Something That I Use A lot

Currently I seem to be updating lots of records in Salesforce. Many times, I must do it manually and I have check the data before and after. I usually can get the SF record ID and use that to look at the record. I created this Excel formula to help me; it’s nothing special and I am sure it has been around for ages:

=Hyperlink(Concatenate(“https://orgname.com/”, record id))

The record ID is stored in a column next to the link (or anywhere  in Excel) so for example:

=Hyperlink(Concatenate(“https://orgname.com/”, A2))

It’s not a big deal but it has made my life easier; it’s also something to blog about…lol

22nd Rule of Acquisition: A Wise Man Can Hear Profit in the Wind

The 22nd Rule of Acquisition drives people to innovate and take risks. Transitioning to a career as a Salesforce Administrator continues to be a profitable endeavor both financially and professionally. However, it would be a shame to completely abandon my experience in Engineering, specifically, my process development and materials characterization work. Over the years, I have gained a solid understanding of sensors and how they work.

In the past, the data from the sensors stayed local to the user, but now the trend is to put it in the cloud. This has led to the Internet of Things (IoT) and a number of platforms dedicated to this area. Salesforce has an IoT platform and my background in sensors may be useful again. Since I started using Salesforce, I have been checking in on their progress in this area from time to time. It turns out that there are now several Trailhead modules in this area and a hardware development kit.

I purchased a kit this week and will start working the modules to learn the basics. From my work as an Admin, I know now that a few badges are not enough to claim any expertise, so I will be working on some sort of larger demonstration to both learn and showcase my skills. Here’s the dev kit; I just need to find some batteries to get started.

I expect it to take some time and money to get to a point where I could get a job doing this; but I think it will be worth it in the end. I am reminded of the 62^nd Rule of Acquisition: The riskier the road, the greater the profit.

The Eye of the Tiger

Successful companies are often guided by a board of directors/advisors. As a consultant, it’s hard to justify a board in the traditional sense. However, it’s still important to have objective opinions on the direction of your business. The key it to be open, honest, and above all not hide things or try to manipulate the outcome when working with the board. If you do, the board can’t function properly and you’ll derive little benefit or success.

I have several friends who are small business owners and we meet regularly to review each other’s businesses and offer advice. We create presentations and meet at a local coffee shop to advise each other. We try to do this once a quarter, though there is no set schedule. At the last review, I presented two options to my board. The first option was to keep working several consultant contracts and try to find more and the second option was to accept a six-month contract position.

If I took the contract position, the board felt I would lose the ‘eye of the tiger’. Basically, all my marketing activities, blog entries, certification prep, etc., would taper off. I would become complacent and enjoy my life. It appears that they were correct. While I am learning a lot, I have not focused on the other activities. While some of the activities are not critical, the blog and certification prep are things that will always be of benefit.

I have started to get back into things and will begin sharing the what I am learning as a junior administrator for a 600+ Enterprise Edition Org. I understand now why people ask how many users during the interview process. Being certified, having a bunch of trailhead badges, and working with small orgs did not prepare me for the challenges of a large organization.

Witer '17 Release Exam

I passed the Winter '17 release exam. There's a lot of material out there and a lot of updates. I found this link and the actual release notes to be the most helpful for preparation. I download the .pdf and used the search tool to check my answers (it's open book). Salesforce.study has a lot of material and they are always worth a look (that's how I found the links).

Now it's back to studying for the Certified Platform App Builder exam and my 2016 taxes (business and personal)...

New Year - New Certification

I have started studying for the Platform App Builder Certification exam. I chose this exam for two reasons:

1) Mike Wheeler just released his certification preparation course (link here)
2) Salesforce.study has a course on this as well. (link here)

I took a look back at what I did to pass the Administrator Certification exam and the biggest contributors to my success were Mike Wheeler's course and the materials on Salesforce.study. While I'll likely explore other materials, the effectiveness of these two sources drove my decision to study for the Platform App Builder Certification exam. Also, while I enjoy being an administrator, I think long term being a developer is where it is at.

I am also going to study a little differently. First I am using a time tracker (link here) to track how much time I spend studying. Secondly, while I am going to create a study notes document, I am not going to publish it all at once. I am going to post sections on the blog weekly.

The purpose of the blog is to showcase what I am doing to develop my Salesforce skills. I think multiple entries will be easier to digest for people as compared to a whole document. Plus it gives me content. While I am doing a lot, most of it is proprietary to my clients. I can't take screenshots of their data, so I'd have to recreate things in my developer account. I have some tools on that and I may start doing videos of it; time will tell.

Regarding my study process, the first thing I am going to do is watch the Wheeler videos. Then I am going to re-watch them and create my notes. After that, I'll tackle the Salesforce.study materials and finally take the exam. In between, I'll likely look for more materials to beef up my knowledge and I'll post those as well.

Happy New Year!!!

Upserting Data

I’ve been doing a lot of admin stuff this week and enjoying it! The most interesting thing I did was upsert data to a field that I created. To facilitate reporting for my client I created a picklist so that the Inside Sales Rep working on a Lead/Account/Opportunity can be associated with the record. The Field Sales Rep will be the owner of the record but Management still needs to know which records and which rep worked on it. There were over 2,000 records that had to be corrected.

To accomplish this I created a report with the relevant data, exported it, updated it in Excel, and then upserted it modify the records. The key was to use the Salesforce ID so that I could properly amend the correct record. Not a big deal and the solution is all over the web. But the key factor is that now I too can say that I did this.

The intent of the blog is to showcase what I’ve done and this is something that I did. It’s also something I can write about.

The Website is Up!!!

So my DIY website is up and running. It needs more work and I already found a few typos but it's a start.  I'll still post here for the blog, which links to the website (click here)