Summer ’17 Release Calendar

With each release Salesforce blogs, tweets, and sends smoke signals about important dates. That’s super helpful, but I need that info integrated into my work world. So, I created a Google Calendar for the dates! I can’t promise I’ll keep at it for every release, but I sure hope to!

Without further ado, here’s the calendar:

Feel free to add this to your Google world!

Would you rather have the ICS? Here it is:

Happy Summer ’17!



What it takes to make a Dreamforce session

This year I’m presenting 3 sessions at Dreamforce. Each session is different, but the prep is remarkably similar. Here are the steps:

  1. Panic about being picked. Vacillate between being honored and horrified. Now all you have to do is take your topic and fill the time allotted with engaging and informative stuff. You may know your topic like the back of your hand, but you’ll still worry that no one else will find it interesting.
  2. Meet with your team. You’ll have at least one other person working with you on the session. Either co-presenters or Salesforce staff are there to help with gathering materials, reviewing slides, attending dry runs, etc. You will talk to these folks more than co-workers, family, and friends for the next few weeks.
    Keep in mind these folks aren’t all in your timezone. The eternal dance of “when can you meet?” has begun.
    Oh, and GoToMeeting will crash at least once during at least one of these meetings. It will happen. Just accept it.
  3. Figure out who’s going to talk about what. This is pretty easy if you’re the only one on stage but it gets exponentially harder the more people you add to the mix. Negotiations can get tense.
  4. Begin the slides. I think we can all agree that collaborating on a PowerPoint file is evil. There I said it. EVIL! Who has the most recent version? Can’t we just use Google Docs? If we do, what happens when we try to get the slides into the template?
    This step also means that you have to flesh out your idea in a visually appealing form. You are tasked with making abstract concepts like “fields” and “setup audit trail” into images, because no one (ever) wants to look at a bunch of text on slides.
  5. Email back and forth. Lots of email. “What if you do this part and I’ll do that part?” “Do we need fake data for this or do you have data you can sanitize and use?” “I can’t meet at 9am EDT on Wednesday. What about Thursday at that time?” “I’m gonna bring a banjo for that section on Validation Rules. That’ll work right?”
  6. Meet with the team again. Now you’re moving along! The PowerPoint deck is starting to have some meat to it. Folks are carving up the presentation into who’s gonna say what. You’re cruising!
  7. Dry Run #1. Your team meets with one or more Salesforce employees to to a rehearsal of the slide deck. You will be either waaaay under or waaaay over the time allotted to you. You get feedback.
  8. Tweak the slides. Now is the time when you start to really panic. There is so much to do and you have a day job, family, a life! When will it all get done? Never mind that you might have to make fake data to show a graph. The Excel RAND() function and DataLoader become your best friends.
  9. Dry Run #2. Better. It’s better this time. The team is transitioning between slides well. The visuals you’ve picked are interesting. No one hates anyone. You breathe a sigh of relief. The feedback is good. You’re firing on all cylinders. Just a few more things to fix and you’ll be ready to turn in the slides.
  10. More tweaks. Last minute review, one more logo, a better head-shot, do we need a comma there? Someone has to take the slides and put them in the official Dreamforce template.
  11. Slides get turned in just under the wire. You made it!
  12. You breathe. You breathe again. Whew!
  13. Now all you have to do is get to San Fran, find the venue, and don’t forget your banjo!

This year I’m only presenting 3 sessions. So, take those steps and multiply by 3. I’m pretty sure my husband is still speaking to me…but then again, I haven’t seen him in a few weeks.

Weather for Dreamforce

Screen Shot 2014-09-14 at 3.10.28 PMDreamforce is coming up very soon!

I need to pack weather appropriate clothes, but the forecasts don’t reach that far into the future.

Also, I’m a fan of charts and graphs (shocker!).  What tool could I use to get the info I need?

Enter Wunderground Trip Planner! This tool allows me to specify a date range and an activity. I picked Walking because, well, I always do a lot of walking at Dreamforce. Check it out here.

Now I know, at least on average, what I can expect. Yeah internet!

Dreamforce Packing Strategies


Yep, this is me. No, I have not started packing…yet.

Image first appeared on DOGHOUSE | Your Brain On Travel.

It’s never too early to prepare for Dreamforce!


Dreamforce is coming! As you’ve seen from the Road to Dreamforce ’14 folks, there’s a lot going into the event. So, how do you get ready for Dreamforce? Whether this is your first or 9th Dreamforce, you must prepare for the awesomeness. Here are some pointers.

Mental Preparation

It is said that attending your first Dreamforce is like drinking from a fire-hose. Yep, that’s about right. That’s not to say that your 2nd, 3rd, or 4th are any different! Every year there are new announcements from Salesforce, new partners, new events, new people. The best outcomes of Dreamforce are the connections you make and the lessons you take back home. Be ready to take it all in, but don’t expect to be able to take it all in the week of. It won’t happen…it can’t happen! There’s simply too much awesome.


  • Make a list of people, partners, and Salesforce employees you’d like to connect with.
  • Settle on a note taking strategy that works for you. Some folks haul around laptops and use Evernote live. Some absorb in the moment and re-watch sessions on YouTube after the fact. There’s no right way, but pick a way and stick to it.
  • Because you can’t see it all, get comfortable with the fact that you’ll miss some cool stuff. It sucks, but that’s just the way it is. Sorry!

Physical preparation

This year, like in years past, the Dreamforce campus is HUGE! This is a blessing and a curse. Blessing in that you’ll walk off all the fabulous San Francisco food you’ll be eating. Curse in that if you don’t have comfortable shoes, your feet will hate you.

Be very cognizant of what you decide to carry around (a laptop, tablet, chargers, etc.). Even the slimmest of ultra-books are unbearable after 10 hours of walking around. Never mind that places to charge devices are at a premium.


  • If your budget will allow, invest in a good portable battery. I own this one and it has served me very well.
  • Wear comfortable shoes. I can’t stress this enough. Don’t worry about being stylist, cute, or professional. Anyone judging you for your comfortable shoes is a jerk.
  • Plan your day-bag. What is a necessity? If you had to lug that bag to an after party would that be horrible? Be very strategic in how much you lug around.

Logistical preparation

For most of us, San Francisco is far from home. Getting to Dreamforce and home again can be half the fun if you do it right! This can be as simple as coordinating flights with fun co-workers or user group friends, or, it can be as complex as taking an RV across half the country. Either way, expect and plan for delays, and know that you’ll have to roll with the punches. Getting that many folks into and out of a city ain’t easy!


  • As soon as you know you’re going, connect with others from your city and coordinate travel.
  • Be willing to share a cab/Uber/Lyft once you get to San Fran. You never know who you’ll meet!
  • Have patience with everyone you interact with. It’ll help minimize your stress and the stress of those around you.

This year, as in years past, Dreamforce will be amazing! I hope these pointers help you have an even better time! See you there!

Local Salesforce Admin Class

Later this year, Durham Tech is offering a class called for Administrators. The class will be 5 Mondays in November and December 9am – 5pm.

This course is substantially less expensive than most other Salesforce Admin courses and will be taught locally (Durham).

Here’s the Course Description:

Whether you are a new Salesforce® system administrator or have been managing Salesforce for some time, you probably realize that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you’re taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive.

Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company’s key performance indicators.

Here is the official flyer:  Salesforce com for Administrators–Overview


MidWest Dreamin’ – A recap

MidWest Dreamin’ 2014 was a blast! The folks who organized (and I won’t try to name them all), did an amazing job! This regional user group pulled in over 400 (paid!) attendees! Amazing!

First, I want to mention the awesome sponsors of the event! Without these folks, this event would not have happened. When you get the chance, thank these folks for being a part of this amazing community!

SpringCM hosted a welcome party at their offices. Connections were made, friends caught up, and I may have tested out SpringCM’s awesome bean bag chairs. Thanks to the SpringCM folks for hosting us!

The event kicked off with a keynote from Peter Coffee entitled “No Services, No Silos”. As always, Peter’s talk provided food for thought. We live in connected customer world now folks. How will your organization address the needs of your customers? How will you compete?

After a short break, the sessions started. All told there were 20 sessions with a break for lunch. they covered everything from Admin tips and tricks, to Visual Flow, to change management. There was something for everyone. (Yes, I presented. Yes, it was awesome. Yes, I can’t wait to be invited back again next year!) The content for every session is available in the Success Community.

A quick note about lunch: Yummy!!

While the sessions were happening the Expo floor was open. There was quite a bit of traffic and the sponsors I spoke to were pleased with the interest. Lots of cool swag was given away and several folks took advantage of the “Ask an Expert” booth manned by community members.

The closing keynote, presented by Shawna Wolverton & Todd Enders, included a call to action for how YOU can participate in the Community:

Once the official events were over, the dinners, parties, and general merriment started. A good time was had by all!

Summer ’14 – Delivered!

Summer ’14 is here!

Here are all the Ideas that were included in this release!

Some awesome stuff in there folks!

My personal favorite is the increase in Case attachment size (well, all attachments, but Cases are near and dear to my heart)!

The old limit was 5mb and the new is 5x that! That’s 25mb for each!

See page 29 of the release notes for more information.


Dreamforce ’13 – Sessions at which I’m speaking

This year I’m speaking at a total of 5 session!  Eeek! Come see me!

5 Most Important Questions to Start a Deployment

When starting out or restarting a deployment, there are many questions, and many people making requirements for the tool. Using examples and discussion, join us as Brad Gross, President of Information Logistics and a Salesforce MVP, demonstrates the five most important questions that should be asked for every requirement and request.

Analytics Snapshots: Common Use Cases That Everyone Can Utilize

Have you heard about Analytic Snapshots, but been intimidated about setting your first one up? Or, are you simply unsure of how you can use them? Join us as we show you how setting up a snapshot can be as simple as performing three easy steps. Several use cases that virtually every organization can take advantage of will be discussed, such as tracking user logins over time, measuring Chatter adoption, reporting on changes to key fields, and more! Step-by-step instructions for setting up your own snapshots will be available so you can put what you learn into practice immediately.

Admin Tips & Tricks To Up Your Game

Salesforce admins are not created equal! Join us to hear from some of the best of the breed and steal their top tips that got them there. These super stars will fire off as many tips and tricks as possible.

Salesforce professionals are here to stay!  

More and more administrators and beyond have made careers for themselves and companies ARE looking for you! Come see and meet some folks that have included knowledge and skills as part of their career paths and opportunities


Coming Soon!!

My Idea is Coming In Winter '14

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