Salesforce Architect’s Handbook, Dipanker Jyoti & James A. Hutcherson

Sharing is caring says Pavlina but at the same time she says that this book is so good that you need to own one. Well, I didn’t want to buy one, but luckily I borrow it from Martin, who didn’t need it for a while.

So many excitement this book got on Twitter, so I really looked forward to reading it. And by reading I mean page by page even though some people don’t recommend such approach.

Was I blown away? Well, not really, probably mostly because of my experience from the board, I got a feeling it doesn’t really go into depth, so if you want to take it as the book which will prepare you, I don’t think so. At the same time it is fair to say that if you just want to become better consultant/architect this book is really good, all the topics are included at one place and you’ll gain a lot.

What I found during my CTA preparation, and would say share this feeling with a lot of others, being alone is not the best idea, sharing and challenging each other works better. And it is the case of reading this book as well. One simple example – LDV (large data volume). „Easy“ topic, some well known information how to mitigate the risks, big debate among people what „large“ exactly means. The book says

LDV

which you can just swallow and say „wow, it is even more than I expected“ or ask around and get a great answer from Kid Jansen, who even did a great course about their migration.

Not sure where they got these numbers, but they seem to be just a wild grasp. Especially because the number is much higher for accounts than contacts, which makes no sense whatsoever, regardless of whether you use business contacts or person accounts. I would even go as far as saying that every account should have at least one contact.

But regardless of lack of logical sense it doesn’t make much sense technically either. Only record limits in that order of magnitude are 50M for Database.QueryLocator and 150M for # records per 24h rolling window for Bulk API (both old and 2.0), which is just the # records per batch limit (10k) multiplied with # batches per 24h rolling window (15k).

First ‚LDV‘ kind of issues already start at 200k records per object with potential non-selective or non-deterministic SOQL errors.

Even if you have everything bulkified and all your queries are selective and deterministic you can already have issues at much lower volumes than the ones mentioned with heap size, SOQL query run time limit, Apex execution time limit and Apex CPU time limit.

Generally I’d say >5M is moderately LDV and >10M is definitely LDV. The 5M for me comes from the SOQL selectivity threshold, which does not scale beyond 5.67M.

And this is super wow, because he even put all those numbers in context with other numbers you might know from the Salesforce world but never put them together. And that’s awesome.

Integrations

Another great topic are integrations, and I totally understand they copy the best practices from Salesforce materials, but at the same time you might wonder – why „Calling Salesforce using Apex web services“ is suboptimal solution, especially when it is the one you offer quite often. Totally get the explanation about the fact that you need to manage Apex code, at the same time writing your own REST API routine might not be that complex and it allows you to:

  • simplify the work for the other party – instead of calling multiple endpoints and doing all the logic you will handle that, which will also simplify the development process for that and less consultations for you;
  • you can tweak the logic whenever you want and are not dependent on the other party.

From my experience the integration topic is complex for many people and it is really great that the book summarise all the different ways how to connect (both ways), so you can easily get a glimpse.

There are way more

The book covers all the areas you can expect during the CTA board but more importantly it covers all the topics you should be fluent in.

If you are looking for preparation material for any architect certification this is a good book to help you, if you want to „just“ know more about what you are doing or what the people around you speak about, it is great book as well, if nothing else you will get the words you need for bluffing. And with some of them you will even surprise them how much you know, I mean I never heard some say FUSIAOLA!

Buy

Buy at Amazon or any good bookstore or borrow from a friend.

And now I need to get the blue one from someone.

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Learn flow, because it might be useful

Another great meetup of the Prague User Group, this time we invited Jennifer Lee, the queen of flow.

We started with some chat at the beginning, so if you wonder how Jen got to Salesforce, what does it take to be lead solution designer, why she got deep into flow (she wanted to become MVP and needed her niche!) or why she feels having all the Trailhead badges might be useful, you should listen to this podcast (skip first minute in Czech and you are good to go).

And then we continued with her presentation about flow. You can see the presentation including recording on our drive.

Basically you should care about flows whenever you want to increase user productivity, automate repetitive tasks, improve data quality and deliver automation using clicks not code.

Some ideas when to use it?

  • status update;
  • send updates;
  • clone a task with multiple WhatIds;
  • gather information and create multiple records at once;
  • auto assign/remove permission sets;
  • auto deactivate users after some period of time without logging;
  • populate data from different object.

There are plenty of use-cases being it for screen flow (which interact with users) or record-triggered flows (which runs automatically after record change) or even schedule-triggered flows, which runs at specific intervals and process all records.

The presentation is full of specific examples showing how it looks like for the user as well as how it was done (be sure to download the PPT version which supports the embedded videos or watch the recording).

I hope that based on this presentation more people will start thinking about some cool use-cases and start using it in their daily live.

Next time we will meet at the beginning on June with Eric Dreshfield and his topic why to pay attention to your customer’s needs, hopefully including some short and super sleek demo of ActiveCampaign. Will you join us?

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Salesforce v Česku se Sprinx Consulting

Máme tady další díl, Sprinx Consulting už zmínil Michal v jeho povídání a na českém trhu o nich slyšela asi většina lidí. Už proto, že mají několik aplikací na AppExchange – napojení na marketingový nástroj Email kampaně, telefonní ústřednu IPEX nebo rejstřík firem Merk.

Sprinx Consulting

Zápisky z povídání:

  • první projekt už v roce 2012;
  • malí (cca 6 lidí), ale šikovní – mají člověka na Veeva, CPQ, FSL a přirozeně i ty hlavní cloudy;
  • jejich typickým zákazníkem je obchodně-výrobní společnost;
  • dostat aplikaci na AppExchange je průzkum bojem;
  • zákazník musí primárně vědět k čemu mu systém má sloužit, kde ušetří peníze a proč to chce, zbytek se poddá;
  • přestože si všichni (zákazníci) myslí, že marketingová automatizace se zavádí pro úsporu práce, ona ji naopak přináší, protože potřebuje fůru nového obsahu;
  • o Pulsar aplikaci od společnosti Luminix u nás asi moc lidí neslyšelo, jedná se o off-line řešení pro Salesforce, které ale nemá žádný „mezisklad“;
  • u zákazníků typicky chybí enablement – vyškolení uživatelů, prezentace dalších možností, změnové řízení;
  • CRM samo o sobě už asi ani netáhne, ale návaznost na marketing ano;
  • pokud chcete zjistit o Salesforce víc, mají vypsané webináře (nejbližší bude 21. 4.).

Zaujalo? Tak ho hoď do své aplikace, ať nepřijdeš o další díl!

Listen on Apple Podcasts Listen on Spotify
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Salesforce and social networks

I still remember my first Salesforce application I installed (and it is still in that instance – Salesforce for Social Media). It allowed me to connect my Salesforce to my social networks, publish to them from Salesforce as well as get all messages in Salesforce and have all data in one place. Been discontinued.

And then came Social Customer Service which is available for free for every Service Cloud customer but surprisingly most of the Sales Cloud instances I do have access to have it as well.

It allows you to track two social accounts (Twitter & Facebook) for free, for more you need to get the Social Studio. But even the free version is not a bad start, right?

What it does

See your company’s at-mentions, replies, and direct messages. You can reply, retweet, favorite, and follow from Salesforce, or click tweets to view and respond to them on Twitter.

See your Facebook timeline in Salesforce. You can reply to and like posts from Salesforce, or click posts to view and respond to them on Facebook.

See comments and replies on your company’s Instagram photos in Salesforce. You can send replies in Salesforce.

See comments on your company’s videos in Salesforce. You can reply in Salesforce, or click comments to view and respond to them on YouTube. For more control over YouTube communications, you can hide replies from YouTube and only reply to your customer. When customers edit or delete their comments, Salesforce updates the social post accordingly.

Social Customer Service

How to set it up

You can go through to whole implementation book, but it is pretty easy.

  1. in Setup search for Social Customer Service and enable it, alternatively you can also enable approval of post to social networks;
  2. add social accounts and authenticate them, alternatively enable case creation from posts;
  3. assign agents to social accounts in profiles/permission sets;
  4. turn on Feed tracking on Social posts and enable All Related Objects plus add Social Publisher quick action to Social Post page layout – you might want to reply to customer even without creating the case, social post is enough;
  5. wait for first message from social networks appear in Salesforce or go ahead to Social posts and create your own and post it!

It is for free, easy to setup, very easy to use and might replace you existing tools and add additional details to your customers‘ records. The free edition cannot monitor keywords, for that you need to get Social Studio, but maybe it is enough even without it.

What do you think, worth enabling?

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Odebírej mé zajímavosti ze světa Salesforce

Začal jsem loni a chci pokračovat minimálně celý letošek – jednou měsíčně poslat email o tom, co mě zaujalo primárně kolem Salesforce. Novinky, historické věci, drby, komunitní akce, věci, které jste mi sami poslali.


Pokud chceš takový miš maš dostávat také, tak se přihlaš v tom formuláři nahoře, historická vydání můžeš vidět v archivu Mailchimp. A jasně – emaily neprodávám a asi ani nemám sílu na ně posílat něco výrazně častěji plus se můžeš odhlásit, kdy chceš.

A ten formulář na konci stránky je naopak na to, když chceš dostat email o každém novém článku tady na tom blogu.

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