Podcasts about process builder

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.

- Slack, Slack, Slack e adivinhem, Slack - Salesforce Flow Orchestrator - Dynamic Interaction - Page Section Dynamic - Dynamic Actions - Salesforce e a causa Sustentavel - Salesforce não incentiva mais a utilização de Workflow e Process Builder para automação de processos o/ - Lucid Chart data model Sales e Services - Lucid Chart Icons and Shapes - Lucid Chart Share diretamente no Slack - Product Roadmaps - https://architect.salesforce.com/roadmap Acompanhe as live em https://youtube.com/souforce Siga-nos no Instagram @souforce e também @soublox.oficial Soluções em Salesforce: https://soublox.com Ferramenta Omnichannel para Salesforce: https://chatt2.me Blog: https://souforce.cloud/blog Cursos: https://souforce.cloud/cursos Podcast: https://souforce.cloud/podcast Telegram: https://t.me/souforce

Quer ficar atualizado sobre as últimas notícias e novidades do Ecossistema Salesforce? Não perca esta oportunidade e assista o programa de news da terceira semana de Outubro/2021. _ Gostou do conteúdo? Se inscreva, curta e compartilhe nossas redes sociais para não perder todas as novidades! https://campsite.bio/canalsalesforcebrasil _ ⚡ Oferecimento: Innolevels www.innolevels.com.br Flosum www.flosum.com _ EN: Want to stay on top of the latest news and updates from the Salesforce ecosystem? Don't miss this opportunity and watch the news of the 3rd week of October / 2021. Note: Please turn on the subtitles and machine translations provided by YouTube! _ Quick links falados na News:

Quer ficar atualizado sobre as últimas notícias e novidades do Ecossistema Salesforce? Não perca esta oportunidade e assista o programa de news da segunda semana de Outubro/2021. _ Gostou do conteúdo? Se inscreva, curta e compartilhe nossas redes sociais para não perder todas as novidades! https://campsite.bio/canalsalesforcebrasil _ ⚡ Oferecimento: Innolevels www.innolevels.com.br Flosum www.flosum.com _ EN: Want to stay on top of the latest news and updates from the Salesforce ecosystem? Don't miss this opportunity and watch the news of the 2nd week of October / 2021. Note: Please turn on the subtitles and machine translations provided by YouTube! _ Quick links falados na News:

Wir sind Ohana, und wir freuen uns sehr, dass ihr auch dabei seid. Wir begrüßen euch herzlich zu unserer ersten Folge des neuen Podcasts von der deutschen salesforce Community - für die deutsche salesforce Community. In der ersten Folge sprechen Ankit Taneja (@nkitTaneja), Daniel Stange (@stangomat), Christian Szandor Knapp (@ch_sz_knapp) und Caro Häming (@caroha_do) über das aktuelle Spring '21 Release, coole Quick Wins und mehr: Funktioniert Continuous Integration gut mit Salesforce? Wie hilfreich sind Sandbox Source Tracking, DX und CI Tools und welche Unternehmenskultur passt dazu? Wir sprechen über alte Bekannte wie Process Builder und über die neuen Flow Features und fragen uns: wie mächtig ist das aktuelle Release? Und wenn ihr auch eine Meinung dazu habt, dass die Community Cloud nun Experience Cloud heißt diskutiert gern mit: Twitter @wirsindohana

- O que é Low Code - Existem outras plataformas usando Low Code - Exemplos: Flow Builder, Process Builder, App Builder, Journey Builder - Quais as vantagens para quem usa Low Code - Em qual caso é recomendado que usemos Low Code - A Salesforce ganha alguma coisa recomendando o uso do Low Code? (Não diretamente) - O Low code pode mandar as demandas de Dev? Acompanhe as live em https://youtube.com/souforce Siga-nos no Instagram @souforce Blog: https://souforce.cloud Cursos: https://souforce.cloud/cursos Youtube: https://youtube.com/souforce Telegram: https://t.me/souforce

The role of the Architect Evangelist at Salesforce is to inspire and empower. In general, the architect is the most trusted digital advisor and technical influencer in the ecosystem. Because of this, the person in this role must always be looking for ways to engage with architects. He has to help them understand how to use our products and if they’ll be successful using them. As an Architect Evangelist, Marc leverages his experience with Salesforce to help people learn best practices and make wise decisions with technical architecture. In this episode, we’re talking about the recently developed team and cover some of the team’s early content - especially the very popular Decision Guides.  We also lean on Marc’s lengthy experience dealing with technical debt.   Tune in to learn more about what he does and how he can help you.   Show Highlights: What decision guides are and how they put them out there. How to know if you’re using a Process Builder in the right way. The limitations of a Lightning Web Component. The future of Decision Guides. What technical debt is and the common symptoms of it.   Links Marc on Twitter: @mlbrag Marc on LinkedIn: https://www.linkedin.com/in/marcbraga/ Salesforce Architects LinkedIn profile: https://www.linkedin.com/showcase/salesforce-architects/ Salesforce Architects Blog: https://medium.com/salesforce-architects Architect Decision Guides Post: https://medium.com/salesforce-architects/introducing-architect-decision-guides-609ae5d7b5da Tech Debt Webinar Recording: http://salesforce.vidyard.com/watch/nhSDFZB7RmxUTNdSQq4sEp Tech Debt Webinar PDF: https://org62.my.salesforce.com/sfc/p/000000000062/a/0M000000QpLL/YlKxYEEvSMxcT0fxLzPF.HxVRF3Gnw5XV_KXY_2IbA8   *** EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment. He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world. Find out more at https://emeraldcitypro.com 

- O Sonho de todo admin/dev é pegar uma Org zerada, mas nem sempre é assim - Primeiramente entender BEM o processo da empresa. - Como estudar uma Org que ja tem itens customizados - Quantas licenças e quais tipos a Org tem (Tamanho da Org) - Company Information (Principalmente a parte de Limites) - Aplicativos usados na Org (Quais guias estão sendo usadas) - Object Manager (Quais/Quantos objetos temos customizados na Org) - Schema Builder (Podemos ver tanto os objetos quanto os relacionamentos que temos entre eles e quais tipos) - Campos dos objetos (Ao menos quais campos são obrigatórios) - Layout - Record Type - Regras de validação - Processos de automação que estão sendo usados (Process Builder, Worflow, Flow, Approval Process) - Dar uma olhada nas Triggers (Quantas tem e entender oq ela faz) - Processos Agendados (Batch, Reports) - Funções customizadas em código - Não tente entender tudo em 1 dia, é um processo que leva tempo. - Entendendo tudo isso, podemos dizer que você consegue construir coisas sem nenhum problema. (Se der problema, você resolve facinho rs) Acompanhe as live de segunda a sexta às 21:41 em https://youtube.com/souforce Siga-nos no Instagram @iFernandoSousa & @Anellinv & @souforce Blog: https://souforce.cloud Cursos: https://souforce.cloud/cursos Youtube: https://youtube.com/souforce Telegram: https://t.me/souforce

#161 - Process Automation - Transmitido ao vivo no Instagram em 24/02/2020 1) Por que automatizar? 2) Quando usar Workflow 3) Quando usar Process Builder 4) Quando usar Processo de Aprovação 5) Quando usar Flow 6) Quando usar APEX para automatizar Acompanhe as live de segunda a sexta às 21:41, saiba mais em https://souforce.cloud/lives Siga-nos no Instagram @iFernandoSousa & @Anellinv Blog: https://souforce.cloud Cursos: https://cursos.souforce.cloud Youtube: https://youtube.com/souforce

#155 - Paradigma MVC - Transmitido ao vivo no Instagram em 14/02/2020. - O que é MVC - Pode ser aplicado para toda linguagem de programação - Um paradigma que assusta muitos developers - Model (Data storage) - Objects and Fields - View (User Interface) - Standard Page, Page Layout, Visualforce, Lightning Components, Console Layouts, Mini Page Layouts - Controller (Application Logic) - Apex, Triggers (Workflows, Validation Rules, Process Builder, Flow) Acompanhe as live de segunda a sexta às 21:41, saiba mais em https://souforce.cloud/lives Siga-nos no Instagram @iFernandoSousa & @Anellinv Blog: https://souforce.cloud Cursos: https://cursos.souforce.cloud Youtube: https://youtube.com/souforce

#191 - 7 coisas que podemos fazer com Flow mas não com Process Builder - Transmitido ao vivo em 08/04/2020. O que é o Lightning Flow? 1) Criar telas de interação com o usuário 2) Atualizar registros não relacionados ao registro que iniciou o processo 3) Interagir com arquivos (Upload) 4) Usar variáveis e grandes quantidades de dados para interagir com eles 5) Deixar um flow em pausa 6) Exigir uma mensagem quando o usuário fizer o login no Salesforce 7) Criar um processo deTwo Factor Authentication de forma customizada Acompanhe as live de segunda a sexta às 21:41, saiba mais em https://souforce.cloud/lives Siga-nos no Instagram @iFernandoSousa & @Anellinv Blog: https://souforce.cloud Cursos: https://cursos.souforce.cloud Youtube: https://youtube.com/souforce

#190 - 10 coisas que podemos fazer com um Process Builder - Transmitido ao vivo em 07/04/2020. - O que é o Process Builder? 1) Criar um novo registro 2) Atualizar um registro - o Próprio registro - Relacionado 3) Executar um Flow 4) Executar uma Quick Action 5) Postar no Chatter 6) Submeter um registro para um processo de aprovação 7) Enviar um email 8) Chamar um código APEX 9) Interagir com o Quip (Criar pastas, documentos, anexar documentos a registros) 10) Enviar push notification para desktop e celulares Acompanhe as live de segunda a sexta às 21:41, saiba mais em https://souforce.cloud/lives Siga-nos no Instagram @iFernandoSousa & @Anellinv Blog: https://souforce.cloud Cursos: https://cursos.souforce.cloud Youtube: https://youtube.com/souforce

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast It's no secret that Mark and Brian love Salesforce Flow. This episode we are joined by two great Senior Directors of Product Management of Flow at Salesforce! Shannon Hale and Jason Teller share some of the upcoming features in Spring '20 release and where they see the Flow going in the future.   Show Overview 0:00 The SF-Files 1:43 Introduction 3:20 The SF-Files Continued 3:45 Rhetorical Joke 5:48 Senior Director Product Management - Flow at Salesforce, Jason Teller and Shannon Hale 7:40 A Jason Teller Theme song query 12:50 Favorite upcoming Flow feature 16:15 The flow puns. OH MY the Flow Puns 17:15 Importance of before save 21:00 70% are field updates on triggering record 21:18 Chris Peterson's precious APEX has been booted down the priority list 24:16 Process Builder in lightning flow? 30:00 Does anyone have the old Desktop Flow Builder (Swing Builder)?  32:43 Flow Team stole camera time from release readiness live. This time they get their own section! 38:50 Flow Templates 44:16 Mark wants Flow to be snappy 46:44 What else is Flow-oming (upcoming in Flow) 50:05 1 thing Jason & Shannon would like everyone to know 1:01:20 Outro 1:03:13 Post Outro Links in This Show Salesforce Automation - Trailhead Community Group Unofficialsf.com Shannon Hale Code Live! And other live episodes Flow Release Readiness Live 11:45 am - 1:00 pm pst Release Readiness Trailblazer Trailhead Community Group Shannon Hale Theme Song FEEDBACK You can ask your questions, make comments, bad jokes, and your requests! Contact Us via Website https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email wizardcast@thewizardnews.com HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Click here to post a tweet!> NEW!Amazon Alexa Skill - NEW! REVIEW US ON APPLE PODCASTS! Review Us Support the show! WizardCast Merchandise Store Shop On Amazon Libsyn podcast hosting:  Get a free month with promo code: podmagic Other Ways To Support Participate In The Show! Share an IdeaExchange idea for our Ideas Highlight episodes! http://bit.ly/ideahighlight Share a question for Parker Harris http://bit.ly/parkerquestions Ways to subscribe to The WizardCast Click to Subscribe via iTunes/Apple Podcasts Click to Subscribe via Google Podcast App Click to Subscribe via Stitcher Subscribe via RSS music https://freesound.org/ Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

#37 - Process Builder - Transmitido ao vivo no Instagram em 15/08/2019. - Oque é o Process Builder - O que podemos fazer - Invocar classes APEX - Invocar um Flow - Invocar processos de Aprovação - Fazer Posts no Chatter - Criar Registros - Enviar Emails - Alterar registro - Invocar Quick Actions - Exibir Notificações - Integração com Quip - Invocando ações futuras - Limitações do process builder #Souforce, #Salesforce, #SalesforceBrasil, #SalesforceAdmin, #Trailblazer #SalesforceDeveloper, #SalesforceDevelopers, #ProcessBuilder Acompanhe, live de segunda a sexta às 21:41 no instagram mais perto de você @iFernandoSousa & @Anellinv Visite nosso blog: https://souforce.cloud Cursos online: https://cursos.souforce.cloud Acompanhe em vídeo no youtube http://bit.ly/souforceYoutube

Existen muchas herramientas que pueden ayudar al despacho profesional a automatizar las tareas. Zapier, Servicenow, Helpsystem (automate), Process Builder de los CRM... y muchas más. Es necesario que veáis como funcionan, qué cosas pueden hacer, sus ventajas y las tendencias del mercado. En un futuro será necesario la figura de ese informático especializado en configurar las automatizaciones correspondientes.

Salesforce Winter '20 Release is nearly out! Some orgs have already received the new release on September 20. The majority of customers are getting the new update October 12. This is one big update with over 500 pages of release notes. That's a lot to read, so we read the release notes for you!  This is definitely not everything, but we pull our highlights for the Winter '20 release into this podcast. Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Share this episode on Twitter Show Overview 0:00 A new Podcast? 1:33 Intro 2:34 Joke 5:40 Lighting Enabled for Everyone link 7:00 Once enabled LEX is permanently on link 7:12 User Default will be LEX for new users created after LEX is enabled link 7:55 Actions & Buttons Tab - Move from Classic to LEX actions link 9:55 Hard Coded URL tool link 11:13 Recycle Bin finally in LEX link 11:55 SEARCH link 12:10 New mobile app! link 15:55 Show or hide record page components by device link 16:20 Specify lightning apps for desktop vs mobile or both link 17:25 Add Tabs and Accordions to Home Pages link 18:00 Customize Opportunity Contact (Custom fields, buttons, links, page layouts. TRIGGERS and validation rules) link 18:31 Customize Account Teams (Fields, buttons, links, TRIGGERS, process builder, WFR) link 19:07 Add Signature to email templates link 19:30 Quote lines in any order link 20:10 Archived Activities now show up in LEX. Up to 2,000 activities, including archived activities, are visible in the activity timeline and the Activity History related list. link 21:30 Set each field’s compliance categorization link 22:15 also reports link 22:25 Price Book Entries support Field history tracking & audit trails link 23:15 Path - Clear unused from Managed Package. Remove it f from indexes and subsequent updates & quotas link 24:38 Customizable Forecast is gone as of Summer ’20 ETA June 2020. Data won’t be accessible! Export the data and move to Collaborative forecasts link 25:25 Opp Products can now have a default quantity of 1 link 26:30 Opportunity Products “Multi-Line Edit” now supports Dependent Picklists. Previously, they were visible but not editable. link 27:00 Account Sharing button in LEX link 27:47 Topics are in Lightning and maybe useful now? link 28:50 Apps get dedicated URLs link 29:50 Security Notices for Admins with leveling and a centralized hub link 32:39 Approval Process Limits: your org can now have up to 1,000 active and 2,000 total approval processes. Each object can have up to 300 active and 500 total approval processes. link 33:20 Even more Custom Objects! raised the total hard limit for custom objects in an org to 3,000 (up from 2,500 in the previous release) so that you can install more custom objects from packages. link 33:50 Where is this field Used (GA )Validation rule, Layout, Formula field, Visualforce page,Apex class,Apex trigger,Email template (Salesforce Classic, text based),Field set,Flow (query),Lightning component markup (attr),Process Builder (criteria),URL button (formula),Lightning page (related list single),Lookup filter (lookup and master detail),Reports (column) link 35:57 AppExchange Usage Summaries See How your org is using AppExchange link 37:10 DATEVALUE() formula respects daylight savings time. “Enabling can increase the compiled size of existing formulas that contain the DateValue function.” Enabled from Company information under “ Locale Settings” Recommendation is to enable in sandbox and check all your formulas using DateValue() link 39:20 FLOW Add LWC to Flow Screens link Schedule an Autolaunched flow (cron job!) link Configure Screens and Get Records Elements without variables link LOOKUP COMPONENT OMFG link Conditional visibility within flow screens link Send custom notifications from flow link Use Rich Text in text templates link Drag selection (also better panning and longer element labels) link Activate your flow without leaving flow builder link Flows built in desktop flow designer no longer run link Process Builder can subscribe to Flow Error events link Flows get full list views link Profiles and permission sets can grant access to flows link Independent and configurable flow test coverage requirements link 54:30 Require verification when community users’ change email address link 55:25 Require that users have a high-assurance session level before accessing certain Setup pages or objects. (Think 2 factor) link 56:50 CRITICAL UPDATES! Route My Domains Through Salesforce Edge “Salesforce Edge uses machine-learning technology to improve connectivity and performance” auto-activate it on July 13, 2020 link TLS 1.2 link Enable ICU Locale Formats adopting the International Components for Unicode (ICU) formats for dates and times. link Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile more control over which guest or portal users can access Apex classes containing @AuraEnabled methods. link Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile link Use with sharing for @AuraEnabled Apex Controllers with Implicit Sharing link Enforce Access Modifiers on Apex Properties in Lightning Component Markup link Enable Partial Save for Invocable Actions link 1:03:47 Closing out 1:06:39 Post Outro Links in This Show NONE! Look above to links to the release notes FEEDBACK You can ask your questions, make comments, bad jokes, and your requests! Contact Us via Website https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email wizardcast@thewizardnews.com HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Click here to post a tweet!  NEW!Amazon Alexa Skill - NEW! REVIEW US ON APPLE PODCASTS! Review Us Support the show! WizardCast Merchandise Store Shop On Amazon Libsyn podcast hosting:  Get a free month with promo code: podmagic Other Ways To Support   Participate In The Show! Share an IdeaExchange idea for our Ideas Highlight episodes! http://bit.ly/ideahighlight Share a question for Parker Harris http://bit.ly/parkerquestions Ways to subscribe to The WizardCast Click to Subscribe via iTunes/Apple Podcasts Click to Subscribe via Google Podcast App Click to Subscribe via Stitcher Subscribe via RSS   Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!  

Process Builder vs Trigger - Oque faz um Process Builder? - Oque faz uma trigger? - Process Builder (Prós e contras) - Trigger (Prós e contras) - Quando usar Process Builder - Quando usar uma Trigger - Devo priorizar algum deles? Acompanhe, live de segunda a sexta às 21:41 no instagram mais perto de você @iFernandoSousa (https://instagram.com/ifernandosousa) Visite nosso blog https://souforce.cloud #SalesforceBrasil #Salesforce #SalesforceDeveloper #SalesforceAdmin #Souforce #Trailhead #Trailblazer #ProcessBuilder #Trigger #Apex #PointAndClick

Sou DEV, vale a pena fazer certificação de admin? - O que um Desenvolvedor Salesforce faz? - O que um Administrador Salesforce faz? - Point in Click (Formula, Process Builder, Workflow, New Flow Builder) vs Code - Dev deve saber o que não codificar - Admin saber o que usar point in click - Dev deve conhecer as configurações básicas da plataforma (Fiscal Year) - Outras certificações Acompanhe, live de segunda a sexta às 21:41 no instagram mais perto de você @iFernandoSousa (https://instagram.com/ifernandosousa) Visite nosso blog https://souforce.cloud #SalesforceBrasil #Salesforce #SalesforceDeveloper #SalesforceAdmin #Souforce #Trailhead #Trailblazer #SalesforceCertified #Certificacao

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Salesforce Summer 19 release is nearly upon us! As always, Mark and Brian dive in to go over some of the features they're excited for... and ones we're not all that excited for.  From Lightning Experience improvements, reports and dashboards, to the all important Critical updates, we go through the long list of 429 pages of release notes so you don't have to! Although, you really should. Show Overview 0:00 Disaster "plan" 02:11 Joke 03:50 Introducing Salesforce Summer 19 release 05:00 Mark hasn't read the release notes 07:50 "Free" Surveys 14:30 Chrome Popup Blocker Message Troubleshoot issues with Firefox 22:28 Account Partners and Opportunity Partners in Lightning 27:50 Reports and Dashboard updates 34:00 Jen Lee Jumps up and down for Custom Metadata in Process Builder 39:09 THANK YOU SHANNON HALE, Duplicate Elements, Undo buttons in Flow Builder 49:50 Beta and Pilots 52:30 Row leve formulas in reports! Beta 58:49 CRITICAL Updates & Retiring features 1:04:00 Video of Undetermined Amount of Time Until the Next One. Trailshred 01:07:00 Post Credits 01:08:00 Links in This Show Troubleshoot issues with Firefox Salesforce Summer 19 Release Readiness LIVE! Trailshred FEEDBACK You can ask your questions, make comments, bad jokes, and your requests! Contact Us via Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email wizardcast@thewizardnews.com HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Click here to post a tweet! https://ctt.ec/23f7u NEW!Amazon Alexa Skill - NEW! REVIEW US ON APPLE PODCASTS! Review Us Support the show! WizardCast Merchandise Store Shop On Amazon Libsyn podcast hosting:  Get a free month with promo code: podmagic Other Ways To Support Participate In The Show! Share an IdeaExchange idea for our Ideas Highlight episodes! http://bit.ly/ideahighlight Share a question for Parker Harris http://bit.ly/parkerquestions Ways to subscribe to The WizardCast Click to Subscribe via iTunes/Apple Podcasts Click to Subscribe via Google Podcast App Click to Subscribe via Stitcher Subscribe via RSS Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk  

Brian Kwong and Mark Ross talk to Salesforce Trailblazer Carlos Siqueira. Carlos is an immigrant from Brazil and Salesforce MVP Carlos has over 200 Trailhead badges and 4 certifications. He's fluent in English, Spanish and Portuguese. Join us as we talk about Carlos' journey from Mainframes to Salesforce, Salesforce Lightning Field Service, and MVP Office Hours Portuguese. We also chat about Peter Coffee's tweet regarding caffeine and tell a really bad joke from listener Lorna O'Callaghan.  Show Overview 00:00 Last Time on The WizardCast 01:54 Introduction 02:59 Dental Joke: https://twitter.com/lornaocall/status/966897430477197317 03:44 Belated Pi Day but Tau is twice as good 04:12 Happy Saint Molis Day WizardCast Saint Molis day Episode 22 05:40 Was Mark Funny? Tweet and let us know! @Wizardcast_pod 06:20 coffee Break - Caffeine https://twitter.com/petercoffee/status/972875105431883781 Article: https://boingboing.net/2015/02/18/caffeine-can-really-mess-with.html 13:05 Libsyn Promo, free month for podcast hosting with promocode: podmagic 13:58 Introducing Carlos Siqueira 15:25 From end user to MVP in 19 months 22:15 Journey to Salesforce 28:12 Why Carlos left Brazil. To be a famous singer 31:35 How he became and MVP 34:30 Process Builder for custom field history 37:10 Failing the first certification and Carlos' response 39:00 Giving back 39:44 Translating for Portuguese 43:39 MVP Office Portuguese https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0000001zic https://twitter.com/MVPOHPortugues 48:50 Field Service Lightning Certification 55:00 Carlos' advice: Have Faith, Work Hard, Don't give up hope 1:00:07 What 1 question would Carlos ask Parker Harris? 1:02:00 How to contact Carlos  Twitter: https://twitter.com/akaCarioca Linkedin: https://www.linkedin.com/in/csiqueira/ Trailblazer Community: https://success.salesforce.com/_ui/core/userprofile/UserProfilePage?u=0053000000CSisTAAT&fId=0D53A00003TvRE9SAN&tab=sfdc.ProfilePlatformFeed 1:03:00 Closing Credit with Robin Dupre intern (https://twitter.com/robindupre) 1:04:30 Closing Music 1:05:00 Post Music Gag Links mentioned in the show Listener Joke submission from Lorna O'Callaghan WizardCast Saint Molis day Episode 22 Peter Coffe Break tweet Trailblazer MVP Office Hours Portuguese group @MVPOHPortugues Trailhead for Lightning Field Service HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Click here to post a tweet! https://ctt.ec/23f7u Ways to subscribe to The WizardCast Click to Subscribe via iTunes/Apple Podcasts Click to Subscribe via Stitcher Subscribe via RSS Participate In The Show! Share an IdeaExchange idea for our Ideas Highlight episodes! http://bit.ly/ideahighlight Share a question for Parker Harris http://bit.ly/parkerquestions FEEDBACK You can ask your questions, make comments, bad jokes, and your requests! Contact Us via Website Leave of Voicemail 608 492 0321 Email wizardcast@thewizardnews.com Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk  

In this episode, our guest Shaun Holmes shares with us what to expect at SurfForce '17 - The community event with a twist. We also discuss some frustrations with how Process Builder and code interact. Surfforce '17 Twitter: Shaun Holmes

In this episode, we discuss poorly written Process Builder processes, team dynamics, exception handling performance, and answer questions from members of the Good Day, Sir! Community. Good Day, Sir! Community Illuminated Cloud - Salesforce IDE   

in this episode, we discuss Microsoft, Wipro acquiring Appirio, IoT devices hacked for DDoS attack, Quip, Oracle's NetSuite acquisition, Benioff walking away from Twitter acquisition, and Process Builder errors.Microsoft's Salesforce-killer product is selling wellHow your DVR was hijacked to help epic cyberattackSteve Ballmer didn't want Microsoft to buy Salesforce: 'Never, ever, ever'Developers Currently Developing in the Cloud Rises to 5.4M – up 375% since 2009Developer Forum - Process Builder Error HandlingMarc Benioff had a stake in Quip before Salesforce bought it for $750 millionAs Oracle’s Offer Flounders, What’s Next for NetSuite?How LinkedIn Defused Protest Over Microsoft Deal

Episode 003 gets at the heart of business processes; automation. Service processes need as much or more automation than any other part of the business so this time we talk about workflow that goes beyond the Workflow Rules, Visual Flow, Process Builder, Escalation Rules, Routing Rules, and Auto Response Rules you know of today in Service Cloud. We talk about ManyWho; a product that can go beyond all those tools you’ve used before and put them in a single interface and automate anything from finding your caller easier to collaborative web forms that not only allow collaboration with customers, but collaboration with other parts of your company using co-editing and co-browsing. It’s like Google Docs for Salesforce records. To learn more about ManyWho, Jeff and Cheryl interview Steve Wood, the CEO at ManyWho; a Salesforce Ventures backed company.    This episode is sponsored by NewVoiceMedia. Handle all channels of customer inquiries using one tool built fully on Salesforce with NewVoiceMedia. Visit http://newvoicemedia.com for a demo today   Topics and Links Help Nana Gregg  - Gregg Family Relief Informavores - 2006 website | CrunchBase Process has been key to Steve for years Making Process Flow a first class citizen ManyWho makes Salesforce a Business Process Management (BPM) platform Delivering workflow in the cloud makes ManyWho different from Pega and Appian YouTube channel for ManyWho YouTube demo of ManyWho - Simple Call Guides with ManyWho YouTube demo of ManyWho - BPM and Dynamic Case Management in Service Cloud YouTube demo of ManyWho - Using Twilio with ManyWho to Drive Calls Schema Builder - Came out under Steve’s watch at Salesforce with the great work of Shannon Hale Service Cloud process examples Call guidance Multi-step processes that aren’t always linear Real time approval processes Real time Chatter Real time multi-user Salesforce Ventures Pega Can’t but Salesforce + ManyWho Can Google Docs vs WordPerfect ManyWho can work for a company with 2 users up to enterprise levels No governor limits with ManyWho AWS allows them to elastically scale 1,500 processes being run all the time at Blue Cross Blue Shield Stick with Salesforce for your most complex processes without Apex using ManyWho Contact ManyWho for a demo First virtual hug delivered to a guest from Cheryl for all Steve has done     Jeff Grosse and Cheryl Feldman The Case Closed Podcast Follow Jeff @CRMFYI Follow Cheryl @CherFeldman Like us on Facebook https://www.facebook.com/caseclosedpodcast/   Subscribe to Podcast in iTunes

In this episode we discuss converting lead child objects using the Process Builder, Salesforce's purchase of Toopher, Zoho CEO's comments on venture-fueled cloud bubbles, and out first impressions of Salesforce Wave / Analytics Cloud.Salesforce buys mobile 2-factor authentication start-up, adds its tools to cloud platformZoho CEO: cloud’s in a bubble, Salesforce is the new SiebelSalesforce Analytics Cloud Documentation

Show Note: https://thewizardnews.com/2015/04/06/wizardcast-episode-ii-attack-of-the-cloned-records/ Welcome to the second full episode of WizardCast! We start off with a Salesforce joke from Nathan Lipke. You'll be happy to hear that it does live up to the high standards we've set so far. This is a jammed packed full episode with tips, Yo! Wiz!, an interview and a Salesforce Video. So stay awhile and listen. Salseforce Tip Our tip this episode we talk about a method for managing all those cloned data records that users may create. When you clone a record, all values in all fields get copied over. This includes fields not on the page layout - for example the approval process fields. Mark talks about how you can save yourself the headache of having many cloned records with bad data. You can see a whole write up about this tip over on Mark's blog: http://salesforceyoda.com/2015/04/08/i-wanna-flow-clone/ Yo! Wiz! We received a very interesting submission for our audio cue. It was sent anonymously, so if you shared, please let us know so we can properly credit you! In our segment "Yo! Wiz!" we answer a question from  Steve Richardson from Fusion Risk Management. Steve asks us "What is the right way to setup Process Builder to trigger an action from an object when a roll-up summary field changes on that object?" Well Steve, we have some good news and bad news. Interview: Chris Duarte - Salesforce, Managing Editor for Trailhead This is our first interview in a series we're calling "Career Chatter"  There are so many different careers and jobs that involve Salesforce beyond being and administrator or a developer. We're going to explore some of these options be it working at salesforce.com, a partner, or one of the many other areas that involve Salesforce is some form. Chris Durate was nice enough to be our first victim, I mean guest for this series. She's the Managing Editor for Trailhead at salesforce.com. She talks about what led her to joining salesforce.com and specifically what she did to become the Managing Editor. We also talk about what exactly is Trailhead and whether this is really a secret attempt to create an army of Salesforce Scouts. We end our interview by trying out a new segment: The Salesforce Certification Quiz Show! In this quiz show, we ask series of Salesforce-ish questions that all have Salesforce related answers. Winners receive a special "I survived the WizardCast" certificate of excellence. Salesforce Video of the *Undetermined Amount of Time Until the Next One* Our Salesforce video comes from Shane McLaughlin and it curiously also stars a Shane McLaughlin. Mark and I are both astounded at this uncanny coincidence. It is quite obvious we abhor self promotion on this podcast and know none of our great listeners would shamelessly self-promote themselves with our podcast. Shane's video is a love ballad to the Lightning Process Builder. https://www.youtube.com/watch?v=nxY0qUuYn6g Feedback We'll love to hear from you folks. What are you enjoying? Do you like the quiz show idea? Want something different? Let us know! You can leave feedback either as a comment to this post or click "Contact WizardCast" on the right.   Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0   Introduction & Ending provided by  "Music by JewelBeat" Sound Effects & Gameshow music from http://www.freesfx.co.uk

In this episode we discuss getting rid of javascript (April Fools?), Salesforce.com's deferred revenue numbers (again), quotes from Larry Ellison on Salesforce and Workday, and Process Builder.Intent to deprecate and remove: JavaScriptDon't Be Fooled by salesforce.com's Deferred RevenueVintage Ellison Sends Barbs To Both Salesforce And WorkdayProcess Builder Winter '15 (Beta) DocumentationSpring 15' Release NotesInvocable MethodsProcess Builder Limits