Trailhead Training Automations Using Office 365 Power Automate

#Zapier is an amazing company — the offering is robust and grows (seemingly) daily; they take security seriously, and there are lots of little signs that this is an org-cultural value of the highest importance.

That said, when looking at declarative point-and-click integrations, if it’s App X to Zapier to App Z, isn’t Salesforce to Office 365 even simpler?

A large list of recently published Trailhead badges.
The depth of content is getting out of hand (almost!)

I’ve been tending to the training needs of a cohort of users with widely divergent skill sets. So the AppExchange TrailTracker offering has been a god-send. And I have a Process Builder automation flow triggered by the creation of a new instance of the junction object User-Badge, which happens when I curate a Trailmix module that I feel is well suited to one of my students.

Google Alerts Interface Updated

New & Flat: Google Alerts

It is easier on the eyes to be sure.  Hints of Material Design’s vaunted flatness.

Now let’s hope the do something to address the way the results delivered nowadays seem less impressive than those from 2 years ago.  Hard to quantify in retrospect – but it’s a notable, and often-discussed, trend & shortcoming.

 

Simple. Elegant. Clean. The New Google Alerts Interface
Simple. Elegant. Clean.
The New Google Alerts Interface

 

Nicer Controls Too
Nicer Controls Too

#CirrusPath Raises the Bar & Brings Google Closer to Salesforce

I’ve been playing with Yesware for a bit, where I’m a member of a Yesware team provisioned by a client.  I like the Yesware interface, and its easy integration with Salesforce.  And of course, the control freak in one gets addicted to the intel on when your missives are read (and re-read because they’re just that good).  But just as I was getting ready to subscribe, I diligently took one more look through the app exchange, where I found that Cirrus Insight basically matches Yesware feature for feature (with the added bonus of having experience and opinions on both offerings).

 

What really stood out, however, was Cirrus GoogleDrive<–>Salesforce integration:  unimaginatively named Cirrus Files.

CirrucPresentation Cover copy copy
It’s a great offering; don’t be put off by the me-too trendy visuals.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As they pointed out somewhere in their mess of a site (the worst part of the entire experience is their website’s rather incoherent information architecture, with menus changing unexpectedly and rather jarring shifts in graphic design style: see contrasts below) Salesforce storage is costly; Google Drive is dirt cheap, and is easier to configure for collaboration with parties external to your organization.  So, intrigued, I downloaded yet another package and set it up. (Kudos, kids: your video instructions are really in a pedagogical sweet-spot)

It only took a few minutes to deliver this result:

Your Google Drive files - even if not on your official corporate domain -- are pulled into the key SF page layouts (Account, Contact, Opportunity, Case, Lead) )
Your Google Drive files – even if not on your official corporate domain — are pulled into the key SF page layouts (Account, Contact, Opportunity, Case, Lead) )