Winter 18 - Episode #272 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 272nd episode of CloudFocus Weekly for the third week of September 2017. This episode is titled... Winter 18. God Foulkes Week is brought to you by The Permissioner. By Arkus, mass assigned and revoked Sales Permissioner.com. I'm your host, Jason Atwood, and joining me co-host for two times in a row is Bird. Bird? If you'd done that on command, that would've been so cool. Gee, it's actually Justin, sorry. Birds in the background. Birds back. Birds here.

Justin Edelstein: Justin, how are you? I'm letting you know now. You don't have to discern anything from the tone of my voice. I'm not in a great mood. It's just, that's a fact. This is hard.

Jason Atwood: This is hard. This is it. Is it because you go home at like 1230 at night and have like four hours of sleep? And amongst other things. Okay. Is it gonna be part of, should we foreshadow to your neg pick? No, that'll come, literally.

Justin Edelstein: Well, I hope it's not because of winter 18. I had to fix some of your stuff here. You're on a winter 17 kick, and you've got to get it through your brain. Oh, yeah? Now winter is the next year. Yeah, what have I been posting? Everywhere. Really? Look, even the name of this was winter 17. Was it? I changed it. Oh, okay. in your little lead up that you write? Winter 17.

Jason Atwood: I was gonna let you- Realize I do- I was gonna let you do it wrong and then correct you, but I didn't. Putting the date is 2017 and then I'm putting another date that's another year, so like it messes up. There's always been a tough one to wrap your head around, I know. It totally is. And it's not winter, but whatever. I always feel like falls my favorite season Falls my full windows already comes here actually windows here actually But falls my favorite season like of all the seasons falls my favorite. It's also disappearing Well, certainly now, but I just went for a run. I'm sitting here just sweating in the middle of September. Yeah, it smells awesome You can't smell me from over there. This studio has nice spatial whatever you're far enoughB behind glass Where's our producer, Bird, behind the glass?

Jason Atwood: Bird, he's behind, he's next to the glass. Why, it's a bird.

Justin Edelstein: Birds is she. Yeah, that's true. What's his new name? Bird,

Jason Atwood: Funny that like you're so, you know, loud last time and I don't wanna say anything.

Justin Edelstein: Maybe we'll provoke Bird into saying something better. No, Bird's doing good with Bird's cuttlebone.

Jason Atwood: All right, so it's, so today is all about winter 18. which is the Salesforce release that is happening in a couple weeks, in October.

Justin Edelstein: Like actually about a month from now.

Jason Atwood: So we have started the blog, has started blogging about winter 18. How about that? I read through the entire release notes. I always read the release notes. Sometimes I read them more thoroughly than others. This time I actually went through every single page. I was on a plane, perfect place to read the release notes. Had my laptop open and just scroll, scroll, scroll, scroll. I also like it when it's in an org that I can go in if I see something really cool and go, ooh, let me go play with that. That's what I'm talking about. That's what I'm talking about. That's what I'm talking about. So I kind of like to read it after it's hit the sandboxes because then you can sometimes all over report builder I couldn't but I wanted to I like to go in and see it and just like play with something immediately just like oh that's really cool.

03:46 Jason Atwood: Gotta have your pre-release org so that you can just have it. I guess. So we've written two blog posts about it. Why don't we just start with those two and then we'll kind of do, we'll talk about other things that we haven't mentioned. One is the first one, actually, we're going to reverse. The first one is by Ryan Uwins. it's... Titled winter 18. Let's talk lightning.

Justin Edelstein: So this is Ryan's absolute 477 blog post he likes writing about lightning about writing.

Jason Atwood: Well, at least he's got a long way to go I think he also just like well, that's just his thing. I'm just gonna write about lightning. It'll why not it's easy Lightning and that's new and lightning. What's new and lightning ideas lightning that's lightning lightning He did use a picture of the wall from Game of Thrones. There you go. So, he picks out a few things. I guess we could just pick a few of these. Sure. And go through. So let's pick one each. Again, this is on blog.argosync.com. Sure. Eh... So why don't you pick one and I'll pick one and I mean, I think one of them is like huge. One's a big deal. I'm not going to touch that one.

Justin Edelstein: I'm going to go with the last one that he put in his list because I often spend. I spend a lot of time in in setup as a consultant and administrator and all those other things. I spend a lot of time. in the app and when I'm there I'm in setup and I want to find things quicker and anytime you can make setup better for me I'm a happy person and basically now you can find things in setup faster with the enhanced quick find. An example he gives is you can just type in a field and you can find it. That's pretty good. As opposed to like the object or something it would appear you can search for almost anything and find it in setup, which is really good.

Jason Atwood: I will say once winter 18 releases I definitely will attack it with some ideas because the object manger is under its own tab and there's a drop-down that shows recent objects. Super cool! Doesn't really work, but doesn't show recent standard objects. which is absolutely useless. I mean, are we sitting here at the podcasting station, having gone to the same concert last night, now sitting here drinking the same sparkly water that we bought last night? It's just getting a the wrong, we need the intervention.

Justin Edelstein: It's really good though, it's white peach ginger from Poland Spring, it's excellent. It is excellent. It's good flavor. All right. Kudos.

Jason Atwood: So, yeah, that's a, so I don't know if that's fixed, because that's definitely a, that's, that's on the bugish level. I always find that the setup, do you know if the users, does it say, I don't know if I've ever read, is users now searchable in Quick Find? You know. Because that's like the thing I do the most. So I need to get to a user.

06:52 Justin Edelstein: Right, you don't want to look for it. I can search for it on the top find. Then you got to go user. Then the thatNNNNNNNNNN Just like record types. Yeah respect duplicate rules. Yeah that nature. It's it's better. Did you? Birds all about lead conversion lead conversion is bird's favorite

Jason Atwood: The lightning what can feel is is, is ever-changing I? Like a metamorphosis of a flower. I don't know I we were having a side conversation of the day I feel very bad for everybody who has gone out and done tons and tons of screenshots or video captures of processes in the lightning and then you that did the first time with the side nav up that's R. Now then they did it again with with the top nav and now we're gonna get a new look and feel so there's I guess it's really they there's two big complaints in lightning one is the use of white white space It's just there's just too much of it all over it It's and it's kind of wasteful and so people said the white space like make it easier to see more data I don't need to space.

Jason Atwood: I'm not drawing right bird. Yeah, exactly and then I guess, and sort of the opposite of that is when you tighten up white space, you know, the things get too close together. So now they've created this background color, it's actually an image in the background that's like dark and that breaks out all the components. So the side component, the highlight bar, the path, if you think about lightning, all Bye. this dark color in the background which is kind of a I mean it is trailhead II it's also a little

Justin Edelstein: Bit wasteful So, because you've got these, every component is wrapped with this, is like snapped into this background. Right. So. Well, I don a, I don, I a, I don't know if they've tightened it up that much to replace, it's basically a replacement for the white spaces.

Jason Atwood: We're going to show you that there are R different areas on this page. That's that's what most orgs are going to be like. I don't want us to like have a different will conceal It is. It actually feels like you don't notice it as much and I'm working lightning a lot now and flipping over to winter 18. I'm Wow, okay. It's it's faster. I would say I'm gonna give it the Jason seal approval. It's GA use A lot of it's just little tiny things. Good seg-g. Yeah! Let's go to your blog post to my blog post. Justin Oerber.

11:05 Justin Edelstein: Edelstein. Edelstein. Edelstein? Edelstein. and your new picture. Aww, good new picture. That's my new picture, yeah.

Jason Atwood: .. So you wrote something.

Justin Edelstein: Yeah, I've been talking about this for a while. How to write if you can't read. I do my best. What's the saying? I've been talking about this for a while with people internally and externally that there were these gaps when, as you just discussed, when lightning was launched and it was like, go use lightning. It's like, yeah, but it doesn't do half the things. Half the things are missing. Right? If the thing used to work great, let's keep having it work great. But if there's room for improvement, like lead conversion and adding record type to lead conversion, that's great because that was always a workaround. You'd have to like, you know, have, have a pick list on the lead and write a record type or something to have it flip record types on conversion. So I picked a bunch of features that I thought were made better.

Justin Edelstein: In Lightning Experience as opposed to just rolled out the way that they always were to fill the need, because, oh, there's a gap here. We used to have this and now, all right, well, we'll just roll it out and it's got a Lightning skin on it. It's actually a better feature now. Great. I listed a few. Why don't you pick one and I'll pick one. Sure. So. Best people can read where? blog.arkusinc.com. Very good. So I'll just go with the first one. The expand your reps email reach with list email. So mass email is a thing. In classic, yeah, you can actually send an email to a mass amount of people. It's very hidden. Hidden in the tools menu and it's a bit clunky and there's a lot of steps to it that you have to do beforehand with creation of email templates and list views to the people that you want to actually send the email to and it has limits and So does this it continues to have limits on how many you can send it one time But the idea is that now it's going to be Much easier to just grab a list of contacts, leads, or person accounts, which are not being left behind, and say, okay, I have a list that meet this criteria, let me just select them and send them an email.

Justin Edelstein: And the email gets tracked as part of the activity history, which was always an issue because it would just say like, mass email.

Jason Atwood: And the best piece. I think you're burying the lead.

Justin Edelstein: What am I burying? You can build the email. Oh yeah, you just do it on the fly. You don't have to go through 100 hoops to then come back. That's that is. Because that was always frustrating. Right, because it's like, oh, I'm doing this mass email.

14:08 Jason Atwood: I forgot to build my template. It's build template, then go do list. That's something people think. People are like, build list. Ooh, I've thought about that. Now I'm going to send you. I can't wait to use it. This is something I actually haven't tried in one of the orgs, but that's a very, very cool feature. I wonder as part of that if they're going to, I would, maybe I'll put an ID exchange on this. I think they should up the limits on the emails.

Justin Edelstein: Like it's been 10 years. There's a reason why they would not do that.

Jason Atwood: I'm not saying to up them to millions. but like from a thousand to maybe two thousand or five thousand to ten thousand. Like make it, yeah I get it, they want to sell their own software, but they have the capacity to do more and it while' it used to cost x to send an email it now costs one one hundredth of x to send an email. Would that be y?

Justin Edelstein: Why? Why what? No x like y. Would be y. Or z.

Jason Atwood: Generation Z. Okay, what's your thing here that I did? I will pick my thing is... I mean, I think this is a massive feature, so I'm just gonna pick it. There's a couple things I think are great. But the dynamic lightning pages, which we were discussing again the other day, why don't we just record all of our conversations? Just a concrete beak. Well, we'd have to filter stuff. We could have the This is Not Appropriate podcast.

Justin Edelstein: Yeah, our partner who shall remain nameless, please don't listen to this one., Oh, yeah.

Jason Atwood: Stuff you So many things that we shouldn't do. TV shows, you should never talk about. All right, so the dynamic lightning pages is a very cool feature, although I'm still trying to figure out, I'm still trying to figure out amazing use cases, but I have played with it. You can go into a lightning page. You can go into the Lightning page editor and then you can say this component over here only shows up when we hit this basically criteria of the record itself. So if account type equals prospect show this component. If account type equals blah customer show this component. So super cool, like super super cool. But I feel like what people want more than just componentized. So I could see it for charts and things displaying. But where I really wanted is sort of either related this.

Jason Atwood: Like don't show this because we could do that today in page layouts. but Basically, don't show this related list if it's a prospect because it's useless or or sections on a page That's where I really think the sections

Justin Edelstein: On the page is whatever it wants and I feel like that's where it's got to go It's got to go to like I gotta go enough enough with the page layout and stuff let's just make it all like a pick why can't a page layout just be a component like as a very quick boom don't change anything it's just component and then if you want to i tell you we're about to enter into the

17:29 Jason Atwood: Twilight no we're about to enter into a very strange time as a sales force configurator or admin or whatever because you can build some really, really bad, confusing crap nowadays. Whereas before the worst thing you could do was sort of like, there are a lot of fields in one big section all on the right hand side, like the worst thing you could do. You couldn't do too much. Like a billion related lists. Right, or maybe just make really terrible validation rules that like validate off of things that don't make sense. or recursive validations. But now as a UI designer, you can build a lot of stuff that can confuse the crap out of users and not be very usable. So it's going to be an interesting time. I wish Salesforce would come out with some research.

Jason Atwood: I don't know. One part of UI is building good UI generally within an application is you want things to be consistent. So if the button is, you know, the upper right hand corner, then it should always be in the upper right hand corner because people memorize things spatially. They don't memorize it that they don't say, Ooh, I know it's a separate hand, they memorize spatially. So. If you were to build an org and every different page, lightning page you landed on, a lead, a contact opportunity, account, case, just pick the standards, you could literally have each one could be completely different, look different, feel different, have things that didn't exist on others. One doesn't have a detail. One has activity. One has feed first. One doesn't have a highlight panel. I think it could be really bad.

Jason Atwood: So I would love for Salesforce to do some research and come out and say, hey, here's what we think as a best practice. Here's some consistency in UI that we think you should stick to.

Justin Edelstein: Wouldn't you think that just they've already done that and whatever the out of the box, like when you spin up a brand new org, that's it? No. Like these are the tabs, these are the sub tabs, this is where activity goes, this is where the feed goes, this is where this goes. It's a lot of backward compatible stuff. A net new org,

Jason Atwood: Brand new. It's still got to be backward compatible with classic. If classic were to go away tomorrow, or if classic were gone, and someone said build an org that's lightning only. I think it would be built very different than if you came from classic. We again, we've discussed this offline as part of our what we discuss offline podcast, which will then be online. Whatever, that won't work. There's two things to lightning. Yes, you can sort of make it better, but are you making it so dramatic change in the UI that the users are going to... you. Get lost right you want to leave them a path so we've talked about maybe making it feel like you're coming from classic a little bit more To start and then maybe you change it later But anyway, so that's my suit So those are two blog posters on blog that are distinct calm and now we can talk about other things I think the first thing we've talked about we've so I guess we both pick some things we like Or new things to talk about Well first we have to talk about the graveyard.

21:13 Jason Atwood: In the graveyard with the presentation builder. With request update. I can't do it either. Birds gonna start singing. So two features got... Crap canned this time. This is a non-explicit podcast because my daughter listens. First one is chatter answers. I feel like chatter answers is pretty young in the world.

Justin Edelstein: Yeah, it's been about eight years I think. Eight yeah, I had answers eight or nine. Yeah, I think that's I think that's longer than I would have said And I think I'm right though eight or nine years for chatter answers.

Jason Atwood: I do believe oh barely got so not even old enough to drink or to drive so that's actually retiring in spring 18 and then Cloud Scheduler is actually retired. Maybe we shouldn't say dead. Maybe we shouldn't say in Boca. Although, you really, yeah, it's more dead than this. They get Boca'd. So Cloud Scheduler, which was the feature for you, few people starting up your brand new org today, your winter 18 org today, allowed you to. send out a meeting request, kind of like what actually... Does Inbox have this? Has Inbox has this. Inbox has this. And Cirrus has this. Where I can say, here's my calendar, here's a link to some possible spots, you tell me what you like. This feature never did the one that those do, which I think when they pick it, it then turns it into a meeting request.

Jason Atwood: This one always just left it as a, hey, everybody said this. Now you have to go back and pick and make it a meeting request and then send it out. And plus,

Justin Edelstein: It got hurt. They're still not perfect either. No. Like the whole service thing. When you send out, here's five. It doesn't block those five. You know, it doesn't like throw blocks onto your calendar to say like, all right, those five are taken until which time it's all done and then we'll remove the four blocks.

Jason Atwood: So like if you sent out one set to one person and one set the other and they overlap. They could overlap and you could have two things at the same time. Right. It's not perfect. Yeah. But that seems like a small code update.

Justin Edelstein: Yeah. I don't know. Turn on blocking. Maybe they both... fall on that, but I know that I've had that issue before.

Jason Atwood: I think the real reason Cloud Scheduler died, and A, when they put it out, they immediately realized that their email, their scheduling app, the ability to send out schedules and get them replied to and all that was just terrible. And I think they just said, we're not going to get into this space. And so then never really did anything. Well, they have now. But they're doing it by syncing. So instead of right because they're not syncing with light with with Gmail and and Outlook. Yeah, I mean you can send out

24:26 Justin Edelstein: They've essentially said okay, you can send out the Requests for the meetings, but you can do it from inside of Salesforce, but the the actual meeting request is going out via either your Gmail or your, I guess it's more 365. That was the exact thing.

Jason Atwood: So they're leveraging their ability to send out the meeting request. Therefore, they don't have to worry about the responses and all that. It's all handled,

Justin Edelstein: Which is the right way to do it. It's on the server side. Right.

Jason Atwood: And there's already and they have the tool and inbox to do the block that you know here's things so This is the right thing to do. I'm not I'm not faulting for this I just think they they if they had built if they'd done that ten five years ago done the or eight Maybe wasn't able to and I so those two are dead. All right, let's pick one each We both have two you can pick one. I can pick one of our favesies Yeah, well, I actually just mentioned one of mine, so that's it. I can just pick the other one. I am kind of excited for a little small feature called Add Opportunity Team Members Faster. We here at Arceus actually use opportunity team members. Also sometimes called sales team members sales team And you can add Them faster, so it's just much easier to sort of put them into this grid It's much better and better in lightning.

Jason Atwood: Oh Two quick things on lightning. I found that I'm a little perplexed on And maybe this is just me, maybe I didn't enable something. Go to add a contact to an org. So you go, oh, I'm on a case, creating a new case. Great. And one of the great things about Lightning is you can then add a new thing. So you can pop a new thing. So I then pop to add a new contact. Go to add new contact. Look at account.

Justin Edelstein: Can't add account Right, so it doesn't have the ability to go two levels right and if you don't add the account no one will ever see it, right?

Jason Atwood: And it just hasn't been required on this in this order. So that's trapped. That stinks. The second one is subscribe in classic and subscribe. The same word means two different things. Oh, that's fun. So in classic for a report you have schedule and subscribe. Schedule is send this thing to me at every given period of time, every Monday at 6am. Do it. Send it to me. Subscribe means in classic if this thing hits a certain, if this report gets a certain value, of you know more than 10 widgets of invoices paid more than three whatever then send it to me. But if it doesn't, don't send it to me. One is kind of pull and one is push. Whatever. In class, enlightening, subscribe is the schedule one. Not the subscribe one.

27:35 Justin Edelstein: Yeah. Why is that? Don't know. That's strange. That's maybe just an error. An error in naming? Yeah, I mean They're two different things And that is just to finish the video. And I will see you guys soon. I guess.

Jason Atwood: Subscribing's the better one, in my opinion. I think what they're going to do is they're going to probably merge it into one. That you can do both in one.

Justin Edelstein: But right now, enlightening. That's weird. They are two different things, though. But I'm looking at it. No, I'm not saying that it's wrong.

Jason Atwood: It's just very weird. There's a button enlightening on a report called Subscribe. you click on it and it says schedule frequency days time email that just seems like it's wrong and then I flip over to lightning or

Justin Edelstein: To classic which one are you clicking over to? I'm going to classic now well you go on your little asking me that was weird though right? yeah that should be one or the other Not me both. You click the subscribe button and it's completely different. Yeah. There are two different things. Let's keep them two different things or figure out which one you want to do. Don't mean a thing. Like,

Jason Atwood: Oh, in classic, clone means to clone. And in lightning, clone means to delete.

Justin Edelstein: Because we're supposed to be like your favorite things. And then you might say. Well, I did know. I picked a favorite. But then I'm just pointing out two really weird.. lightning issues. Okay. Cool. So I'm going to pick, so the calendars are now shareable.

Jason Atwood: That seems like a catch up feature.

Justin Edelstein: The cat the the count sorry the the The brain working brain is so not working. Oh my lord. No, the gates can help. Build building out those those calendars are really cool. And but they were like private. So you you'd want to be able to share them with. you know, a public group or one other user or whatever. And not having them is sort of strange and now they're there and you can build out however many you want and share them with whoever you want to share them with. So a... an event calendar. You can build out an event calendar and share them with the marketing team that runs events or something for an organization. So that's a nice bonus coming in the next release. All right, I'll throw in. I have another one too, if you want.

Justin Edelstein: No, because we're running out of time. All right.

Jason Atwood: I will throw in my, they threw into the release notes. products. before you get to your neg pick astrad your default avatar in more places they put that as as features like hey isn't this cool like no it's not cool even if someone had to write them up and spend the money to write them up reason

30:48 Justin Edelstein: Enough they shouldn't have done them I will not out.

Jason Atwood: So let's go ahead, speaking of things, oh, next week. Before we get to our CloudFocus app, pick up the week. You had a little venture last week. I did. So I want to hear about it. I'm going to write a blog about it.

Justin Edelstein: I was thinking about it. Should.

Jason Atwood: Yeah. I had linked to it. Oh, you linked to it.

Justin Edelstein: So someone's gonna you can't get to it having some trouble getting a Capital one 360. What is that? It's their online platform where it's takes all your accounts and puts it into one place for you and I have accounts at at capital one and I need to establish another connection, I guess, between this new account that I have. And for some reason, it just doesn't work. they were like try use a different browser unlike I'm using and the tech just was working and I tried one person. They were such I hung up because I the phone for long, like 20 minutes part where this thing will work. So I think has excellent tech stuff. I know that everything that I've ever done with them online has been really good. Like I You're I have to use it.

34:57 Jason Atwood: I have to figure it out. Do you understand what a pick is when you say, Hey, everybody listens to the podcast. There's nothing I can do about it. I cannot. Not you. Not you. Listeners, you say, Hey, listeners of the CloudFocus Weekly Podcast. I don't care. I'm making a pick for you to view something. I don't care, I'm done. Oh, is this? Yeah. Then another podcast we end with Justin not speaking. Yay. I'm so done. Okay. I am picking a feature slash product That's good. Yeah, so this is actually a in the atwood household. This is a cost savings for me because I have three people in our and our household that all use their devices tremendously tremendously and all purchase individually their own storage. I have well, well actually started this morning, I have to consolidate tonight 2 terabyte of iCloud storage, which is $9.99 a month.

Jason Atwood: Hm.

Justin Edelstein: Glared at the same plan, but we don't have the same.

Jason Atwood: You go into iCloud settings on your iPhone, storage plan, it says, you know, share with family. You say yes. And then you can even send them a link the first time, not ever again, but the first time you say share it to them and it'll send them something, tell them how to do it. I will not have to do that. I will have to go to people's devices. But this allows them, then if they have iCloud, I mean sorry, iPhotos, which you know every independent person, and if they have all that stuff they can all sync up into and use my one plan to sync it. It's not sharing the data, so it's not like I can see their stuff, but they're sharing one plan. And for two terabytes a month, 10 bucks a month, 120 dollars a year, for three people, it's not like at Dropbox level.

Jason Atwood: But since it is a lot of space, you could actually then say, hey, you don't have to use Dropbox. You could use, you know, because in iOS 11 as well, they have files, which is basically a Dropbox and Google Drive competitor. So now, with shared plans, it kind of makes sense. All right. So that's my pick. All right. Well, next week, we'll hear about Justin's travels to and fro. Spain and Then we'll come back and discuss other things. I don't know what else we're gonna discuss next week I'm sure something will happen something will pop up. Maybe we'll make up something Alright falls on Twitter at just Edelstein at Jason amount with at Arca sync Facebook that comms slash Arca sync Follow us in the success and power of us group hubs on the LinkedIn, in the Google+, subscribe to us, and review us, the podcast, please, iTunes, Stitcher, Google, tune in!

38:07 Jason Atwood: Justin Jason saying, until next week, enjoy those body.