Salesforce v Česku s Bluez

Povídání o tom, jak dva Slováci na Ukrajině nad variniki dohodli založení nové firmy v Česku, která operuje od Austrálie až po Ameriku. To je Bluez ve zkratce a mluvili jsme o všem možné, pojď si to poslechnout také.

Zápisky z povídání:

  • menší tým 15 lidí, který je stejně schopen doručit větší projekty;
  • plochá firemní struktura, možnost výběru projektů, flexibilita, otevřenost – jenom pár součástí firemní DNA;
  • takový typický projekt trvá 3 – 9 měsíců, projekt na mnoho let se už dneska moc nepodepisuje, ale i ty kratší pak mají další a další etapy, které řešení rozvíjí;
  • jsou schopni dodat Strategic Advisory, kdy celý ten plán navrhnou, rozdělí a postupně dodají;
  • na projektech používají Design Thinking metodologii;
  • do kanceláří chodit nemusí ale stejně tam chodí rádi, ve středu se typicky potkávají u oběda s externisty a dozvídají se nové věci;
  • mají dost globálních klientů, hodně jich je z Austrálie, některé z Ameriky mají také, ale tam už je těžké to časově zvládnout;
  • v Austrálii jsou zákazníci víc technologicky napřed, odvážnější zkoušet nové věci, inovace funguje lépe, zkouší zajímavější kombinace cloudů;
  • Innovation Squad jim dobře funguje, kdy klient má myšlenku a společně ji rozpracují a během dvou až čtyř týdnů vyzkouší, zda to dává smysl. Skvělá věc na rychlé učení nových věcí a současně zábava;
  • nebojí se zkoušet nové produkty, dělat si komplikovaná dema, zkoušet limity nových produktů;
  • doporučení funguje na získávání nových klientů skvěle, v Austrálii nemají problém s virtuálními pohovory, k tomu jsou napojení na CTA a lidi s hlubokými znalostmi, kteří dokáží pomoci a současně doporučit dál;
  • jeden z jejich zajímavých projektů je překvapivě „jenom“ Sales, Service a Experience Cloud dohromady, hlavně díky tomu jak rychle to společně s klientem vyvinuly a velkou část času strávili tvorbou hezkého vzhledu;
  • kromě Salesforce jedou i MuleSoft, jsou certifikovaný partner;
  • na účast na konferencích neměli zatím moc čas, ale chtějí to zlepšit, stejně tak pomoc nezisku, rýsuje se spolupráce v Austrálii i s Česko.Digital.

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Summer ’21 Release Notes

Salesforce Summer '21 Release Logo

It is the time of the year here again, when we get a new Salesforce release. I nick named this one as Release of Pilots, which is great and not so great at the same time. I really like that we know about all those cool pilots going on, I don’t really like the feeling that on those 612 pages of release notes it feels like half of them are pilots.

But don’t worry, I still found a lot of interesting things:

  • Einstein Search is generally available, which means it isn’t really a new feature, but reminds me I should really offer it to clients;
  • Page Performance analysis can analyse custom components and offer guidance how to improve them;
  • dependent picklists can have default values;
  • Customer Community licence now have access to tasks;
  • Loyalty Management add Czech as end-user language (pretty cool right that this $30 000/year product now supports even our language);
  • custom report type on Email Messages which can show you inbound/outbound numbers, effectivity of emails (open?) but it doesn’t work for list emails;
  • native LinkedIn integration, still paid from LI side, but no need to install external app. Plus Sales Cadence now supports LinkedIn in terms of sending messages;
  • Lead Scoring (paid add-on) now supports segments to better qualify your leads;
  • integration with Microsoft Teams is GA (will not be available from day 1) – you can mention records in Teams, inline edit them or post from Chatter to Teams.
Microsoft Teams and Salesforce Integration
  • CMS now supports scheduled publishing and un-publishing;
  • Enhanced My Domain doesn’t sounds like a big deal, but I really like the list of domains so you know what to expect;
  • My Domain will be mandatory from Winter ’22 – they wanted to do this a few year ago, finally looks like the time is here, need to enable those a few orgs which still didn’t do it;
  • ability to compare versions of Knowledge Base articles;
  • ability to change email of Guest User plus something about their licence, need to find more to fully understand it.

If your site’s guest users have the standard guest user license, update them to the provisioned guest user license, which gets updated automatically.
Updating the guest user license can impact which permissions the users receive. We recommend testing in a sandbox before updating production.

  • Data Pipeline (paid product) are Salesforce native ETL. At the same time here is a new feature for Tableau CRM which allows you to push data back to Salesforce objects, which looks like something with very similar feature set;
Salesforce Data Pipeline
  • Recipies versioning (Tableau CRM);
  • pivoting, clustering and time series
  • flow has some great new feature which looks like small things but brings nice benefits – ability to use IsChanged, IsNew and PriorValue in record-triggered flows, debug record-triggered and paused flows, additionally sort & limit collections, add record fields directly to screen and simplify the design a bit. Potentially big things is „Execute Record Update elements in bulk after loops for all Flow trigger types„, because if I read it right we don’t have to worry about putting records into collection in a loop and update after, because Salesforce will do it for us (just need to update API version to 52).
Debug paused flows

Betas

  • In-App Guidance offers targeted prompts – still did’t play with it but now I really should and provide documentation this way?
  • inline editing in reports (you need to contact support to enable it), support only some types of fields and one by one edit, but still nice extra;
  • restriction rules should solve a big challenge with Contracts & Tasks visibility, still strange we need to go with new feature on top of standard sharing instead of changing that;
  • expiration on Permission Sets, which can be valid longer than just for a session – specify date when the user will lose them and don’t worry about it;
  • Salesforce Functions – every developer waiting for this one, right? It will open after Summer will go live, you can subscribe to be notified;
  • Omni-Channel flow, which is a flow handling which agent will get which request.

Interesting Pilots

  • Platform Events with Channels to limit number of events your client has to process;
  • sending list emails directly from Gmail/Outlook;
  • Einstein Discovery supports external models (Python, TensorFlow);
  • Flow Orchestrator which allows you to create multi-step processes, they say that in the future this might also replace approval processes.
Flow Orchestrator

Others

There are a few other articles you might like:

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CzechDreamin Rapid style

CzechDreamin logo

It will happen!

Last year we decided at the end to postpone CzechDreamin conference due to all things Covid, beginning of this year we decided to postpone again, because the situation, at least in Czech Republic, was pretty unclear and we doubt anyone would be willing to travel these days and we didn’t want to go virtual. I mean I didn’t want to go virtual because I (intentionally) missed all the virtual conferences as I wasn’t able to focus.

And then April came and I was like „hey, I’m missing something and we really should do CzechDreamin.“ So without consulting with the team I made a decision, sent email to speakers and really appreciated their support as first confirmations started rolling in just a few minutes after I sent the email.

Because I wasn’t able to find the time and energy to attend any virtual event I decided to radically shift the format – most Dreamin style events have a presentations long 25 or 50 minutes and multiple tracks, but I want something else. Here the rapid style came to rescue me.

At the moment it looks like we will have 13 speakers covering everything from marketing to flow, project management, certifications, NPSP, data quality, adoption tracking or how to become developers. I would say we have great list of speakers all wiling to try something new and completely redo their slides as the requirement of exactly 20 seconds per slide means you need to be really precise in your presentation.

So if you want to join us mark your calendars for June 10th from 5pm till 7pm CEST (Prague time) and get your free ticket.

Partners

CzechDreamin 2021 Sponsors
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Salesforce v Česku s Merkle

Merkle Logo

Merkle – pokud jste o nich nikdy neslyšeli, tak se vůbec nedivím, ale jinak je určitě znáte pod jménem Isobar nebo blue-infinity. S Danem a Martinem jsme pokryli nejenom firmu a zákazníky ale i jejich přechod od zákazníka k dodavateli a jaký to byl (a pořád je) kalup, probrali jsme i konferenci Future Summit, kterou organizovali v dubnu a na přetřes přišel i CzechDreamin.

Zápisky z povídání:

  • mateřská společnost Dentsu je Salesforce označován jako #1 agenturní partner a z toho je zřejmý i ten častý přesah do byznysu a marketingu, není to typicky jenom o implementaci nástroje;
  • CX a Data jsou velké téma, ve kterém jsou silní, překvapivě jako většina mediálek, které jsou zvyklé mít pod palcem data zákazníků;
  • projekt by neměl nikdy skončit, pokud skončí tak je to špatně dodaný, je potřeba tam zapojovat další věc, rozvíjet a přidávat další cloudy;
  • čím větší firma tím méně cloudů, menší a střední firmy jsou v tomhle progresivnější;
  • marketingová automatizace vám může přidat práci, protože nabízí víc možností;
  • rozdíly mezi odvětvími se smývají, mají třeba své extra regulace, ale v zásadě začínají být hodně stejné;
  • unikátní technické řešení je fajn, ale opravdu jsme splnili potřeby zákazníka a ideálně ještě víc? Benefituje z toho?
  • tým je ve 3 zemích, 4 městech, 27 národností;
  • měsíční celofiremní allhands, neformální pivka s leadership týmem;
  • lidi jsou nejdůležitější, značka je vlastně jenom logo, lidé musí být na prvním místě protože jinak je to jenom prázdná schránka;
  • Praha je magnet pro zahraniční pracovníky;
  • loni byla Salesforce akademie a vyškolila lidi z jiných technologií;
  • plná podpora od firmy při certifikacích, incentivy za každou certifikaci, ale až sdílení znalostí a zkušeností je klíč k růstu týmu -> knowledge sharing sessions, Salesforce news, learning Fridays, Dentsu academy, veřejné code reviews a radění jak to dělat lépe, architecture reviews, týmy mají nepovinné schůzky, sdílení napříč týmy;
  • CSR aktivity – moc toho vlastně neumí, takže dělají pro-bono práce nebo sponsorují nějaké věci;
  • konzultantská práce je tvrdý chleba, mnohem intenzivnější než na straně zákazníka, rozvoj lidí je na straně zákazníka také pomalejší. Na druhou stranu na straně dodavatele není potřeba řešit ty přípravy projektu a tanečky kolem toho;
  • Future Summit se povedl – 700 registrovaných, 150 online při zavíračce, snad se zopakuje na podzim nebo příští rok;
  • CzechDreamin bude určitě, grilovačka v červnu se snad taky povede

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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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