A Milestone of Sorts: Salesforce Trailhead

175 Trailhead Badges.

Link to Trailblazer Profile

And a lot of respect for how smart Salesforce has been in deploying this amazing enterprise learning system.

Next stop: Certified Platform App Builder

Targeting: End of The Month

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.

Salesforce VOIP Telephony, CTI & Analytics

I’m trialing some telephony options for a client on G-Suite. CloudCaller.io and DialPad, in addition to the possibility of a Twilio custom job. I’ll be reporting back more on these soon.

But I have to say, DialPad has impressive capabilities. The transcription is pretty accurate – and more impressively, it identifies interesting questions between the caller/agent and the call recipient.

Dialpad Analytics

This was with a girlfriend of mine from college, so it was unusually long, and not commercially focused. But it’s a little creepy to think about how much of our conversation The Machines are listening to. They’re certainly getting familiar with how we speak in practice if not our inner souls.

More on #DialPad, CloudCaller and integrating both of these with Salesforce coming soon.

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.

#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.