Knowledge sharing session of the Salesforce Lausanne, Switzerland User Group about useful tools for Swiss companies and useful apps and chrome extensions for all Salesforce Administrators.
Speakers: Giuseppe Cardace, Ralf Roijakkers, John Sas, Madog Williams
2. Agenda
➢ Intro to Lausanne, Switzerland User Group
➢ Ralf & John: Nexellerators - Customizable Apps for Swiss companies
➢ Madog: IORAD - Walking Users through the steps
➢ Giuseppe: Useful Chrome Extensions for Salesforce Admins
3. Giuseppe Cardace
Group IT Manager @ Acrotec
16x Salesforce Certifications
(incl. Application & System Architect)
@gcardax
4. What is a User Group?
User Groups are local and virtual groups that meet live or
online about everything Salesforce, from being an
Awesome Admin, to non-profit and industries, Equality
and Women in Technology.
5. Have Fun & Share Success
Knowledge Sharing Networking
What is our mission?
Lausanne, Switzerland User Group
• Best Practices
• Highlights from new
releases
• Hands-on sessions
• AppExchange Use Case
Demos
• Meet other Salesforce
Users, Administrators,
Developers & Architects
• Speak up about day-to-day
challenges and share
learned lessons
• Share a dinner with like-
minded people
• Participate in challenges to
win Salesforce swags! ☺
• The more we grow as a
community, the more
successful we will be
6. Spread the word
Present a topic Lead a Study Group
How can YOU help?
Lausanne, Switzerland User Group
Share your experience on:
• Salesforce products
• AppExchange apps
• Useful Admin tools
30-45 minutes per meeting
• There’s no better way to
assess your understanding
of a topic than to explain it
to someone!
• If you know someone who
could benefit and would be
interested in this kind of
group don’t hesitate to
share our contact details
7. E-mail
Trailblazer Community Trailblazer Community Groups Events
Where to find us?
Lausanne, Switzerland User Group
Join the Chatter group on Trailblazer
Community to participate to group
discussions and vote for next topics:
Lausanne, Switzerland User Group (private)
Requires a Salesforce account
(could be from a free Dev org)
Bevy is now the new event management
platform for the community groups.
Register here to stay up-to-date on the
events:
https://trailblazercommunitygroups.com/salesforce
-user-group-lausanne-switzerland/
lausanne-ch-user@trailblazercgl.com
8. Customizable Apps for Swiss
companies
Swiss QR-Bill, Zefix (Commercial Register) integration & more
Lausanne, Switzerland User Group
16. | nexell.com
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Background - Timeline
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| nexell.com
▪ Swiss QR-Bill was launched on June 30, 2020
▪ Existing orange / red payment slips will be supported until September 30,
2022, and then removed from the market.
▪ QR-Bill will gradually replace the orange / red payment slips.
All Swiss businesses will have to adopt this new payment method.
17. | nexell.com
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QR-Bill Advantages
17
| nexell.com
▪ Quick & easy scan of the QR code
▪ One-click and payment is registered automatically
▪ No more manual typing of information, reducing errors
▪ Less manual work
▪ Payment via e-banking
▪ Payment via mobile banking
▪ Payment by mail
19. | nexell.com
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Nexellerator Swiss QR-Bill - Overview
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| nexell.com
▪ Built natively on the salesforce.com platform
▪ No external Accounting or ERP tools needed, but can be connected if desired
▪ Adapts to your data model
▪ Single object or multi-object data sources possible
▪ Single or mass template generation possible
▪ Multilingual & Multicurrency dependencies possible
▪ Adapt to any CI (Corporate Identity)
▪ Output as PDF or editable MS-Word
▪ File saved in salesforce
20. | nexell.com
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Nexellerator Swiss QR-Bill - Prerequisites
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| nexell.com
▪ Salesforce.com Platform, EE (Enterprise Edition) or higher
▪ Document generation capabilities (Titan is recommended)
▪ Nexell customization services to adapt the solution to client’s specific needs and
data model
32. Fast Tutorials for any web based app including
Salesforce
Chrome extension
https://chrome.google.com/webstore/search/iorad?hl=en
Also available on Firefox and Edge
34. Benefits
❖ Free version
❖ Speed
❖ Ease of Use
❖ Data Masking in tutorial
❖ Rapid sharing
➢ Public
➢ Private
$
X
35. Web app
Imagine if you had to do PowerPoint of the 26 steps in a process.
https://ior.ad/7DZ1
36. Desktop version for
Mobile
❖ https://ior.ad/7DYS
1. Launch desktop version
2. Screen share
3. Click on Desktop when
performing actions on each step
on phone
Free screen sharing
https://letsview.com/
40. Useful tools for Salesforce Admins
1. Salesforce Inspector (100k+ users)
2. ORGanizer for Salesforce (40k+ users)
3. Salesforce DevTools (20k+ users)
4. Salesforce Lightning Inspector (50k+ users)
5. Salesforce Advanced Code Searcher (40k+ users)
My top 5 Chrome extensions
41. Salesforce Inspector
1. Quickly find / log-in as users
2. Import / Export data in different formats (CSV/XLS/JSON) using a simple SOQL
query editor with autocomplete → save frequent queries
3. Dashboard to Monitor Org Limits
4. Download / Backup Org Metadata
5. Explore sObjects definitions & APIs
Key features
42. ORGanizer for Salesforce
1. 1-click login (Save your credentials in the extension → very useful for Consultants)
2. Query Editor with autocomplete → save frequent queries (“V.I.Q”)
3. Enhanced Formula Editor with auto-indent (Ctrl+i) and autocomplete (Ctrl+Space)
4. Adds “Select All” options when editing Field Level Security
5. Colour-code and tag your org tabs to avoid changing things in the wrong Org
6. Mass editor for Profile Login Hours
7. Changeset Helper (e.g. save frequent metadata deployments as templates)
Key features
43. Salesforce DevTools
1. Export Object definitions to Excel (great for documentation and check-up)
2. Query Editor with GUI, autocomplete and export to Excel
3. Show Field API Names on page layouts
4. Quickly jump to relevant configuration pages and docs
5. Generate Entity-Relationship Diagrams (ERD)
Key features
44. Salesforce Lightning Inspector
1. Track event firing and handling sequences (useful to debug LWC and Aura components)
2. Identify performance bottlenecks by looking at a graph of component creation time
3. View server-side Actions executed on Salesforce
○ Manually override action response messages to test exceptions in your components
Key features
45. Salesforce Advanced Code Searcher
1. Quickly search for keywords within Apex code (e.g. check where a field is referenced)
2. Code Coverage overview (check code coverage by class, filter poor coverage classes)
3. Static Code Analysis Apex Code with PMD and Lightning Linter
(check if your orgs code is applying best practices)
4. Online editor for Lightning Web Components (LWC)
5. Get record details (see and edit all record fields)
Key features