Salesforce Weekly

Hello, we're Salesforce Weekly. But you can call us Mike, Ines, and Chris.

Awesome Admin to Application Architect …And Beyond! [Video]

For this week’s post, I wanted to share a recording of a talk I’ve delivered at a few Salesforce events in 2017. The talk is all about the Salesforce Architect Journey, with a particular focus on why I believe that the architect track is a truly valid one for us administrators to consider. Wondering whether Read more about Awesome Admin to Application Architect …And Beyond! [Video][…]

Dreamforce Digest #4: Final Thoughts, Videos and Farewells

Here we are with our final digest of the annual Salesforce megafest, AKA Dreamforce! For some of us this was our regular escape off to San Francisco for the learning event of the year – the equivalent intake of knowledge to an MBA degree in the space of four days – but for our Dreamforce Read more about Dreamforce Digest #4: Final Thoughts, Videos and Farewells[…]

MVP Party

Dreamforce Digest #3: My first Dreamforce

@dreamOle__c #MVP close to the stage before keynote pic.twitter.com/LemGmscev8 — Agustina García (@agarciaodeian) November 6, 2017 In one line: it was insane! I actually took some days to visit San Fran as it was my first time there, and it’s a super foodie place! My favourite? So far it’s Tommy’s Joynt. If you’re planning a Read more about Dreamforce Digest #3: My first Dreamforce[…]

Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest

In the second part of our Dreamforce Digest series, I wanted to share some information about what’s on Salesforce’s roadmap for the coming releases. For me, this is probably the biggest benefit I get out of Dreamforce each year: attending roadmap talks and the ever-popular True to the Core session with Parker Harris, Shawna Wolverton, Read more about Dreamforce Digest #2: The Future of Flow …and the Roadmap for the Rest[…]

Dreamforce Digest #1: My my my – Salesforce gets personal

The dust has settled after yet another Dreamforce, giving us the chance to breathe and attempt to descramble everything we heard, saw and learnt. So here are our headlines… “We Are All Trailblazers” The overarching theme this year at Dreamforce was “We Are All Trailblazers”. Now who would have guessed just how iconic the “Trailblazer” hoody Read more about Dreamforce Digest #1: My my my – Salesforce gets personal[…]

Why is Salesforce Awesome?

It made sense for me to have my first official post as a SalesforceWeek.ly teamy about why I have chosen Salesforce as my career. Well, it all started once upon a time… I was helping a company on an interim placement with their CRM roadmap, we had a great (and relatively newly appointed) CEO that Read more about Why is Salesforce Awesome?[…]

Introducing the NEW Salesforce Weekly …and Ines Garcia!

Well, hello there, you! And welcome, welcome, WELCOME, to the new and improved Salesforce Weekly! We are delighted to be able to relaunch this site with two massive improvements. Firstly, you’ll notice we’ve redecorated the place. We hope you like the new look. But, most importantly, our writing team has grown to three, with the Read more about Introducing the NEW Salesforce Weekly …and Ines Garcia![…]

Release In Action: Winter ’18 [Video]

Yesterday, Mike and I took part in our thrice-yearly challenge to get our two sets of kids to stay quiet just long enough for us to get through a webinar presentation without too many screams. And that can only mean one thing: it’s Salesforce release time! Yes, we were thrilled to be invited once more Read more about Release In Action: Winter ’18 [Video][…]

Why Lightning Experience is like Brussels Sprouts

“Hello, my name is Chris Edwards, and I never used to like Brussels sprouts.” It’s not the most traditional opening line for a user group presentation, I will admit, but this is how I began my talk to the London Admin User Group earlier tonight. So why was I stood there, sweating in the London heat on Read more about Why Lightning Experience is like Brussels Sprouts[…]

My DreamOlé Highlights

Last night I returned from a trip to Madrid to attend the first community-led Salesforce event in Spain: DreamOlé. I had decided to attend this event instead of this year’s World Tour stop in London (for the reasons I outlined in this post) and I can tell you that I was extremely pleased with my decision! Read more about My DreamOlé Highlights[…]

Release In Action: Summer ’17 [Video]

Yes, it’s that time again – another exciting Salesforce release is right around the corner! But for Summer ’17, we wanted to do something a little different. You’ve seen the release notes. You’ve read the many, many excellent blogs out there. So instead, we wanted to prepare you for the release by actually showing it to Read more about Release In Action: Summer ’17 [Video][…]

[Updated] An Important Announcement on the Salesforce Weekly Brand

Owing to an abundant surfeit of informative, entertaining and frankly pioneering posts, it has come to our attention that the Weekly aspect of our blog name is no longer enough to cover the sheer volume of articles that Mike and I have been pumping out of late. We are therefore delighted to announce our intention Read more about [Updated] An Important Announcement on the Salesforce Weekly Brand[…]

DreamOlé: Salesforce Fun in the Spanish Sun!

As much as I would dearly love to believe that it’s lying to me, it appears undeniable that my calendar is telling me it’s been nearly two months since the London’s Calling community event. And that means two things. It means it’s been almost two months since one of the best-organised and most enjoyable Salesforce Read more about DreamOlé: Salesforce Fun in the Spanish Sun![…]

Spring ‘17 – our new “favourite” release!

Here we are once more at one of our favourite times of the year – release time – as we usher in 2017 with the next release of Salesforce, which is looking to be one of our favourites. This release, we were honoured to deliver not one but two release readiness webinars for Salesforce, and Read more about Spring ‘17 – our new “favourite” release![…]

Spring ’17: Rapid Reaction

For many of us, this period in December is the point at which we start winding down in readiness for the holiday season. But not so for the always-on team at Salesforce – because for them it’s already beginning to look a lot like Spring ’17. The upcoming release’s preview notes dropped onto the web yesterday, Read more about Spring ’17: Rapid Reaction[…]

See Salesforce Weekly at Dreamforce 2016!

It’s beginning to look a lot like… DREAMFORCE! Only a few weeks to go now until the biggest Salesforce event of the year, and your Salesforce Weekly authors have been lucky enough to have had a session selected once again this year. We’re feeling even luckier this time around, not just because the competition for Read more about See Salesforce Weekly at Dreamforce 2016![…]

Summer ’16 – Our Top Ten Features

Before we knew it, Winter has become a distant memory and Spring is edging its way towards the exit. Yes, that’s right – Summer is nearly here! And that means that we’re also preparing for Salesforce’s Summer ’16 release, their 50th major product release! Quite the milestone for a company founded 17 years ago. It’s Read more about Summer ’16 – Our Top Ten Features[…]

The Awesome Admin Ten Commandments

Throughout our series of blogs on the Awesome Admin Ten Commandments, we have shared the rules that we think all Salesforce admins should know and (for the most part) follow. We had a lot of fun putting this list together, and even more fun sharing it with the community – not only through the blog Read more about The Awesome Admin Ten Commandments[…]

Admin Commandment #10: An Awesome Admin should sometimes… break the rules!

Rules are made to be broken, right? But, before you start groaning too much, this isn’t one of those ‘twists in the tale’ where we tell you the only rule is that there are no rules and that the first nine commandments were a waste of your time and can be ignored. Most certainly not Read more about Admin Commandment #10: An Awesome Admin should sometimes… break the rules![…]

Admin Commandment #9 An Awesome Admin should protect their org… for more reasons than you think!

So here we are then with the penultimate post in the Admin Commandments series and this time we turn our attention to how us Awesome Admins should be protecting our org. Let’s start with a simple analogy: Security is an Inside Out job! What does this mean!?! Well, from the outside, by protecting our org Read more about Admin Commandment #9 An Awesome Admin should protect their org… for more reasons than you think![…]

Admin Commandment #8: An Awesome Admin should always… care about the community!

As we approach the end of our Awesome Admin Ten Commandments series, we simply had to find space for a commandment relating to the Salesforce community which has taught us, and countless others, so much over the years. In an earlier commandment, we talked about the benefits of admins pushing on with their own learning Read more about Admin Commandment #8: An Awesome Admin should always… care about the community![…]

Admin Commandment #7: An Awesome Admin should always… position themselves between IT and the business

Welcome back to our series on the Awesome Admin Ten Commandments! Last week we spoke at the inaugural London’s Calling community event, releasing all of our ten commandments into the wild for the first time, and we’re excited to share the final three commandments with you all. Starting with… Admin Commandment #7: an awesome admin should Read more about Admin Commandment #7: An Awesome Admin should always… position themselves between IT and the business[…]

Admin Commandment #6: An Awesome Admin should always… blaze their own learning trail!

Well, you don’t have to be the brainiest admin out there to work out from the title that this commandment is about Trailhead. Sort of. What we want to talk about here is really using things like Trailhead as the jumping-off point for embarking on your own personalised learning journey for you and your org. So while Read more about Admin Commandment #6: An Awesome Admin should always… blaze their own learning trail![…]

Admin Commandment #5: An Awesome Admin should always… be ready for the next release!

And so we continue… What’s the next item on our awesome admin checklist? Salesforce pushes out new releases three times a year, yes that’s correct a new release drops in our laps not once, but three times each year. These upgrades arrive in the form of the Spring, Summer and Winter releases. Now, since the Read more about Admin Commandment #5: An Awesome Admin should always… be ready for the next release![…]

Admin Commandment #4 – An Awesome Admin should always… know the value of clicks AND code!

For Admin Commandment #4 we’re focusing on the age-old question of ‘how much code does an admin need to know?’, but with a twist. We believe an admin doesn’t need to know any code to be a good admin, but what’s certain is that they really need to know the value of code: where it’s Read more about Admin Commandment #4 – An Awesome Admin should always… know the value of clicks AND code![…]

Admin Commandment #3 – An Awesome Admin should always… backup their org’s data. Because Salesforce is (in some ways) no different to any other system you own!

It’s time for Admin Commandment #3 and this time we move towards perhaps the most overlooked subject in the entire salesforce universe: backups. Or, more importantly, the lack of backups. If we asked a room of admins who backs up their org’s data regularly, we can bet not all admins would raise their hand and Read more about Admin Commandment #3 – An Awesome Admin should always… backup their org’s data. Because Salesforce is (in some ways) no different to any other system you own![…]

Admin Commandment #2 – An Awesome Admin should always… use the sandbox for making changes (with a few exceptions!)

Here we go with our second Admin Commandment – an Awesome Admin should always use the sandbox, where available, for making and testing changes. Hopefully an obvious one, but you’d be surprised how tempting it is to go straight into production with something you might think is a ‘simple’ change. Luckily for us Salesforce have Read more about Admin Commandment #2 – An Awesome Admin should always… use the sandbox for making changes (with a few exceptions!)[…]

Admin Commandment #1 – An Awesome Admin should always… complete the description and help text fields!

We have been thinking about this one for some time and after bringing a dose of commandments to Release Readiness, we feel it’s time to turn our attention to you Awesome Admins. Over the next 10 weeks we’ll be taking you through the Admin 10 Commandments, dealing with them one at a time. What is Read more about Admin Commandment #1 – An Awesome Admin should always… complete the description and help text fields![…]

Keep calm, grab some hot cocoa and embrace Winter ‘16

So you’ve met the new Salesforce and you could be forgiven for thinking that the upcoming Winter ‘16 release is only about Lightning, but keep calm, this is not another Lightning blog! So if you are looking for the main Winter ‘16 features which are not part of the new Lightning Experience you should be Read more about Keep calm, grab some hot cocoa and embrace Winter ‘16[…]

Struck by Lightning

So then, the cat is out of the bag. In truth, the bag had looked distinctly feline-shaped for a while now, and in the last few days it had begun to make purring sounds. But now it’s completely, publicly, globally, officially out of the bag. And how. Salesforce promised us a big announcement, and they Read more about Struck by Lightning[…]

How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)

As part of our series of #FlowFeb blogs, we recently shared this example of how Flow can be used to help report on only the most recent child record. By creating a Most Recent Record checkbox field on the child object and using Flow to maintain this field across all records whenever a new one Read more about How To: Use Flow to Report on the Most Recent Record (Enhanced Setup and Extended Use Case)[…]

How To: Create Roll Up Summaries using Flow – Part 2

As promised and continuing on from my previous post on Creating Roll Up Summaries using Flow, I want to offer up one solution for recalculating Project Total Time on Delete of Time Entry records. Remember the last time? We showed how to use creations and edits of Time Entry records to calculate a rolled-up Total Time, Read more about How To: Create Roll Up Summaries using Flow – Part 2[…]

How To: Create Roll Up Summaries using Flow – Part 1

Roll Up Summary fields are one of the most useful custom field types in Salesforce, but not when your object model is based on lookup relationships. You see this magic only works on objects which are related as master-detail. So what are your options here? Install an app such as Rollup Helper from the AppExchange or Read more about How To: Create Roll Up Summaries using Flow – Part 1[…]

How To: Build a Formula to Add Months to a Date

After a few weeks without a new blog post, here is our second in quick succession! But I must confess this one did not take long to put together, as the topic I want to share with you today is something I’ve been looking into for a while now: adding months to a date in Read more about How To: Build a Formula to Add Months to a Date[…]

Process Builder: Welcome to the Future of Point-and-Click

  This year’s Dreamforce event hasn’t even run its course yet, and already there is much buzz in the community around some of the new features that have been announced. Here we will give a brief, immediate reaction to one that we believe is the future of declarative development on the Salesforce platform – the Read more about Process Builder: Welcome to the Future of Point-and-Click[…]

How To: Getting Started with Visual Flow (Part 2)

Let’s see how easy it is to build a Flow taking one of the use cases from Getting Started with Flow Part 1  http://www.salesforceweek.ly/2014/09/getting-started-with-visual-flow.html Solution Overview: Create a button which navigates the user to a Data Entry screen where they can enter basic details about a Primary Contact, such as FirstName and LastName.  Take the user entered details and create Read more about How To: Getting Started with Visual Flow (Part 2)[…]

How To: Getting Started with Visual Flow (Part 1)

Welcome to the first part of a post about Getting Started with Visual Workflow. I thought it’s about time we started looking into Visual Workflow, or simply Flow, in more depth, especially as it’s often touted as a saviour to many automation challenges on the success community. Until now, it has been the last option which Read more about How To: Getting Started with Visual Flow (Part 1)[…]

Driving Data Access: Profiles vs Roles

One of the first things that someone new to administering Salesforce will need to learn is how to manage data access by using and controlling profiles and roles. Unfortunately it can also often be one of the steepest learning curves, and if you’re anything like me you’ll be up and running on things like custom fields, Read more about Driving Data Access: Profiles vs Roles[…]

Where to find Salesforce Weekly at Dreamforce 2017

Whether you’re lucky enough to be joining us in San Francisco for this year’s Dreamforce, or whether you’re already looking forward to catching up on the session recordings online, this is where you can find your Salesforce Weekly authors in action this year… Make the Jump to Lightning …And Get It Right First Time Mike Read more about Where to find Salesforce Weekly at Dreamforce 2017[…]