This is a combined deck with all of the presentations that were used during this session. It includes all of the slides during the Welcome & Introductions, Main Show Highlights, Admin Track Highlights, Developer Track Highlights, Community & Ecosystem Track Highlights, as well as the Community Group Updates & Closing Remarks.
Optimizing AI for immediate response in Smart CCTV
Jax, FL Salesforce Trailblazer Community Presents: 2020 TrailheaDX Global Gathering
1. Jax, FL Trailblazer Community
2020 TrailheaDX
Global Gathering
Trailblazing Together,
Innovating Through Change
Wednesday, Aug 11, 2020
2. AGENDA
2:00-2:15 Welcome & Introductions
2:15-2:45 Main Show Highlights
2:45-3:15 Admin Track Highlights
3:15-3:30 Networking Fun!!
3:30-4:15 Developer Track Highlights
4:15-4:45 Community & Ecosystem Track Highlights
4:45-5:00 Community Group Updates and Closing Remarks
3. Jax, FL Group Leaders
Andy Engin Utkan
BRDPro
Consulting
Salesforce
Saturday
Mike Griggs
Ivytek, Inc
Developer
Group
Kelly Scott
PACE Center for
Girls
Nonprofit Group
Hayley Tuller
Arkus, Inc
Nonprofit Group
Marc Lester
Coastal Cloud
Admin Group
4. Welcome to the Community
Group Goals & Objectives
LEARN
Get help, answers, and inspiration
from your peers and Community
Leaders.
CONNECT
Meet Trailblazers like you and
discover opportunities from
mentorship to employment.
HAVE FUN
Enjoy a warm, welcoming
culture and make friends from
around the world.
GIVE BACK
Inspire and mentor the next
generation while building your
skills and reputation.
TRAILHEAD: Trailblazer Community Groups
8. Forward Looking Statement
"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company's financial and operating results, which may include expected GAAP
and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals
and expected capital allocation, including mergers and acquisitions, capital expenditures and other investments. The achievement or success of the matters covered by such forward-looking statements involves risks,
uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking
statements it makes.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events, natural disasters and actual or
threatened public health emergencies, such as the ongoing Coronavirus pandemic; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our
business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales
cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations,
including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the
expenses associated with our data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features,
including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the
performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of
future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within our strategic investment portfolio; our ability to execute
our business plans; our ability to successfully integrate acquired businesses and technologies; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property
rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving
domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import
and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax
laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of the transfer
and the value of such transferred intellectual property; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission
from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
9. Housekeeping
● Please remain on mute, but feel free to unmute and ask a question or make a comment at any time
● If you would prefer, feel free to chat a question or comment
● We would love it if everyone that has a webcam to be on video, even if you are in your pajamas
10. Networking Fun!!
Tell Us Your Interests!
Please complete the GetFeedback Survey Link sent via the Chat in this
Zoom session to let us know your personal interests.
This will be for a networking activity that we will be doing later in this
session.
FYI…There may be cert vouchers associated with this activity!
18. Instructions
1. Go to kahoot.it
2. Click on Enter Game PIN!
3. Enter Game PIN shown
4. Answer Questions
Try to get the most correct answers as quickly as possible.
The Top 3 Players with the highest score will win a Salesforce Certification Voucher!
In the end, we all win by having fun learning together. Good luck and have fun!
Salesforce Basics Kahoot
Quiz
Winners
Send an Email to
Marc.Lester@trailblazercgl.com
to obtain Cert Voucher
Code
21. LowCodeLove: From Dynamic Experiences to Walkthroughs
Dynamic Forms & Actions
Transform static data into intuitive experiences
Increase your end-users’ productivity
Save your admins’ time
Key Resources
Be An Innovator
Trailhead Trailmix
Shubhankar Viragi
Associate Product
Manager, Platform
Farhan Tahir
Vice President of Product
Management, Platform
Tim Dubois
Director, Product
Management, Platform
In-App Guidance
Contextual in-app learning created with clicks
Built into the platform, no security issues or performance impacts
Admin Channel Highlight from VTDX 2020
Find all sessions on the Admin Channel
https://www.salesforce.com/trailheadx/admin-channel
22. Digitize Your Business Fast with Automation
Summer ’20: Flow Triggers
Trigger on record change or update
Trigger on schedule or platform event
Einstein Next Best Action
Add point-and-click decisioning support to your
automations and processes
Coming in Winter ’20:
Multi-column screens, up to 12 columns
Auto-layout mode means the layout is done for you-
lines and connections are all done for you
Key Resources
sforce.co/arch-guide-clicks-code
Build Flows with Flow Builder
Trailhead Trail
Alex Edelstein
Senior Director,
Product Management,
Automation and
Decisioning
Admin Channel Highlight from VTDX 2020
Find all sessions on the Admin Channel
https://www.salesforce.com/trailheadx/admin-channel
23. Build Reports Lightning Fast!
Disable Preview
Toggle off “Update Preview Automatically” to make adding
multiple fields faster
Quickly add fields by double clicking on them, rather than
dragging & dropping
Row vs. Summary Formulas
Add summary formulas to help users consume info quicker
Add row level formulas to compare data - no need to export
or create custom fields
Auto Add Fields to Report types
Beta in Winter ‘21: when a new field is created it’s auto
added to all associated report types
Key Resources
Reports & Dashboards
Trailhead Module
Ankita Dutta
Senior Product
Manager, Einstein
Analytics Experience
Anusha Surepeddi
Product Management
Director, Einstein
Analytics
Admin Channel Highlight from VTDX 2020
24. Introducing Security Command Center
Security As a Partnership
Salesforce views security as a partnership with you
Defense in Depth: Use layered security strategy-
starting with physical security all the way to data
security
Security Command Center
Gain unparalleled visibility into critical metrics
across all orgs in a single dashboard
Boost productivity with pro-active alerts to quickly
identify & eliminate security risks
Analyze trends so you can review your security
posture over time
Key Resources
Reach out to your Account
Executive for enrollment into
Beta program today.
Security Basics Trailhead
Module
Admin Channel Highlight from VTDX 2020
Rahul Awasthy
Senior Director, Product
Marketing
John Whelan
Director, Product
Management
Find all sessions on the Admin Channel
https://www.salesforce.com/trailheadx/admin-channel
Beta
25. Champion Productivity with Service Cloud
Customize for Each Persona
Personalize layouts with apps & profiles
Contextually show and hide content with
conditional visibility
Give Quick Access to Key Information
Keep critical info visible with pinned regions
Lay out the data in order of importance from left to
right
Key Resources
Service Insider Community
Service Cloud Specialist
Trailhead Superbadge
Make Service Cloud Smarter
Purvi Desai
Director,
Product Marketing,
Service Cloud
Save Time with Automation & AI
Reduce clicks on routine tasks with Macros
Minimize time spent finding answers and filling
out case fields with AI
Admin Channel Highlight from VTDX 2020
Find all sessions on the Admin Channel
https://www.salesforce.com/trailheadx/admin-channel
26. Breakout Rooms
Utilizing your responses from the survey earlier in this session, we
have assigned you to a specific Breakout Room!
I will open up the rooms shortly and you will get a notification to join
your respective room.
We want to keep this simple as this activity is meant for fun casual
conversations in smaller groups for us to get to know each other
better.
We will talk for about 15 minutes, then at the end…each group leader
will Spin the Wheel to give away a Cert Voucher!!
Winners
Send an Email to
Marc.Lester@trailblazercgl.com
to obtain Cert Voucher
Code
31. Trailhead: New Skills for the Future of Work
Einstein Recommendations
Skill up for the future with AI-powered learning
Personalized learning on desktop & Trailhead GO
Daily Reminders in Trailhead GO
Daily prompts guide your learning journey
Develop your learning muscle in the iOS mobile app
Key Resources
sfdc.co/TDX20Trailhead
Trailhead Medium Blog
Sarah Caporusso
@SarahCaporusso
New Trailhead Learning Content
Navigate the future of work with weekly content releases
Go digital fast and improve your Salesforce skill set
Find all sessions on the Community Channel
https://www.salesforce.com/trailheadx/community-channel
32. Resume of the Future
Salesforce Credentials are fueling jobs
30 Certifications and 18 Superbadges
4.2M new jobs by 2025
Prepare for Certification on Trailhead
Role-based learning paths and study resources
Apply your learning to real-world business problems
NEW JavaScript Developer I Certification
Every JavaScript Developer can now build on
Salesforce
Key Resources
trailhead.salesforce.com/credentials/
JavaScript Developer Cert:
https://sfdc.co/bdNtMT
Mac McConnachie
Senior Director, Trailhead
Find all sessions on the Community Channel
https://www.salesforce.com/trailheadx/community-channel
37. Developing Innovative Partner Solutions
for Work.com
Work.com Command Center
Single view for managing company’s response to
COVID-19
Monitoring/Setup/Administration
Architecture/Set up
Create a separate Work.com org to restrict access to
employee health data
Create managed package that includes functionality
that makes sense for Work.com use case
Demo
Build a Lightning Web Component for Command
Center
Key Resources
Join.Work.com
Partner Community:
Work.com for AppExchange
Partners
Rodrigo
Reboucas
@roreb
40. Developing Innovative Partner Solutions
for Work.com
Work.com
Single view for managing company’s response to
COVID-19
Hayley’s Tips
• Think through the rollout of these features – they will
likely include HIPAA information
• Salesforce recommends a separate org and an
integration
• Whatever features or rollout you choose, make sure
you have an emergency strategy so you can be
deliberate and maximize your investment.
Key Resources
Join.Work.com
Partner Community:
Work.com for AppExchange
Partners
Rodrigo
Reboucas
@roreb
41. Drive Adoption of Your AppExchange App with
In-App Guidance
In-App Guidance
Drive actions with built-in guidance
Track and report on engagement
Full packaging and licensing
Demo
Creating a new In-App Guidance Prompt
How to Package the In-App Guidance
Components
Key Resources
Blog post: In-app prompts for
ISVs
Trailhead
Megha Malviya
@MeghaMalviya_MM
Find all sessions on the Community Channel
https://www.salesforce.com/trailheadx/community-channel
44. Drive Adoption of Your AppExchange App with
In-App Guidance
In-App Guidance
Drive actions with built-in guidance
Hayley’s Tips:
• Combine with Salesforce Surveys to
ask users how they link a function.
• Save your Walkthrough Trial for a
major feature/version release to
maximize value!
Key Resources
Blog post: In-app prompts for
ISVs
Trailhead
Megha Malviya
@MeghaMalviya_MM
Find all sessions on the Community Channel
https://www.salesforce.com/trailheadx/community-channel
45. Instructions
1. Go to kahoot.it
2. Click on Enter Game PIN!
3. Enter Game PIN shown
4. Answer Questions
Try to get the most correct answers as quickly as possible.
The Top 3 Players with the highest score will win a Salesforce Certification Voucher!
In the end, we all win by having fun learning together. Good luck and have fun!
TrailheaDX GG Kahoot
Quiz
Winners
Send an Email to
Marc.Lester@trailblazercgl.com
to obtain Cert Voucher
Code
47. Check out monthly at
https://trailhead.salesforce.com/quests
Exciting new ways to explore
Trailhead and earn special prizes
Each month new quests are
available with special prizes and
unique badges
Trailhead Quests
49. Upcoming Group Events
Admin Group – TBD on Thurs, 9/17
Salesforce Saturday – 10:00-12:00 on Saturday, ?
Nonprofit Group – Quarterly Virtual Meeting - TBD
Developer Group - ?
Tech Coast Conference - 8:30-4:00 on Thursday, 8/19 and 8:30-4:30 on Friday, 8/20
TRAILHEAD LIVE: Trailblazer Talk Show from 8/4 Starring KELLY
SCOTT!!
50. Share Your Learning and Fun!
Post, Tweet, and Share with
#TrailblazingTogether
@JaxFL_SF_Ohana @OhanaJax @JaxSaturday
A few examples from previous Jacksonville Trailblazer Community Group
Meetings
Hinweis der Redaktion
Note to Speaker:
This slide is covered in the Give Back portion of the Host Guide: http://sfdc.co/gg-host-guide . Use the “Trailblazer Connect Career Events Guide” and the new “Trailblazer Connect for Employers” site as inspiration to schedule a career fair or employer spotlight during your event.
Thank you for joining us today for TrailheaDX 2020 Global Gathering.
Salesforce culture is very ingrained in Hawaii – and one of the cool ceremony one can experience there is the E Komo Mai, which means Welcome. Let me take a moment today to welcome all our new members – please stand up – you can see that they are wearing a name tag with an Astro wearing a lei, please be sure to greet them, offer your help and make them feel part of this #TrailblazerCommunity on Day 1
Please make purchasing decisions based on currently available features and functionality.
Note to Community Group Leader:
This slide has animations. When you are on present mode, click to move to the next text. In this way, you can ask the question, wait for responses, and then click to show the answer.
If you would prefer, you can transfer these questions to the multiplayer-quiz-app found in the Content Library, to Kahoot, or to any free quiz app/extension your group prefers.
Equality is a core value at Salesforce. We believe that businesses can be powerful platforms for social change and that it is our responsibility to further Equality for all. We encourage all members to reflect on the value of diversity and inclusion at work and what each of us can do to promote Equality and by taking this trail.
The Salesforce Customer 360 gives you a single source of truth.
A single view of your customer across sales, customer service, marketing, commerce, communities, and more.
And you can extend the Customer 360 with apps, analytics, and insights from all of your data.
And be incredibly productive with the Customer 360, keeping your people skilled.
For organizations of every size, location, and industry.
At the center of this innovation is the Salesforce Platform. Our clouds are built on the platform - Sales Cloud, Service Cloud, Trailhead .. all built with the Platform. Our industries are built with platform, like Financial Services Cloud and Health Cloud.
Just a month ago, Salesforce even introduced a whole new product: work.com to help everyone re-open safely. This product wasn’t even on the roadmap in March but because of the power of the platform, Salesforce were able to have a completely new product in market this May!
Platform is like a magical set of building blocks. Building blocks are great because you can take pieces and parts and just put them together and build whatever you imagine.
The platform is building blocks for today's all digital, work from anywhere world. With integrated security and AI built right in, you are empowered to instantly leverage the latest technologies to deliver enhanced, personalized customer experiences, customized for your business needs.
Salesforce Anywhere empowers everyone to...
Sell, Service, Market from Anywhere
Best of breed CRM and industry apps to drive team productivity (new: service cloud voice - Telephony built right in!).
Collaborate from Anywhere
Consumer-like chat, video, docs, and workspaces embedded in CRM and powered by AI (new today with consumer like chat, video, and workspaces.)
Work from Anywhere
Modern employee experience to securely and efficiently run your business from any device (with new ITSM offering)
Data from Anywhere
Insights unlocked from any source to make better decisions, fast
Skill Up from Anywhere
Skills-based learning to help your workforce meet new business demands (with new Einstein recommendations to build new skills).
Three customers who blazed new trails lightning fast
Sun Basket Innovates Fast (demo starts at 37 min)
Sun Basket is a meal delivery service with a passion for helping people be well and eat healthy by delivering chef-designed pre-boxed meal kits. Like many others, Sun Basket has recently had to reinvent the way they run their business. Despite overwhelming demand for meal delivery services, Sun Basket was able to focus on their customers and quickly adapt to their new normal using the Customer 360 Platform, using tools like:
Salesforce CMS, Communities, Einstein Bots, and Lightning Web Components.
nCino Scales with Confidence (demo starts at 46 min)
Scalability and security are so important when you're building world-class apps. Salesforce customer and AppExchange partner nCino built a bank operating system, which they were able to scale to process paycheck protection program loans for their customers, at the onset of the COVID-19 pandemic. Tools like DevOps Center and Data Privacy Manager will help you scale with confidence in this digital world.
Trailhead Empowers Everyone (demo starts at 53 min)
How do we empower everyone in this new-normal? Reskilling has never been more important. With demands on businesses shifting as they accelerate their digital transformation, employees and job seekers with digital skills are highly sought after. Trailhead, Salesforce’s free online learning platform, enables anyone to skill up from anywhere. Skill up with new Trailhead content and level up with new certifications. Learn new skills for the new normal.
Watch Keynote: https://trailblazer.salesforce.com/sessions?eventId=a1Q3A00002Ihno1UAB#/session/a2q3A000001rVi8QAE
DevOps Center
When organizations grow rapidly, so does the need for governed release management that allows for easy stakeholder participation. With DevOps Center, admins and other declarative developers can build against source control, collaborate better with programmatic developers, release apps faster, and do so with modern workflows like continuous integration and delivery.
Learn more on admin blog.
Code Builder
Code Builder is a new, web-based dev environment optimized for Salesforce and powered by Microsoft’s Visual Studio Codespaces. Read more about Code Builder on the developer blog and learn about more new capabilities for developer productivity in our newsroom post.
Functions
As business demands grow, so does the need to build end-to-end experiences that can scale elastically. Salesforce Functions is a service that lets developers write code that can integrate with their data and events on the Salesforce Platform, and run it on-demand with elastic scale in a serverless environment. Users get the flexibility to innovate using languages such as Node.js, Java, and Apex, while taking full advantage of open source ecosystems. They can quickly build, test and debug Functions locally using the Salesforce Developer Experience (SFDX) tools.
Previously announced at Dreamforce ’19, Evergreen Functions is now renamed Salesforce Functions to make it easier for customers to understand our products and how they fit together. Evergreen as a brand name will be discontinued going forward, but will remain as the name for the underlying runtime.
Note to Community Group Leader:
This slide has animations. When you are on present mode, click to move to the next text. In this way, you can ask the question, wait for responses, and then click to show the answer.
If you would prefer, you can transfer these questions to the multiplayer-quiz-app found in the Content Library, to Kahoot, or to any free quiz app/extension your group prefers.
The LowCodeLove: From Dynamic Experience to Walkthroughs covers some of the new low code features and tools for Admins, specifically around what is new in Summer ‘20 such as Dynamic forms & Actions and In-App Guidance. This session was presented by Shubhankar Viragi, Farhan Tahir, and Tim Dubois.
New in Summer ‘20, you can try out dynamic forms and actions. With Dynamic forms and actions you can customize pages to give create personal experiences and you can easily migrate existing forms. This was the #1 most-requested feature on the IdeaExchange. With Dynamic forms you can transform static data into intuitive experiences by hiding and showing fields when necessary. Often records will have a lot of information- all of which is necessary, but when you are in a time crunch it can be difficult to find the information you need fast. Dynamic forms means you use visibility rules on fields to show what is relevant, which will Increase your end-users’ productivity by placing fields in intuitive, easy to find places. And save you time by building less unique pages for specific functions.
It’s important to remember that change management isn’t always about the technology. It’s about the people too.
Let’s talk about In-App Guidance & walkthroughs. With In-App Guidance you, the Salesforce admin, can create contextual in-app learning created with clicks. That means you can create a docked prompt- one that stays in place, or a floating prompt- one that appears anywhere on the page- to give users information about what do, information, or places to learn more. Simply put you can use in-app guidance to help your users on-board faster, and learn about new features. In-App Guidance is built into the platform, no security issues or performance impacts. And if you have a walk through that is very close to another one you need to create, you can clone it and customize it for those users. All of the Guidance you create is fully translatable, packable and reportable via custom reports.
The Digitize Your Business Fast with Automation session covers some of the new automation features in Flow for Summer 20 around Flow Triggers, as well as reso
New in Summer 20 for Flows is the ability to trigger flows on a record change or update, as well as triggering a flow on a schedule or platform event. Schedule triggers are good for flows you want to run regularly or frequently.
With Einstein Next Best Action you can add point-and-click decisioning support to your automations and processes. Decisioning support allows you to gather all the sources of insight from your org to generate recommendations about which flows should run and what work should be done next. Not only can you use Einstein Next Best Action to inform your activities but those actions of your users as well.
Coming in Winter ‘20 to Flow is the ability to have multi-column screens, in fact you can have up to 12 columns. This means you can have multiple fields on the same row, images next to fields, and blank columns can be used to achieve extra layout precision. And you can combine this with dynamic field visibility to have powerful scripting applications. And the Auto-layout mode means that building flows is even easier. With Auto Layout mode the lines and connections are done for you and the layout is created. This should make flow building easier and more powerful than ever before.
.
Now let’s talk about how you can Build Reports Lighting Fast in the Lightning report builder. This session was presented by Ankita Dutta, Senior Product Manager, Einstein Analytics Experience and Anusha Surepeddi, Product Manager Director, Einstein Analytics And covers 3 important things you can do to build reports fast!
First, Disable Preview when adding multiple fields or changing multiple fields on a report. You can toggle off the “Update Preview Automatically” to make editing fields faster. That means if you have multiple fields to move around or to add, preview won’t be refreshing in between each field you add. In addition to turning off “Update Preview Automatically”, you can quickly add fields by double clicking on them, rather than dragging and dropping them one by one. Once you are done adding all your fields, now click the refresh button to see your revised report.
In addition to building reports faster by disabling preview you can help your users consume information faster by adding summary formulas. Summary formulas help you sum up based on different types, products, or other fields so that you can understand data in the report for instance like case volume by month.
Row level formulas help you understand or compare data for each level of the report. In the instance that Anusha provides we can run a report where we check to see if Billing and Shipping addresses match. With a row level formulas there are a few restrictions. Right now you can only have 1 row level formula per report. And when you are creating that row-level formula you can only reference up to 5 fields.
Coming Beta in Winter ‘21 is auto add fields to report types. This means, that when a new field is created it’s auto added to all associated report types.
Security is at the core of everything an Admin does, so let’s cover the session “Introducing Security Command Center”, presented by John Whelan, Director, Product Marketing.
To begin, let’s first remember that security is a partnership. Salesforce views this as a partnership with you. And it’s important to remember to use a layered security strategy starting with physical security all the way to data security. You can think of this as “Defense in Depth” and it’s much like the layers of an onion with data security being at the core.
Security Command Center is designed to be a simple way to manage security whether you have one org or multiple orgs. We give you a single pane of glass to view your security posture with Security Command Center. This means you gain unparalleled visibility into critical metrics. You can boost productivity with proactive alerts and quickly identify and eliminate security risks. With Security Command Center you can analyze trends so you can review your security posture over time.
Right now Security Command Center is in beta. So contact your Account Executive for enrollment into the Beta program today.
The final session in the Admin Channel was “Champion Productivity with Service Cloud” presented by Purvi Desai, Director Product Marketing Service Cloud.
To get started and champion productivity with Service Cloud it’s important that you customize for each persona in your service center. At Salesforce we drive our core service experience with personas such as Case Solver, Expert Agent, and Team Leader. Identifying these personas helps you personalize layouts, apps, and contextually show and hide content with conditional visibility (as you learned about in the LowCodeLove Dynamic Forms session) to make each user productive by showing information when they need it.
Developing these personas and meeting with your users is key. Regularly interactive with your users to understand which information is critical and understanding how they consume information from left to right can really help your agents drive a great customer experience.
Key to a great experience is saving your agents time. You can reduce clicks on routine tasks with macros. Admins can easily create macros by asking your agents “What are your top 5 common actions or tickets that you face every day” And once you get a good list, dig deeper and figure out
What Needs to happen? What Information is needed?
Who needs to be involved?
And how do you make it all happen with 1 click?
Gathering that info will give you the requirements you need to build impactful, time saving macros.
Coming in the Summer ‘20 release is Service Cloud Voice which is intelligent cloud telephony natively integrated inside of the Salesforce console. Now, you can take advantage of the productivity features we talked about in this session on the phone! There is a demo in the expo to learn more about Service Cloud Voice, and I highly recommend attendees check it out. In Field Service, Salesforce is excited to launch deep linking for the Field Service Mobile App. Field technicians rely on their mobile devices to perform complex tasks, and some of those tasks require them to navigate between multiple tabs, flows, or actions. With deep linking, you can send users directly to the right spot in the app.
Note to Community Group Leader:
This slide has animations. When you are on present mode, click to move to the next text. In this way, you can ask the question, wait for responses, and then click to show the answer.
If you would prefer, you can transfer these questions to the multiplayer-quiz-app found in the Content Library, to Kahoot, or to any free quiz app/extension your group prefers.
Note to Community Group Leader:
This slide has animations. When you are on present mode, click to move to the next text. In this way, you can ask the question, wait for responses, and then click to show the answer.
If you would prefer, you can transfer these questions to the multiplayer-quiz-app found in the Content Library, to Kahoot, or to any free quiz app/extension your group prefers.
Note to Community Group Leader:
Customize this slide for your speaker(s). You can duplicate the slide if you have multiple speakers.
Trailhead empowers everyone to learn new skills for the new normal, by breaking down the barrier to entry and making learning accessible to anyone. With Trailhead you can learn in-demand skills, earn resume-worthy credentials, and connect to opportunity from mentorship to employment.
The digital imperative makes continuous learning and reskilling more important than ever. Trailhead makes learning marketable skills accessible for everyone from anywhere. Our newest innovations, continue to break down the barriers of learning to create an equal and accessible pathway into the jobs of today and tomorrow.
Einstein Recommendations for Trailhead uses Salesforce’s industry-leading AI to provide a personalized, intelligent Netflix-style learning experience in Trailhead that’s customized to each individual’s specific career goals. Einstein Recommendations are surfaced on a learner’s Trailhead homepage on both desktop and the Trailhead GO mobile app.
With new Daily Reminders we’ve enabled regular notifications to encourage learners to dive into Trailhead GO once a day. From the notification, learners can either launch the Trailhead GO mobile app or go straight to Trailhead LIVE to watch a live-streamed or on-demand session.
With weekly content releases, Trailhead is also delivering new resources to help companies and learners navigate the future of work, including how to Go Digital Fast, Develop a Virtual Business Strategy and How to Reopen Safely with Work.com.
Salesforce Credentials are fueling jobs. In fact, according to the IDC, the Salesforce Economy will add 4.2M new jobs by 2025. With 30 Certifications and 18 Superbadges, there are endless opportunities to showcase your experience with Salesforce and take your career to the next level.
Trailhead provides all of the resources you’ll need to get ready for your Certification. This includes role-based learning paths and study resources, and opportunities to apply the learning you do on Trailhead to real-world business problems, setting you up for success on the job. To learn more about the Certification program and the resources available to you, please visit: trailhead.salesforce.com/credentials.
We’re also excited to announce a brand new certification - JavaScript Developer I - that empowers every JavaScript Developer to build on Salesforce. Learn more here: https://sfdc.co/bdNtMT
Note to Speaker:
This slide is covered in the Give Back portion of the Host Guide: http://sfdc.co/gg-host-guide .
This should be the last slide of your Global Gatherings. Close with this great call-to-action for your members to skill up and donate. You can participate too! The #TrailblazingTogether Quest for TDX Global Gatherings allows all members who complete the Trailmix to have a new badge 🐻 and for those who win they will receive directly from us a $50 charitable gift card from GlobalGiving.org.
See official rules here: http://trailhead.com/quests
Note to Speaker:
This slide is covered in the Give Back portion of the Host Guide: http://sfdc.co/gg-host-guide . Make it your own.
FAQs:
Become a mentor here: https://sfdc.co/tdx20gg-mentor.
Review qualifications, terms and conditions: https://sfdc.co/tdx20gg-mentor
What does it involve? 1:1 matching, 30 day commitment, and Mentors need 1 year of experience.
Who can be a mentor?
Anyone with one year of ecosystem experience
What does it take?
Four weekly check-ins with mentee
Focused coaching: resume, interview, networking
Introduction to the Trailblazer Community
Note to Community Group Leader:
Customize this slide for your speaker(s). You can duplicate the slide if you have multiple speakers.
Work.com is a new family of Products built on top of the Lightning Platform to help companies reopen their businesses safely. These amazing apps like Employee Wellness Check, Shift Management, Contact Tracing, myTrailhead for Wellness, Emergency Response Management and Volunteer and Grants Management help companies manage crucial employee data and on today's session I will focus on on how you guys can build apps for the Workplace Command Center.
The Command Center provides a cockpit, a single-pane-of-glass for a company to assess their business and reopen safely in the COVID-19 environment. You can think of it as a state of the art cockpit where Operations executives can make data-driven decisions based on real-time, tailored public health data, as well as private data about their company and employees. They can monitor employee wellness and training information, as well as track facilities preparedness and shift scheduling. Based on this information, they can act quickly to trigger the workflows and actions needed in order to resume business operations and re-open locations. From a Tech Perspective Command Center is a suite of Lightning Web Components on a Lightning Page that communicate with each other using Lightning Message Service and that help customers have this 360 degree view of their businesses Locations, the Employee Wellness, Capacity Planning and more.
ISV Partners can really help extend the benefits of the Command Center even further by adding your apps Lightning Web Components that can not only show up side-by-side to the standard Salesforce Components of Work.com but also listen to the Lightning Message Service Channel fired by the Command Center application to show contextual information based on your applications use cases.
Work.com is a Managed Package at its core which includes the Command Center, so all the Lightning Pages and Components that we saw before live inside this managed package created by Salesforce. And because Work.com collects sensitive employee data at its core Salesforce is proposing that customers will have their own Work.com Production Org
How do I start developing my Work.com app right?
So to have Work.com setup in your developer org for development you can either create a new Partner Developer Org or Partner Enterprise Edition org from your ISV PBO Environment Hub, and those orgs will be automatically created with the Work.com Permission Set License.
You will then need to install the Work.com Managed Packages like Command Center and I am sharing the link to this page in the Developer Guide that has the Package installation link.
HAYLEY’S NOTES
This session is a demo of “In App Guidance”
If you haven’t played with it yet, it’s an essential new feature set that’s good for:
Announcements
Reminders where users get stuck
Refresher
You semi-randomize when prompts show
You can link to websites – both in and out of Salesforce
You can share videos
You can report on engagement – who is viewing these, and who is clicking on the prompts?
Packageable and Shippable with your app
Fun idea – combine with Salesforce surveys! Give users a link to a Salesforce survey to see how they liked the featureSalesforce
HAYLEY’S NOTES
This session is a demo of “In App Guidance”
If you haven’t played with it yet, it’s an essential new feature set that’s good for:
Announcements
Reminders where users get stuck
Refresher
You semi-randomize when prompts show
You can link to websites – both in and out of Salesforce
You can share videos
You can report on engagement – who is viewing these, and who is clicking on the prompts?
Packageable and Shippable with your app
Fun idea – combine with Salesforce surveys! Give users a link to a Salesforce survey to see how they liked the featureSalesforce
Note to Community Group Leader:
This slide has animations. When you are on present mode, click to move to the next text. In this way, you can ask the question, wait for responses, and then click to show the answer.
If you would prefer, you can transfer these questions to the multiplayer-quiz-app found in the Content Library, to Kahoot, or to any free quiz app/extension your group prefers.
https://trailhead.salesforce.com/quests
https://medium.com/trailhead/communicate-like-a-boss-f6a23b2f1b82?utm_source=Landing_Page&utm_campaign=Trailhead_Quests&utm_content=September_BeMOAR
September Quest is for #BeMOAR with Impactful Leadership
Marc to Review
One of the best things about meeting like this is that there is SO MUCH insight and inspiration to share, which is a great way to help your network!
We encourage you to share on your favorite social networks – it’ll help you friends find their way into this amazing ecosystem and community
And it will help us grow
So it’s good for EVERYONE
