Anything related to Salesforce/Cloud app administration.

Administration, Apex, Development, Events, Videos

Grab some popcorn, London’s Calling 2017 videos are now LIVE!

I’m totally overjoyed to announce that we’ve uploaded the majority of the sessions for London’s Calling 2017, the largest Salesforce Community event in Europe. I can now watch all those sessions I missed :), like what was Todd wearing and why? a question I’ve been itching to find out 🙂 and Belinda Parmar OBE’s keynote on Empathy totally worth a second watch!

There are four playlists on the LC YouTube Channel:

We increased the quality of the videos this year and they look really great, there are a couple of videos still yet to be processed but the majority are now up. If you do have any questions please let me know! I know what I’m doing this weekend 🙂 … where’s the popcorn!

 

Administration, General, Videos

Learn Salesforce Report Types in 10 minutes!

This month’s Admin user group was hosted by Slalom a US consultancy that has just created an office in London. Thanks Slalom for a great venue overlooking the Thames!

London Salesforce Admin User Group at Slalom

London Salesforce Admin User Group at Slalom

First we had Andy talking about Slalom. Slalom is a US based consultancy that has only recently moved over to the EU with their first office in London. First up was Matt with his Chatter talk. Have to say it was really interesting! How do you get analytics on who has viewed chatter groups or feeds and surface chatter analytics as a global VisualForce action, kinda neat.

Then we had Matt with his Chatter talk “I didn’t know chatter could do that”.

Matt Morris Kicking us off with "I didn't know chatter could do that"

Matt Morris Kicking us off with “I didn’t know chatter could do that”

Have to say it was really interesting! How do you get analytics on who has viewed chatter groups or feeds? Then with the analytics you have gained how do you visualise that to all your users? via a global VisualForce action of course 🙂 kinda neat. I’ve actually been working on a chatter project myself recently had have come up with similar limitations.

 

 

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Administration, Development, General, Videos

London’s Calling what you missed & how it came together

Missed London’s Calling? Checkout the video above! But this is how it all started…

It all really kicked off just before Dreamforce 2015 with Jodi Wagner, Simon Goodyear, Louise Lockie, Kerry Townsend & several bottles of Champagne. We were sitting around the table and the conversation turned to something I think we had all been mulling over for some time. The creation of an event for the Salesforce community, BY the Salesforce community. An event where we could learn from community experts in Salesforce who had been at the coal face. An event that wasn’t a Sales event, but an event for Salesforce Admins & Developers designed to help us learn from each other and find out about new Apps in the Salesforce ecosystem whilst have fun doing it! 🙂 Needless to say, Will Coleman turned up and more Champagne was drunk and then…

London's Calling Napkin

London’s Calling Napkin

London’s Calling was born… Our first rough sketch of the event (on the back of a napkin) consisted of a two-day event, this quickly reduced down to one day. Let’s “start small” and see what happens, hey no one may turn up!

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Administration, Development, General

Adding columns to Salesforce Duplicate Management Result

Brent Downey has created a brilliant post on Salesforce’s new “Duplicate Management” tool. But one of the obvious features that is missing is being able to change the columns that the user sees when the Duplicate Management finds a match. For example, if you are matching on (e.g.) the contact name and city, when you find matching records only the contact name and city are displayed in the matching table, and there is no option to change this, which can be a real pain! I want to see the company name, address, etc. So I can tell if an actual duplicate or not. But there is a solution that I mentioned in my “Data Tips, Tricks & Strategy” session at Dreamforce 2015.

Fake your Matching rule

Brent did a great post on how to setup Duplicate Management, but I’m just going to focus on the matching rule. Based on my example above if I wanted to create a matching rule to match contacts with a similar First Name and Last Name I would create a matching rule that looks like the following:

First Matching Rules

Duplicate Management > Matching Rule; Matching on Contact First name & Last name

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Administration, Videos

Tools & Tips for a Salesforce Org Review/Audit “Francis’ Five Minute Feature”

My “Salesforce five minute feature” comes to the interweb!

I’ve been doing these at the London user groups for some time but after a great suggestion from someone I’m going to slowly be putting them online.

The general idea is me presenting a feature or bit of functionality that maybe not be well used in Salesforce. Then within 5 minutes demo it.

So here is the one I did this month. Salesforce Org Reviews! Enjoy! Read more

Administration, Dreamforce, General, Videos

Data Tips, Tricks & Strategy (Dreamforce Session Slides)

Thank you everyone who came to the session. As promised here are the slides and links to videos. Don’t forget to follow us on twitter as we do publish Salesforce tips, tricks and blog posts from other Salesforce users. Any questions give us a shout on twitter / community or below on the blog post.

YouTube: How to use Cross Filters in reports
YouTube: Formula Ninjas – Formulas & Image Forumlas for Data Quality

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Administration, Development, General

Salesforce MVP Blogs… the list

Some of the most influential & knowledgeable Salesforce people in the world are Salesforce MVPs. They have a phenomenal amount of knowledge on Salesforce. So for me keeping an eye on Salesforce MVP blogs keeps me up to date with the latest goings on in the Salesforce ecosystem.

So here is my list of Salesforce MVP Blogs. I have to say when I started it I thought it wouldn’t take too long… BOY there is a lot of MVPs now! Some MVPs don’t blog as much as they focus their attention on user groups and other social networks but I’ve included everyone I know… I think.

I post the best blog posts from MVPs to my twitter.  Follow me to check them out!

If you are looking for non-MVP blogs, checkout Salesforce Ben’s Ultimate Salesforce Blog list.

This is not quite finished but I’ll try and keep this list up to date with new MVP Blogs. Please let me know if I have missed anyone!
UPDATES: 30th June 2016 – Added Matt Lacy 22nd Dec – Added Peter Knolle. 11th Sept – Added Simon Goodyear & tabs as the lists were getting big! 3rd Sep – Added Paul Battisson, Phil Walton.  1st Sept – Added Kevin Poorman, Kieren Jameson, Andy Boettcher

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Administration, Development
Trailhead Tuesday

Its Trailhead Tuesday at the company! Join us!

We’ve launched ‘Trailhead Tuesday’ at work! A way for admin’s and developers to learn Salesforce over lunch get badges, stickers and win prizes! (including Sassy!). If you haven’t heard of it Trailhead is an AMAZING way to learn Salesforce.

So how does it work I hear you say? Well the challenge is to do as many trailhead badges in a month as you can. The winner is the one with the most at the end. To keep it fair we have listed the admin modules & dev modules that individuals can pick from (as some modules are hard and others for different abilities) and record anyone’s modules that they have already done, and then away they go! Then every tuesday lunchtime we get a load of sarnies in the office and get to work on the Salesforce Trailhead modules!

The aim is to up skill staff in a fun way while trying to balance regular day to day workload…

Fingers crossed all goes well and I’ll give an update in a months time!!

 

Administration, Development, General

How I became a Salesforce MVP

Do you know someone who is worthy of a Salesforce MVP? Have they helped you and the Salesforce community? If so nominate them today!

July 2016 Update: So overjoyed to say that Jennifer is now a Salesforce MVP!

So it started from a tweet (it’s amazing how many of my talks and blog posts do) which got me thinking …

Well… Yes but no. It’s only part of it. I’m now in my 5th year of being a Salesforce MVP and it got me thinking about how much I actually knew when I became an MVP. Things have changed a lot since then.

I actually learn’t Salesforce from the community. At the time there was classroom training, Salesforce help (joy!) or a collection of workbooks and not a lot much else and Salesforce Trailhead? well if only! I wanted to learn salesforce fast without paying out for training. Salesforce had an older version of what is now the Salesforce Success Community and Salesforce Developer Discussion Boards and I came to the conclusion that if other users had problems or questions about Salesforce, I would probably a have the same questions.

So I started answering questions. Questions I had no idea how to answer. But I would dig around in the Salesforce help and play in my free dev org until I found the answer and posted it back to the community.

I have to admit I may have got a little obsessed…

Some people say I still am…

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Administration, General

#Salesforce trailhead is like having an AI tutor standing behind you

Learning any development platform online is always a bit haphazard in my experience. The quality of the content, it being up to date, how to test or validate your learning. “Nothing is better than classroom training” and in some ways I agree… but maybe this is changing…

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