DevOps Diaries, brought to you by Gearset, is the podcast for Salesforce professionals to hear stories from folks in the Trailblazer ecosystem responsible for delivering awesome Salesforce implementations — the trials, tribulations, and successes. Hosted by Jack McCurdy.
The podcast DevOps Diaries is created by Jack McCurdy. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
This week on DevOps Diaries, catch up on the recording of a game-changing moment in the world of Salesforce DevOps — Gearset has officially acquired Clayton.
Join Jack McCurdy as he chats with Kevin Boyle (Gearset CEO and Co-Founder) and Lorenzo Frattini (Clayton CEO and Founder) about their vision for the future. They discuss how this acquisition will transform the DevOps experience for Salesforce professionals, enhance product offerings, and unlock powerful new capabilities for customers.
Expect insights into:
- Why this acquisition? How Gearset and Clayton came together to redefine releases on the Salesforce platform
- What is code scanning for Salesforce?
- What’s next? An early sneak peek into the future of what to expect from Gearset
- Your role in this exciting new chapter!
This is your chance to hear directly from the leaders shaping the future of Salesforce DevOps. Whether you’re a current Gearset or Clayton user, a Salesforce expert, or simply passionate about Salesforce, you won’t want to miss this.
Learn more:
- Develop and deploy secure, well-architected Salesforce solutions using Clayton from Gearset
- Clayton’s 2024 State of Salesforce Development Report
- The State of Salesforce DevOps 2024 Report
- 10 common engineering mistakes Salesforce teams still make
About DevOps Diaries:
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.
Podcast produced and sponsored by Gearset. Learn more about Gearset.
Subscribe to Gearset's YouTube channel: https://grst.co/4cTAAxm
LinkedIn: https://www.linkedin.com/company/gearset
About Gearset:
Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial.
Chapters:
00:00 Introduction
03:10 What is Clayton and how did it come about?
07:00 Kevin’s background and how it resonates with Clayton
11:01 How does Clayton help Salesforce customers?
17:46 Clayton is for everyone and shifting-left
24:23 The cost of vulnerabilities and the importance of security
27:38 How Clayton helps catch vulnerabilities
32:00 Why Salesforce customers should adopt a more security-based mindset in an AI-driven world
38:54 Why Gearset acquired Clayton
47:10 What the future holds
51:08 Outlook for Gearset and Clayton customers and closing
Andy Utkan is a Salesforce MVP, founder of Flow Canvas Academy, and a Salesforce Flows expert. His newsletter, Salesforce Break, has over 10,000 subscribers. His involvement in the Salesforce community has been profound, providing support and guidance for thousands of professionals brining declarative automation to their Salesforce orgs.
In this episode, Andy and Jack chat about the power and potential of Salesforce Flows for automating business processes. He shares the benefits of visual programming and the ability to simplify complex technical concepts.
Andy emphasizes the importance of collaboration between admins and developers and its importance in being able leveraging the strengths of Flows and Apex.
He also addresses the challenges of using version control, testing, and deploying Salesforce Flows. He advocates for improved testing capabilities, using Gearset's Flow Navigator, and questions whether a Salesforce Flow certification is necessary.
Learn more:
- Gearset acquires Clayton
- How to deploy Salesforce Flows successfully
- Discover Gearset's Flow Navigator
- Discover best in class code analysis for Salesforce
About DevOps Diaries:
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.
Podcast produced and sponsored by Gearset. Learn more about Gearset.
Subscribe to Gearset's YouTube channel: https://grst.co/4cTAAxm
LinkedIn: https://www.linkedin.com/company/gearset
X/Twitter: https://x.com/GearsetHQ
Facebook: https://www.facebook.com/gearsethq
About Gearset:
Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial.
Chapters:
00:00 Introduction and Background
03:17 The Power of Visual Programming
09:01 Collaboration Between Admins and Developers
19:58 Challenges and Solutions in Flow Development
24:26 The Future of Flows: Specialization and Certification
35:34 Exciting Flow Updates in the Winter '25 Release
Steve Fouracre is the founder of Self Evolving Software (SES), and Head of Salesforce Delivery at Metacube. Steve started his career in the Salesforce ecosystem as a Salesforce Developer, and grew to managing Salesforce development teams for some of the largest businesses in the UK.
In this episode, Steve and Jack dive deep into the merits of using artificial intelligence to support Salesforce development. Steve's company SES provides a way to introduce AI into the development process in an impactful way — Steve shares what that means, and where in the software development lifecycle AI can have a positive and transformative effect.
Steve shares how we can make AI more useful for gathering requirements, as well as how the ability for AI to generate code is going to change the way that developers work. While it's easy to overlook the human aspect of this process, Jack and Steve discuss how people can make the biggest difference in the successful adoption and impact of AI.
Learn more:
- Where to find Gearset at Dreamforce
- How to automate your Salesforce tests
- Transform your AI enterprise with enterprise DevOps
- Connect with Steve
About DevOps Diaries:
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.
Podcast produced and sponsored by Gearset. Learn more about Gearset.
Subscribe to Gearset's YouTube channel: https://grst.co/4cTAAxm
LinkedIn: https://www.linkedin.com/company/gearset
X/Twitter: https://x.com/GearsetHQ
Facebook: https://www.facebook.com/gearsethq
About Gearset:
Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial.
Chapters:
00:00 Opportunities and considerations of using AI in Salesforce development
08:48 Streamlining the software Delivery lifecycle with AI
11:16 The role of human collaboration in AI development
27:17 The impact of AI on developers' careers
31:40 The future of AI products in the Salesforce ecosystem
Julián Duque is Principal Developer Advocate for Heroku at Salesforce. His background in Node.js allows him to think objectively about development on the Salesforce platform and how it scales. His work with Heroku gives him a unique perspective on where traditional software engineering, DevOps, and Salesforce development intersects.
In this episode, Julián and Jack discuss the importance of community in software development. Julián dives into how his career has developed in the Developer Relations space, and how sharing knowledge benefits the teacher and the student, building great relationships.
Julián teaches Jack what Heroku is, and shares some of the common applications. He explains how Heroku benefits Salesforce teams, and provides the foundation for integrating applications, enabling one source of truth for data so businesses can make data-driven decisions across their tech stacks.
Heroku is constantly evolving. Julián sheds light on the future roadmap, why he’s excited for the future of Salesforce and what we’ll be achieving with new technologies.
Learn more
Build applications with Heroku
Where to find Gearset at Dreamforce
How Gearset integrates with your tech stack
Salesforce DevOps for Data Cloud
About DevOps Diaries
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.
Podcast produced and sponsored by Gearset. Learn more about Gearset.
Subscribe to Gearset's YouTube channel.
LinkedIn: linkedin.com/company/gearset
Facebook: facebook.com/gearsethq
About Gearset
Gearset is the leading Salesforce DevOps platform, with powerful solutions for metadata and CPQ deployments, CI/CD, automated testing, sandbox seeding and backups. It helps Salesforce teams apply DevOps best practices to their development and release process, so they can rapidly and securely deliver higher-quality projects. Get full access to all of Gearset's features for free with a 30-day trial.
Chapters:
00:00 Get to know Julián
09:09 The Importance of Community in Software Development
19:38 What is Heroku?
24:09 Integrating Salesforce & Heroku
32:54 Common Use Cases for Heroku
36:25 The Future of Heroku: Next-Generation Platform
46:02 Advice for Developers Transitioning to Heroku
Kevin Boyle, CEO of Gearset, joins Jack on this episode of DevOps Diaries. Kevin’s career has taken him from software engineering intern at Microsoft, to leading one of the most successful Salesforce ISV’s as CEO. His background gives him a unique approach to running a business, with a foundation of great software engineering and product strategy.
Kevin & Jack discuss the origin story of Gearset and how it has grown over the years. They also talk about the intricate challenges of implementing DevOps practices in the Salesforce ecosystem and how Gearset has developed features to address those challenges.
Kevin emphasizes the importance of understanding the users' needs and continuously iterating, one of the core principles of DevOps itself, to improve the Gearset platform. He also shares his experience transitioning from a software engineer to a CEO and applying software engineering principles to other areas of business.
Kevin discusses the importance of continuous iteration and feedback in product development. He shares how the onboarding process at Gearset empowers employees to develop this mindset.
Kevin is passionate about the value of equipping Salesforce teams with the right tools to be successful in their jobs. He talks about some of the proud moments he’s had as CEO — expressing gratitude for the team and the positive feedback from customers.
Learn more:
Gearset revolutionizes Salesforce DevOps with new features
Manage long term projects in your CI/CD pipeline
Why DevOps toolchains need purpose build solutions
Five ways to improve your Salesforce DevOps strategy
About DevOps Diaries:
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube and your preferred podcast platform.
Podcast produced and sponsored by Gearset. Learn more about Gearset.
Subscribe to Gearset's YouTube channel.
LinkedIn: https://linkedin.com/company/gearset
Facebook: https://facebook.com/gearsethq
About Gearset:
We launched Gearset when we saw how lackluster DevOps was preventing teams from taking full advantage of Salesforce. We’d experienced first-hand how Salesforce allowed anyone to become a Trailblazer and build amazing apps, but then left you stranded, with only change sets or complex command lines to get your work to users. Gearset makes DevOps on Salesforce as simple as everything else on Salesforce. Get full access to all of Gearset's features for free with a 30-day trial.
Jack is joined by Daisy Garcia, CEO and founder of ImagineCRM, and Hannah Kahn, CRO at ImagineCRM. Daisy and Hannah share a love for philanthropy, and driving foundations and nonprofits to success through technology. Their love for their mission is equal to their passion for uplifting women in tech.
In this episode of DevOps Diaries, Hannah & Daisy discuss their experiences as women in tech, and how to support other women in the industry — including what they’ve done for each other. They share their diverse backgrounds and career paths, highlighting the importance of networking and mentorship.
Throughout the episode they emphasize the need for women to support each other and create opportunities for one another. The conversation also touches on the challenges women face in leadership roles and the importance of authenticity and vulnerability.
They wrap the episode with advice for attendees of the WITness Success, highlighting how to maximize their experience with networking opportunities that can be created intentionally.
Learn more:
ImagineCRM
Witness Success
Women in Salesforce DevOps, ignite your career
Bring your full self — Rebecca’s experience as a UX Intern
Join the women in Salesforce DevOps community
About DevOps Diaries:
Salesforce DevOps Advocate Jack McCurdy chats to members of the Salesforce community about their experience in the Salesforce ecosystem. Expect to hear and learn from inspirational stories of personal growth and business success, whilst discovering all the trials, tribulations, and joy that comes with delivering Salesforce for companies of all shapes and sizes. New episodes bi-weekly on YouTube as well as on your preferred podcast platform.
Podcast produced and sponsored by Gearset. Learn more about Gearset.
Subscribe to Gearset's YouTube channel
LinkedIn: https://linkedin.com/company/gearset
X/Twitter: https://x.com/GearsetHQ
Facebook: https://facebook.com/gearsethq
About Gearset:
We launched Gearset when we saw how lackluster DevOps was preventing teams from taking full advantage of Salesforce. We’d experienced first-hand how Salesforce allowed anyone to become a Trailblazer and build amazing apps, but then left you stranded, with only change sets or complex command lines to get your work to users. Gearset makes DevOps on Salesforce as simple as everything else on Salesforce. Get full access to all of Gearset's features for free with a 30-day trial.
Over thirteen episodes in 2024, we’ve learnt a whole lot. About Salesforce, leadership, DevOps, and personal growth. To mark the half-way point in the year, Jack has compiled some of the best snippets from all thirteen episodes!
Strap in and listen to brilliant nuggets of wisdom from a star-studded line up. There’s something for everyone. Technical advice, how to support your team, artificial intelligence, deployment management. If you can think of it, a DevOps Diaries guest has it!
Thank you to all the amazing guests for making this podcast what it is, and committing to sharing your wisdom with the Salesforce trailblazer community.
Learn more:
Watch the whole series on YouTube
Learn more about Gearset
The State of Salesforce DevOps 2024
Upcoming live DevOps events
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Abi Claus has been in the Salesforce ecosystem since 2011. She is passionate about spreading her knowledge to empower women in technology. She’s grown from a Salesforce admin to a Salesforce platform owner and director, and is now dedicated to sharing her knowledge and wisdom through her new venture as co-founder and Chief Visionary Officer of She Makes It Work.
In this episode, Abi discusses what it takes to be successful in the corporate world. She and Jack discuss the challenges of communicating effectively across your team, and with stakeholders above you to excel. They discuss how language plays a pivotal role in how information is relayed, using analogies as a powerful tool for being understood and heard.
Jack and Abi also dive into the importance of allyship, how you can make sure you’re seen and heard in every room, and why events like WITness Success are imperative to the growth and betterment of the Salesforce community.
Abi is candid with her experiences, regaling the time she spent crying in bathrooms learning SalesforceDX, and how she brings her authentic self and “true genius” to work.
Learn more:
She Makes It Work
Get the most out of SalesforceDX
Accelerate digital transformation with Salesforce DevOps
Register for WITness Success
Connect with Abi
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Jason Lantz is a prominent figure in the Salesforce ecosystem, known for his contributions to Salesforce DevOps and open source tooling. He is the founder and CEO of MuseLab, a company that enhances Salesforce ISVs' product lifecycles, and is the creator of CumulusCI and MetaDeploy. Jason was the Sr. Director of Release Engineering at Salesforce.org, where he led the development of tools that support nonprofits.
In this episode Jason talks about how to develop deployment practices with automation that benefit every Salesforce team. His experience in the ecosystem has been dedicated to addressing complex deployment challenges, which he talks about in depth.
Jack and Jason also discuss high-fidelity testing, sandboxes, and the merit of scratch orgs. They also dive into the human element of processes, why asking the right questions and effective partnerships leads to the best solutions.
Jason is an advocate for modular development — he shares how and where we can get started with second generation packaging.
Learn more:
Choosing between sandboxes and scratch orgs
Salesforce CI/CD best practices
Get the most out of SalesforceDX
How to automate Salesforce testing
Connect with Jason
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Nathen Harvey is Developer Advocate and the lead for DORA at Google Cloud, their DevOps Research and Assessment unit. For ten years Nathen has spearheaded tech communities and authored several reports that now form the industry standard for measuring DevOps performance. He was once a CRM system administrator too — he knows his stuff and the challenges we all face too!
Nathen joins Jack on the DevOps Diaries podcast to discuss all things metrics. In an enticing and insightful conversation, Nathen shares with us how the DORA metrics came to be, what they are, and why measuring performance is important for all teams to drive their businesses in the right direction.
Nathen also shares with us some of the common pitfalls of metrics, including Goodhart's Law, and what we can do to avoid them. If you’re unsure of where to start when it comes to measuring performance, or how to improve, this is the episode for you.
Nathen and Jack also discuss the wider market trends and how engineering teams can up their game using the SPACE framework.
Learn more:
DORA 2023 report
The State of Salesforce DevOps 2024 report
The common pitfalls when measuring performance
How to align metrics with business performance
Connect with Nathen
LinkedIn
X/Twitter
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Jolene Mair is a Salesforce Application Engineer at cybersecurity company, HackerOne. She is also a Gearset DevOps leader. Jolene has six-years of experience in the Salesforce ecosystem, is 11x Salesforce certified, and brings technical expertise and deep knowledge of Salesforce to an industry where protecting data and creating great user experiences are central to success.
In this episode Jack and Jolene go deep on data backup for Salesforce. They discuss why it’s important, why it’s overlooked, and why backing up and securing Salesforce orgs is a team sport.
If you’re wondering why Salesforce is tricky to back up, even more so to restore and how you can save yourself countless hours in downtime, this is the episode for you. Jolene shares some of the scenarios she’s found herself in, and what she did to overcome them — and you’ll never have to face the same challenges again.
Backing up your Salesforce org, or not, has consequences for your entire organization. Jack and Jolene dives into the knock-on effect on everyone from end-users, Salesforce admins, and even executives. This episode is your Salesforce backup bible!
Useful links
Who are Gearset’s DevOps leaders?
How to encrypt your Salesforce backups
Build a business case for Salesforce backup
The complete guide to Salesforce backup
Connect with Jolene
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Derek Bisson is a senior technology leader. He’s worked in the Salesforce ecosystem for 14 years, and cares deeply about how he can get the most out of his teams while leaving them feeling fulfilled and motivated.
In this episode Jack and Derek dive deep into communication and leadership. They explore the concept of “native genius” and how to create environments where magic can happen by unlocking creativity.
Derek has a background in business analysis, so communication and understanding the “job to be done” is an integral part of who he is. He discusses how everything is rooted in value creation and effective questioning to achieve the best results, while navigating the challenges of performance culture.
Leaving no stone unturned, Jack and Derek also chat about how we can approach ourselves and our own growth with humility and emotion management — recognizing how fear of failure plays into how we approach our day-to-day. They also discuss how leaders can create emotional safety for employees.
Useful links
How to manage multiple Salesforce orgs
How to align metrics to business value
Upcoming Salesforce events to boost your career
The Work Flow Podcast
Diary of a CEO
Connect with Derek
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Melissa Hill Dees is an innovator. She is committed to the Salesforce community, no more so than the non-profit community — she shares her warmth and energy with everyone that’s fortunate enough to cross her path. And we’re lucky enough to have her share with us on DevOps Diaries!
In this episode Jack and Melissa jump into the world of Salesforce non-profit. They discuss the ways that non-profit organizations can be as successful as the best corporations — by investing in the people that work for them, the technologies that can accelerate their success, great user experiences, and freeing up humans to “do more good”.
Jack asks Melissa how we can innovate to stop ourselves and businesses stagnating. They also chat about how data will shape every interaction we have with companies and institutions, as well as the important role that AI will end up playing in our lives. And, maybe the biggest question of all, “is SMS dead?”.
Useful links
Boundless by Vala Afshar
How to protect your Salesforce data
A guide to masking Salesforce data
Seed your Salesforce sandboxes with ease
Deploying Salesforce Communities for a better user experience
Connect with Melissa
X/Twitter
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Joy Shutters-Helbing is a Senior Manager at CapTech Consulting. She is also a wonderful mom! In this episode Jack and Joy consider where life and work intersect and how the skills we develop in our personal lives are applied to our profession.
If you like analogies then this is the episode for you. Hot Wheels, Lego, cars, rocket ships, and flying carrots all have their place here! Filled with laughter from the start, Jack and Joy discuss the bigger picture.
Nothing is off limits. Joy speaks to her experience with the Salesforce platform and how that’s tied back to what she’s learnt as a parent. She discusses everything from user management, to stakeholder relationships, to the continually changing capabilities of Salesforce. Joy also shares the importance of the Salesforce and Chicago community, and how it’s played a big part in her success.
Useful links based on key themes from this episode:
Attend DevOps Dreamin’ and meet Joy & Jack!
How Gearset helps Salesforce consultancies
The top priorities for Salesforce teams this year
How to improve team collaboration with DevOps
Connect with Joy
X/Twitter
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Lauren Krcatovich is CRM Development Manager at Cision. Her journey in tech has been shaped by business analysis and product management before taking the reins for overall Salesforce development.
In this episode of DevOps Diaries, Lauren shares why product and design thinking is critical to the success of Salesforce implementations. She uncovers the key stakeholders that need to be involved in projects from the start to achieve the best results — some may surprise you!
Jack and Lauren also dive into the importance of accountability and quality management across the organization. Listen in to get Lauren’s take on retrospectives and methods for continuous improvement that help you learn from project experience. They also discuss strategies for tech stack consolidation.
Useful links based on key themes from this episode:
How to align performance with objectives
What are the business benefits of DevOps?
How to manage multiple Salesforce Production orgs
The State of Salesforce DevOps 2024
Who are Gearset’s DevOps Leaders?
Connect with Lauren
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Jeremy Foster is a software engineer by trade, and now Manager of Salesforce Development at Pilot Company. Jeremy and his team have been on a DevOps transformation for 5 years, and he’s joined Jack on DevOps Diaries to tell us about the journey.
Jeremy articulately weaves through his own personal journey, and that of his team. Jeremy’s motto is “always be learning”, whoever you are, and that shines through in this episode.
Jack and Jeremy discuss the transition from change sets, adopting bespoke DevOps tooling to help streamline their process. From there, he tells the tale of adopting version control and CI practices that have transitioned into full development pipelines, and how Salesforce community events play a pivotal role in learning.
Pilot work closely with a number of system integrators. Jeremy also explores what it takes to work effectively with Salesforce consulting teams, and how to get the most out of your working relationships with them.
Useful links based on key themes from this episode:
Live in-person and virtual events for Salesforce DevOps
DevOps advice for consultants
How to manage your whole Salesforce pipeline
Where to learn Salesforce DevOps
Trailhead for Salesforce
Connect with Jeremy
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Rob Cowell is a DevOps advocate, Salesforce architect, and published author. Rob’s Salesforce career has spanned 13 years. He’s recently shared his knowledge and dedicated expertise in DevOps with the world via his new book, Salesforce DevOps for Architects.
In this episode Rob shares with Jack his experience and background as a Salesforce developer and architect that has shaped his career. Rob’s deep understanding of development best practices and agile methodology encompasses this conversation, as he shares what it means to be an architect on the Salesforce platform, and how anyone can get there with the right mindset.
Rob dives into how we can better engage with senior level stakeholders, how to work effectively across all depths of role, and what he’s learnt by being a regular contributor to the Salesforce community. Stay tuned to the end to hear the best pearls of wisdom from a DevOps expert, and where you can get your hands on some great Salesforce merch for even better causes.
Useful links based on key themes in this episode:
Order “Salesforce DevOps for Architects”
Shirtforce
Should you use scratch orgs or sandboxes?
When to build or buy a Salesforce DevOps solution
How to rock your role as a Salesforce Admin
Better understand your org as a Salesforce architect
Connect with Rob
X/Twitter
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Eric Dreshfield is a veteran of the Salesforce sphere. Spanning 15 years, Eric has held a number of roles across organizations that have shaped him into one of the most thoughtful, engaging personalities that you’ll find when you’re out and about in the Salesforce ecosystem. The work that he does has transcended the community, and he is credited with founding the first “Dreamin’” Salesforce event.
In this episode, Eric talks to Jack about the origins of Salesforce community conferences, and why they’re so important for the ecosystem as a whole, as well as for every single individual, regardless of role. They chat about how to get the most out of attending a professional conference, and what you need to know heading in so you’re in safe hands (which you always are at a “dreamin’” event!).
Jack and Eric also talk about the importance of advocacy, how to leverage your personal brand to build your career, and how simple it is to get started once we remove expectations. This episode really is a testament to humble beginnings and what might grow with a little bit of time, initiative, and passion!
Useful links based on key themes from this episode:
An interview with DevOps Advocate Rob Cowell
Forcelandia 2023: Unpacking the code, unveiling the magic
TrailblazerDX: First time tips for a terrific time!
Lessons learned from not being prepared for Dreamforce
How to improve performance with collaboration
Connect with Eric
LinkedIn
X/Twitter
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Luke is a global Customer Success leader and current VP Customer Success at Gearset. Luke started his career as a Salesforce Admin and has become obsessed with providing amazing experiences for customers through education, strategy, and technology. He has held roles with major SaaS companies and has played a pivotal role in scaling start-up businesses and guiding strategy post-acquisition.
In this episode Jack and Luke discuss what customer success teams need to be successful, and in turn make customers successful. This episode is a deep dive and a great resource for understanding why companies bring in technology to support their operations, and wonderful insight for Salesforce professionals into how their work on the platform impacts business success.
Luke also chats about the importance of education within teams, especially how iterative on-the-job learning enables success. He identifies what leaders can do to get the most of their teams to encourage learning and self development. Luke shares real-life examples of Salesforce teams that he’s worked with and the compounding benefit education, being consciously curious, and how showing vulnerability as a leader has had on their businesses.
Useful links based on key themes from this episode:
Match performance to business goals
How to improve performance with collaboration
Working with partners to increase customer success
Does my team do enough training?
Connect with Luke
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Laurel Jones is a Senior Product Manager at Amazon. Working for the Amazon Air team, Laurel is blazing trails for women in a male-dominated field. Laurel operates in the heart of the technology that is critical to Amazon’s success. Tune in to find out how Laurel is pioneering women in technology initiatives, and the pillars for their success!
In this episode Laurel chats to Jack about her experience as a Gearset DevOps Leader. Laurel shares how she has developed Salesforce skills from scratch, how she’s flourished in her career with a DevOps mindset, and how that’s allowed her to bring success to each of her customers as a consultant, as well as for end-clients.
We get technical in this episode, too. Laurel dives into the nuances of working backwards from the end result to figure out what time and resources are needed across projects. She shares her experience and advice for working with Digital Experiences (aka Communities), and how design thinking can foster wonderful results.
Useful links based on key themes from this episode:
What are DevOps priorities for 2024
How to deploy Salesforce communities
Overcome challenges with distributed teams
Salesforce CI/CD best practices
Why we need purpose built solutions for Salesforce DevOps
Gearset DevOps Leaders
Connect with Laurel
X/Twitter
LinkedIn
Connect with Jack
X/Twitter
LinkedIn
Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Meri Williams is the CTO of Pleo, and ex-CTO of influential challenger bank, Monzo. Meri has held technical leadership roles for the last 10 years, and over that time has developed a deep understanding of what it takes to build high-performing teams with a foundation of exceptional culture. She is also the Chair and Host of The Lead Developer conference — a conference for technical leadership centred around “Team, Tech, and Tools”.
In this fantastic episode Jack and Meri take a look at the nuances of culture and leadership. Meri gives her take on how you know you’re ready for that next step in your career as a people leader, or not as the case may be.. They also discuss the importance of reframing the feeling that doing great work only means more work to your detriment.
Meri is also a DEI leader, and has spent time understanding what’s important in creating an accepting, inclusive environment to work. It hinges on three things that you should consider as an employee or prospective employee in your organisation. Tune in to hear what they are!
Useful links based on key themes from this episode
How to improve team collaboration
How to create a successful Salesforce team culture
How to document your Salesforce DevOps processes
How to unite distributed Salesforce teams
Tips to assess your Salesforce teams' training needs
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
In this episode Jack reflects on 2023, sharing insight from across the year. Taking insight from The State of Salesforce DevOps survey, Jack dives into the response from the ecosystem; where we were, where we got to, and where we’re headed in 2024.
This episode covers the biggest buzzword in Salesforce right now, artificial intelligence. He dives into the buzzwords of the past — digital transformation, security, communities. And, the buzzword of the past that he thinks will make a strong resurgence, business value.
Useful links based on key themes from this episode:
Submit your responses to the State of Salesforce DevOps survey
How to adopt CI/CD for Salesforce
Learn Salesforce DevOps best practices
A complete guide to backup for Salesforce
How to calculate the ROI of Salesforce DevOps
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Randy is a Salesforce Consultant and one of the voices behind the popular Salesforce newsletter, Salesforce Cha Cha. Randy has a knack for simplifying technical content and injecting humour to make typically heavy concepts fun and digestible. Salesforce Cha Cha is a must-subscribe — “it’s a vibe”!
In this episode, Jack and Randy chat about how coming from different backgrounds outside of SaaS, consulting, or even Salesforce have been pivotal in the success of their careers. They talk about having forward looking vision, speak to process and scale, and bring culture to the forefront of the DevOps conversation. They also discuss how core skills are important, and going above and beyond as a consultant by caring, doing the right thing, and how you can empower clients.
Useful links based on key themes from this episode:
Salesforce Cha Cha
The secret to Salesforce success: DevOps culture
Creating a culture of success
How consultancies deliver DevOps successfully
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Julian Joseph is a Salesforce DevOps Engineer that has built hugely valuable experience during his time at Salesforce, Salesforce customers, and partners. Julian has built his career following best practice engineering principles and believes that a DevOps mindset has transformative power when combined with sound business strategy.
In this episode Jack and Julian dive into the importance of high-quality testing in the Salesforce delivery lifecycle, and how Julian has levelled up his career to help teams speed up and maintain high-quality Salesforce releases. They also explore the differences between developing Salesforce applications on the customer side and the partner side.
Tune in to also hear Julian’s recommendations for source control branching, his take on effective sandbox strategy, his predictions for the DevOps ecosystem as we approach 2024, and a surprisingly simple hidden challenge in Salesforce development.
Useful links based on key themes from this episode:
Should you use a sandbox or a scratch org?
How to automate unit testing for Salesforce
What are the salesforce version control best practices?
How to refresh a Salesforce sandbox
A complete overview to Salesforce test automation
How to avoid merge conflicts in Salesforce
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Nadina Lisbon is a Salesforce Certified Technical Architect and Golden Hoodie recipient, She is a pillar of the Salesforce community, supporting a number of great organizations focussed on skills, knowledge, and building great relationships to advance careers.
In this episode Nadina shares her brilliant take on becoming a Salesforce CTA and how it’s shaped her career. Tune in to hear her takes on how to learn effectively, how learning journeys change and develop, as well as how being an introvert is a superpower for communication. Learn from Nadina’s experience supporting the community through organizations like Ladies Be Architects and RAD Women, as well as how to communicate with executives and leadership.
Useful links based on key themes from this episode:
Salesforce DevOps for Enterprise
The top 10 business benefits of Salesforce DevOps
Culture: the secret sauce to Salesforce success
Building your Salesforce network
RAD Women
Ladies Be Architects
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Lorenzo Frattini has been a Salesforce Certified Technical Architect since 2016. He is also the founder of automated testing platform, Clayton.io. With extensive consultancy experience, having worked with some of the largest Salesforce implementations globally, Lorenzo brings a wealth of knowledge and problem solving experience to this episode of DevOps Diaries.
Tune in to hear Lorenzo's take on how Salesforce teams can embody a safe and secure attitude towards Salesforce development. Discover his recommendations for automated testing on the Salesforce platform, what it takes to "shift left", how process can outweigh technology in the race for success, and his opinion on how the role of artificial intelligence will improve the developer experience.
Useful links based on key themes in this episode:
- Salesforce test automation
- Shifting left with Apex static code analysis
- Automated unit testing for Salesforce
- DevSecOps for Salesforce teams
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Hayley Tuller is a United States Navy veteran, having served for 20 years as an Aircrewman, building deep technical knowledge and leadership expertise that has shaped an incredible Salesforce career transition. She is co-founder of Salesforce consultancy Navigators, is 12x Salesforce certified, and advocate for Veterans transitioning to tech supporting organizations like Trailhead Military and Merivis.
Jack and Hayley talk about Hayley’s transition to Salesforce, focussing on the technical skills, learning methods, and leadership lessons that make veterans an asset to organizations and communities post-service. They discuss what civilian organizations should look for, and how they can make the most of the community of veterans out there transitioning to tech.
Hayley also dives into some of the methods learnt in the military that have helped her become a successful Salesforce Consultant and Architect, including Operational Risk Management, a checklist mentality, and training for leadership, and how this applies to DevOps.
Useful links for key themes in this episode:
- The business case for Salesforce backup to mitigate operational risk
- Salesforce deployment best practices
- How to measure your Salesforce DevOps performance
- Salesforce Military
- Merivis
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Justin Edelstein has 17 years experience in the Salesforce ecosystem. He is one of the co-founders and now board member of Salesforce consultancy Arkus, is member of the Salesforce MVP Hall of Fame, and has been a key figure in establishing Salesforce’s Web3 offering.
In this episode Justin and Jack uncover what Web3 is and what the foundations of this emerging technology is, including a dive into what the blockchain and NFT’s are. Justin also shares his experience of guiding the development of Web3 Cloud with Salesforce, and how this technology has the potential to transform customer experiences.
Web3 goes far beyond art and cryptocurrency. Justin gives his take on how to create mass appeal where consumers can leverage this emerging technology, and how Salesforce customers have started to use Web3 along with AI in a secure way to provide new customer experiences and brand partnerships.
Useful Links:
https://www.arkusinc.com/blog
Justin Edelstein
https://www.linkedin.com/in/justinedelstein
https://twitter.com/JustEdelstein
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Grant Mangum and Deepak Veera are Salesforce Consultants at consulting company, Cloud Giants. Between them they have 14 years’ consulting experience, and have spent the last 4 specializing in CPQ implementations. They bring to the table tangible real-world experience and understanding of the nuances of a product rising rapidly in popularity.
In this episode we discover in-depth what CPQ is, and some of the challenges of working with it as part of your DevOps process. Jack, Grant, and Deepak chat about the particularities of building CPQ, ghost quotes, and the 3 key things that form the backbone of a great CPQ delivery process.
Grant and Deepak also share their thoughts on the differences of working with config data vs. metadata, and how important it is to have a testing process that is robust to be successful. Listen to the end to find out their recommendations on where you can learn more about CPQ, as well as what makes Gearset’s CPQ product awesome.
Useful Links based on key themes in this episode:
- How Cloud Giants use Gearset for CPQ to halve their Salesforce CPQ migration times
- A how to guide for intuitive Salesforce CPQ deployments
- Free whitepaper: Salesforce CPQ deployments
- Compare and deploy complex Salesforce CPQ configurations with Gearset
- Milo Massimo
- Cloud Giants Ask an Expert
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Taylor Grimes is an Architect at Salesforce, managing partner success with an Architect’s lens. Taylor has spent 10 years in the Salesforce ecosystem managing implementations for end-user customers, as well as designing solutions as a consultant. She is passionate about staying on the leading edge of technology, and ensuring the community has a wealth of resources to support their professional learning journeys.
In this episode Jack chats to Taylor about the fast-start to her career, and how Salesforce has played a pivotal role in transforming employee experiences with technology. Taylor shares how leaning into and understanding data can drive better decision making and improves a customer's relationship with a business.
Taylor also shares her take on what’ll be important for the partner ecosystem over the rest of the year, where we should focus our investment, and the most helpful resources that Architects can use as a foundation of successful processes.
No animals were harmed in the making of this episode!
Useful Links
Helpful resources (Quip): https://grst.co/3VpzykP
Taylor
https://www.linkedin.com/in/salesforcetay/
https://twitter.com/SalesforceTay
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Blanca Leon-Carter is a DevOps Architect and Principal Consultant at Slalom. Blanca has experience working with teams of all shapes and sizes with varying complexities of DevOps challenges. She is based in Chicago and is a Salesforce MVP, Golden Hoodie Recipient, Architect User Group Leader and advocate for diversity and women in tech.
In this episode Jack chats with Blanca about her journey through the technology space, and how she came to be the pillar of the Salesforce ecosystem that she is — traversing the world of non-profit organizations, higher-education, and eventually consulting via RAD Women Code. Blanca also shares with us how she gives back to the community that she has benefited from and become invested in, and how the community revitalized her career.
Blanca gives her take on some of the biggest findings from the State of Salesforce DevOps 2023 report. She predicts what we can expect from Salesforce DevOps and the wider ecosystem this year, as well as some of the challenges that Salesforce teams practicing DevOps are facing and how to overcome them.
Useful Links:
RAD Women Code: https://radwomen.org
The State of Salesforce DevOps Report: https://grst.co/3od3uUR
Blanca:
https://twitter.com/blancavleon
https://www.linkedin.com/in/bvleoncarter/
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Sam and Jack chat about the documentation that supports a great DevOps process. Tune in to hear about what documents you can add to support your delivery process, why good documentation is needed, and how you can keep documentation relevant in your orgs.
Sam is a DevOps Architect at Gearset helping enterprise customers with their Salesforce delivery processes, and self-confessed PowerShell pro.
Sam Crossland
Twitter: @crossland92
LinkedIn: https://www.linkedin.com/in/samuelcrossland/
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Jack and Jodi talk about the ever evolving role of the Salesforce Admin. Tune in to hear about how an Admin can rock their role, question everything, deliver value, and pick the path that's right for you.
Jodi is author of "Rock Your Role as a Salesforce Admin", a long-standing community member, and is a Senior Director for Salesforce Center of Excellence in her organization.
Jodi Hrbek
Twitter: @jodihrbek
LinkedIn: https://www.linkedin.com/in/jodihrbek/
Web: sfadminbook.com
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Jack and Ben chat about the origins of Salesforce Ben, and how it's developed to be the media platform it is today. Tune in to hear Ben's predictions for the ecosystem in the coming year, the kind of content you can expect to see from the recently re-launched SFBen YouTube channel, and his thoughts on where the community should be focussing their learning.
Ben McCarthy is the founder of Salesforce Ben, a non-exec director and strategy advisor, and an ex-Salesforce Consultant.
Ben McCarthy
Twitter: @SalesforceBen
LinkedIn: https://www.linkedin.com/in/salesforceben/
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Jack and Tracy (they/Tracy) talk about burnout in the workplace, what you can do to protect your mental health, and how you can make sure you continue to bring your best self to work. They also chat about working at NASA, self-reflection, and the support of the Salesforce community.
Tracy has 20 years experience in software engineering with a background in computer science, and self-confessed Flownatic.
Useful links based on key themes from this episode:
- 3 tips for building your Salesforce DevOps support network
- Seeking less work stress? Salesforce DevOps could be your answer
- How can Salesforce DevOps boost your work-life balance?
- How to improve collaboration: the key to success with Salesforce DevOps
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Ian and Jack talk about the functions of a Center of Excellence and how they contribute to successfully managing Salesforce implementations of all shapes and sizes. They chat about what they are, how to manage the CoE itself, and the benefits of having a set of standards to deliver business objectives.
Ian is CEO and co-founder of change intelligence platform elements.cloud, and a long-standing member of the Salesforce Ecosystem with over two-decades experience managing enterprise applications.
Useful links based on key themes in this episode:
- How to build a DevOps Center of Excellence at enterprise scale
- Free ebook: Salesforce DevOps at enterprise scale
- How to prepare your Salesforce instance for an IPO
- Why 43% of enterprises fail to see Salesforce’s true value
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Francis and Jack discuss the DevOps process map, and how teams can think objectively about their process by relating it back to Salesforce. They also chat about learning mechanisms, metrics, and the theory of constraints.
Francis is a Salesforce MVP, founder of AdmintoArchitect.com, and Co-organizer of Salesforce community conference, London's Calling.
Useful links based on key themes from this episode:
- Why awesome admins should upskill in Salesforce DevOps
- How DevOps improves your Salesforce release management process
- Velocity versus resilience: what’s more important in Salesforce releases?
- How to use DevOps metrics to improve your Salesforce releases
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Andy and Jack chat about what it means to be a DevOps Architect at Gearset — how to challenge and change a team’s delivery mindset, testing being an integral part of a safe DevOps process, traffic lights, and how continuous iteration is the name of the game.
Andy Barrick is a DevOps Architect at Gearset, the leading Salesforce DevOps platform. Andy has extensive experience in Salesforce delivery methodologies across ISV’s, end-users, and professional services.
Useful links based on key themes from this episode:
- Big picture decisions; small, iterative steps — an interview with DevOps Architects Amrut Patil and Sam Crossland
- Salesforce test automation
- Shifting left with Apex static code analysis using VSCode PMD
- The benefits of taking your time with Salesforce DevOps implementation
- Choosing the right Git branching strategy for your Salesforce team
Connect with Andy
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
Matt and Jack chat about developing high-performing DevOps teams and how mentorship plays a huge part in being successful, breaking things (in a good way!), as well as the importance of patience and giving back as an Engineering leader.
Matt Pieper is Director of Business Systems Engineering at CareRev and has been in the Salesforce ecosystem for 10 years.
Useful links based on key themes from this episode:
- In conversation with Matt Pieper: A journey to Salesforce CI/CD
- Salesforce CI/CD best practices
- How to create an agile CI/CD pipeline with a release branch strategy
- 10 common engineering mistakes Salesforce teams still make
- How to prepare for your DevOps Engineer interviews
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
In this episode Eric and Jack talk about how Salesforce has changed over the years, the relevance of Apex given the changes to the Salesforce platform, the importance of version control, and how a DevOps journey evolves when replacing change sets.
Eric Kintzer is a top 10 contributor on the Salesforce StackExchange, and has a software development career spanning 30+ years.
Useful links based on key themes from this episode:
- Which Git hosting provider is right for your Salesforce team?
- Salesforce version control best practices
- Version control for Salesforce
- Build a seamless Salesforce DevOps process with full version control integration
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
In this episode of the DevOps Diaries Podcast, Jack chats to Vanessa Grant about her journey as a Business Analyst and consultant, how her background in media has contributed to her career, and how delivering projects successfully comes down to great DevOps (even if you don't realise it).
Vanessa is Associate Principal Consultant at Simplus, a highly regarded Business Analyst in the Salesforce ecosystem, and a hugely valuable community contributor.
Useful links based on key themes from this episode:
- What is Salesforce DevOps?
- How to get your dream job in Salesforce DevOps
- How to improve collaboration to be successful
- Why get Salesforce DevOps certified?
- DevOps Dreamin' — the largest community event for teams building on Salesforce
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Podcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.
En liten tjänst av I'm With Friends. Finns även på engelska.