Bezpečnost v Salesforce – další setkání uživatelů

11. března v Impact Hubu se letos potkáme poprvé, tentokrát na téma bezpečnosti dat v Salesforce.

Jak to udělat, abychom zpříjemnili uživatelům život a současně měli větší kontrolu nad tím co kdo smí. Musí všichni vidět a upravovat všechno nebo to jde rozdělit? Jak zpřístupnit informace zákazníkům a současně jim nedovolit moc.

Toto setkání míří primárně na business a power uživatele, asi nepůjdeme tak do hloubky jak by si vývojáři přáli, ale právě nechceme „utavit“ ty běžné lidi od zákazníků – ti by si měli odnést nejvíc.

Přihláška nutná, Alča přišla s myšlenkou že by každý mohl upéct něco dobrého (a Alča má skvělé myšlenky, pokud jste četli mých 5 momentů loňského roku). Kdo co přinesete?

PS: pořád hledám přednášející, pokud nám chceš povědět o něčem z této oblasti tak se ozvi, díky.

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Expertní dobrovolnictví pomáhá. Efektivně.

Ano, expertní dobrovolnictví pomáhá. A netýká se jen nekvalifikované práce. Mnozí totiž zjistili, že pomáhat mohou klidně tím, v čem jsou dobří. Občanskou angažovanost a zájem o své okolí považuji za dnešní formu Kalokagathie. 

Dělám, co umím, a ještě to pomáhá.

Dobrovolnictví vnímám jako určitou formu zájmu o společnost. A cítím, že v dnešní individualistické době zaujímá jakýsi hlubší rozměr, než tomu bylo historicky.

Máme se dobře, žijeme v hojnosti konzumní společnosti. Přirozeně prahneme po jakési smysluplnosti života (ne-li nacházení smyslu). Proč tedy nevěnovat svůj čas někde, kde ho efektivně zužitkují? Mohu nabídnout něco, co umím nebo s čím mám vlastní zkušenost? Na tom podle mě stojí vnitřní motivace dobrovolníků. Nehledě na to, že i pro ně je cenná zkušenost si svou odbornost vyzkoušet v oboru, kde nejde hlavně o generování zisku.

Zkuste udržet v ekologické organizaci na výsadbu stromů 35letého manažera z banky, který je guru na PR. Jak dlouho bude asi sázet stromky? Jaká je jeho motivace? Nebude lepší využít jeho PR znalosti a nabídnout mu možnost pomoct PR zaměstnancům organizace? Vsadím se, že když s ním občas zajdete na kafe, zeptáte se, jak se má jeho rodina a poprosíte o radu ohledně další kampaně, zůstane s vámi mnohem déle.

Jakmile dobrovolník sám pocítí, že má možnost růstu ve svém oboru i prostřednictvím dobrovolnictví, je vyhráno. Vzájemný pocit užitečnosti je dobré živit a podporovat. A navíc jak se říká: „Dej člověku rybu a nasytíš jej jeden den, nauč jej rybařit a nasytíš jej na celý život.“ Dobré neziskovky na to už dávno přišly a vzniklo díky tomu mnoho zajímavých platforem: CRM pro neziskovky, UMSEMUMTAM, Hestia a mnoho dalších.

Poznejte svého souseda.

Sama jsem dělala dobrovolnici v různých oborech a nejlepší pocit jsem měla, když jsem mohla využít své znalosti a zkušenosti z fundraisingu v organizaci, která mi byla blízká tématem a byla navíc lokální.

Myslím, že profesní dobrovolnictví je efektivní i proto, že si dobrovolník sám vybírá organizaci, která je mu blízká a postupně se s ní sžije. Může to být např. organizace, která sídlí ve vedlejší ulici nebo naopak organizace, která je aktivní celorepublikově, ale její činnost chci sám rozvinout v místě mého bydliště. Poznám tak lidi, kteří žijí v mém okolí a budu mít dobrý pocit, že jsem se stal součástí kultivace mého města. 

Neberte to na lehkou váhu.

I když dobrovolnictvím nepodepisujete úpis ďáblu, je potřeba si uvědomit, že jako dobrovolník plníte vůči organizaci jisté závazky. Někdo na Vás totiž už spoléhá a věří, že práci, ke které jste se upsal/a, dotáhnete do konce.

Jasně, ne vždycky je to možné, ale rozhodně je lepší všechny překážky komunikovat než nechat vyhnít. I dobrovolník má svou čest. 

Dobrovolnictví není nevolnictví. 

Čas. Míra. Obojího máme každý dle svých možností, které je důležité respektovat. Člověk moudrý (jak se dnes nazývá člověk) se podívá do svého diáře a odhadne své časové možnosti. Sám se pak rozhoduje, kolik času věnuje dobrovolnictví. Pro organizaci je to velmi důležité, protože pak s touto kapacitou může pracovat a efektivně vést celý tým dobrovolníků. I kdyby to byla 1h měsíčně, má to smysl. Dobrovolníka může dělat každý. 

IT man není E.T. man 

O lidech z IT kolují různé zvěsti.

  • lidí, kteří se motají okolo informačních technologií je opravdu hodně;
  • tento obor je bohatý na oblasti, ze kterých se skládá;
  • i s člověkem z oboru IT se dá mluvit normálně;
  • lidé z IT jsou specifický živočišný druh – pracují po nocích, vstávají k obědu (pokud nemají děti).

A já k tomu přidám svou zkušenost. Jsou loajální. U nás v CRM pro neziskovky máme už 7 let desítky dobrovolníků, kteří s námi táhnou káru všech povedených implementací Salesforce, jeho rozvoje a podpory lidí z nezisku, kteří nás potřebují. Jsme největším implementátorem Salesforce na českém trhu. Máme za sebou přes 85 úspěšných implementací různé velikosti. To vše jen díky dobrovolníků.

Za každým projektem stojí jeden i více lidí, kteří mu věnovali svůj čas v rozpětí i několika měsíců. Čas, který do této práce investují, je u každého různý. Někdo věnuje 1h týdně, někdo i 20h měsíčně. Důležité je, že každá hodina se počítá. A za to jim patří velké DÍK.

Na začátku byla idea…CRM pro neziskovky

Spolek, který by bez dobrovolníků neexistoval. Jeho počátek „zavinilo“ spojení projektu Rok Jinak, Aleše Jeníka, Jana Hromase, Světla pro svět.

Ten den, kdy se objevil Aleš v kanceláři Světla pro svět, byl úplně normální jako každý jiný. Jako fundraiserka jsem měla plno práce, navíc jsme zrovna řešili výběr vhodného CRM systému, který by pojmul všechny rozsáhlé aktivity, které jsme v organizaci dělali. A tu seděl Aleš, ukazoval něco, co se tvářilo poměrně uživatelsky přívětivě. A navíc pro neziskovky zdarma…

Za pár měsíců mi Aleš volá, že právě vzniklo sdružení CRM pro neziskovky a jestli bych si ho nevzala pod svá křídla. No a tak tu jsem, už 7 let a pořád mě to baví. Baví mě to proto, že dělám s dobrovolníky. Že naši klienti jsou lidé, kteří svou práci mají rádi. Že mi tahle práce nabízí prostor pro vlastní rozvoj. 

Kdo chce kam, pomozme mu tam.

Aneb pár návodných otázek:

  • Umíte něco, co by mohlo někoho obohatit?
  • Je ve Vašem okolí někdo, kdo by Vaše dovednosti a zkušenosti využil?
  • Máte přátele, kteří se věnují nějaké dobrovolnické činnosti?
  • Máte kapacitu (i minimální) někomu pomoci?

Jestli jste alespoň u jedné otázky odpověděl/a ano, tak neváhejte a pusťte se do toho. Oborů, kde můžete pomoci, je mnoho.

Petra Joklová

A jestli vás napadlo se přidat k posádce CRM pro neziskovky, tak tady je moje adresa: petra.joklova@crmproneziskovky.cz nebo telefon 731 140 399.

Petra Joklová – v neziskovém sektoru našla svůj druhý domov. Přes práci lektorky primární prevence ve školách, fundraiserky rozvojových projektů se dostala až k vedení ajťáků. Pořád si ale drží svůj silně humánní základní kámen, proto ji tahle práce baví. Propojuje moderní svět s lidským kontaktem. Ráda si hraje, hledá a pracuje s lidmi. Když nepracuje, hraje si se svými dětmi nebo vede taneční a pohybové semináře. Howgh

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Spring ’20 Release Notes

Spring '20 Logo

It is really great, that Salesforce provides us with a free book three times a year. 552 pages of awesomeness for free, who can believe that. Here is the list of things which got my attention for the Spring ’20 release which will hit us this or next weekend.

App Launcher

They changed the App Launcher! Not sure I like this smaller version more, but when you click View All you will get the old version, which has all the objects sorted vertically. Would I not use the search bar I’ll be able to find them quicker this way. The fact that your users can change the order of the apps is just … sometimes I’m not sure these changes are that important.

Search includes details about Account

When you search for contact and opportunity it will also show you account name – no more guessing or including the company in opportunity name.

How long is it, 2 years? When they came with surveys it was paid feature, now it is free till some number of sent surveys and is better and better with every release, I would say we can slowly say good bye to GetFeedback and similar.

Images in questions are nice, being able to reuse previous answer in follow-up question is really great and being able to branch the survey based on previous answers is much needed feature. Auto-progressing is just small sweet on top.

Lightning Scheduler looks better and better as well, pity it is paid add-on. Skill Matching, combination with Einstein Bots, allow Guest Users to use it and support in flows. Feels I have plenty of organisations who use Calendly now-a-days and might really use this.

URL „Hacks“ are back, now officially supported and we can predefine fields when creating new records. Great in case when Quick Action isn’t the right solution. And look – you don’t need to know field ID but can use its name!

/lightning/o/Account/new?defaultFieldValues=
Name={!URLENCODE(Account.Name)},
OwnerId={!Account.OwnerId},
AccountNumber={!Account.AccountNumber},
NumberOfEmployees=35000,
CustomCheckbox__c={!IF(Account.SomeCheckbox__c, true, false)}

Enhanced Related Lists are out of beta, I already enabled them in several organisations and they are super cool. Would it be possible to auto-enable them everywhere with one click, that would be awesome. Up to 10 fields, resizing columns, sorting, text wrapping, refresh button. Now I only need to be able to set a filter on it and add the same related list twice (or more).

Enhanced Related List

Salesforce CMS gets love in every release as well, I just skip it completely. Or should I move my blog to Salesforce? Tempting, but it will take a lot of energy.

Einstein Opportunity Scoring

Opportunity Scoring for free! It just need to learn a bit about you (meaning you have big enough sample of data and you also track enough different information about opportunities based on which it came make estimates) and then you will see what are your chances. I’m curious how much in-line it will be with AEs feelings.

Plus multiple emails and phones for Individual and Person Accounts including details such as when is the best time to reach them. Subscription object for storing info about newsletters they signed for.

Adding products to opportunities just got way better as well with filters. That looks like a great surprise for a few orgs I know.

Add product to opportunity

Support for Opportunity Contact Role in Process Builder is small but nice change, we will just use it at one project. Plus ability to add custom fields.

Being able to add account info to filters on contact list views is … nice, I wonder where we will stop needing reports as the border just got a bit more fuzzy. Also – why just on contact list views?

Cloning campaigns or opportunities with related records – this one is huge! Actually not that much. Originally I wrote „So far orgs could clone the campaign and then add all campaign members again via report, now it is just one click.“ The problem is that on campaigns it clones just Campaign Member Statuses. Anyway, one new button we need to remember to add to page layout.

Clone with related records

In Summer ’20 the email fields should support UTF-8, meaning we will be able to use our special characters in email addresses (as the existing norm allows). I’m not sure whether I should be excited or sad as on every single implementation when we import data at least one contact fails because they have such character in email address. And it is there by mistake. So now it will go well, but the email will never be delivered as in fact the address doesn’t exist.

Being able to assign task to a queue – already got one request for it a few weeks ago. Before you could assign it to multiple people which effectively resulted in cloning the task, now there will be just one task which can be completed by anyone from that queue (meaning we have to set it up up front).

Task assigned to queue

News got more relevant, now includes information from Germany, Netherlands, France and some others. It isn’t US only!

Do they want to receive email?

I need to learn and play more with the „new“ Individual object as it got a lot of new things as well. One of them is the Gmail/Outlook extension which can show you which people you shouldn’t send email to, because they didn’t wish to. And there is difference between the Email-opt-out field on contact and fields on Individual record. And between commercial and non-commercial email and you can also forbid some people to send the commercial one.

You can merge duplicated cases. That’s not the most important about it, the great thing is that you can manually select which cases you want to merge and that you can keep the duplicates and they will be linked to the main one. Both of that is cool, might be great to have the same for accounts & contacts.

Ability to insert formatted code into case emails is nice as well as bulk macros or running macros on background so you don’t have to wait till they finish. Small touches, but nice.

Reports – you can switch off automatic preview when creating report, so it is way quicker. Plus we got field by field comparison (was in beta in Winter) which is super cool as well as count of unique values (good bye Power Of One).

Einstein Analytics got a lot of love as well. Data Catalog which will show you where data come from and where they are used.

Data Catalog

MuleSoft connector, in pilot we have a lot of other new connections – SugarCRM, Zendesk, SAP SuccessFactor as well as other Salesforce Clouds such as Sales, Service or CPQ so you don’t need to worry about the links between objects because it will be set up for you.

Raised limits, being able to use filters for quicker sync, more granularity when scheduling sync with local Salesforce. Plus new apps. Direct Data – yes, we can do SOQL from EA to SF without replicating first. Dashboard versioning and collaborating on it before publishing to users. And Bindings just became Interactions and got their own editor.

Interactions Editor

New Mobile App came in Winter but has to be enabled. Now everyone will get it, a bit different UI which makes more sense (to me) and allow you to share direct link to records as one of great new feature.

Almost at the end of the whole release notes is the best part – flow enhancements.

Now you can:

  • run flow directly before save and it is 10 times faster than process builder. And it also changed the order of executions and run even before before Triggers;
  • we don’t need to create variables anymore as they are automatically created;
  • Get Records element can store all fields and not just those you specified (I always forget some as I update the flow, but what happened to the theory that we need to be selective to what we need, will we also get SELECT * ?);
  • run flow in system mode, till now it run in user mode, unless you fired it from process builder. I just need to re-read this sentence several time to be sure what it really can „The flow still respects org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories, but it ignores object permissions, field-level access, or other permissions of the running user“ – looks like the record level access is respected but not field level;
  • being able to use related record values is a big!
Choose related record values
Permission Sets Group

Permission Set Groups are here. Being able to use bare profiles and all extras to set via permission sets meant plenty of them and admins struggled as which one they need to assign. No more problems like this, just add one group and you are done. And it also includes mute permissions which means that it actively block the permission which might be added in different set. Now we only need to be able to use it for page layout and lightning pages assignments.

Direct Read Access to Custom Settings & Custom Metadata Types is disabled by default and we need to allow users in profiles for specific custom settings. This sounds huge and we need to check profiles. Similar looks this critical update, which is planned for Summer ’20 – Require Permission to View Record Names in Lookup Fields. When you don’t have access to the record in lookup field you won’t even see the name in the field. That sounds strange.

Salesforce Data Mask is probably great to those with full sandbox as they can provide access to developers without worrying about data as they will be masked/changed.

Plenty and plenty of other changes, but these are important to me and orgs I care about. Which new thing catch your attention?

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Tips & Tricks for Salesforce

Last year I decided to put together a series of some small and simple tips how to improve your Salesforce instance. You know, that 1 % of improvement every months which will make it way better at the end of the year. And also to cover things we quite often skip during the implementation as their to need/time/will/what ever during the implementation.

I realised two things during the year:

  • I don’t have as many tips as I thought, respectively I don’t think that they are easily transferable to everyone and make sense to only some;
  • I don’t like the mailing list especially as MailChimp decided during the year that this feature will be paid and I wasn’t willing to pay. Also it feels better to me when the tips are just freely accessible to anyone, so I’ll republish them during the year here and maybe add some new one as well.

Here we go with the first one, which is the first step I do now-a-days and is surprised that many still skip it.

My Domain

It came a few years ago, at one time Salesforce also wanted to make it mandatory but then decided not to and rather „force“ it other way.

I like it for a few things:

  • branding – users can see your company name right at the URL and feel more „part of it“;
  • when Salesforce will migrate you to another server (which happens quite often) all URLs you have in emails and elsewhere will be still valid;
  • you can force users to login only from your domain -> a bit of extra security;
  • you can update the login screen with your branding;
  • consultants can work in multiple instances (even on the same server) at the same time (yeah!).

And then there are things when you have to enable My Domain:

  • when you want to use SSO (Single Sign-On, Social Sign-On) and make it easier for your users;
  • when you switch to Lightning and want to use 3rd party or your own Lightning components on pages.

How to do that?

It isn’t rocket science even though Salesforce recommends doing it during time when your users doesn’t work – so they aren’t surprised that they have to re-login again.

Just go to Setup, find My Domain and you are at the right place.

Enter your domain name, click on the Check availability and you will immediately know whether you can use it or choose a different one. If it is free you can click Register, wait a few minutes for email telling you all is good and you can continue.

Once you get the email the page will change, you will click on the Log In button to login on your new domain, test everything (cannot imagine why something shouldn’t work if you follow best practices) and click the magic button Deploy to Users.

Done. Well, you should play with the branding for a while, upload your logo, choose colors and maybe what will be in the right part of the login screen (if you don’t want to see the ads there anymore). And send email to users so they aren’t surprised.

Can I try it somewhere?

Trailhead, there is one module with practical example. Do it, NOW!

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My top 5 moments of 2019 and …

I don’t plan but I’m open to everything. And I also don’t look back, but at the beginning of the year I tweeted link to Susannah’s article without properly mentioning them and Paul was a bit disappointed, so I decided that I’ll look back this time.

2019 was busy and when I check the obvious I achieved a lot – 3 new certifications, became Salesforce MVP, got countless Trailhead badges, did some new Salesforce implementations and at the end of the year also made it between 30 top IT personalities in Czech Republic.

But that just happened, I’m grateful but not sure I can count them between my moments, so here are others.

Moment #1 – CzechDreamin

I covered CzechDreamin in its own article, I immensely enjoyed the date even though I don’t remember much and I’m super grateful that the whole team agreed to repeat it this year (yes, we are looking for speakers and sponsors and we also sell tickets). I think we take it more seriously this year, we already had two calls about it in last a few months and will see whether anyone will want to do it next year as well 🙂

Moment #2 – BBQ

When Paul said to me a long while ago that I need to get a co-leader for user group I didn’t really understood why. But I’m super glad that I persuaded Alča to join me and even though she still feels she doesn’t do much (she has no idea I do close to nothing and feels guilty) she has great idea.

Organise one meeting with no content and just have a BBQ was probably the best meeting of the whole year, we had time to chat to each other (even though I didn’t have time to speak to many people as always), Dan Appleman joined us for the evening as well and probably the whole SF sales team came us well. Definitely on the list for this year as well.

Also great to see the growing list of other community groups in the region – 6 groups at Prague, two in Brno and one in Bratislava.

Moment #3 – YeurDreamin & DX presentation

I skipped all dreamin conferences last year and made it just to YeurDreamin. The conference was awesome, meeting people who helped us with CzechDreamin was great but the best part was, that I was able to persuade Adam to join me on stage to deliver a presentation about DX. I feel he liked it and it also somehow change the atmosphere inside the company and it looks like we start to take conferences more seriously and some people try to speak on as many of them as possible (super hard).

I did my first presentation about DX at Dreamforce 2018, when I just forced myself to learn it (I didn’t know anything about it before I submit the abstract). From then on I use it on daily basis even though probably just for some basic stuff, but even that saves a lot of work. Also great to see how the whole company is changing, we start to use it on projects, consultants fight with it (or rather with Git, but as we said during the presentation – we blame DX while we put a lot of new components into the game and DX isn’t necessarily the problem).

Moment #4 – PwC team & mentoring

Finally last year we started to grow our Czech Salesforce team at PwC. We suck at equality and girls (women?) already complained about it so I definitely need to find some man into the mix.

It is great to see the new people, how they are eager to learn everything, how they challenge me (can you do multiple tabs for the same object in Lightning App?) and that I can share my knowledge and experience.

I also mentor people in CRM pro neziskovky and for Supermums and it is great experience, which teach me something new every time they ask.

Moment #5 – Pledge1Percent

I became member of the Pledge 1% and decided to donate more than the recommended 1 %. But the important part of this is, that I was able to hit my goal I set myself long time ago. That feels good.

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