Salesforce Weekly

Hello, we're Salesforce Weekly. But you can call us Mike, Ines, and Chris.

Summer, Summer, ONE 2 3! (Release Time)

The Salesforce Summer ’23 Release Notes are here! Here some of the things that have caught my attention: Perm Sets get Field Access! Now we’ll be able to set Set Field Level Security on Permission Sets instead of Profiles during field creation or edit making it easier to use permission sets over profiles. This matters as Read more about Summer, Summer, ONE 2 3! (Release Time)[…]

Dreamin’ season is back!

We wrote before about the community-led conferences, and it feels like this year they are full on. And I’m talking about this year as if just started, but in fact we are already in Q2! I love community events, and highly recommend attending them. Firstly because the content is spot on, not revised by legal Read more about Dreamin’ season is back![…]

Salesforce MFA with Azure Active Directory

This is a story of a smooth MFA transition. Smoother than what we all thought possible. And as with any story we shall start with… Once upon a time, my colleague Mike (aka Agent Gill) and I were working on a project that involved a transition to Azure Active Directory for email client and SSO Read more about Salesforce MFA with Azure Active Directory[…]

Demystifying Net Zero Cloud

I often see confusion around this cloud, and with the rename and the many improvements it has had over the releases I thought why not try to shed some light? Why me? For the ones that may not know, beside all things Salesforce and Agile, my focus is to help organisations to reduce waste. Waste Read more about Demystifying Net Zero Cloud[…]

Salesforce B2C Commerce Cartridges

Certified B2C Commerce Solution Architect

It was only a month ago that this happened: It was a long time coming, I’m not going to lie. I saw at start of the year that I had all the pre-requisites and it seemed a good idea, so why not? (uh oh…) I thought it would be smooth especially as I have done Read more about Certified B2C Commerce Solution Architect[…]

Salesforce Governance

A few weeks ago I was part of a rather interesting conversation about Salesforce Governance: what it is, what does it entail, how to handle it. It was thanks to what’s known as SAIMA Group (breaking down the acronym here: Salesforce Architects In The Making). If how things are constructed interests you, the lens on Read more about Salesforce Governance[…]

Marketing Cloud Connected Campaigns

Some of you will already know that in Pardot there is officially a functionality called “Connected Campaigns”. This is functionality which is not quite yet available for its brother from another mother: Marketing Cloud. Personally, Marketing Cloud is its own beast… one that you should tame before it gets out of hand. Comparing super briefly Read more about Marketing Cloud Connected Campaigns[…]

New Salesforce Associate Certification in Town

Well, it seems that somehow our content recently has been aligned with the news: Building blocks for Landing a Salesforce Job Salesforce Newbie Fallacy Admin Interview Questions & Preparation Just a few days ago Salesforce announced a new brand certification: Salesforce Associate This is an option for beginners that have somewhere between 0 and 6 Read more about New Salesforce Associate Certification in Town[…]

Building blocks for Landing a Salesforce Job

ref: https://www.salesforce.com/news/press-releases/2021/09/20/idc-salesforce-economy-2021/ We hear about the Salesforce economy’s potential to create job openings, and also about the eager trailblazers getting into Trailhead keen to learn it all. But where do the expectations and the reality meet? I spend my coffee time each day in the Answers section of the Trailblazer Community. That space is dear Read more about Building blocks for Landing a Salesforce Job[…]

Salesforce Orgs Acquisitions and Mergers

In the work I do I often come across the request and preconception that Multiple Companies or Business Units should be moved all into one Salesforce Org. Let me add here a recent example I stumbled recently upon in the Trailblazer community, which kicked me into action for this article: The company has now purchased Read more about Salesforce Orgs Acquisitions and Mergers[…]

Create Your Own Workflow Agile App in Salesforce

Get ready, this article is slightly longer and can be hands on if you want to follow along. As an Agile Coach I have tried to spill out some thinking behind the structures and decisions. As Salesforce professionals we have all sorts of types of work coming our way, and having a one dimensional structured Read more about Create Your Own Workflow Agile App in Salesforce[…]

Summer, Summer, Release Time!

The Salesforce Summer ’22 Release Notes are here! Here some of the things that have caught my attention: Reports get Median! Now in Salesforce core report functions we have a new addition to the Sum, Min, Max and Avg. Median is here! The common misconception we have in general is that average and median are Read more about Summer, Summer, Release Time![…]

The Superpower of Visuals

“Unless our words, concepts and ideas are hooked onto an image, they will go in one ear, sail through the brain, and go out of the other ear. Words are processed by our short-term memory where we can only retain about seven bits of information… Images on the other hand go directly into long-term memory Read more about The Superpower of Visuals[…]

Three and a half B2C Commerce (SFCC) things we’ve learned this week

0.5) B2C, B2B, B2B2C, B2C Lightning? Is this a riddle? No, those are branding changes on this and related clouds. Let me try to clarify once and for all (until the next rebranding?). B2B is native commerce platform, which comes from the CloudCraze acquisition based on Experienced Cloud (previously named Community Cloud). The common term Read more about Three and a half B2C Commerce (SFCC) things we’ve learned this week[…]

No Power, no Party?

Debatable. Let me tell you my recent experience, I was out of electricity from Friday because of the Eunice & co storms in the UK. There was some serious damage around where I live, including some snapped cables, we had to stay put and hope for the best. Over the course of these days we Read more about No Power, no Party?[…]

The Salesforce (or anything) newbie fallacy

Over the years, time and time again, I find along the way peers that go through these motions: When you get either a stubborn resistance or a high uncertainty from discussions, do you consider that you are in fact confronted by the Dunning-Kruger effect? This is the fallacy of thinking that ones knows a lot, Read more about The Salesforce (or anything) newbie fallacy[…]

3 under 30: boost your meetings!

We are used to conventional structures when we come together to discuss something. And discussing things is the most part of our days as Salesforce professionals: new ideas, requirements, challenges, demos, options, alignment, troubleshooting, design, training… The ways we often operate is that the overarching structure is either too inhibiting – think of things like: Read more about 3 under 30: boost your meetings![…]

Winter’22 Release is coming!

With a whopping 556 pages of release, we see more than 10% is the table of contents, and around another 10% is Tableau CRM, so what does that tell us? First things first, we feel compelled to stress the importance of preparation for something coming soon: enforced Multi-Factor Authentication (MFA). The topic deserves its own Read more about Winter’22 Release is coming![…]

Admin Interview Questions & Preparation

If you’re looking to join the Salesforce ecosystem, expand your circle of influence and are keen to increase value in what you do everyday. If you’re striving to have a positive impact in the community, and tackling cross cloud projects: Welcome to the Salesforce world! I have been recently asked on the subject of “Admin Read more about Admin Interview Questions & Preparation[…]

Three (and a half) Chrome things we learnt this week

0.5) The half! Not a Salesforce related, hence the half! I always try to keep tabs as minimum, using Chrome personas (or renamed as ‘profiles’ last upgrade) Yet, I find myself moving across multiple tabs and many with the same favicon which doesn’t make it any quicker to find easily the one I’m after. So Read more about Three (and a half) Chrome things we learnt this week[…]

Salesforce Release Summer 21

Summer Release Shines Brightly

At last something one could have predicted: it’s release notes time. I admit it, I’ve enjoyed squirrelling away for the motion of reviewing the Summer’21 Release notes, it gave me a hint of a taste of normality. Here some of the things that have caught my attention: Recently Viewed Lists gets Actions! How many times Read more about Summer Release Shines Brightly[…]

London’s Calling ’21 The Great Reassessment

Who would have said that after presenting last year in the keynote room of 800+ seats (mostly empty, yet thankfully blasting online) we would been running a fully virtual #LC21. Hats off once again to the team at Londons Calling for the conference they have put together. I can only begin to imagine the mammoth Read more about London’s Calling ’21 The Great Reassessment[…]

Improve Salesforce Development & Delivery

Last year we looked at Salesforce DevOps (Part 1 & Part 2), where, in a nutshell, the aim is to enable a fast flow of planned work into production (tens, hundreds, thousands of deploys a day), whilst having top stability, reliability and security. Easier said that done, right? As teams enhancing the Salesforce platform and Read more about Improve Salesforce Development & Delivery[…]

🔔 Salesforce Notification Builder?

Did you know you can use Salesforce Notification Builder to create custom notifications for teams, task queues, and public groups? Or even to replace standard notifications or disable what’s not needed! In all honestly Custom Notifications is something I haven’t played much with, I admit I almost missed the feature all together. You can trigger Read more about 🔔 Salesforce Notification Builder?[…]

Salesforce Anywhere

Sometimes a product is so simple that it doesn’t need shiny logos or catchy jingles; understated efficiency has a power all of its own. Salesforce Anywhere is an example of just such a straightforward offering. The clue is in the name—Salesforce Anywhere—it is literally a way for you to use Salesforce, anywhere. Hold on! We Read more about Salesforce Anywhere[…]

Salesforce C3 Formula

Looking to join the Salesforce ecosystem? Wanting to expand your circle of influence? Keen to increase value in what you do everyday? Keen to tackle cross cloud projects? Seeking to make an impact in the community? Welcome to the Salesforce world. I had an ‘aha!’ moment recently. Whichever of the above questions you’re seeking answers Read more about Salesforce C3 Formula[…]

Update All Subscriber List in Marketing Cloud

The All Subscribers list in Marketing Cloud is considered the master list of records for the Marketing Cloud Email Studio account. Every subscriber in your account appears in the All Subscribers list. Subscribers added to a subscriber list join the All Subscribers list at the same time. This also happens with the standard connector and Read more about Update All Subscriber List in Marketing Cloud[…]

Preparation for the Einstein Analytics Exam

It was only two months ago when this happened: Quite a few people have reached out asking about the preparation for the exam and guidance, hence me writing this here for accessible content. Generally So any certification I do is within context, with that I mean already having worked on the product in question for Read more about Preparation for the Einstein Analytics Exam[…]

Salesforce DevOps?! Part 2

In Part 1 we covered the basic concepts of what DevOps is. Now, these articles were inspired after finishing the book Accelerate, The Science of Lean Software and DevOps by Gene Kim, Jez Humble, and Nicole Forsgren. From the research of the State Of DevOps, they have learnt there are capabilities, as enablers, to build Read more about Salesforce DevOps?! Part 2[…]

Summer Madness

Summer holidays have arrived now, but who noticed? The days have blended into weeks and the weeks into months. And now Summer Holidays feels much like the last 6 months… How mad is that? Nobody can blame you for feeling this way, so here we’re to brighten up your Summer and offer a slice of Read more about Summer Madness[…]

Salesforce DevOps?! Part 1

I’ve read recently Accelerate, The Science of Lean Software and DevOps by Gene Kim, Jez Humble, and Nicole Forsgren. This book explains how DevOps emerged, to solve building secure, resilient, rapidly evolving distributed systems at scale; and which capabilities paradigm to focus on to continuously drive improvement. All research based from surveys from the State Read more about Salesforce DevOps?! Part 1[…]

VSCodeExtensionsMartketPlace

10 VS Code Extensions that will supercharge your Salesforce development

Some of you may have been wondering what has happened to Mike and even Chris, why such a long hiatus? There is no single reason or easy explanation other than life. Let’s just say various life challenges converged. As part of tackling life’s challenges, I’ve been looking at ways to be more productive with my Read more about 10 VS Code Extensions that will supercharge your Salesforce development[…]

Virtual Dreamin ’20

Who would have said that this conference would have arrived in such a timely manner?! Back at DF’19 I was profusely congratulating Rakesh, Amit and Jitendra for this idea of a community-led virtual conference. Back in May we had the first VirtualDreamin! In brief: 3 speaker tracks running over 24 hours, and completely free! So Read more about Virtual Dreamin ’20[…]

Trending Snapshot with Einstein Analytics

Welcome to an article about articles 🙂 We had good fun discovering Einstein Analytics recently. One of the use cases that seemed to take longer than expected was to provide a visual dashboard to a content manager about the consumption of knowledge articles. The context for it was to be able to organise the workload Read more about Trending Snapshot with Einstein Analytics[…]

Lightning Enterprise Transition

Recently I’ve been involved with a Lightning Transition for an enterprise size Salesforce customer, as unfortunately I still hear that some enterprise organisations haven’t yet made the move. So here goes with some of the process and learnings from my recent involvement in doing so. Context Once upon a time… it started 17/Apr/18 2:43 PM, Read more about Lightning Enterprise Transition[…]

Get the most of your Contacts allowance

From the recent exercise of unfolding Salesforce comercial contracts for Marketing Cloud, we spoke about the concept of Supermessages and how to streamline the use. https://salesforceweek.ly/2020/03/get-the-most-out-of-your-super-messages.html In doing so, it also unfolded how Contacts works and are counted. And with it some of the things you may want to bear in mind in Marketing Cloud Read more about Get the most of your Contacts allowance[…]

London’s Calling ’20 Reimagined

I’m very lucky to globe trot around with Salesforce community-led conferences, aka Dreamin’ events. Here are just a few recent adventures: Japan Dreamin ’20 Czech Dreamin ’19 YeurDreamin ’19 DreamOle ’19 Hyderabad Trailblazin ’18 … Not only these, but here are a few more rambles around the world that I have got to attend thanks Read more about London’s Calling ’20 Reimagined[…]

Get the most out of your Super Messages

Who doesn’t enjoy unfolding Salesforce comercial contracts? One of the items I have found myself trying to decrypt recently are how exactly ‘Super Messages’ are consumed, something that would be one part of your contact if you use Marketing Cloud. Super Messages are any type of message sent to a customer including an email, CloudPage Read more about Get the most out of your Super Messages[…]

Am I Dreamin’? (Japan, I love you!)

Time flies when you are having fun! Right? I can’t believe it’s already over! Earlier this year I had the pleasure to be at http://www.JapanDreamin.com, and in 2020 – a big year for the country! This community conference started last year, and this one opened up internationally, I was so glad to be asked to Read more about Am I Dreamin’? (Japan, I love you!)[…]

Release Spring’20 Goodies

Once upon a time… we were told that Lightning was coming. Another year and another release is here, and of course is a Lightning super-powered one. Maybe the product teams have sharpened all Lightning related stuff by now and now we can see that the framework has enabled a real speed to market! Here couple Read more about Release Spring’20 Goodies[…]

The (festive season) Yōkai of Past, Present & Future

Happy new year ahead! You may be wondering about the title, so here’s some context. Typically there’s the Christmas Carol of the Spirits of Christmas, 3 to be exact: being the ghost of the past, the one of the present and then the future; the story goes something like this… each one takes Scrooge on Read more about The (festive season) Yōkai of Past, Present & Future[…]

Three (and a half) Knowledge things we learnt this week

1) Enabling Article Management Once upon a time whilst troubleshooting how knowledge articles display in salesforce communities, the support team enabled “Article Management” setting within Content Management. That seemed to sort some of the issues faced but what we soon learnt was that when support enabled this for you, there was something else you should’ve Read more about Three (and a half) Knowledge things we learnt this week[…]

Dreamforce ’19 Digest: My Highlights

And back to the UK, it’s cold here! In brief, I admit I had a blast at Dreamforce this year! It was great to: 1) Showcase HIVE and the teams that I’m doing quite a bit of work with, at the developer keynote. Which had a whole chapter as part of the technology announcements for Read more about Dreamforce ’19 Digest: My Highlights[…]

Trailblazing is to Inspect & Adapt

We have a bit of a theme going on here: Agile. I must admit that may be my fault! Being a Trailblazer is being a person who is the first to do something; an innovator. And to be an innovator in our ever-changing environment you need to ‘inspect & adapt’. Especially now, as things change Read more about Trailblazing is to Inspect & Adapt[…]

It’s time to hit the trail, for real!

This year at Londons Calling the keynote was rather awakening, at hands of Dr. Anastasia Dedyukhina. I was lucky enough to be one of the few that got a signed copy of her book. Homo Distractus is a book to help you claim back your attention, time and energy; or at least understand why it is Read more about It’s time to hit the trail, for real![…]

Nicknames: An Open Letter to a Salesforce Product Manager

This post is not only for the Communities Product Manager but to anyone that may be using Salesforce Communities products to date. To give it some context, this refers to the General Data Protection Regulation (GDPR) where as a data controller, a company using the Communities product (and/or any product really), has the responsibility to comply with Read more about Nicknames: An Open Letter to a Salesforce Product Manager[…]

Reimagining the IdeaExchange in Prague!

I must have already mentioned how happy I am to be a #DigitalNomad! Not only about the work that I do but to have the wonderful opportunity to travel around and discover the world ( one bite at a time 🙂 ) Just couple weeks ago I was in the lovely Prague for first time Read more about Reimagining the IdeaExchange in Prague![…]

Three (and a half) Social Studio things we learnt this week

Time for another round of the “Three (and a half) things we learnt this week”! This time it’s all about Social Studio recent findings:   1) Hidden Posts You can hide a Facebook or Twitter post in Social Studio on the sections of Engage or Analyze. I often find that it’s a way for users Read more about Three (and a half) Social Studio things we learnt this week[…]

Yeur Dream (actually, it was mine!)

This year I had the pleasure to visit Amsterdam for YeurDreamin, and it was a blast! It was the first edition for this community-led conference that covers all Benelux. I love the concept of moving city helping to bring the community to many trails & blazers. A big round of applause for the organisers:  Andre Read more about Yeur Dream (actually, it was mine!)[…]

#ItsBetterInLightning

Time has passed since our adventures in Dreamforce 2017 where we ran the session “Make the Jump to Lightning …And Get It Right First Time”, and we have been talking about Lightning quite a bit since. The truth is that so much #ItsBetterInLightning, don’t get stuck in the past! It’s not just a modern UI, Read more about #ItsBetterInLightning[…]

Demystifying Subscriber Key

This may be the first Marketing Cloud post ever written here at week.ly but, the subject has certainly come quite often and I think I should share some thoughts. What the Subscriber Key should be set as? and shall one change it? In Marketing Cloud one has the concept of Subscriber Key: A subscriber key Read more about Demystifying Subscriber Key[…]

Communities: The HUB’s move to Lightning!

We have covered many lightning posts and so we know the many reasons to make the move, so join us now: #BetterInLightning. And of course leading by example, the recent news from Salesforce is; The Power of Us Hub is transitioning to Lightning in April! (Aka Hub 2.0 – internally)   You may be wondering Read more about Communities: The HUB’s move to Lightning![…]

My #dreamOle19 Highlights

#dreamOle19 “Innovation is evolution, not a revolution” @rockchick322004 Feeling emotional ya the closing keynote of @dreamOle__c Thank you all to make this happen pic.twitter.com/TePOScrcrg — Ines Garcia ☁️ (@Inescapinezka) April 12, 2019 I can’t believe one more year of dreamOle has passed, our 3rd edition, and once again it took a whole 9 months for Read more about My #dreamOle19 Highlights[…]

Trailblazing Madrid: NonProfit, Students & Tortilla

Thanks to the Trailblazer Community, last year alone I went to Granada, Barcelona & Hyderabad. And this year it’s already looking promising 🙂 Just over a week ago I had the chance to visit Madrid for a trailblazer community group inauguration, and now we have a brand new Non Profit Group in Madrid, the first group Read more about Trailblazing Madrid: NonProfit, Students & Tortilla[…]

Mind The Product

Grab you agile hat, let’s wear it for a bit… Continuing our agile post tags this time we’re thinking about product. What ever we developing in essence it’s core is a product. Product management is a hotter topic than ever, I believe that moving from project-based thinking to product-based thinking is an essential part of delivering a Read more about Mind The Product[…]

Changes to Social Studio & Customer Service

Although gutted to wake up earlier in the year to the news of the Social Specialist Certification was going away (being one of the 2 achieved last year, sniff…) Alright, enough of the tiny violin! We always talk about the core Salesforce platform when it’s release prep time. But this time I want to take Read more about Changes to Social Studio & Customer Service[…]

Donald Duck in Mathmagic Land Community Flow

The Context – Imagine an org with… 100% clicks no code 200+ users High service volume To add to this, the org wants to expand the use of cases within communities and have the ability to communicate asynchronously within the case context bidirectionally with the customer. So far so good, right? But… The Challenge A) Visually Read more about Donald Duck in Mathmagic Land Community Flow[…]

What’s Hours is Yours

Hello, you lot. It’s my first blog post of 2019, so I guess I should say two things: 1) Happy New Year, and 2) Poor you, having to read my inanities once more to really bring you back down to earth after the holidays. But I honestly think that this week’s inanities might just help Read more about What’s Hours is Yours[…]

Pardot, Cheese Consumption & Good News

Off the back of the “Three (and a half) Pardot things we learned this week” post over the Xmas week, we will now tackle some questions on the Pardot application itself. To be fair I should have started there. I do love Pardot, it’s a very easy application to get started. Salesforce differentiates it from Read more about Pardot, Cheese Consumption & Good News[…]

Three (and a half) Pardot things we learned this week

It’s festive season time and, to some, a bit of head space time between family, friends and cooking duties which we can use for other things, which leads us to the: And this time they’re all Pardot related. 1) Specific Page Actions wins In Pardot you have the ability to use wildcards to set up Read more about Three (and a half) Pardot things we learned this week[…]

Build your own Lightning Component

Christmas is almost here: 4 days and counting! How about getting into the pre-Christmas spirit by building your very own Lightning Component? Why are we doing this? My current projects all involve building solutions which are centred around an application – an application for a consumer mortgage or an application for a business loan – Read more about Build your own Lightning Component[…]

I love Japan! Part 2

Following on from our travel blog few weeks back **beeeep** Alright, I admit it… it is not a travel blog (yet!) One of the wonders of this community is having the chance (and excuse) to go all over the world. In part 1 whilst making you jealous of my lovely trip to Japan, I took the opportunity Read more about I love Japan! Part 2[…]

Spring ’19 Release Preview: Lightning Flow Builder and More!

It’s that time again, folks! Or at least it is if you’re lucky enough to have an old pre-release org kicking around. If so, log in and you should be greeted by a cycling scientist to herald the arrival of the Spring ’19 release preview! In this post, we’re going to share one big thing Read more about Spring ’19 Release Preview: Lightning Flow Builder and More![…]

A Call to Action – For You & Your Peers!

Here at the BBC of the Salesforce blogosphere (BBC = British, British, Catalan) we try not to reuse and rephrase content from elsewhere, and when we do refer to something from out there in the real world, we certainly aim to give it our own unique spin. This post is no different, but the thing Read more about A Call to Action – For You & Your Peers![…]

Happy Thanksgiving from Salesforce Weekly

In a previous post, we joked that we didn’t have any American readers. In fact – probably unsurprisingly given the subject matter we write about – the US is far and away our biggest source of subscribers and page views. So what better way to thank our US readers (both of them) than by sending Read more about Happy Thanksgiving from Salesforce Weekly[…]

I love Japan!

I’m back! You may be relieved to hear that after 6 weeks of weekly Chris and Mike posts, ha! Seriously guys, big thanks for holding the fort and with great insightful content. Back to reality with trillion things waiting for me, but I must admit it has been awesome: a full month of 100% disconnection, Read more about I love Japan![…]

Dreamforce 18: Remote Debrief

Well the excitement and the fever of another Dreamforce is now behind us, it’s time to reflect and digest some of the highlights from a remote perspective. Chris mentioned thst all of us would be absent from this years Dreamforce, and provided us with some tips – here it is again.. How To Do Dreamforce Remotely Read more about Dreamforce 18: Remote Debrief[…]

What’s next for the Idea Exchange?

After we posted the latest article in our Bright Ideas series, our favourite reader (OK, I’ll admit it, our only reader) got in touch with us with a helpful message. Their message was that while the Bright Ideas posts are a shining beacon of excellence atop this colossus of a blog, which is in turn Read more about What’s next for the Idea Exchange?[…]

Getting started with Salesforce DX & CLI

Did you think we were done with the CLI? Well, there is plenty more to come and learn. This time we start combining what we have been learning in the command line (CLI) with VScode and Scratch Orgs Here is the summary of what you will learn: Quick Recap on the series to date Key Read more about Getting started with Salesforce DX & CLI[…]

Bright Ideas: October 2018

Hello, hello. Welcome to another blog in our Bright Ideas series, where we shine a light on a Salesforce community idea which we think deserves your vote. And for this idea, we’ve got something Lightning-y for you… Hey, what’s the big idea? What do we want? The ability to preview different page layouts when editing Read more about Bright Ideas: October 2018[…]

Get Ready for Guided Success

Let’s start this one off with a massive congratulations to Ines on her wedding and wish her well as she heads off on honeymoon for the next month leaving blogging duties in our capable hands. [Sure you don’t mean ‘culpable’? – Ed.] Let’s continue… This week I’ve been continuing my journey back into the low-code Read more about Get Ready for Guided Success[…]

Fact Check: Dreamforce 2018 Keynote

This week is the first of a six-week stretch when we (and you) have to do without Ines and her thought-provoking musings. (Boo, hiss, how dare she get married, etc.) So that means that for the next six weeks, not only do you have to put up with Mike and me, but also that Mike Read more about Fact Check: Dreamforce 2018 Keynote[…]

Embrace Negative Reviews

You may have already read in Chris’ post ‘How to Do Dreamforce Remotely‘ which is helpful especially for me as this year Dreamforce is a no-no, the main reason is well… I’m getting married a week after 🙂 Even though my high levels of FOMO, I’m trying to be logically about it: travelling across the Read more about Embrace Negative Reviews[…]

How To: Audit Record Views in Salesforce [Credit: Machine Readable People]

Let me start this post with a huge, bold-fonted, shout-it-from-the-rooftops disclaimer so that there can be no doubt about the true brains behind this week’s How To… THIS IS ALL THE WORK OF SOMEONE ELSE AND IF YOU WANT TO THANK ANYONE FOR IT THEN YOU SHOULD THANK THEM AND NOT ME, AND I GET NO Read more about How To: Audit Record Views in Salesforce [Credit: Machine Readable People][…]

Time for Winter Wonders

With this being the temperature outside in London, and the lack of precipitation, it is difficult to think about winter. Yet the Salesforce Winter ’19 production release is just around the corner! I was preparing my take on what Chris kicked off earlier this year – the “Salesforce Weekly Bright Ideas” series – when then Read more about Time for Winter Wonders[…]

Carving up an Org this Winter!

What is carving up an Org near you, well it looks a lot like Astro is hitting the pre-release slops on his board unless you’ve banished him! Each release seems to come around quicker and quicker these days, here the UK is still officially on its Summer holidays, but I could not resist the temptation Read more about Carving up an Org this Winter![…]

Three (and a half) things we learned this week

As I was planning what to write about in this week’s blog, it struck me that there were a number of updates floating around the Salesforce world (well, my small part of it) that could be classified as ‘pretty interesting’, but that maybe didn’t warrant a whole post on their own. So instead, let’s throw Read more about Three (and a half) things we learned this week[…]

Trailblazing in Hyderabad

Time indeed flies when you are having fun! I can’t believe it has been already over a month since my ‘weekend break‘ to India. Yes, literally, I flew over to India (9.5h flight) for 3 days 🙂 As mentioned in the previous post I was honoured to be invited as prominent speaker to Hyderabad Trailblazin  the newest to Read more about Trailblazing in Hyderabad[…]

Get Comfy with the Winter ’19 Pre-Release

Sometimes the best news comes without a fanfare. Now it’s official that the entire Salesforce Weekly team will be absent from Dreamforce – but don’t worry, we can still do it remotely – we were looking for something to cheer us up and distract us from the mountains of work we currently find ourselves under. Read more about Get Comfy with the Winter ’19 Pre-Release[…]

Getting started with the Salesforce CLI – Part 3

Well, we know two things to be true: we promised more on the Salesforce CLI, and we promised to stay true to our name and publish content weekly – so here I am bringing you yet more Salesforce CLI! This time we are going to dive into the sfdx force:apex command and explore these capabilities in more Read more about Getting started with the Salesforce CLI – Part 3[…]

Bright Ideas: July 2018

Earlier this year, Chris kicked off an idea about ideas – in the form of our “Salesforce Weekly Bright Ideas” series. So here is my take on an extremely VOTE-WORTHY idea floating round the Idea Exchange… Hey, what’s the big idea? Well it’s one for which I keep getting email notifications whenever new comments appear – which Read more about Bright Ideas: July 2018[…]

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Getting started with the Salesforce CLI – Part 2

Ready to continue our journey into the world of Salesforce CLI? If you can write Salesforce formulas and build complex flows you can handle this …but most importantly you can use this to manage your orgs way more efficiently and quickly once you leave the UI behind. Missed Part 1 of this series? Well here Read more about Getting started with the Salesforce CLI – Part 2[…]

Learning Latin with Summer ’18

I bet you never thought that a Salesforce release would help you brush up on your Latin skills. But, with just a light sprinkling of creative licence, I hope to set out to prove that to be the case today. Let’s give you a bit of context. If you’re a proud holder of any Salesforce Read more about Learning Latin with Summer ’18[…]

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Getting Started with the Salesforce Command Line

Every day is a command line day for me these days, and it’s incredibly fun, addictive and easier than you think. In the now infamous words of Mr Peter Chittum: “Do Not Fear the Command Line” Of course, I am talking a bit more than just Command Lines in general here – I am talking Read more about Getting Started with the Salesforce Command Line[…]

Welcome Mats Outstaying their Welcome?

As you hopefully know by now, we here at Salesforce Weekly are big fans of Lightning. When we’re not busy working in Lightning during our day jobs, we like to share the love and the knowledge by delivering presentations like DF17’s Make the Jump to Lightning …And Get It Right First Time. But hopefully one Read more about Welcome Mats Outstaying their Welcome?[…]

Be more Agile with Continuous Improvement

Earlier this year we talked about becoming more agile and two key items to get you started on your agility journey. Visual representation of the work in progress Retrospectives Now, let’s admit it, there was an underlying theme: Incremental. And why do we want to deliver incrementally? Last century we focused on execution rather than innovation. We had Read more about Be more Agile with Continuous Improvement[…]

Make the Jump from JavaScript

Have you made the jump to Lightning yet? No, seriously, have you? It can sometimes be tough to separate the Salesforce spin from the cold, hard reality of what’s going on in real-world orgs – so it’s hard for us to have a true idea of how many of our readers will have made the Read more about Make the Jump from JavaScript[…]

Mike’s Prediction Builder: Will Salesforce be Slacking Off at Dreamforce?

Ok, hands up – who thought I was slacking off on the blog front? Well I’m back! It looks like we accidentally created a Dreamforce mini-series here at Salesforce Weekly, when Chris kicked us off with “How to do Dreamforce Remotely”, followed up by Ines with “Get Involved and Speak” to coincide with the Dreamforce Read more about Mike’s Prediction Builder: Will Salesforce be Slacking Off at Dreamforce?[…]

Salesforcey Events – Get Involved (and Speak)!

Following on from one of my favourite themes – Salesforce-y events – but on a slight contrary tangent from last week’s post… When I came back from Barcelona off the back of dreamOle I was asked for my ‘why’ and about the benefits of getting involved in stuff like this. As yes it does take some Read more about Salesforcey Events – Get Involved (and Speak)![…]

How to Do Dreamforce Remotely

The biggest event on the Salesforce calendar – Dreamforce – is now only four months away. Registration isn’t officially open yet, but you can get yourself booked in right now if you know where to look. Let’s just say that Salesforce left the registration site’s back door open, or at least left a note on Read more about How to Do Dreamforce Remotely[…]

My #dreamOle18 Highlights

#dreamole18 @appexchange #demoJam Congrats @BlackbirdLTD and thank you all participants to make today happen! Thank you awesome hosts @jhoskins & @julipool & most importantly thank you attendees to be the reason or this second edition and more to come! pic.twitter.com/fDoiyAEjEl — Ines Garcia ☁ (@Inescapinezka) April 27, 2018 I can’t believe it’s already over! The Read more about My #dreamOle18 Highlights[…]

Bright Ideas: May 2018

I’ve got a great idea! Well, technically Andrew Fawcett does. Over the years he has had countless ideas, and recently he and some other people had the (frankly fantastic) idea that he would be really good working at Salesforce. I’ve been “tailing” him ever since he jumped ship… So what’s he up to? Well, this Read more about Bright Ideas: May 2018[…]

Release In Action: Summer ’18 [Video]

A few weeks back, Mike told you that – for him – Summer couldn’t come soon enough. Well, luckily for him and for you, the wait is almost over. So as both the season and its associated Summer ’18 release approach, it’s time for our traditional Salesforce Weekly video post exploring just a few of Read more about Release In Action: Summer ’18 [Video][…]

5 Things We Learned from the Lightning Product Managers AMA

Do you even Reddit, bro (or sis)? OK, gang. This week it’s once more my turn to write our weekly blog. Unlucky you! And this is the week I travel to Barcelona for the DreamOlé conference, meaning I was half-tempted to take us a little off-track and turn this week’s post into a ‘thrilling’ account Read more about 5 Things We Learned from the Lightning Product Managers AMA[…]

The Future of Communities

Recently I’ve mentioned the opportunity I had to join the Product Roadmap Tour’s London Event, an initiative where Salesforce brings customers together to discuss the vision and direction of their products. Well this gets better, as I’ve been asked to be part of the Salesforce Communities Customer Advisory Board. Late last week we had a session Read more about The Future of Communities[…]

Summer can’t come soon enough!

Well, it’s the last day of the UK school holidays before the Summer term starts, and to be honest Summer can’t come soon enough. And childcare is not the only reason I am saying this. Because it’s time to be incredibly sneaky and fire up my old Spring ’18 org… except it’s not Spring anymore, Read more about Summer can’t come soon enough![…]

I’d like to thank the academy, my parents, and YOU!

Content warning: this blog contains self-congratulation (as well as genuine gratitude) It’s been a busy week here at Salesforce Weekly Towers. You might have guessed that by the fact that this week’s blog is reaching you on a Friday. Both Mike and Ines have had crazy weeks with work, and as for my week, well Read more about I’d like to thank the academy, my parents, and YOU![…]

A Hidden Gem To Trigger Alerts

It wasn’t long ago that I mentioned spending quite a bit of time every day in the ‘Answers’ section of the Trailblazer Community. It really is a great place to get quick help, and to give back of course! It made a huge difference in my early Salesforce’cy’ days. My teamy Chris promotes many other benefits for Read more about A Hidden Gem To Trigger Alerts[…]

Looking for a date? Salesforce can help

For this week’s post, I wanted to get back into our favourite How To category and come up with something that will be of practical use to you all. So my topic this week is dating. Because dating is something we all do, isn’t it? Whether we’re old or young, rich or poor, married or Read more about Looking for a date? Salesforce can help[…]

A Tale of Two Cities

Once upon a time, at the centre of the universe was a city called London. This was the hub of activity for all things Salesforce… It started with developers coming together once a month and soon we had all different types of groups covering bases like Admins and Women in tech. Slowly but surely people Read more about A Tale of Two Cities[…]

Grab your Blazer, it’s time to hit the Trail

It’s back to reality for me this week, after being invited over to Granada for a megamix community group meetup, where I had the opportunity to present a digest and some thoughts and demos on Pardot and Social Studio. It was really great to have the opportunity to meet some of the members of the Read more about Grab your Blazer, it’s time to hit the Trail[…]

Bright Ideas: February 2018

I’ve got a great idea… A great idea about great ideas! Why don’t we kick off an occasional series in which we shine a light on the most interesting, the most under-appreciated, the most damn-well VOTE-WORTHY ideas floating round the Idea Exchange? Now there’s an idea… Introducing… Salesforce Weekly Bright Ideas! And here’s a good Read more about Bright Ideas: February 2018[…]

How To: Create Roll Up Summaries using Flow [Video]

We’ve gone back through our archive this week, returning to a post which still today proves amazingly popular, often topping our weekly page views stats. Here’s a new video version of “How to Create Rollup Summaries Using Flow”! Of course, we have upgraded to Lightning for this new video – just please forgive the few Read more about How To: Create Roll Up Summaries using Flow [Video][…]

DreamOlé 2018 Preview: The Sun Behind the Cloud Returns!

By the time you read this post, London’s Calling will be over for another year, as today sees the third instalment of Europe’s largest community-led Salesforce event take place in, erm, well, London. I couldn’t make it to London’s Calling this year (it’s half term; I’m a parent – you know how it is), but Read more about DreamOlé 2018 Preview: The Sun Behind the Cloud Returns![…]

The Tour of What’s Coming!

I was very lucky to have been invited to the Product Roadmap Tour’s London Event, an initiative where Salesforce brings customers together to discuss the vision and direction of their products. It was hosted on multiple days across different cities: Atlanta, New York City, Chicago, Minneapolis, San Francisco, London and Washington DC – the team Read more about The Tour of What’s Coming![…]

Introducing… Salesforce Surveys!

Following Mike’s recent round-up of some of his favourite Spring ’18 features, I wanted to dive in to one of my faves, that Mike so cruelly and inexplicably left out last week – Surveys. Yes, Spring ’18 brings with it the first look at a fully native way of creating, sending, and analysing surveys on Read more about Introducing… Salesforce Surveys![…]

Release In Action: Spring ’18 [Video]

We wave goodbye to another successful set of Release Readiness Webinars with the Trailblazer Community team. This time we added a couple of new twists – the first twist opens the door to our new Salesforce Weekly writer, as the wonderful Ines steps into Chris’s shoes for the first time, adding her unique touch and Read more about Release In Action: Spring ’18 [Video][…]

Being More Agile

A new year comes with new year resolutions and new release logos. Clearly the theme here must be about being Agile. Every individual and organisation can benefit from becoming more agile in 2018. In 2006 Salesforce made the switch from a waterfall approach to agile in order to improve productivity within a growing global engineering team. Read more about Being More Agile[…]

The Salesforce Weekly Awards – 2017

Welcome to 2018, and welcome to the first Salesforce Weekly post of this new year! It’s traditional in early January to do a couple of things: set yourself a resolution for the new year, and look forward to make some predictions about what the next twelve months will bring. Well, so far, your Salesforce Weekly Read more about The Salesforce Weekly Awards – 2017[…]

Happy DXmas! What is DX?

Happy DXmas, Everyone! But What Is SalesforceDX? Here’s a riddle that you probably *won’t* be finding in your Christmas Cracker this year: What’s the difference between traditional monolithic org development and modular artifact development? Tough question, right?! But let’s not get scared yet, first things first: Context. In Summer ‘17 we got the beta release Read more about Happy DXmas! What is DX?[…]

Awesome Admin to Application Architect …And Beyond! [Video]

For this week’s post, I wanted to share a recording of a talk I’ve delivered at a few Salesforce events in 2017. The talk is all about the Salesforce Architect Journey, with a particular focus on why I believe that the architect track is a truly valid one for us administrators to consider. Wondering whether Read more about Awesome Admin to Application Architect …And Beyond! [Video][…]

Dreamforce Digest #4: Final Thoughts, Videos and Farewells

Here we are with our final digest of the annual Salesforce megafest, AKA Dreamforce! For some of us this was our regular escape off to San Francisco for the learning event of the year – the equivalent intake of knowledge to an MBA degree in the space of four days – but for our Dreamforce Read more about Dreamforce Digest #4: Final Thoughts, Videos and Farewells[…]

MVP Party

Dreamforce Digest #3: My first Dreamforce

@dreamOle__c #MVP close to the stage before keynote pic.twitter.com/LemGmscev8 — Agustina García (@agarciaodeian) November 6, 2017 In one line: it was insane! I actually took some days to visit San Fran as it was my first time there, and it’s a super foodie place! My favourite? So far it’s Tommy’s Joynt. If you’re planning a Read more about Dreamforce Digest #3: My first Dreamforce[…]

Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest

In the second part of our Dreamforce Digest series, I wanted to share some information about what’s on Salesforce’s roadmap for the coming releases. For me, this is probably the biggest benefit I get out of Dreamforce each year: attending roadmap talks and the ever-popular True to the Core session with Parker Harris, Shawna Wolverton, Read more about Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest[…]

Dreamforce Digest #1: My my my – Salesforce gets personal

The dust has settled after yet another Dreamforce, giving us the chance to breathe and attempt to descramble everything we heard, saw and learnt. So here are our headlines… “We Are All Trailblazers” The overarching theme this year at Dreamforce was “We Are All Trailblazers”. Now who would have guessed just how iconic the “Trailblazer” hoody Read more about Dreamforce Digest #1: My my my – Salesforce gets personal[…]

Why is Salesforce Awesome?

It made sense for me to have my first official post as a SalesforceWeek.ly teamy about why I have chosen Salesforce as my career. Well, it all started once upon a time… I was helping a company on an interim placement with their CRM roadmap, we had a great (and relatively newly appointed) CEO that Read more about Why is Salesforce Awesome?[…]

Introducing the NEW Salesforce Weekly …and Ines Garcia!

Well, hello there, you! And welcome, welcome, WELCOME, to the new and improved Salesforce Weekly! We are delighted to be able to relaunch this site with two massive improvements. Firstly, you’ll notice we’ve redecorated the place. We hope you like the new look. But, most importantly, our writing team has grown to three, with the Read more about Introducing the NEW Salesforce Weekly …and Ines Garcia![…]

Release In Action: Winter ’18 [Video]

Yesterday, Mike and I took part in our thrice-yearly challenge to get our two sets of kids to stay quiet just long enough for us to get through a webinar presentation without too many screams. And that can only mean one thing: it’s Salesforce release time! Yes, we were thrilled to be invited once more Read more about Release In Action: Winter ’18 [Video][…]

Why Lightning Experience is like Brussels Sprouts

“Hello, my name is Chris Edwards, and I never used to like Brussels sprouts.” It’s not the most traditional opening line for a user group presentation, I will admit, but this is how I began my talk to the London Admin User Group earlier tonight. So why was I stood there, sweating in the London heat on Read more about Why Lightning Experience is like Brussels Sprouts[…]

My DreamOlé Highlights

Last night I returned from a trip to Madrid to attend the first community-led Salesforce event in Spain: DreamOlé. I had decided to attend this event instead of this year’s World Tour stop in London (for the reasons I outlined in this post) and I can tell you that I was extremely pleased with my decision! Read more about My DreamOlé Highlights[…]

Release In Action: Summer ’17 [Video]

Yes, it’s that time again – another exciting Salesforce release is right around the corner! But for Summer ’17, we wanted to do something a little different. You’ve seen the release notes. You’ve read the many, many excellent blogs out there. So instead, we wanted to prepare you for the release by actually showing it to Read more about Release In Action: Summer ’17 [Video][…]

[Updated] An Important Announcement on the Salesforce Weekly Brand

Owing to an abundant surfeit of informative, entertaining and frankly pioneering posts, it has come to our attention that the Weekly aspect of our blog name is no longer enough to cover the sheer volume of articles that Mike and I have been pumping out of late. We are therefore delighted to announce our intention Read more about [Updated] An Important Announcement on the Salesforce Weekly Brand[…]

DreamOlé: Salesforce Fun in the Spanish Sun!

As much as I would dearly love to believe that it’s lying to me, it appears undeniable that my calendar is telling me it’s been nearly two months since the London’s Calling community event. And that means two things. It means it’s been almost two months since one of the best-organised and most enjoyable Salesforce Read more about DreamOlé: Salesforce Fun in the Spanish Sun![…]

Spring ‘17 – our new “favourite” release!

Here we are once more at one of our favourite times of the year – release time – as we usher in 2017 with the next release of Salesforce, which is looking to be one of our favourites. This release, we were honoured to deliver not one but two release readiness webinars for Salesforce, and Read more about Spring ‘17 – our new “favourite” release![…]

Spring ’17: Rapid Reaction

For many of us, this period in December is the point at which we start winding down in readiness for the holiday season. But not so for the always-on team at Salesforce – because for them it’s already beginning to look a lot like Spring ’17. The upcoming release’s preview notes dropped onto the web yesterday, Read more about Spring ’17: Rapid Reaction[…]

See Salesforce Weekly at Dreamforce 2016!

It’s beginning to look a lot like… DREAMFORCE! Only a few weeks to go now until the biggest Salesforce event of the year, and your Salesforce Weekly authors have been lucky enough to have had a session selected once again this year. We’re feeling even luckier this time around, not just because the competition for Read more about See Salesforce Weekly at Dreamforce 2016![…]

Summer ’16 – Our Top Ten Features

Before we knew it, Winter has become a distant memory and Spring is edging its way towards the exit. Yes, that’s right – Summer is nearly here! And that means that we’re also preparing for Salesforce’s Summer ’16 release, their 50th major product release! Quite the milestone for a company founded 17 years ago. It’s Read more about Summer ’16 – Our Top Ten Features[…]

The Awesome Admin Ten Commandments

Throughout our series of blogs on the Awesome Admin Ten Commandments, we have shared the rules that we think all Salesforce admins should know and (for the most part) follow. We had a lot of fun putting this list together, and even more fun sharing it with the community – not only through the blog Read more about The Awesome Admin Ten Commandments[…]

Admin Commandment #10: An Awesome Admin should sometimes… break the rules!

Rules are made to be broken, right? But, before you start groaning too much, this isn’t one of those ‘twists in the tale’ where we tell you the only rule is that there are no rules and that the first nine commandments were a waste of your time and can be ignored. Most certainly not Read more about Admin Commandment #10: An Awesome Admin should sometimes… break the rules![…]

Admin Commandment #9 An Awesome Admin should protect their org… for more reasons than you think!

So here we are then with the penultimate post in the Admin Commandments series and this time we turn our attention to how us Awesome Admins should be protecting our org. Let’s start with a simple analogy: Security is an Inside Out job! What does this mean!?! Well, from the outside, by protecting our org Read more about Admin Commandment #9 An Awesome Admin should protect their org… for more reasons than you think![…]