General discussion in English and/or Spanish mainly about life in a new feeling about Salesforce.
Oct 2, 2015
I met this people (eBike75), personaly at last Festibike (Spain bike trade show). I rode this cool red urban bike (IBEX).
I'm ekeptical about electric bikes because i want to do my work out every time i ride.
But it's true : first, it's fun. Second, it's easy.
Moreover, there are people who need help to take their bikes. And people in not very well health.
It's was a pleasure, it's a good story (Sorry, video is in Spanish), it's a fabolous journey made in Spain with all the flavour to California American dream.
All my best wishes for your international challenge. Go eBike ! Go Spain braims !
Enjoy & have fun !!!
Sep 30, 2015
Following with my test about mobile in general around Salesforce i tested Communities & Partner Portal.
Due, it's a little bit tricky to enable this features i think it's a good idea write down about it.
1) How to enable Partner Portal :
1. Go to Customize->Partner->Settings and click "enable"
This supposed enable partner portal but there is no accounts/contacts able to connect to it
How to enable account/contact :
1. Go to the Account
2. Click on Manage External Account | Enable as Partner
3. Now go down to Contact | Click Manage External User | Enable Partner User
Other way around :
1. Go to your Contact Record
2. Click On Manage External User
3. Click on Enable Partner User
2) How to enable Communities
First, you have to contact Salesforce representative, alliance representative or salesman to enable communities menu into your ORG.
Don't forget send any of them your ORGID. It's at your "Company information" at field "Salesforce.com organization ID"
When your menu is available :
1. Go to Customize-->Communities-->Settings
2. Enable
3. Select a Domain
4. Check availability
Then you can follow with your Community creation.
For my purposes i only created a communty with template. And connect through Mobile.
Two final tips, remember Salesforce manual about Communities in Mobile using Salesforce 1 :
- Communities that use the Salesforce Tabs + Visualforce template are supported in all of the Salesforce1 apps.
- Communities that use a Community Builder template, such as Koa, Kokua, or Napili, contain rich styling that doesn’t display inSalesforce1. Templated communities are responsive and it’s best to access them directly from a mobile browser using communityURLs.
Enjoy & have fun !!!
Sep 29, 2015
Connect Facebook to Salesforce
Connect Facebook to Salesforce
I recently tested how to connect external Apps to Salesforce. One of the most interesting ones are : Mobile Apps and Facebook. Both using same architecture.
In order to create simple, easy and out-of-box example i create the next case :
Business case :
1. Create simple App in Facebook to collect data from customer : based into a marketing campaign, promocitional ads, surveys, etc
2. Collect data into Salesforce. Our example create a Lead
3. After campaign was done our marketers will qualify leads as new opportunity, new customer, or new advertising campaign (new mail), or lead to qualify again
Architecture :
Facebook App (or Mobile client app) is deployed using Heroku
Heroku connect allows sync Postgres Database & Salesforce database in order to create your leads
It's true this example is just a prof of concept. If you want, it's stupid, use Heroku and/or heroku connect just to create one lead. But it's about prove creation of client complex external Social Apps & Mobile Apps improving as much as posible your Salesforce capabilities, facilities and advantages.
Important Tips :
- Oriented to client-end purpose
- Oriented to high log-in needs
- Oriented to different architecture needs between Apps and Salesforce platform (Salesforce 1/Mobile)
- Heroku connect doesn't sum for API Calls
- Sync with Salesforce is based into Bulk API (Sync is not at real time but batch mode)
- Postfgres data model feature is similar to Salesforce external Objects
Useful examples :
Nibs : Loyalty Heroku Rails App using Salesforce Connect
Heroku & Salesforce sample Apps : Using Service Cloud, Marketing Cloud Push Notification, Marketing Cloud Journey Builder
Enjoy & have fun !!!
I recently tested how to connect external Apps to Salesforce. One of the most interesting ones are : Mobile Apps and Facebook. Both using same architecture.
In order to create simple, easy and out-of-box example i create the next case :
Business case :
1. Create simple App in Facebook to collect data from customer : based into a marketing campaign, promocitional ads, surveys, etc
2. Collect data into Salesforce. Our example create a Lead
3. After campaign was done our marketers will qualify leads as new opportunity, new customer, or new advertising campaign (new mail), or lead to qualify again
Architecture :
Facebook App (or Mobile client app) is deployed using Heroku
Heroku connect allows sync Postgres Database & Salesforce database in order to create your leads
It's true this example is just a prof of concept. If you want, it's stupid, use Heroku and/or heroku connect just to create one lead. But it's about prove creation of client complex external Social Apps & Mobile Apps improving as much as posible your Salesforce capabilities, facilities and advantages.
Important Tips :
- Oriented to client-end purpose
- Oriented to high log-in needs
- Oriented to different architecture needs between Apps and Salesforce platform (Salesforce 1/Mobile)
- Heroku connect doesn't sum for API Calls
- Sync with Salesforce is based into Bulk API (Sync is not at real time but batch mode)
- Postfgres data model feature is similar to Salesforce external Objects
Useful examples :
Nibs : Loyalty Heroku Rails App using Salesforce Connect
Heroku & Salesforce sample Apps : Using Service Cloud, Marketing Cloud Push Notification, Marketing Cloud Journey Builder
Enjoy & have fun !!!
Sep 22, 2015
Accenture acquire Cloud Sherpas
Why Accenture’s acquisition of Cloud Sherpas is both an offensive and defensive move
Accenture has added considerable strength to its already-dominant position in Salesforce services with the addition of Cloud Sherpas for an undisclosed amount (press estimates have been $350-$400 Million) coming on the back of previous Salesforce services acquisitions of Tquila and ClientHouse GmbH.
In addition, there are added capabilities in ServiceNow and Google, but the lion’s share of the Cloud Sherpas acquisition is in the Salesforce implementation domain, where we see the most medium-term growth opportunity for ambitious As-a-Service providers in the customer centricity solutions arena.
MORE DETAILS:
http://www.horsesforsources.com/accenture-cloud-sherpas_092015#sthash.5FV6JNDR.dpuf
"In short, we believe this move not only consolidates Accenture’s already-dominant position in Salesforce services, but also keeps out competitors from muscling into the space at a critical time, namely Deloitte, Capgemini and IBM."
Enjoy & have fun !!!
Why Accenture’s acquisition of Cloud Sherpas is both an offensive and defensive move
Accenture has added considerable strength to its already-dominant position in Salesforce services with the addition of Cloud Sherpas for an undisclosed amount (press estimates have been $350-$400 Million) coming on the back of previous Salesforce services acquisitions of Tquila and ClientHouse GmbH.
In addition, there are added capabilities in ServiceNow and Google, but the lion’s share of the Cloud Sherpas acquisition is in the Salesforce implementation domain, where we see the most medium-term growth opportunity for ambitious As-a-Service providers in the customer centricity solutions arena.
MORE DETAILS:
http://www.horsesforsources.com/accenture-cloud-sherpas_092015#sthash.5FV6JNDR.dpuf
"In short, we believe this move not only consolidates Accenture’s already-dominant position in Salesforce services, but also keeps out competitors from muscling into the space at a critical time, namely Deloitte, Capgemini and IBM."
Enjoy & have fun !!!
Sep 14, 2015
Tomorrow Dreams came true into DremaForce 2015
If you are not able to attend maybe you can watch streaming at Salesforce Live here
Or use Twitter the favourite social network of Salesforce :
Follow @Dreamforce
Enjoy & have fun !!!
Sep 9, 2015
Only 10 days (9 today) for the WRC2015. It's amazing and always welcome to have opportunity to watch rugby extra show.
WRC2015 will take place at England (Imagine play a mach at Twickenham, London or Millennium Stadium, Cardiff are only two of the most famous stadiums of Rugby history). Calendar is available at the same page as well as classification what is great idea !!!
My heart is always Irish but this time my soul fight with Wales. It would be nice to have a completely new winner.
My 3 tops for this WRC2015 are :

More points : Jonathan Sexton (Ireland)
More tries : Ma'a Nonu (All blacks - New Zealand)
Winner : Wales
Of course, i'll never bet for...jajaja
I love this game ;-)
Enjoy & have fun !!!
WRC2015 will take place at England (Imagine play a mach at Twickenham, London or Millennium Stadium, Cardiff are only two of the most famous stadiums of Rugby history). Calendar is available at the same page as well as classification what is great idea !!!
My heart is always Irish but this time my soul fight with Wales. It would be nice to have a completely new winner.
My 3 tops for this WRC2015 are :
More points : Jonathan Sexton (Ireland)
More tries : Ma'a Nonu (All blacks - New Zealand)
Winner : Wales
Of course, i'll never bet for...jajaja
I love this game ;-)
Enjoy & have fun !!!
Sep 7, 2015
Today, i'm going to talk about a trick using "Custom Labels".
How to use dynamic values into APEX code. We can use custom label values as dynamic variables to provide custom information without open APEX code and compile it again. And APEX code to read these values processing that value as condition, message, or so. Lets explain using several examples :
3 good examples about that :
1) How to manage error messages from custom labels by Abhi Tripathi
2) How to manage custom labels into Visual Force page by SFDCPoint
3) One of the most interesting examples. How to manage trigger execution from custom label by Salesforce University (You need to be connected to Salesforce)
I hope you can improve your projects using any of these examples.
Enjoy & have fun !!!
How to use dynamic values into APEX code. We can use custom label values as dynamic variables to provide custom information without open APEX code and compile it again. And APEX code to read these values processing that value as condition, message, or so. Lets explain using several examples :
3 good examples about that :
1) How to manage error messages from custom labels by Abhi Tripathi
2) How to manage custom labels into Visual Force page by SFDCPoint
3) One of the most interesting examples. How to manage trigger execution from custom label by Salesforce University (You need to be connected to Salesforce)
I hope you can improve your projects using any of these examples.
Enjoy & have fun !!!
Sep 1, 2015
Today, 1st of Sept is time to remember than we are less than 15 days for Dreamforce'15 (15th-18th Sept)
My experience was always amazing !!! It's time to believe in Salesforce, it's time to dream. If you think on the expenses, it is not, it's an inversion it's not a expense. If your customer is going to be there, you should be there too because it will be awesome how them will be excited about Salesforce at Dreamforce.
Most important think, customers sales Salesforce themselves, customers loves Salesforce, customers looks happy with Salesforce. And Dreamforce is just the place to dream together.
One of my favourite videos about Salesforce ever is KLM surprise, probably because it was the first i used in front of a customer. For me it's the essence of what a compàny would like to obtain with a new customer focus technology "Make its customer happy&smile".
More videos at Salesforce Youtube channel
Enjoy & have fun !!!
My experience was always amazing !!! It's time to believe in Salesforce, it's time to dream. If you think on the expenses, it is not, it's an inversion it's not a expense. If your customer is going to be there, you should be there too because it will be awesome how them will be excited about Salesforce at Dreamforce.
Most important think, customers sales Salesforce themselves, customers loves Salesforce, customers looks happy with Salesforce. And Dreamforce is just the place to dream together.
One of my favourite videos about Salesforce ever is KLM surprise, probably because it was the first i used in front of a customer. For me it's the essence of what a compàny would like to obtain with a new customer focus technology "Make its customer happy&smile".
More videos at Salesforce Youtube channel
Enjoy & have fun !!!
Aug 27, 2015
Today i want to give some tips to create Salesforce users under a simple names policy.
One Salesforce user is created using : name + @ + domain
(As you can see in the picture)
It means, name can be the same for different domains. In the case of Salesforce different domains means ORGs (formally Organizations).
Organizations means Salesforce single instance.
Usually an architecture is based on the model production/pre-production/developer. In this case Salesforce architecture is based into :
1) Production ORG .- Called Company ORG or ORG
2) Pre-production ORG .- Full Sandbox
3) Developer ORGs .- Sandbox
As you have read, any ORG different to production is called Sandbox. At Salesforce there are differents types of sandbox. All details at this link.
Into my project i´ve used simple convention for ORGs and users. The name of an ORG is the name of domain as part of your username. It means that you can use the same user with different domains, to connect to different ORGs. It's the same for production or non production ORGs.
But there is a little trick here, you have to use different login URLs :
For production ORGs, Salesforce login URL is allways : http:\\login.salesforce.com
For non production ORGs, Salesforce login URL is always : http:\\test.salesforce.com
Note : If you are already using another connection url is because you can use DNS names and company domains to rename Salesforce connection URL at your company wishes.
My advice for ORG and user names policy :
- Production ORG : This name is usually assigned by Salesforce at the first day, or it is a trial ORG moved to production. As an example we suppose "companyname.com" (or in case you have several Salesforce instances by departments you can use "companynamedepartment.com")
- Production Users : "username@companyname.com"
- Preproduction ORG : I usually called "pre". Salesforce use your domain + sandbox name to create your domain, at this example your new domain will be "companyname.com.pre"
- Preproduction Users : "username@companyname.com.pre"
- Developer ORG : I usually use "dev" or in case you have several developer sandbox you can use dev1, dev2, dev3...or if these are based on features you can use : devData, devMobile...
At this example your new domain will be "companyname.com.dev"
- Developer Users : username@companyname.com.dev
Enjoy & have fun !!!
One Salesforce user is created using : name + @ + domain
(As you can see in the picture)
It means, name can be the same for different domains. In the case of Salesforce different domains means ORGs (formally Organizations).
Organizations means Salesforce single instance.
Usually an architecture is based on the model production/pre-production/developer. In this case Salesforce architecture is based into :
1) Production ORG .- Called Company ORG or ORG
2) Pre-production ORG .- Full Sandbox
3) Developer ORGs .- Sandbox
As you have read, any ORG different to production is called Sandbox. At Salesforce there are differents types of sandbox. All details at this link.
Into my project i´ve used simple convention for ORGs and users. The name of an ORG is the name of domain as part of your username. It means that you can use the same user with different domains, to connect to different ORGs. It's the same for production or non production ORGs.
But there is a little trick here, you have to use different login URLs :
For production ORGs, Salesforce login URL is allways : http:\\login.salesforce.com
For non production ORGs, Salesforce login URL is always : http:\\test.salesforce.com
Note : If you are already using another connection url is because you can use DNS names and company domains to rename Salesforce connection URL at your company wishes.
My advice for ORG and user names policy :
- Production ORG : This name is usually assigned by Salesforce at the first day, or it is a trial ORG moved to production. As an example we suppose "companyname.com" (or in case you have several Salesforce instances by departments you can use "companynamedepartment.com")
- Production Users : "username@companyname.com"
- Preproduction ORG : I usually called "pre". Salesforce use your domain + sandbox name to create your domain, at this example your new domain will be "companyname.com.pre"
- Preproduction Users : "username@companyname.com.pre"
- Developer ORG : I usually use "dev" or in case you have several developer sandbox you can use dev1, dev2, dev3...or if these are based on features you can use : devData, devMobile...
At this example your new domain will be "companyname.com.dev"
- Developer Users : username@companyname.com.dev
Enjoy & have fun !!!
Aug 26, 2015
Yesterday, we adopted a new member into the family.It makes me feel like young again every day jumping, running and playing around.
I suppose it'll learn Salesforce too. Who knows. But, we are going to start learing canicross by the moment. (it's running with dogs)
Maybe "Pepe" (Pet's name) could learn how to pass certifications exams by me.....jejeje
Enjoy & have fun !!!
More than 2 years after open this blogg. And after hard work doing projects. I'm going to start my success career to the glory ;-)
We're going to learn a little bit more about Salesforce license types :
It's the first thing to know before to start a project. It's important to know how many API Calls, Storage...ah, sorry, those are thing we need to explain in details after all ;-)
First, you have to double check what is your license or in case your are purchasing what is your best choice.
There are some Salesforce solutions : Sales, Services, Marketing, Platform (Force.com)...
For any of them you have several editions : Group, Professional, Enterprise...And finally, your license is based over those editions : We're going to take Sales as an example.
Top 3 most Important concept to take care about :
1) Type of Salesforce Sales license, Does it allow your requirements? and features you need?
Those are selected like "tics" into the list. In this link Salesforce compare different Sales License Editions
Next 2 concepts are based on limits. Into a Salesforce Cloud project you are limited to several number of platform features. You could say "I rented to Salesforce this power". "Power" really is "level of service" and it's mesured like limits.
2) Storage. Are your storage needs enought with your Salesforce license type?
It's calculated by number of users multiply number of Mb depend of Salesforce license
Storage calculation is detailed here.
3) API Calls : Those are the number of calls using APEX Code (programming language of Salesforce similar to Java but not equal)
It's calculated by number of users multiply number of API Calls depend of Salesforce license
It's important to know that those are counted as a Pool, It means you can spent all with only one user. Or 50% one user and the other 50% over other all users.
API call limits are detailed here.
4) Other Salesforce limits
Important to check at least Salesforce limits by edition
Three simple concepts, but a lot of importance into a Salesforce Cloud Project.
Enjoy & have fun !!!
We're going to learn a little bit more about Salesforce license types :
It's the first thing to know before to start a project. It's important to know how many API Calls, Storage...ah, sorry, those are thing we need to explain in details after all ;-)
First, you have to double check what is your license or in case your are purchasing what is your best choice.
There are some Salesforce solutions : Sales, Services, Marketing, Platform (Force.com)...
For any of them you have several editions : Group, Professional, Enterprise...And finally, your license is based over those editions : We're going to take Sales as an example.
Top 3 most Important concept to take care about :
1) Type of Salesforce Sales license, Does it allow your requirements? and features you need?
Those are selected like "tics" into the list. In this link Salesforce compare different Sales License Editions
Next 2 concepts are based on limits. Into a Salesforce Cloud project you are limited to several number of platform features. You could say "I rented to Salesforce this power". "Power" really is "level of service" and it's mesured like limits.
2) Storage. Are your storage needs enought with your Salesforce license type?
It's calculated by number of users multiply number of Mb depend of Salesforce license
Storage calculation is detailed here.
3) API Calls : Those are the number of calls using APEX Code (programming language of Salesforce similar to Java but not equal)
It's calculated by number of users multiply number of API Calls depend of Salesforce license
It's important to know that those are counted as a Pool, It means you can spent all with only one user. Or 50% one user and the other 50% over other all users.
API call limits are detailed here.
4) Other Salesforce limits
Important to check at least Salesforce limits by edition
Three simple concepts, but a lot of importance into a Salesforce Cloud Project.
Enjoy & have fun !!!
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