This time on Salesforce Trails and Trials, hosts Jon Cline and Erik Yewell talk about Salesforce Classic vs. Lightning. Plus, lots of discussion about future integrations with Slack, how to do more with Flow, and the power of opportunity.

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.

Salesforce recently acquired Slack, and there are new integrations coming down the pipeline. Erik has been learning a lot about Slack and some of the coming changes discussed at Dreamforce. Jon has been tackling business rules for complex billing for some construction clients, prompting a tangent about Flow.

For this episode’s one small thing that can have big consequences, Erik and Jon talk about the impact of continuing to use Salesforce Classic versus switching over to Lightning. It can be hard to switch over, especially if organizations have a lot of legacy implementations that will take some work to convert. But in the end, sticking with Salesforce Classic will just continue to build technical debt and cause more and more problems as Salesforce focuses on Lightning. 


  • Using Slack to more quickly get clients on-boarded with slash commands and Flow.
  • Opportunity is often at your door but it doesn’t always knock.
  • Luck is the intersection of opportunity and preparedness (learn more about your luck surface area).