This is a PowerPoint that includes all of the presentations from the 2019 Jacksonville, FL TrailheaDX Global Gathering event.

1. WELCOME
to the
Jacksonville, FL Trailblazer Community Groups
2019 TrailheaDX Global Gathering
Tuesday, July 16, 2019

2. Session 2
Agenda

3. Community Group Leaders
Marc Lester
Marc.Lester@trailblazercgl.com
Salesforce Consultant
Coastal Cloud
Adam Haas
Adam.Haas@trailblazercgl.com
Salesforce Consultant
Coastal Cloud
Administrators Group
Mike Griggs
Mike.Griggs@trailblazercgl.com
CEO
IveyTek, Inc.
Developers Group
Hayley Tuller
Hayley.Tuller@trailblazercgl.com
Project Manager
Arkus, Inc.
Nonprofit Group

4. Community Group Goals & Objectives
• Build a strong network of Salesforce users, administrators, developers,
business owners, partners and consultants in the Jacksonville region
• Share Salesforce advice, lessons learned, and experiences amongst the group
• Ask questions / answer questions related to Salesforce (Apps, Technical,
Configuration, Business Process, etc…)
• Post job opportunities and find Salesforce talent

5. Housekeeping
• Restrooms
• Drink Tickets Required (but there is no limit)
• Authentic Irish Food will be available at 4:00pm, with more at 7:00pm

6. THANK YOU TO EVERYONE THAT RSVP’ED TODAY!!!

7. New to the
Trailblazer Community?
WELCOME
to the Salesforce Ohana!!

8. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use
of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

9. “What the heck is TrailheaDX?”
TrailheaDX is similar to Dreamforce, but smaller in attendance and
with more of a focus on Developer and Admin content.
Here is a highlight video that will give you an idea about TrailheaDX.

11. TrailheaDX ‘19 Highlights for Admins
#AwesomeAdmin
Marc.Lester@coastalcloud.us, @MarcJLester
Marc Lester
Salesforce Consultant, Coastal Cloud

12. Thank You for Attending!
TrailheaDX ‘19 Global Gatherings

13. Agenda
1. TrailheaDX ’19 Event Overview
2. Opening Keynote Highlights
3. Low Code Super Session Highlights
4. Breakout Session Highlights

14. TrailheaDX ‘19
Event Overview

16. Social Highlights
#TDX19
#AwesomeAdmin
#CodeGoals
#Lightning

17. Opening Keynote
Highlights

18. Opening Keynote: Speakers
Parker Harris
Co-founder & CTO
Sarah Franklin
EVP, Dev Relations and
GM, Trailhead
Leah McGowen-Hare
Sr. Director, Trailhead
Evangelism
Ryan Ellis
SVP Product
Mgmt, Platform
Zayne Turner
Principal Developer
Evangelist

19. Opening Keynote: Theme
The Empowered Trailblazer:
Continuous Innovation on the
Salesforce Platform

20. ​Build networks with clicks
​Automate data with Lightning Platform
​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

21. Deliver Continuous Innovation on the Salesforce Platform

22. Learn New Skills
KEY ANNOUNCEMENTS
NEW Trailhead Modules:
1. AI Ethical Use
2. Indeed resume writing strategies
NEW Marketing Cloud Developer Cert
Over 14M Badges have been earned
by Trailblazers like you!
NEW Trailblazer Connect
NEW myTrailmoji

23. Video From Opening Keynote - RAD Women
Click here to play the RAD Women Video!

24. Build Modern Apps
KEY ANNOUNCEMENTS
NEW Lightning Web Components
Open Source:
Developers can now use the same
framework on and off the Lightning
platform, learn by exploring the
source code, and ​help drive the
roadmap by contributing code
NEW Einstein Platform Services:
Einstein Predictions Service
Einstein Optical Character Recognition
Einstein Translation

25. Video From Opening Keynote - Susannah St-Germain
Click here to play Susannah’s Trailblazer Story!

26. 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

27. Video from Keynote: Phil Connaughton
Click here to play Phil’s Trailblazer Story

28. Congratulations to the 3 Newest
Golden Hoodie Recipients
Watch the full keynote here

29. Low Code Super
Session Highlights

30. World’s Greatest Low Code Platform
The Lightning Platform empowers business and IT to work together
Low-code builders
Anyone can solve business problems fast
using drag-and-drop tools, without writing a
line of code
Pro-code tools
Focus programmatic developers on the
highest-value initiatives like building
Lightning Components
Enterprise services
Ensure governed and compliant app
development, leveraging out-of-the-box
functionality

31. Build Together with Low Code
Fast + Fun Modern + MobileSmart + Automated

32. Build Together with Low Code
Lightning Flow
• Now on AppExchange. Install
reusable pre-built business
processes.
Einstein Next Best Action
• Add insight to your automation
and surface the right information
to right user at the right time.
Object Creator
• GA this summer. Convert any
spreadsheet into an app.
Salesforce Celebrations
• When a user updates a record
using Path, they experience in-
app confetti. Fun!
In-App Guidance
• Beta Summer ‘19. Create
customized, targeted prompts and
tutorials.
New Salesforce Mobile App
• Pilot Summer ‘19. Modern
navigation, rich record pages. Use
Siri shortcuts and Einstein Voice
for faster actions.
Fast + Fun Smart + Automated Modern + Mobile
Learn MOAR sforce.co/tdx19-lowcode (Trailmix)

33. Breakout Session
Highlights

34. 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

35. 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

36. 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

37. 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

38. 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

41. 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

42. 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

43. 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?

44. 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

47. Keep Blazing Trails!
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars & more
Trailhead
sforce.co/summer19
Skill up for the future and start a life-long
learning journey
Join us for the The MOAR You Know
sforce.co/buildspiration
Get #Buildspiration with Summer '19 features
Trailblazer Community
sforce.co/AdminTrailblazerGroup
Join thousands of peers in the Admin Trailblazers
Chatter Group

50. Introduction to MuleSoft
Karthik Dega & Bryan Higgins, Presenters

51. Today’s Speakers
Karthik
DegaCSA - AVIO Consulting
Khendys
GordonDirector of Integrations - Landstar

52. Introduction to MuleSoft
For Technical Leaders

53. MuleSoft’s Mission
“To help organizations change and innovate faster
by making it easy to connect the world’s
applications, data, and devices.”

54. Integration and APIs fuel digital transformation
Customer
Experience (CX)
Partner
Experience
Employee
Experience
New Products
& Services
Operational
Efficiency
● eCommerce
● Mobile
● Omnichannel
● 360° customer view
● Customer onboarding
● Partner onboarding
● Partner collaboration
● Employee onboarding
● Systems provisioning
● Benefits management
● New products
● New channels
● New markets
● Mergers & acquisitions
● Legacy modernization
● SaaS integration
● Portfolio rationalization
● Business automation

55. Data & Processes Are Highly Fragmented
Typical transaction crosses 35 technology systems

56. Project-Based Approach Creates More Complexity

57. The Application Network: Enabling Digital Transformation
COMPOUNDING
VALUEEvery application adds exponentially
more value to the network
SECURE BY
DESIGNVisibility and governance
at every node
BUILT FOR
CHANGERecomposable – it bends,
not breaks

58. Building apps is hard

59. Now building apps is everyone’s business

60. Salesforce + MuleSoft: Better Together

61. Integration becomes easy

62. Extend Salesforce with MuleSoft

63. Salesforce + MuleSoft : Better Together

64. Seamlessly connect Heroku and Salesforce

65. Extend Salesforce Integration Services with MuleSoft

66. Salesforce + MuleSoft : Better Together

67. Web app APIMobile API
Orders
Customers
Shipment
status
Order
status Order
History
Salesforc
e
customer
s
FedEx
shipments
OneSource
Call Center
SAP
customers
Process
APIs
Experience
APIs
System
APIs
Experience APIs
Process APIs
System APIs
A better approach: API-led connectivity

68. At the core of this: APIs as re-usable building blocks
Compete by leveraging
core competencies
Built-in security and governed access to
core systems - highly performant.
Can be moved across environments without
re-development work
Domain-level customer information -
discoverable, accessible through self-
service.
Customer
Identifier
Transaction
History
API Contract
Logic
Connectivity
Order
Management

69. INTENTIONAL
SELF-SERVICE
64% faster delivery
of APIs and
integrations
SECURE BY
DESIGN
94%
improvement in
integration
security
ACTIONABLE
VISIBILITY
63% reduction in
maintenance
costs
64% faster
delivery of APIs
and integrations
SPEED OF
DELIVERY
86% reduction in
deploy & run
costs
FUTURE-PROOF
ARCHITECTURE
Benefits of MuleSoft’s Anypoint
platform

70. MuleSoft Anypoint Platform
Connect Any App
Implement
any pattern
Run Anywhere
Manage Full
API Lifecycle
One Platform
The most advanced enterprise
platform for…
designing, developing and managing
APIs and integrations

71. Sales Execution
Retail & Shopper
Insights
Customer Engagement
Center
Modern APIs Enable the Application Network
Driving speed, agility and innovation

72. MuleSoft + Salesforce to power digital transformation

87. Instructions
Talk to as many people as possible and when a statement applies to someone you meet, write their name in the
box. You can only write each person’s name on your sheet once. Try to get a name in all boxes and shout
“BINGO!” when all your boxes have a name. First 5 to complete, or 5 with the most boxes with names after 15
minutes, will be eligible to win a Certification Voucher!
In the end, we all win by learning more about our peers. Good luck and have fun!

88. Network and …

89. Session 2
Agenda

90. Marc Lester
Salesforce Consultant, Coastal Cloud

91. Summer ‘19 Release Highlights for Admins
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

92. 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.

93. 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

94. 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

95. 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.

96. 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.

97. 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

99. Keep Blazing Trails!
Trailblazer Community
sforce.co/AdminTrailblazerGroup
Join thousands of peers in the Admin Trailblazers
Chatter Group
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars & more

102. Git, GitHub and SalesforceDX for
Admins
How to manage change using SalesforceDX tools
mike@ivytek.com, @ivytek
Mike Griggs, Jacksonville Developer Group Leader.

103. Why Version Control is important for Team-based
Development.
A team without Version Control
● No merge processes, they can easily overwrite each others
changes
● if Sandbox changes are overwritten, there’s no way to go back to
recapture them.

104. Why do I need source control?
Advantages of managing your changes
Keep your changes safe
Backup not just your data, but your config too
Have an audit trail of change
Who made that change, when and why?
Share changes easily between environments
Move from sandbox to sandbox and into production

105. What is Git, GitHub, GitLabs?
Git is a distributed version-control system for tracking changes in source code during software
development. It is designed for coordinating work among programmers, it can be used to track changes
in any set of files. Its goals include speed, data integrity, and support for distributed, non-linear workflows.
Git and GitHub share a name and mission, but they are not the same thing. Git is the application that
keeps track of everything related to the changes on your project over time. Repositories, Commits,
Branching, Merges, and tags
GitHub is a host for Git repositories with collaboration features. In addition to having access to
all the Git data in your repository, GitHub has features such as Issues, and Pull Requests.
Git handles version control and GitHub handles collaboration.

106. “DEMO TIME!”hope it works!

107. What did we just see?
Visual Studio Code and Salesforce CLI
Defacto tools for salesforce development and
working with Metadata.
Git and GitHub
Storing all the changes.
Checkout, Change, Commit
the basic lifecycle of moving metadata around.
What I did not show you?
Branching, merging, resolving conflicts, Continuous
Integration / Continuous Deployments

108. Whats Next?
How can I start learning this on my own?
Build an Automated CI/CD Pipeline with GitLab
https://trailhead.salesforce.com/content/learn/projects/automate-cicd-with-gitlab
Build Apps Together with Package Development
https://trailhead.salesforce.com/en/content/learn/trails/sfdx_get_started

111. Instructions
1. Go to kahoot.com
2. Click on Enter Game PIN!
3. Enter Game PIN shown
4. Answer Questions
Try to get the most correct answers. The Top Players with the most correct answers will be eligible to win a
Certification Voucher!
In the end, we all win by learning more about our peers. Good luck and have fun!
Summer ‘19 Kahoot
Quiz

112. Community Group Updates and
Closing Remarks

113. Step 1:
Explore the
latest quests &
jumpstart your
learning habit
Step 2:
Choose your
quest and set
your learning
goals
Step 3:
Unlock limited
edition
community
badges or win
sweet prizes.

115. 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.
Share on Social Media
The global gatherings iron-on patch you received today is not
only a celebration of global gatherings, but also of us Trailblazers
giving back together. Share the news on social media and tag
@firstweets.

116. Upcoming Group Events
 August – BEAM Volunteer Opportunity on Saturday, 8/3 from 9:30am-1:30pm
 August – Networking Event on Thursday, 8/22 from 5:00pm-7:00ish
 September – No Local Event Scheduled due to Florida Dreamin’
Administrators Group
 August – Developer Meeting on Wednesday, 8/14 from 6:00pm-8:00pm
 September – Developer Meeting on Wednesday, 9/11 from 6:00pm-8:00pm
Developers Group
 July – Quarterly Meeting on Wednesday, 7/24 from 9:00am-12:00pm
 August – Workshop Meeting on Wednesday, 8/28 from 9:00am-11:00am
 September – Workshop Meeting on Wednesday, 9/25 from 9:00am-11:00am
Nonprofit Group

117. Tweet, post and
share with
#BestOfTDX and
#TrailblazerCommuni
ty
Share Your Learning and Fun!
Post, Tweet, and Share with #BestOfTDX #TrailblazerCommunity #SalesforceOhana
@JaxFL_SF_Ohana

118. CALL OUT!!!
for
Speakers
We love to have customers present
about how they are using Salesforce!
Please let us know
if you are interested.

120. • Two days well-spent September 12th-13th
– 60+ Sessions
– 3 Session Rooms
– Resume / Interview Skills Area
– Maybe another Gator?
• Deadline for Sponsorship is 8/1
• Follow us on Twitter: @dreamin_florida
• NEW LOCATION: Doubletree by Hilton Orlando Airport
Register Now!

121. NOVEMBER 19TH-22ND

122. QUESTIONS?
Marc Lester
Marc.Lester@trailblazercgl.com
Salesforce Consultant
Coastal Cloud
Adam Haas
Adam.Haas@trailblazercgl.com
Salesforce Consultant
Coastal Cloud
Mike Griggs
Mike.Griggs@trailblazercgl.com
CEO
IveyTek, Inc.
Hayley Tuller
Hayley.Tuller@trailblazercgl.com
Project Manager
Arkus, Inc.

124. Network and …