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Salesforce.org, Community Sprints and T-Rex Oh My! WizardCast 89 May 01, 2019

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Do you work for a non-profit? Have you supported a non-profit or consult with non-profits with Salesforce? Then you don't want to miss this episode all about salesforce.org, open source and community sprints. It's full of fun tidbits, stories, and acronyms.

Show Overview 0:00 If you're not listening to the WizardCast you're being lied to! 3:21 Jokes of narcissism are not funny 3:32 Pig Zombies! 04:55 MapAnything & Salesforce.org is being acquired by Salesforce.com 10:15 Jace Bryan & Cori O'Brien from Salesforce.org CCE (Customer Centric Engineering) Team 14:30 What the heck is CCE (Customer Centric Engineering) and TNP (Tech and Product) 16:30 Brian's 1st attempt at an Office Space Joke 17:55 Brian's 2nd attempt at an Office Space Joke 18:30 What is the Power of Us Hub? 21:00 Amplifi 24:40 What is a community Spring? Why should you attend? 37:00 What is Open Source Commons? 43:00 Should I attend a Community Sprint or not? 48:21 What the heck is with this T-Rex? 50:16 What's with the two first names? 52:00 Ryan Hedley is the Salesforce Lion. See Ryan the Lion 57:34 Outro 59:52 Post Credits

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April 2019 Salesforce IdeaExchange Highlight WizardCast 88 Apr 08, 2019

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It's April and Spring has sprung! We start out this episode with a surprising announcement of a new offering from Salesforce. Then we dive right into our Salesforce IdeaExchange highlight! This is an episode where we highlight ideas to improve Salesforce from their IdeaExchange. Anyone can submit an idea to Salesforce and any listener can submit an idea to us to talk about during our IdeaExchange highlight episodes. We talk about 7 ideas and explain what they're about, why they are important - or not - and generally give you our thoughts.

Show Overview 0:00 We have a really good show tonight 3:13 Joke 3:35 Exciting Salesforce Announcement. Salesforce Brand New Product! 6:13 IDEAEXCHANGE HIGHLIGHT April 2019 6:58 Allow Triggers on Account Team Member Object 9:30 Reorder immediate actions in process builder 14:50 Add Sprinty the T-Rex as a Salesforce Mascot 17:20 Email Action does not relate emails to related records activity history in LEX 19:50 Allow Drop Zones in Custom Components 22:50 Add support for final variables in switch statement when clauses 23:53 Running FLOWs Asynchronously 31:35 Outro 33:28 Post Credits Links in This Show

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Automation Hour with Jen Lee - WizardCast Episode 87 Mar 25, 2019

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It's been a bumpy podcasting schedule for 2019, but we're back with a new episode. If you like automation in Salesforce and do not know about Automation Hour, this is an episode you need to listen to! If you already know about Automation Hour, listen to it anyways, because we have the great, the wonderful, the simply fantastic Jen Lee on talking all about Automation Hour!

Show Overview 0:00 Brian wishes the podcast was a bit more exciting 1:13 Intro 2:10 Joke 3:10 Correcting our guests in the intro 4:35 Coffee Break! How are you Building your Customer Community? 6:30 Automation Hour with Jen Lee - Co host & organizer of Automation Hour 26:35 Outro 29:00 Post Credit Links in This Show

Automation Hour Videoshttps://bit.ly/AutomationHourVideos
Jen W. Lee's bloghttps://jenwlee.wordpress.com/
Jen W. Lee Twitter @jenwleehttps://twitter.com/jenwlee
Automation Hour Websitehttps://automationhour.com/
Register for Automation hour with Mark Ross 03/29/19http://bit.ly/MRoss290319
Register for Automation Hour with Brian Kwong 04/26/19http://bit.ly/BKwong260419

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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

Salesforce Spring 19 and Community Sprint WizardCast Episode 86 Feb 08, 2019

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The Salesforce Spring '19 release is upon us! By now you've probably read all 450+ pages of release notes, watched all the webinars, read all the blog posts and you're experts. But what features are Brian & Mark excited for? Admit it, this is what really matters. We go through and talk about the release notes based on what features we think are "big news" and what we're excited about. We end with a list of other interesting tidbits. We also talk about Salesforce.org's community sprint. It's an event where the community comes together to help work on the open source apps for the non-profit world of Salesforce. The next one is coming up in Long Beach. Take a look and participate if you can! Show Overview 0:00 I swear I've done this episode before 01:13 Intro 02:10 Joke - listener submitted by Roy Moore! 02:44 Happy Lunar New Year 04:00 Community Sprint! Register https://www.eventbrite.com/e/salesforceorg-open-source-community-sprint-long-beach-tickets-53109432743 09:30 Spring '19 Salesforce Release is here! 11:40 Field History > 18 months being removed 16:00 Customizable Forecasting going away including all data Summer '20 release 18:00 Critical Updates! Hyperlinks targets are going to work 20:37 Return Null values in Formulas within Processes & Flows 23:40 Pinned List Views! 24:20 New Lightning Flow Builder! 28:45 New Flow Screen Components! Address & Image 30:00 Flow Snap-in website 32:15 Customizable Help Menu 34:00 Print record in Lightning 35:00 Cloning Sandboxes 36:00 Switch Lightning page to a new template 37:11 Guided Actions/Next Best Action/Strategy Builder 39:43 Schedule actions to happen immediately in Process/Flow 43:38 Pop-out Utility bar 45:25 More data storage 47:02 Let community users request help - a guided flow setup! 49:55 Attendees and resources in events 51:25 Subscribe dashboards/reports to roles and groups 52:40 Stuff now in Lightning that wasn't 54:02 no more Force.com IDE 58:00 Lightning Web Components 59:40 Outro 01:01:40 Post Credits Links in This Show

Register for the Salesforce.org community sprint https://www.eventbrite.com/e/salesforceorg-open-source-community-sprint-long-beach-tickets-53109432743
Learn more about the community sprint https://salesforce.quip.com/X6cwARyJCDDe

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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

Happy New Year! Automatic Lightning Enablement for Everyone! WizardCast Episode 85 Jan 11, 2019

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Happy New Year! Welcome to Season 4 and Episode 85 of the WizardCast podcast. Home to bad jokes and interesting tidbits about salesforce.com.

Are you using Lightning Experience? No? Well, get ready because starting in October 2019 Salesforce will begin automatically turning Lightning Experience on for all customers. We talk about the impact and considerations.

New Year's is also a time for changes. Mark Ross shares his announcement and we share our most popular episodes.

Show Overview 0:00 A Whole New Podcast! 00:42 Introduction 01:42 Joke 02:09 Happy New Year! Resolutions & changes 3:00 Automatic Lightning Experience Enabling starting October 2019 5:00 Mark is beamed up to the Mothership.org 6:21 What's the interview process like with Salesforce and Salesforce.org? 11:00 WizardCast Top List 12:25 Congrats to Adam Olshanksy for being our 1st episode with over 1,000 downloads! 21:15 Outro 23:32 Post Credits Most Popular Episodes

WizardCast Salesforce Certification Strategies with Adam Olshansky Episode 68
Salesforce Summer 18 WizardCast Overview - Episode 70
WizardCast Welcome to the Custom Metadata Party with Vladimir Gerasimov Episode 69
https://thewizardnews.com/2018/07/23/navigating-your-career-with-mike-gerholdt-wizardcast-75/
Business Analysis and GDPR with Ian Gotts Wizardcast Episode 71
WizardCast Salesforce Spring 18 Highlights
The Fellowship of the Peter Coffee WizardCast Episode 76
Salesforce Events WizardCast Episode 72
WizardCast Salesforce Trailblazer Story of Carlos Siqueira Episode 66
Your Salesforce Idea Highlights April 2018 WizardCast Episode 67

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

Trailhead, Certifications, and Deadlines with Tracie Ozug WizardCast Episode 84 Dec 05, 2018

Show notes

There are a changes a coming to Salesforce certifications. We get all the details from Tracie Ozug the Trailhead Program/Project Manager for Salesforce Credentials.

First, anyone who has NOT taken their Salesforce Spring '18 or Summer '18 Maintenance exams MUST finish them by December 14, 2018.

What's very important is to complete your Summer '18 exams you MUST link your Webacessor account to your trailhead account first!

Maintenance exams for Salesforce will be managed on Trailhead going forward and will be a combination of questions and demo builds.

There's a really easy way to link your Webaccessor and Trailhead accounts, confirm your accounts are linked, and view any outstanding exams.

Goto https://sfdc.co/mystatus
Click Link in the email to linkk the Trailhead & Webaccessor Account
Follow Directions

It's so easy, Mark and Brian do this live on the episode.

Brian and Mark also want to give a very energetic and excited "Welcome Back!" to Shannon Hale who is returning to Salesforce as the new Product Manager for Flow Builder! Show Overview 0:00 Last Time on WizardCast 00:30 Introduction 01:30 Joke 02:18 Flow News! Shannon Hale! We love you Shannon. Also... sorry Shannon. 04:20 Trailhead, Certification, and the deadline with Tracie Ozug. Tracie is the Trailhead Program/Project Manager for Salesforce Credentials 08:20 Link your Trailhead & Webacessor Account in 3 steps:

Goto https://sfdc.co/mystatus
Click Link in the email to link the Trailhead & Webaccessor Account
Follow Directions

11:08 Go to get help with Trailhead or Linking with Webacessor https://trailhead.salesforce.com/help 12:10 You can confirm your status and what exams you need to complete with the same url https://sfdc.co/mystatus 12:40 Live audio demo of checking our status! 15:35 Stop! Do your Maintenance exams break 17:50 The change in how long you have to take your Maintenance exam. 19:00 FREE MAINTENANCE EXAMS! Once on Trailhead 19:55 Best practices with Developer or trailhead playground orgs for certification exams 23:38 Recap:

Link your Trailhead & Webacessor
Get cert exams for Spring/Summer by 12/14/18
prepare for Winter'19 exam starting 12/17/18

24:16 Upcoming changes & more improvements. New Website! https://trailhead.salesforce.com/credentials plus new certifications & super badges coming out... but that's another show. 27:40 Hi Mom! 28:30 Outro with intern Akanksha Patel 30:34 Outtakes 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

A Thankful Salesforce Community WizardCast Episode 83 Nov 26, 2018

Show notes

It's Thanksgiving time again here in the United States. It's the first big holiday to kick off the holiday season (unless you count Halloween) and a time to share what we are thankful for.

Mark and Brian talk about what they're thankful for and share community members submissions. Show Overview 0:00 Last Time on WizardCast 00:48 Introduction 01:48 Terrible Joke, thanks Jeffrey Sbonik 02:28 Happy Thanksgiving, turkey football nap day! 03:20 What we're thankful for 03:52 Brian sells out 06:14 Give Thanks App! 07:12 Maggie Jolitz - Thankful for Support from Salesforce peeps 07:35 Anon - Thankful for spending time with family 08:02 Johan Yu - Thankful for a great boss & team 08:30 Meredith Stretz - Thankful for Salesforce Mentors like Steve Mo, Aine Johnson, and Spandana Medikonda 09:13 Kim McClure - Thankful for the Salesforce Ohana 10:04 Andy Boettcher - Thankful for being able to interact with people that share their passion for the platform 10:15 Elizabeth Davidson - Thankful for the Salesforce Ohana 10:56 Deepa Patel - Happy to be part of the best community ever 11:11 Terry Cole - Thankful for MVPs, User Group Leaders, Lay leaders, sf Employees 11:37 What Mark is thankful for - Salesforce 14:11 Outro 15:42 Thanks for listening Karen 16:19 Out-takes

Links in This Show

Give Thanks App

Contact Us! 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!

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Other Ways To Support

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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

Busting Silos with Peter Coffee WizardCast Episode 82 Nov 12, 2018

Show notes

As the cold days of November creep upon us and we fall slowly into the dreary days of winter, the WizardCast harkens back to warmer days. Days where the sun was hot, the leaves were green, and we sat down with the great Peter Coffee at MidWest Dreamin'

Peter Coffee is the VP of Strategic Research at salesforce.com. He always has some delightful perspectives and stories that make you stop and think. I always walk away from a discussion with Peter both feeling smarter and dumber. It's a very unique experience.

This is part 3 of our conversation with Peter Coffee. The first episode, The Fellowship of Peter Coffee WizardCast Episode 76 we talked about Salesforce Admins being the Stewards of Change. In our second episode, Experience Design with Peter Coffee WizardCast 78 we talked about experience design. In our third and final episode from our discussion at MidWest Dreamin' we are talking about Silo Busting.

Silo Busting is an interesting - albeit violent - metaphor for breaking down the barriers at an organization. It's about changing our perspective and how we think. Peter uses the example of a bookstore. Don't ask: What should a bookstore do in an age of Amazon? Instead ask: In an age with Amazon, what should a bookstore be?

This changes your perspective and how we look at a problem by redefining the issue. Our jobs as Salesforce Admins and Developers are very much the same. As Peter Coffee says in this episode "Because they're not trying to do it the way you used to do it with a new tool. They're saying with this tool, this is the way to do it." (16:45) Too often do we try to follow an old process using Salesforce instead of determining the best process because we're using Salesforce.

Show Overview

0:00 Last Time on WizardCast 01:03 Introduction 02:03 Terrible Joke 02:40 New Artwork! 03:47 Peter Coffee on Silo Busting 22:30 Ferengi Rules of Acquisition one you have their money, you never give it back. 26:40 "Everyday you show up at work is a piece of performance art to some extent" 26:56 "This isn't about not being authentic. It's about underswtanding What aspect of your authenticity you need to present that day." 23:58 Boiler Room Art of the Cold Phone Call 34:40 "I never know what to think until people ask" Peter Coffee 35:10 Outro 37:10 Out-takes

Books Peter Mentions

Thriving on Chaos by Tom Peters

Quotes

"Because they're not trying to do it the way you used to do it with a new tool. They're saying with this tool, this is the way to do it." 16:45
"Doing the old thing better at some point becomes doing the wrong thing and doing the wrong thing no matter how well you do it still is doing the wrong thing" 19:10
"All of to some extent, when we go into a room need to be conscious of who do people think is walking into the room" 26:22
"Everyday you show up at work is a piece of performance art to some extent" 26:40
"This isn't about not being authentic. It's about understanding what aspect of your authenticity you need to present that day." 26:56

Links in This Show

WizardCast Merchandise Store - NEW! Amazon Alexa Skill - NEW! REVIEW US ON APPLE PODCASTS! Review Us 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 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

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 Affiliates & Sponsors Libsyn podcast hosting: Get a free month with promocode: podmagic Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk

Salesforce Release Notes Strategies and Salesforce Winter 19 Release WizardCast Episode 81 Oct 29, 2018

Show notes

It took us a while to return, but we're back from Dreamforce 2018!

Mark and Brian explain just why it took us so long to get back and publish a new episode. Plus, we share our thoughts about Dreamforce this year.

Finally, we dive into strategies for Salesforce Release Notes! Release notes are often over 300 pages long and are often ignored by Salesforce Admins and Devs. Mark and Brian share how they use the release notes and some short cuts they take to make those 300+ pages manageable.

Once we're done talking about Salesforce Release Notes strategies we dive right into talking about some of the features in the Salesforce Winter 19 release. Show Overview

0:00 Last Time on WizardCast 01:03 Introduction 02:00 Terrible Joke 02:35 Good to be back from Dreamforce 03:35 Our favorite part of Dreamforce 08:00 Why Mark Thinks this Dreamforce is Legendary 09:20 Dungeons and Dreamforce Winter 19 Live! 14:00 Salesforce Release Strategies 17:20 How Brian Kwong reads the release notes 19:11 HOw Mark Ross reads the release notes 21:50 Salesforce Pre-release org 29:00 Mark's Release Spreadsheet 32:30 Salesforce Winter'19 release 32:55 Deploying Process and Flow Active 36:00 Other Salesforce Winter 19 Release Features 42:35 Outro, Intern: Scott Hunter 45:10 Post Credits Contact Us! Links in This 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

Trailing the Trailhead Zone Dreamforce 2018 WizardCast 80 Sep 28, 2018

Show notes

It's the last day of Dreamforce 2018. Mark and Brian managed to get together one last time to walk the Trailhead Zone at Moscone West.

We talk to Andy Golden from Skuid about his terrible sense of humor. We chat to Jen Bowen, an attendee & my community group co-leader. We also had some run ins with Beth Breisnes , Jessica Murphy, Rachel Watson, Nate Lipke, and finally Stephanie Foerst & Rakesh Gupta from Automation Champion about Flow.

Last, you may know that Brian wears a Wizard Hat and is known as Salesforce Wizard. Mark Ross is known as Salesforce Yoda but this year he didn't wear the yoda ears OR carry his little stuff yoda around.

I'll like our loyal listeners to show their support for the yoda ears. Tweet to him, post on our website, post on our Facebook page and let Mark know you want to see him in Yoda ears!

Tweet: @Markross__c

Facebook: https://www.facebook.com/SalesforceWizard

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