See my Trailhead Profile at https://trailblazer.me/id/dkowitt
Next Up: Service Cloud Consultant.
Passed my Salesforce Advanced Administrator Exam
Passed My Platform App Builder Certification Exam
Though I tried to use the online proctored exam, their software didn’t recognize my Logitech Brio, and so I was forced to reschedule and schlep across town to a testing center. Still, it was gratifying to pass on the first try.
Salesforce Data Masking Courtesy of PlatformDemos.com
My most recent discovery – and to judge from the naming conventions of the users you’re assigned when using it, I’m relatively early to the trend — is PlatformDemos.com
They have lots of different fancy, often expensive licenses to choose from, and you can spin up a scratch org of even apply it to an existing org. Searching for Data Mask options brings me here.
And I chose to spin up a new demo org, which does this:
And using the link at top, voila! A new org with all kinds of fancy licenses.
Navigating to the Data Mask App, Masks Tab
And clicking through to the Sample that PlatformDemos.com configured for me,
The sample only masks Contacts. Clicking through to configuring Contact, takes us here
This Salesforce Help Link explains what options are available for the mask. After we review and understand what’s going to happen, we run the mask, which takes some time. Over about 30 minutes, a number of Apex Jobs are run.
And if that seems overwhelming, the Run Logs tab and Object make it a bit easier to understand.
Some anodyne case comments I had made on this case have been scrambled beyond intelligibility, not least because of the truncation involved.
And what seemed a little abstract on Trailhead
Which the fine print here makes clear requires permission sets that are paid for is now much more concrete.
And look at all these other nifty apps with licenses to play with over the next 4 days!
NKF Userbase Notice Demo Page
/Hello, Sunshine! And welcome to the first Autumn workweek of Standard Time. We know you’re well rested. Another big shift in your work-life this week is this, the new NKF Salesforce platform, NKF NPSP (Non-Profit Success Package).
Welcome to the NKF Salesforce NPSP Org. We’re happy you’re here.
Integromat Rebrands as Make
Using bold, bold color combinations. Almost surprisingly so.
Logging into Integromat brings you to a migration hub, where you can instruct the migration to create empty parallel .
The
The company’s code less integration platform offering was always sound. It doesn’t have the breadth of category-killer Zapier, but when for some cloud offerings, the Integromat/Make actions list is on occasion more robust. And so it’s always worth comparing the two when a client comes with flexible requirements.
This new brand moves it away from the ungainly awkward core that admittedly inheres in Integromat towards something a little bit more new economy understand verbals with bold visuals.
Good work, Integromat/Make!
Sending Client Emails via Gmail from within the Podio UI
Out of the box, Podio/Podio Workflow Automation has a perfectly serviceable send email action — if you don’t mind generic, Podio branding.
This Sway details how a much more complex flow in Podio Workflow Automation coupled with waiting webhooks in Zapier can get that email template sent via Gmail — and then the merged content saved as an item in its own Podio app as well.
Link in the imagage above or here to launch the flow.
Podio is Producing: An Update on The Spirits Importers, and It Seems Another Tutoring Client
The Podio Product Roadmap call on the 19th was perhaps a little less impressive than I had hoped for. But I must confess that I like the colors on the UX Beta. And I’ll have to retire my well-worn, well-recieved line about how in a cloud platform industry on innovation overdrive, there stands the Podio User Interface, as if frozen in Amber.
My Wine & Spirits Importer Client project is moving ahead steadily. The data model for SKUs, Brands, Wineries & Varietals is coming together nicely, as is a Globiflow automation that looks up the producer based upon brand terms (sometimes 1:1 more often 1:many). Researching all the terms takes the time; adding it to Podio is what triggers the iterative search over the hundreds of SKUs.
My Tutoring of an Atlanta area Operations Manager for a Real Estate firm may pay a divident of a second such client.
Take a look at the Sway below.
ChartGrids Dashboard Visualizations for Podio
One of Podio’s longstanding weaknesses has been dashboards and business intelligence visualizations. So I was pleasantly surprised to discover this app, ChartGrids.com
By drilling down through Podio Org to Workspace to the App whose data you want to visualize, you can combine charts from different apps into a dashboard. Right now it’s only bar charts. But area charts, pie charts and donughts charts are on their way.
Webassessor & Trailhead Profile Linked Correctly at https://trailblazer.me/id/dkowitt
Late last summer as Salesforce was upgrading its identity management processes for Trailblazer Community and Trailhead Training, when logging in, a bunch of my identities were consolidated, and a fresh profile page created for me. But the existing original profile page was the one linked to my Webassessor Account, which governs certifications. And I no longer had access to that. So, after much hue and cry, I finally got a case opened and set with Salesforce and now my Trailhead Profile displays my badges.
Next goal: a Super Badge and Sharing & Visibility Designer.
New Podio Client in the Wine & Spirits Importing Business
It’s nice to see for real that there are Podio users who are not in the Real Estate Industry.
Today on-ramping and securing my Google Workplace UserID. Next week: low-code platform integration planning and Podio customization.
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