Salesforce Certified Marketing Associate

The latest Salesforce certification done!

Marketing Associate certified

And this one was interesting. There are already a few „associate“ exams and I would say each one is different. The Salesforce Associate is about general knowledge, knowing some bits about reports, about community, that declarative approach is a thing. The AI Associate is all about AI, all the words about it, pretty narow focus.

The latest certification is focused on marketing and while still on the associate level (read ok for juniors) it is pretty tricky I would say.

It covers the whole spectrum of questions starting from general marketing knowledge (what is landing page and different types of marketing) to overall knowledge of the Marketing Cloud capabilities. While keeping it at high level you still need to know basically about everything – journey builder, sender/delivery profile, message classification, A/B testing, GDPR (and I’m not sure I was just lucky or the other laws aren’t covered) and the list goes on.

And that’s probably the really good part of this exam – when you’ll see people have it you know they have the wide knowledge of marketing topics. Probably not deep enough, but enough to think about all things related.

Now go and get it as well!

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Integrace s ARES

Nový rok, nová překvapení alespoň pro část z mých zákazníků, kteří používali v Salesforce integraci na ARES, která jim umožňovala automaticky tvořit záznamy firem jenom zadáním jejich jména nebo IČ případně je aktualizovat. Historicky balíček s takovou funkcionalitou vytvořil Sprinx, ale po přechodu na Lightning přestal fungovat, takže dalšími dobráky byli AspectWorks Solitea Seyfor. Nicméně od nového roku nám ARES přešel na novou adresu a balíček přestal fungovat a protože Seyfor mezitím rozpustil Salesforce tým, tak tuhle drobnou změnu nemá kdo zapracovat.

Smolík klienti, zadávejte to ručně, zaplaťte si integraci na Merk nebo řekněte partnerovi, aby vám to naprogramoval, což je otázka desítek tisíc.

A pak jsem trochu přibrzdil a uvědomil si, že flow přineslo spoustu novinek a External Services je jedna z nich. O jedno línější ráno později a boom, ukázkové flow, které může pomoci.

Ukázkové flow

Ufff

Vypadá to horší než to ve skutečnosti je. První rozhodnutí jenom řeší, zda jde o existující záznam a v tom případě se vydá větví vlevo a přiřadí její IČO do proměnné. Pokud se na tlačítko kliknulo z pohledu tak vyskočí obrazovka s polem pro zadání čísla následně ho přiřadí do stejné proměnné.

Další rozhodnutí – máme k dispozici IČ a pokud ano, tak jdeme volat webovou službu. Tohle je překvapivě snadné v dnešní době. Ano, zahrnuje to potenciálně několik kroků, protože nejdřív se musí vytvořit Named Credentials, které v případě ARES jsou prázdné (anonymní přístup) ale v případě jiných webů tam může být autentikace. Další krok je vytvoření vlastního volání, kde člověk specifikuje konkrétní adresu, její parametry a jak vypadá odpověď. Tohle všechno má ARES hezky popsané v dokumentaci případně přímo ve Swaggeru, kde je vidět celá struktura.

HTTP Callout specifikace

A pak už je jenom kontrola zda hledání dopadlo úspěšně (návratový kód 200) a pokud ne ukážeme uživateli chybu. Pokud ano tak zase kontroluji zda jde o aktualizaci firmy nebo tvorbu nové a máme konec.

Poslední detail je tvorba tlačítek, kde pro aktualizaci je možné použít akci, pro tvorbu – protože ji voláme z listview – musíme vytvořit tlačítko s URL flow a za něj je přidán parametr retURL, který určuje, kam má být uživatel přesměrovaný po skončení flow. Přidat tlačítka do listview a na page layout a je hotovo.

Celé se to dá zkomplikovat hledáním podle dalších parametrů, od toho jsou jiné metody.

Salesforce nám ty věci v dnešní době hodně zjednodušuje a činnosti, které dřív byly vyhrazeny programátorům najednou může dělat každý. Takže si nainstaluj tohle ukázkové flow a hraj si a upravuj podle svých potřeb.

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Salesforce v Česku s Dragonfly360

Dragonfly360 logo

Dragonfly360, firma které jsem si všimnul na letošním CzechDreamin. Potom to Petr pojistil jeho skvělými tipy na LinkedIn, a to mu stačilo, abych si ho pozval do podcastu a chtěl zjistit víc o tom kde se vzal, na co se orientuje a jak mu funguje byznys. Vlastně nejenom on, v té firmě je jich víc a některé nápady jsem zatím nikde jinde neslyšel.

Zápisky

  • člověk iteruje, kouká na otevřené dveře, zkouší a buď to vynde nebo to nevynde. A stejně to je se založením firmy;
  • silné zaměření na real estate, ale nejenom tahle vertikála;
  • druhou nohou je managed service, pro který si vyvinuli vlastní balíček pro komunikaci se zákazníkem, kontrolu provedených změn, vykazování práce;
  • znalost konkurenčních řešení (v tomto případě Microsoft Dynamics) může být fajn při argumentaci proč Salesforce;
  • Petr dává skvělé tipy jak něco udělat na jeho LinkedIn, využít Power Automate (od Microsoft) na generování dokumentů je jeden ze skvělých nápadů nejenom pro jeho cost-benefit poměr;
  • dva až tři nové půlroční projekty ročně jsou takový zlatý střed, na který v této době kouká. Sales, Service, trochu Data Cloud je to co láká, Marketing Cloud trochu znají, ale úplně neláká. K tomu CRM Analytics/Tableau a k tomu znají i PowerBI;
  • filozofie buňkových týmů (američani by řekli one pizza team), které jsou v zásadě fixní, izolované a kterých dělá v rámci firmy víc a víc. Plus těch pět lidí je ideálních i z hlediska projektů, které (minimálně nyní) dělá;
  • reference fungují na získávání zákazníků nejvíc, LinkedIn je takový běh na dlouhou trať;
  • mezioborová znalost šetří potenciálně hodně času – naučte se je a učte je zákazníky. Ať se jedná o chatGPT nebo ovládání počítače;
  • office nebo remote? Remote asi funguje víc, nicméně lidi se potřebují potkávat, ale naučit se jde všechno;
  • najmout seniora je potenciální risk – je dražší, nedá se přeučit. Školit si juniory, ideálně už na škole, je možná vlastně lepší myšlenka, která Petra láká;
  • jak naučit juniory? Trailhead, certifikace, konzultace se seniory. Někteří chtějí samostatnost, jiní chtějí být kontrolovaní;
  • v hledáčku mají podporu UnofficialSF s komponentami pro flow, které buď už mají hotové nebo na ně mají plány;
  • pojistěte se!
Listen on Apple Podcasts Listen on Spotify

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Salesforce AppExchange Success Blueprint, Jakub Stefaniak

Salesforce AppExchange Success Blueprint, Jakub Stefaniak

I must admin that I’m constantly drawn to AppExchange and application development.

It might be my product owner working experience, desire to develop something useful, seeing the potential of delivering SaaS solution or something else, I don’t know. But at each CzechDreamin we have at least one related session and I developed a few applications for Salesforce (SmartEmailing integration, skloňování jmen, kraje a okresy), even though they aren’t published there, mainly because I didn’t want to become a partner.

Not a surprise then, that when Jakub published his book about AppExchange development I wanted to read it. Was it worth it?

Setting the stage

As we embark on this journey through the book, I’ll be your trusty guide, writing down all the interesting bits which catched my attention.

Ok, the language at the beginning and end of each chapter was a bit tough to read for me, Jakub said it at the end as well („laughing at my own jokes, a niche sense of humor, I know„), but besides that the writing style is great, clear and easy to follow.

The book is full of information I didn’t know before, some of them are probably easy to find and I just never had a motivation to look for them (did you know there was a dedicated website to demo jams or that there are regular Office Hours), some are obviously lessons learnt.

For every dollar Salesforce earns this year, the ecosystem will make $4.96, and by 2026, that number will rise to $6.19.

When I see how much Salesforce makes, the ecosystem will make a lot. And if an app is the path … I’m looking for idea!

5000 solutions, more than 10 million installs, 260+ Salesforce Labs apps – apps developed by Salesforce employees.

I also found the Ask Your Document in the book, which I recommended in my latest newsletter, Kaptio or Formula Debugger.

Idea or need first? Aka why projects fail

He speaks a lot about figuring the needs and pain points, but later on he speaks about the analytical part of the AppExchange as well, where partners can see what works, what customers use, etc. But it looks like there is no way how to analyze what they are looking for at AppExchange, so you can take some inspiration what they need. So you need to take Johann’s approach who searched IdeaExchange where he can add some value.

Jakub speaks about JTBD framework (jobs-to-be-done) and how it’ll help you focus on what is important, about differences when you develop product based on your needs or based on your feeling, and in such case there is nothing wrong to build a simple landing page to capture the interest and when it looks good develop and follow-up. Practice I saw and heard several times as a way to minimize risks.

Tips for developers

I do have the PD2 certifications, so I should know something, but real practice is real practice. You’ll learn about the important detail of global classes (they cannot be changed and I’ve been surprised by this once, when developer unintantionally made this change and I was surprised, why we cannot go back), about dynamic apex, dependency injections, extension packages, flow templates versus overridable flows, platform cache, why prioritize LWC standard components over SLDS tags (saw LWC which was just full of tags and didn’t use the components at all), and much more.

Salesforce Connect for ISVs, where each partner receives three licenses per customer. What, we can use that for free? Wow!

The small details, such as the fact that Activities can have only one lookup to any standard object, so if customer already one created and your package wants to add another to the same object, it’ll fail. Bummer.

Push upgrade and its benefits, I still don’t know why plenty of providers don’t do it and why it is also hard to subscribe to any newsletter about updates. They do have my contact details, why they don’t communicate on their own and why they don’t auto update as there is an easy way how to allow customers to disable these auto updates.

12 Chapters of great content

Spread across 300 pages covering everything from becoming a partner, through application design, finding the niche, developers tips and areas to focus on, security review, release management, onboarding of new customers, effective processes (including information about fractional CTO and their benefits), how to leverage analytics or manage technical debt.

I would say this book is a must for anyone who wants to develop an application which will communicate with Salesforce. It doesn’t have to run on Salesforce or be listed on AppExchange, there is plenty of information also for those who just want to connect. You might obviously find that the process might be complex and tricky and get in touch with PDO partner, who will develop the app for you. Jakub’s company is obviously mentioned a few times in the book, at Actum we do have the experience as well and my team developed most of the apps available on the Czech market.

All in all great book to have in your library, so jump over to Packt and buy it!

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I enjoyed FTD ’23

Almost surprising to say, but FrenchTouchDreamin was probably the first conference/event this year, which I really „just“ enjoyed. CzechDreamin was obviously full of work (including all the event before), London’s Calling and YeurDreamin was still somehow hectic, Dreamforce wasn’t quieter and while I prepared my presentation for FTD just the day before (ups, probably shouldn’t admin that publicly) it was the first time this year where I just relaxed and enjoyed.

Welcome candidates to FTD

Yes, the days before were hectic with no time, flight was delayed so I arrived directly for the speakers‘ dinner – which was absolutely fabulous.

In the morning back to the same location as last year, which is spacy enough with rooms all over and sponsors nicely in the center. This time I didn’t even activate the event app, had no plan to run around sponsors, really just wanted to enjoy people, presentations and interesting apps from the sponsors.

Sponsors

Which I should probably cover as first even though in fact it was the last thing I paid attention to. FTD not surprisingly had all those „traditional“ sponsors, but besides them there were plenty of new ones, I never heard about, but whom have really interesting applications:

  • heeet which tracks your website and paid ads and allow you to really see the costs of acquisition and how each channel works. Two folks company who has enormous potential;
  • EverReady which syncs all your sales activity with Salesforce and helps you figure out whether you communicate with the right people. And it might be perfect alternative to Einstein Analytics Capture;
  • PipeLaunch which syncs/parses with (not just) LinkedIn and remove manual work with entering all the data into Salesforce;
  • Sliced Bread with bold idea of doing ETL on platform.

People

FTD is happening at Paris so obviously the room was full of French and I didn’t understand a word. But plenty of international attendees were there as well I could connect with. Together with friends, speakers from other conferences, meeting people I know just virtually, bumbing into new connections absolutely randomly.

But most importantly – having the time to chat with them. Even though during the day I might got a bit down on energy.

And at the same time missing people. The tribute to Gemma at the beginning was amazing, sadly (or luckily) we didn’t know about Amanda at that time. Two at once would be way harder.

Presentations

As the whole day started with memories of Gemma, who was behind the Ladies be Architects, obviously we spoke about architects a lot.

Melissa and Louise started with what it takes and that everyone can be an architect and shared a list of resources where you can find more. Ansar, the „real“ keynote speaker followed and spoke about all those different types or architects who has their place during the project, about value they can/will bring into the project and their skills. (Not) surprisingly a lot of them are pretty „soft“ – speaking, listening, team work, problem solving, the list goes on. And then, under the line, similarly long list of technical skills.

Different types of architects in the project

Ekat and Cyril spoke about Einstein Trust Layer, how leaders are worried that they are missing out on AI and at the same time they feel more work needs to be done to address all the problems and challenges of its use.

Hyperforce is the next big thing which I wanted to cover at CzechDreamin but wasn’t really able to find someone who can tell us more. Jim told us probably everything he could and I oversimplified for myself – they don’t want to worry about data centers anymore so decided to use AWS instead. And the possibility of running Salesforce in my own AWS, which I heard a while ago as something which might be eventually possible, is just a dream. Single customer environment will be eventually possible, but probably not in your AWS. The main reason for this is the agility of adding new data centers.

  • Birgit and Stephane speaking about Data Cloud;
  • Pallavi about why design is important not just from the UX/UI perspective but can be a game changer when solving the right problems;
  • Rupert on packaging and how consultants can benefit from it;

and final word from Trish how she travels world and help her international clients to gain benefits while using Salesforce. Really love how she divide between her American and international clients, she doesn’t speak about volunteering but it is still a job, where they have to provide her with housing, food and travels.

Salesforce independent world traveller

Plenty of other great sessions, which were all recorded and should be on the website soon.

Evening drinks, some refreshment, trip to bars or restaurants and – again – late end around midnight.

Some run in the morning in nearby gardens, which should open at 8am, which means that the guard will start pouring their coffee at 8am, once finish they will take a slow walk around and probably half past the garden will be finally open. A few calls during the morning, checkout from the hotel at the very last minute and trip to airport via train, where they check everyone for their ticket when getting out. Completely redone airport if I remember correctly from last year, another delay of the flight, but by some miracle the about to be closed Prague airport opened probably just for us, cleared the landing strip and I’ve been home just when kids get ready for the bed.

What a perfect trip. A bit rushed this time due to other plans during the weekend, I would definitely love to stay longet, but what can I do. Get back next year? Tickets are already available!

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