Rebel Yell - Episode #296 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.

00:00 Jason Atwood: This is the season of, the b b b b b b b b b b b b b b b b b b b b b b It's brought to you by Arkus and we are hiring. If you are and, are a a For very many times in a row, almost 300 is co-host Justin Edelstein. Justin, how are you doing today?

Justin Edelstein: Wow, that was fast. You did that really quick. The whole intro thing. Yeah. You like flew through it. I. I'm all right. Thanks.

Jason Atwood: Here in the studio at our studio table.

Justin Edelstein: Studio B for Bird. It is Studio B. Bird is having fun. Bird's just gnawing at Bird's own feet. heat. Yeah, bird is trying to go she likes the that the toy came in, or like the screw that keeps the toy attached to the thing.

Jason Atwood: She did a s touch them, so we just started pulling them out. And so now she's like, like, has her cuttle bones and then that's it.

Justin Edelstein: She's got a mirror, that's all she really needs. Well that's her friend.

Jason Atwood: Oh yeah, her friend's always there. Hello friend. Her friend, we look just like me. Oh there you are! Hello Fred!

Justin Edelstein: Hello bird friend. Wait, we're talking at the same time? They're always talking over each other. I know or they're being quiet together. It's amazing. Like twins.

Jason Atwood: They're in unison always. I think there's some birds. I thought canaries. My mother used to have canaries and you couldn't put them near a window. I mean, sorry, a mirror. Could you put them near a mirror? They wouldn't sing, because they sing to attract other people. So they'd be like, oh, you're here. I'm not going to sing.

Justin Edelstein: Oh, hey, you. It's like you go on in your relationship and stop showering. Is that where bird brain comes in? Is that where that?

Jason Atwood: So the point. And you don't need them near windows either, because they'll die from a draft. Canaries are pretty. All right, well.

Justin Edelstein: All right, so join us next week. That got morbid fast.

Jason Atwood: On Bird Weekly. It's more bird news in the whole bird world. So we have some catching up to do. We have some blog posts and Salesforce topics to catch up with and we have. you are, I guess, another purchase of Salesforce. We'll talk about that. And then, you, once cheated on me, and we'll talk about that.

03:15 Justin Edelstein: I cheated on you? You did cheat on me. You've cheated on me a number of times. I do not. I have cheated on you recently. I do not call you out on it.

Jason Atwood: Well, when that time that I cheated on you gets shown to the world and we hopefully sewn, yes, you can call me out at that point. recently, but with very someone really important.

Justin Edelstein: They usually write on what we call a blog or a web log. The web log. A web log. Yeah, so our first, we have a lot of catching up to do. Oh, boy. We do. So we've got one called automated chatter posts in Salesforce communities with process builder and flow, colon, a collaboration story.

Jason Atwood: I think I made fun of Amy on this one. Thank you, Amy. Because like, Amy, that's a very long title. Thank you, Amy.

Justin Edelstein: Can't even tweet that. This came about because I was trying to do something in a community that we do all the time in our own org. Yes. which was automatically at mention a user. about a particular thing that they had to take action on. In this case, it was a survey. The users are community users though, and the survey is in the community, so it's kind of just a custom object with a couple of questions in it. That happens on a... schedule. So after a thing happens, a meeting, a post-meeting survey gets created via a process. And then I wanted to at mention the user to say, hey, here's your survey, take it. And I was having some trouble because the action itself... to app mention the user via just process builder was not taking into account the channel by which the like the the post was being made so the post itself was being made on the record right but it was being made on the record and not in the community.

Justin Edelstein: It was just happening on the record, so the user that was being at-mentioned couldn't actually see the fact that they were being at-mentioned. So you called up Avi, you had him write you a trigger, and you went for it. No, no, what we did was we went to the community, and this is the collaboration story part of the story. We went to the answers community, asked very simply, here's what I'm trying to do, and I'm sure that we can figure this out somehow. And then someone answered it and it was like, well, you just need to kick off a flow via your process. And Amy being excellent at flow. Her and I worked through this together. She helped me out with building out some of the variables and parameters to pass through the flow.

06:36 Justin Edelstein: And create the actual message that we were going to use. And then all of a sudden started working. Nice.

Jason Atwood: So thank you to the community. So you needed the flow because you couldn't get to the channel parameter. We couldn't set the process.

Justin Edelstein: Correct. We couldn't set the community ID, essentially. Because if there's a community set up in the org,...... to post to chatter there's. There's actually a little drop down that says where are you posting where are you posting this are you posting this internally or are you posting this to this community or that community and we just needed to just to be able to set that and I wasn't able to do that via just process. Did you throw this on the idea

Jason Atwood: Exchange because it seems like this just a also missing feature of process builder not be able to reference that

Justin Edelstein: You would write a flow and composure and all the information would be contained within this one node of the flow, a headless flow that has one action called post to chatter and then you set everything so a, in there and the process just kicks the flow off. I don't think that's an idea or a gap, it's just knowing how to do it. Interesting.

Jason Atwood: We use, not for the community side, but we use chatter mentions, automated mentions, and one of the things that you and I thought about, but I think that should make sense now. Where's the justimeter today by the way, how are we doing? Okay Was that one of the I'll give you is if you're gonna do this

Justin Edelstein: For emphasis auto hyphen post, close it, and then whatever needs to be said after that, and it's usually at mentioning a person or multiple people that are referenced on a record. It's very useful for letting people know. It's like better than doing an email. It's better than doing email. Yeah, because even when you can collaborate on it, like when, when things close, like close one or close lost things happen. Processes need to occur. and we facilitate that with.

Jason Atwood: Yep Yeah, really And now you can do it in about ten And and do this. because people can mention you and there is kindB of a difference between being from a I don't have to go. I can just look at the email and go, okay and acknowledge it right from there. I don't actually have to go into the sales force and then look at the issue.

09:55 Justin Edelstein: A, that the and And I showed Amy for writing it up for you. And Amy wrote it up. We felt great. sense of accomplishment when we finished it and it was like that made a good blog post to Amy took it and ran with it and wrote a way better post than I could ever write so great lots of screenshots made sure to obfuscate things very careful yes don't want those secret sauce

Jason Atwood: Being thrown out there All right, next up is another blog post talking about pro bono Salesforce resources. Written by Catherine, who heads up our marketing here at Arkus. And kind of just going over sort of some of the things you can get, you know, really events more. Of course we all know- know about the Powerbus Hub and- all the success community and answers and ideas and whatever. But there are some other events out there which I didn't even know about. I didn't know that there was Sales. And if you're looking for other, there's lots of resources in office hours that people have for a lot of different products that usually on Fridays. So if you're looking to find out information and then we of course talked about our pro-archist pro bono day.

Jason Atwood: Basically a session if you will a session and some free consulting I I talked to Katherine about this yesterday. I thought maybe we would do a little a panel We'd have maybe a panel people and sort of answer questions that we can it be a roundtable Could be but but I like a panel like set up people up on like a little, you know St, you know what they do that? That'd be fun. So that's there if you want. You can go read that on blog.arkasingh.com. Next up, whoa, this one, this one's a heavy one. It's heavy. Berkeley writes about Razor's edge migration tips.

13:08 Justin Edelstein: Yep, this is this is gonna be targeted at a very specific audience. So if you're a non-profit and you're listening to this podcast, and you're on Razor's Edge and you're moving to Salesforce, this is a blog post for you. Or if you're an admin out there who has an org that is migrating to Salesforce from Razor's Edge, this is a blog post for you if you're a consultant doing the same.

Jason Atwood: This is a blog post for you. But I've had to watch many projects come through my fingers here as I engage or manage them or have to resource them and I just know that they're difficult.

Justin Edelstein: They're difficult and they this is a nice outline of the types of data that you need to migrate and the types of things that you need to think about as performing your migration. Right so use it as a reference guide.

Jason Atwood: Do not Well, you can go read this, but we're not gonna read it. So thank you, thank you, Berkeley, for putting this together. Again, the title is Razor's Edge Migration Tips, and my guess is we go to our website and type in raise, yeah, comes right up. Whoa! It comes up moldable. We have a couple. We have two Salesforce data migration from Razor's Edge and we have Razor's Edge migration tips. So we have two blog posts about this. Things change. The other one's written by Ashley last year. So yeah, again, tons of nice resources there for you. Next up. Oh, is this it? Oh, this is it. This is it. I don't think we've covered half of the blog posts that have gone on.

Justin Edelstein: I tried to go back about a month.

Jason Atwood: You went back to when we last podcast tested,

Justin Edelstein: Ish. Then we'd have like eight or nine. I will say the- Come focus whenever is really taking that whenever. That's why. And just roll them with it.

Jason Atwood: Intentionally so, I'm just saying we have a plan for the three-ninth episode and we're trying to time it out. That's my excuse and I'm gonna stick with it. And? And well, you've been cheating on me and I've been cheating on you, so. So... You know, lots of other... Bob, Bob... Fast for me.

Justin Edelstein: Yeah, it's true. How dare you? Those are other episodes,

Jason Atwood: Lost episodes of CloudFocus whenever. Don't cheat on me. Yeah, it's happened. alright, so last POG post by Hailey is Winter 19 release, Spare the Critters. Spare the Critters. I feel like this was, you know, a veiled shot at me, maybe, or not so veiled.

Justin Edelstein: Not so veiled. It's just a shot across the bow.

16:10 Jason Atwood: Yeah, so it's funny because we talk about a lot on this podcast about Astro. And I think there's a myth out there in the universe that I don't like Astro, that like someone saw me in an Astro t-shirt and they're like, Thought you hate Astro and I you know obvious is grover Are you hatred no, it's Yoda. I don't know what I'm doing And I say bird birds birds being very quiet She's hard work Brain very tiny. She's like I'm gonna work on this all day So this is really a blog post about, well some of it starts off about the critters and we because we talk about the critters and and the mascots and and And really this just goes into, I always take on it and how it kind And that's it for this one.

Jason Atwood: Fits into leadership and evolution, human evolution, it's kind of interesting. It's a read, this is a, well it's not tome. It's more than the usual. But I found it funny that I got called out in one of the groups today, I think, saying, oh, I thought you guys don-like Astro or you don't-like Astro. Let's just get it out there. I think Astro's fine. It's just fine. I love the concepts, I love the marketing of it. I just, I want a little separation of church and state. I would like Astro to be all the dream forces, all the forces, all the tours, all the t-shirts, all over your laptop, your company issued laptop. Have fun taking those off.

Justin Edelstein: And now I'm just gonna leave them on. Nope. So I'll do that. Let's go. Okay.

Jason Atwood: Okay. All right. I'm not taking them off for you again. No, thank you. Then you're never getting a new computer. I'm just gonna leave them on. Good. I think people would enjoy having this second hand. I don't even know what that gorilla one is. That? Yeah. Do you want me to embarrass you? I just don't recognize it. It's one of our clients. It's fine. It's a gorilla. It's... It's an ape. Oh. Looks like a gorilla. I mean... I mean... Can you distinguish the difference? I mean, I've actually seen girls live in person in Africa, but otherwise fine. You just tell me all about it. It's... It, it's... It's Kong's logo. Oh, it's Kong. Okay... So anyway, we'll have Astro outside of the... In the marketing world, outside of the software. I just don't need it inside.

Jason Atwood: And your comment today was, well, you know, with winter 19, or I think not summer, I think you could do themes. You can kind of get Astro out of there. It's just, I don't know, it just doesn't make it in your software.

Justin Edelstein: Your software is in trouble, because server bear eats wires. It's like the service snake. Take. Server snake, server bear. Did server bear turn out to be Cody?

19:15 Jason Atwood: At the time it was just server bear. Well, we called it server bear. We had many jokes. What else were you supposed to call it? We had many jokes about server bear, most of them not on this podcast. So anyway, if you want to read about that, that's also, again, something about the release, winter 19. Just real quick.

Justin Edelstein: This was. very much about it just to boil it right down. Adoption and values and how you can connect values to like if you can connect on values then you can gain adoption and that was the whole that was my takeaway was that people can connect to the values that the critters represent and therefore can connect with the software and have some fun with it. And I agree.

Jason Atwood: I just think that they shouldn't be. The reason not to put it in the software is it's too fatty Fatty fatty too much of a fad Because you just know that the landscape of the mascots will change just like there was chatty Just like there was all these other they will change who killed chatty and I can tell you that it'll be hard It'll be hard for them to take it out of the software So I just wish they'd just not put it in to start like You don't need, you do not need those characters inside the software outside for values, for a trailhead, for trailblazing, for all that, for all the little cute badges like the Halloween badge. Awesome! Are you a trailblazer? I... I don't even know. Maybe? I don't think so. No.

Jason Atwood: I have more badges than you do. Do you? Oh, I don't know. Are you Ranger yet? Did you get there finally?

Justin Edelstein: I think I have more badges than you. Really? Challenge?

Jason Atwood: One, two, three, go.

Justin Edelstein: Okay. 101, I think I have. How do you know that off the top of your head? Because I was there the other day. Well, that was literally two days ago. How do you know that? Anyway. All right, so there's another blog post for you to go read. Kind of interested now. I don't know off the top of my head. I know I'm a ranger. I have exactly 101 badges. It actually happened post Dreamforce, I believe, a company called Rebel, formerly called Rebel Mail. I believe this will tie together in the marketing cloud somewhere, allows for sending interactive emails. So if you've ever gotten one of those emails where right within the body of the email, you can take some action. Like... Survey is probably the best example. So, you know when you buy something on- Yeah, like Delta does that.

Justin Edelstein: You know when you buy something on Square and you get that like receipt and then it asks. And then it asks you like just smiley face or frowny face. That's interacting right within the email as opposed to going out to some other page. Does it bounce you out? It's not supposed to. That's what Rebel Mail is supposed to do to have these interactive. in email experiences that, again, for me, my brain doesn't allow me to go outside of like survey, that's what I think of. But I imagine that you can do all sorts of fun things with like secure form inputs inside of the email body itself instead of having to go... to a landing page to then fill out a form and then submit it.

22:56 Jason Atwood: I could see Amazon sending you an email very quickly after you didn't purchase things in your cart and shooting you the email with the cart and being like, hey, just click here in your email.

Justin Edelstein: Click done. And done. Like you forgot to say yes. So Rebel does these interactive emails. And I, again, I have no idea when this will actually start being integrated into the platform.

Jason Atwood: I do know, however- Right after integration cloud is up and running. I do know, however,

Justin Edelstein: That like, if you go to their website, it's just like, yeah, Rebel's part of Salesforce now. Salesforce is gonna integrate the technology into the marketing of cloud, enabling brands to increase engagement, conversion and- actions taken by their customers right from the inbox. We're thrilled to join. Do you think like marketing cloud or do you think more like product marketing cloud? Yeah, probably marketing cloud first and then maybe part out. I mean, they're totally different things. Yeah,

Jason Atwood: But both do emails.

Justin Edelstein: Yeah, but part of starting to move towards like. let's be on the platform sales cloud as opposed to marketing cloud as its own platform staying over in its own platform.

Jason Atwood: I think that's why we like product a little bit better than marketing cloud. So far yeah that's so far tiny little company to 11 to 15 11 to 50 people.

Justin Edelstein: They did one thing and and they did it well. There you go. So fascinating. Moving on. All right, let's talk about the cheat. I cheated on you. That's my cry. That's it. What happened? What'd you do? So it was recorded at Dreamforce. I was on the two wit podcast. With a host on there. Melinda and Christy. Mm-hmm. I'm not gonna mention their last names, because I think Christy's may have just changed, so I don't want to mess that up.

Jason Atwood: Sorry. And... She did something generic for both of them, like Smith. Yeah, sure. Good job.

Justin Edelstein: Very nice. Nicely done. Yeah, I thought so. They did a podcast of podcasts and this is version one. Apparently there's now 12 community podcasts. Salesforce community podcast. Salesforce, yeah. But I think that 11 of them are community and one of them is like the Salesforce admin podcast that was, I guess, the spin off of Mike Gerholt's podcast. So I was on here, I did it with Melinda, she asked me a couple questions, I answered, I'm in this version 1, this V1 of it. I will say, I was a little upset that when I listened to it and when she was interviewing the guys on Wizardcast... She had said that they were the OGs of this. And they said, oh, no, no, we've been doing this for three years. Sorry. Actually, Mike Gerhold is the OG of this.

26:09 Justin Edelstein: And I continued to remain upset. glared at Mike Ger Hald. That might be just the jealousy bone in my body. But I was like, wait, just hold on a second, because this podcast that we're talking on right now, we're the OGs of this thing. We were the first Salesforce with his partner Jared there, and then he got bought out by Salesforce and all that other fun stuff. But I'm gonna just correct it on this podcast that we're the OGs of this. We're almost at 300 episodes. No one's even close. So I'm just gonna leave it right there.

Jason Atwood: Wow, Mike. Don't drop that mic.

Justin Edelstein: Thank you. Mike holding and Mike placing down. Place the mic gently down. The mic just got placed. Well, I can't wait to listen to this. I've already listened. It was good. It's been a pleasure. while you were on it. Well, no, I listen to the rest of it. I mean, the two-way podcast is really good. They're very funny.

Jason Atwood: I've like their ramblings or whatever they call it. What were we called R for? Oh yeah, by the, why are we not talking about that? We've been called out in two different different news articles. Two different articles.

Justin Edelstein: So there's one from the Business News Daily, the 7 Best Podcasts for Salesforce Fanatics. And we were the first one listed, or the second one, sorry. But this... that's... this writer Mon Bushnell who's the staff writer for business news daily set at the end that it's relatively easy to search the catalog of episodes 295 and counting for what you're looking for but the hosts are just definite ramblers and the show could use a bit more editing Sorry to burst your bubble Mona, but we don't edit anything. There's no editing. There's no editing. I don't know if you think we're like more professional we come off, but we don't edit this thing. By more you mean any? Like some? Like the most editing we do is like you lay in the music and the No, I don't even weigh it in.

Justin Edelstein: I record it right on top of it.

Jason Atwood: Like I'm sitting here as we record it into the track that I just, I literally move two pieces of music around the beginning and the end, and I sometimes make sure that it sounds good, hit go,

Justin Edelstein: Boom, off to the races. So we don't, we don't podcast. at all. Sorry, edit at all. We podcast whenever I feel like it. And anyway, thanks for the shout out, So if you've been looking for us because of that, you're sadly mistaken because we've recorded all of zero episodes this fall.

29:27 Jason Atwood: And now we have Subscribe and then they got the second ever so they got one about dream force like oh, this is so fun Then they get about bird they get the one about the vacuum cleaner dream force

Justin Edelstein: Sorry, thanks for subscribing just Stick with the subscription, we'll take the download numbers and you don't have to listen, that's up to you. Let's get get to what they actually called that as a fun part of the episode, which we stole.

Jason Atwood: So I'm not gonna say we're OGs of this. I stole this from Mac. Leo the Port. Leo the Port's the man. Which they made a pick of the week and I thought that was super cool. So I said, let's do a pick of the week. So we have been doing picks of the week, we've done hundreds, let's do some more today.

Justin Edelstein: Okay, so. I went ahead and purchased this product called Eero.

Jason Atwood: It's spelled E-E-R-O. Is there a niner in there somewhere?

Justin Edelstein: No, it's actually very simple. Just four simple letters. And Eero, if you've ever heard of like Wi-Fi mesh. systems. Tell me what is a Wi-Fi mesh system? I don't know. I said if you've ever heard of a Wi-Fi mesh system. Then you should call me and tell me what it means. Then you should just go on Wikipedia and read about it, dummies. It's the best.

Jason Atwood: If you've ever heard of this thing, what is it? I don't know what it is. I just bought this thing. Here's the deal. I didn't care what it was. What I needed was...

Justin Edelstein: Apartment, it's not like super large but it has a lot of weird walls and weird places and And it was blocking my super fast internet from where it, you know, the source, which was on one side of the apartment. a Wait a minute, wait is this is this Baltimore? Yeah, what is this? What is this? So first I tried extending it through using an old Apple Airport Express. Airport Express, right. So I had a time capsule and then an Airport Express I,

33:11 Jason Atwood: They had a name of a funny name for names. Euro, Dope, Luma, Orbee, and Ubiquiti. They made things.

Justin Edelstein: And Google I did it. It myself. That's so simple.

Jason Atwood: And I D So instead of having these little, little rings that kind of go out, it then creates a mesh across through the walls and things like that. So it makes the signal much better better. I've never I thought about it and you know I'm super into all the tech. Although I don't have any issues.

Justin Edelstein: You don't have issues. You don't have these like weird walls that I have.

Jason Atwood: And I put mine, sort of in the center of the a couple hundred bucks-ish. It varies. You can get one,

Justin Edelstein: You can get three, you can really- One is kind of just putting a router together. Yeah, one's just a router, but you can do beacons, you can do entire modems.

Jason Atwood: So the issue I would say, and be careful, this is your learning experience, but you'd be careful if you do this, because I've done this once, is that when you do this, you are creating a new network. Yes, you are. And that means anything that's connected to your network, and you are surprised by how many things are connected to your network. And in my house, since I just did this whole smart home thing. You have this thing, you've got lots of things. I'm having 60, 70 devices that are connected up. The Euro shows me I had about 15. Yeah. 15 things connected to it. And that's the thing, you should look at what the, because I think, I mean they all do the same job, which is to make your wifi better. here. but you should look at like what they report on and their security, because that's kind of why I've always stuck to the Apple side of things, is because they've been pretty good at updates,

Justin Edelstein: Because what I don't want is my router to be insecure. So you know what the hardest thing to update was with this whole rigmarole? What? Sonos. Yeah, I can imagine. Because Sonos needs, it needs to be hardwired in for the first set up. and then once one speaker is set up then it can just do the rest of them but boy that was a pain so i'm gonna make a hi

36:28 Jason Atwood: Bird i'm gonna make a pic that you suggested and you have one i have it how dare you but i have not done anything with it i did some apartment work this summer and I got rid of a lot of furniture, which I'm now finding I don't have as much storage space as I ever did, which is kind of interesting. But I had a standing desk unit that kind of went on top of a real desk, it clamped in, then it would go up and down. I really liked it. When you got your new apartment, you went and got one of these, which is the fully standing desk. So I was just changing it from being a you know, from the one piece of it going up and down to the whole thing. You see a lot in offices, where the whole desk goes up and down.

Jason Atwood: Which of course is interesting because they're now, so just for the standing desk people, if you stand the entire day or if you sit the entire day, both are bad. Like variation is what you need. So stand, sit, do some sit ups, do. Some jumping jacks, do some stretches. Don And then they have a bunch of them. They have corners. They have whatever they have they sell a bunch. I went with the They actually have a recycled. I'm sorry a reclaimed wood one. I did the product red Of course you did worse. I did of course you did bamboo top Yeah, and so they ain't cheap. I'll tell you that much But,

Justin Edelstein: KERRY But we start off reasonable and then you start adding all the things and then it's like, oh, what did I just do?

Jason Atwood: KERRY Yeah, that's true. If you just get like, right, if you just get like the desk, it's like, KERRY The desk.

Justin Edelstein: KERRY It's all good. That's a desk.

Jason Atwood: That's a desk. KERRY And then all the things. And then you're like, oh, this is a lot. There's actually one called Jarvis Atwood. Oh, did you get that one? I did not. I wanted to get the reclaimed wood one. So it finally came. It's sitting in my dead den ready to set up. I'm very excited. I might try to do it this afternoon, but I've seen yours and it's a very cool, very cool Kind of like this desk, this table we're sitting at right now. All right, well, that's it. That's it for our podcast.

Justin Edelstein: Look at that. November, see you in December. November in the books. In the books. We skipped October. Did we really? Yes. We're the worst. We should have done this three days ago, then we could have said we didn't skip October.

Jason Atwood: We can't even say CloudFocus Month at this point.

Justin Edelstein: CloudFocus whenever, I'm telling you it works.

Jason Atwood: So you can follow us on Twitter, at just edlesteen, at Jason Atwood, at arca-sync, Facebook.com, Success Community, Power of Us, Hubs, LinkedIn, Google Plus, for all the places. Subscribe and review. If you're listening to us on one of these mini platforms, drop us a review that we'd really love it. We are still planning to do some hybrid. when you do some nice 300th episode fun. I'm not going to talk about it yet, but maybe it'll be fun. Maybe some new stuff K we can get it together for that. Until then, as always, Justin and Jason saying, and joy those cloudy. dates.

40:22 Justin Edelstein: You