Whether you’re presenting internally to your company or if you are thinking about speaking at the next community group meeting, community conference or even Dreamforce, use these resources to learn best practices for developing an awesome presentation and demo that keeps your audience engaged, focused, and inspired.

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2. How to Rock Your Next
Presentation and Demo

3. Sr. Director, Admin
Relations
Salesforce
@Jchiles211
Director, Admin
Marketing
Salesforce
@RebeccaSaar
Josie Chiles Rebecca Saar
Speakers
Principal Admin
Evangelist
Salesforce
@Leeanndroid
LeeAnne Rimel

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5. What Makes a Presentation Good?
Example 1
Example 2

6. What Worked? What Didn’t?
Discuss in groups of 3 for
5 minutes

7. Effective
Slides
Focused
Demo
The Right
Framework
Successful Presentations Rock to This Beat

8. Successful Presentations Rock to This Beat
The Right
Framework
Effective
Slides
Focused
Demo

9. Know Your Audience
End users Executives / Stakeholders Developers Admins

10. Find the right place to
start
Consider level of
knowledge
Reduce jargon
Frame Your Presentation

11. Find Your focus
What’s the one thing you want your audience to walk away knowing?

12. Include Key Story Attributes
Strong
title
Key
thesis
Logical
flow of ideas
Memorable
supporting
details
Conclusion or
call to action
Main
character

13. 10 minutes
Exercise #1: Establish Audience & Focus
1. Identify your audience
2. Define main takeaway
3. Describe key attributes
Go to:
bit.ly/RockyMyPresoWorksheet

14. Our Presentations Contain these Attributes
Title Main character
Supporting details
Thesis
Logical flow of ideas in slide titles

15. Leverage Common Story Frameworks
Framework Good For
Pain-Solution Customer pitch, first call deck
New Idea New technology or idea
Best Alternative Internal or external business decision
Springboard
Story
Call to action is open ended
Outline Conveying complex information
Hero’s Journey Invoke emotion and action

16. Pain-Solution Framework Overview
Situation 90% of the world’s data has been created in the last 12 months
Complication Less than 1% of that data has been analyzed
Question How do we close this data divide?
Answer Introducing Einstein Analytics. Analytics for everyone.
Proof points
Redwood Insurance empowers 15,000 reps with data at their
fingertips
Call to action Take the Trailhead Trail to learn more.

17. Outline Framework Overview
Example: Levers of Success
Diagram Graphic
1. Build
2. Market
3. Sell
4. Service Build Market Sell Service
Build Market Sell Service
Text

18. Hero’s Journey
Call to Adventure Excited by an opportunity
Superpower Discover a new skill
Challenges Put skills to the test, unforeseen obstacles
Abyss Failure, forced to reevaluate strategy
Transformation Change or Tweak strategy
Return to Adventure Inspired to try again

19. Quiz Time!
Admin Webinar Introducing the
iPhone
Cleaning Product
Infomercial
Outline New Idea Pain-Solution
Frozen
Hero’s Journey

20. 5 minutes
Exercise #2: Choose Your Framework
Pain-Solution
New Idea
Best Alternative
Go to:
bit.ly/RockyMyPresoWorksheet
Springboard Story
Outline
Hero’s Journey

21. Rebecca Saar
Director, Admin Marketing
Salesforce
@RebeccaSaar

22. Successful Presentations Rock to This Beat
The Right
Framework
Effective
Slides
Focused
Demo

23. In-Person
Keynote for presos
with visuals & large
screens
PPT if you’re using
someone else’s
computer
Online
Reduce
animation &
reliance on
visuals
Internet
connection
Are you presenting
online or in-person?
Consider The Setting
Are you presenting
internally or externally?
Internally
Google or Quip
Slides allow for
easy, quick
edits
Externally
PPT & Keynote
allow you to
add more
polish

24. Translate Your Story Into Slide Titles
String together a story via
slide titles
Make them active, not
passive
Use Title Case
titlecaseconverter.com

25. Build Your Slide To Support The Story
Focus on 1 point with minimal
supporting points per slide
Leverage Templates
Leave plenty of empty space
Use visuals to convey meaning

26. Use Blue Boxing to Ensure Visuals Match Your Point

27. Get Real Detail Oriented
Use Paint Brush!
Crop To Shape
Adjust Within
Mask
same font
same size
same color
Top Align
Equally
Distribute
Text Align
TEXT IMAGES ALIGNMENT

28. Cloudy’s Candies Operations this year
Cloudy’s Candys has had an interesting year. We have a lot to celebrate about. Gummy Bear
sales are up and that’s great. But we have more ahead. We need to bring Jelly Bean sales back up.
Slides are often hard to read and people stop paying attention half way through, or worse they
stop listening to you.
Key data shows
promising trends:
20% growth in
candy sales
Jelly Beans sales
have increased the
most.
Gummy Bears sales
needs work

29. Check Before You Present
❏ Fix titles (title case)
❏ Evaluate subtitles
❏ Unify text treatment (fonts, font sizes, font color)
❏ Align shapes, objects and text boxes
❏ Resize and crop photos

30. LeeAnne Rimel
Principal Admin Evangelist
Salesforce
@Leeanndroid

31. Successful Presentations Rock to This Beat
The Right
Framework
Focused
Demo
Effective
Slides

32. Follow the Demo Formula

33. Deliver Your Demo Seamlessly
Engage
Audience
Set expectations
Confirm understanding
Be the tour guide
Execute Your
Plan
Slow down
Pause and reflect
Mouse carefully
Expect the
Unexpected
Screenshots/Videos
Backup orgs
Talk through it

34. Implement Key Best Practices
Don’t demo in production!
Hide sensitive data
Preload everything you can:
● Bookmark links
● Login
● File paths
● Bookmarks
Pro Tip:
Use Keyboard Maestro

35. 10 minutes
Exercise #3: Write Your Formula
Business Need + Feature + Impact
Go to:
bit.ly/RockyMyPresoWorksheet

36. Check Before You Demo
❏ Restart your computer
❏ Turn off notifications & turn on do not disturb
❏ Quit all non-essential apps
❏ Clean your desktop
❏ Set up Browser (Chrome People, Bookmarks Bar)

37. Put It All Together

38. 1. Created An Outline & 2. Turned It Into a Showflow
Intro
1 - story & structure
frameworks/story telling
It’s your turn: discussion question?
worksheet
2 - deck (best practices)
Bad slide, good slide (give em a bad slide)
Blue boxing
Templates
Shortcuts (blackbelt tips) (supporting
content: blog with tips)
3 - demo (best practices)
Bad demo, good demo (supporting content:
google chrome vid)
Outro
Time Activity/Topic Minutes Speaker
90 Intro & Examples & Ice-Breaker 12 Josie
77 Audience & Focus 5 Josie
70 Exercise #1 (audience, focus) 10 Josie
60 Frameworks 8 Josie
58 Exercise #2 (quiz & choose fw) 10 Josie
40 Slide Best Practices 10 Rebecca
35 Slide Live Edits 5 Rebecca
30 Demo Best Practices 5 LeeAnne
25 Actual Demo 5 LeeAnne
20 Exercise #3 (formula) 10 LeeAnne
10 Example 3 Rebecca
7 Close & Intentions 7 Rebecca

39. 4. Built Slides & Created Demo Click Path
5. Reviewed, Incorporated Feedback and Practiced!!

40. Effective
Slides
Focused
Demo
The Right
Framework
Successful Presentations Rock to This Beat

41. Practice Makes Perfect !
Tweet using:
#RockMyPreso
When and where you will put
these best practices into action?
Take the Public Speaking
Trailhead Module

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43. Thank you