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Spring 20 Release Overview WizardCast 108 Feb 24, 2020

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Salesforce Spring 20 release is here and is it full of goodness.

We take a quick overview of some of the features we're excited, think are noteworthy, or simply just confuse us. Check out our overview of what's growing in your Salesforce org this Spring

Show Overview 0:00 The Blue Box 1:24 Introduction 2:23 Knock Knock Joke 3:00 Spring 20 3:45 Retiring Features Customizable Forecasting and Territory Management 4:30 Custom settings and Custom Metadata visibility & other Critical Updates 9:20 In-App Guidance Generally Available 11:00 Same Site Cookie 12:25 Opportunity Scores 14:45 Clone Opportunity with related records 16:25 Edit Account Opportunity team related list 16:50Enhanced related list 18:00 Territories on Account Reports and Advance currency management in lex 20:00 Email Threading in Activity Timeline 20:40 Task Queues! 23:10 Hover Case popup 24:00 URL hacks are back in Lightning... kind of 27:50 Einstein Article Recommendation GA 29:45 Report Preview toggled OFF by default 30:27 Filed to Field Filters 30:56 Report Subscriptions as attachment 31:25 Count Unique Values 32:15 New Mobile App & Configuration 33:00 Before Save Flows 34:00 System-Mode Flow 37:20 Outro Thanks intern Susan Thayer 38:55 Back to the Episode!

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Flow with Product Manager Jason Teller and Shannon Hale

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Never Gonna Give Flow Up with Shannon Hale and Jason Teller WizardCast 107 Jan 27, 2020

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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

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Origins of 100 Days of Code with Jessica Murphy WizardCast 106 Jan 14, 2020

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Welcome to the first episode of Season 5 of the WizardCast posted in the year of the hindsight (2020)! New Years is a time for resolutions, and what better way than to resolve to improve our knowledge and skills. 100 days of Trailhead aims to help admins and devs to do just this. Originally, 100 days of Code, the event has morphed to include both Salesforce Admins and Salesforce Devs. Jessica Murphy joins us to share just how 100 days of code came to be and why it's important.

Show Overview

0:00 Unresolved Quandaries 1:43 Introduction 2:43 a Joke only a father can love (by my 4 yr old son Lucian Kwong) 3:52 in Hindsight, Brian didn't choose a good resolution 6:11 Origins of 100 days of Code with Jessica Murphy 11:30 pink color astros 14:00 Don't be a brand be a builder 14:40 why 100 days 18:00 Brian has a good idea (copyright brian kwong 2019) 20:40 Get fit while getting smart (copyright brian kwong 2019) 28:48 Circle of life 30:55 How Jessica Murphy learned how to run 35:36 Outro, Planned for 2020 on the WizardCast, and intern Dave Blank 38:28 Post Outro Links in This Show

100 days of trailhead

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Importance of Customer Service with Dr Natalie Petouhoff WizardCast episode 105 Dec 23, 2019

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Dr. Natalie Petouhoff shares her thoughts on Customer Service. She has a PHD of Engineering from the University of California, Los Angeles. She's a connoisseur of customer service and is passionate about making the world a better place.

Show Overview

0:00 A very Marky-doo mystery (Thanks Jen Bowen and Ben Bolopue) 1:34 Intro 2:34 Hopping Joke. Thanks Christina Nava @ChristinaCNava 3:15 Customer Service with Dr. Natalie Petouhoff 7:00 Personal Branding and Customer Service - keeping your promise 9:10 "At the end of the day we're all people" - Dr. Natalie Petouhoff 10:00 A corrosive story example 16:00 How does this apply to Salesforce Admins? 22:00 Write your own mission statement 29:30 Letters to phones, to computers customer service - History 37:45 How many fortune 500 companies have disappeared from social word of mouth? 40:00 Why are businesses so resistant to good customer service? 43:25 Are you on the bad customer list? 45:00 What do you want the word of mouth about you to say? 47:25 Thanks Gavin McElwee! 50:11 How to find Dr. Natalie PetouhoffDr Natalie Petouhoff 50:30 What's your mission statement? What are you doing on a daily basis? 52:30 Share your mission statement & thoughts on twitter with #CustomerServiceRevolution 53:58 Outro 56:04 Post Outro

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Dr Natalie News

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Dreamforce Awesome Admin Keynote 2019 WizardCast 104 Nov 25, 2019

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We're live at the Awesome Admin keynote at Dreamforce 2019! I'm joined by replacement Mark - John Graf, co-host of Cloudforce Collective podcast. We're asking only the most hard-hitting important questions today. Thank everyone who put up with us including Francis Pindar, Squire Kershner, Alexander Lovell, Marc Baizman, Michael Kolodner, Steve Molis, Corey Snow, Jen Bowen, Charlie Isaacs, Gillian Bruce, Andy Schmiechen, Justice Sikakane, Ben Bolopue, and Leah McGowen-Hare

What's your favorite confetti color?

Show Overview

0:00 Brian Find the Culprit!? 0:49 Introduction 2:03 A Fishy joke from Squire Kershner 2:29 Tom - a better joke? 2:50 John Graf & Brian before the Admin Keynote 3:40 What is your favorite confetti color? 6:50 Einstein Search - No License count restriction! http://sfdc.co/EinsteinSearch 9:05 Zombie Fluxx by Looney Labs https://amzn.to/35wWKlR 10:33 Another off-color joke 14:30 Commercial 14:47 Post keynote break down 17:24 Short word from the editor 17:54 Charlie Isaacs the Unicorn raising money for Merivis Vet 19:10 Gillian Bruce sighting! 25:14 Leah McGowen-Hare 29:38 Outro 32:00 Post Outro

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Dreamforce 2019 Main Keynote Extravaganza WizardCast 103 Nov 20, 2019

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Brian traveled to Dreamforce to find just who really booked Parker Harris. Since he was here, he decided he might as well do a podcast and find out just what people are hoping, expecting, and dreading to hear in this year's main keynote. Then new co-host Ben Polopue joins Brian to share our thoughts on all that happened during the keynote this year.

Show Overview

0:00 Who booked 'em! Dreamforce Edition 1:45 Live pre-keynote interviews 23:11 Pardot vs Marketing Cloud throw down preview Chris Zullo vs Andrea Tarrell 24:01 The culprit has been found! 24:42 A ham joke 24:53 Post-keynote breakdown with Ben Bolopue 44:27 Outro 44:46 Nominate MVP 45:23 Happy birthday Libsyn 46:55 Post Outro

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Midwest Dreamin, Acquisitions, Data Stewards and More with Peter Coffee WizardCast episode 102 Nov 05, 2019

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Peter Coffee, VP of Strategic Research at Salesforce, is a frequent guest on the WizardCast. Peter was nice enough to sit down with Brian during MidWest Dreamin' 2019 in Chicago to talk about a variety of topics.

Plus, we have a mystery on our hands that we must solve. A goal of 20 million trees by 2020 and Brian being part of the AppExchange Street team at Dreamforce 2019 (coming up November 19!) Show Overview 0:00 Who booked 'em! 1:55 Intro 2:56 a sharp joke 3:49 TeamTrees.org 20 million trees by 2020 5:15 Dreamforce plans. Brian is part of the App Street Team 8:14 Peter Coffee LIVE at Midwest Dreamin' 2019 14:15 Secret of the Salesforce core technology 14:54 Why Mulesoft is important 20:10 Why should an Admin from a Small/Medium company care? 23:00 Why Salesforce buying a company is different 27:05 Salesforce Admins and Devs being stewards of change 35:46 What would Peter Coffee recommend we read?

39:30 Closing Interview 40:01 Outro 41:53 Post Outro Links in This Show

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

5 Years of Trailhead with Chris Duarte WizardCast 101 Oct 21, 2019

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Chris Duarte, VP of Trailhead Content at Salesforce, is here to celebrate 5 years of Trailhead! We talk about the last 5 years on Trailhead and what's coming in the future. We talk about everything from the Catter Badge, Admin Certification Study Prep, to the new Marketing Cloud simulation.

Chris was also our first guest and the first -and only - participant of our Salesforce Certification Quiz show. We have her play our updated Salesforce Trailhead Quiz Show and answer a few listener questions.

Show Overview 0:00 Now what will we do? 1:31 Introduction 2:48 Trailblazing Humor 3:24 First Guest Chris Duarte 9:35 What was Trailhead like 5 years ago? 19:55 Over 700 Badges 24:25 Admin Prep Trail & Prep Package 26:30 Marketing Cloud Simulation 32:12 Salesforce Trailhead Quiz Show! 36:35 Chris answers Listeners' Questions 40:10 Thanks to Rachel Watson and Jessica Murphy and Chris Duarte 43:10 Outro 44:50 Post Credits

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

Happy Happy Game Show Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/

Parker Harris Has Arrived! WizardCast Episode 100 Oct 07, 2019

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It has taken us 4 years and 100 episodes. Parker Harris - co-founder of Salesforce, Overseer of Product Strategy, Member of Salesforce Board of Directors - is here on the WizardCast.

We ask Parker a series of questions from why is he where is he today and what is the zaniest story from working at Salesforce. This episode has everything from Jumping Segways to talking about the Pardot Permission outage. Don't miss a very special episode with Parker Harris.

We made a special announcement for this episode be sure to check it out. Show Overview 0:00 Episode 100 Introduction 1:52 the REAL intro 2:53 100th episode without Parker Harris 4:17 Why podcast 100 is interesting. 5:26 Why is Parker Harris where he is today? 8:23 How often does Parker "turn off" work? 12:08 Are there any literary works that influenced you? 13:50 What a typical day look like? 16:25 What is your favorite part of the day or activity? 17:30 How did you get through the doubts starting Salesforce? 19:00 What is your zaniest story of working at salesforce 23:00 Just whose idea was it for Parker to dress up 24:30 How did you know some of your early decisions were the right call? 26:00 A story of agile 27:30 Parker's biggest decision where he felt alone 28:35 When something goes wrong - how do you handle it? 28:45 Pardot Permission Outage story 33:30 The Lightning Round 37:00 Who booked Parker Harris? 39:28 Outro 39:26 Post Outro

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).
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HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Post a tweet!

REVIEW US ON APPLE PODCASTS! Review Us

Support the show!

WizardCast Merchandise Store
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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

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Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

BONUS: A Public Service Announcement about Episode 100 Oct 03, 2019

Show notes

This is an important public service announcement regarding the upcoming episode 100.

Apologies to Bye Bye Birdie and the artist that composed and wrote this song and musical.

Share this Bonus: Click here to post a tweet!

Lyrics

[Brian] Me, interviewing Parker Harris?

[Mark] Parker Harris

[Brian] Us, Brian and Mark recording with

[Mark] Parker Harris

[Both]

Parker, Parker Harris

[Both]

Parker Harris, Parker Harris

We're gonna talk to Parker Harris

How could any podcast be

Half as fortunate as we?

We'll try not to flounder

With our fave co-founder

It's Parker Harris!

[Both]

Parker Harris, Parker Harris

We're gonna talk to Parker Harris

[Brian] I've got a wonderful wife

[Mark] Me too

[Brian] Three swell kids

[Mark] I've only got one

[Brian] A good job

[Mark] Mine's better

[Brian] and now this! Ha ha!

[Both]

Someday we'll recall

The greatest day of all

[Brian]

Parker, we love you!

[Both]

It's Parker Harris!

Parody song based on Hymn for a Sunday Evening (Ed Sullivan) (Paul Lynde, Marijane Maricle, Susan Watson, Johnny Borden) copyright by Lee Adams and Charles Strouse 1960

Parody sung by Brian Kwong and Mark Ross.

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