Salesforce coding lessons for the 99%Finally, Apex tutorials for point-and-click admins! Written by a self-taught Google engineer.
Salesforce coding lessons for the 99%
Preface: This is part of the Technical Architect series.
Most consider Technical Architects to be the highest individual contributor position in Salesforce.
It’s true – architects represent the pinnacle of Salesforce knowledge and they are likely the highest paid people in the room… but what does an architect actually do all day?
I’ve learned a lot about this path as I transitioned from a developer to an architect at Google and failed the Technical Architect Review Board. I thought I’d share some of my learnings!
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Architects are the technical leads of a Salesforce org |
This really goes without saying. What’s less obvious though is that if you have a bad Salesforce org, the architect is really the person to blame – that’s the level of responsibility put on the architect!
Is your Salesforce org too slow? Does the data model meet your reporting needs? How about security? Is the org over-engineered? Is the UI intuitive? Are there a lot of bugs?
An architect’s job is to make sure the right tools and processes are in place to prevent these issues!
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Architects are NOT people managers |
People and technology are two very different things. One person can’t manage both effectively.
In fact, the two positions are somewhat opposites. People choose the architect career path specifically to stay close to the technology and avoid managing people.
But that doesn’t mean architects can avoid people altogether. People skills are a critical skill for an architect – you must be able to influence people without directly managing them!
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Architects design solutions, but they don’t actually build them |
Someone who both designs and implements a solution is a developer. Architects are different because they mostly just focus on the design.
An architect’s design includes diagrams such as:
It might seem strange to have someone focus just on design and not actually on building things. As you may know, the devil is in the details. But in order to scale you must let go!
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Architects work on BIG Salesforce implementations |
Architects are masters of scale. The smaller the Salesforce org, the less it needs an architect.
If you were the CEO of a company and you could only hire one person to build your Salesforce org, you wouldn’t want to hire an architect. An architect’s specialty is designing, not building.
But if your company is massive and you have teams of people implementing Salesforce, an architect is your best friend! They’d make sure everyone is building according to grand design.
Practically speaking, if your org doesn’t have thousands of users, objects with millions of records, or highly sensitive business functions/integrations, you might not need an architect.
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Architects must be good presenters |
A huge part of your job is getting people to buy in to your technical vision.
You must present effectively to people with different backgrounds and objectives. Executives, business stakeholders, and technical teams are all interested in different things.
Presenting is such an important skill for architects that it’s the final test on your CTA journey!
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Architects are great developers |
90% of Certified Technical Architects I’ve met have development backgrounds.
While expert coding skills are not strictly necessary to be an architect, it’s a MASSIVE advantage as it opens up the doors to work on very complex scenarios. And if you’re going to be the technical lead of teams of developers, you should at least be able to speak their language.
You also have to pass developer heavy System Architect certifications such as Platform Developer I!
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Architects are often the red tape in an org |
Imagine a Salesforce org where everyone has System Administrator permissions in production.
Someone may innocently create a new field. Then someone else might want to install that cool new AppExchange app they heard about. Oops! The intern accidentally deleted all your permission sets!
This simply will not scale. The more admins and developers you have, the more controls need to be in place so things don’t accidentally break. It is the architect’s job to enforce these rules!
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Salesforce is just one piece of an architect’s knowledge |
One can’t only know Salesforce and expect to become an architect!
In bigger companies, Salesforce is a small piece of the ecosystem. Architects must know:
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Most architects work at consulting firms or Fortune 500 companies |
Big Salesforce implementations almost always use consulting partners. If not, they likely have big Fortune 500 resources to spend on a big internal Salesforce team. Architect’s are all about big!
Do architect positions exist outside of these two categories? Definitely! There are always smaller shops that have surprisingly interesting Salesforce orgs. It’s just more rare.
Plus, any company can slap an “Architect” title on a job position =)
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Final thoughts… |
I hope this gives you a better picture of the Salesforce Technical Architect career!
If it sounds scary to you, that’s normal. It all sounds scary to me too. No one said it’d be easy!
But you can certainly bet it’s all worth it. Mastery is something we all strive for in the things we care about. The money and the fancy title don’t hurt either!
David
P.S. if you’re still wondering which Salesforce career path is right for you, check this out:
Salesforce Career Personality Quiz!
Was Dreamforce 2019 the best Dreamforce ever?!
Yes, yes it was! But it was so different than the Dreamforces of the past.
Over the years we’ve been spoiled by career-changing announcements such as Chatter, Salesforce1, Lightning, and Einstein. But this year there really was no big announcement. For the first time ever, post Dreamforce, I don’t feel an urge to try out that next great feature.
…But then how is 2019 the best Dreamforce ever?!
The short answer is Salesforce doesn’t need a career-changing feature every Dreamforce anymore. Just like how Apple no longer needs to blow our minds each keynote to stay in our hearts.
The totality of Salesforce’s innovation has brought us to a point where the industry is bigger than anyone could have predicted, and we lucky to be witnessing greatness.
Here are the top 10 things you need to know from this year’s Dreamforce:
1. Customer 360 Truth is here
Ask any Salesforce employee and they’ll say Customer 360 Truth is the big announcement of 2019.
Customer 360 Truth is that one, singular view where you can see everything you ever wanted to know about a customer… but wasn’t this announced at Dreamforce 2018?
As a customer who only uses four Salesforce clouds versus the 22 shown in the demo – I really have a hard time seeing what 360 does versus the regular Salesforce 18 digit ID!
Gotta buy more Salesforce products I guess!
2. The true BIG moment of Dreamforce: Keynote Protestors!
15 minutes into the Dreamforce Keynote the unthinkable happens: a protestor stands by the main stage, disrupts Marc Benioff’s speech, and brings the entire keynote to a halt.
Mr. Benioff is suddenly thrown into one of the pivotal moments of his career. Millions of people are watching in a state of shock, wondering what he’ll do. A wrong move could cripple the Ohana forever.
Without missing a beat and in the name of free speech, Marc gives the protestor 30 seconds to speak his mind to the audience. A countdown timer appears on the screen.
It was a surreal moment that I’m still thinking about today.
In case you’re wondering, the protestor was speaking out against Salesforce’s contract with the CBP.
3. Tableau hits the Keynote stage!
Wondering what Salesforce’s massive $16 billion acquisition of Tableau means for the industry?
Well, the Dreamforce Keynote probably opened up more questions here than they answered.
If you didn’t know, Tableau is one of the world’s leading companies in the analytics space. Think super advanced reports and dashboards. Think Einstein Analytics.
Is Tableau going to replace Einstein Analytics? Is Salesforce going to sell two competing products in the same space? Are the products going to merge? These questions went unanswered!
4. Einstein Voice – create custom skills
I’ve always loved the idea of Einstein Voice. Virtual assistants are all the rage these days.
Now we can make our own Einstein voice commands – no code required. For example, create a custom voice command for sales reps that’ll tell them if they’re on track to hit their quota.
While I believe that it’ll be a few years before Einstein Voice is well adopted (just like in our personal lives), tech like this makes me wonder how other companies can possibly compete with Salesforce!
5. Developer Keynote – Evergreen functions are here!
The big developer announcement this year was Salesforce Evergreen.
Evergreen makes it easy to hook into Salesforce events when using non-Salesforce technologies. Your Node.js app, for example, can quickly be triggered by a Salesforce Platform Event.
The Evergreen announcement mentions non-Salesforce technologies no less than 15 times. It’s time to embrace the fact that you need to know more than just Apex and Lightning long-term.
Not gonna lie, I watched every minute of the Developer Keynote and I still don’t fully understand what Evergreen is. This seems to be the new normal for most Dreamforce keynotes!
6. The REAL Developer Keynote hero – Lightning sandboxes!
Finally, an announcement that I understand!!
Lightning Full Sandboxes are here, and despite my best Googling, little has been published online.
Here’s what we know:
So when would we use Lightning Full sandboxes versus regular Full sandboxes? Great question!
7. Mulesoft is the future of integration
When Salesforce acquired Mulesoft in 2018, I thought it was cute. What a convenient little tool it was for making any integration easy. I expected it to sit quietly in the back seat of the car.
But keynote after keynote, Salesforce has given Mulesoft big minutes in the spotlight.
Suddenly it’s starting to make sense to me. Salesforce is just a small part of the equation these days. No longer do you have Salesforce sitting alone in your company. It needs to talk to everything. Pretty much every keynote announcement reinforces this. Salesforce is now part of the enterprise.
Plus, every solution on the Certified Technical Architect Review Board uses Mulesoft. Invest!
8. At least two new Architect certifications!
I kid you not, every single person I talked to at Dreamforce wants to be a CTA one day. This is a far cry from just a few years ago when no one knew what a Technical Architect was.
The Architect path has come so far. Kudos to the Salesforce team and for community gems such as Ladies Be Architects for blazing this journey for us.
And now the Architect journey takes its next step forward. Beyond the CTA, we have at least two new certifications. Check out the Partner Keynote at 36 minutes for more info!
9. The best part of Dreamforce is the community
Community driven events are the real can’t-miss sessions of Dreamforce.
If you miss a keynote, or even your favorite session, you can always catch it later online. Miss a community event and you missed your chance forever.
Most of my favorite moments this Dreamforce were from community events led by WIT Developers, Ladies Be Architects, Salesforce Saturday, and RAD Women Code. There’s nothing quite like unwinding with ultra nerds like you after a busy day at Dreamforce.
Pro tip: at Dreamforce, make sure to attend at least one community driven event a day!
10. Free swag is dead at Dreamforce.
The days of coming home from Dreamforce with 50+ t-shirts are over.
This year, Salesforce didn’t give out a single official t-shirt. Not even if you finished any of the event quests. I was so desperate I ended up buying one from the store.
The expo was no better. Among the hundreds of booths, you were lucky if you got 5 shirts.
Well, fortunately there was some top quality swag given away by yours truly!! In case you’re wondering, the answer to the free t-shirt puzzle is ARCHITECT!
If you didn’t get a free t-shirt from me, don’t worry, I’ll have a global contest coming this year!
Hope to see y’all at Dreamforce next year!
P.S CONGRATS to Lauren Zolp for winning the Golden Hoodie this year!! Lauren is a former Air Force linguist who found herself unemployed. In six months (with a newborn baby!), she learned to code, passed the Platform Developer I certification, and got a job as a Salesforce Developer. Incredible!
So much good news!!
First of all, I’ve updated the Apex Academy with the latest developments in our industry! Sweet!
Next, the Apex Academy is FREE from now until Sunday November 24th!
I really just want to make it as easy as possible for you to learn to code. Gonna continue to update and add content so you’re never wondering if you can really do this or not!
BTW, I continue to offer scholarships to veterans, their family members, and anyone else in financial need. Email me at sfdc99.mailbag@gmail.com to apply.
Have a great weekend!
David
It’s my favorite time of year folks!!
Dreamforce is here. A time for inspiration, learning, and meeting friends.
…But really most importantly, it’s a time for swag.
How to get a limited edition SFDC99 shirt:
Step 1: Find me in person at Dreamforce.
(If you want to learn to code, my session would be a good place to find me!)
Step 2: Tell me what word is highlighted in blue in this puzzle!
Across:
1. Salesforce ultimate mastery
3. The new elephant Trailhead character
Down:
1. Raccoon costumed Trailhead character
2. CEO and Co-Founder of Salesforce
4. Salesforce’s Aritifical Intelligence product
5. Dreamforce 2018 band
I’ll have t-shirts in every size in both men’s and women’s fits =)
Good luck everyone and happy Dreamforce!
P.S. for those of you NOT attending Dreamforce, don’t worry I’m having another special t-shirt giveaway soon that’s open to everyone around the world!
It has been a while since I gave a real session at Dreamforce!! Let’s do this!!
Check out my session if you have absolutely any interest in:
Of course, I’m going to give out a bunch of special SFDC99 Golden T-Shirts after the session too! It’s my only session and it’ll be the best way to find me!
Dreamforce sessions fill up quickly, so make sure to enroll in my session to guarantee a seat!
At the end, you’ll receive specific steps to continue learning Apex to grow your career. Presented by an accidental admin who taught himself how to code and eventually became a Salesforce Technical Architect at Google.
Enjoy Dreamforce!
David
David’s note: Clay, you’ve worked so hard and proven to the world that certifications are the BEST way to quickly increase your salary! Thank you for teaching the world this formula and inspiring others to take charge of their careers!
David,
It was so awesome to meet you in person and chat with you over lunch at TrailheaDX, and it was great to see you on stage at Dreamforce and receive the Golden Hoodie!
It all started back in 2013, when I got a job at a solar company, working with their inside sales team as a business analyst. They used Salesforce to manage their potential customers and so forth, and though I had only briefly used Salesforce at another job before then, it was the first opportunity I had to really get acquainted with it. Over the next year and a half, my life had progressed through some major milestones; I got married, my wife and I bought a house, and we were now just a few months away from expecting our first baby, and then one day my boss invited me into his office to give me the news. Since our company had been merged into another (bigger company) some months earlier, my position was being dissolved and I was losing my job. I was devastated. How was I going to provide for my new family and afford to keep the house we had just bought?
Based on what I had learned about Salesforce during my time there, and what I had discovered about the job and career opportunities within the ecosystem after having been canned, I decided to make a decisive career move and become a Salesforce admin. I started looking for jobs in my market and spent some time going through Trailhead and following along with the exercises in my Developer Edition org.
I came across a Salesforce admin job at a local (much smaller) solar company, which also happened to be based pretty close to where I lived – it seemed to be the perfect fit for me. It was close enough that I decided I would just stop by and introduce myself in person, rather than simply applying online like most people would, hoping that would increase my chances of getting an interview. I found the office (it was a bit hidden), but there wasn’t anyone available at the time to speak to me, so I left my contact info and hoped to hear back from them. The hiring manager let me know later that day that they had just recently filled the position, but that they would keep me in mind in case any other opportunities came up. I was bummed to say the least.
A few months later, and still only semi-employed (I was working side jobs but my income was less than stable), I received a call from the hiring manager at the local solar company and they had a position they wanted to talk to me about. I agreed to meet, and was then offered a position as a junior Salesforce admin! I was so excited I could barely contain myself. Over the next few months, I did the best work I could and learned as much as possible about the platform, and then this company did the same thing to our senior admin that was done to me earlier that year – they laid him off, and gave me the reigns.
I was the sole Salesforce admin/ developer for the company for the next year and a half, and during that time gained invaluable experience. During that time, I also achieved my first two Salesforce certifications, Admin and App Builder, and eventually got to thinking I might be a bit underpaid for all of the growth I had achieved. By this time, I had also set my sights further on the Salesforce horizon, thinking I might like to learn the development (coding) side of the platform, and maybe even go on to someday become an architect!
I began to dip my toes in the job market and see what was available, and to my pleasant surprise, found that Salesforce professionals were indeed in high demand and my knowledge/ skills/ experience were worth a lot more than what I was being paid. After going through several interviews with a handful of recruiters, I was faced with not one but two job offers! Both were offering at least 50% more than I was currently making, which was obviously amazing, and actually one was about $5,000 more than the other, yet it was still a tough decision to choose which offer I should accept. The higher offer was with a large enterprise with multiple orgs, which would have been a great opportunity to expand my capabilities as an admin, but I felt like I might have a harder time progressing much beyond the role of admin with them. The other offer was with a local Salesforce consulting Partner, and while the pay was slightly less, I felt that the experience I could gain as a consultant would accelerate my growth and open more doors in the long run. I ended up opting to go with the latter.
It was with this partner that my path became clear. I came to really enjoy the aspects of discovering our clients’ needs and designing solutions. It was there that I set my goal of achieving the top of the Salesforce pyramid, the title of Certified Technical Architect. It would be a long journey, to be sure, but it would be a great journey and worth all the effort. However, you don’t just climb a mountain or run a marathon without some training first. I continued to utilize Trailhead and soon became a Ranger, and then cemented my foundation with a few more certs: Advanced Admin, Service Cloud Consultant, Sales Cloud Consultant, and Community Cloud Consultant. I also made use of the excellent Apex Academy on Pluralsight (by none other than David Liu!), and earned my Platform Developer 1 certification as well!
By about this time, I had been contacted by a job recruiter with another offer that I couldn’t refuse. It was with another Salesforce consulting Partner, the raise was as big as the last raise I got (putting my salary at about double what it was a year prior, and triple what it was back in 2013!), and the benefits were to die for; I’d be working remotely from home, my health insurance for my entire family would be fully paid for, plus 401k match, paid vacation and paternity leave, you name it. It’s just about everything I would want in a job, and the people have been great. Since joining this partner, I’ve also gone on to earn the Sharing and Visibility Designer, and Data Architecture and Management Designer, making me a Salesforce Certified Application Architect, and from there, Development Lifecycle and Deployment Designer, Identity and Access Management Designer, and Integrations Designer, finally making me a Salesforce Certified System Architect!
I know I still have a ways to go in terms of knowledge, certifications, and experience before I’m ready to tackle the prestigious Certified Technical Architect, but I can’t express how grateful I am to God, and to all of the people who have helped me come this far along my journey. The Salesforce platform is a great ecosystem to build a career on and has been an amazing blessing to my family and my life. Thanks David for sharing your story of progress and being an inspiration to me and many others.
Clayton
Inspired by this story?
Read more success stories from other SFDC99 students!
Want to tell the world your story too?
Email it to sfdc99.mailbag@gmail.com and your story could be heard around the world!
How many times in your life do you get to go to a Salesforce conference in Australia?!
Is Down Under Dreaming – Brisbane the conference that’ll spark something big in your life?!
I always say, go to every single Salesforce event, because you never know when you might have that chance encounter that changes everything for you. I hope this is the one!
And with many heroes of the Salesforce world attending such as Chris Duarte, VP of Trailhead, Susannah Kate of #LadiesBeArchitects, and Steven Herod, one of my personal IDOLS…
Down Under Dreaming is shaping up to be something special. I got a good feeling about this one!
And if nothing else, at least stop by to say HI and grab a free t-shirt from me!
Down Under Dreaming – Brisbane Edition
October 24th, 2019
Register here
Special thanks to Rebecca Aichholzer, Jason Lawrence, Vickie Jeffery, and the rest of the Down Under Dreaming staff for inviting me!
I’ve been lucky to learn (through experience) that getting involved in the Salesforce community is the key to an extraordinary career. There are very few superstars outside of the community.
But most people will never learn this. They’ll never really go out of their way to really get involved. They’ll never learn what a multiplier the community can be for them.
It’s very sad in some ways – many people’s careers will never reach the heights they’re capable of.
What am I saying? I believe you’ll have significantly more long term success if you spend 10 extra hours in the community, versus 10 extra hours at work.
To learn more about why Salesforce MVPs Adam Olshansky, Jodi Wagner, and I believe this…
Check out our panel session recording: Get Engaged in the Salesforce Community!
Topics covered in the session include:
We talk about many personal stories in the session, including some I’ve never talked about before.
I hope you enjoy it, and as always, don’t hesitate to reach out to us!
David
P.S. Special thanks to the Official Trailblazer Summit organizers for inviting us to speak on this topic!
Finally after all these years I get to share with you all my wisdom on how to make a successful blog!
Did you know? When I started this blog in 2013…
Even though I had so many career and personality flaws (I still do), more than anything, I wanted to make a difference in the community. And somehow, SFDC99 endured and changed my life.
…And if I can do it, so can you!!
Watch my full presentation to hear all my stories and learn my tips on how you can build a bigger and better blog than mine. I hope blogging can change your life like it has for mine!
Special thanks to the Official Trailblazer Summit organizers for inviting me to speak on this topic!
HOORAY!!!
I am very pleased to say that you can watch the ENTIRE Apex Academy for FREE this weekend!
Register for the free weekend and access all of this for FREE!!
DON’T FORGET TO REGISTER TO GET ACCESS!!
(No credit card required!)
Now if you have A LOT of free time this weekend, it’s the perfect time to cram my 15 week Salesforce Development Curriculum. I know it’s a lot! I just like the idea of maximizing free stuff =)
Speaking of free stuff, I believe it’s time for another free t-shirt giveaway… stay tuned!
David
