sf_school_hard_knocks

Andrew.Nerney@zPaper.com
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ANDREW NERNEY
zPaper Ironman and Implementation Engineer
zPaper:Fax routing and production of faxes and secure
email
zPaper:Forms interactive forms
zPaper:Mobile unleashes apps and teams with minimal
development

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Tropical Paradise (vs Safe Harbor)
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of zPaper, inc. could differ materially from the results expressed or implied
by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including
any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding
strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services
or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality
for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results
and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated
with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history,
our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer
deployment, our limited history reselling non-zPaper products, and utilization and selling to larger enterprise customers. Further information on
potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent
fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important
disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Ask us.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. zPaper, inc. assumes no obligation and does not intend to update these forward-looking statements.
Now sit back and enjoy a blue sky ride through the zPaper tropical paradise…..

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SALESFORCE SCHOOL OF HARD KNOCKS

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Things I Learned the Hard Way
Salesforce Administrator Best Practices
Back Up Your Own Work
 Change Sets and Packages
Protecting Integrated Fields
Workflow Analysis
 Workflow visualization tool – open source

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Administration Scheduling Best Practices
Best Practices for Salesforce.com Administrators
(Taber, David. CIO.com, September 18 2014)
Ad-Hoc Administration Activities
Weekly Administration Activities
Monthly Administration Activities
Quarterly Administration Activities
Annual Administration Activities

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Back Up Your Work!

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Back Up Your Work!
Best practice: use Eclipse or Force IDE to back up metadata
Quick backup: use a Change Set or a Package
What you will need:
 Create and Upload Change Sets rights
 Create AppExchange Packages rights
 Upload AppExchange Packages rights

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Back Up Your Work!
Back up metadata with a Change Set
 Create a Change Set
 Extract the metadata XML

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Back Up Your Work!
Back up metadata with a Package (Managed or Unmanaged)
 Upload package to App Exchange
 Some elements cannot be uploaded, such as Workflows with Time
Triggers
 URL stays active if sandbox is refreshed
 Save the URL!!!!! Save it outside of Salesforce

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AN OUNCE OF PREVENTION IS WORTH….
Rekeying code or data is NOT a best practice

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Protect Integrated Fields
A 'rose' doesn't smell as sweet if it's renamed to 'flower'.
Excel and other external apps need protection too!

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Protect Integrated (externalized) Fields

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Best Practices: Documentation and Communication
Quick and Dirty Trick: use a formula
Protects from field deletion, field type changes
Does not protect from field API name change

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Sample formula syntax
Patient_Name__c & ", " & - lookup
Description__c & ", " & - text, formula, phone, email, URL
TEXT(Date__c) & ", " & - date field
TEXT(Total_Requested_Encounters__c) & ", " & - number, percentage
TEXT(Contribution_to_Deductible__c) & ", " & - currency
TEXT (Stage__c) & ", " & - picklist
IF( Medicare_Referral__c , "Medicare True", "Medicare False") & ", " & - boolean
IF(ISBLANK(zMultilselectSample__c), "Mutliselect Picklist Blank", "Mutliselect Picklist Not Blank") – multiselect
picklist

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Sample formula output

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User gets an error when deleting field or changing the type

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More in-depth trick: use an Inactive Apex trigger
Protects from field deletion, API name change
Does not protect from field type change
Requires Apex test class
Must be written in a sandbox then deployed to production

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Protect Integrated Fields – Inactive Trigger
trigger zFieldGuard on EOC__c (before delete) {
/*
This trigger contains a list of fields used by the zPaper application. The purpose of this trigger is to prevent fields that are
referenced by zPaper from being deleted or modified. If you are attempting to delete or modify a field and are getting an error
message that leads to this trigger, then the field is used by zPaper and should not be changed. If you need to delete or modify the
field, please coordinate your efforts with zPaper Support. Open a case at https://www.zpaper.com/support/, email us at
support@zpaper.com, or call us at 770-643-9297 option 2. This trigger does not modify the data in Salesforce.com in any way.
*/
//get the recordset of records being deleted
Set<ID> ids = Trigger.oldMap.keySet();
//compile a list of fields that we don't want other users to delete or rename
list<EOC__c> fieldList = [select Id, Patient_Name__c, Description__c, Date__c,
Total_Requested_Encounters__c, Contribution_to_Deductible__c, Stage__c, Medicare_Referral__c,
zMultiselectSample__c FROM EOC__c WHERE Id IN :ids];
//when we writing a unit test, be sure to use the ASSERT methodology
}

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ONE WORKFLOW IS SIMPLE BUT REAL LIFE ISN'T
Restoring things that are poorly documented can be a "career decision"…

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Workflow Analysis

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Workflow Big Picture

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Workflow Analysis
Free and open source tool to create workflow diagram
What you will need:
 draw.io – free flow chart tool
 Create and Upload Change Sets rights
 Create AppExchange Packages rights
 Upload AppExchange Packages rights
 Don't forget your security token!

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Workflow Analysis Steps
What we will do:
Create a change set containing all workflow elements
Extract the XML from the change set
Convert the XML to draw.io format
Upload to draw.io
Polish the drawing and save as PDF, etc

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• Create a change set and add all Workflow Rules, Email Alerts,
Field Updates, Outbound Messages, and Tasks. DO NOT
upload.

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• Log in to Salesforce through the Metadata Download
• Enter your credentials and then download the ZIP file

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• Extract the ZIP file contents
• Open the .workflow file of an object and copy its contents

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• Open the Workflow to Draw conversion page
• Paste and convert the XML

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• Upload the XML to Google Drive (Drive is not required but this
is the easiest method)
• In Google Drive, open the file using draw.io Pro

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• In draw.io, cut chop and edit as you see fit

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Workflow Analysis Links
Metadata Download link:
https://demo.zpaper.com/zworks/SF_MetaData.jsp
Convert to draw.io format link:
https://demo.zpaper.com/zworks/workflowToDrawIO.jsp
Project repository on GitHub:
https://github.com/zpaper-com/salesforce-workflow-demo

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Notes and Links
Workflow Analysis Tool on GitHub
https://github.com/zpaper-com/salesforce-workflow-demo
Workflow Metadata download link
https://demo.zpaper.com/zworks/SF_MetaData.jsp
Convert to draw.io format link:
https://demo.zpaper.com/zworks/workflowToDrawIO.jsp
Best Practices for Salesforce.com Administrators on CIO.com
http://www.cio.com/article/2685352/customer-relationship-management/best-
practices-for-salesforce-com-administrators.html

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Read the CIO Article
Back up work and protect integrated fields
Review workflow visualizer from GitHub
Some Ideas:
 Link labels to Salesforce.com screens
 Float over details
 Interactive flowchart
Monthly Chromecast giveaway to best improvement
Next Steps & Questions

sf_school_hard_knocks

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