WizardCast

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Dreamforce Keynotes and Admin Confessions WizardCast 79 Sep 26, 2018

Show notes

We're live at Dreamforce 2018!

We start off with a quick chat before the Salesforce Admins Keynote. It was fantastic celebration of Admins with three success stories and some insights into what's coming next on Salesforce. Plus a new Golden hoodie award!

Then it's off to our annual Main keynote podcast. We got interrupted with out podcast plans and were told to sit down before we could do our normal rounds of discussion. Then the keynote started almost 20 minutes early with the dulcet tones of Peter Coffee reviewing the forward looking statement.

We pick up at one of the many parties at Dreamforce where we asked folks for their Admin Confessions. In Admin Confessions, we share something that we do or have done as Admins despite knowing we shouldn't. It's simply goes to show you that even Admins that have been doing this for years occasionally go to the dark side. Thank you to everyone who participated!

I want to hear your Admin Confession. Leave a comment on our website or call & leave a message on the WizardCast hotline: (608) 492-0321

No show notes or overviews because it's Midnight here in California and I want to go to sleep.

Dreamforce on everyone.

Experience Design with Peter Coffee Episode 78 Sep 18, 2018

Show notes

Peter Coffee was nice enough to talk with Brian and Mark on many topics. Here's part two of our conversation with Peter Coffee, VP of Strategic Research at Salesforce, from Midwest Dreamin' 2018. The topic is Experience Design. What is experience design? Experience design is the practice of designing products, processes, services, events, and environments with a focus placed on the quality of the user experience. The photo tag is "Don't pave your cow paths." Peter tells us about Boston paving over the cow paths versus designing a car-oriented transportation grid. It's the equivalent of simply taking a paper process and making it digital without taking the time to design the process around the user using the digital process. Have you ever sat down and watched how your users do their jobs? Putting yourself in the customers/user's shoes gives you insight on how you should design your process/product. As Peter mentions, most products you can buy today are pretty good compared to what we could get just a couple of decades ago. Using experience design to develop a GOOD experience will make you stand out in the crowd. Peter users cows, cars, airlines and even tasers as examples of experience design's - or lack there of - impact. Show Overview 0:00 Last Time on WizardCast 01:38 Introduction 02:48 Terrible Joke 03:08 Coffee Break! 06:00 "The worse car you can buy today could have been sold as an upscale sports sedan 40 years ago." Peter Coffee 07:50 What is Taser's Product? It's not stunning people 10:44 "Thought leadership is not a luxury." Peter Coffee 12:06 Should WizardCast do some Experience Design? 12:38 Dungeons and Dreamforce. Streaming Event & Live at Dreamforce 13:45 Where's Brian and Mark are presenting at Dreamforce 14:35 Outro, Intern: Pat Penaherrera 16:30 Post Credits Links in This Show

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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 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

Mindful of Mindfullness with Ashima Saigal WizardCast 77 Aug 28, 2018

Show notes

Ashima Saigal from Database Sherpas talks to us about the importance of Mindfulness.

Learn what mindfulness is, why it is important, and how we can get started with some simple practice. So be mindful of mindfulness, listen, laugh, and enjoy. Show Overview

0:00 Last Time on WizardCast 01:16 Introduction 02:43 Terrible Joke 03:30 Results of the Mike Gerholdt's 70s Kid theory survey 04:37 Introducing Ashima Saigal on Mindfulness 09:05 How does Ashima gets things done with Clients while practicing mindfulness 14:15 Ashima Saigal's sample Practice of Mindfullness 16:04 Flipping our lid 26:10 What can we do as Admins/Devs to help deal with stress 29:20 The importances of talking with each other 30:35 Is Ashima against Comfort food? 34:30 "For every negative thought you have, you need to have 10 positive comments" Ashima Saigal 44:30 Brian would like to go and scream somewhere 49:13 Getting started with Mindfulness 53:00 Steven Universe 56:10 Brain Games 58:11 Dungeons and Dreamforce 2018, Pepup Tech Charity Promo 1:00:10 Dreamforce Presentations: Amplifiy your user experience with Lightning and Flow and An Admin's Guide to Better Reports and Dashbaords 1:01:00 Outro, Intern: Geoff Fullam 1:03:00 Post Credits Links in This Show

Ashima Saigal's Database Sherpa
Self Compaision by Kristin Neff
Steven Universe
Brain Games on Compassion - Netflix
Dungeons and Dreamforce PepUp Tech Charity event. Saturday 9/8 at 8:30 PM Central

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The Fellowship of the Peter Coffee WizardCast Episode 76 Aug 13, 2018

Show notes

Peter Coffee returns to share his wisdom and experience. Peter is the VP for Strategic Research at Salesforce. He often speaks on the vision of the Salesforce as a platform and company and shares strategy for companies all over the world.

Peter was kind enough to sit down with Mark and Brian at Midwest Dreamin 2018. He's been one of our favorite guests and was our guest in our very first live recording of the Wizardcast - also at Midwest Dreamin.

We start with a story of Peter on a reality TV show in India. Then our topic changes to talk about change. We discuss how change is difficult and how we must change our perspective & put ourselves in the customer's shoes. Peter always has great insights and stories. He reminds us to be the steward of change not the seller of change. Peter also provides us with some actions that we can do today in order to help be the stewards of change in our own organizations. Some of my favorite quotes from Peter this episode:

"People are far more averse to failure than they are attracted by possibilities of success" Peter Coffee 17:10
"Walk around your company where a critical process is only embodied in a spreadsheet or a critical set of data is only kept in a spreadsheet." 35:52
"Failure to change is a greater risk than change" 40:00
"What you did was Brilliant success and I want you to continue to be brilliantly successful tomorrow" 40:55

Show Overview

Last Time on the WizardCast 0:00 Introduction 1:15 Terrible Joke 02:15 Survey Request https://bit.ly/70skidsurvey 02:35 Time for a Coffee Break 3:20 Peter Coffee on a Realty TV Show https://www.youtube.com/watch?v=3zBL7EVlyD4 3:54 Official Introduction to Peter Coffee 14:35 Origin of the Work of Art 15:45 "People are far more adverse to failure than possibilities of success" Peter Coffee 16:51 "May be bringing a basket of kittens to someone with a cat allergy" Peter Coffee comments toward Account Executives 16:55 What Can I do about it? What could I do tomorrow? 34:29 Stone Soup 37:00 What if I'm the only one interested in trying it? How do I get my boss/executive approval? 39:00 "Failure to change is a greater risk than failing to change" Peter Coffee 40:00 "What you did was Brilliant success and I want you to continue to be brilliantly successful tomorrow." Peter Coffee 40:55 Long coffee Break 48:40 Closing Credits and thanks to intern Meredith Stretz 49:00 Available on Google Podcast App! 50:20 Post Credit 51:00 Links in This Show

Capgemini Super Techies Show Season 2 with Peter Coffee

Books mentioned

The Origin of the Work of Art Essay by Martin Heidegger or Wikipedia

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Navigating Your Career with Mike Gerholdt - Wizardcast 75 Jul 23, 2018

Show notes

While Mark Ross and Brian Kwong were hanging out at Midwest Dreamin, they took the opportunity to talk to the one, the only, the simply fantastic, Mr. Admin himself - Mike Gerholdt. Mike has been in the Salesforce ohana for a long time. First, he was Mr. ButtonClick Admin and ran an extremely popular blog and podcast about Salesforce. Mike joined Salesforce in May of 2014 as an Admin Evangelist. Show Overview

A Mike Gerholdt Introduction 00:00
Standard Introduction 00:26
A Mike Joke 01:44
Navigating your Career with Mike Gerholdt 02:08
Are you a Star Wars or Smokey and the Bandit Kid 03:15 Survey: https://www.surveymonkey.com/r/DQNFTB3
Why talking Careers is important to Mike 04:20
Puzzle Pieces versus Lego Blocks 08:20
What you SHOULD ask to a Mentor/Idol/Role Model about their Career 12:32
How do I become a Salesforce Admin? 14:55
What's the creativity and vision you bring to a job 17:00
Why building Sample Apps is important 19:30
What kind of Opportunities are there and Salesforce? 28:00
Why did Mike Gerholdt Join Salesforce 32:55
Gillian Bruces listens to the WizardCast! 41:00
Mike Gerholdt says Share this podcast 42:00
Outro "Very difficult doing this" 44:50

Links in This Show

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

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Midwest Dreamin 2018 LIVE - Dreamforce, an RV, and a Ring Jul 05, 2018

Show notes

We're live at Midwest Dreamin 2018!

Wednesday, July 11th, was the opening night for Midwest Dreamin. There was a great session by Mike Gerholdt about navigating your career. It was followed by a interesting discussion with Kevin Poorman and Heather Dykstra about removing titles, design review, and how to talk and plan as a team.

Then it was the opening reception. Cheese, grapes, and crackers in the expo hall. It was a good time to walk around the room to see which vendors were there and plan for the next day.

It was also a great networking time. Unfortunately, Mark Ross was stuck on a plane. It just so happened that my Dreamforce Guest Co-host was at Midwest Dreamin and happily joined me. Thanks Benjamin Bolopue!

We start with a series of terrible jokes from Patrick Solum

We're then joined by Brad Gross and Amber Boaz. Listeners may remember Amber from when she Guest Hosted last year and talked about getting Dreamforce Ready.

We started by talking about why we were here at Midwest Dreamin and why it was an important event. It quickly changed into talking about a 4 day roadtrip in an RV from Chicago to Dreamforce. It a great story so I simply had to share it here.

Then we ended it. We'll be doing a more formal episode - hopefully with Mark - later this week. Stay Tuned.

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

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PepupTech Super Charging Salesforce Skills with Andrea Perez Medrano WizardCast 73 Jun 26, 2018

Show notes

Pepup Tech is a non-profit organization dedicated to support underrepresented groups in tech. Andrea Perez Medrano talks about her journey with PepUp Tech that led from 0 tech to Salesforce Employee in less than a year. Plus importance of Trailhead, Networking, & her tips to succeed.

0:40 Last time on the WizardCast 2:05 Introduction & Music 3:51 Joke, Bad bad joke 04:30 Hello World! 5:57 Affiliate Spot: Libsyn - free month with promocode: podmagic 6:39 WizardCast Alexa Skill 6:58 Introducing PepUpTech Grad Andrea Perez Medrano 12:00 What is an unrepresented person? 13:55 Midwest Dreamin' starts the journey 17:25 It's more than Trailhead 20:20 Andrea's tips recommend for success: Network and Maintain the relationships 21:30 Andrea's suggestion for how to Network 29:30 How does PepUp Tech Work? 32:00 Andrea's comments to the Salesforce Ecosystem 33:13 PepUp Tech Fundraiser: Dungeons and Dreamforce Spring 18 34:00 Midwest Dreamin Promotion 35:00 Outro 36:00 Closing Music 36:54 Post outro Gag Links in This Show

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

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Salesforce Community Events WizardCast Episode 72 Jun 11, 2018

Show notes

Are you familiar with the Salesforce Events and Salesforce Community events going on near you?

We discuss the various events and some of the benefits and difference between them. We start with the big event - Dreamforce - Salesforce's biggest annual event. We then discuss other events Salesforce puts on from Trailheadx to the World Tours & Connections.

We round out our discussion with User Groups and the regional "Dreamin" events that are hosted and organized by the community itself. These events for For Users by Users.

Regardless of your budget or location, chances are there's an event near you.

Show Overview 00:00 Let's wish Mark Ross a Happy Birthday! @MarkRoss__c 0:40 Last time on the WizardCast 01:33 Intro & Intro Music 02:20 "Joke" and a Plea for joke submissions 03:15 Hello World! We say hello to our listeners in France and Anymous Proxy! 5:54 Affiliate with Libsyn podcast hosting, free month promocode podmagic plus new Alexa Skill! 08:26 - Midwest Dreamin & Know the Flow Code 09:58 Community Events starting with Dreamforce 16:30 Product Manager and employee access to Dreamforce 19:30 TrailheadX 23:00 World Tour & Connections 26:00 User Groups and Dreamin' Events 31:00 Dungeons and Dreamforce Spring 2018 https://bit.ly/dndfspring18 32:48 close out - Thanks to our intern Christine Marshall 35:37 Post Closing Audio Gag Links in This Show

Salesforce Event Links

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

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Business Analysis and GDPR with Ian Gotts Wizardcast Episode 71 May 29, 2018

Show notes

Are you familiar with Business Analysis (BA)? Do you understand the importance and underlying principles?

What about Europe's new regulation, the General Data Protection Regulation (GDPR)? Are you impacted? Is your Salesforce environment prepared?

Listen as we talk with Ian Gotts, founder and CEO of elements.cloud discuss the importance of Business Analysis and the impacts of GDPR.

Show Overview 00:00 Last Time on WizardCast 01:29 Introduction 02:45 The Joke 03:30 Sponsor/Affiliate mention - Get 1 month free of Libsyn podcast hosting with promo code: podmagic 4:00 Introducing special guest: Ian Gotts 05:12 What is GDPR and what would the US called its version? 06:00 What is Business Analysis aka BA 09:48 Understand the principles of doing Business Analysis 11:10 Story Time: Why it's important to write it down 15:00 How to respond to the can we "Just" do that requests 17:00 Difference between triage and prioritizing 22:40 How to convince your boss doing Business Analysis is worth the time 25:00 Practice your BA skills outside of work 28:00 Who is impacted by GDPR 32:30 Story Time: A Marketing GDPR metaphor with Ferrari 34:50 Why we should follow GDPR even if the fine is meaningless to you 35:50 Right to be Forgotten 37:00 Cambridge Analytica 40:00 Using Salesforce for GDPR compliance 51:00 Everyone is worried about GDPR even Brian's 2 year old 51:48 Pardot Survey on GDPR awareness 1:00:00 Discrimination against Bass 1:01:05 Wrapping up with Ian Gotts 1:01:40 Midwest Dreamin' Announcement Know the Flow Code 1:02:50 Dungeons and Dreamforce http://bit.ly/dndfspring18 1:06:01 Post Credits Links in This Show

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

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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 Summer 18 WizardCast Overview - Episode 70 May 11, 2018

Show notes

The Salesforce Summer 18 release is nearly upon us! It's available in Sandbox previews and will be coming to a production environment near you in a few weeks!

Mark & Brian go over the release notes, not quite all 494 pages. We pull out some of the interesting features coming out that Admins may be interested in.

Show Overview 00:00 Last Time on WizardCast 01:09 Introduction 02:28 The Joke 02:58 Sponsor/Affiliate mention - Get 1 month free of Libsyn podcast hosting with promo code: podmagic 03:37 Summer Relase Notes!!!! Excellent! 03:55 Classic only features 04:10 It's Better in Lightning 07:10 Search Updates, Search More! Search Specified Items! Synonyms! 09:45 Einstein GA Forecasting, Lead Scoring, Opportunity Scoring! 12:30 Campaign Features in Lightning! 13:25 Topics! Topical Topic on Topics 14:45 Dependent Picklists: Path, Record Detail, Kanban! 15:40 Lead Conversion: Convert to multiple Accounts 16:50 A drag of a features 17:10 Person Accounts in Lightning 17:50 Duplicate Management on Custom Objects 18:50 Lightning Report Builder Generally Available 21:50 SUB FOLDERS!!!! & other reports and dashboard updates 24:50 Well it's about TIME field, generally available 26:30 FLOW and Process! You get a flow and you get a flow! 40:00 Critical Updates 44:30 GDPR, Filter Field History Reports! 48:19 Product Schedules, Manage Libraries in Lightning 49:00 List Views & Kanban for Tasks plus multi-task creation 50:00 Lightning Email Templates! 51:40 Close Case Action with Internal Comments 53:00 Omni Channel Configuration in Lightning Experience 53:10 Field Service... Read the release notes! 53:30 Lightning Knowledge Migration Tool 54:00 lightweight Service Cloud Mobile App 54:30 Wrap Up, seriously read the release notes on Dev, Communities, Security 55:10 Midwest Dreamin 2018 Announcement. Know the Flow Code & live Podcast recording! 56:10 Dungeons and Dreamforce Spring Edition over at the Cloudforce Collective. Fun and Charity events! 57:00 Closing Credits, Thanks Sandy Simpson for being our intern 59:05 Post Credit Scene Links in This Show

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

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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

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