Summer 19 - Episode #305 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 305th episode of CloudFocus Weekly for the last week of June 2019. This episode is titled Summer 19. I'm your host Jason Atwood, joining me, co-host. With the most 305 times in a row, probably asking why didn't they do the intro about clone this user is Justin Edelstein. Justin, uphe Why didn't you do the intro about Clone This User? CloudFocus Weekly is brought to you by Clone This User. Duplicates you'll love. Clone an existing Salesforce user with a click of a button by the desktop or Salesforce mobile. They'll free on the AppExchange or clone this user dot com.

Justin Edelstein: You know it's cool about clone this user. We just rewrote it in Lightning. Yeah. Oh, okay. I thought you actually had something better than that. No, no. It's going through... It's going to be released very soon.

Jason Atwood: It could already be there for all we know right now. No, it won't be.

Justin Edelstein: It's going to be released very soon. Very soon? We're thinking July? Yeah, it's going through like... Like next week in July? It's going through such a cheer. Word almost came out of my mouth. the didn't. Wow. Almost second, almost the second sleep.

Jason Atwood: He's turning purple by the way. He's wearing a red shirt. I can't decide whether the shirt is better than his face at this point.

Justin Edelstein: Well a little sunburned. A little sunburned. I was out in the sun all day. Yesterday? Yeah.

Jason Atwood: Yesterday. Sunday. Right. It was a very sunny day. We asked it was a Monday So good at this every year just so good So anyway, so I can't believe that team won that big sporting event that sports ball. Oh my goodness all that news anyway

Justin Edelstein: They definitely love this oh, yeah Oh, by the way, two weeks ago, remember when we had our podcast?

Jason Atwood: I went and I took, I went and I found an app developer, and I had to develop the app, cost me 150 bucks. Really? Yep. It's right there in the app exchange. Where is it? It's on the app exchange. I don't want it on the app exchange. Oh, it's on Google Play. It was easier to get it once in Google Play. It's called, Justin doesn't know anything. Dot com. dot org. dot NYC. Alright, let's get to it. So, Summer's been out now for a while, because it launched in June, early June, and into May. It hit our orgs weeks ago. So long, yeah. And we've written on the blog post, actually,

Justin Edelstein: Not one, not two. But three blog posts about it. Maybe more. Maybe more.

Jason Atwood: So we're going to go over some of the features, some of the things we love, some of the things we're kind of getting used to, all in the world of summer 19. So which one? Let's start with yours, I guess. My rapid reaction. The rapid reaction. Sure. Okay, thank you. Thanks for watching. If you enjoyed this video, please subscribe to the channel. Thanks for watching. So, you know you immediately off air admitted that you did not fully read the release notes.

03:14 Justin Edelstein: I'm fully, fully dug in and read all the cool things that are in there now. But I've been skimming and I skimmed to write this blog post for sure. And I will talk about one particular feature that I've been using. quite enjoy good. We we do at Arkus operate I'd say 99 ish percent maybe 98% in Lightning. we do have to flip to classic for one or two things that we still need to flip back to classic to do and I have quite enjoyed the contextual switching back to Lightning. Now I wish it worked the other way. It doesn't. So when you go from Lightning to Classic, it drops you on the homepage. But if you're looking at say an opportunity in Classic and you click the link to switch to Lightning, it K brings you to that opportunity, which.

Justin Edelstein: On a record. I think there was like a Google Chrome plugin that did this at one point. But I think then the URL structure and Lightning changed, which may have broken that. I'm sure it was never really a supported thing. Someone just wrote it. But this is cool. It at least,- and It's not as painful.

Jason Atwood: And then they turn it off when Lightning is 100% feature complete to Classic.

Justin Edelstein: Yeah, well get ready because once you turn,

Jason Atwood: You can't turn it off.

Justin Edelstein: We're coming up. But I would say, I mean, a hands-related list are actually super cool. We can show up to 10 columns in a related list. Thanks, Summer07. Did you look that up? No, I just threw it in there.

Jason Atwood: Like most of his opinions, they're just made up.

Justin Edelstein: It just seems like something that would have existed 12 years ago, right? Yeah.

Jason Atwood: This is one though I think, but has better stuff in it. Like, so you can sort, which you never could do. This is where we do like.

06:17 Justin Edelstein: And filter. I..

Jason Atwood: Both fun, but then just like it gets me frustrated.

Justin Edelstein: K say again. Fun and frustrated in where?

Jason Atwood: And lightning. Sorry. Yeah, classic. I'm all in. But this is a great feature. This is a good one. Very, very happy with that feature. All right. That was your blog post.

Justin Edelstein: Let's move on to a little weird, by the way, like you still need for this enhanced thing. It's not super straightforward. you have to select that you want an enhanced list from component and from there, you can configure the number of records to display for objects. Columns to split, you still need to do on the page, layout, editor, editor. You still need to do on the page layout the page layout. editor needs to be one editor. Like, don't bak, don't make me go to two editors to create one page. You got your page and then you've got your page layout. They're two different things.

Jason Atwood: The confusing. I will say the the benefit But then they can actually just focus just on great because then they can like build new stuff and the amount of money and time into sort of testing it will go. I'll right so next up on the blog this year is the Ryan Owens blog post on summer 19 release highlighter. Yeah, so I wish this was back in May. and here which you can read if you go to blog.arcasync.com. Why don't you pick one that you're expecting here?

Justin Edelstein: Sure. So I'm gonna go with the, I'm just gonna keep on this enhancing thing and just go with the search pick list fields and list views. This was always like the thing. With you, which is like, hey, list views, where'd my alphabet? They call it the glossary or the index or the whatever that a through Z and zero or whatever at the top. Where'd that go? And I'm like, it's back with search search is great. We love search. Well, now you can search across more fields and field types. And eventually this will become really just a non-starter. So just be able to search through anything. Yeah, it's got your list and it's like I just want to search for things.

09:45 Jason Atwood: It's better and this is a great feature. It still does not feature complete having the alphabet. And here's the reason. Because A, you can't type in one letter. So to get to all the B's, the A's, the Z's, I still can't do that. I have to type more than one letter. So it really doesn't get there. And a lot of times you just want to get to the clients that start with B. You don't remember if it's B-R or B-O-R or B-E-R. You just remember it's B. So you're like, oh, let me just get to the B's. B. And I go, oh, there it is. So it's, and that is a, I mean that's a filter. I just wish they would bring that back. I know they don't wanna, I know what they don't wanna do is have that big, like across the way big alphabet thing.

Jason Atwood: But just how about like a quick dropdown? Like you have a quick alphabet dropdown, boom, and it's goes B or something, I don't know. It's just, I feel like that's still a missing feature from this. Again, they're getting really cool and then. lists and relabellists and filtering and searching and the new pinning. Charts. Also to grace up the charts. Great.

Justin Edelstein: I just wish they would still... And these record layouts are gonna change. I guess there's two here that are kind of fun. You talk about one and if you don't mention the other one, I'm gonna take it.

Jason Atwood: I would say actually this is an interesting one because... Remember back a couple weeks ago when we argued about that feature? We argued about a thing? Oh, it was more of a discussion. And then I went in the last two weeks and I built that app.

Justin Edelstein: Oh yeah, yeah, yeah. It's going to be my app pick of the week.

Jason Atwood: So here's another example of what I was saying. Okay. Let's start off with something. Call it blah, make it charge for it, realize you're not getting enough traction for it, and then make part of it free. So now, because I don't, whatever, the goodness of their heart, you now can send surveys for free. Used to be a pay feature, now you can do it for free. You can do up to 300, which is cool. That, actually, that's a good little feature to be able to send surveys. If I were one of these survey providers on the AppEx channel,

Justin Edelstein: That's great. So if you want to send your survey to like 10,000 people, you're likely to get more than 300 responses.

Jason Atwood: If you're sending to 10,000 people, how would you even see this is for, but this is for people who aren't going to have the email system to blast out to 10,000 people anyway. You have 30 people come to your conference and you want to, or to your meeting and you want some little survey to them, this is great. You want to do a, after something is closed, like a. After a case, you want to send out one, a quick one, you don't have a high volume. This is nice. I like that they made this free, and it's a little taster. And if you want more, then you'd basically just pay per number of responses. So you say, oh, I need more. So it's kind of like data volumes or something. You say, I just need more.

12:56 Jason Atwood: I think this is great. Send surveys for free. What a great feature. I feel like the survey feature came out.

Justin Edelstein: For a specific, it was part of a specific product and now they're just bringing it in. It used, I think it was part of a community thing first,

Jason Atwood: Right, wasn't surveys in communities? I think it was like,

Justin Edelstein: I feel like it was part of Service Cloud, potentially, or Field Service Lightning, one of those two. Like Lightning Scheduler, which was part of Field Service Lightning, and it moved out. It's like, all right, now we just have surveys. Cause I know that some nonprofits wanted to use it and it was not possible, essentially. Absolutely. that This is where Salesforce sometimes does the checkbox thing and sometimes maybe goes all the way. There are app exchange feature. There are app exchange products, that do this thing. This thing is basically your ability as an administrator to put in app guidance. So like click this new thing and it will do this. Like walk me or something like that. Walk me exactly. So there's app exchange product like like WalkMe. precisely the one I was thinking about. That exists.

Justin Edelstein: Well, I just didn't. I just said it. Whatever. It exists. And now people are going to be like, why are you better than the one that comes with Salesforce? And eventually we'll see if Salesforce continues to build this out or if this is again, just to check the box thing, which is what I was alluding to earlier. But it's kind of neat to like think about, okay,. I'm going to roll out a new feature. How do I announce this? Why don't I just do it this way? People will see the little pop-up. Sometimes it's like super annoying and you're likeo like, eh, I'm not reading that. And you just say goodbye. And that's not really the best way to train people. But sometimes you get people in the mode of like, hey, this is how we're doing this.

Justin Edelstein: Like, can you read the tips? Have you tried this? I haven't tried it yet. No, it's in beta. I haven't even seen it yet. Okay,

Jason Atwood: I mean, I know Walk Me and Walk Me is very... It's much more like showing someone how to do something, not like an in-app tip and like here's what... It's like literally showing you where to go with your screen. So it kind of takes over your screen and says, go to here, do this, do this, live on your screen, which is very cool. So I think that's where this is, you're right. This is a check box. It's kind of like, hey, here's some new stuff you look at. got one this morning in our org. Me too. That was like a, hey, here's a new feature you should use.

Justin Edelstein: I got one because I think I flipped into classic to do something that I needed to do over there. And then when I flipped back to lightning, it was like, hey, did you know you should just stay here?

Jason Atwood: I think that's what it's said. Do you know that everybody's going to get lightning on October 12, 2019? Did you know that? Oh, you know what we didn't talk about two weeks ago in our podcast? No, I didn't. We didn't talk about the big outage. Oh, we didn't, did we?

16:10 Justin Edelstein: Oh, and that was the podcast to do it on, because that was the... If we had talked about it two weeks ago, that would have been better.

Jason Atwood: You know what we should do? We should go back in time. Should we go back in time? Let's go in the time machine. We can't do that. All right. Well, that was a big outage. There was an outage.

Justin Edelstein: It happened. It was big. It was bigger than Redbox. We got a little clue also at Trailhead DX. We got a little clue. What was the clue? Well, the clue is that Parker was standing on the stage and was talking about how they had released Summer. to the sales force. Oh, yes. That weekend. That same weekend. So that seems like a serious coincidence or that was the root of the issue. Summer, summer 19 got deployed somewhere. You got very excited. He turned to me like, well, that's it. That's it. He didn't say it, but come on. Come on. Come on. We've been working in software for a while. That's the way it works. Like that had to be then maybe come on that come on they release it You release something and then like everything goes out and you're like, I don't know why that happened How about because you just released something?

Justin Edelstein: Yeah, I will tell you more than more than a few people have been affected and and it took

Jason Atwood: It was not an easy way to get out of it. No, they did not do a good job On you that outage bad everything about it bad bad education bad trust Bad notifications on the trust website.

Justin Edelstein: They were just, it was like very, very late and also no information. And you know who did better than them? Tell me.

Jason Atwood: The and here's information and people just wrote in it and put in stuff and that was the best thing.

Justin Edelstein: To me, if I were Salesforce, I'd look back at that and be like, you know what, that's maybe the way you should do this from now on. Yeah, I would go right to Erica cool and be like, good on you for building this community. Now you're responsible for all outages. And sorry, here's what happens.

Jason Atwood: A process, it kicks off a quip doc, and then someone goes in and starts typing the quip doc, and then there's a link that goes out, and you can follow it and get to it on Twitter, and you get to that quip doc, and you can read it and see what's going on, and people just start putting in stuff.

Justin Edelstein: There's so many ways to communicate these days. We don't need to reinvent a new one, it's just communicate. Well,

Jason Atwood: They did the old school, let's get on a conference call. No.

Justin Edelstein: Yeah, fine, good. For big, big, big, big, big customers. customers of theirs. Yeah, sure. If we were back at the place that we don't talk about ever ever. But if we were there, and we had this happen to us, if you recall, there was an outage, it was like a nothing burger compared to this, it was like maybe an hour, an hour, whatever it was like, how could this happen? And your trust website is on the same, like machine, like it was down. So like that changed. We actually had something to do with that. Cool. But Like It's the same thing. We would have been on a conference call Our AE would have been sitting there picking his nose on you, you know, like he wouldn't have had anything. Thanks, Wayne Our our premiere support Rep.

19:18 Justin Edelstein: Mark would have been on like just talking but he wouldn't have had any like real things to do He would have just been sort of talking us down out of it And meanwhile, there'd be like engineers running around the background. They'd bring some vice president of something on to say some kind words. And that would be the only reason

Jason Atwood: I think that it might not have been related is because the timing because it went out around noon on Friday. They don't do releases at noon on Friday. You don't know when they do that to their own or well, if they do things on noon on Friday, they are dumb, dumb,

Justin Edelstein: Dumb. You don't know when they do any of these back end things that may not touch anything. Well, clearly touch something.

Jason Atwood: Anyway, let's get back to lightning. Sure, sure, sure.

Justin Edelstein: Let's keep going. Let's go to the next. James Wright. What's hot? What's hot? What's hot? Oh, the thing that he has here in the, as the first thing is one of my favorite things. Well, go for it. Tell me what's hot. You could reference custom metadata type records inside a process builder. Yeah. I love this. I like custom metadata. I love being able to store things in custom metadata. Then be able to reference it all over the place. I've been using these for validation rules Like as just a practice. Yep and Have been using other things like custom settings to be able to store things that I can reference in process builder But I don't prefer listening audience was the difference between a custom setting and a custom metadata It's sure so a custom setting is Well, to keep it really, really high level, custom metadata types are actually data that can be deployed from one environment to the next.

Justin Edelstein: And it's really metadata, but it's actual records. So think of it as a developer object, if you will. You've got an object that can store records of any type. Custom settings very similar. And custom settings have different things that are associated to them. Like you can actually have like hierarchical things and lists of things. You can also put some interesting security parameters around custom settings where like they can be used or seen by certain profiles and not others versus global. So they have their pros and cons for each of them and why you would use them for different types of development. But in this case, just talking about process builder. The ability to, like we use Process Builder a lot to at-mention people on records, like chatter posts, to be able to store the ID of who you want to at-mention in part of a process, not in the Process Builder itself, but in a custom metadata type.

Justin Edelstein: That is just to me the use case alone. Yeah, like brilliant. Thank you I just want to mention this job role this job role Maybe a high turnover role where people come in and out of there like every six months perhaps All I got news go to my custom metadata type record change an ID and my process still keeps running as opposed to cloning and creating a new one and hard coding and Yeah, I'd rather just all the fun things. I love me some custom metadata types. Really cool.

22:27 Jason Atwood: Let's see. I'm looking down here. Oh, I'm trying to find one.

Justin Edelstein: Well, he's picked. These are some of these are some repeats in here. Couple repeats. But there's a good one down here with the flow. the break function in flow, that's pretty good.

Jason Atwood: You know, this is funny because I was at a, so yeah, so the idea or the release is that, yeah, you can put in a break function. I guess it's for when you're building stuff, you can then say if something you can turn on and off, right, so you can then test and have it not go all the way through the flow and stop at a certain point.

Justin Edelstein: Well, no, actually this break function is more for if you wanted to do a screen flow that had an output. of let's just say like three records. Yeah. And instead of having them just listed comma separated, you wanted to just have a break like like a literally a break. Like I want to put something like line one. Like line two, Justin Edelstein line three. It's really simple. No kidding. But you couldn't do it. Yeah. There was this huge workaround to get it to work and it sort of still didn't work. James and I have played around with this and tried to get it to work and it doesn't. So to give us this function

Jason Atwood: The graphic the end of a path graphic Confetti the confetti that you can drop at the end of a fun fat Just clearly came from trailhead. It's kind of fun. They're closing a deal or closing a case Yeah Super fun. All right. Well, those are a lot of the things of summer. I'm trying to think of other things I'm mobile to Try the other things I read that some of that really had me I'm excited about stuff. I don't know, it was good. It was 502 pages. A lot of pages. Yeah, a lot of pages. All right, so that's summer 19. We will come back sometime in July, and we're going to do next time. our GTD Summer Series Part 3. So this is our third year of the GTD Summer Series. Part three.

Justin Edelstein: Part, well it's the series. Series three. Or season three. Season three. Season three. Episode one. That'll be your part one. Be there for the premiere.

Jason Atwood: So we're gonna do a couple, we're gonna do I think four is the total. The first one is we're gonna talk about the GTD Summit. it. Yeah! So that's going to be fun. We're going to do a whole episode on OmniFocus called Why OmniFocus. We're going to do all episodes on commitments, which should be fun. And then we're going to do a whole episode on counter management. So some productivity for your summer in the GTD Summer Series, which will be coming out all summer long. So look forward to that. Subscribe and click the Notify button. Oh wait, that's not a thing. That's you too. Just every YouTube is like hit the subscribe and notify button ding-dang done. All right. Let's make- Make our picks of the week. Let's do it. Can we have- what's- can we- YouTube that Thank you for Thank you for that.

25:46 Justin Edelstein: - this one costs $25,000 No, this one costs $49.99 a month. Cancel any time. and it Yes, I have tried a few streaming services. I've tried direct TV now Yeah, I have not tried but I've tried to try the Hulu live But it's not clear to me how you cancel it. So I will not try it So, right it's a roach hotel yeah, then you know and then like I've just been looking at supplementary ones like the food bowl one like If I were to get a YouTube TV style thing, I'd need something to supplement it for some live sports. So I've been using YouTube TV.

Jason Atwood: I'm surprised you don't subscribe to the ESPN one. It just seems like you're such the audience for that.

Justin Edelstein: The ESPN plus? Yeah. Well, you already get ESPN and a lot of the stuff. The stuff on ESPN plus is... Very like random. It's like the ocho, you know the ocho so For $49.99 a month. Okay, get free. Well, not for you're paying for it, but you get unlimited DVR cloud storage Unlimited that's pretty good in the cloud. So it's everywhere. It's in the cloud devices Okay, so again, you can watch on Apple TV. You can watch on your Roku you can watch on your chromecast cast it up from your phone I see can watch on your watch on your all your license basically every keep mobile laptop etc I'm six accounts per household three simultaneous streams at any moment that's pretty good yep you get the locals you get some of the regional sports You get all your news.

Justin Edelstein: It's pretty good. The user interface, very good. Yeah, so, you're using on The NBA Finals presented by YouTube TV. They're that in it. OK, I was double screening the other night with the wife and she was watching something on the big TV. And I'm like, and this NBA Finals game is on. I'm going to sit here and just have it going on the iPad with no sound. I'm just going to check in on it. Oh, you. Power move throw one air on air pod. I know I didn't want to do that But here's the cool not the one that she can see right here's here. Here's the cool part And it's what I think could be so interesting about this streaming it enhanced The viewing experience of watching a basketball game Why Justin? Because I can watch the game.

Justin Edelstein: Great. Yeah. Good quality. When it goes to commercial, I don't have to go with it to commercial. I've got a full box score that is live and updating as the game is going on. And I've got. all the key plays that I can go watch replays of during the commercial breaks. Like if I want to go rewatch that, don't go rewatch that thing that just happened during the last couple of minutes. I can go do that and then pop back to live whenever I want. Really nice. They they against the again, like if you're watching a football game and you think about it's like. Man, I'd love to be able to just see the box score while I'm watching the game. That'd be cool. And not have to really leave the game to go do that.

29:20 Justin Edelstein: Pretty interesting experience. The DVR thing is really cool because you just click a button, you're like, I want this. And because it's Google and it's YouTube, it's all like search based. So it's just finding all this stuff for you. And because it's unlimited, it- Sure, just keep recording stuff. Who cares? Record all the things. Literally, just record everything. I don't care. So yeah, very cool. YouTube TV, I give it a thumbs up. I give it a go try it and see if it gives you all the channels you need. Well, we have talked about the cutting the cord, going off a cable for a long time. You and. you know,

Jason Atwood: Offline and online. You know, we talk about the pros and cons, the quality, you know, as TVs get to 4K and 8K, you know, the streaming is sort of catching up. But then in some ways cable isn't because cable and some of the sports we watch aren't even in 4K, but the streaming networks are there. So it's this very strange world. This one looks good. The only thing I see missing out of it immediately, which makes me go, is NFL Network, which for me is one of my... I think that NFL Network is on there. I actually looked and it is not. Is it an add-on? No. So this is like... So it's missing. This is where this fun thing is,

Justin Edelstein: Not fun thing, is that you have to go and you kind of have to do all these comparisons. Well, that's why I was saying... the Fubo or Fubo, I think it's F-U-B-O TV. That is the supplement, right? Because that just gives you all the sports.

Jason Atwood: I think you get everything with that. We have Apple TV Plus coming in the fall. We have Disney Plus coming in the fall. All that stuff's coming, right? Yep. All right. So mine is maybe not totally so for vacations You can, if you want to read, I'm a big fan of... Did you just say? Yeah, you don't read. Oh, read? Because it's not for you.

Justin Edelstein: You can just fall asleep now. I'm gonna go away now. You can just go away.

Jason Atwood: See you next month. So for those who read, I think I picked before, one of my years ago, I got the Kindle Paperwhite, which is... you know, whatever, the 17th billion version of Kindle. And I have since upgraded to the Kindle Paperwhite, the newer version, for two reasons. One, has built in audiobooks, which I love having a Kindle book that has the audiobook with it and that you can actually be reading, stop, and then the audiobook can pick up exactly from where you're reading. And then if you read the book and go back to reading, it's back on the page you left it. So it's really cool just experience because then you can kind of. Do both as opposed to trying to figure out where you left off. It will keep track of it for you and it.

Jason Atwood: So you want to you want to read in a tub dub. You want to go out in the the rain you want to go whatever. So it's the Kindle paperwhite second generation. I don't know, I love, we came out of TDX two months ago let each other have. So I can log in, I can see a her. 700 books that she has. It's like my own little library. A lot not for me. Not for me at all. But it's super cool.

33:06 Justin Edelstein: Anyway, Kindle Paperwhite second edition. Go figure. Amazon's good at books. Yeah. Still good at books. Good for them. That could be a whole nother story but people people walk up to you and just tell you books you should read. It's not a thing for me to say I just had the conversation.

Jason Atwood: That's it. It's over. you know, Salesforce isn't buying other big companies. Oh, then maybe they will. Maybe they will. We'll never get blocked. Then we'll bring them up when we can bring them up. But until then, and as always, it's Justin and Jason saying, enjoy those cloudy days.