SalesforceBen has a nice post on Salesforce/Slack Integration

Oddly enough, few of my clients use Slack. MSFT Teams seems, improbably, more prevalent. Still I remember it fondly from back in 2015/16/17 — and this description makes me want to find an instance to see it for myself.

Read on! https://www.salesforceben.com/slack-to-salesforce-integration-new-and-improved/

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.

Trusty Apex Dataloader

A client of mine in Education Services is uploading a large amount of data published by NYS Department of Education about some 7,000 schools & hierarchical entities related (Districts, Charter Schools, Charter Operators) in NY State.

A few more similarly granular objects to go…

The ETL professional in me likes large numbers. But the SF Admin in me is wondering about a performance hit. Also, hoping to upload this to an Enterprise org I have with Einstein Analytics licenses for the soothing transformations when selecting subsets of the data. Stay tuned.

Einstein Analytics Data Import

We still have a few more child objects off the account to go, and I’m wondering if this is a good case for using Big Objects or an external data source. Suggestions welcome!

#TaskRay in #Salesforce: I’m Loving IT

Favorite Project Management Tool

Project Management in TaskRay is simply too wonderful. It does take a little bit of time to configure properly. But it’s so sleek and aesthetically pleasing.

See this Gallery.

One of the great things about having non-profit clients is that the donates 10 free licenses, a donation the same size (if not the same $ value) as the Salesforce.org non-profit donation. So all your users get this very fancy tool, for free. Fun all around.

And Life Wouldn’t Be Complete and Easy without a Custom Action to Log Billable Time and Pre-Populate Fields for Minimal User Intervention

This is brief. Gotta get back to analyzing data flows. Two new clients this week.