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Salesforce Winter '20 Release is nearly out! Some orgs have already received the new release on September 20. The majority of customers are getting the new update October 12. This is one big update with over 500 pages of release notes. That's a lot to read, so we read the release notes for you!  This is definitely not everything, but we pull our highlights for the Winter '20 release into this podcast. Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Share this episode on Twitter Show Overview 0:00 A new Podcast? 1:33 Intro 2:34 Joke 5:40 Lighting Enabled for Everyone link 7:00 Once enabled LEX is permanently on link 7:12 User Default will be LEX for new users created after LEX is enabled link 7:55 Actions & Buttons Tab - Move from Classic to LEX actions link 9:55 Hard Coded UR

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Share this episode on twitter Alexander Lovell announces Einstein Search coming to Salesforce in the Winter '20 release! Alexander is the Director of Product Management for Salesforce Search.  Einstein Search brings a lot of new functionality and improvements in global search in Salesforce. Search results are faster, provides more information, and supports "Natural Language." Think searching for "My opportunities this quarter" and getting proper results without creating a list view.  Einstein Search is also the first free Einstein feature released in Salesforce. It is in beta with some restrictions in Winter '20. Alexander shares what those restrictions are and what the expectation is for making Einstein Search generally available. Sh

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast In 2018, Steve Molis posted an Idea which sparked a loud outcry of agreement from the community. Salesforce simply was not doing a good enough job with the IdeaExchange and communication. A year later, Jennifer Sacks and Scott Allan from Salesforce have been traveling the world gathering feedback on the start of reimaging the IdeaExchange. To start, you can now prioritize the ideas you want to have Salesforce work on in each release. Better communication, updated technology, and improved internal processes are all part of the reimaging of the IdeaExchange. Prioritization is open RIGHT NOW from September 9, 2019 thru September 22, 2019. So go and put your 2 cents in! Show Overview 0:00 Artificial Intelligence for the Win! 1:45 Intro 2

Marketing automation has been a growing in popularity over the years. Salesforce has two platforms, Marketing Cloud and Pardot. What's the difference? What can you do with Pardot? Andrea Tarrell from Sercante answers these questions and more. 0:00 No Bears were harmed in the recording of this episode 1:14 Intro 2:44 Bearly a joke 3:24 Anderea Tarrell - Spot for Pardot 4:45 Andrea Tarrell vs Chris Zullo ... Fight! 13:10 Twitter Fights 16:05 Cool Example of Marketing email 19:20 Hmmm Cookies 22:06 Pardot Resource beyond the documentation 26:42 why is it "pardot" 34:50 Craziest, coolest use case with Pardot (Cirrus Insight) 38:25 If Andrea could ask Parker Harris a question... 46:00 Outro 47:56 Post Outro Links in This Show Andrea Tarrell Blog Andrea Tarrell Twitter Jenna Molby Pardot Blog Jenna Molby In the Weeds with Pardot API Lara Black Pardot Blog Lara Black Twitter Chris Zullo versus Andrea Tarrell Twitter War 1 Twitter War 2 Twitter War 3 Twitter War 4 FEEDBACK You can ask your questions, make commen

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast What it like to be an IT Leader in the day of Salesforce? What is the Campfire Stories podcast? Our guest really does the WizardCast Justice... Justice Sikakane, Co-Host of the Campfire Stories podcast and IT leader at Hennepin Theatre Trust joins us to talk about his podcast and what's it like being an IT Leader in today's Salesforce world. Show Overview 0:00 Mark goes mad with power 1:31 Intro 2:32 Joke? 03:14 EXTREME Justice (Sikakane) - Campfire Stories & Modern IT Leadership 08:02 Justice's favorite trailhead badge 17:00 Vala Afshar 20:45 Justice's dream guest 23:23 Gif squad or Gif squad 27:35 Emojii in business email 31:39 What Gif would be used for Campfire Stories podcast? 34:01 Being an IT Leaders, what does it mean tod

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Salesforce Community Groups, or User Groups, hit 1,000 groups recently. There are groups spread across 38 countries there to support Salesforce customers. Sofia Rodriguez is the Community Manager at Salesforce and shares details on how to find a community group or create a new one in a city near you.  Show Overview 0:00 No dogs or chickens were hurt in the recording of this episode 1:52 Intro 2:52 Joke 3:54 Community Management and 1000+ Salesforce Community Groups with Sofia Rodriguez 12:05 Hi Squire 20:00 Find a community group near you 20:27 Start your own community group 23:15 Community Group History - 2006 30:30 Holly on the lam 32:00 Different Trailblazer programs: MVP, Community Group, Student, Trailblazer connect, answers &am

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Salesforce gives employees paid volunteer hours for charity work. A group of employees banded together to play games to raise funds for Extra-Life. Their first event raised 7,000 dollars. Meet Fragforce with Nerd-n-Chief Siebren Bakker sharing how Fragforce raises money and how the community can participate. Show Overview 2:32 shellfish joke Thanks John Reed 3:23 Siebren Bakker joins to share about Fragforce, a group created within Salesforce that raises money for charity by playing games and holding events. Their first event raised 7,000 dollars. 15:10 Mark's phone alarm goes off again. 2 episodes in a row. We're professionals. Plus Fragforce Discord 22:00 Outro 24:22 Outtakes Links in This Show Twitter Fragforce Fragforce Discor

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast What is a Salesforce Partner? What types of partners exist? Do you want to be a Salesforce Partner? What should you expect if you're thinking of hiring a Salesforce Partner? Garry Polmateer, CEO of Red Argyle, shares his thoughts from over 20 years of IT experience. Show Overview 1:10 Guest Garry Polmateer is the CEO of Red Argyle, one of the original Salesforce MVPs, and is currently in the MVP Hall of Fame. He joins to talk about partnership specifically Salesforce Partners. 11:40 Entrepreneurial Organization(EO) 20:09 Mark's phone goes off while Garry talks about concentration of consulting partners 23:50 Brian shows off his terrible interviewing skills with 20 questions in 1 32:00 Talk with more than one partner to find the right

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Salesforce Summer 19 release is nearly upon us! As always, Mark and Brian dive in to go over some of the features they're excited for... and ones we're not all that excited for.  From Lightning Experience improvements, reports and dashboards, to the all important Critical updates, we go through the long list of 429 pages of release notes so you don't have to! Although, you really should. Show Overview 0:00 Disaster "plan" 02:11 Joke 03:50 Introducing Salesforce Summer 19 release 05:00 Mark hasn't read the release notes 07:50 "Free" Surveys 14:30 Chrome Popup Blocker Message Troubleshoot issues with Firefox 22:28 Account Partners and Opportunity Partners in Lightning 27:50 Reports and Dashboard updates 34:00 Jen Lee Jumps up and down

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Salesforce is buying yet another company! Then we dive into Salesforce Quip automation with Product Manager Arnab Bose. What is Quip? What kind of automation can you do with a document? Why would I want to do this? Guess you just have to listen. Show Overview 0:00 Disaster Incoming 2:59 Joke of the episode submitted by Andy Hayworth 4:24 Salesforce acquiring Bonobo 06:14 A formal retraction 06:43 Quiping about Quip Automation with Arnab Bose 8:30 What is quip 18:51 Automation Examples in Quip 25:50 Quip Live Apps 29:00 Salesforce Account Planning 46:00 Salesforce Easter Eggs? 47:30 Quip Releases are more frequent than Salesforce 52:50 How to share feedback with Arnab Bose 55:30 Outro 58:30 Post Credits Links in This Show Bonobo A

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Do you work for a non-profit? Have you supported a non-profit or consult with non-profits with Salesforce? Then you don't want to miss this episode all about salesforce.org, open source and community sprints. It's full of fun tidbits, stories, and acronyms. Show Overview 0:00 If you're not listening to the WizardCast you're being lied to! 3:21 Jokes of narcissism are not funny 3:32 Pig Zombies! 04:55 MapAnything & Salesforce.org is being acquired by Salesforce.com 10:15 Jace Bryan & Cori O'Brien from Salesforce.org CCE (Customer Centric Engineering) Team 14:30 What the heck is CCE (Customer Centric Engineering) and TNP (Tech and Product) 16:30 Brian's 1st attempt at an Office Space Joke 17:55 Brian's 2nd attempt at an Office

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast   It's April and Spring has sprung! We start out this episode with a surprising announcement of a new offering from Salesforce. Then we dive right into our Salesforce IdeaExchange highlight! This is an episode where we highlight ideas to improve Salesforce from their IdeaExchange. Anyone can submit an idea to Salesforce and any listener can submit an idea to us to talk about during our IdeaExchange highlight episodes. We talk about 7 ideas and explain what they're about, why they are important - or not - and generally give you our thoughts. Show Overview 0:00 We have a really good show tonight 3:13 Joke 3:35 Exciting Salesforce Announcement. Salesforce Brand New Product! 6:13 IDEAEXCHANGE HIGHLIGHT April 2019 6:58 Allow Triggers on

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast   It's been a bumpy podcasting schedule for 2019, but we're back with a new episode. If you like automation in Salesforce and do not know about Automation Hour, this is an episode you need to listen to! If you already know about Automation Hour, listen to it anyways, because we have the great, the wonderful, the simply fantastic Jen Lee on talking all about Automation Hour! Show Overview 0:00 Brian wishes the podcast was a bit more exciting 1:13 Intro 2:10 Joke 3:10 Correcting our guests in the intro 4:35 Coffee Break! How are you Building your Customer Community? 6:30 Automation Hour with Jen Lee - Co host & organizer of Automation Hour 26:35 Outro 29:00 Post Credit Links in This Show Automation Hour Videoshttps://bit.ly/Aut

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast The Salesforce Spring '19 release is upon us! By now you've probably read all 450+ pages of release notes, watched all the webinars, read all the blog posts and you're experts. But what features are Brian & Mark excited for? Admit it, this is what really matters. We go through and talk about the release notes based on what features we think are "big news" and what we're excited about. We end with a list of other interesting tidbits. We also talk about Salesforce.org's community sprint. It's an event where the community comes together to help work on the open source apps for the non-profit world of Salesforce. The next one is coming up in Long Beach. Take a look and participate if you can! Show Overview 0:00 I swear I've done t

Send Us Your Feedback & Suggestions! Voicemail: 608.492.0321 (Note please tell us in your message if you do NOT want your voicemail to be included in the podcast). Email: wizardcast@thewizardnews.com Website: https://thewizardnews.com/wizardcast_home/contact-us-wizardcast Happy New Year! Welcome to Season 4 and Episode 85 of the WizardCast podcast. Home to bad jokes and interesting tidbits about salesforce.com. Are you using Lightning Experience? No? Well, get ready because starting in October 2019 Salesforce will begin automatically turning Lightning Experience on for all customers. We talk about the impact and considerations. New Year's is also a time for changes. Mark Ross shares his announcement and we share our most popular episodes. Show Overview 0:00 A Whole New Podcast! 00:42 Introduction 01:42 Joke 02:09 Happy New Year! Resolutions & changes 3:00 Automatic Lightning Experience Enabling starting October 2019 5:00 Mark is beamed up to the Mothership.org 6:21 What's the interview process lik

There are a changes a coming to Salesforce certifications. We get all the details from Tracie Ozug the Trailhead Program/Project Manager for Salesforce Credentials.  First, anyone who has NOT taken their Salesforce Spring '18 or Summer '18 Maintenance exams MUST finish them by December 14, 2018.  What's very important is to complete your Summer '18 exams you MUST link your Webacessor account to your trailhead account first!  Maintenance exams for Salesforce will be managed on Trailhead going forward and will be a combination of questions and demo builds.  There's a really easy way to link your Webaccessor and Trailhead accounts, confirm your accounts are linked, and view any outstanding exams. Goto https://sfdc.co/mystatus Click Link in the email to linkk the Trailhead & Webaccessor Account Follow Directions It's so easy, Mark and Brian do this live on the episode. Brian and Mark also want to give a very energetic and excited "Welcome Back!" to Shannon Hale who is returning to Salesforce as the new Prod

It's Thanksgiving time again here in the United States. It's the first big holiday to kick off the holiday season (unless you count Halloween) and a time to share what we are thankful for. Mark and Brian talk about what they're thankful for and share community members submissions. Show Overview 0:00 Last Time on WizardCast 00:48 Introduction 01:48 Terrible Joke, thanks Jeffrey Sbonik 02:28 Happy Thanksgiving, turkey football nap day! 03:20 What we're thankful for 03:52 Brian sells out 06:14 Give Thanks App! 07:12 Maggie Jolitz - Thankful for Support from Salesforce peeps 07:35 Anon - Thankful for spending time with family 08:02 Johan Yu - Thankful for a great boss & team 08:30 Meredith Stretz - Thankful for Salesforce Mentors like Steve Mo, Aine Johnson, and Spandana Medikonda 09:13 Kim McClure - Thankful for the Salesforce Ohana 10:04 Andy Boettcher - Thankful for being able to interact with people that share their passion for the platform 10:15 Elizabeth Davidson - Thankful for the Salesforce Ohana 10

As the cold days of November creep upon us and we fall slowly into the dreary days of winter, the WizardCast harkens back to warmer days. Days where the sun was hot, the leaves were green, and we sat down with the great Peter Coffee at MidWest Dreamin' Peter Coffee is the VP of Strategic Research at salesforce.com. He always has some delightful perspectives and stories that make you stop and think. I always walk away from a discussion with Peter both feeling smarter and dumber. It's a very unique experience. This is part 3 of our conversation with Peter Coffee. The first episode, The Fellowship of Peter Coffee WizardCast Episode 76 we talked about Salesforce Admins being the Stewards of Change. In our second episode, Experience Design with Peter Coffee WizardCast 78 we talked about experience design. In our third and final episode from our discussion at MidWest Dreamin' we are talking about Silo Busting. Silo Busting is an interesting - albeit violent - metaphor for breaking down the barriers at an organizati

It took us a while to return, but we're back from Dreamforce 2018! Mark and Brian explain just why it took us so long to get back and publish a new episode. Plus, we share our thoughts about Dreamforce this year. Finally, we dive into strategies for Salesforce Release Notes! Release notes are often over 300 pages long and are often ignored by Salesforce Admins and Devs. Mark and Brian share how they use the release notes and some short cuts they take to make those 300+ pages manageable. Once we're done talking about Salesforce Release Notes strategies we dive right into talking about some of the features in the Salesforce Winter 19 release.  Show Overview 0:00 Last Time on WizardCast 01:03 Introduction 02:00 Terrible Joke 02:35 Good to be back from Dreamforce 03:35 Our favorite part of Dreamforce 08:00 Why Mark Thinks this Dreamforce is Legendary 09:20 Dungeons and Dreamforce Winter 19 Live! 14:00 Salesforce Release Strategies 17:20 How Brian Kwong reads the release notes 19:11 HOw Mark Ross reads the releas

It's the last day of Dreamforce 2018. Mark and Brian managed to get together one last time to walk the Trailhead Zone at Moscone West. We talk to Andy Golden from Skuid about his terrible sense of humor. We chat to Jen Bowen, an attendee & my community group co-leader. We also had some run ins with Beth Breisnes , Jessica Murphy, Rachel Watson, Nate Lipke, and finally Stephanie Foerst & Rakesh Gupta from Automation Champion about Flow. Last, you may know that Brian wears a Wizard Hat and is known as Salesforce Wizard. Mark Ross is known as Salesforce Yoda but this year he didn't wear the yoda ears OR carry his little stuff yoda around. I'll like our loyal listeners to show their support for the yoda ears. Tweet to him, post on our website, post on our Facebook page and let Mark know you want to see him in Yoda ears! Tweet: @Markross__c Facebook: https://www.facebook.com/SalesforceWizard