#Dreamforce goes All Touchy Feely

With Marc & Arianna Huffington’s CEO fireside chat. Blather. Blather. Boil & trouble. Filled with gems such as these. Mind you I still respect the Company and the platform, a lot. But WeWork has demonstrated the difficulties with viewing private companies as social movements writ large.

It’s important to do things together.

Mark Benioff, Dreamforce 2019

When we reconnect with ourselves, that’s when community flourishes.

Arianna Huffington, Dreamforce 2019

<cringe>

Mega Migration Project: Dynamics to Salesforce Cloud for DHS USICS

I’m pleased to announce that I’ve started as a Salesforce Admin & Junior Developer for many-month migration project for a rather DC-heavyweight client: US Department of Homeland Security’s US Immigration & Citizenship Services.

E-Verify – Put into Place in the late 80s to keep employers from hiring ineligible workers.

USICS consists of approximately 19,000 federal employees and contractors working at 223 offices around the world.

https://en.wikipedia.org/wiki/United_States_Citizenship_and_Immigration_Services

About 500 of them work in call 3 centers tending to the case management and efficient stewardship of the process of naturalization, and verifying that US citizens are legally authorized to work by virtue of that citizenship..

The E-Verify program I’m working on produces Employment Authorization Documents (EAD) for would-be employees seeking to prove that they can be hired legally. And Salesforce will be helping those call agents at every step of the way.

While I wait for my Public Trust Security Clearance

I can’t personally log in to any system with production data in it. So I spend my sprints vetting/validating field mapping documents, and getting into spirited and healthy debate about what real world situation is being modeled, and what are the best data types to use — you know the sameness-but-strongly-different fault line that often cleaves software targeting the same markets & domains. And then, I can that the results of our debate and appropriately tool the metadata of Salesforce to house first testing data, and then by the time there’s production data, I’ll have my Clearance.

That’s it for now.

#TaskRay in #Salesforce: I’m Loving IT

Favorite Project Management Tool

Project Management in TaskRay is simply too wonderful. It does take a little bit of time to configure properly. But it’s so sleek and aesthetically pleasing.

See this Gallery.

One of the great things about having non-profit clients is that the donates 10 free licenses, a donation the same size (if not the same $ value) as the Salesforce.org non-profit donation. So all your users get this very fancy tool, for free. Fun all around.

And Life Wouldn’t Be Complete and Easy without a Custom Action to Log Billable Time and Pre-Populate Fields for Minimal User Intervention

This is brief. Gotta get back to analyzing data flows. Two new clients this week.

They Weren’t Kidding about CPQ Quote Line Editing

I love function-specific trailhead/developer organizations – they make you feel like you’re standing on a promontory surveying immeasurable potential before you.

But I almost want to complain about this little throw-away of a white lie in the CPQ Trailhead:

The first time the page loads, it can take a few minutes. Subsequent page loads are faster.

Link

So far it’s been over ten minutes, in both Chrome and Firefox. With no state changes on the interface whatsoever to suggest to you what is going on.

The Offending Passage

Is almost inconsequential compared to the offending experience. I don’t know what to do.

The Interminable Wait

The Joys of Task Ray Project Management In Salesforce

Working with a new non-profit client, and just as it’s lovely that Salesforce.org will donate licenses to non-profits, Task-Ray — my favorite of the Project Management tools on Salesforce — has a 10 license donation program as well.

Here are some screenshots of this very sleek tool.