Jon Cline

Salesforce Trails and Trials

Technology EN ↓ 56 episodes

We share wisdom, insights, and lessons from the entire arc of a Salesforce career path. From evaluating a Salesforce career, looking for jobs, preparing for interviews, gaining experience to getting hired, promoted, and increasing your value through leaving a legacy and succession. This show will help individual Salesforce professionals as well as Salesforce partners like ISVs and Marketing/Consulting Partners.

Author

Jon Cline

Episodes

#5 - UI design tools, 2nd-gen Packaging, changing field data types, mountain biking, and Pickleball 17.05.2021 39:40

This podcast episode features two Salesforce architects discussing their recent experiences and insights. They highlight the benefits of using UI design tools to improve communication and development processes. They also delve into the capabilities of second-generation packaging, emphasizing its usefulness for partners, admins, and even users beyond app exchange development. The architects then of...

#3 - Impact of deactivating Salesforce users, enterprise Apex patterns, the inspiration found in nature, and new bikes 13.04.2021 41:01

This episode of Salesforce Trails and Trials explores the unintended consequences of deactivating a Salesforce user and emphasizes the importance of using the mass reassignment tool before deactivating users to avoid making opportunity records read-only and disrupting integrations. The hosts also delve into enterprise Apex patterns and highlight the benefits of using custom settings to create a pr...

#2 - Salesforce Tips & Tricks: Einstein Bots, Scratch Orgs, and the Power of the Go-Giver 06.04.2021 41:14

This Salesforce Trails and Trials episode features two architects sharing practical tips and inspiring insights. They discuss leveraging Einstein bots for efficient automation, such as collecting employee vaccination proof via text and OCR. They highlight using scratch orgs for compelling client demos with various Salesforce clouds. They caution against carelessly changing field names, emphasizing...

#1 - Power of Picklist changes, The Right to Repair, Vaccine CRM, MLK's Legacy, and the Power of Speaking Up 23.03.2021 28:41

This episode of Salesforce Trails and Trials explores the unforeseen consequences of simple Salesforce actions, like changing picklist values, emphasizing the need for governance and change management. The hosts then delve into their individual areas of excitement: one exploring the "Right to Repair" movement's potential societal impact and the other highlighting Salesforce's role in vaccine distr...

#11 - Importance of Embracing Lightning, the Power of Flow, and the Excitement of Slack Integration 14.12.2020 57:10

This Salesforce Trails and Trials podcast episode features Salesforce architects discussing recent innovations and experiences. One architect highlights the power of flow for automating complex business processes, as demonstrated in two field service projects. The discussion emphasizes the importance of migrating to Salesforce Lightning for enhanced user experience and access to new features. The...

#4 - Paying it forward at Jack in the Box, making pizza, and the impact of required fields. 03.05.2020 34:54

This episode of Salesforce Trails and Trials features Salesforce architects discussing travel stories, culinary adventures, and Salesforce tips. Erik recounts his trip to Joshua Tree National Park, inspired by the website Atlas Obscura. He also shares his newfound pizza-making skills, learned during a virtual team event. The episode then delves into a practical discussion on the impact of making f...