Quantcast
Channel: General – Cloud Architecture

Time for a tech implant?

$
0
0

A couple of weeks ago I was at CeBIT one of “the largest computer expo’s in the world”. At its height during the dot-com boom around 800,000 people would descend to Hanover in Germany to see the latest tech. Since then things have changed and people generally get their dose of tech via the internet rather than going to big tech events so now CeBIT has reduced to around 300,000 people.

Anyone for an Alexa implant?

Salesforce was there in full force running their German Salesforce World Tour, BUT in one of the adjoining rooms, there was a stand where you could get a RFID chip injected … yes injected! into your hand, so you could unlock your phone with a wave of your hand, or even unlock your front door? (check out the video above!)

Yes, this isn’t new but what was interesting to me was that there was a steady stream of people wanting this done to them. It’s interesting to see how attitudes to tech have changed over the years and how something in the 80s was a thing of horror is now becoming more acceptable…


The Power of One: The best reporting trick of all time!

$
0
0

I had the honour of speaking at the Salesforce World Tour this year with the amazing Stefanie Bialas. She showed us the power of “The Power of One”, this is her blog on really how powerful it is!

Superpower Salesforce with the Power of One

Yeaahh, you’ve managed to build some excellent reports monitoring the pipeline of your company or also enabling marketing to contact all your prospects in the DB. And suddenly someone comes along and asks “How many opportunities do we actually have in the pipeline? The record count seems way to high” or “That’s awesome, now I can contact all our prospects. How many companies do we actually contacts?”. So how to address this in order to answer those questions?

You’ve probably noticed by then that the record count for reports like Opportunities with Products or Contacts and Accounts count the total number of child records associated with the parent record. So for opportunities, this is, for example, the sum of each product line item. Or a number of contacts associated with each account. How can you do this now to have a record count of the parent record, counting every record only ones? The answer is, use the Power of One!

Simply described the Power of One is a custom formula which you best create on each object and holds simply the value 1. When you sum it up in a report, 1 will be the result for each line item.
Here now a step by step guide helping you to setup the Power of One. I am taking the account and contact example to demonstrate this here but this works in the same way for all the other objects.
Go to your setup menu and select the object you’d like to count each record separately of. Create a new field:

 

For Step 2, fill in a name for your newly created field in “Field Label”. With tab, a field name will be created automatically. Number is what you should select as formula return type with zero decimals.

With next you will go to step 3. Now you get to write your formula which will be used to calculate the value you’d like to have displayed in your newly created field. Think again of what the purpose of this field is, we simply want to count the parent record only ones within our reports. And therefore all you need to insert into the formula canvas is 1 as a number:

That was easy, wasn’t it? Now save your newly created field and test it out. For the test go to your report tab and select for our example here “Contacts and Accounts” as a report type.  As usual first select the records you want to look at, then group the account field. Now your report will look like this:

As you can see the record count next to each account name counts the number of contacts associated with each account. That’s great to tell how many contacts we will have and can contact, but we won’t be able to answer the question of our Marketing Director how many companies we are contacting this way. Now your newly created superpower formula comes into place. Add it from the side panel with the quick find and drop it onto your report builder. Hoover over your field to open up the menu for the field and select “Summarize This Field”. You will get a window as shown below:

Check the checkbox “Sum” and click on apply. Now save and run your report to see the magic. When you scroll to the very bottom of your page you will now see two numbers. One being the classic record count as we know it, in this case counting each contact held in the report. And a second one which is the SUM of the Power of One for each individual account record. This number is logically lower (or the same) than the total count of the child records and gives you the total of accounts in your report. Yeeaahh!

Now share this with your manager and make yourself a well-deserved coffee.

Stefanie Bialas | ステファニ ビアラス
@schdaephyie

Marketing Operations Europe | NTT Europe

 

 

 

Slides from the World Tour London:

A Force Guru Salesforce Training & 250k Students

$
0
0

‘A Force Guru’ has been more successful than I could ever believe since launching it earlier in the year, thanks SO MUCH for all those people and companies who have supported it!!

When we were planning the A Force Guru site last year we decided to have the AWS and Salesforce training as separate schools, each with a separate site focused on the specific cloud. But the underlying serverless platform would be the same, so users could log in to either school without an issue… BUT. We soon realised the cross-over between the two schools and the benefit of having the two schools together, and this far out weighted having them separate. Also, many customers just didn’t realise we did both Salesforce & AWS training. Also, we wanted to train in other clouds including  Certified CompTIA Linux+ & LPIC-1 Certification courses, would that be yet another separate site?

After helping run Serverless Conf and also the huge positive response to adding an AWS talk to London’s Calling, I realised the value of allowing our siloed communities to collaborate and learn best practice from all of us, across all the clouds. I’m a strong believer that multi-cloud approaches to architecting Cloud solutions will become more prevalent in the years to come, so lets start on the right foot…

So we made a decision…

Bye Bye A Force Guru, hello A Cloud Guru!

We decided to bring the Salesforce courses on A Force Guru into A Cloud Guru so we can teach the world to cloud in one ‘A Cloud Guru’ school.  Now our 250,000+ students can benefit from learning from each other, and learn industry best practice in a multi-cloud approach to learning cloud technologies.

 

http://ACloud.guru/

New Website

To celebrate the merger today we have launched the new look A Cloud Guru site, with the ability to see all the cloud courses in one place. All your course tracking and history remain exactly the same, so don’t worry about that. The only thing you may notice over the coming weeks is that the videos will be updated to the new A Cloud Guru branding. Now we are in a better position to teach the world to cloud 🙂

If you do find any bugs with the new website be sure to give us a shout, although I think most of them have been squashed now. You’ll also find a load more improvements to the platform including around tracking your progress! Let me know what you think!!

If you are interested in getting Salesforce Administrator Certified check out my latest course packed full of best practice and focused on giving you the training you need to pass the Salesforce Certified Administrator Exam!

Thanks so much to the 1000s of students who have supported A Force Guru over the past couple of months, I hope we continue our massive growth in cloud training!

 

Get Salesforce Certified

 

My reflection on India Dreamin

$
0
0

Fellow YouTuber Salesforce Huck & others

I’m now sitting in New Delhi Indira Gandhi Airport ready to fly back to London. Actually, ready wouldn’t be the correct word, I want my Indian adventure to continue 🙂

I arrived 3 days ago and since then it’s been a whirlwind immersion into Indian culture, passion & learning. After working with so many people in India over the years it was great to finally meet some of them!  The welcome and kindness from everyone was incredible.

When Shiv & Viney invited me to India Dreamin I asked them what they wanted me to talk about. The answer, ANYTHING. So I got my thinking cap on and then it dawned on me. This month, 20 years ago I started University and so my talk as about how technology has changed over the years, how to find a career you’re passionate about, and looking into the future how to keep relevant in a changing world.

Culture

What I loved about this Dreamin event was how brilliantly everyone showed us the Indian culture, in dance, hospitality and fun. The passion and energy from the cultural dancing was infectious and Erica Kuhl did brilliantly keeping the energy throughout her final keynote.

 

Selfies

Anyone who has met up with Shiv knows he loves having selfies! What I didn’t know is that so does the rest of the attendees at India Dreamin 🙂 It was fantastic to see the enthusiasm that everyone had to talk, engage … and take a selfie 🙂 It was a true honour.

Hands-on Training

One of the great moments of the day was doing a Hands-on Training workshop with lots of eager minds wanting to learn more about the Salesforce platform. The aim of the workshop was for the attendees to build their first application in Salesforce.

One of my favourite moments of the hands-on was teaching @SFDC_Kid who as was really motoring through the trails! His t-shirt said it all. A genius in the making! so much so I added him to my talk about passion. For me, he summed up the passion in wanting to learn and succeed.

 

Women in Tech

One of my favourite sessions was the Women in Tech session. Right at the end of the session someone stood up and talked about their challenges with juggling a career and childcare, and the help she had received from a Women In Tech group in India. She talked about how she found the group so valuable to talk to other women with similar challenges. The session also talked about imposter syndrome, something that until a couple of years ago I didn’t know anything about. I think its such an important topic to tell to men and women alike.

 

The Scale

It’s hard to describe how big this Dreamin event was. The largest global Salesforce Dreamin event used to be MidWest Dreamin, but no more. India Dreamin had over 1300 registered to attend.

Here is a picture I took from the Stage that gives you a little bit of an idea of the scale of the event.

The Salesforce MVPs

It was also great to so many Salesforce MVPs who had come out to support this inaugural Indian event. I hope this continues! 🙂

I can’t recommend India Dreamin more to anyone in India wanting to learn cloud computing but also to all those who present at other Salesforce events around the world. I really do hope Shiv, Vinay and all the organisers do this event next year so that others can go out, present and embrace the India culture.

Thanks everyone! The Vlog is coming soon!!!

https://twitter.com/fcathala/status/914082724721446912

 

Salesforce Saturday London

$
0
0

Salesforce Saturdays were started (I believe) by Stephanie Herrera who would meet up with like-minded Salesforce people to learn the platform on a Saturday. She started meeting in coffee shops and slowly as the group increased in size and they would hunt out a bigger coffee shop. Since then Salesforce Saturdays have been setup across the globe as an informal way to learn Salesforce. Some of the things that people get up to are:

  • Catching up on the latest Salesforce Release
  • Study for a Salesforce Certification or Release exam
  • Take Trailhead badges or Super-badges
  • Get help troubleshooting a formula or Apex trigger
  • Help answer questions on Salesforce Success, Developer Forums or StackExchange
  • Answer questions on the #AskForce Twitter hashtag
  • Help your peers to any of the above!

So… I was thinking that maybe we should try a Salesforce Saturday in London! Hopefully, if people are interested in it we could make it a regular monthly event. The first event is on 16th December starting from 9.30am until 1.30pm. But unlike a user group if you can’t make it for 9.30am or have somewhere to go at lunch, don’t worry. Just pop in/out when you can. If people are interested we could also grab some lunch nearby!

The event is in a room at Wimbledon Library which is just a 15-minute train from London Waterloo Station, or you can also get to Wimbledon via the District Line or Tram. Tea, coffee & biscuits will be provided and the library has super-fast internet!

Make sure you bring your laptop and you can sign up below!

Look forward to seeing you there!

Salesforce Saturday! Come find out more & learn!

Saturday, Dec 16, 2017, 9:30 AM

Wimbletech, Wimbledon Library, Wimbledon,
Wimbledon Hill Road, SW19 7NB London, GB

1 Members Attending

This is the first “Salesforce Saturday’s” event. Salesforce.com is a CRM tool used by businesses to improve their customer experience and back office processes. If you use Salesforce every day as an Admin, Developer or business user… or know nothing about it! Pop down for an informal event as we use Salesforce Trailhead to learn Salesforce togeth…

Check out this Meetup →

How to start a career in Salesforce

$
0
0

I get a lot of questions asking how to start a career in Salesforce. First off is you need to set a goal and plan on achieving that goal. Without a plan, you won’t achieve success, I also get a lot of messages generally from three groups of people:

  • Those who are in IT and have a background in development or Administration/Configuration of other similar tech systems.
  • Those who come from a totally different industry and want to “get into Salesforce”,
  • Finally students with maybe little or no IT experience.

This is my take on these groups and where you should start with potential ideas in developing your plan to achieve a successful career in Salesforce.

 

From nothing to Salesforce Admin/Developer?

Just this morning I received a message just on this:


The great thing about Salesforce is when you start out you don’t need to know any programming languages. When you create business applications in Salesforce, a lot of it is “click development” or “click configuration” to create applications. Not to say this is “easy”, but it’s all learnable! I have a great belief that if you put your mind to it, you can achieve anything even if you and others think you can’t. I wanted to be in a Harry Potter film, it took me around eight months but in the end, I made it… but that’s a story for another day.

Get Certified, get Experience!

Key to getting a job if you have no experience is to get certified and some work experience. I recommend starting with the Salesforce Certified Administrator certification (see details below). Then is the tricky thing with experience and there are a number of things you can try to get experience (again see below).

 

From a totally different industry?

It’s odd that people from different industries don’t think they have transferable skills. I think this comes from the perception that Salesforce is a “technical system” (ok it is but hear me out!). Salesforce is a system that enables companies to manage their day to day operations. That could be Sales, Service, Finance, Operations, Marketing, Manufacturing… you name it! It can touch every part of a business. The businesses that implement it well, are those that consider it a business system that is there to enable and support their workforce. Then there are those companies that think of Salesforce is an “IT system” and should be implemented by IT, but realise too late that actually it’s a business system and should be run by the business. Because of this you still have invaluable experience that can complement a career in Salesforce.

Play to your strengths

In the post above James wanted to change his career from accounting to Salesforce. That’s brilliant, BUT you may be up against other people who have been in the Salesforce world a lot longer than you. But there will be a lot fewer people that have both Salesforce experience as well as a background in accounting. Use your strength in Accounting, and marry it with Salesforce. Try and find a company using Salesforce and using or wanting to implement/integrate an accounting system (eg FinancialForce, Xero, Sage etc) or researching the apps available and how finance fits into the Salesforce eco-system. Doing this will make you a lot more valuable in the market than someone who has just “1 month’s experience with Salesforce”. Now Salesforce has started bringing out their own specific industry cloud offerings (Health Cloud, Financial Services) so now you are in an even better situation if you come from these specific industry verticals.

 

From an SAP/Oracle/Siebel/Other CRM to Salesforce?

CRM Growth World Wide

I admit it, I did work for an SAP consultancy as well as another CRM company before working with Salesforce. Trust me you have transferable skills! You have knowledge on how CRMs can be used to automate business processes, you may have experience in integrating a CRM with internal systems (this happens a lot in Salesforce projects) so you may have even used the same internal systems, but also understood the challenges (eg: bad data quality). Now, of course, it depends on the role you Business Analyst, Developer etc but you do have some valuable skills. I found this when I moved to Salesforce from the previous CRM company as a Development Team Lead. I spend just a month studying and learning as much as I could about Salesforce. I then applied for jobs and received two job offers! one from a very large consultancy! 🙂

In my career, I’ve always tried to be one step ahead of the tech curve. IT moves SOOO fast and you don’t want to be left behind. As you can see from the growth rate of Salesforce… do you really want to wait?

 

How to get started in Salesforce?

Your first goal is getting a paid job working with Salesforce. To achieve this goal everything comes down to making you look as attractive as possible to a new employer. I think this comes down to three areas:

  • Certifications
  • Experience
  • Passion

Certifications

There are A LOT of Salesforce Certifications. But the one I recommend the one to get first ‘Salesforce Certified Administrator’. The reason for this is it gives you a good overview of the whole of the core Salesforce platform. It allows you to “understand the lingo” when people talk about workflows or Opportunities, you understand what they are talking about. There are two main ways you can learn to get certified:

My ‘Salesforce Certified Administrator’ Online Course
Access from Udemy
 Salesforce’s online Training
Training that Salesforce provides

My A Cloud Guru course gives you focused training on the Salesforce platform with test questions for the exam. I’m also there to help you every step of the way. Trailhead is a site that Salesforce has set up to allow you to learn Salesforce in a modular way, and is a great resource for all kinds of areas of the Salesforce platforms and tools.

Experience

If you can get experience in Salesforce this always looks good on your CV. But can be hard to come by but there are a couple of ways you can do this:

Salesforce.org

Salesforce.org is the charitable arm of Salesforce gives out their platform to charities around the world (In fact my charity uses Salesforce). But charities can be tight on money so volunteering with a charity that uses Salesforce is a great way to get some experience on your CV.

Create some apps in Salesforce!

Prove your knowledge of Salesforce by creating some business apps in Salesforce. Salesforce provides free “Salesforce Developer Orgs” which is a fully functioning Salesforce tool but limited to a couple of user licenses and limited space. But you can create business apps within it. If you can say on your CV that you have created for example an invoice management application with approval processes and automation then this could go a good way in proving your ability with Salesforce.

My Tools & Techniques to keep focused

$
0
0

I’m a trustee of a Charity, Technical Architect at NetStronghold, organiser of London’s Calling, create and support my online Salesforce courses with now over 20,000 students… ugh, dabble in the financial markets, have a 7-month-old son, support the Salesforce community, not forgetting having some fun in-between… I can get quite busy and can get distracted too. But at some point, you need to focus on what’s important right now while juggling all that life throws at you, which can be tricky. I always want to achieve more or learn something new (was bread-making yesterday for the first time) but it is so easy to get distracted. So I thought I’d share how I try to keep focused day to day and the tools I use (although I don’t profess to be an expert in time management). But you never know it may help someone out there…

Calendar – What & Where

I make sure that everything has the right amount of focus, I block out days on my calendar for different clients/company work and fun. This forms my broad brush stroke on WHAT I’m working, in broad half day or day increments. I then choose WHERE I’m working on it. I like to associate different locations to different types of work. It may be at a particular coffee shop to do one type of work vs working in a particular office meeting room for another. It gets me in the correct mindset of “Oh this is where I do my Salesforce eLearning work”. Another rule I have is never to work in the bedroom. It’s for sleeping, you really don’t want to associate work with sleep!

The morning ritual

While travelling to where ever I am going to do work I always do the following:

  1. List what I aim to achieve today – making sure this matches my 12-week rolling goals
  2. Write out how my day is to unfold – More detail than my blocking out of days, this also works well when I’m working in an agile/scrum environment for a client so I can focus on them and what I am going to achieve that day.
  3. Review the most critical things that need to progress – This may not be getting the particular piece of work completed, but pushing it onto the next stage.

Evening Ritual – Reflect on the day

I actually usually do this just before I go to bed…

  1. What didn’t do well
  2. What went well
  3. What was achieved
  4. What could I change?
  5. Quick review on what I’m doing the following day.
  6. Now… I took this evening ritual from an American blog several years ago, they also had an extra evening ritual of “What are you grateful for?”, now it personally didn’t help me in the slightest but hey if it helps you!

I like to review what went well at the end so I go to bed thinking (hopefully) positive about what was achieved.

D.G.A.F. Days / Mental Health Day

I started doing this as a kid and continued into adulthood. Sometimes things just get too much and you just want to pull the ripcord and get out (Toyota production line eat your heart out!). This is very much how I run my agile scrums. If something goes wrong, if someone breaks the salesforce build/release the ripcord is pulled and everyone stops and swarms the issue. You don’t want people piling on more changes on things that may be broken and then further down the line trying to unpick everything to identify what the root cause was.

Anyway, a DGAF day is a “Don’t Give a F**k” day. My wife and I allocate each other of us a couple of them a year. If someone pulls the DGAF ripcord everything stops, and that person can go off and do whatever they want with the full support of the other. It’s the re-set day, the day where you can just have time to yourself or do something you want to do with no repercussions.

No TV

I don’t have a TV. This is one of my biggest time savers. It started out as an experiment around 6 years ago to see if removing a TV actually made me more productive… I’ll let you guess the outcome!

Disable Phone Notifications

Now I don’t disable all notifications but all social media are off. I also have an app that manages notifications and my phones state in different locations and times of day. Eg at 9pm my phone goes onto Do not disturb and only people that I’ve favourited can ring me etc.

Check emails twice a day only

If it’s really important people will call you.

Measure, Review, Improve

I’ve been measuring what I get up to for several years. I’ve found it invaluable in finding ways to improve my focus and delivery. The most interesting is understanding and spotting trends in mobile/desktop usage. I use RescueTime to do this and have done for many years. One of the best features is “FocusTime” (I’m using it right now), setting this blocks all distracting websites so you can’t access them, you can also set it to mute your phone and set a do-not-disturb on your calendar when you enable FocusTime… bye bye facebook.com & news.bbc.co.uk, I’m in focus mode. The following are graphs from my time today:

Day breakdown of application usage/phone calls etc 9am to 6pm

 

Day breakdown of productivity 9am to 6pm

Get Lazer focused, SCRUM your life

You can only focus on one thing at a time and changing task takes time for your brain to adjust (Read Thinking, Fast & Slow by Daniel Kahneman and also the basis of our keynote speaker talk at London’s Calling) but I’m always trying to focus on the important stuff. Back in 1997 (yes I know, I’m old!) an Ex-boss of mine used to manage his work coming into his paper inbox in the following way. Every time he was given some work he would put it on the top of his in-tray. Every time someone asked if he had completed some work, he’d reply no and put the task to the top of his in-tray. Then periodically he would take the bottom part of his in-tray and chuck it in the bin stating “If there is something important, someone will tell me”.

I know it sounds kinda crazy, but I think back to that time as the beginning of SCRUM for me.

If it’s not important don’t spend any time on it until it’s the right time.  I have to say I do get the odd comment every now and again from people saying “You’re not ignoring me are you?” and of course I reply but it’s usually at that point you know that maybe it’s time to re-prioritise.

Task list

If it’s not on the list, it ain’t getting done. I use the application Todoist an awful lot. It’s integrated into my calendar and Alexa. It’s great if you’re in the house and you shout out to Alexa to add something to your to-do list so you don’t forget. Then I prioritise my day based on my todoist list.

Going on holiday? Set an out of the office to delete email

My out of office reply says that I’m on holiday and that I will be deleting all email on my return and if it’s important to send it after I return. It’s amazing how many people will actually do this and how much junk you can just make disappear!

Try not to work every day & have fun

I’m lucky that I only work 4 days a week and when I do work I’m rarely more than 15mins walk from my house. This means I’m not wasting time on transport moving from home to work. If I do have to commute I make sure I’m doing something during my commute. It may be reading up on something, listening to a podcast or listing to Audible books (I’ve listened to 146 audible books in the past 6 years of using Audible, it’s a fantastic way to chill or learn about a new subject).

 

O Trailhead, myTrailhead! A reply…

$
0
0

So Salesforce has just announced pricing for myTrailhead at $25/user/month but only as an add-on to a Salesforce Enterprise license so can come out on the pricy side. Keir Bowden has created a great blog all about myTrailhead, but for me, the pricing is (kinda) typical Salesforce, and I have some ideas why they have made the requirement for an Enterprise license too (although a guess).

Launching as an MVP

I’ve noticed that when Salesforce is launching something new themselves, they seem to typically launch the product as a minimum viable product (MVP). It makes a lot of sense, test the water and see if there is interest and if there is, chuck money and resources at it to build it out. I’m not saying myTrailhead is an MVP product (it’s been in the planning for a long time). BUT, by putting the price point high/barrier to entry high they are going to be reducing the number of customers that are going to purchase it, but for an MVP product, this is perfect. It limits the number of customers they are having to give support to and potentially juggling gaps in functionality while giving time to evolve the product to more than just an MVP.  The high price point also helps pay off the implementation costs. But who wouldn’t? increasing the price your customers pay and reducing the number of customers you have to juggle and support? a win-win.

External Objects aka Lightning Connect aka Salesforce Connect, when this was first launched I believe the price tag was around $200k. For some companies, the cost of implementing a similar integration could have been more so $200k is quite reasonable. Even when chatter was announced at the London “World Tour” many years ago I remember when the slide popped up stating that chatter was going to cost somewhere in the region of $50/mth/user (you could hear the jaws hitting the floor).

Why is it tied to an Enterprise license?

There are probably quite a few reasons but here are potentially two:

Technical

Firstly, it may have made it easier to build? technical limitation initially, without an enterprise license you potentially won’t have the API access to make myTrailhead test challenges work etc which could reduce the value of myTrailhead??

The Future license spend

But I think the main reason might be the long term view of the myTrailhead product, and that is it may get bundled into an Enterprise license in the future. Why give it away for free? Why is Trailhead free? The same reason, It comes down to Salesforce’s core Salesforce business of selling licenses. If you can educate the users to use their products more effectively they are going to sell more licenses but at the moment trailhead is very separate to the main platform. Could this converge in the future? I can see the benefit in license terms. If you can get a CPQ trail in front of a business user/influencer you could potentially sell the product by itself. This means bringing trailhead head closer to end users.

Learning should be free and open to all

I hope that Salesforce will see the power of Trailhead and actually see how myTrailhead could be a force for good in providing free learning for all and also a potential upside to license revenue growth, a win-win for all. But we’ll have to see.

One thing for sure… I can’t wait for my first project where I get to implement and create myTrailhead modules 🙂


New Salesforce News Podcast!

$
0
0

So Anup and I have decided to create a new Salesforce podcast called the ‘Salesforce Posse Podcast’. We’ve just launched our first podcast episode last week and so far, to our surprise, it’s been more than just our parents listening in! We’re going to be experimenting with the format a bit over the next couple of months, seeing what works and what doesn’t but we’d love your feedback on what you want to hear.

The podcast will have a Salesforce Developer/Architect slant but also providing what’s happened in Salesforce in the previous month. Our first podcast was just a news wrap up from the previous month and also Anup giving a top tip for developers. Our next podcast will be focused around the Summer ’19 release for developers.

You can find more information on the Salesforce Posse Podcast website and you can also subscribe on either Spotify, iTunes, RSS.

The Salesforce Capability Map

$
0
0

The Salesforce platforms are huge and sometimes it’s hard to keep up with all the changes. These Salesforce capability maps are based on my own experience but if you find any gaps please let me know!! I’d love to make them as complete as I can.
Updates: 10/Jun/2020 – Thanks to Bonny Hinners & Mark Tossell for the addition of oData, CMS, Customer 360 Data & Tableau

One diagram I seem to come back to time and again, is the Salesforce Functional Capability Map. Its main benefit is to be able to picture all Salesforce functional capabilities or features across the Salesforce platforms at various levels of abstraction. The key things I love about this particular diagram is that I can answer any of the following questions in one picture:

  1. What is Salesforce’s functionality?
  2. What of the Salesforce functionality set have I purchased?
  3. What of the Salesforce functionality have I purchased but not using?
  4. What is my maturity of use on a particular piece of functionality?
  5. What is the maturity of the Salesforce functionality compared with X CRM/Tool/Application?
  6. Where are the cross-overs in Salesforce functionality with other applications in the companies application landscape?

Now EVERY software technology company (who knows what they are doing) has a capability map of their software solution(s). The primary reason because it allows them to compare their product with competitors to identify gaps that could be resolved by building out the product or buying a company that has a solution that fits the gap. Sometimes you can play hardball and ask for their capability map so you don’t have to build your own or ask someone from the company who doesn’t know how valuable a capability map for the business is to “dig it out”. But mostly you have to create them for yourself.

One of the hardest parts of constructing the capability map is working out how to group functions across the different Salesforce clouds as there can be quite a bit of duplication and how to classify those functions into but once that has been created it becomes a very powerful diagram.

Level 0: Salesforce Functional Capability Map

Level 0: Salesforce Functional Capability Map

Level 0: Salesforce Functional Capability Map

The first level is the highest level of abstraction on the Salesforce Capability Map. This is how I see Salesforce at the highest level. This is very similar to how Salesforce sees themselves with the 360-degree customer circle that you may have seen at Dreamforce. The only real difference is that I have AppExchange or the “App Ecosystem” rather than part of the platform. For me, this is one of the key areas to accelerate your usage and adoption of Salesforce.

Level 1: Salesforce Functional Capability Map

Level 1 is the second level of arbitration. For each of the sections in Level 0 we essentially look at the functionality within each of the areas. I’ve tried to include all functionality across all the clouds in each section, although I may have missed some functions, the hardest was grouping like functions together. In Marketing, you have Pardot, Marketing Cloud and areas of the core platform with Salesforce campaigns.

This is the level I use the most for answering the questions above. By colouring or shading each of the cells I can answer a raft of questions in a single slide in a deck. In this example, I’ve coloured everything green that has been purchased from Salesforce and orange the functionality that is yet to be utilised and could be of value. This is a great way of maximising your investment in Salesforce without spending additional money. As you can see here single sign-on isn’t currently being used.

Level 2: Salesforce Functional Capability Map

I have to say, level 2 can be huge. It is the most complex, so I generally use level 2 for defining the scope or rationalising why functions in the same group were not used for some reason. It’s also at this point I may start to call out where they are located in Salesforce (Pardot vs Marketing Cloud etc) and what the maturity of the features are (eg email templates in the core platform vs Pardot or Marketing Cloud).

Learn more about Salesforce functionality:

The Salesforce platform is large and having a concise picture of what the functionality is can be hard. In my Salesforce 101 course, I go through each section of the Salesforce Capability Map as well as the history of Salesforce. I also dive into the roles and salaries you can achieve in different parts of the world.

Download the Capability map: Lucid Chart | PDF | Visio

 

Latest Lucid Chart Version:

This is my active lucid chart capability map, it may be more up to date than the above article but has some of my notes etc in it as I’m continually updating it, use at your own risk 🙂





Latest Images