Reading UK Community group TrailheaDX presentation

1. Reading, UK Community Group
TrailheaDX Global Gathering
Antonina.romanova@trailblazer.com
Antonina Romanova, Salesforce Consultant

2. Agenda
1. Introduction
2. Get to know me - Bingo
3. TrailheaDX highlights video
4. Summer 19 release highlights
5. Breakout session highlights

4. Trailblazers Give Back Together
Global Gatherings Donation to FIRST
By attending a TrailheaDX Global Gathering, you are part
of the Trailblazer Community donation of $2,000 USD to
FIRST.
About FIRST
FIRST inspires interest in STEM, innovation, and
professional values through robotics challenges among
600,000+ K-12 students.

5. Tweet, post and share
with #BestOfTDX and
#TrailblazerCommunit
y
Share Your Learning and Fun!
Post, Tweet, and Share with #BestOfTDX and #TrailblazerCommunity

6. Instructions
Talk to as many people as possible and when a statement applies to someone you meet, have
them sign their name in the box. Each person can only sign your sheet once. Try to be the first to
get five boxes in a row (horizontally, vertically, or diagonally) and shout “BINGO!” to win.
In the end, we all win by learning more about our peers. Good luck and have fun!

7. TrailheaDX ‘19
Event Overview

9. TraiheaDX Highlights Video
https://youtu.be/nrPsSLYle-M

10. Summer 19 Release
Highlights

11. Summer ‘19 Release Highlights
1. Salesforce Celebrations
2. Notification Builder
3. Row-Level Formulas
4. Enhanced Related Lists
5. In-App Guidance
More details on the highlights covered in
this deck can be found in the trailmix:
bit.ly/buildspirationadmintrailmix
12213

12. Slide 11
1 +rsaar@salesforce.com I can probably do it. What's the recording entail? Is it like a recorded webinar? When do
we need it by?
Gillian Bruce, 06/06/2019
2 due tomorrow EOD +gbruce@salesforce.com yea it would be screencast + talk track
Rebecca Saar, 06/06/2019
2 Can it be short & sweet, like just 1-2 min per slide? If so, I can do it tomorrow after RRL. +rsaar@salesforce.com
Gillian Bruce, 06/06/2019
1 +jchiles@salesforce.com +gbruce@salesforce.com here's a very hastily put together deck for Global Gatherings.
I know we need a recording as well. G - would you be able to do it? I can do it, but I'm not as familiar with these
features at this point.
Rebecca Saar, 06/06/2019
3 Yes! It can!
Rebecca Saar, 06/06/2019

13. Salesforce Celebrations
Celebration is a fun, visual way to engage your
users and celebrate wins with them right on
their Salesforce screen.
In Setup, find the Path Setting (and enable).
Then, configure your path to add celebrations
in step three of your Path configuration wizard.

14. Enhanced Related Lists (Beta)
With Enhanced Related
Lists, you can:
1. Show all 10 columns &
up to 30 rows
2. Smart column widths
3. End user sorting
4. Text wrapping
5. Resizable columns
6. Mass actions
#1 from Dreamforce
True To The Core
IDX points: 35,020

15. More Related List Enhancements with Filters
End users can now quickly filter related lists to
find just what they need. Filter on:
1. Text
2. Dates
3. Currency
4. Percent
5. Picklists
6. Lookups
7. Boolean
8. Many more
Quickly Filter Related List Data
#2 from Dreamforce
True To The Core
IDX points: 19,530

16. Notification Builder
Notification Builder puts you in
control of who needs to know what
and when.
Send customized in-app notifications
when important events occur with
Process Builder.

17. Row-Level Formulas
With row-level formulas,
you don't need to export
report data to a
spreadsheet or ask an
admin to create a one-off
custom formula field to get
important calculations for
your business.
Add formulas in Report
Builder.

18. In-App Guidance
Create pop-up windows to
help onboard and train your
users.
Include links to other
resources.
Customize:
• Page(s) for prompt to
show up on
• How often users see
the prompts
• Additional resource
links to include
Activate this feature in:
Setup | User Engagement | In-app Guidance

19. Build networks with clicks
Automate data with Lightning Pla orm
Easily connect partners
Complete the NEW Salesforce Blockchain
Module on Trailhead
Read the Intro to Blockchain for Admins
blog post on admin.salesforce.com
The fast and easy way to build trusted partner networks
Introducing Salesforce Blockchain

20. Integrate Any Data, App or Device
KEY ANNOUNCEMENT
NEW MuleSoft API Community Manager:
A tool that empowers everyone to share
integrations, and personalize experiences with clicks

21. Breakout Session
Highlights

22. Highlights from the Top 6 Breakout Sessions for Admins
Create a Vision for Salesforce
Shannon Gregg
Michael Gerholdt
How To Rock Your Salesforce
Demo (and why it matters)
LeeAnne Rimel
Decluttering Your Org: Steps to a
More Optimized Salesforce
Christopher Marzilli
Intro to Object Oriented
Programming (OOP) for Admins
Kieren Jameson
Measure Pipeline Performance with
Historical Tracking Reports
Liz Skaates
Make the Move to Lightning
Experience in 60 Days
Rebecca Saar, Kelly Walker, Melanie
Head

23. Create a Vision for Salesforce in Your Company
How Do You Create a Salesforce Vision and Get Your Stakeholders on Board?
1. Build the Vision
• What: Unfreeze old behaviors, change thought patterns,
refreeze new habits.
• How:
• Unfreeze: Interview execs, stakeholders on what they’d love
to see Salesforce do for the company.
• Change: Deliver the “art of the possible” by demonstrating
the capabilities of the Salesforce platform.
• Refreeze: demonstrate the new vision and orient
stakeholders to it.
2. Shape the Environment
• What: Model the new way, inspire the vision, challenge the
process, enable others to act.
• How
• Communicate the Vision: Use all of your methods to
communicate the vision of how Salesforce can be your
company’s central source of truth: email, text, Chatter,
team meetings, town halls, leadership retreats.
• Teach the Vision: Join team meetings to find ways to
replace non-collaborative methods with Salesforce (i.e.
using Excel for tracking).
• Host “Office Hours”: a time when users can come to
you with current challenges.
Unfreeze Change Refreeze

24. Create a Vision for Salesforce in Your Company
How Do You Create a Salesforce Vision and Get Your Stakeholders on Board?
3. Deliver the Results
• Determine the results and outcomes you’ll measure prior to
the start of your effort.
Take an Orientation of Power and Influence
• No one knows Salesforce better than you in your company.
You’re the expert!
• How: Benchmark the attitudes and adoption prior to launching
your vision project. This will help you to measure your delivery.
Deliver on a Behavioral Approach
• Can someone do their job outside of Salesforce? If so, the
vision isn’t yet complete; develop an end to end grand vision.
Resources
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars, and more
Salesforce Index Score
bit.ly/SFIndex

25. Step 1: Consider Your Audience and
The Goals of Your Demo
When do we demo?
Training End Users, Executive Sponsorship, Project
Updates, Community Groups, Salesforce Sessions, Job
Interviews & more!
What are our demo goals?
Adoption & training, support, encourage innovation
(release features, proof of concepts
Steps to Deliver an Impactful Salesforce Demo
How To Rock Your Demo
Step 2: Build Your Demo
The Demo Formula:
Business Need + Feature + Impact = AWESOME!
Apply the Formula
Use this formula for every feature/tool/customization you
want to show. This will help your audience understand why
you are showing them a particular area, and why it will be
impactful to them

26. Step 3: Deliver an Awesome Demo
Pre-flight checklist: Clean up or hide any distractions on
your desktop & browser. Turn on Do Not Disturb, close
all unrelated apps, hide bookmarks
Get Ready: Write out your click path, rehearse, make
sure you know where you will click and what you will
type
Take-off: Slooooow down, don’t overuse your mouse,
pause and let your audience review what you are
showing them
Helpful Demo Resources:
Trailhead: Reach Your Audience with Rad Content:
bit.ly/contenttrail
Podcast: Demos are the Ultimate Adoption Tool:
bit.ly/demopod18
Blog: 5 Tips to Rock Your Next Salesforce Demo:
Bit.ly/5tipsdemoblog
Steps to Deliver an Impactful Salesforce Demo
How To Rock Your Demo

29. Building Blocks of OOP in Salesforce
Classes are templates for things you’ll create. Classes
have variables and methods.
Variables are like temporary fields, they have data types
(just like fields do)
Methods are the sections of code that make something
happen
Objects are the individual items that we create from
classes.
○ Classes equate to Salesforce objects (that you’d manage in object
manager)
○ Objects equate to Salesforce records
○ sObjects are variables that store an entire salesforce record.
Triggers listen to changes to a specific object in your
database and then fire off methods within classes.
○ They can fire before you save the data (great for validation), or
after the save (great for creating related records).
○ They can fire when you insert, update, delete, undelete records.
Salesforce UI Field Data Type Apex Data Type
Text, Url, Phone, Email String
Checkbox Boolean
Number, Percent, Currency Integer & Decimal
Date, DateTime Date DateTime

30. Building Blocks of OOP in Salesforce
SOQL queries get data out of your Salesforce org. They
have three parts:
○ SELECT -- What fields you want
○ FROM -- What object contains the fields
○ WHERE -- Any filters you want to apply
DML is how we send sObjects from the code up to
Salesforce. You can use DML to insert, update, upsert,
delete, and undelete.
Resources
Trailhead
Build Apex Coding Skills (Trail)
○ Apex Basics for Admins (Module)
○ Object-Oriented Programming for Admins (Module)
Websites
http://radwomen.org
http://sfdc99.com
http://WomenCodeHeroes.com
http://archladies.com

31. Inspect Deals and Measure Pipeline Growth
Which deals have shrunk in value or been pushed out since last week?
Historical Tracking Reports Show Changes To Your Pipeline
Over the past few months, have we been building pipeline?

32. Other Use Cases
Time Period:
• Show changes for current
month and prior 3 months
Supported Objects:
• Opportunity
• Case
• Forecast
• Up to 3 Custom objects
Historical Tracking Reports Show How Your Business Has Changed Over Time