Phil's Salesforce Tip of the Week

Salesforce MVP 2023 – Tip of the Week #529

Welcome to Phil’s Salesforce Tip of the Week #529

 

Tip 1 – Salesforce MVP 2023

Salesforce MVP 2023

Nominations for the Salesforce MVP Class of 2023 went live earlier this week!

It’s a status lots of people aspire to. Do you know someone who you think should become an MVP? Or do you think you’ve got what it takes?

 

 

 

 

 

 

Tip 2 – Winter ’22 Maintenance

Winter 22 Maintenance

Did you know that all certs require completion of one maintenance module per year?

The deadline for the Winter ’22 Trailhead cert maintenance is end of day Friday, December 2nd.

 

 

 

 

 

 

Tip 3 – Benioff’s Way

Marc Benioff

Everyone knows I’m a Marc Benioff fanboy (who isn’t??). So it’s no surprise that he recently got the Creative Executive’s CEO of the Year 2022.

Always an inspiration the article has some advice for other CEOs and the Salesforce eco-system.

 

 

 

 

 

 

Tip 4 – Dreamforce 2023

Dreamforce 2023The dust may have just settled on this year’s Dreamforce, but the date for next year has officially been announced.

Dreamforce will be back 12th to 14th September 2023. Get those dates in the diary!

 

 

 

 

 

 

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Phil's Salesforce Tip of the Week

TrailblazerDX 2023 – Tip of the Week #528

Welcome to Phil’s Salesforce Tip of the Week #528

 

Tip 1 – TrailblazerDX 2023

TrailblazerDX 2023

Looks like TrailblazerDX will be returning to San Francisco in 2023. Date for the diary is 7th and 8th March.

Sign up today and be the first to know about all things TrailblazerDX — early access to registration, speaker announcements, the Trailblazer Celebration, and more…

TrailblazerDX 2023 is set to be another must-attend Salesforce event. Will you be going?

 

 

 

 

Tip 2 – Slack Platform

Slack Platform

The new Slack Platform is now in open Beta.

It claims to make ‘it easier to build with greater scale and less overhead

Why not get involved and help exchange ideas with the developer community?

 

 

 

 

 

Tip 3 – Automation Dreamin’

Automation Dreamin'

Next week welcomes another Dreamin’ conference: Automation Dreamin’.

Our two-day [virtual] conference will be all around Salesforce automation – whether that is low code, full code solutions or even a bit of marketing automation

Over 400 people have already signed up, so don’t miss out!

(And it’s co-organised by our very own Salesforce Consultant, Mark Jones, alongside Vicki Moritz-Henry)

 

 

 

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Phil's Salesforce Tip of the Week

Salesforce Live – Tip of the Week #527

Welcome to Phil’s Salesforce Tip of the Week #527

 

Tip 1 – Salesforce Live

Salesforce Live

Salesforce Live is back at London ExCel on Wednesday 30th November.

Expect an action packed day of keynotes, sessions, demos and networking opportunities.

Join us to learn how to create operational efficiencies, unlock hidden opportunities to grow and keep your customers coming back.
Plus, we’ll share the latest and greatest news and product innovations straight from Dreamforce.’

 

 

 

 

Tip 2 – Filter Ideas

A great tip from Cheryl Feldman:

Hey, #AwesomeAdmins, I want to make sure that you know this feature is available on the IDX. You can filter Ideas that have had an update from PMs in the last 6 mos. 563 ideas have been updated by Salesforce

 

 

 

 

 

 

Tip 3 – Free Trial Pages

Who doesn’t like FREE things?

Now you can have access to over 15+ free Salesforce software trials, ‘both product and industry-specific, all in one place.’

The options include MuleSoft, Slack, CRM Analytics, Health Cloud, and much more…

 

 

 

 

 

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Phil's Salesforce Tip of the Week

Dreamin’ Events Special – Tip of the Week #526

Welcome to Phil’s Salesforce Tip of the Week #526

*Dreamin’ Events Special*

 

Tip 1 – North Africa Dreamin’

North Africa Dreamin'First up in our Dreamin’ Events Special, is ‘the #1 Salesforce community conference in Africa’. And it’s  back tomorrow (Saturday 22nd October). It’s also sold out.

Plenty of great sessions to check out including one from our Salesforce Consultant Mark Jones.

 

 

 

 

 

Tip 2 – Florida Dreamin’

Florida Dreamin'

Happening next week (26th-28th October), Florida Dreamin’ is also sold out.

There’s a growing wait list, so if you have a ticket and now can’t make it, please cancel your reservation.

 

 

 

 

 

 

Tip 3 – Women in Tech Dreamin’

Women in Tech Dreamin'

This conference aims to be ‘one of a kind Salesforce community conference‘ and aims to ‘empower everyone out there‘.

The event is on Saturday 12th November, in Jaipur, India.

 

 

 

 

 

 

 

Tip 4 – DevOps Dreamin’

DevOps Dreamin'After the success of the event in London, the DevOps Dreamin’ team moves to Seattle on the 16th and 17th November.

Billed as ‘a brand new community conference for Salesforce Developers and Architects‘. Call for speakers is now open!

 

 

 

 

 

 

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Phil's Salesforce Tip of the Week

Community Impact Report – Tip of the Week #525

Welcome to Phil’s Salesforce Tip of the Week #525

 

Tip 1 – Community Impact Report

Salesforce Community Impact Report 2022

The Salesforce.org Community Impact Report 2022 is out now.

In this fifth annual report they highlight how their ‘customers are using the resources provided by Salesforce.org and our partners to create and amplify their social impact

“Although the challenges we’re facing as a global community continue to compound, our global community of changemakers in the nonprofit and education sectors continues to address these challenges head-on to drive tangible and inspiring social impact”

 

 

 

 

Tip 2 – Restriction Rules

Restriction Rules

Thanks to our Salesforce Consultant, James for this tip on restriction rules.

“Since the Winter 22 release Salesforce have introduced Restriction Rules. These bolt on nicely onto the existing sharing model and allow an administrator to further control what records a user can access.

Restriction rules will certainly be helpful, I would test them thoroughly in a sandbox to ensure they behave as expected and in accordance with the existing sharing model. I would also use them sparingly and only apply them when access to records really needs to be restricted at a more granular level than that provided by the existing sharing model”

Get more info here.

 

 

Tip 3 – Dreamforce 2022 Highlights

Cloud Galacticos at Dreamforce 2022

Some of our team went to Dreamforce and had a great time. Here’s our Cloud Galacticos Dreamforce 2022 review blog. 

It was great to be back in San Francisco for Dreamforce with the Cloud Galacticos team. There’s nothing like it. 

Dreamforce is a great chance for the team at Cloud Galacticos to be part of the biggest event of the year. We get the latest updates on all things Salesforce, and re-connect in-person with our international Salesforce Ohana. 

Did you go to Dreamforce? How was it for you? 

 

 

 

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Phil's Salesforce Tip of the Week

Workflow – Tip of the Week #524

Welcome to Phil’s Salesforce Tip of the Week #524

 

Tip 1 – New Workflow Rules

Workflows

We knew it was coming, but now officially in the Winter ’23 release, you will not be able to create NEW workflow rules.

You will still be able to edit, delete, and switch the activation of existing Workflow Rules. This change comes as part of the retirement roadmap for Workflow Rules and Process Builder.

Check out the current roadmap here to see the next steps in the retirement journey.

 

 

 

 

Tip 2 – Black Tech Fest

Black Tech Fest

Billed as ‘the biggest event in Europe of its kind’ Black Tech Fest is happening next week, 10th to 14th October.

“We are so excited to announce that Zahra Bahrololoumi, Salesforce CEO will be joining us this year at Black Tech Fest 22!

It’s truly rare to get the opportunity to ask a CEO ANYTHING, well now is your chance! We can’t wait to hear from her at Colorcode on October 12th.”

 

 

 

 

Tip 3 – French Touch Dreamin’

French Touch Dreamin

French Touch Dreamin’ have extended the call for speakers to next week, Sunday 16th October.

So you call still submit a talk and join us in Paris on December 1st!

French Touch Dreamin is an European Salesforce event independently organised by the community. It takes place in Paris. You will not want to miss this exciting educational event where you can meet and network with all the influential people in the community.

 

 

 

 

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Phil's Salesforce Tip of the Week

Salesforce Genie – Tip of the Week #523

Welcome to Phil’s Salesforce Tip of the Week #523

Dreamforce 2022 Updates Special

 

Tip 1 – Salesforce Genie

Salesforce Genie

The talk of Dreamforce 2022 had to be the announcement of Salesforce Genie.

It brings ‘the power of in-the-moment data to Customer 360 with the first-ever real-time CRM.’

Looking forward to see what this Genie can do!

 

 

 

 

Tip 2 – Slack Updates

Slack Updates

Slack is a key communication channel here at Cloud Galacticos. So it’s always exciting when there are product innovations.

“Building a digital headquarters that enables more flexible, inclusive and productive ways of working.”

Read the full update here. And click here to see more about Slack Canvas.

 

 

 

 

 

Tip 3 – Dates for the diary

If you are more organised than me, you may be already looking for the next big event. These 2 dates have now been announced:

Dreamforce 2023 — Sept 12-14th
TrailblazerDX 2023 — March 7/8th

Maybe it’s time to get a new diary?

 

 

 

 

 

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Phil's Salesforce Tip of the Week

DreamOle 2023 – Tip of the Week #522

Welcome to Phil’s Salesforce Tip of the Week #522

 

Tip 1 – DreamOle 2023

DreamOle 2023

DreamOle is one of the many amazing Salesforce community conferences happening in Europe.

They’ve just announced the date for DreamOle 2023. Save the date: March 24th.

The location for DreamOle 2023 will be in sunny Seville. What a great excuse to visit an amazing Spanish city, and support our Spanish Salesforce Ohana?

 

 

 

 

 

Tip 2 – Data Cloud World Tour

Data Cloud World Tour

The Data Cloud World Tour is making a stop in London to showcase the latest innovations to Snowflake’s Data Cloud.”

“This event is all about collaborating with data in ways unimaginable just a few years ago. Join us and your fellow data leaders to learn about the latest capabilities of the Data Cloud, our newest data workloads, and innovative new use cases that can help drive your business forward.”

Looks like a great event to learn all things Snowflake related. Plus, it’s free to attend.

 

 

 

Tip 3 – CG at Dreamforce

Meet us at Dreamforce 2022

Were you at Dreamforce this week? What were your highlights?

Don’t forget to follow us on Twitter to see what our CEO Phil, and Salesforce Consultants Mark and Adam got up to!

Look out for our Dreamforce Review blog coming soon…

 

 

 

 

 

 

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Phil's Salesforce Tip of the Week

Salesforce Associate Cert – Tip of the Week #521

Welcome to Phil’s Salesforce Tip of the Week #521

 

Tip 1 – Salesforce Associate Cert

Salesforce Associate Cert

The Salesforce Associate certification is here.

“The Salesforce Associate cert is designed for new Trailblazers with 6 months or less experience. It gives them a solid introduction into the world of Salesforce.

It is a great for those just getting started. And for those who work in roles where a very basic knowledge of Salesforce would be beneficial.

So, the likes of Power Users or Recruiters could benefit from taking the cert. Plus aspiring Salesforce Professionals looking to find their first job.” Mark Jones, Salesforce Consultant

 

 

 

Tip 2 – Road to Dreamforce Quest

Road to Dreamforce Quest

For those heading off to San Francisco for Dreamforce…

Before you pack your backpack, take this trailmix to prepare you for the epic family reunion and enter for a chance to win fun prizes.”

There are various and varied modules to take including ‘Flow basics‘, ‘Trailblazer Community Groups‘, ‘Salesforce Cultures and Value‘, and ‘What shoes would you wear to Dreamforce?

 

 

 

 

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TotW 10 Years

10 Year Special – Phil’s Salesforce Tip of the Week #520

Welcome to Phil’s Salesforce Tip of the Week #520

Welcome to my Ten Year Anniversary special. Here are TEN Salesforce tips from the team at Cloud Galacticos, from MuleSoft to Success From Anywhere, and Trailhead to Apple shortcuts. Plus a special guest for Tip 10…

 

Tip 1 – Task Manager

Emma Frost Tip of the Week 520

Emma Frost, Project Manager

As a Project Manager I have projects of various size, length and complexity to work on in any given day, as you can imagine my to do list is everything!

My Salesforce tip is called Todoist. It’s a free, collaborative tool and covers everything we were looking for.

I can share my to do list with colleagues, create recurring tasks, assign tasks to myself or others, create a simple list view or a kanban view – particularly useful for creating to do lists for different projects and displaying them together. 

All in all I would highly recommend this if you’re looking for a similar tool.

 

 

 

Tip 2 – Salesforce Ecosystem

Kully Dosanjh Tip of the Week 520

Kully Dosanjh, Salesforce Consultant

To get into the Salesforce Ecosystem you need to set yourself apart by accessing training resources such as Salesforce Trailhead, this is a self-study platform where you can teach yourself, it contains modules and other learning tools that can help you prepare for the exam.

Look for training courses which are available as either self-directed study or online learning as they can help with your understanding and prepare for exams.

Update your CV. Highlight your transferable skills, any relevant soft skills and experiences gained within Salesforce to show your hands-on experience. Connect with dedicated recruitment consultants as they often help with your CV and offer additional support and prep for upcoming interviews.

 

 

Tip 3 – Presentation Skills

Mark Jones Tip of the Week 520

Mark Jones, Salesforce Consultant

Over the last number of years I have had the opportunity to speak at a number of different events in the Salesforce ecosystem. One of the things that I get asked about is how do you get started? Honestly, I’ve been speaking at events for almost 20 years at this point, so I guess my advice would be to speak up and ask people for opportunities. If you’ve got a great session idea, find your local community group and ask the CGL if you can do it.

Community Groups are always looking for new speakers and new content, so by doing that you help the CGL out by providing a speaker and give yourself the opportunity to speak. Other things such as confidence and capability as a speaker in my view come largely from experience.

 

 

 

Tip 4 – Datatable

Nkosi Ncube Tip of the Week 520

Nkosi Ncube, Developer

As a believer in flows my first stop when looking for flow related components is UnofficialSF. One of my favourite apps or component is the Datatable which has become easier and easier to install over the years.

The Datatable is the go to app when I need to present a table of data to the users via flow. As flow becomes the prepared automation tool by Salesforce, UnofficialSF is in a good place to become the most popular flow resource.

 

 

 

 

 

Tip 5 – Success From Anywhere

Adam Barnes Tip of the Week 520

Adam Barnes, Salesforce Consultant

Like Salesforce, Cloud Galacticos is a ‘Success From Anywhere‘ company. It means that I can travel and explore Spain and France during the summer.

During the day I would work then in the evenings and weekends, I would explore wherever I happen to be. The thing I kept in mind was the time difference with it being France and Spain, it was only an hour ahead of the UK meaning I didn’t need to change anything when working with clients.

Even though I was in different countries I was connected to my colleagues on a daily basis and speaking to clients. And having Storm, a husky, with me made it more interesting!

 

 

 

Tip 6 – Path Optimiser

Priya Mahendrakar Tip of the Week 520

Priya Mahendrakar, Salesforce Consultant

A great way to increase Email Open Rate/Clicks Rate is by using Path Optimiser. It’s one of the new features in Marketing Cloud Journeys. 

For businesses, if the KPI is mostly about the Email Open and Clicks Rate, then Path Optimiser is the best solution. Path Optimiser helps marketers to test multiple variants of the email and also in testing additional channels like SMS, Advertising Campaigns etc.

There are no additional development efforts required. Plus there’s an option to use Artificial Intelligence in one of the test paths.

 

 

 

 

Tip 7 – Never Split the Difference

Paul O'Dowd Tip of the Week 520

Paul O’Dowd, Sales Director

The book emphasises the importance of emotional intelligence without sacrificing deal-making power. From the pen of a former hostage negotiator – someone who would not take no for an answer – which makes fascinating reading, but it’s also eminently practical. 

The fastest and most efficient means of establishing a quick working relationship is to acknowledge the negative and defuse it”. 

In the pages of the book, you will find the techniques for getting the deal you want.

Negotiations, as someone once said to me, is “the art of letting someone else have your own way”. It’s an art well worth learning.

 

 

Tip 8 – MuleSoft Composer

Priyanka Miryalkar Tip of the Week 520

Priyanka Miryalkar, MuleSoft Lead Developer

As a MuleSoft Lead Developer at Cloud Galacticos, I was excited to find out about MuleSoft Composer. It’s the first tool of its kind released by Salesforce.

It builds on the achievements of the core MuleSoft platform to help businesses move rapidly through their digital transformation. 

Some of its benefits include: no code required, it’s similar to Flow but allows you to integrate with other systems; it’s embedded which means you can access it from within Salesforce; and Composer has 10+ pre-built integrated connectors for the system including Slack, Google Sheets, Jira, and Microsoft Teams.

 

 

Tip 9 – Apple Shortcuts

Natalia Egyed Tip of the Week 520

Natalia Egyed, Office Manager

As a relatively new Apple user I have found it very useful to take a few minutes and learn the gestures and keyboard shortcuts first. This makes my work so much easier now. 

My favourites so far are the 3-finger drag swipe between open pages, and the Shift-Command-4 which allows you to print screen a section from your screen and saves it automatically to your desktop.

I have also found it useful to close my laptop with Control-Command-Q, so no one can have access while I am not at my desk.

 

 

 

 

Tip 10 – No Limits

Gavin Bilton, UK Strongest Man 2020/21

Gavin Bilton (UK Strongest Man 2020/21) was our special guest at this year’s London’s Calling event.

Be absolutely relentless in your pursuit of your Goal. We have no limits, the only thing that holds us back is your mind.

We are stronger than we will ever know. Face life head on and never back down. Belief conquers all.

 

 

 

 

 

About Cloud Galacticos

Cloud Galacticos at Digital City Awards 2022

Cloud Galacticos at Digital City Awards 2022

Cloud Galacticos is a Salesforce consultancy with a growing all-star team. We are user and developer group leaders, bloggers, MVPs and all round Salesforce nerds. Our company has people all over the UK including Manchester, Leeds, Newcastle, Sheffield, and London.

So if you are looking for a Salesforce partner with experience to help you make the most of your org, why not get in contact?

Digital City Awards, Best Small Digital Company Finalist 2022

London’s Calling Platinum Sponsor 2022

 

 

 

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