This time on Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk failure. Plus, unexpected consequences of changing picklist values, metadata dependency API, some helpful tools, the value of user acceptance testing, and bread.

Jon Cline has been working in IT since 1998 and is a very curious person. Erik has been in IT for 23 years and done just about everything you can imagine. They share their wins and worse so you can learn with them.

This episode starts off with bread—thanks for making everyone hungry, Jon. Here’s the sourdough recipe Jon used in case you’re inspired (and hungry).

Erik gets into metadata dependency API and dives deep into Flow vs. Process Builder. Jon learned about Elements.Cloud, a software that’s helpful for project discovery and planning.

For this episode’s one small thing that can have big consequences, Jon and Erik talk picklist values and all the different ways that adding, removing, changing, or deactivating a picklist can have unforeseen consequences.

To close, Erik talks about the importance of having a failure resume—being able to tell the story of your failures and what you learned from it. From there, Erik and Jon share some of their own failures and invite you to share yours. Give us a call at (540) 874-2575 to tell your failure story and we’ll share some of them on a future episode.


  • Scheduling: Jon talks about Lighting Scheduler, a Salesforce add-on and how it’s being used to do things like schedule thousands of car repairs in a single weekend after storm damage. 
  • CSM: Erik is excited about the great performance experts available to the customer success managers.
  • Data: More data has been created in the last five years than in all of human history (Forbes, App Developer Magazine, Silicon Republic). 
  • UAT is freedom: User acceptance testing (UAT) is a way to find out if what you’re doing works or not, and fix it from there. It frees everyone up to do a better job.