think a little bit where... there was like an edge case that she wasn't catching. So he went in and adjusted.

Jason Atwood: So go to blog.arcasinc.com and read on that. And remember, everybody's picture's up there now, so you can get all familiarized with those bloggers. And if you click on their name, you'll actually get a list of all their blogs that they've posted, so you can see that. Of course, if you do it for me, you'll see everything, because I post the. the podcast, so you'll see a lot of stuff. But don't do it for you. Don't do it for me. Just don't even do it. The CMS doesn't have a very good idea. I guess I could use different users. I guess that would be the way. I could use different users to post different content. Webmaster. There is a webmaster user on our CMS. Because we had to have someone go do like editing of a lot of stuff.

Jason Atwood: And then... So he gave him didn't want that. Webmaster.

Justin Edelstein: Webmaster. Still a master. I think it's in the security when you set up a new user. Like Webmaster, I think is one of the like profiles that you can hand to somebody, isn't it? I'm convinced that the reason they did Webmasters because they

Jason Atwood: Wanted to make the make geeks, which I was a Webmaster for a long period of time, feel good. Like, it's not like... Like I'm master of the web. You know Geek Tool or Doofus in Dark Room. It's webmaster.

Justin Edelstein: Like administrator just wasn't cutting it. Oh, administrator is no fun. Super user. Web admin. I guess super user. Super user is pretty awesome. Yeah,

Jason Atwood: I'm a super user webmaster. Level 10.

Justin Edelstein: Yeah. Go straight to the Geek line.

Jason Atwood: Speaking of going straight. Do you have a geek line? No, I didn't know how to do this. So we remember way back right before Apple Music launched and we were discussing it and you were going to give me all your theories on it. And I said, you know what I'd like to do? I'd like to come back after we've been using it for a while. I think we came back and did a podcast about a week later. But now it's been at least, well, it's the 30th. Probably a month. No, it's been like three weeks. I've had now multiple people use it and tell me their experiences. I've used it. Thanks for watching! We're gonna talk about that. You've used it. So I think, you know, it's one of those, you know, when anything's new, everybody kind of uses it, and then it's like, ah, but then, you know, I thought we'd kind of come back and say, you know, as your big Pandora user, I'm a, I was a Pandora user, I've been on...

10:50 Jason Atwood: Songza, I've done a little bit of Spotify, I've used iTunes, regular old iTunes. I've used Amazon Music, which I still like. So what are your thoughts? Like, how's it been? What's your experience? Are you like, is it waning? Is it growing? I guess that's my biggest question. It's growing, not waning.

Justin Edelstein: You know what's the weird thing now is on commutes, I would never listen to music because it's like, oh, Pandora and I don't want to deal with like. I actually didn't want to deal with like my music. It's like, I don't want to listen to any of my music or whatever. And Pandora, I would just lose. Right. You know, you know, the subway. So that's where it's really been pretty killer. Now, I think I usually just listen to podcasts. I'm like, Oh, you know what? I might want to listen to this. this album or this playlist and really quickly. I mean, when you're on wifi, add it offline, it downloads pretty quick, right? So I've really enjoyed that aspect of it. I have enjoyed sitting at my computer, starting up iTunes where it actually starts up and like works,

Jason Atwood: Which is nice. I would say one of the best things about this whole music thing is they made iTunes work.

Justin Edelstein: Yeah, it's just light. Thank you. Back to being like five years ago light. But I've had some quirks too. Okay.

Jason Atwood: So, well, so do you, can I ask you questions? Yeah, yeah, yeah. So you, do you, of the following things, do you use them? Do you listen to beats one?

Justin Edelstein: I have and I was this morning. Okay. So like I was sitting in my, I got here in the office at about seven o'clock and I was, I was listening to Beats 1 for an hour. Okay. And I found some things in Beats 1 that I did not know existed, that I was so, so surprised. Like songs or people. No, no, no, not songs, people, not music, none of that. That's all I, we'll see you next time. Bye. Didn't realize I could stop beats one. I can and then hit play and it starts from where it left off Didn't realize that Secondly didn't realize it has a list of all the songs. I just listened to yes, and I was like oh my goodness This is better radio. It has all the songs I just listened to and then I can go add them to my music or I can buy them if I was so inclined and I'm not sure why I would do that.

Justin Edelstein: If you weren't going to subscribe to the service, then I would have them in my music. So I was really impressed by the way that they thought through not just the programming of Beats One, which I don't really have the cadence for yet, which I think you do. And I'm not a huge like radio person, but for the random factor, which is why I like Pandora. So you just get like random stuff thrown at you sometimes. That's where I go beats one. Like, all right, I just want random things. And if I give it like two or three songs and if the person who's spinning the music is not doing what I want, not playing what I want to listen to, I'm like, all right, let me just search for something else. And. And that's the thing that I kind of...

13:51 Justin Edelstein: He's not the greatest. I wish it would serve up better content to me. It probably will get better over time. Have you been using the curated lists? Yeah, and I've been harding things and adding things to my music and harding specific songs. It keeps your searches and I've been searching for a lot of things. So, and I built the for me. I added a bunch of stuff to it. A whole lot of like. genres and artists and said I really

Jason Atwood: Like these, I like these, I don't like these. All right, so I'm just, I wanna feature-wise. So each one you go in as a radio, should I go to the radio? I would, same thing. I was painting my daughter's room recently because we were upgrading it and I would listen to it for hours. Now granted, sometimes it was a bad DJ. I'll tell you, Will Smith's kid, Jaden Smith, he's terrible.

Justin Edelstein: Haven't heard him. He's terrible, like I. But other people are great. Like this person, these guys, the guy from New York from Hot 97 is really enjoyable. Right. Don't know his name, but I know he used to DJ. I mean, I was listening to Elton John was doing one. He was doing. Oh, they've been getting people in there. Yeah. He was throwing in weird mixes.

Jason Atwood: Like he would throw in like some 80s hip hop and then he'd throw in like Patsy Cline.

Justin Edelstein: So that's one thing that I have found that I've really enjoyed is that I've started to go back and listen to things that I wouldn't have normally listened to. Have you done have you gone and taken a piece

Jason Atwood: Of music like one, just one, a song and said, I called. Yes, I want this and just kind of put it into my music, kind of saying I so that you can go back to it and let's do it again. I've done.

Justin Edelstein: I've added numerous. Have you done albums, albums, playlists? A lot of playlists. I just add the whole playlist. Wilco released an album for free. I mean, it's free, so I could download it from somewhere from iTunes. But it's also in Apple Music. So I've been listening to that album because I really like Wilco. So I've been listening to that album a couple of times. Have you been using any of the... I've been getting ready for Dreamforce. I've been listening to a lot of Foo Fighters stuff.

Jason Atwood: Nice. Have you been listening? Have you used any of the... engagement. No. Zero Zilch haven't even looked at it I looked at it when it first came out and I and I saw like 17 posts from Pitbull. I was like I'm not coming back here I don't care it's not like it's just it's interesting because I know some people really find that cool but to me there's so many places like 10 years ago, if you told me there's a place where I can go see what musicians are doing and cuts and music things and little videos and of their thing of their lives, I'd be like, that's so cool. Now I think that's everywhere. Just Twitter. That's Facebook. That's Instagram. That's Vimeo. That's what a vine. I mean, it's like every place has that.

Justin Edelstein: Maybe I just need to go look at it. Well, you looked at it. No, you should look at it. I should look at it. I've also found that the mobile experience and the desktop experience are not the same. They're not in sync. They're not in sync. So if I say I heart this here, I haven't hearted it somewhere else. Or if I like, like add it to my music, for some reason, it just isn't in. You show up in my music., it's just not in sync for me, which is a little weird. Maybe I'm just not doing it right. I don't know. I'll figure it out because I haven't gotten the wife to really like dig in yet. I will have to ask her sooner than later if she wants it because it's either going to be a family plan or not.

17:18 Justin Edelstein: So I think I'm buying it. That was my next question. I think I'm buying it. right now if you were to say... your free trial ends tomorrow. Would I really want it or care? I think I would say to you right now, I'm gonna wait two weeks without it and see if I miss it. Right. And if I miss it, it's not like I have this promotional price, like I'm using it for free for three months. Right. It's gonna be what it's gonna be, 10 bucks or 15, depending on whether my wife wants it or not. Yeah. And I think I would wait as of right now two weeks and be like, all right, is my life is my life Changed and I happy about this decision that I'd no longer have all this music that I've added to my music and I can listen to offline and in the subway I can like be listening to you know, I I Was listening to like an old-school hip-hop curated list from the Rolling Stone or something like that and I was like, oh this is cool Like I looked for like MC Shan a and it brought back a bunch of like, you know Queen's like Marley Mall Records and I was like, oh man.

Justin Edelstein: I just I want to listen to this and I had like Rolling Stone singles from the 60s and I was like, yes perfect and then I was getting ready for my Foo Fighters concert that I went to last week and then you know with them playing a Dreamforce in a month and a half or two months. It's like I'm gonna keep listening this cuz why not? Yeah, so I've been like very I'm pleased with it so far, more pleased than I thought I was gonna be.

Jason Atwood: Yeah, same thing. I'm not more pleased because I generally think Apple does a good job, although obviously they've done this before and done it poorly. Like they had ping which had some of these features in it. A waste.

Justin Edelstein: But ping was more me to you and you to I. It was a it was a one or one to many, but but also with it was also with celebrities The whole thing was celebrities being there pinging. Yeah, but I I I didn't get that from ping I thought it was more like yeah, you know you listen to a song and then a bunch of people just Comment on it. Like that's what I got from ping And I just again, I looked at it, but it felt like when they were demoing it and and selling and marketing in the keynote speech. This is a more immersive experience with an artist that you really love. And they're going to let you in behind the scenes where you have not yet been able to be before.

Jason Atwood: But I don't believe that. I mean, that that to me, that that happened. That's the social media revolution. Whatever. So I've been doing I've been really enjoying created lists I go into these lists and I see and they're like, you know an Apple created curated lists

Justin Edelstein: I'm just gonna open up iTunes just because I want to where do you find those?

Jason Atwood: I think they're on well They're all over the place if you go into my music and start scrolling down It'll start to list out things that you've either listened to and then they'll say and it'll suggest a list They'll say like again. I listened to a lot of pop crap and so it'll say here's a list of pop crap. That's or here's a fun pop crap from the 80s And I'll just listen to it- has adopted it and really likes it.

20:39 Justin Edelstein: So I think I'm kinda in. My daughter does this. Oh, sorry. I'm going to get all the music that I've said.

Jason Atwood: Of like the plus versus a versus a heart versus whatever it's like well i don't understand there's a lot of things going on here that's this one flaw is it looks designed by a bunch of

Justin Edelstein: Different people like they want to keep something like itunes like the for you looks great and then you hop to my music and it's just

Jason Atwood: A list right it's it's that part could do better very weird but overall and and i think i think they were very smart to do the beat because to me the beats It's kind of the over the top. original radio show. I like some of the the DJ's I can't get anywhere else is the reason I'll pay for something. I can't get anywhere else. HBO can't R I can't get anywhere else. So then you put that wall guard on the content and then I'm like ooh I want some of that. We would talk come up with a list of things that we do that are and, a and Or I'm not gonna do it. And I like that, I like that. It's kind of like thinking about that. Anyway, it's, I think we'll leave.

24:19 Jason Atwood: This is my way of kind of talking us into a life hacks thing. Cause I have a bunch and you'll have to think of four. We'll do like maybe in August or something. So you have some time, so you're gonna capture it. You're gonna put it down. You're gonna start thinking about life hacks that you do in your life. I'm sure there's more than four more. Anyway, it's a great article. It's called only responding to commitments with either no or hell yes. On life hacker by Eric Raven's craft. I almost said Raven's claw. All right. So let's get to our picks. I will say I put this in. We have another special request episode requested of us and to do it on email. and email management. Yeah, so. So do you wanna do that next time?

Justin Edelstein: Next time immediately, like right away with the special episode?

Jason Atwood: I don't know, this is really slow time. There's like not a lot of cloud news going on. I was struggling today to figure out stuff. Then we can do that. Eh, more special episodes, I think people like them. Special episodes. And that one I have written. I mean, I can do that one right now. All right, so let's make our cloud folks. AppPix the Week, you found one, very good. Ooh, AppExchange.

Justin Edelstein: This was given to me by somebody.

Jason Atwood: Oh, you wanna do it? Yes, that's what we do. When I say what's your pick of the week, then you say- Giving all these things popping up in my face. Yeah, because you're doing too many things while doing a podcast.

Justin Edelstein: Things are just popping up in my face and I wish they would just get out of my face already. All right. So thanks, Paul. Rocket Agent. Rocket Agent, a nifty app for records delegation. So this is from VRP Consulting. And from what I understand, again, another pick I haven't used is that you can configure this app to take records that would be assigned to you. reassign them to someone else if you are on vacation. So say you are the recipient of cases or leads from the web or an, you can configure this record in Salesforce to say anything that comes in, reassign them to this person while I'm out during this period. Nice. And any like, it'll also automatically assign active cases tasks opportunities and Notify people like when it happens. So if you have an open task or something assigned to you during that period of time I can be like automatically reassigned to somebody that's scary.

Justin Edelstein: Yeah, I don't like that idea but So yeah, you can You can set this up. It's totally free. It has one review, which I don't know, maybe someone from that company. No, it's someone else. So I would look it up on the app exchange. It's called Rocket Agent. We'll also throw it in as a link, as we always do with the 220 times. You're going to tell on the 220th episode. Yeah.

27:26 Jason Atwood: Cool, yeah, he sent this over and I remember thinking- He sends these to both and I take them and leave them alone. Right, because I don't need them. I'm gonna pick something weird, but I- You're just so weird. This is so not a cloud pick of the week. It is. I'll tell you why. You're gonna eat your words. So isn't. Yeah, whatever, Mr. Al'll never use up on me. I was like, never pay for it. Oh man, it's so quick when I get you to reverse. I just dropped the mic. I'm getting out of here.

Justin Edelstein: Yeah, maybe should start some more. It's 1247 and it's almost 1250, which means my watch is going to tell me to stand up in two minutes. Yes, it will.

Jason Atwood: So as I mentioned, I was I've been doing some housework, some reconfiguration of our child's room. and we decided to do her closet and we decided to find places. Now the reason this is a cloud pick is because this place is called Easy Closet. And I just want to give my experience and say it was pretty easy. First of all you go on and you can set up online, you can design your closet, you can pick everything, design, it's very nice. It's a nice design. It's Java, it's a little weird because it's always like, oh Java. colors, things, features, you give it to dimensions and it can build it for you. Then you can have them check it for you. Then they'll call you up, kind of confirm everything. Then they ship it to you in three days.

Jason Atwood: It comes with all the instructions. It took us a while. We ran into a couple snags. I actually had a part that was wrong and they shipped us another part two days later. But it went together pretty easily, and I had built a custom closet inside my daughter's room with all this neat stuff and hidden drawers and all this stuff. And it was awesome, and it was a fraction of the cost of if I'd hired a closet company to come in. There are some very expensive closet closets. Closets, closets, closets, closets. And California closets and custom closets, and there's a lot of them out there. And if you've ever done a custom closet, you know it's better. Now, this was a reach-in closet, not a... 20 by 20, you know Yours is reaching to How do you know I know you're closet, how do you know my clothes and I know it's been redone Anyway easy causes calm it you there is it was they have great customer service I called them on a Saturday is having problems with something.

Jason Atwood: I called them up. They called me, you know I took my name. It's like an answer service. They took my name had a specialist. Call me back walk me through the issue. I kind of already made the decision anyway, but definitely a measure three times, tell them once, but it was really good. It was a really good experience. And the cloud part of it is that you do it all online. You design it all online, so it's just as cloudy as whatever. But then you get closet stuff shipped to you. It does come in a lot of parts, but personalized instructions. Here's how you do it. Once you get through some of the instruction like vernacular, you learn the vernacular of what they're trying to get you to do, then it just kind of rolls.

Jason Atwood: Anyway, easy cause it's, you should go build a car. They also do entertainment systems and stuff, but I'll tell you, it was good enough that when we do our bedroom, I'm gonna do it with this, because it was that good, and the wife agrees. Cool. All right. I'm glad to see it. Next week, we'll be doing some email.

30:39 Justin Edelstein: Oh, we're gonna do that right away, huh? Yeah, why not? Unless we have something else next week that's really pressing. Unless something really comes up, like Salesforce is purchased by Arkus or something. Yeah, something cool.

Jason Atwood: Follow Justin at just, just Edelstein follow me at Jason Atwood, follow Arkus at Arkus Inc, facebook.com slash Arkus Inc, Success Community Group, LinkedIn, Google Plus, remember to subscribe and review us in iTunes and Stitcher or both. And for Justin and myself, Jason. As always saying, enjoy those cloudy days.

Justin Edelstein: You