Salesforce Trails and Trials
Helping Salesforce pros start, elevate, and maximize their careers.
Episodes
January 21, 2025 • 50 mins
This podcast episode of "Salesforce Trails and Trials" features Jeff Loven, a Salesforce professional, discussing his career journey. Loven details his transition from a 17-year career in church leadership to a successful role in the Salesforce ecosystem. He emphasizes the importance of both technical skills acquired through programs like Talent Stacker and soft skills developed through the People First Academy, DevPod for Salesfo...
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January 14, 2025 • 47 mins
Salesforce executives seeking qualified partners must prioritize those with strong communication, project management, and stakeholder engagement skills. Look for partners who emphasize continuous deployment, use artifacts like test plans for clarity, and engage front-line employees to align solutions with real-world needs. The best partners model collaboration, invest in intangible skills like leadership and problem-solving, and fo...
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December 24, 2024 • 51 mins
This episode of Salesforce Trails and Trials explores crucial soft skills and emerging trends in the Salesforce ecosystem. The hosts, Jon and Erik, begin by discussing the impact of proximity in virtual communication, emphasizing the need to be mindful of personal space on video calls. They then delve into a project anecdote highlighting the importance of explicit communication and avoiding assumptions, using the example of a visua...
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October 23, 2024 • 50 mins
This episode of the "Sales Force Trails and Trials" podcast offers advice on acing a Salesforce job interview by leveraging soft skills. The hosts emphasize the importance of thorough preparation, including researching the company and its goals. They suggest demonstrating tenacity by showcasing problem-solving skills and a commitment to overcoming challenges. Finally, the hosts recommend highlighting emotional maturity by demonstra...
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August 23, 2024 • 29 mins
This episode explores if a Salesforce career is right for you. The Salesforce market is growing but is becoming more competitive. The episode emphasizes the importance of soft skills, such as communication and leadership, in addition to technical expertise. To evaluate if this career path is a good fit, listeners are encouraged to consider their learning style, comfort with change, and preferred work environment. The episode highli...
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This podcast episode, hosted by two Salesforce architects, focuses on the importance of intangible skills for success in the Salesforce ecosystem. They discuss the impact of AI on the industry and how Salesforce Ben is releasing an article addressing the high rate of project failures due to non-technical reasons. Citing the FoxMeyer Drugs case as an example of a project failure, they stress the importance of involving all stakehold...
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March 13, 2023 • 49 mins
Zachary Pals, a philosophy major, unexpectedly found a fulfilling career in the Salesforce ecosystem. After moving to Los Angeles and working various jobs, he connected with John Klein through a chance encounter while moving a couch. Jon introduced him to Salesforce and Trailhead. Zachary initially balanced Salesforce work with bartending, but eventually committed fully to Salesforce, joining Jon's Salesforce Experience Academy and...
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February 18, 2023 • 56 mins
This episode of Salesforce Trails and Trials celebrates the podcast's one-year anniversary. The hosts, Jon and Erik, discuss the exciting new features in Salesforce for Slack, enabling seamless integration and workflow automation. They emphasize the crucial role of clear org ownership, highlighting the pitfalls of expecting functional users to handle Salesforce administration and the risks of unclear code responsibility. Finally, t...
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March 22, 2022 • 43 mins
This podcast episode, titled "Overcoming the Dev-First Mindset in Salesforce: Why Configuration and Clicks Beat Code in Most Business Applications", features a discussion between two Salesforce architects about the drawbacks of approaching Salesforce implementations with a developer-first mindset. They argue that while custom coding offers flexibility, it often comes at the cost of maintainability, upgradeability, and the ability t...
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January 18, 2022 • 49 mins
This podcast episode of Salesforce Trails and Trials opens with a cautionary tale about an untrained system administrator who accidentally deleted all the list views in a Salesforce org. The hosts emphasize the importance of limiting the number of system administrators and using delegated administration to reduce the risk of such incidents. The conversation then shifts to development best practices including the use of Salesforce F...
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November 9, 2021 • 63 mins
This podcast episode focuses on the importance of User Acceptance Testing (UAT) in Salesforce projects. The hosts emphasize that UAT offers freedom for both consultants and clients by promoting accountability, ensuring successful outcomes, and exceeding expectations. The conversation also explores technical aspects of Salesforce, such as the Metadata Dependency API, the retirement of Workflow and Process Builder in favor of Flow, a...
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September 27, 2021 • 51 mins
This interview features Tyler Cobbett, president of Sales Team Performance Incorporated, as he shares his career journey with Salesforce architects John and Eric. Starting from humble beginnings in the mailroom and as an intern at IBM, Tyler discovered his passion for understanding business problems and finding software solutions. He transitioned from sales to consulting, recognizing the importance of empathy and communication skil...
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August 18, 2021 • 55 mins
This podcast episode features a conversation between two Salesforce professionals who share their recent experiences and insights. One speaker describes using Google Translate's camera feature to navigate language barriers while traveling in Mexico. The other speaker highlights a valuable flow validation tool from UnofficialSF that helps anticipate errors. They discuss early career lessons about navigating workplace dynamics and th...
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July 10, 2021 • 50 mins
This podcast episode of Salesforce Trails and Trials features two Salesforce architects discussing their recent wins and woes. One architect learned about the benefits of using dynamic forms for record layouts, particularly for standard objects. The architect discovered a flow component on UnofficialSF that enables the use of dynamic forms on standard objects. The other architect recounts an experience that highlights the importanc...
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This episode of Salesforce Trails and Trials offers valuable tips for Salesforce admins. The hosts, two Salesforce architects, discuss the benefits of DevPro Sandboxes for tracking changes and introduce the upcoming DevOps Center, emphasizing the importance of aligning admin and developer workflows. They offer a clever trick to uncover unacknowledged modifications in sandboxes before refreshes, leveraging user behavior to surface u...
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This podcast episode features two Salesforce architects discussing their recent experiences and insights. They highlight the benefits of using UI design tools to improve communication and development processes. They also delve into the capabilities of second-generation packaging, emphasizing its usefulness for partners, admins, and even users beyond app exchange development. The architects then offer a cautionary segment on the pot...
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This episode of Salesforce Trails and Trials explores the unintended consequences of deactivating a Salesforce user and emphasizes the importance of using the mass reassignment tool before deactivating users to avoid making opportunity records read-only and disrupting integrations. The hosts also delve into enterprise Apex patterns and highlight the benefits of using custom settings to create a preference pane for managing Apex cla...
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April 6, 2021 • 41 mins
This Salesforce Trails and Trials episode features two architects sharing practical tips and inspiring insights. They discuss leveraging Einstein bots for efficient automation, such as collecting employee vaccination proof via text and OCR. They highlight using scratch orgs for compelling client demos with various Salesforce clouds. They caution against carelessly changing field names, emphasizing potential downstream impacts on in...
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This episode of Salesforce Trails and Trials explores the unforeseen consequences of simple Salesforce actions, like changing picklist values, emphasizing the need for governance and change management. The hosts then delve into their individual areas of excitement: one exploring the "Right to Repair" movement's potential societal impact and the other highlighting Salesforce's role in vaccine distribution. They also share sources of...
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December 14, 2020 • 57 mins
This Salesforce Trails and Trials podcast episode features Salesforce architects discussing recent innovations and experiences. One architect highlights the power of flow for automating complex business processes, as demonstrated in two field service projects. The discussion emphasizes the importance of migrating to Salesforce Lightning for enhanced user experience and access to new features. The architects also delve into the pote...
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