Salesforce Weekly

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

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 DreamOlĂ© 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 DreamOlĂ© 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[…]

12 days of Salesforce Christmas

On the first day of Christmas Salesforce sent to me Astro dressed as Yeti On the second day of Christmas Salesforce sent to me Two camps of people… Admins and Developers   On the third day of Christmas Salesforce sent to me Three Releases every year… Spring, Summer and Winter On the fourth day of Read more about 12 days of Salesforce Christmas[…]

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 GarcĂ­a (@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: DreamOlĂ©. 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 DreamOlĂ© 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 DreamOlĂ©: 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![…]