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How to Rock Your Next
Presentation and Demo
LeeAnne Rimel
Principal Admin
Evangelist
Salesforce
@Leeanndroid
Rebecca Saar
Director,
Admin Marketing
Salesforce
@RebeccaSaar
Today’s Speakers
Forward-Looking Statement
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 Website.
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.
Connect with Us!
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins
Salesforce Admins
Effective
Slides
Focused
Demo
The Right
Framework
Successful Presentations Rock to This Beat
Successful Presentations Rock to This Beat
The Right
Framework
Effective
Slides
Focused
Demo
Build Your Framework
1. Know Your Audience
• End users, admins, developers, executives
2. Frame Your Presentation
• Find the right place to start
• Consider level of knowledge
3. Find Your Focus
• What’s the one thing you want your audience to
walk away knowing?
Include Key Story Attributes
Strong
title
Key
thesis
Logical
flow of ideas
Memorable
supporting
details
Conclusion or
call to action
Main
character
Our Presentations Contain these Attributes
Title Main character
Supporting details
Thesis
Logical flow of ideas in slide titles
Pain-Solution Framework Overview
Leverage Common Story Frameworks
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.
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
Successful Presentations Rock to This Beat
The Right
Framework
Effective
Slides
Focused
Demo
Consider The Medium & Setting
Are you presenting on someone else’s
computer?
Are you presenting on a large screen? With
focus on visuals?
Are you presenting in a webinar?
Are you presenting internally and need to
collaborate, update in real-time?
Google or Quip Slides may be best
Keynote is amazing
Reduce animation & reliance on visuals
Google Slides or Quip Slides
will allow easy quick edits
Translate Your Story Into Slide Titles
String together a story via
slide titles
Make them active, not
passive
Use Title Case
titlecaseconverter.com
Use Blue Boxing to Ensure Visuals Match Your Point
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
Sunshine Chocolates Operations this year
Sunshine Choclates 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
Sunshine Chocolates Increases Sales in FY20
FY20 Key data trends:
20% growth in candy sales
Jelly Beans sales have increased
the most
FY21 Focus
Increase Gummy Bears sales
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
Successful Presentations Rock to This Beat
The Right
Framework
Focused
Demo
Effective
Slides
Follow the Demo Formula
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
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
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)
Effective
Slides
Focused
Demo
The Right
Framework
Successful Presentations Rock to This Beat
Practice Makes Perfect !
Tweet using:
#RockMyPreso
Share with us when and where you
will put these best practices into
action!
Follow the Trailmix:
bit.ly/RockMyPresoTrailmix
Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/rockmypreso
Wrapping Up
Survey
Please complete
GoToWebinar survey
Thank you
Know Your Audience
End users Executives / Stakeholders Developers Admins
Find the right place to
start
Consider level of
knowledge
Reduce jargon
Frame Your Presentation
Find Your focus
What’s the one thing you want your audience to walk away knowing?
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
Hero’s Journey
Call to Adventure Excited by an opportunity
Superpower Discover a new skill
Challenges Put skills to the test
Abyss Failure, forced to reevaluate strategy
Transformation Change or Tweak strategy
Return to Adventure Inspired to try again
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 when
possible
Put It All Together
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 Slides Speaker
45:00 Intro (2) 3-4 Rebecca
43:00 The Right Framework (10) 5-14 Rebecca
31:00 Slide Best Practices (15 min) 15-22 Rebecca
Slide Live Edits Rebecca
18:00 Demo Best Practices (15 min) 23-29 Gillian
Actual Demo Gillian
4:00 Example (2) 30-31 Gillian
2:00 Close & QA (1) 32-33 Gillian
4. Built Slides & Created Demo Click Path
5. Reviewed, Incorporated Feedback and Practiced!!
Give Us Your Feedback!
Text C03
To
833 FORCE25
(833) 367-2325
Rating is 1 – 5 (5 is the best!)
Get on the Fast Track to Your Salesforce Admin Certification
$99* Salesforce Proficiency Pack for Administrators (a $900 value)
WHAT: The Salesforce Proficiency Pack for Administrators is an expert-led training program that
gives you a 30-day plan to become a certified #AwesomeAdmin.
MOAR: The program is a mix of Trailhead content and live coaching from Salesforce Certified
instructors. Includes a certification practice exam voucher and a voucher for the Salesforce
Certified Administrator exam.
HOW: First 50 people to sign up with code SPP0728AMER will register for the course for $99.
WHEN: Code expires July 28, 2019.
WHERE: https://sforce.co/SPP19
*Users will receive any publicly scheduled Salesforce Proficiency Pack training for $99 USD held in the United States.
Training must be purchased directly through salesforce.com. Promo code must be entered at the time of registration.
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How to Rock Your Next Presentation and Demo Webinar

  • 1. How to Rock Your Next Presentation and Demo
  • 2. LeeAnne Rimel Principal Admin Evangelist Salesforce @Leeanndroid Rebecca Saar Director, Admin Marketing Salesforce @RebeccaSaar Today’s Speakers
  • 3. Forward-Looking Statement 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 Website. 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.
  • 6. Successful Presentations Rock to This Beat The Right Framework Effective Slides Focused Demo
  • 7. Build Your Framework 1. Know Your Audience • End users, admins, developers, executives 2. Frame Your Presentation • Find the right place to start • Consider level of knowledge 3. Find Your Focus • What’s the one thing you want your audience to walk away knowing?
  • 8. Include Key Story Attributes Strong title Key thesis Logical flow of ideas Memorable supporting details Conclusion or call to action Main character
  • 9. Our Presentations Contain these Attributes Title Main character Supporting details Thesis Logical flow of ideas in slide titles
  • 10. Pain-Solution Framework Overview Leverage Common Story Frameworks 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.
  • 11. 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
  • 12. Successful Presentations Rock to This Beat The Right Framework Effective Slides Focused Demo
  • 13. Consider The Medium & Setting Are you presenting on someone else’s computer? Are you presenting on a large screen? With focus on visuals? Are you presenting in a webinar? Are you presenting internally and need to collaborate, update in real-time? Google or Quip Slides may be best Keynote is amazing Reduce animation & reliance on visuals Google Slides or Quip Slides will allow easy quick edits
  • 14. Translate Your Story Into Slide Titles String together a story via slide titles Make them active, not passive Use Title Case titlecaseconverter.com
  • 15. Use Blue Boxing to Ensure Visuals Match Your Point
  • 16. 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
  • 17. Sunshine Chocolates Operations this year Sunshine Choclates 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
  • 18. Sunshine Chocolates Increases Sales in FY20 FY20 Key data trends: 20% growth in candy sales Jelly Beans sales have increased the most FY21 Focus Increase Gummy Bears sales
  • 19. 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
  • 20. Successful Presentations Rock to This Beat The Right Framework Focused Demo Effective Slides
  • 21. Follow the Demo Formula
  • 22. 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
  • 23. 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
  • 24. 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)
  • 26. Practice Makes Perfect ! Tweet using: #RockMyPreso Share with us when and where you will put these best practices into action! Follow the Trailmix: bit.ly/RockMyPresoTrailmix
  • 29. Know Your Audience End users Executives / Stakeholders Developers Admins
  • 30. Find the right place to start Consider level of knowledge Reduce jargon Frame Your Presentation
  • 31. Find Your focus What’s the one thing you want your audience to walk away knowing?
  • 32. 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
  • 33. Hero’s Journey Call to Adventure Excited by an opportunity Superpower Discover a new skill Challenges Put skills to the test Abyss Failure, forced to reevaluate strategy Transformation Change or Tweak strategy Return to Adventure Inspired to try again
  • 34. 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 when possible
  • 35. Put It All Together
  • 36. 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 Slides Speaker 45:00 Intro (2) 3-4 Rebecca 43:00 The Right Framework (10) 5-14 Rebecca 31:00 Slide Best Practices (15 min) 15-22 Rebecca Slide Live Edits Rebecca 18:00 Demo Best Practices (15 min) 23-29 Gillian Actual Demo Gillian 4:00 Example (2) 30-31 Gillian 2:00 Close & QA (1) 32-33 Gillian
  • 37. 4. Built Slides & Created Demo Click Path 5. Reviewed, Incorporated Feedback and Practiced!!
  • 38. Give Us Your Feedback! Text C03 To 833 FORCE25 (833) 367-2325 Rating is 1 – 5 (5 is the best!)
  • 39. Get on the Fast Track to Your Salesforce Admin Certification $99* Salesforce Proficiency Pack for Administrators (a $900 value) WHAT: The Salesforce Proficiency Pack for Administrators is an expert-led training program that gives you a 30-day plan to become a certified #AwesomeAdmin. MOAR: The program is a mix of Trailhead content and live coaching from Salesforce Certified instructors. Includes a certification practice exam voucher and a voucher for the Salesforce Certified Administrator exam. HOW: First 50 people to sign up with code SPP0728AMER will register for the course for $99. WHEN: Code expires July 28, 2019. WHERE: https://sforce.co/SPP19 *Users will receive any publicly scheduled Salesforce Proficiency Pack training for $99 USD held in the United States. Training must be purchased directly through salesforce.com. Promo code must be entered at the time of registration. This offer cannot be combined with any other special offers or discounts. Limit one per customer. Promo code must be redeemed by the expiration date.