Salesforce Trails & Trials

This time on Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about admin power in the wrong hands. Plus Slack bot platforms, Miro decision trees, bow ties, gratitude, and holiday lights. Jon Cline has been working in IT since 1998 and is a very curious person. Erik Yewell has been in IT for 23 years and done just about everything you can imagine. They share their wins and worse so you can learn with them. Erik talks about learning Slack bot platforms and automating tasks. You can do it with Heroku and Azure of course, but there are also options for MuleSoft, Workato, and Zapier. Meanwhile Jon learned about using Flow as a validation tool for handoff to Conga document generation. Plus, they both revel in learning anything on YouTube from tying a bow tie (something Jon learned) to changing a car window (something Erik learned about, but decided to leave to the professionals). For this episode's one small thing that can have big consequences, Erik and Jon talk about too many system administrators. In short, admin power in the wrong hands is not a good idea. But you can address this challenge and keep people happy by setting up a delegated administrator to restrict how much access some admins have.  What are you grateful for? Jon and Erik talk about the value of starting with gratitude, whether it's a meeting or a conversation, and they'd love to hear what you're grateful for. Who are the people that have helped you or projects that have moved you forward? Maybe it's a manager that gave you a good kick in the butt. You can call our Consulting Camp line and leave a message to share your story: 540-TRIALS-5 (that's 540-874-2575). Extras: Jon Cline is wearing a bow tie all month as a part of Dressember. You can make a donation to his campaign to stop human trafficking. The Salesforce Developers Podcast is worth checking out, especially recent episodes on Enterprise Apex programming and the SFXD user group on Discord. Salesforce Lightning Platform Enterprise Architecture by Andrew Fawcett. Jon shares Miro templates for creating decision trees and a polymorphic visual flow for Salesforce that can save a lot of time (check out the new architect resources coming soon).

This time on Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about Salesforce Classic vs. Lightning. Plus, lots of discussion about future integrations with Slack, how to do more with Flow, and the power of opportunity. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. They share their wins and worse so you can learn with them. Salesforce recently acquired Slack, and there are new integrations coming down the pipeline. Erik has been learning a lot about Slack and some of the coming changes discussed at Dreamforce. Jon has been tackling business rules for complex billing for some construction clients, prompting a tangent about Flow. For this episode's one small thing that can have big consequences, Erik and Jon talk about the impact of continuing to use Salesforce Classic versus switching over to Lightning. It can be hard to switch over, especially if organizations have a lot of legacy implementations that will take some work to convert. But in the end, sticking with Salesforce Classic will just continue to build technical debt and cause more and more problems as Salesforce focuses on Lightning.  Extras: Using Slack to more quickly get clients on-boarded with slash commands and Flow. Opportunity is often at your door but it doesn't always knock. Luck is the intersection of opportunity and preparedness (learn more about your luck surface area). https://www.youtube.com/watch?v=aCYLmr7-Nbo&t=3s

This time on Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk failure. Plus, unexpected consequences of changing picklist values, metadata dependency API, some helpful tools, the value of user acceptance testing, and bread.

This time on Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk with Tyler Cobbett, a tech industry veteran. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. They share their wins and worse so you can learn with them. Tyler Cobbett started out with IBM in the early 1980s and has had a long career that moved from sales to solutions, eventually focusing on Salesforce consulting. He's now moving into retirement, which presents an opportunity to share what's he's learned and focus on other interests.

On this episode of Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about https://unofficialsf.com/validation-checker-flow-action/, Jewish Levy brothers helping broker early farms in Oxnard, Mexico, Walmart, google translate app, uber, Jon checking an item in his boss's inbox of papers, Erik learning the difference between advising the right answer vs the right way to go. Tools of the trade "Shift" and "OBS". Jon shares about a social group to help navigate, lunch w/ yourself and some quiet car time, activity != progress and Erik talks about his experience with trailhead, superbadges, and toastmasters,

On this episode of Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about Standard Object Dynamic Form Components, Validation Checker Flow, Debugging/Using VS, Big consequences of decoupling and removing VF pages, How a manager changed Jeff's life after Jeff messed up, Clickup for road-map management and learning from "the world of bees" by Rudolf Steiner

On this episode of Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about how avoiding an activation checkbox can make you a hero. Plus we don't know what we don't know, how to make pages load faster, tracking changes in sandboxes, and more. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. They share their wins and worse so you can learn with them. Jon learned about an ‘order on behalf of' feature with Cloud Commerce and Erik learned about sandboxes and tracking changes as well as the super nerdy metadata coverage report—here's how to enable source tracking a deep dive into source tracking. This episode's one small thing that can have big consequences is updating sandboxes. So if a sandbox gets behind production and needs to be refreshed, there's a potential to lose a lot of work with that update if you're not careful. There's a checkbox that offers to automatically activate the sandbox, which seems helpful, but that one little checkbox can have a big impact. You might ask your team if it's OK to update the sandbox and they won't think about it and just give you the nod. But then it catches up and they realize there's something they haven't used in a while but it's super important or took a ton of time. If you used that checkbox, it's too late. But if you uncheck it and start the refresh but activate it manually, then you can still go in and save whatever your team didn't remember the first time. It's a simple way to be the hero.  Extras: Use the Trailhead mobile app for Salesforce training and learning. A simple way to see what is causing a page to load slowly is Network Timeline in Chrome's developer tools. You can do the same thing in Salesforce with debug mode. The more you learn the more you realize you don't know. But when you have an attitude of learning, that just opens the door.  Jon will be speaking at the upcoming CenCal Dreamin' event about CRM adoption and how to get people to actually want to use it.

In this episode of Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about things they've learned like UI Design Tools, 2GP Updates, migration path, SI uses for packaging in addition to ISVs, open source tools. They also discuss the big consequences from the small action of changing a field data type. Erik talks about his exploration into mountain biking and building up endurance and Jon talks about his first pickleball tournament. Jon also discusses his appreciation for all the foster parents who are loving and serving children, since this is foster care awareness month. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. Together, they’re never bored.

In this episode of Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about Erik's trip to Joshua tree, what can happen when you make a field required, and SaaS around physical space and things and making pizza. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. Together, they’re never bored.

In this episode of Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about the unexpected harm caused by deactivating a user. They also get excited about community code, Slack as a culture incubator, biking, SFXD, and a hot tub in the middle of nowhere. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. Together, they’re never bored.

Hello and welcome to Salesforce Trails and Trials where two Salesforce architects and special guests share our wins and woes so you can learn with us. Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. Together, they’re never bored. Request topics or give feedback via @joncline @eyewell . Salesforce does not endorse this unofficial show and any views expressed are the personal views of the speaker. Salesforce and Salesforce.com are trademarks or registered trademarks of Salesforce.com, Inc. or its subsidiaries in Canada, the United States and/or other countries.

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