Einstein Activity Metrics Just Turned On

This Sway is a quick first-take. But for a data geek like me, it’s kid-in-the-proverbial-candy-shop levels of excitement.

screenshot of sway
Click on the Image or here to Launch the Sway

Salesforce Process Builder & Flow Convergence

Spring 2020 Flow Record Create Triggers

Salesforce Flow and Process Automation constitute a suite of tools that make an admin’s life (and those of the users s/he serves) easier and easier. This is because the tools steadily become and more and more powerful. And more approachable to non coders. Win. Win. Win.

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Something I detail with examples in this Sway…

Click on the Image to Launch the Sway

Salesforce Automation: Process Builder & Flow Builder for setting primary contact and primary contact affiliation automatically

There’s a funny asymmetry at play in Salesforce NPSP. If you use the UI to enter a lone, “naked” contact, the fancy business logic envelopes that lonely figure in a Household account, as the primary contact on the household.

Nifty. Gee-whiz bang.

So why is it that when you create an organization and a first staff member on that organization, it doesn’t do something similar? Manually setting the primary contact gets irritating if you’re doing too much of it..

But with the aid of Process Builder launching a flow, this too can be configured in all its automated elegance — with the added benefit of affiliated the contact with their account’s API validated mailing address.

Pretty nifty.

Read the sway below for more information.

SalesforceBen has a nice post on Salesforce/Slack Integration

Oddly enough, few of my clients use Slack. MSFT Teams seems, improbably, more prevalent. Still I remember it fondly from back in 2015/16/17 — and this description makes me want to find an instance to see it for myself.

Read on! https://www.salesforceben.com/slack-to-salesforce-integration-new-and-improved/

Trailhead Training Automations Using Office 365 Power Automate

#Zapier is an amazing company — the offering is robust and grows (seemingly) daily; they take security seriously, and there are lots of little signs that this is an org-cultural value of the highest importance.

That said, when looking at declarative point-and-click integrations, if it’s App X to Zapier to App Z, isn’t Salesforce to Office 365 even simpler?

A large list of recently published Trailhead badges.
The depth of content is getting out of hand (almost!)

I’ve been tending to the training needs of a cohort of users with widely divergent skill sets. So the AppExchange TrailTracker offering has been a god-send. And I have a Process Builder automation flow triggered by the creation of a new instance of the junction object User-Badge, which happens when I curate a Trailmix module that I feel is well suited to one of my students.

Trusty Apex Dataloader

A client of mine in Education Services is uploading a large amount of data published by NYS Department of Education about some 7,000 schools & hierarchical entities related (Districts, Charter Schools, Charter Operators) in NY State.

A few more similarly granular objects to go…

The ETL professional in me likes large numbers. But the SF Admin in me is wondering about a performance hit. Also, hoping to upload this to an Enterprise org I have with Einstein Analytics licenses for the soothing transformations when selecting subsets of the data. Stay tuned.

Einstein Analytics Data Import

We still have a few more child objects off the account to go, and I’m wondering if this is a good case for using Big Objects or an external data source. Suggestions welcome!

#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.