Welcome to 2017 - Episode #256 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 256th episode of CloudFocus Weekly for the first week of 2017. This episode is titled Welcome 2017. CloudFocus Weekly is brought to you by the Permissioner, by Arkus, mass assign and revoke sales force permission sets, it truly is. Permission Sets Made Easy available for free on the AppExchange or go to thepermissioner.com. I'm your host Jason At... Joining me, co-host, in 2017, Justin J. Edelstein.

Justin Edelstein: Oh, it's the first time in a month and a half. We have not before Thanksgiving.

Jason Atwood: We have not podcast. We are. It's like cloud focus, but But we have we can be back. We're back now 2017 we're kicking off. We're actually doing the first week of 2017 so that's good in theory.

Justin Edelstein: We've done one every week in 2017 done and not even theory in in factually correct. Well, I will say I am traveling A lot in the next couple of... And then I'm out.

Jason Atwood: So what I'm like... What I've talked about doing... Injured concerns. What I've talked about doing, and I've listened to some other ones, like Freakonomics does this. They do rebroadcasts. Let's do that. So I've listened to just to find out how they did it. They do it by getting on and actually saying something. Hey guys, this is Jason from CloudFocus Weekly and I'm letting you know. Yeah, thanks.

Justin Edelstein: So I have to do work. Once again... Who would do that? Not you. Who would do it? Not you. Right. So you.

Jason Atwood: Alright. So then we just pick episodes from the past. Episode 100. It's not a new episode number, is it?

Justin Edelstein: Question mark? It's a new episode number. So is it 257? No, I think it's like a new series. It's like CloudFocus Weekly. It's like CloudFocus Weekly classics, number one. That's not happening.

Jason Atwood: So if I were to rebroadcast next week...

03:23 Justin Edelstein: One from our archives. How about on they're all 100 they're all available. They're all They're all available on the website right if you go to the website, they're all there We did change platforms one.

Jason Atwood: Oh, that's true. I don't think we changed the host I don't think we went back all the way to the end. So I have them all of course

Justin Edelstein: For people who've joined us recently who heard us do our part two version of the streaming Right, you know we can go back and do like the GTD

Jason Atwood: Episode the special episode There are but there's not that many that are like at least eight I mean like who's gonna want to hear about spring 14 You

Justin Edelstein: Did pick spring 11 once spring 11 as your pick and spring 14 was the one that I like I hate it, right? Yeah We can always do like that one, that special episode we did on that NGO thing.

Jason Atwood: On point, the blog at blog.arkusinc.com keeps on going, does not stop. So we have not one, not two, but three blog posts that we can discuss. And I see. And then we get to a quick... Anyway, some fun stuff coming up, so we'll talk about that in a second or two. We have spring coming up. Spring coming up. So why don't we go... I don't know what order I think I do in an order. Let's go to yours. as the first one to discuss and this is sharing knowledge about being a Salesforce sharing and visibility designer by Justin Edelstein. Sharing the knowledge.

Justin Edelstein: Edelstein? Edelstein. That's me.

Jason Atwood: If I mess up everybody's name that makes everybody feel okay. Or not. All right, so... Probably not. So, tell me about this. What is this? Well...

Justin Edelstein: There's platform developers, which there used to be developer, which was more aligned with app builder. And now there's marketing stuff, there's part out stuff, which they don't include in part of the marketing stuff, which is a little weird. And there's implementation stuff as far as consultants. Yep, and then they broke down the architect. Broke it into these architect domain credentials So there used to be just technical architect and it was a very intense and challenging Test it was a you know, you had to take a multiple-choice test Just that was free just to see if you qualified to even start the actual real test, right? And you had to go in front of a board and present architecture and build things and write things and just Very intense. You have to read things. I don't know maybe so What they what what Salesforce did do though was break out and say, you know, there is this very big, overarching, technical, credential thing that people can obtain.

07:30 Justin Edelstein: But there are specialties that people have. And there are things like and I'll read them out. There's Sharing and visibility designer that's what I wrote about I wrote about a bunch of tips and tricks and hints around What to look for when you're going for that particular domain credential There's also mobile solutions architecture designer integration architecture identity and access management data architecture development lifecycle and deployment Now if you do all these it doesn't mean you're a technical architect. It just means you have a specific expertise in a particular area and you get a credential for it But you actually get a certified actual certification.

Jason Atwood: I'm looking I have looking up yours now. Oh Yeah, and you got the Salesforce certified sharing and visibility designer first on June 17th June 17th It's terrible.

Justin Edelstein: Some year.

Jason Atwood: No, 2016. Oh, okay. No, that you went and took a test on my birthday? Like, seriously? Yeah, I don't care. Thanks.

Justin Edelstein: That's why I passed. Thanks a lot. Yeah, that's why I have that one. Yeah, you have way too many stupid things. I have a lot of those. So yeah, I wrote a blog post. You can go read it at blog.arkasync.com. Yes, you can. And you can read the high levels. I wrote about profiles and rules still the king and queen Org-wide defaults and sharing rules, permission sets, APEC sharing, and just some links out to some stuff including the page that talks about the actual credential itself which has the resource guides, the study guides, what the test is about, so like it's 60 questions. 68% is the passing score,

Jason Atwood: Which is a little low.

Justin Edelstein: Yeah. 400 bucks to take it and you get a serious. Yeah.

Jason Atwood: That's serious. Is that your birthday gift to me? It's a serious certification. You said it was pretty easy.

Justin Edelstein: But that's like I'm kind of a I don't know kind of a big deal Well, and when it comes to sharing and visibility and security, that's sort of I know that stuff really really like you It's who you are. If you were to ask me, what's the one thing, you know the best that would be the thing I would wire Aside from the wire. It was like if you were the Omar, what's your Omar of Salesforce? I would say it's sharing and visibility and security You're a homicidal maniac of Salesforce?

Jason Atwood: I don't know if that analogy works. It's my McNulty of... Too soon. Too soon. All right. We'll move on. We're definitely moving on. All right. Next one... Moving red low. Up by Amy Buchafaro is a cool one. I think she came up with, by herself, or maybe... I don't know. Have you done this one before? We have some that we kind of do over and over again because they make sense. like they're, you know. They're, you know, release ones or the one I'm going to do next is one I've done seven times in a row. This one is called the End of Year Salesforce Administrative Checklist. So all the stuff you can do at the end of the year to think about to get ready in your org. And some of these are things that you do forget to do.

10:55 Jason Atwood: You have to go to the next year and you go, oh, I forgot to do that. So she lists off a bunch. Why don't we each pick one and talk about it.

Justin Edelstein: Do I go first? Since I always go first and get my first pick of the winner. You can go for it. All right. I'll take the first one because I think it's a good one. And it's the one you actually had to do. Yeah, reports and dashboards. I mean not always the best practice to hard code date ranges into filters in reports, dashboards, and I'll include list views in that as well. You know always good to use this year, this month, if you need like one date or if you need a range to use the... the drop down picker that does like previous calendar year, this current calendar year, this month, last month, this week, last week,

Jason Atwood: Whatever. I did get that as a question from a client because they went in on January 3rd to hit the report that was like what happened report and it was empty. And they were, and everybody freaked out. It was the this year report. It was the this year report. So in some ways it's great to write that I gave that advice and said you could either hard code it or... You could just create this year and previous year and you have to teach them, Hey, go to the one that's previous year. If you want to see what happened last year. Right.

Justin Edelstein: So, but sometimes you're caught in a situation where you have to hard code the dates, like work.com. And sometimes when you're using work.com and you don't want the goal or the metrics that are tied to reports to just completely look like nothing happened year over year. You really need to hard code dates because if you want to look at something on a monthly basis or on a yearly basis, you have to point it at a report that's very specific to that month or that year. So you have to be cognizant of the fact that you can go and change your report filters and your list view filters. You can also, as Amy astutely points out, use your admin superpowers to run a report on reports that includes the last run date and clean up some of the no longer in use by moving them into some other folder for deletion if nobody...

Justin Edelstein: Asks for them back.

Jason Atwood: So it's also a good time to just clean up the reports lab and all the folders in general Thanks. You can have as many reports as you want, but you can have sometimes

Justin Edelstein: That that I mean search on the reports tab is really great and It didn't always exist right glad it's there now me too But, and you also used to not be able to report on reports either, so that's a good thing too. But sometimes the list of reports and the list of folders is a little daunting. It's a lot.

Jason Atwood: It's a lot because you can create a lot. I'm going to use, I'm going to go to Parks and Price Books. So that's something that... Every year you got to kind of think is this are we changing our products? Do we have things that are in it that are year-based? You know, this is the 2017 model, 2018 model, or are we raising our prices? So then going in and changing your, changing the products or the price books to reflect the new price. So, definitely things you gotta think about. When we do this yearly, gotta go in, gotta change it. You have to think about, well, where was this thing built and what time period did we change, do I have to go refresh the price book? Definitely things to consider as you go through on a yearly basis.

14:30 Jason Atwood: What's the other thing? I'd also say look into all the chatter collaboration stuff. If you find a lot of these groups and things, that's an extra tip, not in this, go into chatter. You find groups that aren't used, go in there, turn on the auto archiving, let them archive away, let them just kind of go away. People create a lot of noise and you might not need it. or even compliant stuff you need to get rid of. You have to get rid of it after a year. So things like that that you might want to do on a yearly basis. All right, well that was that. That's at blog.arcasync.com. That's the end of the year Salesforce administrator checklist. Now up for the last of the blogs. Here we come. Here we go. I think one of the longest running series.

Jason Atwood: This is the seventh year in a row I've done this. which is my cloud computing predictions for insert date of 2017. I wrote this last year, so if any of this has already happened, this was published last year, I doubt any of it's already happened. The year before 2015, I think I did a couple where I got a couple crazy ones or some of their close. This year I didn't do so well. I talked about Hulu, I thought that Apple wasn't going to really get a new Apple Watch, I was kind of like... I did do something about FanDuel and DraftKings, and they got... Sort of how they'd not be able to survive, or the government would squash them like a bug. Interesting enough, they merged. I mean, last year was it was absolutely in our face constantly.

Justin Edelstein: You're right. I I see them more as sponsors. Yes. As opposed to advertisers now.

Jason Atwood: It used to be every every draft king. So they're more like in game sponsors like the fan dual or draft king.

Justin Edelstein: There's signage for DraftKings. Right.

Jason Atwood: Over advertising well, and I think what's happened is obviously with all the Hoopla over them and then they had to shift and just say hey you have enough users Although the friend the person not a name said that it feels like there's less people. It's less people using the service Hey, I don't use it.

17:50 Justin Edelstein: I don't do it. I use a couple times. It's not really my thing never really got into it I feel like the playoffs were sort of a fun time to do it for football, but I mean basketball There's basketball every night.

Jason Atwood: So yeah, a of to to be watching one every- I a I

Justin Edelstein: Well, you're there's your your confidence 10 1 like this is definitely happening. This is definitely happening the,.

Jason Atwood: Screens and so The rumor is that they're gonna take movies, release movies as they release, so the big blockbuster, there's a, Wonder Woman coming out. They. Would then release it to the theaters, but also release it to a premium. purchasing. or rental service, streaming service at the same time. Yeah. So for example, one of the rumors is that Apple's talking to them about having a, you would pay a serious premium. Now I know there's a service, and I think I've ever talked about this, that you could sign up for and it was like $1,200 a month or something. Remember? And they would send you the digital files and this. but you'd get them at the time. It was very, very expensive. But this is gonna make it more real. So if you figure, how much would you pay?

Jason Atwood: Okay, so you're a movie owner.

Justin Edelstein: I wanna paint a scenario for you that I don't think you've covered and mentioned. Okay. Amazon is a production company. Yes. Who? Put out movies in a movie theater. Okay, so they could very easily. Yep decide Okay Amazon Prime users or Amazon Prime plus movies, right? Whatever Any movie that? Is an Amazon movie? Like these are real movies that go you know get distribution and are really out there in the movie theater You get them on Amazon. You get them on Amazon streaming at the same time that we put them out there. Because that they're, they're the, they're like going the other way, right? They're actually producing movie content to go into the movie theater. Yep. And they could very easily flip a switch and be like, okay, it's on Amazon prime now. Like it was in the theater on Friday.

21:40 Jason Atwood: And it'll stay in the theater exclusively through Sunday and a Monday it's I saw an I'm X3D and I can't say that it actually brings any level of enjoyment. In fact, while watching it at the movie theater and it, you know, it's a good movie. I was enjoying it, but I kept thinking to myself, I can't wait to rewatch this at home so I don't have this. So that my eyes don't hurt? Yeah. So this, this head thing is not on my head and I can kind of just watch it for the movie part of it not for the Oh, it's in your face part of it. It hurt my eyes. Well, of course it hurts your eyes.

Justin Edelstein: It's supposed to do. It's the best part. You leave a movie theater and your eyes are just hurting. That's not right. All right a so movies come home. Awesome. Great.

Jason Atwood: And then there's the one that I'm excited. Well, I know what you're excited for. Because it's because because I want it to happen. The Apple releasing adopt. Yes. Well, there's now this. There's the home wars right now. And CES is happening right now, and there's tons of stuff coming out. Home is the new TV, Home is the new Walkman, Home is the new MP3 player. Every year there's sort of something at CES that everybody's talking about.

Justin Edelstein: This year feels like what I'm reading. Home has always been the way at CES.

Jason Atwood: But the reality of my story, the reality is- I've gone to see you. and voice activation and recognition and all that are part of it. So this is all happened. We have Google Home, we have Apple HomeKit, and we have Amazon Echo is the, I think, the, you know, whatever, Alexa. Yeah, it's Echo. and they all have their own thing. I think it's hey Google. Alexa, what's the weather? Alexa and it's hey Siri. Or no, okay Google. Okay Google. Hey Alexa or Alexa. Hey Alexa. It's just Alexa They should all be hey cuz then it just makes sense. Just Alexa.

Justin Edelstein: Anyway, I like Alexa.

Jason Atwood: HomeKit, the Apple version Which I've seen on my Apple person So I have the ability to talk to the phone Talk to my watch have things happen in my house I've sort of been dabbling with it and getting more and more of them and really enjoying it But having my, youngest child receive a dot for the holidays and the ease of use of it and the sort of functionality it makes me feel like there's this missing piece of the Apple trilogy or the Apple story.

Justin Edelstein: Their voice thing when I talk to echo. So when I, It doesn't wake up. Well,

24:54 Jason Atwood: I'll tell you not good up to the differences because Amazon Alexa and those dots That's all they're doing Higher purpose. It doesn't make phone calls. It doesn't play mad at me Hey Siri, do you even have it on? There you go.

Justin Edelstein: Oh Hi, hey Siri. Thanks for showing up No, no thank you.

Jason Atwood: So, Alexa is definitely more attuned and it's a singular point in your living room or wherever you put it. I think that's the missing piece for, for Apple. Apple needs to release an idea. It's so easy. That thing is waiting for you, but it's doing all sorts of other things. Just build mini Siri into a thing that has a speaker on it and call it a day. I like to think my Siri is Matt. Okay, really. All right. So that was my, that's a confidence of six.

Justin Edelstein: All right. Well, you even named it. Go ahead. Okay. What did I name it? Well, I don't think you wrote it in the... I don't think you wrote it in the blog, but when we were talking about it, you named it. What do I call it? The seed.

Jason Atwood: The seed. The apple seed. The apple seed. God, if that happens, I want money. All right, speaking of money, we have tons of stuff coming up. We're just getting back in the swing of, we have CES going on right now, that's Consumer Electronics Show. We have spring 17, the pre-release preview release.

Justin Edelstein: I'm surprised They're ahead of when they usually release spring. Spring is normally in February. Yeah,

Jason Atwood: Like middle February. But that's you can't have the documentation not be there especially when something's coming out in two weeks.

Justin Edelstein: The release website, I mean they're really focusing more on the web than they are these PDFs.

Jason Atwood: But the web is not, it's not complete. Anyway, it's other cool news, we can talk about some Apple stuff, we have tons of stuff in the next couple weeks. Again, we might be having some special episodes coming up soon. But now, I'm going to do a very special thing for 2017. I'm gonna make two pics. Do your thing.

Justin Edelstein: Do it. Make two pics. Well, I'm making your pic first. Thanks.

Jason Atwood: Which is an app called PhotoScan by Google. And it's an app, a free app on Android and on IOWA that allows you to scan photos like you would, you know, scanning with a scanner. Have you ever tried to scan like an oldie photo off of... you know, you know, take it and throw it in your scanner or taking it and try to take a picture of it. It just doesn't work. It doesn't come out right. The colors are off. You usually get a lens flare or something. Well, this app is built just to scan old photos and it does it in this unique way. You take a photo on the top and then it has you kind of rotate your phone like moving this little thing around the top. Basically, it's taking four or five pictures and then it merges them together creating it and then crops it.

28:20 Jason Atwood: Really, really nice app. I've been using it. We've been going through some old photos and sort of getting rid of them and digitizing them. PhotoScan by Google, you should check it out, free. For your iOS users, you can just say, export right to iPhoto or Photos, and then there we go. My next one is for those...

Justin Edelstein: It's not cool, thanks. Yeah, you're welcome. That was a great pick, Justin.

Jason Atwood: Thanks buddy! You're welcome. Next one is for all of you, you got Apple watches for the holidays? And are now all obsessed with tracking all the stuff that Apple Watch tracks, your health stuff, well, as you know, all that data goes into an app on your device called Health, and in there, it tracks a lot of stuff. And what's cool about Apple Health or Health is that all this data flows into it from all these different apps. If you're using a running app, if you're using a calorie counting app, if you're using a weight scale, if you're using your heart rate, it all goes to one place. Neat. And then in the Apple Health app, you can get some graphs and you can see some data, but it's not really that well organized. The data's not that great.

Jason Atwood: But since it's an open- it's not an open API, but it's an API that a lot of people have built these other apps that can read from the data. Not- you can choose whether whether you can choose whether you want it to read or write. So I've bought a ton of these because it's fun. You can see the different things by month, by steps by month, by running by day, whatever. Oh, interesting. This one's called HealthView. It's kind of my new favorite. I use two. Two new favorites. My new favorite. Well, I have a whole folder full of these things. But it does some, really nice graphing. That's what I really like about it is it, does some really nice graphing of... Are you. You gonna show me? I'll show you. No reading numbers, thanks.

Justin Edelstein: What do you mean? No reading numbers. That's the whole reason why I'm.

Jason Atwood: Asking you to see. So, so, so the thing is I have, I have sense, which we have. So sense puts my sleep in my steps are tracked. My workouts are tracked. so this is, if you go on the top.

Justin Edelstein: Right. So this app just pulls and just visualizes this data in a different way because Apple makes it accessible through the device. That's right.

Jason Atwood: It just makes it easier to take in. You can go month view, day view, you can set goals, and it even even watch app. It's a good way. It's a good weight. Oh, thanks. Yeah, you're doing good, man. Thanks So it's really neat there's a lot of Not that high.

Justin Edelstein: I mean, I wouldn't be too proud of that. Yeah, that's because I worked out today.

31:20 Jason Atwood: Yeah, it's not that great. Whatever. Anyway, I really find these great. And what I like about it is that Apple isn't trying to create the one be all health app. They're allowing these other... No, they should give the APIs. Let people do this. That's right. And there's many of them. This is better. And this one's better than the health app. Yeah. Right. And I like that you can go in by months and things. And since... But it also again, it has an Apple watch app that you can get to other health data that you can't get to on your Apple watch. So anyway, health view, I think it's free-ish. Maybe you can add on a free thing or something. I don't know. Tom Jake sent you. Tom, Tom, I sent you. Really? Who's this Jake.

Jason Atwood: Oh, sorry. Yeah, good job. Good job Justin. Way to break out the rust.

Justin Edelstein: All right so we'll we'll be back. People sort of know you that way. Yeah good job. Good job. I'll edit out. Now they definitely do.

Jason Atwood: And Justin lives at four dash oh sorry.

Justin Edelstein: Justin lives five floors above me. Oh yeah that's true. Giving away too much.

Jason Atwood: All right follow Justin here at just edelstein follow me at at Jason Atwood at ArcaSync is the company. We're on the Facebook at facebook.com slash ArcaSync, Success Community, Powerless, Group Hubs, LinkedIn, Google Plus. Remember, we always love those. Start off your new year by subscribing and reviewing on iTunes and Stitcher. We will be keeping going on our weekly, semi-weekly, bi-weekly, tri-monthly schedule. But until then, as Justin Json is saying... Enjoy those cloudy days.

Justin Edelstein: You