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  1. Automate Personalized Marketing Emails in Salesforce

    Engage prospects with personalized email without dedicating more time and resources to the task. Marketing teams are often tasked with achieving more with less. In recent years we've seen a huge push for personalized content to drive customer engagement across multiple marketing channels. This is quite a bit to accomplish, and teams often face this challenge with limited resources and technology. The email marketing channel has been a particularly difficult channel for marketers to tackle. They have an opportunity to tailor messages for each customer segment, but this level of customer segmentation and content customization isn’t simple for many marketing teams. There are too many manual steps involved. That’s why automation is so critical. You can leverage Salesforce Marketing Cloud to automate list segmentation, personalization, and personalized email delivery. We discuss how through a detailed step-by-step process in our white paper below. Please complete the form to receive the whitepaper: Trouble with this form? Click here. The post Automate Personalized Marketing Emails in Salesforce appeared first on Soliant Consulting. Afficher la totalité du billet
  2. Marketing teams are often tasked with achieving more with less. I have seen small marketing operations teams try to both make a BIG revenue impact across multiple marketing channels, digital or otherwise, while simultaneously engage customers at relevant touchpoints. This is quite a bit to accomplish, and teams often face this challenge with limited resources and technology. One area, in particular, has grown significantly in the past decade – the email marketing channel. As a direct link to customers, marketing teams have an opportunity to tailor messages for each customer segment. Staying current and top of mind with customers along the spectrum of relevant events in their lives — such as birthdays and anniversaries — is of paramount importance to retention, future acquisition, and growth. Unfortunately, this level of customer segmentation and content customization isn’t simple for most small marketing teams. There are too many manual steps involved. Enter Marketing Cloud Automation That’s why automation is so critical for marketing. Small teams can leverage the power of the Salesforce Marketing Cloud to automate email delivery at relevant touchpoints without having to construct audiences and send email daily. In my white paper on Marketing Cloud Automations, I’ll be sharing how to leverage CRM data in the Marketing Cloud to achieve your goals. In the next few weeks, I will share a made-up but relevant stylized example to explain how we could achieve this. For the sake of simplicity, I’m going to use birthdays as the life event in question, something everyone can understand and readily identify with. Automation Requirements Our requirements will be as follows: Send email daily at a scheduled time to customers whose birthday is today Source the customer list from the Sales Cloud automatically & daily prior to sending the email. No marketing team intervention should be needed to assemble the audience. Send an email to the customer from the owner of the contact in the Sales Cloud. For example, as a customer, I’d receive the email from the specific point of contact I’ve been working with. Personalize the email content with the customer (name, etc.) and the owner of the contact in Sales Cloud (name, email, professional details, etc.) Ideally, contact owner details to be appended to the audience just-in-time prior to sending email without marketing team intervention Filter audience based on additional attributes just-in-time prior to sending email See email tracking data on the relevant contact in Sales Cloud Next Steps I’ll divide the solution of marketing cloud automation into three parts: Assembling the Audience Packaging Email Content Automating Imports, Sends and Tracking Success Each week for the next four weeks, I’ll be posting a new part of the white paper. Make sure to come visit the Soliant blog next week to get the next chapter on assembling your audience! Download the Full White Paper Can’t wait until I release the next part of the white paper next week? You can download the full white paper on marketing cloud automation here: Get the Marketing Cloud Automation whitepaper The post More Connections, Less Effort: An Introduction to Marketing Cloud Automation appeared first on Soliant Consulting. Afficher la totalité du billet
  3. Over a week later, and I’m still on the high of speaking at FileMaker DevCon – no time travel necessary, as it’s vivid in my memory! It felt like just yesterday that I was testing my demo file on repeat, making sure that each example was ready to show on the big screen. And then came the time to stand up in front of a crowd and share things I’m passionate about: FileMaker, empathy, and interface. My session focused on ways to get the right answers from your users, where I showed User Interface (UI) tips and tricks. The FileMaker platform is one of the best tools out there for improving and extending your business and the way you manage your data and workflow. So why does the UI matter? Why does the experience of the user matter? Because we’ve all grumbled at bad design. Because we’ve all yelled at our screen when a website “doesn’t make sense.” Because bad UI makes for sad users. As a developer, you have the ability to make users happier people, better workers, and more productive employees. My slides focused on some key questions to ask your users, so that you can empathize and understand what they’re dealing with. Half of the battle is understanding what they need, while the other half is figuring out what currently frustrates them (and then figuring out how to solve that). After talking to users and planning out what needs to be created or changed, the next step is to start planning out your FileMaker solution – the workflow being key. You’ll want to make sure that whatever you build doesn’t hinder productivity, but in fact, seamlessly lets a user move and work faster. So what are some of the FileMaker tools that you can take advantage of? FileMaker Tools for Better UI Theme & Styles / Object States Consistency is key Allows you to reuse a style for faster development Conditional Formatting Warn the user or draw attention to something Provide feedback on what a user has done Conditional Visibility Show the fields and objects that matters Hide functionality that isn’t useful to the user Buttons and Button Bars Consistent interface Allows you to use text and icons to communicate what a user can do These can include popovers Custom Dialogs Warn the user (more harshly than conditional formatting) Provide feedback Card Windows (My favorite!) / Popovers Focus the user on the right stuff Provide a clean and organized interface Consider these a potential [smarter] replacement for dropdown and pop-up menus Awesome for selecting related values and allowing searching This list is just the tip of possibilities and features the FileMaker platform delivers to better navigate and control your users. Now this all comes with the caution that too much control is a bad thing. FileMaker Pro provides us with a slew of features that can benefit your users. If you have someone in the organization who is interested in learning about FileMaker Pro, you might find yourself with a power user, and that person can be a huge asset to helping you and the business succeed. Ask Yourself the Right Questions for Better UI Remember, FileMaker provides us with a set of tools; our job is to learn how they work and then get as creative with it as we can. To get you started, here are a few questions to ask: Who is your user? (a farmer who is looking to advance his business with technology? An office worker who wishes they were still using pen and paper? A CEO who wants to streamline their business?) What does their job entail? What challenges do they face in their role? What are their pain points? What would make their job easier? What does the business need from that user? How can you add value to both your user and the business? Are you going to teach them how to use FileMaker Pro or how to use the app you build? With the FileMaker platform, you have a flexible and fluid tool to help solve business problems and improve the user's experience. By focusing your attention on the workflow and the needs of your users, you can leverage FileMaker Pro, FileMaker Go, and FileMaker WebDirect to get the right data from your users. A quick (and overzealous) aside: I was proud of my invisible popover for my demo file. It was a way to show off what we were going to do by creating a sort of overlay on the layout. Just one more way to manipulate FileMaker Pro and to use a tool in a slightly different way. Watch the Video Want to learn more? You can watch my full 2017 DevCon session on better UI in FileMaker on YouTube. If you have any questions, please feel free to do so in a comment or by contacting our team directly here. The post Get the Right Answers from Your Users: A Guide to Better UI in FileMaker appeared first on Soliant Consulting. Afficher la totalité du billet
  4. PivotTable.js in FileMaker Demo

    Pivot table reporting is very difficult to do in FileMaker. The process requires a complex combination of portals or repeating fields, ExecuteSQL, and sometimes calc fields. It’s a tough report to build, and many of our clients request export features to manipulate their data within Excel and build a pivot table externally. That’s quite a few steps just to see your data. Fortunately, we’ve uncovered a method to creating a pivot table directly in FileMaker through a PivotTable.js integration, simplifying and speeding up the process. Explore our demo of its key functionality to learn how to implement the integration in your own FileMaker implementation. Don’t forget to read Jeremy Brown’s step-by-step guide on how to use this demo to your full advantage. Complete the form to receive the demo: Trouble with this form? Click here. The post PivotTable.js in FileMaker Demo appeared first on Soliant Consulting. Afficher la totalité du billet
  5. How to Build A Pivot Table in FileMaker

    In my DevCon 2017 session on Web Viewer Integrations, I very briefly showed an extension of the concept presented in the form of a pivot table. I had roughly 20 seconds to show it, and so I provided a quick overview of some of its features. In the waning seconds of the hour, I promised some follow up, and here it is. Pivot table reporting is somewhat of the holy grail in FileMaker development. A quick search in the FileMaker Community discussion board revealed over 20 posts about this very topic. Unfortunately, this kind of reporting is difficult to do in native FileMaker. It requires some combination of portals or repeating fields, ExecuteSQL, and maybe some calc fields. It’s a tough report to build, which is why many of my clients ask for exports. Then they use the data within Excel to build a pivot table externally. That’s too many steps just to see your data. We want you to stay in FileMaker, so we need to provide for them a great way to use a pivot table. Today I’m sharing how to create a pivot table through a PivotTable.js integration and how to leverage its best features. Figure 1. Pivot table created using a PivotTable.js integration Features Let’s start by showing the capabilities of this integration. The above pivot table takes data from a sales table and summarizes it from many different perspectives. More than 17,500 records show a date, unit price, quantity sold, and total price of products. Once you load the data into the integration via a script, you can view the data viewed from many different angles and view it very quickly. There’s no reloading of the data from FileMaker. The library does all the work on its own. Note: This is the beauty of many JavaScript integrations. Once loaded, the data calculations and rendering moves quickly. In a hosted version of this file, it takes FileMaker less than 2 seconds to load the pivot table into the web viewer. From there, changing the perspective, adding or removing attributes, and seeing the updated perspective is almost instantaneous. The slowest part of this process is gathering the data. Library features include the following: 13 different renders of the data, including the basic summary table you see above, heat maps, C3 charts, and even an export view that allows the user to (if they must) export the data to Excel using comma-separated values. See Figure 2 below. 22 ways to summarize the data: Sum, maximum, minimum, average, Sum as Fraction Rows, etc. See Figure 3 below. The ability to drag and drop an attribute to either the x or y axis. Multiple attributes can be used, as you see in the first picture. Filtering functionality for each attribute. For example, I can click on “Type” and remove one or more products from the summarization. See Figure 4 below. Sorting capabilities. You can sort both columns and rows in default order or by total descending or ascending. Figure 2. Pivot table types Figure 3. 22 ways to summarize the data Figure 4. Filtering functionality for each attribute The Setup Overall the setup is not complex in any way. I’ve worked out what is needed and have tweaked the function to make it fit a normal need in FileMaker. Here are your requirements: 1. A summary table from which to gather the data Figure 5. Summary table 2. The HTML and CSS code Figure 6. HTML and CSS code 3. The data gathered in a certain format and a script that gathers the data in this format Figure 7. Data gathered in a certain format 4. The other required libraries Figure 8. Required CSS and JS libraries As with my Web Viewer Integrations library, you can easily import these fields into your own custom app. Gathering Data You must gather and set the data for the table to properly summarize it. Follow these steps for a successful setup: Gather all data as individual arrays, with each array separated by a comma. Make the first row the header, i.e. the name of the attributes displayed in the chart and moved around. Of course, the order of the data gathered matters. Gather your data in the same order as the header. In the example above, the “Sales” header is first, and the sales data comes first in each array. Figure 9. Sales data comes first in each array Using FileMaker 16’s new JSONSetElement() function, you can set a field to gather the data. Figure 10. JSONSetElement() function Then use the ListOf summary field type to gather all the data during a script. Notice this script first sets the header row and then adds to that variable the LIstOf data. Of course, you can gather the data gathered in a multitude of ways. It all depends on the circumstances you have for the given custom app. Final Tweaks As with other Web Viewer Integrations, you can edit the style of the pivot table, but everything else is ready for you to use. All you have to do is provide the data, and you have a complete, multi-function pivot table. I’ve made some other tweaks to this to make it easier to use and more useful for you. I added another field to the pivot table to ensure you could easily add any field. In this demo, you’ll see Customers. You would need to collect the data again to use this. In this case, the data is collected with a new script called “Gather Data_Loop” and it does that, setting each array needed using JSONSetElement(). The script gathers data from the sales table and from the related table of Customers. I set up some defaults to the chart. My chart, in the function, is set to render the table showing the sum of Type in the column and Year and Month in the rows, as shown in Figure 11. Figure 11. Chart parameters set in the function How to Set This Up in Your Custom App It is very simple to push this to your custom app. Just follow these four steps: Import these fields into your custom app into a new table. You’ll be bringing over my data, so you may want to erase that data once you have the fields imported. Copy the HTML_Calc calculation field from this demo to a new field in this table. Write a script to gather the data. See mine as a template. Set the data into the field. Accept or change the defaults that are in this library. That’s it. You now have a fully-functioning, multi-use pivot table! PivotTable.js in FileMaker Demo I’ve done enough research to know that just about anything that you want to do in FileMaker that isn’t already possible can be accomplished by using a web viewer and a JavaScript integration. Check this one out and see if it works for you. Get the PivotTable.js demo Good luck! Please feel free to ask questions in the comment fields. The post How to Build A Pivot Table in FileMaker appeared first on Soliant Consulting. Afficher la totalité du billet
  6. A Journey Through the Workgroup Conundrum Whitepaper

    Identifying the optimal path for your workgroup processes: off-the-shelf solutions or custom-built solutions Every company has to start somewhere. Along with this business adage comes the mentality that not only does a company have to get scrappy in its early days, so do its tools and technology. Most start with the basics – such as a spreadsheet tool like Excel – to manage their internal data and processes. And in the early days, it’s enough. However, as a company grows, so do its workflows and teams. Businesses quickly outgrow their trusted tools, and teams become silos. As teams are split up by responsibilities and goals, they often find themselves facing different challenges from other business units. As a result, technology working well for one group, miserably fails for another. We address this problem, which we refer to as the workgroup conundrum, and potential solutions in the A Journey Through the Workgroup Conundrum white paper. Please complete the form to receive the whitepaper: The post A Journey Through the Workgroup Conundrum Whitepaper appeared first on Soliant Consulting. Afficher la totalité du billet
  7. AWS Summit Chicago 2017

    Last week Soliant Consulting joined 11,000 attendees at the 2017 AWS Summit in Chicago. This is the third year someone from my team has attended the event. Much like moving to the cloud, AWS Summit Chicago has grown significantly. Last year, less than 8,000 people registered for the conference. I noticed some visible growing pains as several sessions filled up very quickly and organizers struggle to manage the influx of attendees on the first day. An Overview of AWS Summit Chicago The AWS Summit included many informational sessions about all types of services focused on both developers and system administrators. Every session has an associated skill level, allowing attendees to quickly determine if it's a good fit for them. For example, the 200 level topics are aimed at someone with no real experience with the technology subject. In addition to these sessions, AWS Summit included "The Hub," where sponsors and vendors showcased their products and services in everything from infrastructure and monitoring to backups and security. Click to view slideshow. AWS Keynote Insights The AWS Summit Chicago keynote included two examples of how using the right tools in AWS minimizes costs and maximizes performance. Redshift Spectrum The first example showed loading one exabyte (1,000,000 terabytes) of structured data into s3 and then running a complex query on that data. The presenters started running the data through Apache Hive with 1,000 nodes, let it run for a while, and then determined the process would take five years. They then ran the same data through Redshift Spectrum, and the process took 155 seconds. That’s more than 6,451 TB/S! Keep in mind, though, Hive can run on unstructured data but Spectrum can't. Lamba Morning Star's CTO, Mitch Shue, provided the next example on his company's migration to AWS. Their first stage of the process was a like for like migration. Their team moved from Elastic Compute Cloud (EC2) instances and started processing data using S3 and Lambda, a change that shortened its nightly import time to only two hours. As a result, Morning Star decreased costs by 97%. Lambda works by running small jobs on AWS. Think of it as moving the line where AWS is in charge of the infrastructure. For EC2, AWS is in charge through the hyper visor. With Lambda AWS also manages the OS; you only need to worry about your code and only pay for the seconds and memory your code requires to run. Lambda is the optimal choice for jobs that don't run all of the time or for parallel work, such as nightly imports. Want to hear more? Watch the full AWS Summit Chicago keynote here. AWS Elastic File System (EFS) One of my favorite talks was the deep dive on AWS EFS given by Darryl Osborne. He discussed EFS, S3, Elastic Block Store (EBS), and their differences. For example, EBS can only be accessed by one EC2 instance, much like a hard drive in a physical computer. It can, however, have very high IOPS and decent throughput, depending on the type of storage you pick. With S3, you use APIs to access data. You will probably need to rewrite your programs to access your data, but you'll benefit from inexpensive storage and very high throughput. EFS has slower throughput than S3; its throughput is related to the amount of data you have stored in EFS. EFS, much like S3, is elastic storage, so you only pay for what you need. EBS requires you to provision the disk for a particular size. During the demo, Darryl showed how a T2.micro can perform better with EBS than an m4.2xlarge over a short period of time due to T2's burst performance capabilities. Looking forward to AWS Summit Chicago 2018 I strongly recommend both developers and system administrators attend next year's event, as the conference includes many topics for both groups. I enjoyed attending on behalf of Soliant Consulting for the 2017 event and look forward to attending for our team's fourth year in 2018. If you have any questions about the event, please ask in a comment below. I'm happy to provide answers and additional insights about the conference. The post AWS Summit Chicago 2017 appeared first on Soliant Consulting. Afficher la totalité du billet
  8. FileMaker DevCon 2017: Day 3

    Day 3 started fresh, clear, and crisp, outside anyway. Inside my head, I was a bit tired and muddled. The week thus far refueled the inspiration gas tanks, but the actual gas tank that ran me was a little low. Staying up late, talking, and walking half a mile to the conference area depleted my energy. A bit bedraggled, I headed out the hotel room door and began the day. Day 3 Sessions My Soliant colleagues, Anders Monsen, Dawn Heady, Mislav Kos, and Mark Baum spoke during the first half of the day, and they killed it. Mark was his usual boisterous self and actually broke out in song while writing a script. Anders delivered precise techniques for working with Perform Script on Server (PSOS) and reporting, Dawn presented some great real-world scenarios during her session on security, and Mislav helped to demystify SSL by explaining how to get and install a custom certificate. Their sessions were extremely useful for both beginner and advanced users. I bounced back and forth between these sessions to support my colleagues and to see what I could learn. Click to view slideshow. Snack time came after the morning sessions and breakfast. I weaved my way through the large food area to say hi to friends I've seen for many years and those I’ve just met this year. Colin is one of the latter–someone who came to his first DevCon this year. I helped him out as I could. And I met Sarah and Clarke, two other first-timers. I enjoyed meeting them and hearing that this DevCon has been amazing for them as well. The day continued with classes, breaks, and food. I spoke once more in a session called, “Refactoring Your Skill Set: Changing How You Do the Same Thing.” In this session, I pointed out that there are many ways to solve a use case in FileMaker, and we shouldn’t stick to one because it's our favorite or the one with which we have the most experience. Instead, we looked at common use cases and the different ways those could be solved. Click to view slideshow. Closing Session The conference ended with the closing session during which FileMaker Inc. recognizes outstanding contributions in the community. Two awards are given to people in the FileMaker community, and nine other awards are given to FileMaker Busniess Alliance (FBA) members. Soliant Consulting won an award for excellence in education. After the closing session, my Soliant colleagues and I gathered to celebrate our win and the great week. Ten speakers spoke in twelve sessions throughout the three days, and since we rarely see each other, we enjoyed catching up. The DevCon experience was inspiring, challenging, tiring, and exciting. There is so much currently going on in the platform. People all over the world are doing amazing things with FileMaker Pro and the other apps, and I am glad to be a part of it. I’m inspired to continue my own learning on such things as FileMaker Data API and move forward and help others learn the platform the right way the first time. FileMaker DevCon: Day 0 FileMaker DevCon: Day 1 FileMaker DevCon: Day 2 The post FileMaker DevCon 2017: Day 3 appeared first on Soliant Consulting. Afficher la totalité du billet
  9. FileMaker DevCon 2017: Day 2

    The excitement of Day one bled over into Day two, as if we all were dreaming about the great things happening in the FileMaker platform. As I joined the rest of the 1,600 attendees, I could feel the excitement of the day ahead. It did not disappoint. I woke early to get ready for the day. I wanted to attend some sessions and prepare for my first session, “Web Viewer Integrations.” The hawks outside my hotel deck greeted me with their cries, giving a perfect zen-like atmosphere to the morning. I ventured down to the conference area and joined the community for some breakfast. Many people, arrived at breakfast close to the end of the hour. It seems we all stayed up a little late the previous night! The food was good, plentiful, and healthy. After downing some oatmeal and bacon, I ventured into the classrooms. Day 2 Sessions Day two's lineup of sessions promised to be full of great content. There were both beginner and advanced sessions showcasing innovation and great insights for attendees. One even included a demo of a great product by one of the conference’s exhibitors. I enjoy the beginner sessions, and how many of them overlapped in topics. I used to be a teacher, and the more a student is exposed to the same idea, the more the idea will be internalized. I started my day by attending Anders Monsen’s session on JSON parsing and then the beginner session, “Relationships Thoroughly Explained.” Both were excellent in scope and great for attendees. I also attended Wim Decorte’s session, "External Authentication Options: EA, SSO, AD, OD, OAuth, LDAP" as well as a session titled, “Increasing Code Quality While Staying Lean” with John Sindelar of SeedCode. I popped into Mike Duncan’s session, "FileMaker and AWS: What You Need to Know" and Martha Zink’s session, "Get the Right Answers from Users - UI Tips and Tricks" to support my colleagues. Both seemed very popular; the content resonated well with attendees. Click to view slideshow. This is my first year presenting at DevCon, so I spent part of the morning focused on preparing for my session. I had to clear my mind and make sure I was ready to go. I tested my computer many times, backed up my demo files, and recharged my clicker. I wanted to be ready. People say I "overthink" it, but I know how I need to get ready. As a teacher, I always had to take a moment before the kids burst through the door. Leading a session at DevCon is no different. (Although, I guess, the attendees are a bit better behaved.) I enjoyed the new “FileMaker in Action” sessions, during which users of FileMaker are invited to speak on their successful use of the platform in their daily business. Martin Williams and another person from Volvo spoke of how their use of FileMaker has transformed the way they can respond to machine breakdowns out in the field. When a machine reports an issue, FileMaker picks it up and immediately tells the dispatcher the nearest dealer to that machine. All of that would be hard to do in a basic spreadsheet. Women of FileMaker Luncheon Day two also included the annual Women of FileMaker luncheon. I, obviously, did not attend, but I heard from my female colleagues that it was fun and empowering for the women who did. My coworkers got to network and meet wonderful women while discussing how to propel more women forward in the FileMaker community. Gillian Gentry, one of my team’s Managing Directors, stood up to discuss the Women of FileMaker scholarship program, which helps send more women to DevCon every year. Ladies, if you couldn’t make it this year, I highly suggest getting involved with the group and attending next year! Click to view slideshow. A Relaxing End to the Day And, of course, the day finished with a pool party. Food and drink stations were scattered around the huge pool complex, and all of us FileMaker people, in our name tags and swimsuits, stood around and talked, ate, and drank. Some of us even swam. Day two of DevCon was full of learning, people, food, and community. The sessions were strong and informative, and the people were excited and engaged. I can't wait to see what day three brings! FileMaker DevCon: Day 0 FileMaker DevCon: Day 1 The post FileMaker DevCon 2017: Day 2 appeared first on Soliant Consulting. Afficher la totalité du billet
  10. FileMaker DevCon 2017: Day 1

    Contrary to my last post, the sky wasn’t clear for most of Day 1 of DevCon. It was cloudy, cool, and rainy, the kind of rain that might dampen enthusiasm for an upcoming event. But that didn’t happen here. There was no stopping the excitement that over 1,600 developers (a conference record) brought to the conference. Let’s examine what was exciting about today. Training Day FileMaker hosts a training day for the first day. There’s the typical beginner, intermediate, and advanced sessions (the advanced session was led by Soliant Consulting’s CEO, Bob Bowers). However this year, FileMaker added two courses that allowed many more to get involved: A project-management course led by Sara Severson and a training session called, “Connecting FileMaker To the Web,” led by Todd Geist. The wide scope of these sessions gave many more people a reason to attend. Sara Severson’s session called, “Demystifying Agile Development: Practical Tools for the Risk-Averse” gave the very-important project managers in the FileMaker community a place to learn and grow their skills. One of her assistants, Annie Tobiasiewicz, had this to say: Sara did a fantastic job teaching and promoting agile methodologies to be used for projects. The training session was a nice size that allowed for discussion between attendees in small groups. Not only was Sara able to cover all her planned material, but she was also able to answer questions that came up throughout the day. Attendees gained a larger understanding of agile in hopes that they can try it in their projects when they return home. Bob Bowers' advanced training session was extremely useful to all who attended. Beth Bennett reported that Bob’s session covered such advanced techniques as JSON, using card windows in creating pickers, virtual lists, Perform Script on Server, and ExecuteSQL. The attendees participated in many activities that gave them a taste of all that can be done. Tweets flew out of that session filled with the very awesome tips and tricks that were presented. Tweets from actual birds also bounced around the room as birds, taking up residence in that space, conversed together about the topics in the session and occasionally flew up to the screen to get a closer look. Click to view slideshow. Keynote Session After a long day of training, sitting, and participating, you’d think we’d be done and ready for food. But no. The main event was yet to come. At least an hour before the doors to the grand ballroom opened, people were waiting in the hallway, ready to get in and get the best seat for the opening session. People were ready – they were excited to hear about the current platform and what’s yet to come. And boy, is the future bright and awesome. The content of the keynote was great. Six numbers represented the current state of the company: 16: the Current version of FileMaker 1,600: DevCon Attendees 3,000,000: Downloads of FileMaker Go 78 quarters of profitability 1,300,000 subscriptions of the platform 40% of FileMaker expenses spent on Research & Development Andy LeCates, the Director of Product Evangelism, gave another chapter in some amazing customer stories from around the globe, including Soliant Consulting's story about the Luke Commission with Ross Johnson and Josie Graham. He also spoke of the commitment of FMI to the platform for businesses of all sizes. Andy discussed the concept of bimodal IT, as well. If you're interested in learning more about that topic, check out insights on bimodal IT from our CTO, Steve Lane. And then of course, the FileMaker Product Team got up to talk about the future of the platform. I can't share those details quite yet, but there are some exciting features ahead! The keynote was great and filled with amazing ideas. But what struck me the most was the passion for the platform that each FileMaker team member -- from the president to the director to the project managers -- had in their own way. Each person brings to the platform their heart and soul to make sure it is the best it can be for the citizen and professional developers. It's exciting to see where they want the platform to go, keeping it strong for advanced developers and making it easier for new developers to come to the table. Evening Reception The night continued in the welcome reception area. Food and drink were stationed all throughout the large exhibitor hall, within an arm’s reach. And it was a time to say hi to old friends, meet new friends, eat, and simply enjoy time with fellow developers around the world. As I was heading back to my room to practice and remember what I want to say in my session on Tuesday, I walked by many people still milling around the bar, in the lobby, and basically, anywhere there was space. Everyone was talking about FileMaker, continuing to catch up, and getting to know others. The excitement that started on day one is sure to carry over into the rest of the week, allowing the sessions to be fun, engaging, and full of great content. I can’t wait to attend some sessions and to present my own (and get mine done with!) FileMaker DevCon 2017: Day 0 The post FileMaker DevCon 2017: Day 1 appeared first on Soliant Consulting. Afficher la totalité du billet
  11. Bimodal IT: A Buzzword, a Solution, or a Smokescreen?

    The traditional IT model is broken. Since its inception in the 90s, the IT department has grown in its focus and responsibilities. Unfortunately, instead of segmenting the department into focused workgroups, most organizations have fallen into seemingly organized chaos. Projects take precedent, pushing the regular responsibilities of operations and maintenance to the wayside. Or, engineers drag their feet to create new things and innovate within legacy systems because they have too much maintenance work on their plate. It creates a stagnant environment for companies, a dangerous situation to be in in 2017. But this problem can be solved. It really just comes down to resources. And there’s a way to segment everything as a solution. Gartner coined this solution as Bimodal IT. What is Bimodal IT? Bimodal IT splits the IT department into two teams, or, as the definition implies, two modes. One focuses on all technology and applications that absolutely need attention. These core systems, legacy applications, and solutions that keep the wheels on absolutely need maintenance. They require a dedicated team, so they should have one. The second team focuses solely on innovation. What can they build to make the business more efficient and successful? How quickly can they build it? This group is made up of “dreamer” engineers who envision new technology to push their companies forward. Development Cycles Each group, of course, will operate completely differently. The first operates much more slowly with longer, passive development cycles. Updates to core technology are no joke. They must be vetted, tested, approved, and then slowly rolled out to each user in the company. It takes time, patience, and a ton of buy-in. The second team, however, is the hare to the tortoise. Their innovation requires speed and agility. This team prescribes to rapid application development – things are built, updated, and enhanced more quickly, with short, tight, development cycles. A decision is made, and things are built in a short window afterward. Business Involvement Of course, as these different teams have different goals, they also have different involvement levels in the company. IT often only interacts with other teams if a problem arises with a system or if an update will affect users. Think about your last email from IT. It was because a system was “undergoing maintenance,” or to close a ticket on an issue you reported, right? These IT team members fly under the radar. Business leaders rarely interact with them, and their work, while critical to the business, hums under the surface, garnering little acclaim or attention. The first mode just doesn’t require a ton of oversight from other departments. This second IT mode operates completely differently. They have ideas that will change the business, and that means they need buy-in from everyone else as well. They are often tasked with presenting their ideas to other departments, effectively explaining how things will work and the impact the proposed new technology will have. They’re responsible for delivering on their promises and sticking to strict development deadlines. Everyone is watching them, especially those whom the new applications or solutions will affect. As a result, this second mode also needs more oversight. Your business will need a strong, skilled leader, who can balance pushing his or her team to be more innovative while overseeing them and understanding their work and goals. Team Members’ Responsibilities Think about your IT department. Many of those team members fall under the radar, don’t they? Their work is crucial – they literally keep the business running, but most of their coworkers and colleagues don’t realize that. Sometimes the flashier ones make a splash, though. These are the IT team members pushing for new systems, new development, and a fresh look at their technology. If you’re following our line of thought here, this is an intuitive way to split up your team to achieve bimodal IT. More traditional developers who have been with the business longer often fall into the first team. They know the systems and are the experts. They know the ins and outs of the systems that cannot fail and often know the tricks to get things humming again that others don’t. Developers hungry to try something new and “go fast and break things” often fall into the second mode. They want to push boundaries and invent something new. They also often have been formally educated with the most recent development techniques and have the skills to pull off rapid application development. Risks of a Bimodal IT Organization Of course, any major structural change also comes with its risks, and there’s been plenty of discussion on all the reasons why a bimodal IT organization just can’t work. Here are a few arguments against it: Bimodal IT Builds Walls Instead of all your best and brightest technology specialists and developers working together, you officially pit them against one another, possibly creating more problems than solutions. Splitting instead of pooling your resources can halt innovation and create tension between teams vying for budget, time, and attention. Modern Technology Connects More technology bridges old with the new to drive efficiency within businesses. After all, any tech leader will agree that merging two systems and/or applications will make things easier on other departments. Unfortunately, this creates confusion within a bimodal IT organization. Which team determines which customizations should be made to the new add-on technology? Who deploys it once it’s finished? Which team maintains the technology? As integration becomes more popular, lines become blurred within a bimodal IT strategy. Legacy Systems Never Evolve If you hand off legacy systems to a team focused strictly on maintenance and never on innovation, you’re going to have a difficult time moving forward. And when core technology can’t move forward, neither can the business. No new applications can drive sustainable growth if legacy systems still hold entire teams back. Developers Get Disgruntled If you could pick between working maintenance on an old system and completing IT tickets or collaborating for an interesting and innovative solution, which would you choose? Right, it’s an obvious choice for most in the IT world. If you give your developers and engineers the choice, you’ll most likely end up with lopsided teams. If you make decisions without their input, you risk disgruntled team members and employee churn. Pigeon-holing your IT team members won’t be easy. And if you’ve filled out the second, more agile team of your bimodal IT organization, it will be difficult to recruit. That creates a very big problem in the long run. The Reality of Bimodal IT For many large businesses, a bimodal IT strategy makes sense. They can hire an entire new team of software and application engineers for internal development work and ask them to build visionary solutions for the company. They can afford to hit a few bumps when hiring resources and trying out new things. They can have a project or two crash and burn and absorb the costs of failure. Medium and small-sized businesses, on the other hand, quite simply can’t. Resources are tight as it is and the idea of hiring an entire team for a few innovative applications feels foolish, because, well, for smaller businesses, it absolutely is. That’s why our team acts as businesses’ second IT team, as their innovative arm of the business. Our team of certified and innovative developers, solution architects, and UX consultants, help you dream up the perfect applications, build it, and then launch it. We help your “first mode” team learn it and then teach them how to maintain it, adding it to your depository of owned technology. Then, when you’re ready, we move onto the next project you have in mind. If your business isn’t in the right place to build a bimodal IT organization, don’t. We can serve as that team for you and deliver rapid application development to keep your business innovative without the onerous overhead. Contact our team today to get started. The post Bimodal IT: A Buzzword, a Solution, or a Smokescreen? appeared first on Soliant Consulting. Afficher la totalité du billet
  12. FileMaker DevCon 2017: Day 0

    All is ready for FileMaker developers here at DevCon 2017 in Phoenix, AZ. The sun is hot, the sky is clear, and the cacti are sharp. Inside the sprawling campus of the conference center, developers from all over the world are arriving after traveling the 30 miles or so from the airport in a Lyft, Uber, or taxi. Even on Saturday, quite a crowd of FileMaker developers had gathered. I could tell who they were: computer on the table top and beer in hand. There is a lot of excitement about this year’s FileMaker Developer conference. That excitement is not misplaced. This year’s conference is looking to be a great one in many ways. First, we are working with an exciting release: FileMaker 16, which is a game changing release, full of features that help better secure our data, connect to web services, and build better workflows for our customers. Second, the sessions that are scheduled are astounding, not only in the content but the diversity. Let me describe the highlights: Tomorrow is the training day. If you’re here at DevCon, but haven’t signed up yet, I encourage you to do so. Sara Severson and Bob Bowers are leading two Training Day sessions about Project Management and Training for Advanced Developers. Todd Geist has a training session, "Connecting FileMaker to the Web." That’s an intriguing course as I greatly enjoy extending FileMaker’s functionality with web viewer and JavaScript integrations. There are two other Training Day sessions: "FileMaker Training for Beginners" and "FileMaker Training for Intermediate Developers" led by James Medema and Chris Ippolite, respectively. Tuesday and Wednesday are full days of sessions, each one worthy of attendance. Soliant Consulting team members are presenting twelve sessions. I’m excited and nervous for my sessions titled, "Web Viewer Integrations" and "Refactoring our Skill Set: Changing how we do the same thing." Outside of speaking, I’m looking forward to Mike Mitchell’s session “Abstraction and Indirection in FileMaker” and Ibrahim Bittar’s session called, “FileMaker is Not an Island.” New this year is a group of sessions titled, “FileMaker In Action.” In these sessions, users of FileMaker will present how the platform is making their work lives easier. And third, the community. FileMaker developers are a great group of men and women from all over the world that are passionate about the platform. We love talking FileMaker. We love talking about the ‘best’ way to write a script, and we love making our users more efficient with their work inside the custom apps we build. At dinner, in the hall, at the bar, or at the pool party, there are folks ready to talk and argue, show off, and ask questions. I look forward to the long week here in the oven (outside) and refrigerator (inside). See yah there! The post FileMaker DevCon 2017: Day 0 appeared first on Soliant Consulting. Afficher la totalité du billet
  13. Preparing for the FileMaker Certification Test

    I am sitting in my car immediately after taking the FileMaker certification test. I’m a bit woozy from the experience–two hours of sitting in front of a 1024 x 768 monitor in a dingy room with a bright florescent light hovering above me. The narrow workspace I'm jammed into seemed to close in on me about the 90-minute mark. The test took a lot of out me. I cycled through all the swear words I know at least three times, and I had to think. I couldn’t just recall a fact I had memorized. Instead, the 65-question test required me to see in my mind’s eye the answer or to use my gut to decide the answer. Many answers were clear. Others required a good amount of thought. But in the end, sitting here in a hot car, I see that I’ve passed the test, and that I’ve scored better than ever. That’s a good feeling. FileMaker certification is an important (optional) rite of passage in a developer’s growth in the platform, one of the milestones after opening the app and figuring out how to write a script. It usually comes after you’ve had a lot of experience with the platform, and is a step you’ll have to repeat many times–either when a new version of FileMaker is released or because your score was not quite over that passing threshold. I’d like to share my experiences of taking the test, as far as I can talk about it, so that you – a person choosing to take part in that rite for the first time – can be prepared. I’ll share what is publicly available about the test and some prep and test-taking actions that I feel helped me to pass the test. What is the Test and Why Should I Take it? The FileMaker Certification test is a 65-question, 110-minute test, and passing is pretty-good proof that a developer understands the platform. Though some of the multiple-choice questions ask about basic factual knowledge, many of them require some deep thought and knowledge. In fact, many of the questions ask for two or more answers. It’s not, by any means, a simple exam. The certification on your resume certainly gives you some credibility when applying for a job in the FileMaker world. However, more than anything, having the certification demonstrates your commitment to the platform and your desire to keep learning it. Employers, it seems, are interested in people who want to improve their skills and who are willing to stick with it. But ultimately, it comes down to a choice by the developer: take it or not. Of course, I recommend that you do. FileMaker 16 Certified Developer certificate (click image to enlarge) Preparation You need to prepare for the test. Yes, anyone can take the test, but only those with some deep knowledge of the platform will have a chance of passing. Play, Play, Play You can prepare by reading everything there is about FileMaker, but that will only get you so far. Your experience is a great preparation tool, so get into FileMaker and develop apps and learn how to do as many things as possible in FileMaker, even if you don’t have to do it for your regular project work. Many of us can go an entire development career without having to use FileMaker WebDirect, but if you want to get certified, you still must understand that part of the platform. So get to know everything, even if it’s just the basics. Even FileMaker Server. If you don’t have a copy of FileMaker server, you can get a development license by signing up to the FileMaker Community. For $99 a year, you have FileMaker Server to install and tinker with incessantly. Focus Your Study With the announcement of FileMaker 16 comes a study guide. This guide narrows down the ‘reading-everything-out-there’ task, giving you four things that will help in your quest: Major areas of study: These are such topics as “Building Layouts” and “Security,” and they come with a percentage weight on the test. If one of the 12 modules is 20%, be sure to study that module completely. Test objectives: It is helpful to know what you’ll be tested on, isn’t it? These objectives tell you that. As a former teacher, objectives are useful. They define the scope of what my students should know. Make sure that you can demonstrate each objective. Links to help guides and other resources: There are thousands of pages of material about FileMaker and countless blog posts, but these links provide you the best primary sources for your study. Question and answers: These questions will not be found on the test and are not even in the same format as test-questions, but they do hint at what to focus your energies on within the help guides. As you study, I recommend finding the answer in the help files before reading the answer provided in the guide. And don’t just find the exact answer to the question; read around the answer. The entire context is vital to your knowledge and understanding for the test. Deliberate Practice Take the time to set up test files focusing on one or more specific concepts or techniques you read about to fill the holes in your professional experience. It is highly unlikely, for example, you’ve been able to set up a database as an ODBC source. Reading about it is good, but setting it up will allows you see the entire picture. I’ve got a folder on my computer called “CertTestPractice” that is filled with files to help me see how something works. I’ve got a few files that can connect with each other but only under certain access privileges. I’ve got a database in which I can test how auto-entry calc fields work. These ideas will give you a fuller experience in preparing for the test. Just reading the HELP guide is not sufficient, nor is your practice up to this moment. Combine it all into meaningful study, and you’ll be better prepared. In-Test Practices I’ve now passed 5 tests, but I’ve taken a few more than that. So it stands to reason I’m not at 100% passing rate. That’s fine, I guess. But, of course, I’d rather pass the test the first time. Upon finishing the test for FileMaker 16, I realized I had adopted a few new testing strategies: Answer the question before you review the answer choices. This is a time-honored testing best-practice. Try to form the answer in your head or on paper before you review your choices. Doing so will do two things: you won’t be distracted by cleverly-placed distractors, and you’ll feel confident you got it correct if you see your answer among the choices. Flag questions and move on. There are 65 questions and 110 minutes, leaving less than two minutes per question. As you advance through the test, flag a question that you cannot answer within a few seconds, (20 or so) and come back to it. This practice will advance you through the test faster, giving you the chance to answer more questions. Your mind, as well, will be less-burdened by the stress of not fully understanding a particular question. You can’t answer the second question on the test? Who cares (for now)? Begin Round x. You’ve answered some questions but have flagged many of them. Now, it is time to go back and review the flagged questions. The test allows you to review flagged or incomplete questions. Resolve to spend a bit more time on them, and do your best to select an answer(s). Keep any questions flagged if you still feel stuck, and move on. Answer those that you are (more) confident about. Keep starting a round until you’re down to the end of flagged questions or out of time. Take a bit of a mental break. You can’t really leave the testing room, so you can just close your eyes, breathe, and think of something pleasant. Or nothing at all. Think about the big chocolate malt you’ll get after passing this test. Write it out. You will receive a plastic writing sheet and a marker after disposing of all personal items, and possibly getting scanned by a metal detector, as I did this year. Use those writing implements to jot out notes, write out calculations, or write the result of a script. Take your time. You have 110 minutes. There’s no need to rush the test. On the last three tests, I took all but 5 minutes of the allotted time. Those who consider themselves poor test takers often focus too much on the time left. The time deserves the least of your attention. Post-Test Practices At the end of the test you’ll receive your score and your status: Pass or Fail. Either is fine, and neither is an ending point. Take the results from your test, which are percentages of each section, whether you pass or not. If the latter, simply resolve to study those sections on which you did not perform well. Come back in two weeks or later, and give it a try again. The FileMaker certification test is a badge of honor for those invested in the platform. You can proudly display it on LinkedIn, your FileMaker Community profile, and even highlight it in other less business-oriented social media platforms. It is a tough test, but you’ll finish the experience with the confidence that you are headed towards mastery in FileMaker. The post Preparing for the FileMaker Certification Test appeared first on Soliant Consulting. Afficher la totalité du billet
  14. FileMaker DevCon 2017: A First-Timer’s Guide

    If you can’t stand the heat, get out of the kitchen. — Harry S. Truman In a little under two weeks, over 1,000 FileMaker developers and users will ignore Mr. Truman’s advice and head directly into the kitchen that is FileMaker DevCon in Phoenix, AZ, where they will experience the heat literally and figuratively. Together, we will bake in the sun and in FileMaker and soak up as much as we can of each. It will be an exciting time. If this is your first time in the figurative heat of FileMaker DevCon, let me recommend a few preparations to take to finish the week with a nice tan, but no sun burn or heatstroke. Soak it All Up The FileMaker team works hard to every year to put on an outstanding conference. This year’s conference, focusing on the game-changing features of FileMaker 16, promises to be another outstanding one. This is my sixth conference, and I cannot wait for many of the sessions. Soak in the Sessions I recommend you attend every session possible. Find the technical sessions at your level and take notes furiously as you listen in. Find sessions above your level, and do your best to keep up. You probably won’t comprehend all that you hear, but by revisiting your notes and the recording of the session, you will understand it later and grow as a developer. New this year are sessions that speak of the success people have had using the FileMaker platform. These will be inspiring as you hear people talk of how they used paper or spreadsheets with some consternation before turning to FileMaker to make their lives easier. Attend those. I know I will. If you’ve not yet signed up for a training session, be sure to do so. These are led by some of the pillars of the community that have such a profound understanding of the platform, it oozes from every word they say. There are levels of training, so you can find what is good for you. An entire day in a learning-workshop environment is vital for anyone who wishes to advance their skills in a deep way. If you stop into a session run by a Soliant team member, make sure to come up to the presenter afterward and say hello! There will be 10 of us presenting this year, and we love to meet people in the FileMaker community. Soak in the People The conference week also provides ample opportunity to meet FileMaker developers from all over the world. I cannot tell you how awesome it is to be in a room of hundreds of people just as passionate about the platform as you are. My first DevCon in 2012 was the start of friendships and contacts (it’s all about the networking) that I still have today. You can get to know others in the sessions, at breakfast and lunch, in the hallways, at the many bars around the campus, and in the pool area. It's natural to sit by yourself when you don’t know people around you. Do not do that. Instead, sit by random people, strike up a conversation. If you’re not sure what to say, ask them their thoughts on the mouse scroll wheel in FileMaker. You’ll get a great discussion going no matter where you’re at. Finally, introduce yourselves to the people of FileMaker, Inc. They are good men and women that are incredibly passionate about the platform. They want to hear from you about your successes and struggles. Soak in the week, everything about the week, whether in the general session or the hallways or session rooms or the lunch room or at a bar or on the lazy river. Soak in everything FileMaker and the crazy-passionate FileMaker developers around you. Soak in the Community This whole week is about FileMaker, so there are many opportunities to learn more about the community. Study the FileMaker DevCon page, and join as many events as possible. Join the FileMaker Community. It’s full of helpful and patient people, ready to help you through your specific FileMaker issues. I’m sure that during DevCon, threads will pop up talking about the conference! Review the speakers page and see if you spot names and faces that you may have seen before somewhere (including yours truly). Introduce yourselves to those people. Every year, a large conference room is filled with different exhibitors of FileMaker products. Visit those and see what cool tools people have built for the FileMaker community. Plan the sessions you will visit by reviewing the schedule and/or downloading the DevCon2Go app for your iOS device. Although each session will be recorded, it is awesome to be in the crowd learning and exploring at the same time. Preview the session's materials and be ready to ask questions during the hour. Limit Your Exposure But sometimes you gotta get away -- you have to refresh and relax and just breathe. Get out of the sun. The week promises to be exciting, mind-numbing, and energy-depleting. You’ll lose a lot of mental electrolytes in the time, so you need to replenish those. Find a place to relax, and just take time for yourself. The meals provided are nutritious and plentiful, the hotel beds are soft and comfortable, the air conditioning is cool and refreshing, and the outside is clear and crisp and cool (but only around 4:00 am). Take advantage of all these. If you’re more on the introverted side of the scale, be sure to get some alone time. Find a chair in the lobby, away from others if possible, and rest. Sit out by the pool (following this post’s advice literally), and let your mind wander. If you must rest by skipping a session hour, do so. That is better for you. Wear Protective Layers Side note: I realize I’m stretching this metaphor pretty thin. Bear with me. In a literal sense, you will need to bring a jacket. Conferences in hot climates the world over compensate by blasting the air conditioners. So wear a jacket on the inside, and shed that thing when you get 10 feet from any exterior door. Figuratively, keep an eye out for your mental self, and stay focused the best you can on what’s going on around you. One year, I spent almost the entire conference working late nights and early mornings on the system I built for my then-current employer, and that was distracting. I didn’t get out of DevCon all that I should have. As you prepare for DevCon, try to put your affairs in order, and protect your attention for what’s important for the week. Welcome to the Kitchen FileMaker DevCon is something I look forward to every year, and this year’s conference is especially exciting. Sessions on the new features of FileMaker 16 and extending functionality and the FileMaker-In-Action talks raise the level of anticipation. And for you, the first-timer, this year will be eye-opening, wonderful, tiring, exciting, and mentally draining all at once. You’ll feel a bit weathered at the end, but there is so much to be gained during this week, you’ll feel no regrets. Feel free to hit me up: jbrown@solianconsulting.com or @jlbmagic on twitter. I’d be glad to say hi and introduce you to all the swell folks I know in this wonderful, passionate (and sometimes crazy) community. The post FileMaker DevCon 2017: A First-Timer’s Guide appeared first on Soliant Consulting. Afficher la totalité du billet
  15. What happened to Force.com? One of the reasons Salesforce is a such a successful tool is its market and customer-driven attitude. Its capabilities move with the industry, and the Salesforce team strives to make sure their users can keep up. Unfortunately, sometimes things move so quickly that users are left wondering what happened and how to move onto the next step. My team and I have been getting some questions about Force.com – where it went, what its replacement is, and how much it costs. I’d like to share the same explanation I gave to them with you. Force.com allowed Salesforce users to build custom apps that could integrate into the platform using point and click development, eliminating users’ need for a full programming background. In its heyday, it was a wonderful tool to enhance the Salesforce platform further. However, as users’ application needs evolved with the rest of the technology world, they found themselves needing something more robust. Salesforce capitalized on this opportunity by building up its capabilities through a Force.com to deliver the App Cloud. As a result, users can drive their application development to the next level. Should You Upgrade? However, if you’re a Force.com customer who has been hanging on to your licenses for a few years, you’re probably wondering if or when you should upgrade to the App Cloud and if the benefit would be worth the investment. And trust us, we’re proponents of strategic license purchases – if you only need read-only access to accounts and contacts, you don’t need a $1,800 per year Sales Cloud license. Buy only what you need for each team member. But we also urge you to make the best decision for your organization. If you think you’re going to need to enhance your Salesforce apps with more customization than your grandfathered Force.com license can handle, consider exploring the App Cloud. Here’s the pricing breakdown for the two App Cloud options: 1. Employee Apps Starter The least expensive way to go is with the Employee Apps Start license, which costs $25 per month per user. It provides access to 10 objects per user, so this is perfect for users building small, straightforward apps. 2. Employee Apps Plus Your second option costs a bit more, at $100 per month per user, but it gives developers the ability to build truly customized apps. The license provides for access to 110 objects per user, which empowers users to create unique Basic Functionality and Support Included Both App Cloud licenses provide the following: Full access to accounts, contacts, calendar, activities, custom objects, content, Documents, employee cases (not customer cases) and chatter Workflows and approvals Customizable reports and dashboards Role-based sharing Salesforce1 App access API calls Create and read access for ideas Read only access for knowledge Your company has the option of one license or the other for your Salesforce org as well as an Enterprise or Unlimited edition. This allows you to truly customize your investment for your business and pay for only what you truly need. Salesforce has the best information on the minute nuances between the two options and their Enterprise and Unlimited counterparts, but here’s what we think is the most important differences between the Employees Apps Starter and Employees Apps Basic: Org Edition Employee Apps Starter Employee Apps Plus Custom Applications Unlimited Unlimited Custom Tabs Unlimited Unlimited Custom Objects 10 10 Data Storage 20MB 20MB (Enterprise) 120MB (Unlimited) File Storage 2GB 2GB API Calls (per day) 200 1000 (Enterprise) 5000 (Unlimited) Your Next Steps with App Cloud As I pointed out, I don’t recommend getting rid of your Force.com license if it’s serving its purpose and meets your organization's needs. However, if you’d like to enhance your apps further, upgrading to App Cloud is a sound investment. I encourage you to sit down with your users and developers and discuss what you actually need for each before choosing between the Employee Apps Starter and Employee Apps Plus. If you have any questions, please feel free to comment below. If you’re looking for more guidance on your best path forward, you can reach out to us here. The post App Cloud Licensing – Know Your Options to the Force.com License Replacement appeared first on Soliant Consulting. Afficher la totalité du billet
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