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๐Ÿ‡ฎ๐Ÿ‡น Salesforce Sidekicks EPISODE 5: Dare vita alla propria idea – L’esempio di ORGanizer (parte 2)

โ„น๏ธ Di cosa si tratta? / What’s this all about? Salesforce Sidekicks

Continua il racconto sul quando, come e perchรจ Enrico ha partorito l’idea dell’ORGanizer ๐Ÿค“ (se non l’hai ancora fatto, ascolta l’episodio precedente ๐Ÿ”™).

In questo parte tratteremo anche il tema del fallimento ๐Ÿ˜’ (citando il lavoro di Francesca Corrado) e su come esso sia, a differenza di come si possa pensare e solo se sfruttato nel modo corretto, una fonte importante di stimoli per migliorarsi e andare avanti ๐Ÿƒโ€โ™‚๏ธ.

Buon ascolto ๐Ÿ‘‚!

Volete aiutarci a riattivare la Ohana Community d’Italia? Entrate nel workspace Slack e facciamo community!

Link alle risorse:

  • Modern Wisdom – https://chriswillx.com/podcast/Lean startup
  • Partire Leggeri (Erik Ries) – https://amzn.to/3HTsWVM
  • Fallimento รจ rivoluzione (Francesca Corrado) – https://amzn.to/48dU8Jq

ORGanizer for Salesforce – New Release

Dear ORGanusers ๐Ÿ’™,

in the next release, currently under testing ๐Ÿค–, an important update will impact the License Verification procedure that you can achieve from the “Options” page on the “PRO” tab, only if you are on paid tier.

You won’t be required to have a synced user on your browser or use Google Authentication to validate your email address anymore, but you’ll simply be required to input your email address and license key to start the validation process: this is a more reliable and easy way to handle your licenses, making the process absolutely smooth! ๐Ÿ˜Ž

๐Ÿšจโš  Once the release will be live you’ll be required to remove your current license and validate it again โš  ๐Ÿšจ

So don’t panic if you’ll temporary see your ORGanizer unlicensed! ๐Ÿ˜ฑ

NOTE: this update won’t be available to Firefox users at this moment, sorry guys but Firefox has so many problems that its version will stay behind for a while ๐ŸฆŠ

๐Ÿ“œ The golden rules ๐Ÿ‘‘

  1. You need to validate your license on each browser or browser’s profile you use the license with (if you use Chrome and Edge, you need to validate both, if you use Chrome with many profiles, you need to validate each profile, more or less the same happens now)
  2. The validation process sends a validation email to your licensed email, so you need to have access to your email address and use the provided code to activate your client (you better check your spam folder)
  3. There is a limit on the number of active clients that you can activate with a license (this number depends on the license type, details will be given shortly), but you can deactivate a client to make room for your new client (that’s why you’ll be able to add a Client Name to each client so to point the right client in deactivation)
  4. There is a cooldown for client deactivation (whose duration depends on license type as well) that prevents you from deactivating clients like a crazy ๐Ÿ˜ต

This is how things will change ๐Ÿคฏ

The “PRO” tab in the “Options” page (right click on ORGanizer icon and select “Options”) will show new fields:

  1. Client ID (identifies your client, i.e. each browser and browser’s profile you have ORGanizer installed will have its own ID, you cannot change it and please don’t try to do it, it will simply invalidate your client license) and Client Name (as said, you can update this value to clearly identify a client)
  2. Licensing section where you have to set license key and email address as delivered by Gumroad licensing service (your purchase confirmation email, as usual)

When you start a new validation process, you’ll receive the following message:

This is the email you’ll receive (again, check on your SPAM folder):

Now you need to simply copy/paste this code on the activation code on the “Activation Code” field that pops up:

If you reach the max number of active clients you’ll be shown a popup with the details and the list of currently active clients (you decide which one to deactivate, considering the cooldown period):

If you need more details send me a message using the support form.

Have a great day pals!

With ๐Ÿ’™

Enrico

ORGanizer Connector: create your personal Salesforce credentials hub! ๐ŸŽฏ

๐Ÿ“ฃ It’s with great pleasure that I’m announcing that ORGanizer Connector has successfully passed the AppExchange security review and it will soon be publicly listed it’s just been publicly listed!

What’s ORGanizer Connector?

ORGanizer Connector is a free AppExchange app that can be freely installed on any org type (production, sandbox or developer edition).

The app usage is really simple:

  • manually create Backup records that contains one or more credentials (Backup Items) whose secrets (password and token) are encrypted with a key stored in the main Backup record (which only who has access to the record can get)
  • massively import ORGanizer for Salesforce backups to automatically create Backup records using ORGanizer for Salesforce backup files
  • Each Backup can be shared using Salesforce standard sharing model, so org users can see only the record they are allowed to access and nothing more (we suggest a Private sharing model extended with sharing rules or manual sharing)
  • The package exposes a couple of REST APIs to let external applications integrate
    • By having access to a Backup record, you can use the Send Secret by Email button to receive the encryption secret by mail: this secret will be used to decrypt the secrets using the Reveal Password & Token button on the Backup Item record or using the ORGanizer for Salesforce native integration (for Full PRO and Team users only), or creating your own integration following the Github repo example

Is it really free?

The app is absolutely free ๐Ÿ‘Œ

If you want to use the ORGanizer for Salesforce native integration you need a Full PRO or Team license, though, but for companies it can be a life saver!

How do you use ORGanizer Connector integration?

It’s easy as 1,2,3:

  1. Install the package on your org (๐Ÿ‘‰ AppExchange Link)
  2. Open the Options page (right click on ORGanizer icon and select Options)
  3. Select the Import/Export tab
  4. In the ORGanizer Connector (PRO) section select a connection (i.e. a login already stored on ORGanizer that lets you login to the org where ORGanizer Connector is installed…I suggest using an OAuth login)
    • Provided org can be a production org, a sandbox org or a Developer Edition org, no limitations!
  5. Select a Backup record and click the Get Backup button
    • Remember: you need to get the Backup’s Secret using the Send Secret by Email button on the Backup record
  6. Select the logins you want to be loaded into ORGanizer for Salesforce extension
  7. Select a login group already on your extension or create a new one and click the Import Logins button
    • If you import a login that is already on ORGanizer (username is the unique key) the login will simply be updated with the new passoword and token

Have a look at the video below to have a glimpse of how simple is ORGanizer for Salesforce’s Connector user experience:

When will ORGanizer Connector be available to install from AppExchange?

UPDATE: The package has just been listed and is available from this ๐Ÿ”— AppExchange link.

We hope to be ready to publish the listing within Christmas 2022 alogn with an updated version of ORGanizer for Salesforce extension that will enable the native integration for PRO users.

What if I need more details?

Contact me:

[ORGanizer] Giraffe release is live: few steps closer to release 1.0!

More then 3 months from the last Reindeer Release say hello to the ORGanizer for Salesforce Giraffe Release (0.6.8.4).

Why a Giraffe, you ask?

Like a Giraffe points its head up to the sky, the Giraffe Release points toward release 1.0, when we’ll finally go out of beta, closing an almost 3 years old path since its first release 0.1 in September 2016.

I’ve worked a lot on stability and bug fixing in these months, reviewing tens of issues and suggestions, provided by my beloved ORGanusers who support my day by day work.

A brand new sponsor

It’s also a pleasure to introduce you to our next sponsor NativeVideo for the next months, starting from the current release!

Founded in London in 2018, NativeVideo is on a mission to bring businesses and people closer together with the power of Video.

NativeVideo is the platform that, once installed from the AppExchange, enables video recording and browsing as a native functionality inside Salesforce.

The company has already released two “extension packages” that customise the solution to 2 specific use cases:

  • LeadGenVideo demand generation / deal nurturing thanks to video messages that include both classic webcam video recording and screen recording
  • TalentVideo designed for those companies that use Salesforce for their recruitment and adds video interviews to the process, with a very well designed workflow and collaboration features.

NativeVideo customers have customised the NativeVideo platform and the use of Video to their needs on other use cases, like Service – screen recording sent by the service representative to answer questions and solve bugs, CPQ – a walkthrough screen recording video where the offer is explained when it is sent to the customer, Customer feedback / testimonial – inviting customers to answer a few questions on video to provide feedback on the service and results they are receiving, and many more.

Jump to NativeVideo landing page to say hello and thank them for helping the ORGanizer to keep the hard work going!

What’s new with the Giraffe?

First we have new consolidated limits for logins storage:

Approaching to release 1.0 the number of logins that can be stored with the free edition of the ORGanizer will gradually decrease. The number of logins will be limited in the free edition but all the other features will always be kept free.

Pro version can be purchased from the Chrome Web Store and now using Promo Codes (only available on Chrome version as of now):

A promo code is strictly related to the user email address and has an expiration date, and conveys the same enhanced limits of the Pro version in-app purchase.

Why a promo code?

To allow companies to mass purchase ORGanizer licenses or for promotions or free trials.

New permissions required

The following permissions are now required:

  • Know your email address: needed to get your email address for Promo Code verification (your email address is never sent to anyone but only used to validate your codes, if any)
  • Read and change data on a number of websites:
    • force.com, salesforce.com, visualforce.com, documentforce.com, salesforce-communities.com: main Salesforce domains
    • organizer-api.enree.co: Promo Code verification endpoint. This endpoint is called only after Promo code validation (if any)

And more and more enhancements and bug fixes

Read the change log for the whole list of what’s inside this new release, and see you in the next release!

This blog has been verified by Rise: Rb4a7093bc3979124c781aae186805e25

[ORGanizer] Reindeer release: cool new features and a special gift from The Welkin Suite

The ORGanizer for Salesforce Reindeer Release is finally live!

Thanks to the guys of The Welkin Suite we have a special gift for all ORGanusers: an amazing 40% discount if you start a subscription from within the TWS ORGanizer’s banner! 

To discover how to get it, follow this post!


The Welkin Suite 40% discount

Before discovering all the new features of the Reindeer Release v0.6.8.0 let’s see how to get the 40% discount for The Welkin Suite subscription.

Make sure you have the latest ORGanizer for Salesforce version (right click on the ORGanizer icon > Manage Extensions):

Now click on the ORGanizer for Salesforce icon to show the Popup page and identify The Welkin Suite banner:

Click it and the promo code will be automatically added to your basket on the Welkin Suite site!

If you have purchased ORGanizer PRO, drop me a line using the support form, I’ll send you a dedicated promo code.

Reindeer Release new features

New PRO license limits

If you purchased a PRO license (available only on Chrome version) you’ll now get increased storage limits:

That is you can store up to 2000 logins (sync or not) and up to 1000 sync logins: the Beta limits are 200/150, but the free tire limit will get lower once the ORGanizer gets out of Beta!

Profiles Chamber

Want to massively change profiles? With the Profiles Chamber plugin you can!

In this release the plugin only supports Login Hours massive update with different options and the chance to create templates for a given Org).

You can choose multiple profiles and days to update and then apply changes (by deploying in your ORG): only the Login Hours data is actually pushed.

For detailed info about the Profiles Chamber follow this link.

Replace API names refactoring

The Replace API Names plugin has been completely rewritten to give consistency between Classic and LEX:

The API name is now shown directly next to the real label: few bugs has also been fixed (e.g. misbehavior with fields with the same label).

[ORGanizer Sponsorship Program] Panaya joins the ORGanizer sponsors family

 

#SalesforceOhana greet our brand new ORGanizer sponsor Panaya!


Panaya - A powerful solution for admins and developers to understand the scope and impact of planned changes and ensure risk free Salesforce deployment


Admins and developers with complex orgs, lots of custom and third-party components, and their related inter-dependencies, struggle to understand the scope and impact of planned changes.

With Panaya Release Dynamix gain a full view of change dependencies and usage statistics so that you can understand the impact of all code developed before going to production.

With automatically generated tests, based on an analysis of the chosen components and a list of related testing entry points, Release Dynamix for Salesforce helps to ensure safe deployment to production.

Panaya will keep company to you in the next months on the ORGanizer main page.!


If you are interested in joining the program, leave a message on the ORGanizer Sponsorship Program form.

May the Force.com be with you all!

[ORGanizer Sponsorship Program] AutoRABIT joins the ORGanizer sponsors family

 

Give your warmest #SalesforceOhana hugs to AutoRABIT, our brand new ORGanizer sponsor!


AutoRABIT is the best application release automation (ARA) tool for Salesforce. It is at the center stage in the Salesforce ecosystem today for its advanced and comprehensive features. It enables continuous integration and delivery by providing fast, simple, and secure end-to-end automation across Salesforce implementations.

In todayโ€™s fast-paced world, organizations are under an increasing pressure to run their entire release cycle faster. They must optimize their delivery chain and deploy at the speed of digital and with higher quality. AutoRABIT offers automated metadata deployment, version control integration, advanced data loading, org and sandbox management, test automation, and reporting. It drives business agility and helps enterprises achieve higher release velocity (days instead of weeks/months) & faster time-to-market. AutoRABIT helped 50+ Fortune 1000 companies with effective solutions and improved application release times by as much as 55%.

For further information, contact us at [email protected]. One of our Salesforce experts will get in touch with you soon.

AutoRABIT will keep company to you in the next days on the ORGanizer main page…and hopefully more than this!


If you are interested in joining the program, leave a message on the ORGanizer Sponsorship Program form.

May the Force.com be with you all!

10k You! ORGanizer for Salesforce reached 10,000 active users!

 

In less than 2 years the ORGanizer for Salesforce Chrome & Firefox Extension reached more than 10,000 active users, and there is no way to stop it!

It’s an incredible goal and I’m so proud to help Salesforce users/devs/admins life day by day!

We’ve made a new T-shirt design (thanks to my dear friend Davide D’Annibale) on the ORGanizer Swag store to celebrate this event!

Support the #BestSalesforceExtensionEver with:

We want numbers!

Main stats are being collected since August 2017:

  • 2M+ times popups has been opened
  • 2M+ total events triggered
  • 1.3M+ logins done with the ORGanizer
  • 70k+ credentials stored

Since middle of May 2018 (when the ORGanizer Sponsorship Program started):

  • 55k times the ORGanizer button has been pressed
  • 33k Quicklinks opened
  • 2k sponsor banners has been clicked

This is a worldwide success!

Sessions all over the Earth

U.S.A. counts the most sessions!

And English is the most used language!

I cannot be happier and more proud for this awesome goal and the support from the community has been priceless!

I wanna “10k You” all guys, thanks for bringing the ORGanizer for Salesforce into your lives!

I wanna thank again Davide D’Annibale for his precious help on the graphics part and for realizing this amazing “10k You” image!

Let’s meet again at 100k!

[ORGanizer Sponsorship Program] Merlin Guides joins our trailblazing sponsors

 

Today for the next month Merlin Guides joins ORGanizer’s trailblazing sponsors!

Merlin Guides stops your team from making mistakes in Salesforce. By guiding your team, step by step, inside of Salesforce with your interactive guides, your team will know your exact process and exactly the information they need to fill out. Every guide is created in minutes (by just doing the process once yourself) and they are completely custom to your team – your process available whenever the team needs it.

We’re the only solution available in the AppExchange that supports guides that work inside and outside (Bazaar Voice, Asana, Jira…etc) of Salesforce, so we’re great for the complex processes your customer support & sales teams have to go through.

Merlin decreases mistakes, increases adoption and improves your data – by scaling the best training in your company in the best possible way.

Find out more!

Merlin Guides will keep company to you in the coming month on the ORGanizer popup page…and hopefully more than this!

Click the link and find out their incredible service!


If you are interested in joining the program, leave a message on the ORGanizer Sponsorship Program form.

May the Force.com be with you all!

[ORGanizer Sponsorship Program] The Welkin Suite in the heart of ORGanizer

 

Standing ovation for The Welkin Suite, new ORGanizer sponsor for the next month!

We are proud to say that we are the only one-stop tool for Salesforce that effectively removes the pain and greatly speeds up work for Configuration, Administration, and Development.
Our informative design and Intuitive usage allows easy access to sObjects, Field usage reports, FLS editing, inspectors for Fields and layouts, abilities to clone Fields, easy deployments and Org comparison, SOQl, and more. Plus code development for Apex, Lightning, Visualforce, and tools for managing Debugging, Governor Limits, Code Coverage, test running and the list goes on.

The only powerful tool for both Salesforce development and administration– with tools for Apex/Lightning/Visualforce/Declarative Development, and for managing Debugging, SOQL Queries, FLS, sObjects, Governor Limits, Code Coverage and much more with its 100+ features

The Welkin Suite will keep company to you in the coming month on the ORGanizer menu button…and hopefully more than this!

Click the link and install their amazing IDE!


If you are interested in joining the program, leave a message on the ORGanizer Sponsorship Program form.

May the Force.com be with you all!

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