DocuSign Gen

There is a new tool on the market for document generation, which I had to try. I have great experience with S-Docs, so of course I compare those two and this comparison shows how new DocuSign Gen (DSG) is.

It is simple

First of all – when you install it, the UI is simple and quite sufficient. Five simple tabs in a form of wizard, which will get you through.

DocuSign Gen template wizard

It looks sexy, until you switch on second tab with fields and you need to find those you want. There is one long list of all fields and related objects and you have to scroll up and down. And you have to add all of them, because they aren’t used to just give you the code but also query the database, so when you add different field to your (word) template you will get an error.

Field selection

First comparison to S-Docs – you can use the fields to dynamically render parts of document, but you cannot set their format, how date should be visualised or what is the precission for numbers.

Otherwise the work is really easy – just open your Word document and copy and paste the field codes where you need them. Upload the document and select whether you want the output as Word document or PDF, which is better than in S-Docs, which – as far as I know – cannot convert the Word document to PDF.

Create a flow

DSG is Lightning first (I would say) and for each template it generates a button, which you add to page layout to be able to generate document from the template.

It is great, until you have more than a few templates per object. Then the S-Docs‘ approach, which allows you to select which documents you want to generate (and support one click generation as well) is better.

S-Docs is also able to generate documents on background by creating a job record. DSG doesn’t have anything like this, the only thing you can do (with a bit of development skills) is to tweak the default Lightning Component it generates for each template to allow its use in flows and then you are able to generate the documents directly from flows.

DocuSign Gen Lightning Component - most of it generated automatically, I only change the "implements" and recordId

Integration with DocuSign

I remember days, when S-Docs has been integrated with DocuSign, but it isn’t the case anymore. So I somehow expect than DSG will be integrated and I would be able with one click to generate document and send it for signature.

Not the case, it might be in a roadmap, but now the approach is, that you generate the document with one click, you want to check it anyway and then you send it with another click to DocuSign. Make sense, but still, the one click approach would be awesome.

User management

Good to remember, that you have to add users, which are allowed to use DocuSign Gen. What might be surprising (for you and for them), that they will get an email with confirmation link, which they have to click and create their account on DocuSign website. Not sure why, but it is definitely something you have to communicate with them, otherwise they will just ignore the email (especially as the link doesn’t work when you are in trial) and then be surprised that the document generation doesn’t work.

Conclusion

A while ago I tested a bunch of different solution and S-Docs came out of it as a winner. The UI might not be the best and most sexy, but the price/feature ration is definitelly one of the best I saw.

I miss the Word -> PDF conversion a lot and it is the reason why I really like DocuSign Gen. A few more improvements, which will came over next a few month I’m sure, and it will be even better player than now and I might switch to it.

Napiš komentář, díky!

Welcome to the Salesforce MVP Program

I’m probably the latest to blog about this, but at the beginning of April I’ve been awarded with the Salesforce MVP title. And from that time people started to ask – what it exactly mean and how can I get it?

Welcome to Salesforce MVP Program

What is it about?

Salesforce created the program a while ago and changed it from that time. Basically once a year the whole community can nominate people, who they think show expertise, generosity, leadership and advocacy.

Not sure about the first point, as some MVPs publicly declare they don’t really know much about the technology, but the rest is true.

Then they check all the nominations, get feedback from existing MVPs (e.g. it is a good idea to be known among them as well) and then blackbox will decide, who will become MVP and will make it to less than 300 people worldwide. The whole process is described on their blog.

Benefits?

You know, I signed the NDA and everything is secret. But some benefits are publicly available:

  • access to Premium Support, which I can use for my clients as well;
  • free certification vouchers – which I struggle with, because I can use them but still, why not let my company pay for them if they want the certifications?
  • special access to product team;
  • early access to beta programs – which sounds cool, but as customers cannot use it yet, is it worth the time to know, where it goes? To me yes, to others?
  • free ticket to Dreamforce and discounts to other events (you still have to pay for flights and hotel).

What you did?

You might want to make it as well. Don’t make it your priority, it really should be a reward. But it doesn’t mean you cannot copy what I do, it will help the whole community.

And probably the most important thing – I did and do it all for my pleasure, not for my benefits.

I hope you got the idea. In a nutshell it looks like I don’t bother working much for my employeer but rather spend my time elsewhere. Hope it isn’t true and I’m just more effective than those who cannot imagine how I make it all happen.

Is it important for customers?

Frankly, I hope it isn’t. As I wrote above, they can even feel I won’t have time for them.

But they definitely benefit from it. Not from the MVP title, but from the actions:

  • I learn a lot by helping others and I can use it for their benefit. This led me to all my certifications and being System and Application Certified Architect plus certified consultant on most Salesforce products is something they benefit directly;
  • I can hear about new features well before they are ready, prepare them and don’t waste money on thing that will become standard. It also means we push some changes to the future just to save money and energy;
  • I can use by network to ask people with more knowledge how to approach things;
  • I always learn a tons of new things on conference and I don’t hesitate to use this knowledge. If you not going to conferences you definitelly miss a lot.

Who will be next?

I’ve been told I’m the first Salesforce MVP in the CEE region. You have to be active in the community for 12 months and next nomination round will open probably in December, so you won’t make it unless you are already on the way, but why not aim on next year?

Bullshit, you cannot get the title, but you can do all those great things and benefit from them anyway. Do them. And let me know!

Napiš komentář, díky!

Learn more about marketing

Another user group, another topic. This time in English and at Deloitte’s new building.

The line up of speakers is almost finally, still waiting for one more speaker to confirm and one to provide abstract, but besides that we have general idea what it will be about.

Filip Paseka from Zonky will show us how they implemented and use Marketing Cloud, the abstract is pretty simple – only limitation is your imagination. And as Zonky is pretty cool brand I’m really looking forward to learn more how they are looking for those with money and those who need them.

Robert Gassmayr from Hexagon Manufacturing Intelligence will show us how they used Pardot to drive awareness before conference, catch leads at conference and do reporting after. This helped sales team to be more prepared who they should meet there and drive business further.

Zdenek Pejcel from Mooza Inspire wanted to tell us more – if I remember correctly – about campaigns, what is the difference between campaign, newsletter and journey, when to use Salesforce, when Pardot and when Marketing Cloud.

Our hope to attend secret speaker wanted to showcase Marketing Cloud/Pardot live, will see what the result will be (you know customer first).

Surprise surprise

Ok, when I’ll tell you it won’t be surprise, but we will celebrate. 10th meeting, 2nd year of activity, 248 members at Trailblazer Community Group (that’s pretty ugly number, can we round it soon?)

So there might be a surprise for everyone and maybe even some for a few special people (will do my best to select them).

Not sure this celebration makes it any special and we will make it over 100 attendees , but never say never and always expect the worst.

So how many of you will I see? And personal goal – to how many of you will I find time to speak?

Registration mandatory as always.

Napiš komentář, díky!

MuleSoft training

MuleSoft logo

At PwC we decided to dedicate this year to learning more and started with regular workshops, which are open to other partners/customers as well.

First one was about FSL – Field Service Lightning. 18 people, very positive feedback.

Second one will be about MuleSoft. Monday June 3rd, PwC Prague offices, free of charge, registration required.

The workshop will be led by Patryk Bandurski, PwC’s MuleSoft certified expert and MuleSoft Meetup Leader for Warsaw, who has been doing Mule for over 7 years.

Agenda

  • What is the Application Network? (for Business/Customers)
    In this section, the term Application Network will be explained. You will get the insight at what this do and enable in your organization. Strongly connected API-Led connectivity will be thoroughly explained as well.
  • Service contracts design using RAML on Anypoint Platform (for Consultants with less MuleSoft knowledge, Consultants, Integration Architects)
    At this part, we will dive into desiging REST services using RAML language on Anypoint Platform. You will get familiarized with know how to use all the tools that the platform provides in order to deliver the best quality assets. It won’t be only theoretical, you will see a demo, demonstrating the full lifecycle of designing a sample API.
  • Quick prototyping with Anypoint Designer (for Consultants with less MuleSoft knowledge)
    MuleSoft introduced a thin client to deliver a quicker integration code. During this presentation, you will see what capabilities this tool has and how to use them. On DEMO you will see how to quickly prototype the service with already defined API contract.

Looks good? Wait no more and register, we will confirm registrations at the end of May. You are responsible for your own expenses.

Napiš komentář, díky!

CzechDreamin: Call for Speakers

CzechDreamin logo

We have three more weeks to submit your session abstract for CzechDreamin, which looks like a plenty of time, but comming with the right topic might be hard. With no particular order in mind or paying a lot of attention (like „this is what I would like the CzechDreamin be like) I not only call all of you to submit a session, but I came with a few ideas for you as well.

And you know, we appreciate every session!

Ideas

  • how to put my app to appexchange;
  • are certifications worth the money and time;
  • 8 things every admin can do to improve user experience on their instance;
  • how to start with Salesforce;
  • Einstein Analytics crash course;
  • Mule Soft crash course;
  • Pardot/Marketing Cloud crash course;
  • LWC crash course;
  • what is the difference between Pardot and Marketing Cloud;
  • automate, automate, automate. But with which usecase can we start;
  • how to jump on the CI wagon as well, what are the ways;
  • are user groups worth the time spent on them;
  • the one Salesforce product no one heard about but every one have a use case for;
  • how to use Chatter in daily life;
  • FSL aka a way how to support your people in field;
  • 5 reports every instance should have;
  • inside Salesforce – some great session about architecture;
  • LWC or Aura components – should we even ask this question;
  • way to Salesforce DX for admins and consultants;
  • new Flow Builder is here, how to stopped be intimidated by it;
  • how to make life easier for admin – the best extensions here;
  • everyone have a use case for Salesforce Community, what is yours;
  • how to write the best tests ever;
  • unmanaged, managed, 2.0 packages and other flavors.
Napiš komentář, díky!