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Salesforce Winter 20 Release WizardCast Episode 99 Sep 24, 2019

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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!

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Announcing Einstein Search with Alexander Lovell WizardCast Episode 98 Sep 19, 2019

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Alexander Lovell announces Einstein Search coming to Salesforce in the Winter '20 release! Alexander is the Director of Product Management for Salesforce Search.

Einstein Search brings a lot of new functionality and improvements in global search in Salesforce. Search results are faster, provides more information, and supports "Natural Language." Think searching for "My opportunities this quarter" and getting proper results without creating a list view.

Einstein Search is also the first free Einstein feature released in Salesforce. It is in beta with some restrictions in Winter '20. Alexander shares what those restrictions are and what the expectation is for making Einstein Search generally available. Show Overview 0:00 A Mascot guest for episode 100? 2:14 A searching joke 2:24 Alexander Lovell - Amazing Search 3:23 What does Product Management of Search mean? 5:20 Booleans, Keyboard short cuts 7:00 Einstein Search 13:00 Einstein Search Beta Restrictions 15:45 What changes with Einstein Search 16:20 8 seconds to load a search and now it's 3 seconds 19:30 When will Einstein Search be Generally Available 23:00 Is Einstein search available in Classic? 26:30 Does Einstein Search cost more? 27:05 Potential exceptions to the license restriction 28:30 What is next after Einstein Search? 37:00 How to contact Alexander Lovell SearchPm@salesforce.com 40:00 Outro 41:54 Post Outro

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Reimagined Salesforce IdeaExchange with Jennifer Sacks and Scott Allan WizardCast episode 97 Sep 09, 2019

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In 2018, Steve Molis posted an Idea which sparked a loud outcry of agreement from the community. Salesforce simply was not doing a good enough job with the IdeaExchange and communication.

A year later, Jennifer Sacks and Scott Allan from Salesforce have been traveling the world gathering feedback on the start of reimaging the IdeaExchange. To start, you can now prioritize the ideas you want to have Salesforce work on in each release. Better communication, updated technology, and improved internal processes are all part of the reimaging of the IdeaExchange.

Prioritization is open RIGHT NOW from September 9, 2019 thru September 22, 2019. So go and put your 2 cents in!

Show Overview 0:00 Artificial Intelligence for the Win! 1:45 Intro 2:47 Waist of a joke 3:08 Salesforce acquires ClickSoftware 5:00 Jennifer Sacks & Scott Allan - Salesforce on the IdeaExchange 5:41 What is the IdeaExchange 10:40 IdeaExchange Roadshow 13:40 Jennifer promises Steve Molis some Pliny beer 19:31 "We want to strive to make people mad for a short period of time" Jennifer Sacks 21:45 Jennifer's favorite idea of all time 24:50 What's changing right now? 37:20 Changes in the short term 38:39 Prioritization round RIGHT NOW until Sept. 22, 2019 42:36 IdeaExchange at Events coming up. London User Group Sept 17, 2019 . North Africa Dreamin Oct 19,2019 47:50 Submit a question for Parker Harris! 50:05 Scott listened to the WizardCast to prep for his Salesforce interview 51:59 Submit an idea for the next IdeaExchange highlight! 53:00 Outro 54:59 Post Outro

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A Pod for Pardot with Andrea Tarrell WizardCast Episode 96 Aug 27, 2019

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Marketing automation has been a growing in popularity over the years. Salesforce has two platforms, Marketing Cloud and Pardot. What's the difference? What can you do with Pardot? Andrea Tarrell from Sercante answers these questions and more.

0:00 No Bears were harmed in the recording of this episode 1:14 Intro 2:44 Bearly a joke 3:24 Anderea Tarrell - Spot for Pardot 4:45 Andrea Tarrell vs Chris Zullo ... Fight! 13:10 Twitter Fights 16:05 Cool Example of Marketing email 19:20 Hmmm Cookies 22:06 Pardot Resource beyond the documentation 26:42 why is it "pardot" 34:50 Craziest, coolest use case with Pardot (Cirrus Insight) 38:25 If Andrea could ask Parker Harris a question... 46:00 Outro 47:56 Post Outro

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Chris Zullo versus Andrea Tarrell

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Campfire Stories and IT Leadership with Justice Sikakane WizardCast 95 Aug 12, 2019

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What it like to be an IT Leader in the day of Salesforce? What is the Campfire Stories podcast? Our guest really does the WizardCast Justice... Justice Sikakane, Co-Host of the Campfire Stories podcast and IT leader at Hennepin Theatre Trust joins us to talk about his podcast and what's it like being an IT Leader in today's Salesforce world. Show Overview 0:00 Mark goes mad with power 1:31 Intro 2:32 Joke? 03:14 EXTREME Justice (Sikakane) - Campfire Stories & Modern IT Leadership 08:02 Justice's favorite trailhead badge 17:00 Vala Afshar 20:45 Justice's dream guest 23:23 Gif squad or Gif squad 27:35 Emojii in business email 31:39 What Gif would be used for Campfire Stories podcast? 34:01 Being an IT Leaders, what does it mean today with Salesforce responsibilities? 38:10 How does Justice know he's doing his job 47:52 Justice ends the interview 49:00 Outro 51:03 Post Credits Links in This Show

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Salesforce community groups 1000 strong and Growing with Sofia Rodriguez WizardCast 94 Jul 23, 2019

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Salesforce Community Groups, or User Groups, hit 1,000 groups recently. There are groups spread across 38 countries there to support Salesforce customers. Sofia Rodriguez is the Community Manager at Salesforce and shares details on how to find a community group or create a new one in a city near you. Show Overview 0:00 No dogs or chickens were hurt in the recording of this episode 1:52 Intro 2:52 Joke 3:54 Community Management and 1000+ Salesforce Community Groups with Sofia Rodriguez 12:05 Hi Squire 20:00 Find a community group near you 20:27 Start your own community group 23:15 Community Group History - 2006 30:30 Holly on the lam 32:00 Different Trailblazer programs: MVP, Community Group, Student, Trailblazer connect, answers & collaboration groups 33:18 Sofia joined because of the great community 40:15 If Sofia could ask 1 question to Parker Harris... 42:35 Reach out Sofia trailblazercommunity@salesforce.com 43:22 Closing Credits & Outro 43:35 Post Credits

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Fun Fundraising with Siebren Bakker of Fragforce WizardCast Episode 93 Jul 08, 2019

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Salesforce gives employees paid volunteer hours for charity work. A group of employees banded together to play games to raise funds for Extra-Life. Their first event raised 7,000 dollars. Meet Fragforce with Nerd-n-Chief Siebren Bakker sharing how Fragforce raises money and how the community can participate. Show Overview 2:32 shellfish joke Thanks John Reed 3:23 Siebren Bakker joins to share about Fragforce, a group created within Salesforce that raises money for charity by playing games and holding events. Their first event raised 7,000 dollars. 15:10 Mark's phone alarm goes off again. 2 episodes in a row. We're professionals. Plus Fragforce Discord 22:00 Outro 24:22 Outtakes

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Partners in Salesforce with Garry Polmateer WizardCast Episode 92 Jun 24, 2019

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What is a Salesforce Partner? What types of partners exist? Do you want to be a Salesforce Partner? What should you expect if you're thinking of hiring a Salesforce Partner? Garry Polmateer, CEO of Red Argyle, shares his thoughts from over 20 years of IT experience. Show Overview 1:10 Guest Garry Polmateer is the CEO of Red Argyle, one of the original Salesforce MVPs, and is currently in the MVP Hall of Fame. He joins to talk about partnership specifically Salesforce Partners. 11:40 Entrepreneurial Organization(EO) 20:09 Mark's phone goes off while Garry talks about concentration of consulting partners 23:50 Brian shows off his terrible interviewing skills with 20 questions in 1 32:00 Talk with more than one partner to find the right fit for you 36:50 How much should I plan to spend with a partner? 48:00 What should you epect for communication from a partner? 54:11 Playing Garry off the podcast stage 57:06 Salesforce purchase's Tableau 1:01:35 Dungeons and Dragons to support Extra Life, Children's Miracle Hospitals Friday 3:00 PM or Sunday 8:30 PM Central Time 1:03:30 Joke 1:05:49 Last Time on the WizardCast 1:07:10 Outro 1:09:00 Post Credits Links in This Show

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Salesforce Summer 19 Release WizardCast Overview Episode 91 Jun 10, 2019

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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

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Quips on Quip Automation with Arnab Bose WizardCast Episode 90 May 20, 2019

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Salesforce is buying yet another company! Then we dive into Salesforce Quip automation with Product Manager Arnab Bose. What is Quip? What kind of automation can you do with a document? Why would I want to do this? Guess you just have to listen.

Show Overview 0:00 Disaster Incoming 2:59 Joke of the episode submitted by Andy Hayworth 4:24 Salesforce acquiring Bonobo 06:14 A formal retraction 06:43 Quiping about Quip Automation with Arnab Bose 8:30 What is quip 18:51 Automation Examples in Quip 25:50 Quip Live Apps 29:00 Salesforce Account Planning 46:00 Salesforce Easter Eggs? 47:30 Quip Releases are more frequent than Salesforce 52:50 How to share feedback with Arnab Bose 55:30 Outro 58:30 Post Credits

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