Episodit

  • Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: [email protected] Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast We know it's been a while. Things have been a bit rough pandemic-wise in the studio. Here's an interview we actually recorded mid-2021 with Jon Varese. Jon is the Senior Director, Documentation, Salesforce.org at Salesforce. He used to be Mark's old boss. We talk about the importance of documentation and more importantly the importance of Compassionate Documentation. It was a fun interview. I hope you enjoy listening as much as we had recording it. Until next time!

    Show Overview
    0:00 Last time of the Wizardcast - a smashing success
    1:40 Intro
    3:50 Joke
    4:24 Interview with Jon Varese on Compassionate Documentation Senior Director, Documentation, Salesforce.org
    48:47 Outro
    50:28 Post Outro

    Links in the Show

    Jon Varese's Book The Spirit Photographer Salesforce Compassionate Documentation Guide

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    It's the lazy days of summer, and because of that our Salesforce Summer 21 release notes overview is out AFTER the release. Okay, it wasn't really laziness just lots of schedule conflicts. In this episode, Mark and Brian go thru the Salesforce Summer '21 release notes and highlight some features.

    Show Overview
    0:00 Is it a bit hot in here?
    1:30 Introduction
    2:25 Coconut Joke
    2:38 Summer '21 release overview
    53:07 Outro Emily Hirsch
    55:15 Post Outro
    Links in This Show

    Salesforce Summer 21 Release notes

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  • Puuttuva jakso?

    Paina tästä ja päivitä feedi.

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    We're talking about the history of debugging flows. What we used to have to do and how we got to have the tools we now have - including new debugging updates in Summer '21 release. Tim Peng - Directory of Product Management at Salesforce shares the journey of Debugging Flow.

    Show Overview
    0:00 Debugging the computer
    1:30 Introduction
    2:46 A mite-y joke?
    3:29 Debugging Flow with Timothy Peng aka Tpeng!
    53:30 Outro
    55:49 Post Outro
    Links in This Show

    Architect Record-Triggered Automation href="https://architect.salesforce.com/" target="_blank"> Saesflroce Architect resource

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    It's been a while since the last episode. Thanks for your patience during this pandemic scheduling craziness. We're here to share what's coming in the Spring '21 release. So stay awhile and listen!

    Show Overview
    0:00 Getting back to things
    0:36 Introduction
    1:36 A joke?
    2:04 Another joke?
    2:27 and another joke?
    2:39 more jokes!
    4:10 Actual Release notes
    58:00 Outro
    1:00:11 Post Outro
    Links in This Show

    Release Notes

    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

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    True to the core (TTTC) sessions are now virtual and Monthly via Trailhead Live! Scott Allan, Senior Manager Product Strategy of Customer & Market Insights at Salesforce, joins us to talk about why this is a big deal and how you can participate.

    Plus, we have Sales Cloud Product Manager Aria Niazi who shares what TTTC impacts him and why Opportunity Product Lookups are no longer coming out in Winter 21. Aria is also the PM responsible for confetti.

    Show Overview
    0:00 Getting to the core of things
    1:32 Introduction
    2:32 Super Batman
    2:50 True to the Core sessions & Sales Cloud with Scott Allan, Senior Manager Product Strategy of Customer & Market Insights & Aria Niazi, Director of Product Management Sales Cloud
    8:38 How to participate in True to the Core Sessions
    11:45 A Product Manager's perspective of True to the Core
    13:50 Lookups to Opportunity Products delayed - WHY Aria WHY!
    27:38 Confetti... WHY
    41:29 Idea Prioritization September 14 - September 28
    43:19 Why did some ideas get worked on even if they didn't win prioritization?
    46:30 Why are we doing mix-cloud prioritization lists?
    57:53 Outro
    1:00:20 Post Outro
    Links in This Show

    Idea: Audio responses for True to the core on Trailhead Live! Opportunity Product Lookup Idea & PM Response Trailhead Live True to the Core live - Platform True to the Core on Trailhead Community Introduction Salesforce Celebration by Aria Niazi Prioritize Ideas for future development! Trailhead Basics What's on the other side of the Earth


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    We couldn't hold Midwest Dreamin' this year due to the pandemic. So we decided to bring you an opening keynote session closing keynote podcast streamed for your safety and convenience.


    Peter Coffee with a special introduction by Eric Dreshfield joins the WizardCast with a discussion on technology, trends, and impacts of the pandemic. Peter is the VP of Strategic Research at Salesforce and has often spoken at Midwest Dreamin'.


    We talked about how some of the responses to the pandemic is an actual accelerant of trends we were already seeing before the outbreak.

    Show Overview
    0:00 Message in a bottle
    1:07 Introduction
    2:07 Pooling Jokes
    2:42 Midwest Streamin' Intro by Eric Dreshfield
    3:33 Peter Coffee "Keynote"
    5:33 Eric Dreshfield Midwest Dreamin' story
    9:10 How have things gotten different
    10:30 The pandemic is an acceleration of trends that were already underway
    15:02 Built a ventilator management tool app in 4 days
    20:20 What's wrong with the term "digital transformation"
    23:17 Digital Transformation in Education
    35:50 Scenario Planning
    36:55 Efficiencies of Cities
    42:50 Is Midwest Dreamin' still Midwest & virtual conference
    56:30 Browser Brave & Privacy
    1:0840 Outro
    1:10:30 Post Outro
    Books Mentioned

    Future Shock Ted Nelson Computer Lib Dreammachines

    Links in This Show

    Overnight digital transformation: Welcome to the year 2025, 60 months early ZdNet Joe Mckendrick Starlink Satellites Internet Scenario Planning with Peter Schwartz Brave Browser


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    What is User Experience and why is it important to us as Admin and Devs?

    Show Overview
    0:00 I give up!
    1:31 Introduction
    2:31 Joke
    3:36 David Tsai User Experience Lead for IdeaExchange at Salesforce
    4:42 What is User Experience
    5:35 Difference between End User and Customer
    9:40 A storied difference to solving problems. Story-driven problem statements
    15:00 Salesforce Relationship design
    23:50 The User Experience journey for Prioritization on the IdeaExchange 39:43 Continuous improvement
    49:25 Outro
    51:20 Post Outro

    Book recommendations

    Competing Against Luck

    Links in This Show

    Relationships by Design - Salesforce Better Build with Ux Trailhead App Design and Prototyping Trailhead


    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

    Contact Us via Website https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email [email protected]


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    First, the IdeaExchange Prioritization can get 4000 participants, there will be a donation of $10,000 to habitat for humanity. So get out there, prioritize and then share! We have 2 weeks to accomplish this.

    Second, I'm really happy to have Scott Allan back to talk about the IdeaExchange. Scott brought Anusha Surepeddi, the Director of Product Management at Salesforce, with him to talk about prioritization from the perspective of a product manager. Anusha focuses on Analytics in Salesforce and has a number of ideas gone through and win prioritization.

    Show Overview
    0:00 Eureka!
    1:12 Introduction
    2:12 Joke
    3:28 IdeaExchange Prioritization with Scott Allan and Anusha Surepeddi
    6:45 What is Prioritization of the IdeaExchange
    12:00 Aligning across the teams
    13:00 What's considered when to NOT pick up an idea
    19:30 What happens after an Idea wins?
    23:45 What happens if an idea doesn't win prioritization?
    29:45 What makes a good idea?
    35:00 What's a Use Case?
    39:30 Brian's not so subtle attempt to promote his analytical idea
    44:50 Priotizited to support Habitat to Humanity!
    48:50 Outro - So sorry Adam Seligman
    53:30 Post Outro


    Links in This Show

    IdeaExchange Reimagined IdeaExchange Prioritization Anusha Surepeddi via Twitter Scott Allan via Twitter IdeaExchange Basics on Trailhead Idea written as Use Case for Financial Reporting


    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

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    You're not imagining it! A need episode of the WizardCast is here! It's been a very rocky 2020 so far and we're far behind schedule. Thank you for all our listeners for sticking with us.

    We have a special episode including an interview with Kristen Engelhardt - VP, Trailblazer Marketing & Communities at Salesforce. She was the keynote speaker at Midwest Dreamin 2019 and shared a series of stories focused around the question "what would we do if we were not afraid"

    Show Overview
    0:00 Measuring for success
    1:54 Introduction
    2:54 Joke
    4:00 Thank you
    5:13 MORE JOKES!
    6:30 Kristen Engelhardt what would we all do if we weren't afraid 9:15 What is CMI
    18:00 Energized by discomfort
    19:50 Mark's discomfort story
    20:35 Brian's discomfort story
    24:00 How you decide to do something different
    32:00 V2MOM - Vision, Values, Methods, Obstacles, and Metrics
    34:30 Be Human in a moment of work
    40:00 Share your story with Kristen via twitter @KTobyEngelhardt
    42:30 Outro Thanks intern You - our listener - thank you for listening
    43:20 let us know if you want us to do a LIVESTREAM episode via @WizardCast 45:03 Post Outro Links in This Show

    Kristen Engelhardt @KTobyEngelhardt


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    Salesforce Spring 20 release is here and is it full of goodness.

    We take a quick overview of some of the features we're excited, think are noteworthy, or simply just confuse us. Check out our overview of what's growing in your Salesforce org this Spring

    Show Overview
    0:00 The Blue Box
    1:24 Introduction
    2:23 Knock Knock Joke
    3:00 Spring 20
    3:45 Retiring Features Customizable Forecasting and Territory Management
    4:30 Custom settings and Custom Metadata visibility & other Critical Updates
    9:20 In-App Guidance Generally Available
    11:00 Same Site Cookie
    12:25 Opportunity Scores
    14:45 Clone Opportunity with related records 16:25 Edit Account Opportunity team related list
    16:50Enhanced related list
    18:00 Territories on Account Reports and Advance currency management in lex
    20:00 Email Threading in Activity Timeline
    20:40 Task Queues!
    23:10 Hover Case popup
    24:00 URL hacks are back in Lightning... kind of
    27:50 Einstein Article Recommendation GA
    29:45 Report Preview toggled OFF by default
    30:27 Filed to Field Filters
    30:56 Report Subscriptions as attachment
    31:25 Count Unique Values
    32:15 New Mobile App & Configuration
    33:00 Before Save Flows
    34:00 System-Mode Flow
    37:20 Outro Thanks intern Susan Thayer
    38:55 Back to the Episode!

    Links in This Show

    Flow with Product Manager Jason Teller and Shannon Hale


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    It's no secret that Mark and Brian love Salesforce Flow. This episode we are joined by two great Senior Directors of Product Management of Flow at Salesforce! Shannon Hale and Jason Teller share some of the upcoming features in Spring '20 release and where they see the Flow going in the future.

    Show Overview
    0:00 The SF-Files
    1:43 Introduction
    3:20 The SF-Files Continued
    3:45 Rhetorical Joke
    5:48 Senior Director Product Management - Flow at Salesforce, Jason Teller and Shannon Hale
    7:40 A Jason Teller Theme song query
    12:50 Favorite upcoming Flow feature
    16:15 The flow puns. OH MY the Flow Puns
    17:15 Importance of before save
    21:00 70% are field updates on triggering record
    21:18 Chris Peterson's precious APEX has been booted down the priority list
    24:16 Process Builder in lightning flow?
    30:00 Does anyone have the old Desktop Flow Builder (Swing Builder)?
    32:43 Flow Team stole camera time from release readiness live. This time they get their own section!
    38:50 Flow Templates
    44:16 Mark wants Flow to be snappy
    46:44 What else is Flow-oming (upcoming in Flow)
    50:05 1 thing Jason & Shannon would like everyone to know
    1:01:20 Outro
    1:03:13 Post Outro

    Links in This Show

    Salesforce Automation - Trailhead Community Group Unofficialsf.com Shannon Hale Code Live! And other live episodes Flow Release Readiness Live 11:45 am - 1:00 pm pst Release Readiness Trailblazer Trailhead Community Group Shannon Hale Theme Song

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    Welcome to the first episode of Season 5 of the WizardCast posted in the year of the hindsight (2020)! New Years is a time for resolutions, and what better way than to resolve to improve our knowledge and skills. 100 days of Trailhead aims to help admins and devs to do just this. Originally, 100 days of Code, the event has morphed to include both Salesforce Admins and Salesforce Devs. Jessica Murphy joins us to share just how 100 days of code came to be and why it's important.

    Show Overview

    0:00 Unresolved Quandaries
    1:43 Introduction
    2:43 a Joke only a father can love (by my 4 yr old son Lucian Kwong)
    3:52 in Hindsight, Brian didn't choose a good resolution
    6:11 Origins of 100 days of Code with Jessica Murphy
    11:30 pink color astros
    14:00 Don't be a brand be a builder
    14:40 why 100 days
    18:00 Brian has a good idea (copyright brian kwong 2019)
    20:40 Get fit while getting smart (copyright brian kwong 2019)
    28:48 Circle of life
    30:55 How Jessica Murphy learned how to run
    35:36 Outro, Planned for 2020 on the WizardCast, and intern Dave Blank
    38:28 Post Outro

    Links in This Show

    100 days of trailhead

    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

    Contact Us via Website https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email [email protected]

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    Unresolved Quandires music https://freesound.org/people/RokZRooM/sounds/446745/

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    Dr. Natalie Petouhoff shares her thoughts on Customer Service. She has a PHD of Engineering from the University of California, Los Angeles. She's a connoisseur of customer service and is passionate about making the world a better place.

    Show Overview

    0:00 A very Marky-doo mystery (Thanks Jen Bowen and Ben Bolopue)
    1:34 Intro
    2:34 Hopping Joke. Thanks Christina Nava @ChristinaCNava
    3:15 Customer Service with Dr. Natalie Petouhoff
    7:00 Personal Branding and Customer Service - keeping your promise 9:10 "At the end of the day we're all people" - Dr. Natalie Petouhoff
    10:00 A corrosive story example
    16:00 How does this apply to Salesforce Admins?
    22:00 Write your own mission statement
    29:30 Letters to phones, to computers customer service - History
    37:45 How many fortune 500 companies have disappeared from social word of mouth?
    40:00 Why are businesses so resistant to good customer service?
    43:25 Are you on the bad customer list?
    45:00 What do you want the word of mouth about you to say?
    47:25 Thanks Gavin McElwee!
    50:11 How to find Dr. Natalie PetouhoffDr Natalie Petouhoff 50:30 What's your mission statement? What are you doing on a daily basis? 52:30 Share your mission statement & thoughts on twitter with #CustomerServiceRevolution
    53:58 Outro
    56:04 Post Outro

    Links in This Show

    Dr Natalie News

    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

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    Amazon Alexa Skill

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    Review Us

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    We're live at the Awesome Admin keynote at Dreamforce 2019! I'm joined by replacement Mark - John Graf, co-host of Cloudforce Collective podcast.

    We're asking only the most hard-hitting important questions today. Thank everyone who put up with us including Francis Pindar, Squire Kershner, Alexander Lovell, Marc Baizman, Michael Kolodner, Steve Molis, Corey Snow, Jen Bowen, Charlie Isaacs, Gillian Bruce, Andy Schmiechen, Justice Sikakane, Ben Bolopue, and Leah McGowen-Hare

    What's your favorite confetti color?

    Show Overview

    0:00 Brian Find the Culprit!?
    0:49 Introduction
    2:03 A Fishy joke from Squire Kershner
    2:29 Tom - a better joke?
    2:50 John Graf & Brian before the Admin Keynote
    3:40 What is your favorite confetti color?
    6:50 Einstein Search - No License count restriction! http://sfdc.co/EinsteinSearch
    9:05 Zombie Fluxx by Looney Labs https://amzn.to/35wWKlR
    10:33 Another off-color joke
    14:30 Commercial
    14:47 Post keynote break down
    17:24 Short word from the editor
    17:54 Charlie Isaacs the Unicorn raising money for Merivis Vet
    19:10 Gillian Bruce sighting!
    25:14 Leah McGowen-Hare
    29:38 Outro
    32:00 Post Outro


    Links in This Show

    Salesforce Awesome Admin Kenote Cloudforce Collective - Podcast by John Graf Francis Pindar WizardCast 38 Einstein Search with Alexander Lovell WizardCast 98 Campfire Stories with Justice Sikakane WizardCast 95 Support Merivis to help Vets! Start using Einstein Search! Zombie Fluxx by Looney Labs

    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

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    Brian traveled to Dreamforce to find just who really booked Parker Harris. Since he was here, he decided he might as well do a podcast and find out just what people are hoping, expecting, and dreading to hear in this year's main keynote. Then new co-host Ben Polopue joins Brian to share our thoughts on all that happened during the keynote this year.

    Show Overview

    0:00 Who booked 'em! Dreamforce Edition
    1:45 Live pre-keynote interviews
    23:11 Pardot vs Marketing Cloud throw down preview Chris Zullo vs Andrea Tarrell
    24:01 The culprit has been found!
    24:42 A ham joke
    24:53 Post-keynote breakdown with Ben Bolopue
    44:27 Outro
    44:46 Nominate MVP
    45:23 Happy birthday Libsyn
    46:55 Post Outro


    Links in This Show

    App Street Team "Beyond CRM Basics" by Deepa Patel UN Women Merivis helping veterans Cloudfocus Weekly Podcast Who is a MVP Nominate MVP

    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

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    Share this episode on Twitter

    Peter Coffee, VP of Strategic Research at Salesforce, is a frequent guest on the WizardCast. Peter was nice enough to sit down with Brian during MidWest Dreamin' 2019 in Chicago to talk about a variety of topics.

    Plus, we have a mystery on our hands that we must solve. A goal of 20 million trees by 2020 and Brian being part of the AppExchange Street team at Dreamforce 2019 (coming up November 19!)

    Show Overview
    0:00 Who booked 'em!
    1:55 Intro
    2:56 a sharp joke
    3:49 TeamTrees.org 20 million trees by 2020
    5:15 Dreamforce plans. Brian is part of the App Street Team
    8:14 Peter Coffee LIVE at Midwest Dreamin' 2019
    14:15 Secret of the Salesforce core technology
    14:54 Why Mulesoft is important
    20:10 Why should an Admin from a Small/Medium company care?
    23:00 Why Salesforce buying a company is different
    27:05 Salesforce Admins and Devs being stewards of change
    35:46 What would Peter Coffee recommend we read?

    Leading Digital (Kindle) Leading Digital (paper) Whiplash (paper) Whiplash (kindle)

    39:30 Closing Interview
    40:01 Outro
    41:53 Post Outro
    Links in This Show

    App Street Team AppExchange Street Team Blog post Leading Digital (Kindle) Leading Digital (paper) Whiplash (paper) Whiplash (kindle)

    FEEDBACK You can ask your questions, make comments, bad jokes, and your requests!

    Contact Us via Website https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Leave a Voicemail 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email [email protected]

    HELP US SPREAD THE WORD! We'd love it if you could please share #WizardCast with your twitter followers. Click here to post a tweet! NEW!Amazon Alexa Skill - NEW! REVIEW US ON APPLE PODCASTS! Review Us Support the show!

    WizardCast Merchandise Store Shop On Amazon Libsyn podcast hosting: Get a free month with promo code: podmagic Other Ways To Support

    Participate In The Show!

    Share an IdeaExchange idea for our Ideas Highlight episodes! http://bit.ly/ideahighlight Share a question for Parker Harris http://bit.ly/parkerquestions

    Ways to subscribe to The WizardCast

    Click to Subscribe via iTunes/Apple Podcasts Click to Subscribe via Google Podcast App Click to Subscribe via Stitcher Subscribe via RSS

    Audio and Music provided by: Cherry (Instrumental Version) (Josh Woodward) / CC BY 4.0 Sounds from: http://www.freesfx.co.uk episode!

  • This is an important public service announcement regarding the upcoming episode 100.

    Apologies to Bye Bye Birdie and the artist that composed and wrote this song and musical.

    Share this Bonus: Click here to post a tweet!

    Lyrics

    [Brian] Me, interviewing Parker Harris?

    [Mark] Parker Harris

    [Brian] Us, Brian and Mark recording with

    [Mark] Parker Harris

    [Both]

    Parker, Parker Harris

    [Both]

    Parker Harris, Parker Harris

    We're gonna talk to Parker Harris

    How could any podcast be

    Half as fortunate as we?

    We'll try not to flounder

    With our fave co-founder

    It's Parker Harris!

    [Both]

    Parker Harris, Parker Harris

    We're gonna talk to Parker Harris

    [Brian] I've got a wonderful wife

    [Mark] Me too

    [Brian] Three swell kids

    [Mark] I've only got one

    [Brian] A good job

    [Mark] Mine's better

    [Brian] and now this! Ha ha!

    [Both]

    Someday we'll recall

    The greatest day of all

    [Brian]

    Parker, we love you!

    [Both]

    It's Parker Harris!

    Parody song based on Hymn for a Sunday Evening (Ed Sullivan) (Paul Lynde, Marijane Maricle, Susan Watson, Johnny Borden) copyright by Lee Adams and Charles Strouse 1960

    Parody sung by Brian Kwong and Mark Ross.