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Sunday, September 27, 2015

Dreamforce '15 Experience Through My Lens


Dreamforce 15 has been over, a week with thousands of sessions, hands-on training, keynote, networking, cloud expo, and parties went fast. But what dreamforce mean for me? It's a great experience, great atmosphere, great energy, it's like you are a fan of a rock band, and you fly over 20 hours to watch their show, when it finish, you feel re-charge full of energy and you know you will back next year.

The experience and atmosphere is always great, once you landed in San Francisco International airport. Not only of the nice weather in the bay area, start from the immigration officer who asked if you are coming for Dreamforce? Your Uber taxi driver asked the same question. The city of San Francisco decorate with Salesforce blue color, from advertisement board, rickshaw, and people walking around city with blue lanyard and common backpack.

Instead of typing Dreamforce experience in words, people say that pictures say thousands of words. So, let's begin:




It is HUGE
  • 170,000 attendees
  • 78 countries
  • 1,600 sessions
  • 400 partners expo
  • Over 1,000,000 books donated




Networking

with awesome @crmsalesgem


thanks @hollygoldin for MVP program at #DF15

with the wizard @kwongerific

the Trailhead Developer Advocate @jeffdonthemic


Keynotes

Stevie Wonder open the keynote

the future of customer success keynote by @benioff

Sales Cloud keynote

Sales Cloud lucky winner

Admin keynote

Heart & Soul of Salesforce @ admin keynote


Firechat

UBER CEO - very inspirational gentleman


Satya Nadella - partnership with Microsoft


Products / Features

IoT cloud

SalesforceIQ

Lightning Experience UI


Admin Zone

Dept. of #AwesomeAdmin

#AwesomeAdmin

Staffing Admin Booth


Trailhead & Hack HQ

Learn Salesforce with Trailhead

Complete the Hack for Swag


Cloud Expo


@SamAchuff in action


Dreamfest

Gary Clark Jr, The Killers, Foo Fighters





Dreampark


Enjoying keynote from Dreampark




Dreamstore

My book for 20% off



Dreamboat




Salesforce MVP


Reserved Seat for Keynotes

Dreamboat party


Thank You !






Reference:


Friday, September 25, 2015

Salesforce: Opportunity Stage Aging

Background: sales operation would like to analyze how long a stage stay in an Opportunity.

Solution: use Opportunity History report.

Read this blog to refresh what is Opportunity History report. Let us take a sample of Opportunity History, although this is not a great sample because Stage has change to close, back to open again, and finally close again.


Above screenshot taken from Opportunity related list Stage History, let us analyze changes happened in that Opportunity:
  1. Opportunity created with stage = Prospecting 
  2. Amount change to $600.00
  3. Stage change to Closed Won and Amount to $610.00
  4. Amount change to $48,000.00
  5. Stage change from Closed Won to Qualification
  6. Stage change from Qualification to Needs Analysis
  7. Close Date changed
  8. Stage change to Close Won and Close Date also changed
  9. Close Date changed again
Now, how it looks in the Opportunity History report:


It show exact the same value from related list to report, except there are more information in the report:
  1. From Stage
  2. To Stage
  3. Stage Change
  4. Stage Duration

We can use those fields as filter as required. If we look back to initial requirements, we can use Opportunity History with filters below:


This report will only show row with stage change and not upon opportunity creation. Using Stage Duration, it will auto calculate how many days that opportunity stay at that Stage.




Tuesday, September 8, 2015

Salesforce: Custom Setting Deployment

Almost 2 years ago, we discussed about Custom Setting introduction in this blog. Today, we are going to discuss on how to deploy Custom Setting from an organization or other organization.

As admin, you can use Change Set to deploy Custom Setting, all Custom Fields within particular Custom Setting will be deployed into new org. However, all data in the Custom Setting will be not copied in the target org.


When you have only 2 or 3 data in custom setting, manually re-create the data in target org is not an issue, but when you have 20 or 50 or even more, manually re-create the data is not efficient and prone to error.

Fortunately, Salesforce allow us to query the Custom Setting, export and insert them just as you do with a Standard or Custom Object. Once the Change Set deployed, the Custom Settings and the Custom Fields are created in the target org, then use Data Loader to export the data from source org and insert into target org.

In this example, I have a Custom Setting called Country (the API name will be similar with custom object with suffix __c).


With developer workbench, we can see Custom Setting similar with object with customSetting attribute = true.


Compare to custom object below, where customSetting attribute = false.



Query Custom Setting: SELECT Id,Name,Country_Name__c,Country_Code__c FROM Country__c


The same values show in Custom Setting List View:




ReferenceSalesforce Custom Setting