#Salesforce Org to Org Seeding

[hicglobal]

DBSync- An accounting and warehousing staple

iPaas, Paas, Iaas-A boost

To remain free of things, how about we start with some scientific classification to abstain from conflating the ever-expanding rundown of Xmas(Anything as a help) items.

For example, AWS and Heroku are instances of Iaas and Paas, separately, with the last worked over the previous. Iaas gives adaptable occurrences and asset control, though Paas advances over them.

On the other hand, the Integration stage as a help (iPaaS) is an assortment of robotized enablements to interface applications conveyed over various situations. It's frequently utilized by tremendous B2B organizations to incorporate (or combine) applications facilitated on neighborhood and cloud servers.

An Introduction to DBSync

In case you're somebody that manages bookkeeping on the customary, there's a respectable possibility you've tinkered with DBSync's Quickbooks at any rate. This shouldn't come as a shock since it's helped numerous organizations move to gather bookkeeping from managing(read misusing) sales registers. This turns out to be cosmically significant for organizations that work in spaces where achievement relies on invoicing speeds, similar to occasion the board.

Generally speaking, DBSync is easy to understand, efficient Cloud Replication instrument utilized principally for bookkeeping. It likewise accompanies information misfortune counteraction, planning presets, and email warnings for robotized replication and synchronization.

Some foundation

Based out of Nashville, Tennessee, which focuses in San Francisco, California, and Bangalore, its contributions provide food principally to bookkeeping.

It spun off from a help venture that distinguished a hole among Salesforce and Quickbooks. The stage arrangement has since pitched itself at little and medium endeavors for eCommerce and DataWarehousing, in a specific order.

Besides, its Cloud Workflow streamlines urgent tasks like Order-to-Cash, Procure-to-Pay, and Payment reconciliation.

Today, you can reinforcement, distribution center, and recoup information quicker with no information misfortune, agree to all guidelines (like SOX and FINRA ), seed Sandboxes, duplicate information to other Salesforce examples, and reproduce into essentially any nearby DBMS or cloud, for all, picked Salesforce items and the other way around.

It works similarly well on any mix of information serving courses of action.

 Quickbooks

Likely its most productive item, Current variations of Intuit's Quickbooks incorporate QuickBooks Desktop and Online, Microsoft® Dynamics GP and NAV

Fuelling Finance and Accounting

Quickbooks pertinent capacities, as an item, stand separated from its other DBSync cousins and warrant uncommon notice.

Principally, it incorporates Salesforce cases to Quickbooks with requests and satisfaction.

desync salesforce QuickBooks

Staying aware of Vendor Competition Through New Integrations

As a growing merchant, its reactions in network discussions for overhauls and backing are broadly instant, just like its reactions for incorporation demands.

Significantly more, the reconciliations from the Salesforce accomplice have adaptable mappings for mixes with Salesforce Orgs just as a large group of utilizations.

All the more as of late, (and in a proceeding with a pattern,) the new connectors let organizations interface between a few ERP arrangements. Simultaneously, they're adaptable and accompanied a two-weeks time for testing. All the more comprehensively, this is what they spread:

For Microsoft Dynamics 365

Supports a wide range of datasets for ERP, CRM, and Online Retail. According to Rajeev Gupta, DBSync's author, this was because of a staggering solicitation for Microsoft support.

For Vend

Furthermore, arrangements presently bolster interchanges among Vend and different ERPs that let organizations match up invoicing and bills.

 Late Headway

All the more as of late, DBSync highlighted in Inc. Magazine's Annual List of America's Fastest-Growing Private Companies. This is against a set of a blast in IPaas merchants like Breadwinner.

 Flooding forward as the main Paas

Other than Inc. Magazine, as approval of its work in the Paas space, it saw consideration in Gartner quadrants and no little accomplishment, for a long time running.

Thanks for reading this article and if you like this article and want to read more then, please visit HIC Global Solutions | https://hicglobalsolutions.com/

[un-enfant-immature]

Design may be the next entrepreneurial gold rush

Ten years ago, the vast majority of designers were working in Adobe Photoshop, a powerful tool with fine-tuned controls for almost every kind of image manipulation one could imagine. But it was a tool built for an analog world focused on photos, flyers and print magazines; there were no collaborative features, and much more importantly for designers, there were no other options.

Since then, a handful of major players have stepped up to dominate the market alongside the behemoth, including InVision, Sketch, Figma and Canva.

And with the shift in the way designers fit into organizations and the way design fits into business overall, the design ecosystem is following the same path blazed by enterprise SaaS companies in recent years. Undoubtedly, investors are ready to place their bets in design.

Seed stage design tools, low code/no code software, and/or collaboration tools are getting $10 on $40m term sheets.

Not an isolated case.

Shows their bullishness on these spaces. And some FOMO.

— Bilal Zuberi (@bznotes) August 21, 2019

But the question still remains over whether the design industry will follow in the footprints of the sales stack — with Salesforce reigning as king and hundreds of much smaller startup subjects serving at its pleasure — or if it will go the way of the marketing stack, where a lively ecosystem of smaller niche players exist under the umbrella of a handful of major, general-use players.

“Deca-billion-dollar SaaS categories aren’t born everyday,” said InVision CEO Clark Valberg . “From my perspective, the majority of investors are still trying to understand the ontology of the space, while remaining sufficiently aware of its current and future economic impact so as to eagerly secure their foothold. The space is new and important enough to create gold-rush momentum, but evolving at a speed to produce the illusion of micro-categorization, which, in many cases, will ultimately fail to pass the test of time and avoid inevitable consolidation.”

I spoke to several notable players in the design space — Sketch CEO Pieter Omvlee, InVision CEO Clark Valberg, Figma CEO Dylan Field, Adobe Product Director Mark Webster, InVision VP and former VP of Design at Twitter Mike Davidson, Sequoia General Partner Andrew Reed and FirstMark Capital General Partner Amish Jani — and asked them what the fierce competition means for the future of the ecosystem.

But let’s first back up.

Past

Sketch launched in 2010, offering the first viable alternative to Photoshop. Made for design and not photo-editing with a specific focus on UI and UX design, Sketch arrived just as the app craze was picking up serious steam.

A year later, InVision landed in the mix. Rather than focus on the tools designers used, it concentrated on the evolution of design within organizations. With designers consolidating from many specialties to overarching positions like product and user experience designers, and with the screen becoming a primary point of contact between every company and its customers, InVision filled the gap of collaboration with its focus on prototypes.

If designs could look and feel like the real thing — without the resources spent by engineering — to allow executives, product leads and others to weigh in, the time it takes to bring a product to market could be cut significantly, and InVision capitalized on this new efficiency.

In 2012, came Canva, a product that focused primarily on non-designers and folks who need to ‘design’ without all the bells and whistles professionals use. The thesis: no matter which department you work in, you still need design, whether it’s for an internal meeting, an external sales deck, or simply a side project you’re working on in your personal time. Canva, like many tech firms these days, has taken its top-of-funnel approach to the enterprise, giving businesses an opportunity to unify non-designers within the org for their various decks and materials.

In 2016, the industry felt two more big shifts. In the first, Adobe woke up, realized it still had to compete and launched Adobe XD, which allowed designers to collaborate amongst themselves and within the organization, not unlike InVision, complete with prototyping capabilities. The second shift was the introduction of a little company called Figma.

Where Sketch innovated on price, focus and usability, and where InVision helped evolve design’s position within an organization, Figma changed the game with straight-up technology. If Github is Google Drive, Figma is Google Docs. Not only does Figma allow organizations to store and share design files, it actually allows multiple designers to work in the same file at one time. Oh, and it’s all on the web.

In 2018, InVision started to move up stream with the launch of Studio, a design tool meant to take on the likes of Adobe and Sketch and, yes, Figma.

Present

When it comes to design tools in 2019, we have an embarrassment of riches, but the success of these players can’t be fully credited to the products themselves.

A shift in the way businesses think about digital presence has been underway since the early 2000s. In the not-too-distant past, not every company had a website and many that did offered a very basic site without much utility.

In short, designers were needed and valued at digital-first businesses and consumer-facing companies moving toward e-commerce, but very early-stage digital products, or incumbents in traditional industries had a free pass to focus on issues other than design. Remember the original MySpace? Here’s what Amazon looked like when it launched.

In the not-too-distant past, the aesthetic bar for internet design was very, very low. That’s no longer the case.

[magzoso-tech]

New Post has been published on https://magzoso.com/tech/design-may-be-the-next-entrepreneurial-gold-rush/

Design may be the next entrepreneurial gold rush

Ten years ago, the vast majority of designers were working in Adobe Photoshop, a powerful tool with fine-tuned controls for almost every kind of image manipulation one could imagine. But it was a tool built for an analog world focused on photos, flyers and print magazines; there were no collaborative features, and much more importantly for designers, there were no other options.

Since then, a handful of major players have stepped up to dominate the market alongside the behemoth, including InVision, Sketch, Figma and Canva.

And with the shift in the way designers fit into organizations and the way design fits into business overall, the design ecosystem is following the same path blazed by enterprise SaaS companies in recent years. Undoubtedly, investors are ready to place their bets in design.

Seed stage design tools, low code/no code software, and/or collaboration tools are getting $10 on $40m term sheets.

Not an isolated case.

Shows their bullishness on these spaces. And some FOMO.

— Bilal Zuberi (@bznotes) August 21, 2019

But the question still remains over whether the design industry will follow in the footprints of the sales stack — with Salesforce reigning as king and hundreds of much smaller startup subjects serving at its pleasure — or if it will go the way of the marketing stack, where a lively ecosystem of smaller niche players exist under the umbrella of a handful of major, general-use players.

“Deca-billion-dollar SaaS categories aren’t born everyday,” said InVision CEO Clark Valberg. “From my perspective, the majority of investors are still trying to understand the ontology of the space, while remaining sufficiently aware of its current and future economic impact so as to eagerly secure their foothold. The space is new and important enough to create gold-rush momentum, but evolving at a speed to produce the illusion of micro-categorization, which, in many cases, will ultimately fail to pass the test of time and avoid inevitable consolidation.”

I spoke to several notable players in the design space — Sketch CEO Pieter Omvlee, InVision CEO Clark Valberg, Figma CEO Dylan Field, Adobe Product Director Mark Webster, InVision VP and former VP of Design at Twitter Mike Davidson, Sequoia General Partner Andrew Reed and FirstMark Capital General Partner Amish Jani — and asked them what the fierce competition means for the future of the ecosystem.

But let’s first back up.

Past

Sketch launched in 2010, offering the first viable alternative to Photoshop. Made for design and not photo-editing with a specific focus on UI and UX design, Sketch arrived just as the app craze was picking up serious steam.

A year later, InVision landed in the mix. Rather than focus on the tools designers used, it concentrated on the evolution of design within organizations. With designers consolidating from many specialties to overarching positions like product and user experience designers, and with the screen becoming a primary point of contact between every company and its customers, InVision filled the gap of collaboration with its focus on prototypes.

If designs could look and feel like the real thing — without the resources spent by engineering — to allow executives, product leads and others to weigh in, the time it takes to bring a product to market could be cut significantly, and InVision capitalized on this new efficiency.

In 2012, came Canva, a product that focused primarily on non-designers and folks who need to ‘design’ without all the bells and whistles professionals use. The thesis: no matter which department you work in, you still need design, whether it’s for an internal meeting, an external sales deck, or simply a side project you’re working on in your personal time. Canva, like many tech firms these days, has taken its top-of-funnel approach to the enterprise, giving businesses an opportunity to unify non-designers within the org for their various decks and materials.

In 2016, the industry felt two more big shifts. In the first, Adobe woke up, realized it still had to compete and launched Adobe XD, which allowed designers to collaborate amongst themselves and within the organization, not unlike InVision, complete with prototyping capabilities. The second shift was the introduction of a little company called Figma.

Where Sketch innovated on price, focus and usability, and where InVision helped evolve design’s position within an organization, Figma changed the game with straight-up technology. If Github is Google Drive, Figma is Google Docs. Not only does Figma allow organizations to store and share design files, it actually allows multiple designers to work in the same file at one time. Oh, and it’s all on the web.

In 2018, InVision started to move up stream with the launch of Studio, a design tool meant to take on the likes of Adobe and Sketch and, yes, Figma.

Present

When it comes to design tools in 2019, we have an embarrassment of riches, but the success of these players can’t be fully credited to the products themselves.

A shift in the way businesses think about digital presence has been underway since the early 2000s. In the not-too-distant past, not every company had a website and many that did offered a very basic site without much utility.

In short, designers were needed and valued at digital-first businesses and consumer-facing companies moving toward e-commerce, but very early-stage digital products, or incumbents in traditional industries had a free pass to focus on issues other than design. Remember the original MySpace? Here’s what Amazon looked like when it launched.

In the not-too-distant past, the aesthetic bar for internet design was very, very low. That’s no longer the case.

[shariwarnick-blog]

Design Leadership by Giving

Are you willing to pay more for a product when you know the company has a philosophy and solid plan in place for giving back? Toms is the first one that came to mind, because I think their giving plan has been in place longer than most and I think they built a lot of their growth and popularity by promoting their giving platform. I think it is fabulous design leadership to lead a company to make sure we all do our part to improve the world. Toms works with over 100 giving partners to provide shoes, sight, water, safe births and kindness. Here are a few more:

Patagonia: “the absolute commitment to environmental advocacy and product quality”

Google: Google Dot Org is one of the ways that Google gives back to local, national, and global communities.

Each year, Google Dot Org donates $100,000,000 in grants, 80,000 volunteer hours, and $1 billion in products.

They provide seed funding for global entrepreneurs in developing countries, community grants, disaster relief, and much more. Additionally, Google provides grants to help boost traffic to nonprofits’ websites through a program called Google Ad Grants.

SalesForce: “I have done everything from volunteering in a soup kitchen, to working at a children’s hospital in Morocco—all supported by the company.” Total philanthropic donations to date, $137,000,000.

The culture of giving back to better the world is a valuable leadership platform for any company. I know that when I hear that a company cares about philanthropic ventures, employee development through giving, I think that is stellar leadership. When a companies designs fabulous products AND gives back (even by charging us a little more for their product, making us feel like we are becoming part of that giving, that is design leadership.)

[tak4hir0]

Salesforce Consultants have a variety of responsibilities to manage in their role. While organisation is a key trait to what makes a good Salesforce consultant, you should look to improve your productivity, client communication, and Salesforce project deliveries with the help of apps. Having worked in multiple Salesforce consultancies and as an independent consultant, I’ve compiled this list based on the most popular tools used in the partner ecosystem. For most categories, I have included both free and paid options (and highlighted which tools are definitely worth paying for!) Whether you’re a new or seasoned Salesforce consultant, take a look at these essential tools to keep in handy in your digital toolbox. General Productivity & Communication Paid “An integrated suite of cloud-native collaboration and productivity apps…includes Gmail, Docs, Drive, Calendar, Meet and more” G Suite is the popular choice among Salesforce consultancies. Personally, I haven’t used anything but GSuite since 2015. If you’re coming from a Microsoft stronghold, I recommend you brush up on Gmail and its related apps. Free Although G Suite comes with Google Hangouts, Slack is a workplace communication tool on steroids that took the world by storm circa 2015. It was the first player in the market to combine group chats and person-to-person messaging, in an intuitive interface. Some even use it for communicating with clients particularly if the project management tool is a labyrinth of Salesforce jargon. There’s even a Slack to Salesforce integration you could take advantage of. Free – with limitations Quip is like a combination of Slack and Google docs. It’s a word processing app that offers so much more than your typical document management, especially the ways it can be integrated with your Salesforce org. I recommend Quip to consultants for bringing the gap between Salesforce org data, and making it readable for clients. For example, you can pull related lists, Salesforce reports (and more) into a document, and work in Quip with clients with the reassurance that the bi-directional sync with Salesforce records maintains your org as the true ‘source of truth’. Thanks to Helen for giving us a tour of how Quip can be used, for user productivity benefits, and security for Admin peace of mind – I recommend you read the whole guide. Free I have used Evernote for years because it does the job for quick note-taking, whether that be taking rough notes during a call, or using it to copy, manipulate, and paste information. Although you are likely to have Google Docs at your disposal, Evernote is far more lightweight. I even find the two-step process of moving my notes from Evernote to Google Docs gives me a chance to reorganize them to the best order. Free An essential Chrome extension for writing documents or emails to clients, especially if grammar isn’t one of your strong points (or you type emails at breakneck speed)! Grammarly is more sophisticated than other spell-checkers; what I love are Grammarly alerts when I could have used a more concise sentence to get my point across. Project Management & Time Tracking Time Tracking – Kimble, Toggl, Harvest Tracking your time is how you track your profitability as a consultant. Recording your task entries per client, per task can be a tedious ask, so it’s important to choose a software that makes it as frictionless as possible. Here are some options I have come across working in different Salesforce consultancies: Kimble (Paid): time tracking is only one element of the Kimble full-blown solution, which is geared towards granular resource tracking. Not the most visually aesthetic, but is certainly robust! Other consultancies may build their own custom time trackers in Salesforce using custom objects tied to the user object. Toggl (Paid): from the look and feel of the Toggl website, you get a sense of what the app aims for. Whenever you start a new task, you can simply press the ‘play’ button, effortlessly giving you start and stop times. It’s lightweight but I know large teams that use it happily. Harvest (Paid): For independent consultants, I highly recommend Harvest. It’s a no-nonsense time-tracking tool that I have used for years (one of the few paid apps that I kept throughout my freelance stint). Harvest offers more features, such as invoicing, expense tracking, and more (although I found this overlapped with my accountancy and banking software). Task Management – Jira, Asana Jira (Paid): As an industry-standard, all consultants will encounter Jira at some point in time. Jira becomes a must-have for consultants working on larger projects, with the ability to create dependencies between tasks and teams. Jira is designed to work in sprints, and the ‘tickets’ can be displayed in multiple ways, including Gantt style. Asana (Free – with limitations): Then there’s Asana. I love Asana, it’s my go-to project management tool. Was created by an ex-Facebook engineering lead who was frustrated with how their projects were managed internally (surely a vote of confidence for the tool!) My thoughts are that Asana is best suited for: Independent consultants,Consultants working on smaller projects with fewer dependencies between tasks,Consultants working collaborating with clients, where a tool like JIRA is less intuitive and typically an overwhelming experience! Process Mapping & Visualization Process Mapping – Lucidchart (+ Miro) Lucidchart (Free – with limitations): Lucidchart enables consultants to show Salesforce processes step-by-step using diagrams, using drag-and-drop from a range of pre-made shape libraries. An absolute essential for consultants. At the discovery stage, use Lucidchart to enrich the proposal you send to your clients with visual flow diagrams that help communicate the value of your work in terms of efficiency and user productivity gains. At the end of the project (hand-off and training stage), use the same flow diagrams to lead users through what you built so they understand the process end-to-end. At the time of writing, the Lucidchart free version limits you to 3 diagrams, each with a maximum of 60 shapes. It’s worth paying for, in my opinion (another paid app that I kept throughout my freelance stint). Miro (Free – with limitations): Miro is an online whiteboard, that updates in real-time (think of it if a Google Doc turned into a whiteboard). See in action below: VIDEO I personally find whiteboards indispensable when gathering requirements and demonstrating how Salesforce works. There’s something about this tool that gets people excited about the possibilities their future org offers! Video Recording – Loom Free Loom is such a gift! You can record videos that show your face and screen (or screen-only) and share it with clients in a number of ways. The Chrome extension sits on your browser, ready to launch when you need it for recording training videos, or for clients record bugs for troubleshooting (the modern, more effective version of ‘send me a screenshot). Design & mock-up: Sketch, Canva Lightning Design System Plugin for Sketch (Paid – limited time trial): Sketch is a design platform for UI, mobile, web, and icon design. Create quick Salesforce UI mockups with the Lightning Design System Plugin for Sketch! The plugin surfaces SLDS components, icons, wireframes, and artboards as Sketch symbols. Sketch offers a fully-featured 30-day free trial. Check out what one consultant had to say in our guide on the blog. Canva (Free): Canva has enabled thousands of people to become graphic designers to an extent! By uploading components into Canva (such as the parts of an email template), you can create mock-ups to get client approval before you built, mitigating multiple revisions. The same goes for Lightning components on a Salesforce page layout. Canva also comes with hundreds of templates for various content and documents, such as presentations, logos, proposals, and more – so be sure to explore these too! Scoping & Proposal e-Signature – Docusign, Hello Sign Using e-Signature for getting client sign off on proposals, statements of work, or any change requests raised during the project duration. Docusign (Paid): Docusign needs little introduction. One of the original players in the market, you’re guaranteed an outstanding product with a good Salesforce integration. HelloSign (Paid): A lightweight and reliable e-signature option, HelloSign is ideal even for consultants who are starting out (with its friendly price point). For a small upgrade, you can connect it to your Salesforce org. Data Management Data Loader Free If you don’t have Data Loader installed, can you really call yourself a Salesforce consultant? This free application is used for insert, update, delete, and extract records to or from a Salesforce org. Data Loader works with all objects and its capabilities are superior to the built-in Data Import Wizard. Note: check your client’s data requirements. If these exceed 10,000 records/per month/org, invest in a paid license from dataloader.io and take advantage of its advanced features. Check out more recommendations featured on our “The 5 Best Data Loaders for Salesforce” list. You may find that these come with additional features your clients need, so keep an open mind. ColumnCopy Free With this Chrome extension, you can copy HTML table columns without the data order or formatting becoming disrupted. This is great for copying the content of Salesforce list views, or in Salesforce setup, tables like object fields list under the ‘Fields and Relationship’ page. Spanning Paid Spanning is an AppExchange vendor with a first-class data backup and restore tool. It’s good to have a tool like Spanning to hand for: Restoring data if a data load goes wrong,Sandbox seeding: to fill sandboxes with test data,Metadata compare: see changes between production and sandboxes highlighted.Read this overview to see how a backup and restore tool could save your skin in the heat of the moment! It is recommended that every org has a backup provider. Although Spanning is not cheap, it will be the client who will pay for licenses to apps like this. Deduplication: DemandTools, Clouddingo, Duplicate Check Deduplication is a necessary, but painful, part of every CRM consultant role (whether you’re tasked with the actual deduping, or not). There are two sides to the same coin: prevention and remedy. Better be equipped with the tools that can help you out in your duplicate data despair, and leave your clients armed for the future! DemandTools (Paid – per user): DemandTools is the all-encompassing option, referred to as the “Swiss Army knife” of Salesforce data management. These 10 modules enable you to manage imports, data standardization, lead conversion, Salesforce reports, backups, email verification, and record ownership – in bulk! (oh, I should mention they have been a leading data management tool-set for Salesforce for 20 years!) DemandTools (Validity) website | AppExchange listing Clouddingo (Paid – per org): A popular option. I remember how easy it was to get up and running, processing a dirty org, and identifying duplicates in minutes. Big plus for consultants: scheduled jobs can run in the background to deduplicate data to continue your data hygiene efforts, even after you have concluded the project. Pricing per org. Cloudingo website | AppExchange listing Duplicate Check (Paid – per org): When I first saw a demo of Duplicate Check, I was blown away. This is a fantastic option for consultants who want to introduce deduplication functionality into a Salesforce org for users to routinely manage duplicates themselves (DC Live). While incredibly powerful in how granular you can make the logic, it’s also bewilderingly simple to set up and use. Read our full review here. Customizing Salesforce ORGanizer for Salesforce Free Working with multiple orgs? Sick of your browser tabs being blanketed with the same blue cloud logo? This Chrome extension has helped many of us consultants organise the client orgs (and own internal orgs) we could be working with simultaneously. Not only does this tool store logins for your frequently used accounts username/password/login URL/landing page, but you can also use colours to differentiate your browser tabs. Every consultant knows a tab-heavy browser is unavoidable, but colour-coding should help when switching between projects. Field Data Relationships – DLRS, Lookup Helper & Roll-up Helper Declarative Lookup Rollup Summaries (DLRS) Free The Declarative Lookup Rollup Summaries (DLRS) managed package is a must-have for creating rollup summaries between lookup relationships. Andy Fawcett’s open-source tool is a gift, enabling you to define rollups using standard UI declaratively, no coding required! Why is this a big deal? You will encounter many use cases for creating rollup summary fields. You will all know that you can’t create rollup summaries between two objects with a lookup relationship (only those in a master-detail relationship). So, how can you fulfill a client’s requirement to not let them down? You could write an Apex Trigger. This isn’t a friendly option for declarative consultants, and involving a developer will each into your profits. Lookup Helper/Rollup Helper Free – with limitations Solving the same consultant pain points as DLRS, these too AppExchange products can step in to save the day. Rollup Helper: roll-up any Salesforce data (count, sum, max, min, average, percent, lookups, text, formula, and multi-currency roll-ups)Lookup Helper: automatically relate records via lookup relationships.The interface is a lot easier to use than DLRS, designed more with the layman in mind. This would be the better option to leave with your clients to manage internally. There is less risk of your rollups breaking if and when there are product updates. The free version is limited to 3 active roll-ups/look-ups, which may be sufficient for what you need to do. You can buy the whole ‘Helper Suite’ which may be a better option depending on the requirements for rollups and lookups. See also: ‘The Salesforce Automation Guide’ in: ‘Delivering Training’. Deployment Prodly Paid Not all deployments are equal. Some deployments are made more complex if data (and not metadata) is involved. The reason migrating data from one org to another (for example, from a sandbox to production) is a headache is because each record will have a unique 15/18 digit CRM ID, related to another record with a 15/18 digit CRM ID. These IDs will be different across orgs, so maintaining these data relationships is a huge undertaking. Prodly is one deployment tool that improves the data migration experience for consultants. Some examples where a deployment tool will aid are FinancialForce, GainSight, Conga Composer, Conga CLM, with Prodly especially popular for CPQ deployments. Org Monitoring & Analysis Salesforce Optimizer App Free Salesforce Optimizer is a built-in app that scans a Salesforce org and analyzes 40+ metadata features, such as fields, Apex triggers, page layouts, etc. It’s a great place to start to get a sense of the overall health of an org. The app serves up recommendations on a sidebar with estimated configuration effort and resources. Salesforce Inspector Free Another unmissable Chrome extension for consultants (and developers) that allows you to inspect data and metadata directly from the Salesforce UI. A handy popup reveals what data lies beneath the surface. In the words of the app developer themselves: “improve the productivity and joy of Salesforce configuration, development, and integration work.” Happy Soup is an open-source, dependency inspector developed by Pablo Gonzalez. Keep this app in your back pocket to do quick metadata dependency checks before making a change to a Salesforce org (especially when coming into an unfamiliar org without the full context). For example, before you change or delete a field, check which reports use the field in question. From the slimmed-down interface, select the metadata type, metadata item, and watch the dependencies list unfold. Choose whether to run an impact analysis or deployment boundary analysis. VIDEO Find the Happy Soup documentation here. Elements.cloud is a pricier option, however, it’s aim is to deliver full visibility on requirements-configuration-documentation lifecycle, as opposed to one isolated part (metadata dependency). This has a huge amount of value for large enterprises with multiple consulting/development teams. Delivering Training Don’t forget! Tools that were featured in the ‘Process Mapping & Visualization‘ section can also be used here – in fact, it’s best you do use the same documentation throughout the project lifecycle for continuity. Gamification – Quizizz Free You only need to visit Trailhead once to see the power of gamification in learning, and what may have previously been considered childish (quizzes, badges, bright colours) has taken the Salesforce ecosystem by storm. Consider breaking up your long training sessions with quizzes. Quizizz is the tool that we use for our Trailblazer Community group at the end of each meet-up. Kahoot! was another tool we used in the past, but it seems that after a recent rebrand they are now appealing to the elementary/primary school audience. The Salesforce Automation Guide The Salesforce Automation Guide is a free, self-service resource you should all bookmark. A Senior Technical Architect at Salesforce compiled everything you need to know about Salesforce into one place, including limits, and that all-important ‘future-proofness’. Use it to guide your own work, or for training newbie client-side Admins you are leaving the org keys to after you complete the project.

[tak4hir0]

Portable automation takes the sophisticated build, setup, and test automation used in continuous integration and makes it available everywhere in the application’s lifecycle, for admins, developers, testers, product managers, and support engineers. It’s what lets Salesforce.org develop dozens of managed packages and set up thousands of orgs every month without hitting roadblocks in shared environments or bogging down in infrastructure management. We’ll explore how to create portable automation with CumulusCI, a free, open source tool that builds on Salesforce DX to automate scratch org setup and configuration, seed data into sandboxes and scratch orgs, and deploy apps between environments. We’ll look at the “org problem”, the challenges holding teams back from using effectively applying CI and other development best practices, and how to use portable automation to solve them. And in a live demo, we’ll go from zero to fully-automated managed package in less than fifteen minutes. Whether you’re an end user, consultant, or ISV, you’ll leave with a roadmap for enabling your teams to move fast and innovate without breaking things, while you take your app (or your org) into the next generation of release and change management. Agenda: The trail to production and the org problemThe Salesforce.org solution: portable automation with CumulusCILive demoMetecho: Portable automation for adminsCompleting the picture with MetaCI and MetaDeployTakeaways The org problem All of these roles and systems need Salesforce orgs to work in. Building new orgs is hard. Traditional tools only do metadata setup.What about configuration? Data? Dependency management?What about multiple org shapes for different roles?CI automation is usually not “portable” (CI only). Managing persistent orgs’ state is hard. Challenging to fully synchronize with source controlWeak change managementUsers conflicting with one another What CumulusCI does Builds orgs based on repeatable recipes  Dependency managementPackage or application installationMetadata deployment to tailor orgConfiguration of settingsData seedingAny task achievable with the Salesforce API CumulusCI makes it easy to define fully-realized scratch orgs for each of your roles. Provides tools for each role to use in their orgs Run tests (Apex, Jest, Robot browser and API automation)Develop and deploy code and metadataLoad, modify, and capture data sets CumulusCI makes it easy for developers, admins, and testers to do their work and collaborate in version control. Flows and tasks CumulusCI comes with dozens of built-in tasks and predefined flows.Tasks and flows are configurable in simple text markup.New capabilities can be added in Python. Want to learn more ? Check below recording with demo. Recording. When ? Date     : Sat, Sept 05, 2020 10:00 AM EST (7:30 PM IST) Speaker :  David Reed Where : ApexHours YouTube Further learning If you are new in Salesforce. Please check our free Salesforce Admin and Salesforce Developer training. Please Subscribe to our YouTube channel to get notification for upcoming recording. Thanks Apex Hours 75 total views, 75 views today The post Automate the App Lifecycle with CumulusCI appeared first on Apex Hours.

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Demo Jam, a game show-style event where AppExchange partners demonstrate their technology in three minutes in front of a live audience that votes for their favorite demo, began at Salesforce in 2015 as a webinar series. In 2016, there were a handful of live sessions at Dreamforce. In 2017, we expanded to eight, and in 2018, there were even more.   Dreamforce 2019 was back with 11 Demo Jams and 51 partners. The winners of each Demo Jam across Dreamforce faced off in the Mega Demo Jam. One partner emerged victorious, winning their respective Demo Jam and then beating out all of the other winners in the Mega Demo Jam. See that winner below, along with the amazing partners that joined the fun, fought hard, and came out with some awe-inspiring demos. Winners throughout the week came back to compete for the big prize in the Mega Demo Jam. Not only did it include the biggest demo battle of the year, but it also featured special guests and tons of wild and crazy antics.   Hosts: Jeff Grosse, Joshua Hoskins, and Amanda Nelson Demos from the winners at Dreamforce 2019: Mogli SMS - MEGA and Salesforce.org WINNER Dun & Bradstreet - Beyond Apps winner Xactly Incent - Sales winner Jitterbit - Developer winner FormAssembly - Customer Service winner OwnBackup - Admin winner Copado - Finance winner CloudSense - Commerce winner Mogli rapping at the Mega Demo Jam Here's more of the Demo Jams at Dreamforce 2019, including the competing partners, livestream replays, and the amazingly entertaining hosts. Salesforce.org had two exciting Demo Jams focused on Salesforce Foundation partners. These partners help nonprofits and higher education organizations, and demonstrated how they do it in three minutes or less.   Hosts: Aleksandra Milcic Radovanovic, Mark Adcock, and Shirin Birjandi Demos from: DonorSearch - WINNER Classy Fonteva RallyBound KnowWho, Inc. Exponent Partners  DonorSearch wins the first Salesforce.org Demo Jam of Dreamforce 2019 Hosts: Joanna Iturbe, Tal Frankfurt, and Shirin Birjandi Demos from:   Mogli SMS - WINNER Enrollment RX TargetX iWave Gravyty   Winning Flow solution Consent Capture being demoed at the Salesforce Labs Demo Jam There’s more to AppExchange than apps. This Demo Jam covered components, bolts, Lightning data, flows, and more. Customers learned how to build and extend Salesforce in ways you never thought possible.   Hosts: Nik Panter, Ines Garcia, and Holly Rushton Demos from: Dun & Bradstreet (Lightning Data) - WINNER 7Summits (Bolt) Coveo (Component) Vidyard (Component) Appirio (Bolt) Dun & Bradstreet wins the Beyond Apps Demo Jam with their Lightning Data solution Out of the thousands of apps on AppExchange, the majority of solutions are sales-related. While it was tough to pick just five, we showed how to extend Sales Cloud and your Salesforce experience for your sales army in this Demo Jam.   Hosts: Adam Olshansky, Stephanie Foerst, and Miriam Kahn Demos from: Xactly Incent - WINNER DocuSign NC Squared NICE InContact Icertis Xactly Incent wins the Sales Demo Jam Development just got easier with AppExchange solutions for developers. From data backup to data uploads, to gauging the health of your Salesforce org and more, we covered it all with this developer-focused Demo Jam.   Hosts: Kerry McClauss, David Giller Demos from:   Jitterbit - WINNER Prodly Moover Elements.Cloud Odaseva Jitterbit wins the Developer Demo Jam Service Cloud and Field Service Lighting are important tools in the customer service agents’ toolbox, but so are AppExchange solutions. These service-related apps demonstrated how to save time, boost productivity, and run your entire customer service experience in Salesforce.   Hosts: Leyna Hoffer, Sandi Nuss Zellner, and Miriam Kahn Demos from: FormAssembly - WINNER Accounting Seed Aircall Fujitsu GLOVIA OM Natterbox Accounting Seed about to go on stage in the Customer Service Demo Jam Fight inefficiency and boost productivity by automating, streamlining, and accelerating every department. Here are five apps that do just that, in this exciting battle of the admin app demos.   Hosts: Jarrod Kingston, Monica Sandberg, and Holly Rushton Demos from:   OwnBackup - WINNER Formstack TaskRay Conga Conga demoing at the Admin Demo Jam If you were seeking ways to do more with Salesforce in the world of financial services or revenue operations, look no further than this Demo Jam. We showed five partners' finance-related solutions in three quick minutes.   Hosts: Gordon Lee, Barbara Christensen, and Hana Mandapat Demos from: Copado - WINNER PayPal Rootstock FinancialForce NewVoiceMedia Copado wins the Finance Demo Jam Did you know Commerce Cloud solutions are now on AppExchange? Now you can do more with Commerce Cloud than ever before, so we got excited about the next e-commerce move with this Demo Jam.   Hosts: Rebe De La Paz and Roy Gilad Demos from: CloudSense - WINNER Adyen BloomReach SessionM Zenkraft The big crowd at the Mega Demo Jam   Salesforce Labs are free apps built by Salesforce employees. They are unmanaged, open source packages that are ready for customization.   Friday, 11/22 at 10:30 a.m., AppExchange Theater, Moscone West, first floor Hosts: Charly Prinsloo and Sharon Klardie Demos from: Consent Capture (Flow) - WINNER Digital Store (Flow) In-App Guidance Eventforce Dunning & Collections Brunch Dreamin A bonus Demo Jam, Brunch Dreamin, featured the fearless leaders of the Community Conferences held around the globe. These hard working, event-planners-as- a-second-job, had three minutes to demo how they run their conferences. The winner was Down Under Dreaming Sydney. For even more Demo Jam fun, watch past Demo Jams and see the participants' apps right here on AppExchange at appdemojam.com.