Whats Next for Sharif Shaalan? Agile Cloud Consulting & Org Health Check

Today salesforce.org announced the acquisition of roundCorner, the company I have been working with for the past 7+ years. Congratulations to all of my friends and family at both roundCorner and salesforce.org! I couldn’t have asked for a better experience during my time at roundCorner. Before joining roundCorner I had my own consulting company, Agile Cloud Consulting, which delivered solutions to clients in the for-profit, non-profit, higher education, and healthcare spaces. I have decided to continue on with my own company and am very excited about what the future will bring!


Agile Cloud Consulting will continue to deliver services to for-profit, non-profit, higher education, and healthcare clients. For more information about how we can help you implement Salesforce click here.


Through my 10+ years in the Salesforce ecosystem I have had the pleasure to work with some of the world’s leading experts on the platform. This experience has culminated in the launch of www.OrgHealthCheck.com. Org Health Check gives you access to these Salesforce and industry experts in a one stop shop to help you document your current state and make recommendations that will help you in all aspects of your business!

Who We Are


What We Do




For more information visit www.orghealthcheck.com

How to Recruit for Salesforce Positions

I have many connections that are recruiting for Salesforce and wanted to help you navigate the landscape of the Salesforce ecosystem.  I get many emails that indicate the recruiter has not done any research and just searched on the "Salesforce" keyword.  Within Salesforce there are four primary categories of positions which can overlap depending on the level of the recruits experience.  This is why research is so important.  The four categories are:

  1. Admin- usually working directly for a company and has expertise in declarative development and some coding
  2. Developer- primarily works with coding triggers, apex, and visualforce pages.  Ideally would also know the declarative side of Salesforce.
  3. Consultant- usually has a combo of BA, PM, and Salesforce expertise.
  4. Technical Architect- Has overall Salesforce expertise, especially on an overall architecture level.  TA's design systems and make sure they are built to scale.

Hope this helps!

How to set up Salesforce as an Identity Provider

This is part 2 of a series to walk you through setting up My Domain, IDP, Saml, and SSO.  Setting up My Domain automatically sets up Salesforce as an Identity Provider.  In this video i will show you the information you need to send on to the service provider (The instance that will use Salesforce as the IDP) in order to get back the needed info to set up the connected app.

How to set up "My Domain" for Salesforce.com

This will be the first in a series of videos to you show you how to set up My Domain, Salesforce Identity, SAML, and SSO.  This video shows you how to set up "My Domain".

From Salesforce Help:

Using My Domain, you can define a custom Salesforce domain name. A custom domain name helps you better manage login and authentication for your organization in several key ways.

  • Highlight your business identity with your unique domain URL.
  • Brand your login screen and customize right-frame content.
  • Block or redirect page requests that don’t use the new domain name.
  • Access increased support for single sign-on.
  • Set custom login policy and determine how users are authenticated.
  • Let users select an alternate identity provider from the login page.

How to Create an Unmanaged Salesforce.com Package

What is an unmanaged package and how is it useful? An unmanaged package allows you to take a set of functionality (objects, fields, tabs, workflows, classes, pages etc.) and turn it into an installable link into any Salesforce.com org! This is very useful when you have an app you want to install in separate orgs (meaning separate production orgs, for sandbox to production in the same org you should use change sets).

Unmanaged means it is not published on the Appexchange and does not go through security review etc. An example of how this would be used is lets say you're a consultant and you developed a recruiting app that you want to install for different clients. You would create the recruiting app in a developer org, create an unmanaged package, then use the link to install the recruiting app into your clients orgs as needed. Click on the below link for a step by step guide I put together to show you how to create the package.


How to choose which Salesforce.com Sales Cloud Edition is right for you

When looking at the different editions the Sales Cloud has to offer sometimes its hard to navigate which edition is right for your organization. It takes a combination of current needs and an understanding of how far you want to go in the future to decide which edition is right for you.  Although you can start with a lower edition and upgrade when you grow, it may be better to set up for the future now depending on your timeline and needs.

Group Edition:

The Group Edition is for small businesses that need a contact management system and do not expect to grow much.  You can have up to 5 users with the following feature highlights:

  • Account and contact management

  • Opportunity tracking

  • Lead scoring, routing, and assignment

  • Task and event tracking

  • Customizable reports and standard dashboards

  • Mobile access, customization, and administration

  • Chatter — company social network

  • Outlook Side Panel and sync

  • Case management

Professional Edition:

The Professional Edition allows more than five users, but the major drawback is no automation and no API access (some features are available for an extra cost. The feature highlights include everything in Group plus:

  • Campaigns

  • Customizable dashboards

  • Collaborative forecasts

  • Products, quotes, and orders

  • Mass email

  • Role permissions

Enterprise Edition:

The Enterprise Edition includes all of the features we know and love : ) you get everything in Group and Professional plus:

  • Workflow and approval automation

  • Report history tracking

  • Enterprise territory management

  • Profiles and page layouts

  • Custom app development

  • Integration via web service API

  • Salesforce Identity

  • Salesforce Private AppExchange

Unlimited Edition:

Although Enterprise is usually sufficient for most organizations, there is the Unlimited Edition which adds the following:

  • Unlimited customizations

  • Unlimited custom apps

  • Multiple sandboxes

  • Additional data storage

  • 24/7 toll-free support

  • Access to 100+ admin services

  • Unlimited online training

The bottom line is you have to strike a balance between current and future needs to find the right edition for your organization!

For more information Click Here.  For a full comparison of features Click Here.

The Winter '15 Salesforce 1 Quick Start Setup Wizard

Salesforce has made great strides in Winter'15 addressing a major pain point in setting up Salesforce 1.  The issue was you had to navigate to many places in the set up menu to get this done.  The Winter '15 release brings with it a simple wizard style set up that will get you up and running in no time!

Here are the Steps:

Navigate to the Salesforce1 Setup link from the Set up Menu

Navigate to the Salesforce1 Setup link from the Set up Menu

Click on "Launch Quick Start Wizard"

Click on "Launch Quick Start Wizard"

Click on "Lets Get Started"

Click on "Lets Get Started"

Set up the Navigation Menu

Set up the Navigation Menu

Arrange your global actions

Arrange your global actions

Set up your custom compact layout

Set up your custom compact layout

Review how your app will look by clicking on each of the above links

Review how your app will look by clicking on each of the above links

Invite users!

Invite users!

A great add on to this is the Chrome Extension that allows you to view ANY Salesforce page as it would look in Salesforce1!

Down load and install the Salesforce1 Demo Extension

Down load and install the Salesforce1 Demo Extension

While on any SF page click on the phone icon to see how it would look in SF1

While on any SF page click on the phone icon to see how it would look in SF1

A guide to finding answers to your Salesforce.com questions

All of us (users, admins, consultants etc.) have questions as we perform our daily Salesforce tasks. There are so many resources available its sometimes hard to navigate and know where to go and in what order to get an answer.  This guide will help you through the clouds : )

This is my personal methodology and order of searching:

  1. Salesforce help & training-  The salesforce help and training in any of your orgs will point you to a searchable help database.  You can usually find what you need here if you know how to get there.  
  2. Google-  Usually googling the issue will lead you to Salesforce help & training : )
  3. Dev related?
  4. Non Dev related?
  5. #Askforce hashtag on twitter.  Just ask your question and add this hashtag
  6. Salesforce Support- After checking 1-5 and not getting an answer you can open a case with Salesforce- from your org go to Help & Training > Contact Support > Open a Case

Note: If you have non-profit related questions 1-6 apply but you should start with checking on the Power of Us Hub you will need to log in with your Salesforce.com account.

If you use other resources add them to the comments!

My Favorite Free SFDC Tools

There are some tools that i find myself using all the time on many of my projects.  If they help me out they can probably help you out as well : )  I'll update this post as i come across other tools.

  • Dataloader.io  This web based data loader is a life saver.  Its web based, you can match on actual names rather than ID's (Not recommended but i like having the option), and works on ALL editions!
  • The Permissioner The Permissioner dramatically reduces the time involved with assigning and revoking permission sets assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time.
  • Rollup Helper Rollup Helper aggregates any Salesforce data in minutes. No coding required. Save time & money & unlock your data! Supports SUM, MAX/MIN, Formula-based Count, and Text Rollups. Rollup information using lookup relationships and through hierarchies.
  • Perm Comparator  A drag-and-drop tool for comparing profiles, permission sets, and users.
  • Easy Describe EasyDescribe is a free Force.com developer tool to view and extract object metadata details. Don't waste time clicking through multiple screens to lookup recordtypes, field types, picklists, and other metadata. EasyDescribe it and get everything at once!
  • Generate Test Data  This site generates fake data in CSV format to use in sandbox testing!

How to become a Certified Salesforce.com Administrator (Updated)

     I did this blog post a few years back and it was helpful to many readers to get them on the right track, so i decided to do an update since there have been some changes since my first post.  Salesforce has been life changing for me and i recommend getting certified to many of my friends and family members as it can be life changing for them as well in setting them on a path to working with this wonderful platform. 

Updated 3/28/2015- Go through these 6 Trailhead modules before you continue with the below steps.  This is a great new training tool:  https://developer.salesforce.com/trailhead/trail/force_com_introduction

Here are the steps i recommend to get started:

  1. Read the following:
  2. Sign up for a Developer Edition organization- This is a free organization that will let you develop and practice what you will be learning as well as access basic online training.  You can sign up for multiple developer orgs if needed. To sign up:
      • Go to http://developer.force.com/ click "Join Now" and fill out the form.  Once the form is submitted you will get two emails, one with follow up information and one with your login link.  Once you click on the link you will be prompted to change your password, then you will be redirected to your org.
  3. Once your developer org is ready the next step is to take the online training modules.  Follow the steps in this video to navigate to the available training.  http://screencast.com/t/4ZTHj6sUf
  4. Take the following online training modules to start:
    • Getting Started: Navigating Salesforce

    • Getting Started: Using the Sales Cloud

    • Getting Started: Administering Salesforce

    • Getting Started with Reports and Dashboards

    • Social Media Goes to Work Chatter

    • Getting a Head Start with Chatter

    • Managing Users and troubleshooting login issues

    • Getting started with managing data

  5.  Once you complete these modules start your hands on training by completing the following workbooks:  
  6. After completing these workbooks you can optionally take the Admin Essentials course provided by Salesforce (if you have the resources) although this may not be necessary if you paid attention to steps 1-5 : )http://www.salesforce.com/services-training/training_certification/training.jsp#admin
  7. Now you are ready to try to get certified as an Admin!
  8. If you have any questions post them here! https://success.salesforce.com/answers and they will be addressed by the wonderful Salesforce.com community members.
  9. Register for your Certified Administrator exam:https://www.webassessor.com/wa.do?page=enterCatalog&branding=SALESFORCE&tabs=111
  10. Whats next? Get your Advanced Admin, Developer, Sales and Service Cloud Consultant certifications : )  http://certification.salesforce.com/home

Edit: also download and work through this book! http://events.developerforce.com/en/promotions/orgs/fundamental_promo?d=70130000000tTE7&utm_campaign=Sign_Up_Fund_B&utm_source=Twitter&utm_medium=TwitterAd