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Salesforce left nav hacks now unavailable? Not yet…

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Well over a year ago Salesforce announced that they were going to retire slowly the “Left Navigation Hacks” in Salesforce. In the Summer 15 this took a next step of stopping the execution of JavaScript in homepage HTML components. This allowed developers to inject JavaScript code into the Salesforce left navigation to allow them to manipulate more or less any part of the Salesforce desktop user interface. This had positive uses too like allowing app providers like PostcodeAnywhere to dynamically search and clean addresses while the Salesforce user was entering information and not on save of the record.

There were two ways you could inject JavaScript into the left navigation of Salesforce, by either by using an HTML homepage component where you can enter your JavaScript or by using a JavaScript homepage link and put your JavaScript in there. Salesforce has now closed the door on using HTML components but kept the door open for homepage link JavaScript injection. I assumed they were doing both so keeping the JavaScript links available still allows you to embed JavaScript code.

I’m guessing this will be the next thing to be restricted but will it be the next release or announce and wait a year before closing it off? My betting is that it will be closed soon but does give developers a little more time to work on a solution to the retirement of the left nav hacks. But definitely don’t create any new left nav hacks!


Salesforce Lightning UI and what it means for developers!

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It can be summed up in one word. Javascript. It’s a hell of a tide change for Salesforce. So long Visualforce, hello lightning components! They are coming mainstream!

So, what does this mean for developers? Is Salesforce switching off the old UI? No… well not yet, too many companies have invested too much in it and VisualForce. Are they switching off Visualforce? will you still be able to develop VisualForce? Yes of course.

The Lightning UI is still a little way off from being complete. One of the reasons is that it doesn’t have a vast amount of components that VisualForce has, but this is defiantly going to change! With Lightning Components your creating a whole application rather than just a page in VisualForce, so the complexity is higher than regular VisualForce.

I’m expecting VisualForce to go the way of SControls in the long term, but this will still be a way off. But it’s time to start thinking about when to use Lightning Components over VisualForce, what are the scenarios that make sense to use Lightning Components? At some point Salesforce will stop the ability to create new VisualForce pages, only allowing you to edit. I doubt Salesforce will be actively developing new features into VisualForce as the concentration will be shifting on to Lightning Components, which to me makes sense.

You do have the ability to view VisualForce pages in the new UI in several areas. But the old and new UIs are very different and in that transitional period of replacing visualForce with lightning components I would love a full proof way to see if the page is being executed either in the new or old UI… and tweak the Visualforce page UI in order for it to display nicely.

Is there an easy way to migrate my VisualForce pages to Lightning Components?

No. They are two different frameworks. The only thing they have in common is that they use Apex as their controller layer (this is optional in Lightning as components have their own javascript controller), but the Apex will need re-developed/refactored to support Lightning.

Where can I learn more?

If you haven’t tried Trailhead now is your time to start! It’s a great free online tool for learning Salesforce. There are now 41 modules, 11 trails & 6 projects strong, and they have just create two trailhead modules dedicated to the new Lightning UI Experience. I would start there, it’s what I’m going to be doing!

Salesforce Lightning Trailhead Admin

Admin Trail: Migrating to the Lightning Experience

Goto Admin Trail

Salesforce Lightning UI Dev

Developer Trail Lightning Experience

Goto Dev Trail

Coming to Dreamforce?

Come to my session on creating lightning … with lighting:

Create Lightning with Lightning & IoT
Date: Tuesday 12th – 12:45pm to 1.15pm
Location: Moscone West, Inspiration Theater
Description: With Salesforce Lightning Components and Process Builder, it’s now even easier to have physical devices react to events happening within the Salesforce Platform. Join us to learn how to use Lighting Components, basic Apex, Process Builder, push topics, and a simple node.js application to talk to devices to publicly reward success or warn of impending doom within your office.
Sign Up

Salesforce MVP Blogs… the list

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Some of the most influential & knowledgeable Salesforce people in the world are Salesforce MVPs. They have a phenomenal amount of knowledge on Salesforce. So for me keeping an eye on Salesforce MVP blogs keeps me up to date with the latest goings on in the Salesforce ecosystem.

So here is my list of Salesforce MVP Blogs. I have to say when I started it I thought it wouldn’t take too long… BOY there is a lot of MVPs now! Some MVPs don’t blog as much as they focus their attention on user groups and other social networks but I’ve included everyone I know… I think.

I post the best blog posts from MVPs to my twitter.  Follow me to check them out!

If you are looking for non-MVP blogs, checkout Salesforce Ben’s Ultimate Salesforce Blog list.

This is not quite finished but I’ll try and keep this list up to date with new MVP Blogs. Please let me know if I have missed anyone!
UPDATES: 1st Sept – Added Kevin Poorman, Kieren Jameson, Andy Boettcher, 3rd Sep – Added Paul Battisson, Phil Walton, 11th Sept – Added Simon goodyear & tabs as the lists were getting big!

Click the tab above to view Admin Blogs & blogs that are not updated as often!

Here are a list of MVP blogs where the MVP focuses more coding development in Salesforce (Apex, VisualForce, Lightning components development) rather than declaritive click development.

 Andy in the Cloud & brickinthecloud.com – Andrew Fawcett
I follow Andy’s blog closely! His content is great! He is CTO of FinancialForce and has being doing a lot with IoT and LittleBits at the moment.

Abhinav Gupta
Based in India, Abhinav is a 4 time MVP and has a great blog dedicated to Salesforce development. He can be found at the Jaipur & Noida user groups.

Jeff Douglas
4x MVP I love Jeff’s blogs! it’s one of blogs I can’t wait to read the next post. Unfortunately Jeff has just taken a job a Salesforce as Trailhead Evangelist so unfortunately won’t be an MVP for much longer. But I’ve included his blog anyway :) paulbattisson.com – Paul Battisson
Technical Architect at Mavens & North UK developer user group leader. Paul has been an MVP since last year and has recently produced a nice video blog series on Lightning components, well worth a look!  Ankit Arora
Based in India Ankit is the Jaipur developer user group leader and the author of “Force.com Tips & Tricks” danappleman.com & Advanced Apex – Dan Appleman
3x MVP this guy is a genius. Author of Advanced Apex (probably the Apex bible for every Apex developer & has just released his 3rd edition!) although he doesn’t post that much I hunt out his talks at Dreamforce as they are always very enlightening!

Salesforce coding lessons for the 99% – SFDC99 – David Liu
2x MVP David works for Google and is awesome guy. Self-taught Apex and now has created an amazing blog focused at getting admins into developing on the Salesforce platform.

Women Code Heros – Kieren Jameson
New MVP this year Kieren has a great blog focused on women who code. Bob Buzzard – Keir Bowden
Keir is a 5x MVP, works for Brightgen in the UK, has all the Salesforce certifications and is author of The Visualforce cookbook. He is a fountain of knowledge one to bookmark! Tehnrd.com – Jason Venable
4x MVP can usually be found hanging out on the dev forums. andyboettcher.com – Andy Boettcher
Radnip.com – Francis Pindar
This very blog! :) SMGoodyear.com – Simon Goodyear
Simon is based in the UK and is an MVP & also a certified advanced developer trainer! His posts are great and really informative and some posts even go into un-documented features which is always great to know!  Anup Jadhav
Based in London Anup works for Cloud Sherpas London and became an MVP this year. He leads the London developer user group.

Carol Code and Vogue – Carolina Ruiz Medina
Carolina is based in the UK working for FinancialForce.com and is brilliant Salesforce developer, unfortunately her blog is in Spanish BUT if you are Spanish speaking check it out! I hear its brilliant :)

Salesforce Ninja – Chris Duncombe
New MVP this year Chris usually hangs out on Stack Exchange, Twitter or writing blog posts.

ca_peterson’s techblog – Chris Peterson
2x MVP Chris works for FinancialForce.com and usually hangs out on IRC (#Salesforce on freenode) was well as StackExchange.

Code Friar – Kevin Poorman
3x MVP Kevin is a great Salesforce developer and we did Apex 10 Commandments at DF13 together. Can be usually found hanging out on StackExchange and is also co-organiser of the EDU developer user group & Raleigh user group

Christopher Lewis
2x MVP Chris is based in South West UK and is co-organiser of the South West UK Dev user group.

Achievement Unlocked – Cory Cowgill
4x MVP Cory is US based and has contributed to Salesforce books as well as hanging out in the Dev forums, twitter etc. Vertical Coder – Daniel Hoechst
4x MVP and Salt Lake City user group leader. Jayvin Arora Jesse Altman
2x MVP Jesse works for FinancialForce.com and is Co-Leader of Lehigh Valley Developer User Group. Jitendra zaa
Jitendra became an MVP last year and has many Github projects based on Salesforce Heroku. Recently created a nice post on creating a radar chart as a lightning component. Salesforce.com Platform, Developer Tips & Tricks – Kartik Viswanadha
Became an MVP last year and is an advanced dev working in the US.

Here is the list of MVP blogs where the MVP focuses more on the declarative click-development of Salesforce rather than the coding (Apex, VisualForce, Lightning components development) of Salesforce.

Salesforce Ben – Ben McCarthy
Based in the UK Ben works for Conga as a Business Analyst and became an MVP this year and his blog is testiment to it! Great blog. Admin Hero – Brent Downey
2x MVP Brent leads the Denver user group and appears on MVP Office Hours. Phil Walton Consultancy – Phil Walton
2x MVP Phil is from the North of the UK and seems to run more or less all the northern user groups. As I’m from the South I don’t like to mingle with Northerns but in this case I make an exception :) He has a GREAT Phil’s Weekly Salesforce Tips Newsletter which is well worth signing up for! The Wizard News – Brian Kwong
3x MVP I love Wizard News, check out the podcast too! Brian is co-leader of the Wisconsin user & developer user groups.  Salesforce Weekly – Chris Edwards & Mike Gill
Both from the UK Salesforce weekly is a great blog for the latest going’s on in the Salesforce world. Database Sherpa – Ashima Saigal
MVP Last year and is co-leader of the Mitchigan Non-profit user group and co-leader of first Girlforce Admin201 Certification Study Group in 2014. Getting Unstuck – Bonny Hinners 
3x MVP Bonny is based in California and leads the Bay Area non-profit user group. One of my favourite posts has been ‘Some Projects Deserve to Die ExploitedDevOrgs.com – Geoff Flynn
Geoff became an MVP this year and lives in Canada! He started as an admin/consultant but then dived into coding after finding David Liu’s amazing blog. Gorav Seth  arkusinc.com Blog – Jarrod Kingston, Jason Atwood & Justin Edelstein
Well I’ve put this company blog down as they have several MVPs and also do a great podcast CloudFocus Weekly which is worth a listen!

Cheryl Feldman
1x MVP Cheryl runs the NYC user group & NYC Girly Geeks & Global Financial Services user groups.

EricForceField – Eric Dreshfield
3x MVP Eric is the Southern Indiana user group leader & founder and organises Midwest Dreamin’ and has presented a several Dreamforce’s A force to Reckon with – Elizabeth Davidson
5x MVP based in the US Chris Zullo
3x MVP Chris is my go-to-guy for anything Marketing Cloud.  LinkedIn Articles – Deepa Patel
4x MVP Deepa is Co-leader of the Silicon Valley user group and also runs the Admin Certification Study group. Jen Nelson
Jen became an MVP last year and is the Chicago user group leader. Simply Salesforce – Johan Yu
Johan became an MVP last year and is the author of “Salesforce Reporting & Dashboards” Geeking Out – Kelly Bentubo
Kelly became an MVP this year! Genreally blogging on twitter and also leader of the Charlotte User group.

The following list is a list of MVP blogs but don’t get updated as much, mainly due to MVPs concentrating on other social channels or offline channels like user groups:

 Amber Boaz
What can I say Amber is one of the MVP old timers, usually can be found at her local user group.

Andrew Gross
Three time MVP based in the US.

www.ForceBehindTheForce.com – Becka Dente
Works for Conga, what is not to love about Becka, 5x MVP and has a wealth of knowledge. Ikou Sanuki
5x MVP and based in Tokyo, Japan. Ikou is a developer. Becky Mae
3x MVP

 Adam Marks
Based in VA, USA Adam is a two time MVP and usually hangs out on Salesforce Answers.

Aiden Martin 

 Alex on Apex – Alex Sutherland
Based in the US Alex three time MVP Caroline Renard joe-ferraro.com – Joseph Ferraro
Joe is a 3x MVP and works for Maven Consulting and works on MavensMate the brilliant open source Salesfore development IDE. Kevin O’Hara
Developer and 2x MVP

 

103

Data Tips, Tricks & Strategy (Dreamforce Session Slides)

The largest European community Salesforce event is born!

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The Super Super Early Bird tickets are now sold out!

Well, it all started at Dreamforce with a group of us sitting around a table a pub discussing a big community event for the UK. An event where Salesforce developers, admins & technical architects, etc could all come together and collaborate. The opportunity to learn from each other on topics we all find interesting or challenging to solve. To inspire and most of all have some fun,

So enter “London’s Calling“. We’ve found an amazing venue SkillsMatter CodeNode, which is dedicated for technology events. So on the 5th Feb 2016, we will take it over for one day only! So what’s going to happen?

  • Opening address from Eric Kuhl; For those who don’t know Erica I think she was the 6th employee to join Salesforce, and she now heads up more or less all community activities at Salesforce.
  • Loads of sessions from community members; We are going to have a load of sessions for admins, devs & business leaders with several tracks of talks to choose from.
  • Keynote from Peter Coffee; You’ve probably seen him talking at the Dreamforce keynotes but when you go to his talks you realise he’s 20 years ahead of everyone. Can’t wait for this!!
  • Non-Profit: We have to charge for the event to pay for the venue, food etc but we’re not making any money out of this event. It’s by the community for the community. If a load more people come than we expect all profits will either be given to charity and/or kept for the next community event.
  • Plus loads more… Demo Jam, Sponsor Expo floor, amazing lunch & after event party!!

So sound interesting? Super Early Bird tickets ON SALE Grab yours now before they all go!

Find out more / Book Early Bird Tickets

If you are interested in being a speaker please let us know (if you do talk your ticket will be refunded).

If you are interested in Sponsoring, let us know too!

 

FCA signals steps for Cloud computing in UK Financial Services

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An interesting thing happened last month. The UKs Financial Conduct Authority (FCA) produced a document proposing new guidance for the financial services using third party cloud computing solutions.

 

The Financial Conduct Authority (FCA) is a financial regulatory body in the United Kingdom, but operates independently of the UK government, and is financed by charging fees to members of the financial services industry. The FCA regulates financial firms providing services to consumers and maintains the integrity of the UK’s financial markets. It focuses on the regulation of conduct by both retail and wholesale financial services firms.

 

What I find interesting is how FCA has embraced cloud computing using Salesforce extensively in its operations. It can only be a good thing that the UK regulator for the financial services industry is paving the way for cloud-based services. I do sometimes get frustrated with companies who don’t have brilliant physical/logical security around their internal information assets, and then say having an internal solution makes it “more secure”. The majority of successful hacks come from within the company not from external.

Ransomware, insider threats… companies not prepared

A recent report showed that nearly half (46%) of small business owners have no employee responsible for data security and more alarming that 27% have no process or policies at all. But even larger companies This year has been a tough year for security with just this week yet another attack. JD Wetherspoon was hit by a cyber attack releasing over 650k of customers records.

 

Cloud computing setup correctly (or even in some cases out of the box) could be more secure than some companies internal systems. Just the basic fact that you could, in theory, lock your entire IT and development team out of your production environment and have the deployment of changes & administration function a business function and not an IT one. This makes Cloud Computing at a reduced risk of internal attack, and when the majority of hacks are internal, this has to be a good thing. Just talk to the CIA, if Snowden (an IT admin) hadn’t had full admin privileges when he didn’t need them things could have been very different.

Click here to view the embedded video.

Read more at:

http://www.out-law.com/en/articles/2015/november/fca-paves-the-way-for-cloud-computing-in-uk-financial-services/

 

Adding columns to Salesforce Duplicate Management Result

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Brent Downey has created a brilliant post on Salesforce’s new “Duplicate Management” tool. But one of the obvious features that is missing is being able to change the columns that the user sees when the Duplicate Management finds a match. For example, if you are matching on (e.g.) the contact name and city, when you find matching records only the contact name and city are displayed in the matching table, and there is no option to change this, which can be a real pain! I want to see the company name, address, etc. So I can tell if an actual duplicate or not. But there is a solution that I mentioned in my “Data Tips, Tricks & Strategy” session at Dreamforce 2015.

Fake your Matching rule

Brent did a great post on how to setup Duplicate Management, but I’m just going to focus on the matching rule. Based on my example above if I wanted to create a matching rule to match contacts with a similar First Name and Last Name I would create a matching rule that looks like the following:

First Matching Rules

Duplicate Management > Matching Rule; Matching on Contact First name & Last name

The Problem

The problem with this rule is when it is displayed to the user ONLY the First name, Last name & Last name is displayed of the matching contacts. Which is a real pain because it doesn’t give you enough information to see if the person just happens to have the same name. I want to see the address information of that contact, which city they are in, company name, maybe their email address

First Matching Rules Result

What the user sees on a Matching Rule using First name & Last name

The Solution

The solution to this is to fake your matching rule. If the field is in the matching rule, it is displayed to the user. So you need to follow this logic:

(<your matching rule>) OR 
((<your matching rule>) AND <fieldYouWant> AND <fieldYouWant> AND <...>)

So If I wanted to see the contacts Account name, Email & Mailing City I would do the following:

Second Matching Rules

The fake matching criteria added on to the end of our original matching rule

The additional OR criteria doesn’t effect the original rule (that the First name and Last Name must match); it just adds in the other fields creating a fake rule that doesn’t make any sense at all. If 1 AND 2 match then the rule will never evaluate the “1 AND 2 AND 3 AND 4 AND 5”. SO when the user now sees the match they get the following:

Second Matching Rules Result

What the user sees using the fake matching rule

So now they see all the columns that you want them to see when a record is matched!

 

 

 

London’s Calling what you missed & how it came together

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Missed London’s Calling? Checkout the video above! But this is how it all started…

It all really kicked off just before Dreamforce 2015 with Jodi Wagner, Simon Goodyear, Louise Lockie, Kerry Townsend & several bottles of Champagne. We were sitting around the table and the conversation turned to something I think we had all been mulling over for some time. The creation of an event for the Salesforce community, BY the Salesforce community. An event where we could learn from community experts in Salesforce who had been at the coal face. An event that wasn’t a Sales event, but an event for Salesforce Admins & Developers designed to help us learn from each other and find out about new Apps in the Salesforce ecosystem whilst have fun doing it! :) Needless to say, Will Coleman turned up and more Champagne was drunk and then…

London's Calling Napkin

London’s Calling Napkin

London’s Calling was born… Our first rough sketch of the event (on the back of a napkin) consisted of a two-day event, this quickly reduced down to one day. Let’s “start small” and see what happens, hey no one may turn up!

Scale & Seeking Advice

None of us had run an event of this scale. I’ve been producing theatre productions in London for many years, so running an industry event can’t be that different? can it?… We hunted out community leaders who had created similar events in the US. We contacted MidWest Dreamin who had run their event for a couple of years. Their event had grown to over 40+ sponsors & around 800 people (if my memory serves). Their advice was INVALUABLE! Keeping the core team small initially to keep decision-making quick, the importance of a printed agenda/event guide, driving traffic to sponsors booths, the importance of cash flow & everything being transparent and most importantly non-profit among many other things.

We fired a survey out to people to see who would be interested in turning up to get an idea of numbers, also answer questions about the ticket price. We knew this event was going to cost quite a bit to run. One key question I had was “Why would you pay to go to London’s Calling if Salesforce World Tour is free”? For me, it became a question I asked myself throughout the planning process. What should the balance be between sponsors booth prices and ticket prices?. Was there anyone out there who would want to sponsor or even speak at London’s Calling? (at one point we did think it would be just the speakers listening to each others talks). In the end, we had 68 people asking to do a talk and we only had 28 sessions, which was brilliant, but we had to turn down some great talks.

Cashflow & Under-Estimating Effort

From the beginning, we knew cash flow was potentially going to be a problem. When I create theatre productions the venue almost always offers a box office split and they run the box office. In our case, we had to pay for the venue up front which was by far our single biggest expense. So we wanted to make sure we got the sponsors in early and incentivised them to pay early by allocating the best booth space & logo positioning based on who paid first. It seemed to work quite well. In the end incentivising the sponsors and doing the super early bird & early bird tickets (which each sold out in a day respectively) more or less did the job! At least the rest of the costs (food, drink, bags, t-shirts etc) we’re for payment nearer the event time.

We divided ourselves up with jobs. Simon in charge of the sessions, Kerry in charge of Sponsors, etc.. which seemed to work although I WAY underestimated the amount of times I had to head to the bank!… but that is a story for another day :)

Slack ran the project (well and a Salesforce org of course!). Constant messages backwards and forwards checking if this or that was correct. It was just a pity the rest of the team didn’t work in my work time which was usually between 11 pm and 1 am :)

We started having a face to face meeting with each other every two weeks; this turned quite quickly into every week.

Lessons Learnt

We’re having a “London’s Calling” debrief tomorrow with the team (we’ve been sleeping and avoiding each other ever since the event). Simon has had some re-adjusting to being outside “the hive mind” but we have somehow managed to come out the other side without killing each other.

Hopefully next time will be easier, we now have a lot we can now re-use (the Event Guide, the banner templates and banners). The event guide did take a lot longer to create. I based it on the theatre programmes I create, maybe 8-10 pages MAX, the event guide & flyer came in at a monster 26 pages! I had unfortunately forgotten about the session descriptions! Also just the knowledge of running the event will be helpful for next year. We had no idea at the start what “Sponsor Management” would mean, we do now :) Who would have thought that sponsors would prefer to pay with their credit cards rather than bank transfer?!

I also got the feeling that people didn’t realise that we would sell out? We had to increase the numbers twice and our poor sponsors had to dig around for extra swag! But hopefully, they liked that more people turned up! We received some emails from people saying they had booked a train or EuroStar or flight for the event but failed to buy a ticket. Maybe next time they will purchase the ticket in advance.

The future of LDNsCall

I do love Trailhead and what it has brought to learning Salesforce, but I still believe that nothing beats coming together and learning in a blended style of learning, where classroom and online learning can work hand in hand. Hopefully, this is the start of that approach within Salesforce, but also to celebrate the Salesforce community and how diverse and helpful it is. I learnt Salesforce from the community, I do hope it continues around the world.

My hope is that London’s Calling has lit a spark for more events like this around the world… I’m going to the French one hopefully if it doesn’t clash with my wedding! :) LC was a lot of hard work but worth every hour of effort. Maybe we got lucky? but I think it was just down to a great team :). Simon, Jodi & Kerry are just brilliant to “work” with… Roll on next year?

Missed out on the Sessions? check them out on YouTube!

General Talks & Keynotes

Administration Sessions

Developer Sessions

Just a couple of Tweets

We have had so many amazing comments about the event, here are just a couple of Tweets but check the video above for more!


Get to know the new European Salesforce MVPs!

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I am TOTALLY overjoyed to see eight new EU Salesforce MVPs!! Especially as several of them I mentored! I still remember when all the EU MVPs rocked up to the Salesforce London big Cloudforce event. There were just 4 of us, now 26 of us (I think). We’ve also added Italy & Israel to the countries that now have a Salesforce MVP in them. I’m also relieved that I was renewed this year as well. I’m now a 5x or 6x Salesforce MVP… I’ve lost count :)

The Salesforce MVP Programme is a programme run by Salesforce to award people in the community for their Accessibility, Expertise, Responsiveness, Leadership & Advocacy in Salesforce. If you want to learn about how Salesforce awards and MVP they have recently created a blog about the whole process!

And now for the new MVPs:

Mohamed El Moussaoui

Mohamed El Moussaoui

Mohamed El Moussaoui – France   
Mohamed & Fabien run the Paris Dev user group. They were both over from France for London’s Calling a couple of weeks ago and I was REALLY hoping this year would be the year they made MVP. They run the Paris user group for quite a while and they are both great guys!!
Website: http://www.elmoussaoui.me/#blog

 

Fabien

Fabien Taillon

Fabien Taillon – France   
Fabien did a talk at London’s Calling when he was over and its well worth a watch! “Style your application with Lightning Experience Look & Feel using SLDS
Website: http://www.fabientaillon.com/

 

Jodi Wagner

Jodi Wagner

Jodi Wagner – UK   
Ok, she is a US transplant but she knows she’s not going to be allowed back into the US. I’m going to make sure of that :) She runs the London Business User Group, London Women in Tech as well as one of the organisers of London’s Calling… she had four talks at Dreamforce last year and is generally all round amazing.
Website: http://forceofanarchy.com/

 

Roy Gilad

Roy Gilad

Roy Gilad – Israel   
Ok well, maybe not technically in the EU? (? I don’t know) but a very close EU neighbour anyway :) Roy is the Israel User Group Leader and has talked at Dreamforce and was to talk at London’s Calling but unfortunately, couldn’t make it. But hopefully, next year!

 

Enrico Murru

Enrico Murru

Enrico Murru – Italy   
Sooo chuffed to have Enrico as Salesforce’s FIRST Italian MVP! Totally brilliant. Check out this great dev blog and also has some great GitGub Repos.
Website: http://blog.enree.co/

 

 

Agustina García

Agustina García

Agustina García – Spain   
Agustina is like a Carolina double :) ok only because they both work for FinancialForce and both live in Spain :) She runs one of the few Spanish Salesforce dev blogs (although my Spanish isn’t great/non-existent). She also runs the North Spain Developer user group!
Website: http://agarciaodeian.com/

 

Alex Tennant

Alex Tennant

Alex Tennant – UK   

Based out in Bristol Alex and is a Salesforce developer. He’s been helping the community for several years and I’m so pleased he’s now MVP. Hangs out on StackExchange, Bristol Dev user group. He works for Desynit a Salesforce consultancy in Bristol. But definitely follow his blog!
Website: https://adtennant.co.uk/

Keith Clarke

Keith Clarke

Keith Clarke – Ireland   

Keith is a brilliant developer. He is in the top 0.23% of contributors on Salesforce StackExchange and has even developed on Force.com IDE package for Eclipse. Hats off to him he also has one of my favourite dev blogs too. “We’re not worthy” springs to mind.
Blog: https://force201.wordpress.com/
Company Website: http://www.claimvantage.com/about-us/

 

 

 

If Salesforce University & Trailhead had a baby, this would be it

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Join the conversation on LinkedIn

David Giller from Brainiate. Online or In Person?

David Giller from Brainiate. Online or In Person?

When David Giller from Brainate asked “Salesforce Training… Online or In Person?” on LinkedIn I couldn’t stop myself from replying.

 

I very much believe training is just one part of being at brilliant at your job:

  1. Training; You have had training in the subject and have an understanding of all the capabilities available to you. Maybe you have completed your Salesforce training, and you have the certifications.
  2. Knowledge; This you can only gain while on the job, through experience. Do you want to update a field on a record when the user does something? You know you can do it using a Workflow, Process Builder, Flow, Button, or Code, based on your training. They can all update a field on a record but which one SHOULD you use for your particular Salesforce org?
  3. Talent; I’m very much of the belief you can be talented at anything but its the hardest thing to get. You either have it, or you don’t. You just love it when the process you created works flawlessly. You get a kick out of finding ways of implementing Salesforce that your company hasn’t thought about and spending your lunchtimes finding better ways to help your users, and you just love doing it.
    I like to understand why people they do what they do, and if they have that spark of talent in their eyes. I remember speaking to a talented hotel room cleaner once. The last thing she did before she left the room was to lie on the bed and switch the ceiling fan on. She knew the first thing that a weary business person would do was lie on the bed and look up at the ceiling fan, and that would be their first impression of the room. Was it written down in training? no. Did she learn this from other cleaners? no, she just had a talent for cleaning.

Trailhead?

I love what Salesforce Trailhead has done to eLearning. The ability to learn and have your work validated is priceless, but it still has some of the common problems with eLearning.

Motivation
Salesforce have done an excellent job with the badges and points to get people motivated to do the modules, even the “Cloak of Invincibility” competition. But generally, motivating yourself to do eLearning is harder.

People skip to the end and try and answer the questions first before going through the learning.
But this could miss valuable information as the questions can’t include everything you should have learned in the training. Completing the tasks in a Salesforce org does reduce this problem which is a great advantage over traditional eLearning.

Classroom teaching is focused but maybe not relevant… yet
What I love about eLearning is you can dip in when you need to know the subject matter. Salesforce is now HUGE and it’s just not possible to know it all. Being able to do a module in Salesforce Analytics when you need to use it is invaluable. Going on a training course that could cover a vast amount of subjects you might not use immediately after you leave the training room.

Classrooms only have one-speed setting
The bigger the class the worst it gets. Having a “split group” is the curse of the trainer. Different people with different abilities and learn in different ways.

Blended Learning

blended learning

“If Salesforce University & Trailhead had a baby it would be Blended Learning”

When I worked at Escape Studios (An excellent Visual Effects training at production company) some ten years ago (ugh), we started experimenting on Blended Learning. Taking the best bits of online learning & classroom learning and bringing them together. People learn in different ways and at different speeds and some complex concepts really benefit by having someone going through the steps in front of you. Having a blended approach reduces the usually very high cost for classroom training but also allows those people who work at different speeds to go into more depth in the eLearning or for the slower students to re-cap their classroom training using the eLearning.

My wish is to see a blended integrated version of Salesforce training combining the best bits of Trailhead, online videos & webinars with the best bits of classroom and class collaboration.

 

Learn Salesforce Report Types in 10 minutes!

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This month’s Admin user group was hosted by Slalom a US consultancy that has just created an office in London. Thanks Slalom for a great venue overlooking the Thames!

London Salesforce Admin User Group at Slalom

London Salesforce Admin User Group at Slalom

First we had Andy talking about Slalom. Slalom is a US based consultancy that has only recently moved over to the EU with their first office in London. First up was Matt with his Chatter talk. Have to say it was really interesting! How do you get analytics on who has viewed chatter groups or feeds and surface chatter analytics as a global VisualForce action, kinda neat.

Then we had Matt with his Chatter talk “I didn’t know chatter could do that”.

Matt Morris Kicking us off with "I didn't know chatter could do that"

Matt Morris Kicking us off with “I didn’t know chatter could do that”

Have to say it was really interesting! How do you get analytics on who has viewed chatter groups or feeds? Then with the analytics you have gained how do you visualise that to all your users? via a global VisualForce action of course :) kinda neat. I’ve actually been working on a chatter project myself recently had have come up with similar limitations.

 

 

@MatMorris Showing Chatter embedded in Sharepoint

@MatMorris Showing Chatter embedded in Sharepoint

Matt also showed how to get your standard or lighting chatter feed to appear in SharePoint using Lightning Out. You can find out more about lightning out here!

This month’s Francis 5 minute feature is all about Salesforce Report Types. I think people need to give them more love than they do at the moment. Just click play above to see the video! ok it did come out at 10minutes on the video I did make it to 8 minutes at the user group but hey getting better :)

Who wants what out of the user group?

Who wants what out of the user group?

Finally, we had a feedback session to find out from the members what was working and what wasn’t with the user group. What do members want to see and we gained some great insight. Great to see the 5min features are doing well :)

Securing Salesforce has changed. Have you noticed?

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It was 5.40pm and my phone was ringing. I didn’t know it at the time but this was going to be one of “those calls”, I’d had one last year too. My friend had just left the bank after being grilled by them for 5 hours. The day previously someone had entered the bank, confirmed their identity and proceeded to clear out all her bank accounts and investments. The bank had thought that the thief had come back to finish off the job, thinking it was her they grilled her for 5 hours. The bank, in the end, managed to recover about half of her money but the rest had gone.

We had a chat and it came to me quite quickly that over the past month or so, someone had been slowly gathering information on her (hindsight is a terrible thing). Her phone went missing for a day only to reappear, the strange phone calls from “Microsoft Support”. All of which may have rung alarm bells for someone who had been trained in CyberSecurity but unfortunately she hadn’t, but that isn’t surprising. Only 15% of employees are trained in CyberSecurity.

Experts are saying British businesses are not doing enough to protect themselves. Cyber attacks are exacting a heavy toll on British businesses. Research company Cebr last year reported £34bn of increase IT expenditure and lost revenue due to CyberSecurity. The UK Government found boards of half of FTSE 350 companies only hear about cyber incidents only on an occasional basis or when something goes wrong.

Salesforce has a whole host of security measures in place to stop or reduce the risk of hacking, and rightly so. Security is incredibly important to them, one hack or perceived hack to ruin Salesforce overnight. But security isn’t full proof and the damage can sometimes harm a companies reputation maybe more than the actual attack. TalkTalk a UK cell phone company was hacked last year and lost 156,000 customer credit card and account details. Last week they announced, a year after the attack they had lost 101,000 customers and their profits had more than halved as a direct result of the hack.

A recent report of UK companies showed that nearly half (46%) of small business owners have no employee responsible for data security and more alarming 27% have no process or policy at all. But it’s not just isolated to small companies. Last year saw a conservative estimate of 487,731,758 records (based on public information) of data leaks from companies like Hyatt, Hilton HHonors, Costa Coffee, Mumsnet, 56 Deans Street clinic (that leaked 780 HIV patients and the NHS Trust was fined last week £180k) and JD Wetherspoon nearly 700,000 personal details were stolen.

Employees are now the weakest link in CyberSecurity

Now hackers have changed tack. As dedicated IT security hardware and software has increased in companies, hackers are now turning to the next weakest link. Employees! Several years ago a book opened up this world to the public; it was “The Art of Deception” it documented how social engineering techniques could be used to extract information from employees. All it takes is one small slip up from an employee to set off a chain reaction which could result in a cyber attack.

According to the PWC Global State of Information Security Survey, 2015, employees remain the most cited source of security compromise (over 55%), and incidents attributed to business partners also climbed 22 percent.

At last week’s London Salesforce WorldTour I demonstrated how a small release of information could ultimately result in an employee trusting a hacker and providing information. Here are some of the ways:

  1. Exploiting Public Information: Job boards have a wealth of information on a company, what technologies are used in a company as well as names of internal departments this can be invaluable to a hacker to gain an internal knowledge of a company.
  2. Phishing Emails: The hacker uses official-looking emails based on the public information to get the user to fill out an online form. The form may only just ask for the employee’s name and username and nothing more. Giving just your username isn’t a problem is it?
  3. Social Engineering: The hacker users the information they have received to convince a different employee that they are an employee to build trust with their target. With the information collected, they ask the target employee to confirm “their identity” by looking up their username on the internal network to verify that they are an employee. Now the trust is built with the employee they can continue with the next phase of the attack which again could be a very small step in a much larger plan of attack.

Get the skills to protect yourself online

Screen Shot 2016-05-24 at 11.26.26But it’s down administrators and developers to protect their system from their employees? Not anymore! Attacks are becoming more sophisticated. In my opinion, EVERYONE who uses the Internet should get at least basic CyberSecurity training to protect themselves online as well as ability to protect their company!

One of the best free online courses I’ve seen online has been created in collaboration with GCHQ (British intelligence) and is accredited by the Insitute of information Security Professionals (IISP). It’s a FREE 8-week course that gives you the skills to protect yourself online, no strings attached. I mentioned this at a recent user group and several people are now doing the course and loving it.

FREE CyberSecurity course

Take the User Authentication Salesforce Trailhead

identity_user_authentication Take the User Authentication trailhead on Salesforce Trailhead. This is a great module that introduces you to two-factor authentication in Salesforce. It goes on the premise that you can’t login to Salesforce without something you know (your Salesforce Password) and something you have (your mobile/cell phone).

User Authentication Trailhead Module

 

My Top Security Tips

  1. Switch off notifications on your cell-phone lock screen; Hackers realise that people are using their phones as 2-Factor Authentication. Google, Salesforce, PayPal, etc. all can send text messages with a code in them to your phone before you can login in Salesforce. This is a great extra security measure. But if you allow notifications to appear on your lock-screen sometimes the hacker doesn’t even need to know the code to your phone as the 2-factor auth code is displayed on the phone without needing to be unlocked.
  2. If you haven’t taken CyberSecurity training do it; Even if you “think you know it” do it! I guarantee you will learn something to help protect yourself as hackers are becoming ever more sophisticated and are constantly adapting.
  3. Learn about switching on two-factor authentication & IP Restrictions on your Salesforce org; Checkout the Salesforce module above.
  4. Tell others; Without getting the word out, more people could lose their life savings to hackers. Please share or tell others about the free online training.

5 years ago today a small event kicked off Salesforce Craziness

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It was a small event in the upstairs of ‘Kings Stores‘ pub, near Liverpool Street station, but it was the beginning of a real Salesforce community in London. 23rd June 2011 at 5pm, 5 years ago today around 30 or 40 people squeezed into the upstairs room of the pub for the first London Salesforce Admin & Developer user group. Organised by Wes Nolte, Anup & Bruce the event was tagged onto the end of a Tquila company meeting (from what I remember, they did like to have their meetings in pubs). I did a talk on Talend Open Studio (a free open source ETL tool) and how to connect it to Salesforce. The great ObiWan JeffNobi (Jeff Douglas) who at the time was working for Appirio and had flown over from the US did an unforgettable talk… so good in fact I can’t remember it. Sorry Jeff! Anup did a talk on a dynamic VisualForce component.

But since then we have grown… and grown and we now have seven… yes seven London Salesforce user groups in London:

  1. London Salesforce Business User Group
  2. London Salesforce Admin User Group
  3. UK Non-Profit User Group
  4. London Salesforce Developer user group
  5. Women in Tech Salesforce user group
  6. Salesforce UK Public Sector User Group
  7. Pardot User group

But that’s not all also have user groups around the country from Brighton to Bristol, Cambridge to Edinburgh and now into Europe!

Find your nearest user group here.

The first meetup wasn’t recorded but the second user group was and is still online “Team Development Strategies and Tools on the Force.com Platform“. I also managed to find a couple of the tweets from the day:

(thanks to Mike Gill for the photos!)

Why Brexit is good for Salesforce

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Yes, I know, contentious. Our government is imploding and they are now trying to figure out a route to take. Should we take the Canadian, Norwegian or Swiss setup? who knows its up to the experts. But after the initial shock, I’ve now taken a look to see how this affects my life and my work (yes I know selfish me). For me the decision wasn’t so clear cut as it seemed for many others (although I did vote to stay in). But…

The advantage for global/EU Salesforce projects

GBPUSD

Now there is no guarantees that the pound will stay down but at the moment it has lost 10% against the dollar and similar drops across other currencies. Its even dropped further than it did during the banking crisis, although that may have been slightly different as the banking crisis affected every market. The graph on the right shows the pound since the 80’s so you can compare how hard its been hit.

So what does it mean to us working in Salesforce? Ok going abroad at the moment is going to cost us 10% more than it did last week. But conversely we’ve have also now become 10% more competitive than we did a week ago. For global projects and companies that work across Europe it could now be cheaper to have your development and implementation done from the UK. We are not going to leave the EU for AT LEAST 2 years. So we still have freedom of movement across the EU, no laws are changing it is the same it was last week, the only difference is we’re now 10% cheaper! Sounds good to me.

Salesforce Licensing

Now this is an interesting one. When I started working in Salesforce, Salesforce sold licenses in Euros & Dollars. Earlier this year Salesforce changed their pricing and made UK licenses more expensive than US licenses. But ironically due to this, its still actually cheaper to buy Salesforce licenses in dollars rather than pounds.

The biggest change for licensing is for anyone in the UK with AppExchange tools that are charged in dollars, these have now increased in cost.

Did we just leave the EU on an EU life-raft?

Now most people may not know but I work in three worlds: Theatre, Salesforce and investing/trading. This next section maybe a little harsh but its my trading side coming out.

Now this point maybe a little more contentious and political but it almost tipped my voting. It all comes down to one question. “Do you think the EU will survive?”. This question hinges on two nations, France and Italy and their debt. Unlike the greek debt being mostly held with other EU countries, French & Italian debt is held more in countries outside the EU. Both France & Italy have slow growth, unemployment, poor public finances, and structural inadequacies. Reform in both countries has been difficult and the political environment seems to be getting increasingly challenging. Italian total real economy debt (government, household and business) is around 259% of GDP, up 55% since 2007, while France’s equivalent debt is around 280% of GDP, up 66%. Now when I look for trades I don’t really trade in companies with more than a 3x debt to cash ratio, ok these are countries but their debt still still huge. Due to this and the size of their economies it would be impossible for Germany and the rest of the EU to bail them out.

If they failed, due to their size they would pull the Euro and potentially the EU down with them. So if you think this could happen on voting on brexit you really had to ask the question “Do you want to be on the EU life-raft or go down with the sinking ship?”. Ok now you could argue that the UK leaving the EU would trigger this to happen anyway but… well.. no comment.

Screen Shot 2016-06-29 at 19.01.57BUT since the decision I’ve been watching the markets closely to see if I can get any indication that the markets think its a sinking ship too.

Now we are in uncertain times and there is no way to know if this is correct and its a simplistic view (I’m not looking at bonds etc). But as of tonight its interesting to see where the markets are at the moment. The FTSE100 has rebounded back and its actually is now 1.58% higher than it was a week ago. But whats interesting is to see how the FTSE compares to the European and world wide markets. The FTSE100 is currently the only market that has re-bounded, even the FTSE350 has. The FTSE-AllShare has rebounded (although not quite as far), yet the French CAC, US S&P & Nasdaq have yet to rebound. Is it coming true? Are the global markets thinking that the EU is in trouble and the UK getting out and becoming another EU safe haven? or is it just a stronger rebound because of a low currency? Who knows, only time will tell.

Where there is change and uncertainty there is opportunity

I don’t know about you, but Brexit has given me a renewed impetus to make something out of the downturn. I’ve also found a new appreciation of the dollar, and wanting more of it :). Outsourcing of projects to the UK are now more competitive. The great thing about Salesforce is you can work on a Salesforce org anywhere in the world, so there are now new opportunities.

If you an AppExchange partner based in the UK (I know quite a few) usually over 50% (for some 80%+) of your sales are in dollars, so they have been doing quite well out of the downturn seeing an increase of at least 5%. But can you jump on the same bandwagon? creating a Salesforce AppExchange app could be a way to getting your hands on the dollar.

Now I hear you say, but that must be really hard? Well yes maybe, but then if you have configured and created apps in your own Salesforce org then you are already creating apps you, just then need to package the app up and publish it. I created an invoicing app and packaged it at a user group meeting this year in under 9 minutes. Ok you will have Sales and marketing to do but to find out more checkout the Salesforce ISV module on Trailhead.

Ok this is me putting a positive spin on our changing situation, but whatever happens, its time to think positive, have a stiff upper lip and say “Tally-Ho” to our changing Europe.

 

Creativity is key to the future of our children

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I straddle three strange worlds of Theatre, IT & investment. For the last couple of months I’ve been working in the theatrical and design world creating a mobile app for theatre with the help of students from University Art London, the University is amazing, bursting at the seams with creativity, but it got me thinking…

When I was growing up I (as with everyone) was stuck in the same education system which hadn’t changed since the Victorians. A system where the hierarchy of subjects was clear. Maths and sciences at the top followed by humanities, languages and finally the arts subjects. I remember the very day I was finally sold this idea. It was when I came to decide my A’Levels (16 years old ish), do I go the artist route and learn to act, etc? Or the IT route and do computing and Electronics? In the end, computing won the day. Yes, it has done me very well but with every passing day, I feel the subjects are upside down for our future children. If you haven’t seen it already check out Sir Ken Robinson’s: Do Schools Kill Creativity?

The Goldern Age of AI

We are now in an era where processors and sensors are cheap and after many failed attempts at AI over the years (Alan Turing even predicted that machines would be able to imitate humans by the year 2000), I believe we are now on the cusp of jumping forward in the AI industry. Just look at Google photo search! I can search for names of objects like “bridge” and up pops all the bridge photos I’ve ever taken!

“Machine learning is a core, transformative way by which we’re rethinking everything we’re doing.”
— Google CEO, Sundar Pichai

Salesforce Acquires PredictionIO

Salesforce is building up its Machine Learning Muscle and has recently acquired PredictionIO. PredictionIO is a machine learning tool that allows developers to create predictive features, such as personalisation, recommendation and content discovery. I believe this to be the key to the CRM of the future allowing the vast amounts of data that companies collect to be cross-referenced by AI and provide users with information to become more successful in selling and managing their customers.

Lack of front line jobs

McDonalds Pay points

McDonalds Pay points

For the show ‘A Secret Life‘ (see a trailer here) we interviewed nearly 200 people about their experiences as a teenager which were used to create the script for this outdoor promenade theatre show. We interviewed two age groups, teens of today and OAPs (aged 75 years+). We found that finding work in the 1920s was a lot easier to come across than now as well as a lot more pressure on children today to “do well at school”. If you wanted work in the 20s, you could just go down the road and ask, and those jobs went on to more skilled higher paid roles. But that’s not surprising when you see that nowadays companies are automating a lot of those accessible “front end desk jobs”, it’s cheaper to have a machine than a human doing the work. Take McDonalds for example; you can now choose, order and pay for your meal without even talking to any staff. When I’m at the supermarket, I sometimes find staff tills empty yet a queue for the automated tills?!. Are we being programmed that having the unpredictability of talking to another human at a supermarket too much for us to bear?

If it’s getting harder to get a leg up on the job ladder, shouldn’t we be teaching our children more about how to create their own jobs?

The shift to creativity

Glowforge.com - Reinventing homemade to allow home product production

Glowforge.com – Reinventing homemade to allow home product production

I feel now that creativity is more important than ever. It’s now become even easier to create creative products without the need of offshoring the production of the product allowing people to start their own micro-businesses. Just take a look at GlowForge! An amazing laser cutter tool to create and sell creative products from home. Brilliant for prototyping.

Want to get your kids involved in product creation check out the Mattel ThemeMaker!

I’ve found some countries educational systems and cultures don’t see creativity as an important part of education. I remember discussing this with someone who had recently moved to the UK and couldn’t understand why their child was “playing” so much at school. But it’s such an important part of education. Being able to play, experiment to come up with creative solutions when programming/developing solutions, and being able to think “outside the manual”.  to solve complex solutions in a simple way so that the end solutions are focused and targetted at the users who are using them.

I’ve worked with people who are technically brilliant but have hit a ceiling. They are missing the creativity to be able to think “outside the manual” to solve complex solutions in a simple, intuitive way. To be creative with the tools, APIs and technologies available to them. In my opinion, those who have that creative thinking are the gurus of their industry.


My top tips for public speaking at Dreamforce

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I’ve talked at a lot of tech events, but most of my talks are at Salesforce events (user groups, Salesforce World Tours, Dreamforce etc). This year will be my 5th year speaking at Salesforce’s largest customer event ‘Dreamforce’. With more than 150,000 heading to San Francisco for the event, it’s a BIG event. If you haven’t been yet its well worth the trip. With around 1600 breakout sessions for every role (Admin’s, Dev’s, Sales etc) and industry vertical you can think of there are still a lot of people going to the sessions.

Tell a story

Some of the best talks I’ve done and seen tell a story. Having a narrative going through your session builds, in my opinion, an excellent speech. I think it’s essential to inspire hope and confidence and tell the story as if you were talking to a friend. One of the best examples of this personal style is Bryan Stevenson TED talk on injustice. The security talk I did earlier in the year at Salesforce World Tour was quite an emotional subject for me as one of my friends had lost their life savings and another also lost money because they didn’t take necessary steps to protect themselves. I tried using a Narrative Arc in the talk, now this can be hard to implement in a product demo type talk but talking about Security allowed me a bit more flexibility. My goal was to educate the audience in security and protecting themselves as well as securing Salesforce. For me the structure was:

  1. Narrative-arc

    The Narrative Arc

    Exposition: Introduction

  2. Rising action 1: Talk about security incidents in the press to set the scene
  3. Rising action 2: Security issues closer to home and within your organisation & some solutions
  4. To Climax: Tell the story about my friends (the climax of the talk)
  5. Falling action > Resolution: Quick tips on protecting yourself online and Q&A.

This narrative arc style of talk works really well if you have a “show stopper” element when I talked about my friends (that was the idea anyway).

 

If you can’t describe your talk in 120 characters, think again!

The title and abstract of your talk are incredibly important, especially at a big event. The title will need to pop off the page for people to sign up to it especially if they are choosing from 1600!! But also decide how you’re going to market your talk. One of my talks at Dreamforce this year is called “Integration with Salesforce Connect & Custom Extensions“. Ok sounds quite boring but the title is targetted to people looking for my talk at Dreamforce, if I was marketing this online I would say something like “See how I find out what I’m going to eat of an evening coding custom adapters with Salesforce Connect”.

Nerves & how to combat them

Anyone who says they don’t get nerves before going on stage is just down right lying! My nerves hit just before a presentation, but once I’m on stage I’m fine, but this is mainly due to me eliminating or having a backup plan for everything that I think could go wrong, which then puts me at ease.

If you are doing a demo always have another presentation with the screenshots of the demo, have it already loaded in the background just in case the internet dies or your demo breaks! This has saved me in the past!!! It’s not good for the nerves if you are worrying if the internet will stay up and you don’t have a backup plan.

Do you ask the audience a question? What if no-one replies? My rebuff is “Well when I did this talk at XX they said YY” etc.

“We’ve changed the presentation room”

This hit my mailbox a day or two before a session at Dreamforce. They didn’t tell me why, just that it had changed, at the time it didn’t bother me. I’d already figured out where the room was and 15minutes before my talk and I rocked up at the room and opened the door, took one step in and froze, it was HUGE and there were queues outside. It then dawned on me why the room had moved, too many people had signed up to see the talk and they had changed to a bigger room. The talk was “Apex 10 Commandments” which was subsequently repeated and has morphed over the years into other talks like “Admin 10 Commandments” etc.. but at the time, it was just another talk to me. What saved my bacon was that I had already presented the talk at the Salesforce Bristol user group. I had the confidence that I could do it and had already answers questions during the Q&A at the user group. I also had Kevin Poorman my co-presenter too.

Start Small before you reach for the stars!

Don’t start too big; this is especially useful if you are a nervous speaker or don’t even know if you can speak in public. At the London Women in Tech user group, Jodi Wagner & Keir Bowden have been running public speaking workshops on how to approach public speaking but here are a couple of things you can do.

  1. “Francis’ Five Minute Feature”; Now this is what I started at our Salesforce Admin User Group and is a great way for people to try speaking with very low worry. Just pick a platform feature or a trick you have learnt and spend 5 minutes talking about it and pitch the idea to your local Salesforce user group. If you want some ideas, check out my YouTube.
  2. Do a talk at a user group; User groups are generally a lot smaller than a Dreamforce session and a great way to get feedback on your talk before taking it to Dreamforce!
  3. Do a talk with an experienced co-presenter; This is a great way to reduce the amount of time you have on stage and answer the Q&A questions you don’t know. Great co-presenters can also help you if things go wrong and pull you out of a hole which helps with confidence!
  4. Do a talk at a community event; like Forcelandia, London’s Calling, Midwest Dreamin’, Southeast Dreamin’, and Tahoe Dreamin’. These groups tend to be bigger than user groups and are a nice step up. I co-organise the London’s Calling event and we’re about to do a call for speakers so keep an eye out on the @LDNsCall twitter.

Questions & Answers

This can be a nerve-racking time. There is one way out that I used to use… overrun, “Sorry seems like we’ve run out of time for Q&A but if you come and see me at the front I can answer your questions”. But now, for me, Q&A is incredibly important for the audience. I remember when this came to light, it was one of the very first talks I did at Dreamforce. The talk was about drip feeding eLearning to users. The basic premise was if a user clicked a button “Create Invoice” but hadn’t had the “Create invoice” training they were redirected to a youtube video for the training & a google form to test their knowledge, if they got the answers correct they got access to the “Create Invoice” functionality. During the Q&A EVERY question was on the magic javascript “Create invoice” button. “Can you make it go to a different URL?”, “Can you check to see if they have a field filled out on the record before going to the url?”… I then realised that I could have done an entire talk on the JavaScript button and that this talk had been debunked by everyone thinking what else this magic button could do.

If I finished the talk before Q&A everyone would be thinking that the talk wasn’t good enough because what they really wanted to know was about the javascript button which wasn’t the focus of my talk. But, by answering their questions it allowed me to redirect the focus of the talk and answer their questions to give more time to the subject without them going away thinking there were gaps. At the end of the day the success or failure of the talk rides on the audience satisfaction of the talk.

But what if you don’t know the answer? … But really? who actually knows all the answers? Answer honestly and say you don’t know, but if they come to the front of the room at the end you can have a hunt on the interweb. Its a perfect moment to talk about the other ways you find answers; The Salesforce Success Community, StackExchange, Twitter #askforce hashtag etc. If your talking on a subject that you’re a bit shaky on (really you shouldn’t be in this position but hey it happens) get someone a lot smarter than you to come to your talk and sit in the front row that you can call on, or even co-present with them!

Practice makes perfect… or does it?

The great opera singer Luciano Pavarotti once said he would practice a piece 100 times in private before he ever sang it in public. Now practice does make perfect and I’ve mentioned a couple of ways above of how you can get practice in front of people. Practice does make perfect with one exception, and that’s when it comes to jokes. I did a talk last Dreamforce with a co-presenter and the moment we started practising the talk with the jokes the jokes fell flat. Just running the session twice the joke delivery just didn’t sound funny anymore. We had over practised and I know see when people put in a joke and the delivery is just flat and doesn’t get the response they were looking for so be aware of that!

People may forget what you did, but they won’t forget how they made them feel

Everyone in the room wants to listen to what you have to say (as why did they want to turn up in the first place? it’s not like your teaching kids to have been forced to appear). Bring the audience along for the ride by talking TO them, scan the room and look at everyone as your talking with solid eye movements. I love doing this as I want to catch those magic moments when it suddenly dawns on someone’s face what you’re talking about, it’s also a great confidence boost. But don’t be worried if you don’t get a reaction as different cultures react differently.

Make sure when you practise your talk you are standing up but also have room to move! What I have done in the past is (I know this is going to sound silly, but it was a trick I learn’t when I trained as a Snowboard instructor) is to video record the first 5 minutes of your talk, take a look at your posture, are you standing straight? keeping your head high? not making too many gestures but when you do they are to highlighting a point. Experts call this style of posture and body language as “eager non-verbal”, which is very persuasive. BUT be warned, a mismatch between your non-verbal communication and words can significantly distract from your talk.

trailhead_module_public_speaking_skillsLearn more at Trailhead

I started this blog before I found Salesforce had created a Trailhead module on Public Speaking using information from my fellow MVPs. It has some great tips on presentation styles, what to expect its well work checking it out!

 

Bookmark My Dreamforce 2016 Sessions!

I am going to be presenting three sessions are Dreamforce, they are:

Integration with Salesforce Connect & Custom Extensions
Beyond standard OData functionality, Salesforce Connect creates a powerful new integration pattern for custom data sources that allows you to surface any data to Salesforce as an SObject. In this session you will learn how to create custom Apex extensions for Salesforce Connect to allow you to easily integrate your web services. With custom connectors, users will interact with any external data in the same way they interact with Salesforce objects and records making integration more seamless than ever.

Bookmark Session

 

An Admin’s Guide to the Developer Console
Why isn’t my Workflow working? Why doesn’t my validation work? Help is at hand in the Developer Console. Join us to learn how to read Salesforce Debug Logs to really see what’s happening when you update or create that record.

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AppExchange DemoJam
I’m honoured to be invited to present the Salesforce Demo Jam at Dreamforce. App Vendors will be showcasing the best of their app with a real-time demo. Each app vendor will have only THREE minutes to share! After the audience vote for their favourite, only one can win!

For those who haven’t been to a Demo Jam before this is an amazing way to see a lot of Vendor apps in a very short space of time.

Bookmark coming soon!

Serverless Technology is growing & Salesforce is joining up

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The boasting of Dev & network operations has changed. They ask the question “How many servers do you have?” looking for an answer to see if they manage more servers than the other guy. The question has stayed the same, but the response has been turned on its head. Now if you are managing zero servers, you are some genius. This is the birth of Serverless and maybe the end of for physical and virtual servers for all of us (except for those in data centres).

Salesforce’s jump on to the AWS bandwagon

Back in May Salesforce announced that it had selected Amazon AWS as their preferred public cloud infrastructure provider. For me, this event was incredibly exciting as I work in both the Salesforce and AWS worlds (in fact as well as my Salesforce certifications I’m also an AWS Certifed Architect). They said this was to aid their international expansion at the launch, for their core services including Sales, Service, App Cloud, Community Cloud and Analytics cloud. Salesforce isn’t new to AWS; they have Heroku, Marketing Cloud Social Studio and SalesforceIQ all running on AWS (although mostly through acquisition). But the bread and butter of Salesforce is its core Force.com platform that powers the Sales and Service Clouds. This platform is all currently hosted in traditional data centres on their hardware and infrastructure. But now based on their statement, I’m thinking they are looking at moving to Serverless!

Salesforce invented “Platform as a Service.”

In the same way, Salesforce-owned the trademark for “App Store” before giving it to Apple, you also may not know that Salesforce invented the term “Platform as a Service”, they pitched this to Gartner to make sure it stuck in the industry’s mind. Now AWS is an increasingly more powerful player in this space.

Why move to AWS?

In the 90s you needed to know Microsoft or Linux, now if you’re in the biggest enterprises, you need to know AWS. AWS is used for enterprise hosting, websites, virtual servers, big elastic compute and many other things. AWS was initially set up to solve a problem Amazon had. They had 1000s of servers sitting around doing nothing for most of the year and were only switched on for the “Black Friday” deals or Christmas to cope with the demand in traffic. AWS realised the waste and decided to resell this unused compute power to other people. This allowed those customers to spin up and tear down servers at a moment’s notice in a pay by the minute model. But now AWS have gone a step further into the world of a serverless architecture.

Once the Salesforce platform is on AWS how about refactoring elements in the Salesforce stack to auto scale the infrastructure when capacity gets high? How about leveraging the granular pricing within AWS and allow customers to purchase extra CPU time or SOQL/DML limits? Maybe if they start leveraging AWS auto scaling they can scale down instances during the night and potentially shift that compute saving over to peak daylight hours, increasing performance for customers and maybe allowing customers relaxed governor limits based on Salesforce saving a tonne of money?

BUT THIS ISN’T SERVERLESS! You still need to spin up virtual servers and infrastructure in the background when you get peak demand, either automatically based on CPU/load/time of day, or manually. If you are working in architecture with incredibly “peaky loads”, then by the time you have spun up the new servers it may already be too late!

So what is this serverless mumbo-jumbo?

Serverless is still a bit in its infancy, but I’m currently working with a company with quite an impressive web based service with not a single server in sight. They use some the serverless features within AWS to create a 100% serverless architecture. The goal is not to get charged for resources if none of your users are using your solution.

The biggest betting event maybe the Superbowl in the US, but in the UK its the Grand National. I think for those of us that never bet you have probably bet at some point in your life on the Grand National. But forget “Black Friday” where people are making sales over 24hrs, bet on the Grand National and most customers are doing it in a couple of minutes before the race starts. Due to this Sky Bets has incredible “peaky loads”. One minute they could be serving 300,000 request/secs then suddenly 700,000.

The beauty of a serverless architect is the entire architecture can handle 1 request a second or 1million requests a second, from second to second eliminating the time it takes to scale up your hardware… it just works.

Example of a Serverless architecture
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The above example is a typical serviceless architecture in AWS.

  • Route 53; Think of this as a highly available & scalable DNS service which also manages traffic flow based on different routeing types e.g., Latency Based Routing, Geo DNS, and Weighted Round Robin as well as DNS failover.
  • CloudFront CDN; As it says on the tin, this is a CDN service.
  • S3; This is a static file storage which can store petabytes of storage if you want, with 99.999999% durability.
  • API Gateway; This is a REST based service which allows you to create, publish, monitor and quickly scale & secure API services.
  • Lambda; Think of this as server side code. This is a compute service where you can upload your code and when a request comes in the Lambda code is executed.
  • DyanmoDB; This is a very scalable database which guarantees the same consistent speed of read and write requests.
  • SES; Mass emailing service

The important thing to understand with serverless technology at the moment is the majority of the code is executed on the client and then has Javascript web service calls to the AWS REST API Gateway which is used for specific server side requests. So there isn’t a PHP, Java framework/layer behind the HTML/javascript code. Just a REST API Gateway but this is what makes it so scalable.

So, when a customer hits the serverless architecture, they are presented with the HTML/javascript of the website served by AWS CloudFront and S3 services (this could, for example, be using the ever popular AngularJS framework). If the user logs in to the website their login details/request are sent via a REST call to the API Gateway and the server side code is executed in the lambda function. The lambda function then does whatever is needed and returns the REST result which may mean the navigation to another page which is stored in AWS S3.

The beauty of this is the solution completely scales regardless of the number of requests, and you are only charged (more or less) for just the data transport and execution of the request. Once the request is complete, there is nothing to charge for. Now, in reality, AWS does charge for the storage of the static web content and database storage, but that is minimal compared with the compute required in traditional architectures.

Want to learn more?

I’m going to be at Serverless Conf which is an event dedicated to serverless technologies and learning from the industry experts. The event is on between 26th – 28th October. Check out the website for more info; there is also a similar event in Tokyo, and you can watch the videos from the New York event in May!

More info on ServerlessConf London

Hope to see you there!

Why isn’t this Salesforce Working!? #Dreamforce Sessions

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Sometimes when you work with Salesforce it can make you mad! But there is one part of Salesforce that Admin’s seem to avoid which can REALLY help you out. I can understand why they avoid it, but I think it’s one of the most useful parts of Salesforce. Salesforce is on a continual mission to reduce code and increase declarative development, but with that comes added complexities. Why didn’t my workflow or process run? Why did I update an account only to get an error from a completely different object?! In my Dreamforce session “An Admin’s Guide to the Developer Console” I lift the lid on what Salesforce is doing under the hood and how you can see what Salesforce is doing! Want to come along? I did this talk in London as a practice and this was the response:

Session: An Admin’s Guide to the Developer Console
Location: Moscone West, Admin Meadow Theater
Time: Tuesday Oct 4th 5pm – 5.20pm

Bookmark NOW!

Community-Powered Circles over lunch

Join my fellow Salesforce MVPs and me for a fun and engaging conversation over lunch! This is unscripted, consultative, roundtable discussions where like-minded customers come together to share and learn from each-other. Grab your lunch and find the table with the topic that speaks to you. If you want to talk about the platform, come to my table!

Location: Moscone West, 2002
Time: Tues 4th Oct: 12pm – 1pm

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trailhead_module_lightning_connectIntegration with Salesforce Connect & Custom Extensions

I go through Salesforce Connect and how you can create Apex Custom Extensions to turn any web service into an object in Salesforce. I also let you into a secret of a huge benefit that Connect can have to the platform!! and from what I can see, Salesforce isn’t telling anyone!

Location: Moscone West, 2002
Time: Friday Oct 7th 8.30am – 9.10am

Bookmark NOW!

SMB Dreamforce DemoJamAppExchange Demo Jam for Small and Medium Businesses

If you haven’t been to a Demo Jam, this is the time to go! They are SO much fun. Six partners have 3 minutes to demo their app. No powerpoint just pure DEMO! Then at the end of the six apps, you get to vote for your favourite. It’s a great way to see a lot of Partner Apps in a short amount of time. Join Amber and me as the partners do battle!

Location: Moscone West, 2002
Time: Wed Oct 5th 12.30pm – 12.50pm

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Event Financing and Sponsorship, learning the hard way

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We had no money, no experience running tech events, no speakers and 4 months to get the event up and running. But before reality set in we were sitting on a pier in San Francisco just before Dreamforce 2015 thinking it would be oh so easy!… or maybe it was the champagne that was talking?

I was invited to do a talk on Financing and sponsorship. I had only just got off the plane from New Zealand so I am a little jetlagged but hopefully, it’s useful for other people running tech events. Thanks to the rest of the winning LC2016 team: Jodi, Simon and Kerry

francis-tech-speaker

My 2016 Salesforce year in review

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This time last year I don’t think I could ever have imagined that I would have the time to write a blog post. It was our first London’s Calling with event which involved huge amounts of work, guides to create, banners to be printed, sponsors to coral, bags to stuff, menus to choose, finances to manage, t-shirt to design. We were all maxed out! but the largest community-led event for Salesforce Professionals is back bigger than ever on Feb 10th! (well last year anyway).

What I’m most excited about for this year is our keynote speaker. Those eagle-eyed of you may have spotted some clues around the place. I’m really hoping that they go down well as it’s a little bit different than last year, but I’m staying tight-lipped until we announce… tomorrow! 🙂

For me, LC2017 will be a change in direction for me. But I have to say 2016 was although frustrating on a number of different fronts, the Salesforce front was really quite fun 🙂

My 2016 in Salesforce

Well, I think 2016 was quite an epic year all in all. My main theme for 2016 was vegetables so hopefully, people saw that 🙂 and somehow I found some room to be trustee of a theatre company & get married?!

User groups from London to Sydney & New Zealand!

We had 7 user groups in London at the beginning of the year…

.. and in 2016 another was born. The Pardot user group:

I managed to connect with community members across the globe talking at the Sydney user group, and here’s a pic from the Auckland user group:

Our London Admin user group had its 2yr old birthday!

We had #TrailheadDX Live!!

Salesforce meets AWS

Salesforce announced that it was investing $800m into AWS and moving its core platform over to AWS and with AWS setting up a new London region this is going to be huge. The future is Serverless, in my opinion, and we have Ryan Kronenberg talking all about serverless technology & AWS at London’s Calling.

London World Tour

I spoke on Securing your Salesforce org from your employees and also a talk on how I thought people were missing the point on Salesforce Connect. As well as helping out at the trailhead zone.

and had some great feedback… I did say my 2016 theme was vegetables! Did anyone else spot them?

Also… there was a Star Wars invasion at the London World Tour, thank’s Phil!!

London’s Calling

We ran the first and largest Salesforce community event in Europe! It made some of us… well quite strange… 🙂

 

 

Dreamforce

Had an epic time at Dreamforce. This year Salesforce went “Trailhead all in” with 170,000 attendees!! I did two talks “Admin’s Guide to Developer Console” and “Salesforce Connect custom adapters”, although bizarrely after getting one of the highest session scores for the dev talk Salesforce has berried the talk video? hmm… maybe my talk was a little to radical 🙂

But The Admin’s Guide to developer console talk went down equally as well:

I helped out at the Security Expert booth and as I walked up to it what did I see but Ben Edwards SF Tools, if you haven’t seen them check them out!

At the awesome people party I had a caricature created of me 🙂

Was one of the presenters at the Dreamforce SMB DemoJam:

Yes, a grew a tail! Maybe I had been hanging out in the Trailhead zone too long? 🙂

MidWest Dreamin

I had the honour of running the DemoJam at MidWest Dreamin. Was great fun! and we’re doing it again at London’s Calling with 13 sponsors!

Salesforce year in review

As Salesforce comes to its year-end the company has continued its growth up 25%. But it’s interesting to see over the past year or so Salesforce has really started looking at vertical growth through the finance cloud and health cloud offerings. It’s a nice start and hopefully if these are successful more will follow, but still no-where near SAPs 25 odd verticals. Salesforce has also focused its Health cloud around patient records but it will be interesting to see how this develops in 2017.

AI & Automation

I believe we are now in the age of automation. The landscape is changing and Salesforce is pushing that envelope around automation and AI for companies. Salesforce’s acquisitions into AI I think are a great step forward. But with AI comes collaboration of data to allow machine learning so for me there are still hurdles to overcome around privacy as well as cost.

Summary

It’s been a fun year, including all the other things I got up too, getting married, honeymoon and not to mention the charity work I’ve been doing as trustee of Baseless Fabric Theatre.

But, 2017 sees a change in direction for me which I’m announcing at London’s Calling on the 10th Feb. Onwards and upwards. Let’s make 2017 great again 😉

 

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