Two in a Row - Episode #222 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.

00:11 Jason Atwood: This is the 222nd episode of CloudFocus Weekly for the second and week of August 2015. This episode is titled Two in a Row. CloudFocus Weekly will be live at Dreamforce 15 in the Admin Zone. We have dates and times. Tuesday, September 15th at 3.30pm Pacific Time. Wednesday, September 16th at 9.30am. We that's early. And Pacific Time. Thursday, September 17th at 1.30pm Pacific Time. Come by. Hang out. Listen to us. and get some CloudFocus Weekly swag. I'm your host, Jay Snatwood, and join me co-host with the most this, Eddlstein. How are you doing, Justin?

Justin Edelstein: I'm doing very well. Thank you, sir. You're very professional on me.

Jason Atwood: Yes, sir. I am, sir. Okay, sir. All right. Well, we have a lot to talk about today. So we did our very special episode last week about emails. So now we're back to sort of covering the stuff that we normally talk about which is news and notes and things around Salesforce and so we have not one not two but three blog posts to go over which are gonna Go over in reverse order And then we have two pieces of news. We'll talk about and then we will pick our CloudFocus at Pics of the Week. I promise not to laugh at your pick, this week, because that seriously pissed you off. So let's start with... Really did.

Justin Edelstein: Maybe never want to pick anything ever again. Well, you know, that might help out a lot of people if you didn't pick terrible picks. I, just streamline the whole podcast. Two weeks ago.

Jason Atwood: Two weeks ago. Two weeks ago. Three weeks ago. How many weeks? Two weeks ago. Two weeks ago. I can't tell because there's nothing on there that tells you when it was posted. I could log in. Fix the website. Peter White posted the new and improved trailhead. Yes.

Justin Edelstein: Follow Peter at S.

Jason Atwood: Yes, we've got a SFDC Quicks Twitter account. That's what I just said. I know. I just said it. Some people are getting their funky with the SFDC. I stuck to like, you know, me. JQuick29. Just kidding. So, you know, we, Trailhead, for those of you don't, know Salesforce has put a lot of effort into building a learning management system. an LMS where they have, which is Trailhead, they've taken a lot of content and they've built into this really what is becoming, I would say an amazing system of learning Salesforce stuff and it's everything from, you know, little basic stuff like chatter all the way to big things like Apex, but all done in this like gamification type of learning. So it's not just read, read, read, it's redo, and then they built in a technology that'll go into the place you're supposed to do it.

Jason Atwood: It's really good. And check that you did it. Like if you're supposed to add a group or do something, they'll actually, they can say check it and it'll go in. Then- then they have badges and things like that. So I mean Salesforce Trailhead- First of all, you should go to blog.arkusinc.com and read up about it, but Salesforce Trailhead is really cool. I have tried a few of them. I wish I had more time to actually go through a ton of them. It's kinda been my goal to go back and start from the beginning.

03:33 Justin Edelstein: And do everything. That's what I did. I didn't start at like... I started at the second admin level. Not the beginner beginner one, I was like, yeah, I don't really want to do this, but the content's really good. It's really well laid out. I really love the way it connects to an org and tests, whether you did the thing that it asks you to do correctly. I think this is a great way to learn Salesforce if you were starting. from nowhere. This is a great way and then there's even more advanced topics and as new features roll out and even as new things roll out. He's so trying not to say something. It's awesome. I'm watching I'm watching his brain just start to smoke right now. It's funny. Here's what I'm gonna say. I would not be surprised if one day web assessor got replaced by trailhead badges.

Jason Atwood: Oh, really? It would not surprise me. Oh, that'd be interesting. Well, then I'd have to start over there all over again. Web access was down the other day, actually.

Justin Edelstein: It just wouldn't surprise me if like the whole notion of like, go take this multiple choice exam got replaced by go spin up an org. Here's a bunch of tasks.

Jason Atwood: Do them, click a button, see if you did them. Problem is you can't really guarantee who did at that point with the multiple points aimed at the show.

Justin Edelstein: You can because you can take web assessor tests from your own home.

Jason Atwood: Oh, oh, oh. Or if you had to go to a web assessor training environment and do the trailhead at the environment. Yeah, I can see it sort of replacing it and being like, you know, all right, you get the.

Justin Edelstein: 201 badge, that kind of thing. I could see it happening down the road, down the trail, but maybe, maybe not so soon. We'll see. It's like, that's a total speculation.

Jason Atwood: Gas trailhead. Very cool. It's cool. Enough said next up on the blogathon. Oh, this is mine. It is, by a young author, called young man called Justin. Edelstein, that's me, and I was gonna try to mispronounce it.

Justin Edelstein: Edelstein. Edelstein. I was on the phone with someone the other day and he said, how do I pronounce your name? I said, it's Justin. She said Justin. I said Edelstein. She goes, Edelstein. I said, you just asked me. It's Edelstein. She goes, okay, Mr. Edelstein. Twice, back to back. Really? I was like, how do you do that? I don't know. How do you do that? It's like misspelling someone's name in an email. When you have the email right there, you're just replying to them, right? How do you misspell it? Oh, I did Hey, Jason all the time. Yeah, I'm not Jason.

Jason Atwood: That's true. You have my email. You know what you need a signature My name is right in front of you. You should put in your signature right in front of you. It's right. Oh my god Next up, on blog.org.sync.com Salesforce permission sets all groans up. Oh, by the way, we forgot we forgot to announce the major news What's the major? I hope that really sounded good. That did sound good. we have rebranded the, the blog that Arkus produces. We did. After, after months of speculation and after many consultants. Many a chatter poll. Chatter polls, everything we went with. Very creatively.

06:48 Justin Edelstein: Arkus blog the Arkus blog Nothing else fit. It just wasn't working for me. We tried as the blog master Nothing else was working. Anyway Arkus blog. So on our sales permission sets all grown app. Yep. So, you know, I Feel like I need to edit this post. I wrote something about Here all about how permission sets the origin story how they came about whatever Sounds like a how they've take blog post for me So growing up over the last three years everyone who knows me knows. I love me some permission sets I've presented on permission sets at Dreamforest. I've created AppExchange apps around permission sets With that said, there was something I didn't even realize about permission sets. Ooh. That kind of struck me by surprise a little bit.

Jason Atwood: So it's doing a- It struck me by surprise. Is that like you blow the roof off the car door or what? I was a little upset by it. Let's put it that way. So it's a limitation is what you're telling me. It was disappointing. What is it? See if I know it.

Justin Edelstein: I'm going to try and phrase this question in a way that like, it's not obvious. Yeah, but there's no way to really do it. So I was doing a deployment the other night and I was the way that we did our permission scheme was to do. Was to add none of what we were deploying to any profiles and just do three permission sets for three different types of users That would have to use this functionality.

Jason Atwood: This is what I was gonna guess just half the top of my head, but okay, go ahead Well, you can deploy a permission set.

Justin Edelstein: Okay, no big deal good and the permission set shows up in the other org awesome But it does not include anything in the permission set that you may have set, like for example, Custom Object X, read edit, right? If you don't include Custom Object X in the permission set, and all the fields that you may have all the permissions within the permission set set on, Any visual force page or anything like that in the permission set that you are deploying Or in the change set that you are doing change that with the permission set in it It won't include any of that in the permission set itself Even if

Jason Atwood: It already exists on the target org Can I can I maybe restate it cuz he really fired it fungal there really fungal he fungal that I fungal It's when you bundle something really badly your fungal if uncle a fungal That's my fungal I'm a fungal of a fugu. What's the stuff in the fungal the fungal that oh my god Right, so I think what you're saying is when you're deploying a permission set from a development environment to production you need if you have included permissions attached to the to an object you must include the Object in well as well in the deployment in order for the permission set and any the permission any

09:50 Justin Edelstein: Fields that are referenced in the permission set Any visual force pages that are referenced in the permission set They don't come across it's even if they because we this right it was already there. It was a tricky deployment It was like a four-step deployment and the last step we were just gonna deploy the permission sets separately, right and They got over there and like why isn't anything here? Speaking of it does the system and administrative permissions, but it doesn't do anything else Like those things about standard the change set with the robot standard don't know this had nothing to do it standard But like the visual force pages the custom fields the custom objects all need to be in the change set with the permission set for the permission set to actually have all the things that you want in it which makes no sense because it was already there on the target org.

Justin Edelstein: I assume there's a new idea up on the app exchange. There certainly is you can go vote on it if you'd like by you or somebody. By me, thank you very much. Yeah so well that's Great blog post that. Yeah, good blog post. Maybe it's not grown up. Maybe they're like a teenager.. Well, maybe I'm sure there's a technical reason for it. Although I can't think of it because if you try to deploy anything else that has some dependency, it doesn't let you so that all this is a dependency. Like this thing has to exist over here in order for this permission to be allowed in the org. Well, if it doesn't exist, kick it out and don't let me make the deployment. Right. Well, speaking of making the deployments. Moving right along, talk about this one at your will.

Justin Edelstein: I feel like I hugged that last one.

Jason Atwood: Yeah, I guess. What are you going to do? I hugged that one. So you take this one. Is the next blog post again, blog.arcasync.com or you just go to arcasync.com and since the blog. has been named so properly, Arkus blog is right there on this is by Mariel Espinal and it is her first blog post which is awesome and it is the right time to hire full-time Salesforce administrator which is a great blog post because I get this question a lot which is when should you hire a new Wouldn't you hire a full-time administrator? And so she goes through looking at things like the amount of users, the complexity, what are the plans for the future. She goes through all the different things you should consider. One of the things I'm going to throw out there as a sort of a side thing, and I'm not sure if she actually included this or not, is that...

Jason Atwood: I would, and I guess it's in the plans for the future, make sure before you hire somebody that you're gonna have enough stuff to give them to keep them really engaged. Way to read the blog post. For a long time. Because it's totally in there. Oh, don't, it wasn't in there when I reread it. Well, way to read it. Maybe because I told them to put it in there. Maybe because you didn't read it. Okay. Yeah, I get that a lot as people go in, they become an administrator and then... they're in an org and they just don't get, One of the cons of hiring an administrator is that they get to really love the platform and then they kind of consider that they, you know, they're not using enough of it, then they get bored quickly and then they go off and, you know, go off to do other things.

13:33 Jason Atwood: So just something to consider. But anyway, that also is that blog talk. It's a lot of, I mean, you know, a lot of content on there. It is all there. Okay, well we have News, the first one, I don't know how much I know about this. I just know the high level.

Justin Edelstein: I know almost nothing. I read the article. It was very high level.

Jason Atwood: We talked about this the other day. Informatica, a provider of an ETL solution that's extract, transform, and load that allows you to connect systems and move data back and forth. There we go. Went private the other day like... I remember thinking, oh, because we use Informatic Meaning that they have a control now of what they do and I guess will help them set their roadmap. This is as close as one of my predictions, predictions from many, many years ago, which is that Salesforce buys, I think I put it in one of my predictions, that Salesforce buys an ETL tool and makes it like this is the ETL. bought marketing, you know, they never used to have an email marketing tool either and then they bought one and they said, well this is ours and this is the one you pay for.

Jason Atwood: So this is kind of interesting them sort of going doubling down in Informatica. that a, the a a So, interesting, going in with Megasoft.

Justin Edelstein: Do you think they will be able to do this? And and A to B. There's the DBAMP or DB sync. Yep, that one. That's specifically for SQL. Yep.

17:46 Jason Atwood: So interesting. And then we've talked about, you've talked about, you know, tools that allow you to sync like third party systems like didn't you make work auto your one ear picks the the week I did we have a proof of concept working that in our org I don't know if it's totally proving the concept, but it's a... It's work. It works. It doesn't do what I want. Does it not work? No, it doesn't really work. It totally works. No. Totally works. It's a hack. You're a hack. Well, I'm not saying it's not Workado's problem. It's more of what you can get to the API. Because what I... The date that I need to have come into Salesforce is not the date they're giving me. That might be an adjusted limitation too, perhaps.

Justin Edelstein: Well, that's a long list of limitations. It might be adjusted limitation. All right. It's possible. Although, I don't know. I thought you asked. They worked. I totally asked. Okay. Did you get an answer? Totally got an answer. And the answer was? You won't like the answer. I said you the answer. No. What was it? Yeah, but again, I might be doing it wrong. I might be looking at the wrong thing. Thank you.

Jason Atwood: I'm just gonna I just were so abstractly no I don't even, again, this came out last night.

Justin Edelstein: Last night got a little slack notification on this one. Google does,

Jason Atwood: So it sounds like what they did is they created a parent the company. They did. Called Alphabet. Yes. And then they took all the products and I made report up into the alphabet.

Justin Edelstein: They split off the companies from Google. Right.

Jason Atwood: And said, okay, how many of them? Like five. Okay.

Justin Edelstein: It's like Google is obviously the biggest, right? I should pull up the article to bring up the list. have a good list to go off of nest is another. Oh, really? So Nest is part of Alphabet, not a part of Google anymore. And I think this was a way for Sergey and Larry to sort of go up and get themselves business from a day to day perspective and there's actually a new Google CEO who's actually running Google.

Jason Atwood: Yeah, I think the area was it does it does seem to be something that a way for them to go higher up. I'm just more interested about... Did you find the list? No, I'm trying. There's like a Google lab.

Justin Edelstein: I don't think it's called labs. It's called Google or something. Oh, here we go. I got it.

Jason Atwood: Alphabet is the top. Yeah. Google, underneath Google is Android search, YouTube apps, maps, and ads. There's Google X, big breakthroughs. There's Fiber. Yep, Fiber was one of them. Google Capital, investing in long-term tech funds. Google Ventures, which is a different one. Nest, which is the smart home products. And Calico, fights age-related disease. That's just some, So, interesting. I mean, kind of cool. I don't know really what it does for anybody in their life, but I guess now when we talked about Google, we're not just talking, we're talking about Google and then all these other things that have nothing to do with it. I guess, because when I talk about Google, I'm not talking about Ventures or Capital or Fiber or X or Calco or Nest. In fact, I'm glad that Nest is off, so then I don't have to talk because...

21:24 Jason Atwood: To me, Nest is completely different. Because when I talk about Google, I am talking search, apps, maps, ads, and Android, I guess. I'm surprised Android. Android seems like one that, like... That's part of Google, I think, still.

Justin Edelstein: Yeah, I feel like that would make more sense to pull off. I think, but then you have to go, like, well, then where does Chrome go? I don't know. Whoever made these decisions. Well, their stock's up 4.27% today, and I think it was up, like, 6% after trading yesterday, so... But, alphabets suck. No, I'm just looking at goog. I don't think there is alphabet stock. I think it's still just goog

Jason Atwood: Anyway, it's it's interesting It seems like I mean I think the underlying story was that there was getting too much just interplay and things weren't getting done and so they had to kind of like shake things up because It just wasn't working. There's too many cooks in the kitchen, too many divisions. They were all fighting for attention and for whatever. So this is kind of a way of separating them, coolly separating them out. It's usually not, this is the opposite way of people, more it's like bringing them together, not separating them. Salesforce has bought tons of companies and then brought them into the fold and turned them into real products under the Salesforce brand,

Justin Edelstein: Cloud two. you. But... They don't generally do the other way, which is to right now. you know that? No, I do not know. We're in cloud two. I was going through my notes from like dreamforce 11 or something for one of our podcasts and it was sort of hilarious cloud to cloud two was announced. Database.com was announced or a lot of fun announcements at three plus 11.

Jason Atwood: I went to, oh, here you are. You want to see something fun? Go to work.com.

Justin Edelstein: Okay, I will just go to it because see where you land is hysterical I'm sure I land on like salesforce.com. Yeah, look where exactly land I land on a knowledge

Jason Atwood: Oh Well, that makes sense actually Can you read it? I know but it's kind of weird you go to the we go to a website and it lands you on a back It's true.

Justin Edelstein: It's not a fact. It's a knowledge right, but you're like in dude helping training you kind of are weird It's weird cuz it didn't just redirect you to like the Salesforce Work.com page or something. Yeah People are used to logging in there if they were old-school users work By the way on July 10th 2015 subject to change any support for legacywork.

Jason Atwood: So desk.

Justin Edelstein: Desk, yeah. They just left it as a stand-alone. But, what?

Jason Atwood: You go to a big open home page and there's products and pricing and plugins. Because desk.

Justin Edelstein: There's no integrate like there's no let's put this on the Salesforce platform. That's called Service Cloud. Work, there's no equivalent. But there was a totally separate thing called work. I understand, but they wanted to put it on the platform. Desk, they don't.

24:24 Jason Atwood: Well, right, but if you go to the pricing on desk, you see Standard, Pro, Business Plus,

Justin Edelstein: And and Salesforce Service Cloud. But you're not, but yeah, Salesforce Service Cloud, go buy the big thing. Right. But it's a the work there's no different offerings one of what they used to be a work But there's nothing in Salesforce expressly to compare it to you cannot buy Salesforce version of work. There's just one thing chatter chatter profile now, okay

Jason Atwood: How how I mean it seems to me works just like slowly I don't wanna say dying on the vine I want to feel like it needs to get better.

Justin Edelstein: Well, it's just becoming less and less important It used to be a big thing people talk about the goals and the metrics and even the coaching spaces are very nice and very relevant they've never did a good job with their performance reviews and that was the killer because that could have been a killer app and It's not But I still think goals and metrics are really, really useful. and being able to visualize them in a different way is also very useful. I just think now it should just be like yeah, and this is part of sales cloud right This is your sales class is sales cloud. All right with the wave interesting enough.

Jason Atwood: Let's get on and do this is your cloud focus app pick of the week. Oh, this is I'm going to go to my website because I want to actually go to it. So I'm picking this.

Justin Edelstein: I've never have used it, but I keep wanting to. I have. You've used this before.

Jason Atwood: This is the one for planes or is the one for shows? This is for events. Yeah, done this. Sporting events, music events,

Justin Edelstein: Whatever it is. Yes. So C is my pick. It's a really nice. It's kind of like an aggregator where it goes out and finds tickets for shows shows meeting like concerts, sporting events, so on and so forth and goes across like all of those other ticket resellers and. Gives you the best price across all of those other ones. It's like kayak rare for tickets And then it gives you a little score On like the seat map to say like you're getting a good deal here, right? With respect to other sections right in the pricing in other sections I just looked at my tickets and I could get them for a good deal. I have my actual tickets what tickets Jets Oh, yeah, yeah, I'm gonna do that. Yes Everyone's laughing at you right now. So yeah.

Justin Edelstein: Yeah, I like this little I like the idea of it I have it on the mobile because I was looking for tickets for something specific. So I was trying to use it the other day, right and Unfortunately the thing I was trying to get tickets for you can't really Can't really get here like that way But anyway seatgeek.com also the seat geek app on your mobile check it out. Yeah go a new concert It's pretty cool. I like the coloring not a great interface It's got the little coloring to tell you like oh you're getting a good deal Right. I did I did just go to your seats and I see the you know, the little green. Yeah, it is Whatever that one is.

27:44 Jason Atwood: Although this is not my thing. Alright, well I'm gonna make my pick. This is one of those, I had an app, I wanted to use it.

Justin Edelstein: Oh, you're gonna pick this? No, you're gonna go with this. Like life breathes? Like air? Why don't you just pick air? Nice try. I would pick Google. I would pick Air. I would pick Google. I would pick Google search. I would pick Alphabet. Alphabet. I just picked all of Google. Please. Oh, God, Airbnb, please. Yeah, okay. Because what you're about to talk about, nobody uses and has never heard of. This is an app that's only been out for like... a couple months. What is it?

Jason Atwood: Exactly. I'm going to tell us. So for you who don't have it. So Office 365 is Microsoft's online platform, right? So we actually have Office 365 licenses because we use Word and Excel and all that. I love Office 365 for them ability to as a business user, you can download the Mac and PC the same license very cool But, but they actually have an app that I was I was looking the other day and on the app store and it's like a new app. It's the Office 365 admin. So it's kind of like Salesforce pound or Salesforce hash. It's the app you put on your device so then you can assign licenses, you can revoke, you can do this and that. So I went to pick this because I was like, oh, it's a cool app that I kind of like the concept around it.

Jason Atwood: You know, it's like Salesforce pound. And then I went to use it and it's really not very good. It's very, very basic and it doesn't really give you a lot of information. It does that, you know, it tells you the status and image messages and how many licenses you have. It is free. You obviously have to have an Office 365 admin like... license to get into it. It works on, it's an iPad and iPhone, so I was happy that Office was on there. That's what kind of was my interest. It does do the things it says, like you can see how many users, you can see if there's any status outages that were someone I was looking. But it's really basic and I kind of wanted more. And it's kind of like it feels like they just wrapped a web page, which is never fun.

Jason Atwood: You know, it's like there's nothing coming to it. Then I just said, well, let's go see what the actual sales, the actual, sorry, Microsoft admin, if you log into admin, to see what you can do in there. Very little. And I couldn't even see when someone last logged in. I was like, do you have another basic feature of seeing like, of being an admin to see when someone's logged into, because I wanted to see if the one of our employees had actually activated their account. Oh. I wonder who. I would love to know that.

Justin Edelstein: I couldn't figure it out. Was it me? No, it wasn't you. Because I just downloaded the new version of Office. Right. But you had to log in. And you had to log in.

Jason Atwood: I would have loved to be able to figure that out. You had to log in and download it and. But wouldn't that be nice to be able to know that like that a user actually downloaded what they downloaded what they have installed like? Yeah, no sounds like a good idea none of that. So anyway, this is kind of a hate pick It's I guess it could get better. I'm hate picking it after a hate pick hate pick. Yeah, it's free I just it's like sometimes but the thing was even the data that I wanted wasn't even available in their own admin. So the tool I guess is good because it shows you what's what you can do online, you can do it easier and big buttons or whatever. I don't know wasn't impressed. All right, we'll be back next week.

31:07 Jason Atwood: I think next week, we're really gonna start talking about Dreamforce baby, like we got the blog posts are starting up. So I think mine is actually do Oh, let's do next week, right. So we'll have the Dreamforce start talking about the Dreamforce the fun, we'll talk and whatever else news pops up from now until then until next week follow at just elstein at jasonamatwood at arkasink go on to the facebook success community group linkedin google plus subscribe and review in itunes and stitcher this is justin and jason saying as always enjoy those cloudy days

Justin Edelstein: Music You