- Jayant Jindal is a Salesforce user group lead in Fremont, CA who is certified in various Salesforce credentials and specializes in Quip and Salesforce architecture.
- The presentation contains standard forward-looking statement disclaimers about projections, subscriber growth, and other financial and strategic information being subject to risks and uncertainties.
- Any new functionality or products mentioned that are not currently available may be delayed or not delivered at all, and purchasing decisions should be based on currently available features.
Generative Artificial Intelligence: How generative AI works.pdf
Salesforce Dreamforce 2019-Announcements
1. Jayant Jindal
Fremont, CA Salesforce User Group Lead
Quip Champion, Certified Application & System Architect, 15x Certified
https://www.linkedin.com/in/jayantjindal
@jayantjindal
Dreamforce 19 Global Gathering
2. 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.
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
3. • Check-In : 20 min.
• Networking Activities: 20 min.
• Prize Winner: 5 min.
• Presentation: 40 min.
• Quiz: 10 min.
• Next Trailblazer Session & Q&A: 10 min.
• Networking Reception: 15 min.
Agenda
5. 3 Key Themes Covered
in the Admin Keynote
1.
Champion
Productivity
6. 3 Key Themes Covered
in the Admin Keynote
2.
Deliver
Innovation
7. 3 Key Themes Covered
in the Admin Keynote
3.
Drive
Success
8.
9.
10. #AwesomeAdmin Trivia
What is the name of the drag-and-drop
interface for creating and modifying
reports in Lightning Experience?
A. Data Manipulator
C. Process Builder
B. Analytics Tool
D. Report Builder
11. Admins Are The Heart of Salesforc e
We drive results and deliver business value every day
Solve
business
challenges
Create
customized
solutions
Deliver
business
value
Pave the
path for
others
12.
13.
14. #AwesomeAdmin Trivia
What is a type of field that contains a linkable
value to another record?
A. Lookup Field
C. LookWhere
B. Currency
D. Lookinto Field
16. Highlights From 9 Top Breakout Sessions for Admins
Advanced Reporting Tips & Tricks
for New Admins
Aaron Crear | @aaroncrear
Hat-Trick Consulting
Share Records Using Lightning Flow
Katharine Anderson
The Nature Conservancy
Managing and Optimizing a Small
Salesforce Admin Team
Nana Gregg | @nanahg3
JLL
The Value of Having a Dedicated Integration
User
Greg Poirier | @cloudkettle
Cloud Kettle
Build an Experience – Community Builder
Phil Weinmeister | @PhilWeinmeister
7Summits
Four Roles of an Awesome Admin
Heather Black
Economic Change
Automate Repetitive Tasks with
Salesforce Macros
David Palmquist | @DavidPalmquist
Vlocity
Accelerate Adoption Using Quick
Actions Everywhere
Jeremiah Dohn | @jmdohn
PayPal
That’s so Meta: Document Your
Development in Salesforce
Carissa Smith
MediaMath
17. Make Your Job Easier with
Powerful Features
Cross Filters
Quickly identify records with or without
related records
Power of One
Allow objects to count themselves, use in
other formulas
Custom Report Types
Used for more complex reports on related
objects
Advanced Reporting Tips & Tricks
for New Admins
Make Visualizing the Data Simpler
Buckets
Categorize a group of values
Custom Summary Formulas
Summarize numeric values
Joined Reports
Show blocks of different data
points & objects in one screen
Aaron Crear
@aaroncrear
acrear@hat-trickconsulting.com
18. Learn About New Report Features
Field-to-Field Filters
Filter reports based on comparisons to other
fields. E.g. Show Campaigns with actual cost >
budgeted cost
Unique Values
Quickly see how many unique objects are in
your report. E.g. Show how many Accounts are
in an Opportunity Pipeline
Row-Level Formulas
Reduces the need for formulas fields on objects
E.g. Days to Close = Close Date –
DATEVALUE(Created Date)
Helpful Resources
Watch Session Online
https://www.salesforce.com/video/7790761/
Trailhead
https://sforce.co/2pna6Sg
Blog
Reportforce.Blog
Advanced Reporting Tips & Tricks
for New Admins
Aaron Crear
@aaroncrear
acrear@hat-trickconsulting.com
19. Share Records Using Lightning Flow
What is Sharing via Lightning Flow?
Automatically Give User Access to a Record
Automated sharing of an individual record, with
an individual user, at the level you specify in the
flow
More Targeted Sharing Than Other Options
Doesn’t depend on values in the record’s fields
(like sharing rules)
Less Manual Sharing!
Record editor can share the record with any
user in the org, without all the clicks of manual
sharing
Share records dynamically with fewer clicks!
Is Lightning Flow Right For Your Use Case?
Record Access Based on Record Role?
You need to give access to a user based on their role
on that specific record (like Contract Router or Case
Secondary Support)
All Users With That Record Role Need the Same
Level of Access
If any user with this record role should not have edit
access to their record, set the standard access to
‘Read’ and extend from there
Katharine Anderson
linkedin.com/in/katharine-anderson/
20. Share Records Using Lightning Flow
Setup Lightning Flow
Create Invocable Flow
Use Flow to create an [Object]Share record
Create Process
Triggered by change to user lookup field on record.
Invokes the flow and sets the share record’s values
Activate and Test
Activate everything, test it, and deploy to
production
Share records dynamically with fewer clicks!
Helpful Resources
Create Manual Sharing Button in Lightning
https://sforce.co/2rGjQIf
Flow Based Record Sharing in Salesforce
https://bit.ly/2rzVShz
Use Lightning Flow to Auto-share Task With Task Creator
https://bit.ly/2rx3qSe
Lightning Flow Trailhead Module
https://sforce.co/2pcSYP3
Data Security Trailhead Module
https://sforce.co/2O23wcg
Katharine Anderson
linkedin.com/in/katharine-anderson/
21. Managing and Optimizing a Small
Salesforce Admin Team
Use Salesforce – the Tool You Love
Use Dashboards and Subscribed Reports
to monitor org health and data quality
Use Process Builder and Flow to automate
routine, tedious Admin tasks
Use Cases with Record Types to track
support, tasks and projects
Leveraging Salesforce for Admin Success
Track and Document Your Efforts
Track your automations with a simple subflow – estimate
hours saved and monitor usage
Create Custom Object(s) to track key Admin tasks, like
training delivered, system modifications, etc.
Use case data to identify trends,
problems, opportunities, etc.
Nana Gregg
@nanahg3
22. Celebrate Your Accomplishments and
Promote Your Value
Use the data gathered from automations,
cases, or other processes to demonstrate the
value you provide
This data can also be essential when
requesting additional headcount
Helpful Resources
Create a Process for Managing Support Cases
http://bit.ly/SupportCasesDF19
Quick Start: Process Builder
http://bit.ly/ProcessBuilderDF19
Business Process Automation
with Lightning Flow
http://bit.ly/FlowDF19
Watch Session Online
https://www.salesforce.com/video/7829907/
Nana Gregg
@nanahg3
Managing and Optimizing a Small
Salesforce Admin Team
Leveraging Salesforce for Admin Success
23. #AwesomeAdmin Trivia
What tool would you use to create an interactive interface for your users?
A. Report Builder
C. Formula Editor
B. Process Builder
D. Flow Builder
24. The Value of Having a Dedicated
Integration User
Security and Data Integrity
Considerations with Integrations:
Integrating external tools with Salesforce and
providing them access to your data always carries
some risk – so plan to minimize it
In many organizations, integration authentications
are done using the Salesforce System
Administrator’s own license, which gives
extremely broad access
Why and how to make the change today
No integration Should Ever Have Full
Admin Access in Salesforce:
Giving 3rd party integration full Admin access
means it can: reset or delete your users,
delete records, reset user’s passwords, be
able to log in as any user and more
A 3rd party application
should not be able to
these things
Greg Poirier
cloudkettle.com | @cloudkettle
25. Leverage a Dedicated Salesforce
Integration User to Ensure Your
Integrations Are Stable, Auditable, and
Secure:
A Salesforce Integration User is a dedicated (not
used by any human) full Salesforce license that has
a custom Profile, Permission Set and is used for
any 3rd party integrations
An Integration User is a more secure, auditable
way to move data into and out of your instance
without relying on an existing user’s license
Helpful Resources
Learn About Cyber Security on Trailhead
https://trailhead.salesforce.com/cybersecurity/
Why You Need A Dedicated Salesforce Integration
User
http://bit.ly/integration_user
How to Create a Dedicated Integration User in
Salesforce
http://bit.ly/integration_user_how
The Value of Having a Dedicated
Integration User
Why and how to make the change today
Greg Poirier
cloudkettle.com | @cloudkettle
26. Community Builder Takes Your Building
Capabilities to a New Level (and it’s fun)
Community Builder Has Tons of “Starting Material”
51 standard components available on the home page
7 robust, multi-component themes for branding
9 community templates + 60+ Lightning bolts
It’s Much More Than a Page-level Editor
• Analytics
• Security
• Language
Build an Experience - Why
Every Platform App Builder Will
Love Community Builder
Mastering Community Builder Opens Up A
Whole New Salesforce Career Path
Deliver Solution-centered Experiences, Not Just “Apps”
Center of the Digital Experience Platform
Tightly integrated with Salesforce CMS
Demand For Experience-building Expertise Will Only
Increase
The desire for tailored experiences is growing
Community Builder controls the “glass” of multi-cloud solutions
for both internal and external users
• Navigation control
• Device management
• Global settings
Phil Weinmeister | 7Summits
@PhilWeinmeister
27. Some of the Most Exciting Mew Features
Are Available in Community Builder
Features You’ll Want to Get to Know…
Audiences & Personalization
Salesforce CMS
CMS Connect
You Can Start Building Today
Use Trailhead or a free dev org and create your own
community using Community Builder
It’s all about trying it out and learning as you go!
Helpful Resources
My Book (“Practical Guide to Salesforce Communities”)
bit.ly/sfcommguide
Community Cloud Consultant Certification Info:
bit.ly/commcert
Watch Session Online
https://www.salesforce.com/video/7791403/
Build an Experience - Why
Every Platform App Builder Will
Love Community Builder
Phil Weinmeister | 7Summits
@PhilWeinmeister
28. Four Roles of an Awesome Admin
Step 1 – Manage Your Data Securely
Be Clear On Your Policies With Users
Agree to your security and data management
policies and manage them using reports and to
police their application
Make the Most of Security and Data Tools
Security Health Check
Mydomain
Find out how to manage and develop your Salesforce Org
Step 2 – Look After the Health of Your System
Undertake Your Health Checks
Critical updates
Optimizer reports
Health checks and new releases
Set Up a Support Desk
Use the Service Cloud and Console to manage requests
from users whether it’s fixes,
health checks or development work
Heather Black,
MD of Economic Change CIC
heather@economicchange.co.uk
29. Step 3 – Make the Most of Salesforce
Find Out What the Organization Needs
Use Salesforce solutions that meet the needs of all
teams and executives
Step 4 - Empower Your Users
Learn about the products, features, and value of
Salesforce
Train your team
Create Salesforce champions at your company
Find out how to manage and develop your Salesforce Org
Four Roles of an Awesome Admin
Helpful Resources
Protect Your Salesforce Data
https://trailhead.salesforce.com/en/content/learn/trails/security
Blog Post Based on this Presentation
https://admin.salesforce.com/blog/2019/3-tips-to-succeed-in-
your-role-as-an-awesomeadmin
Innovate the Salesforce Way
https://trailhead.salesforce.com/en/content/learn/trails/innovatio
n_salesforce_way
Watch Session Online
https://www.salesforce.com/video/7830835/
Heather Black,
MD of Economic Change CIC
heather@economicchange.co.uk
30. Automate Repetitive Tasks with
Salesforce Macros
Why Use Macros?
Do Manual Things Simpler and Faster
Macros allow you to automate manual tasks and
make repetitive tasks faster
Remove the Possibility For Errors
Removes the human element. Provides the same
behavior every time
How to Create Macros
Launch the Macro Builder
Press M to launch the macro builder or if it is a
utility item click the action
Click Create a Macro Or + If There Are
Already Macros
Click edit instructions to launch the macro
builder. You can add logic or create a macro
that runs
David Palmquist
@DavidPalmquist
31. Add Logic to Macros
Macros Support And and OR Logic
You can chain multiple logic steps together to
evaluate multiple criteria at the same time. You
can also group the logic block to have one
macro perform multiple instructions
Macros Are Binary
Macros are either true or false. If the logic is
true then the instruction, e.g. Send Email or
Create a Task, will run. If its false the macro still
runs but the instruction wont.
Helpful Resources
Learn About Macros, Service Console, and Case Feed
https://trailhead.salesforce.com/en/content/learn/modules/
service-cloud-essentials-features/learn-about-macros-
service-console-and-case-feed
Create a Macro and Quick Text
https://trailhead.salesforce.com/en/content/learn/modules/
service-cloud-agent-productivity/create-a-macro-and-
quick-text
Considerations for Macros
https://help.salesforce.com/articleView?id=macros_consid
erations_lex.htm&type=0
Automate Repetitive Tasks with
Salesforce Macros
David Palmquist
@DavidPalmquist
32. What custom Field type can you put automatic
calculations into?
A. Currency
C. Formula
B. Date
D. Text
#AwesomeAdmin Trivia
33. #AwesomeAdmin Trivia
CTI stands for…
A. Cloudy Technology Imagination
C. Computer Telephone Integration
B. Computer Telephony Innovation
D. Computer Telephony Integration
34. Why You Need It:
The app allows you to use Quick Actions in:
• Related Lists
• Communities
• Lightning Pages
The app is compatible with Lightning, Classic
and Mobile.
It’s free, open-source and secure - designed
using Salesforce best practices and standards.
Accelerate Adoption Using the App “Quick
Actions Everywhere”
It’s Simple to Use:
Create buttons with defined url-parameters for easily
utilizing the following in buttons and related lists:
• Quick Actions
• Flows
• Lightning components
Don’t Believe the Power of the App? Watch This
Short Video Demo:
https://www.youtube.com/watch?v=Tpf4Nn2_jIs
Jeremiah Dohn
@jmdohn
35. How to Install the App
Go To https://github.com/jmdohn/Quick-
Actions-Everywhere
• Install via “Click to Deploy” button
(recommended), Workbench or SFDX
• Follow post-setup instructions closely
• Create your first quick action using
quick actions everywhere!
Helpful Resources
Laws of UX
https://lawsofux.com/
Salesforce Lightning Design System
https://lightningdesignsystem.com/
Jeremiah Dohn
@jmdohn
Accelerate Adoption Using the App “Quick
Actions Everywhere”
36. Step 1: Track your User Requests
Use the Case Object or a Custom Object
A Case represents the user request with its
ownership, status, details, and any other
information you want to capture
Group User Requests into Releases
A release is a simple custom object that represents
a deployment. Fields include: Deployment Date,
Status, Type (Bug Fix, Planned). Each case has a
lookup to a Release
Steps to build a Development tracking tool that truly rocks!
That’s so Meta: Document Your Development
in Salesforce
Step 2: Track your Development as You Go
Create the Component Custom Object
The Component Represents a piece of configuration in
your Org – a field, Validation Rule, etc. Through fields
on the object, capture the Component Label, API name,
Object, Type, etc
Create the Component Change Custom Object
This master-detail object to the Component has a lookup
to a Case and tracks each change you make on a
component. Key fields: Action (Create, Modify, etc.),
Sandbox, Development Status, Deployment Status
(Pending, Change Set)
Carissa Smith
Carissa.lucyk@gmail.com
37. Step 3: Release Your Changes with Peace
of Mind
Release Components Report
Create a report of Releases with Cases with Component
Changes, grouped by Deployment Status and then Type
(the types you choose in the Change Set picklist)
Use the Report to Build Your Change Set
As you add Components to the Change Set, mark
Component Changes as “Change Set” and keep track of
your count to validate
Amazing Benefits of this Approach
Document Why Everything Exists in Your Org
Look at a Component to see the original Case it was attached
to, any related Components, and how it has changed since
All Your Development is Trackable!
Pull a report of pending changes by sandbox to determine if you
can refresh, see if there’s development on one component in
multiple sandboxes, and more!
Resources
Watch Session online:
https://www.salesforce.com/video/7831010/
Package: https://sforce.co/2OwPjUO
Change Set Helpers: ORGanize for Salesforce, Boostr
Tools: Gridbuddy ($), Google Sheets Plugin, Config Workbook
Steps to build a Development tracking tool that truly rocks!
That’s so Meta: Document Your Development
in Salesforce
Carissa Smith
Carissa.lucyk@gmail.com
38. Keep Blazing Trails!
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars & more
Take the #DF19 Keynote Trailmix
sforce.co/ParkersTrailmix
Leverage the power of the Salesforce Customer 360 Platform to
drive impact at your company, in your career, and in your community
Trailblazer Community
sforce.co/AdminTrailblazerGroup
Join thousands of peers in the Admin Trailblazers Chatter Group
Watch the Full DF19 Admin Keynote
https://www.youtube.com/watch?v=PsWaWMpvMw0
45. Open Sourcing Lightning Base Components
Jump-start UI development
Build consistent enterprise-grade UIs
with reusable building blocks
Extend and contribute
Add, change, remove functionality and
contribute your changes
Learn by exploring
Explore source code and see how they
are built for speed and scale
46. Introducing Salesforce Evergreen
• Functions-as-a-Service,
Microservices , Managed data stores
• Example: When housekeeping marks a
room as ready using the employee app,
a platform event triggers a Node.js
function that uses guest-context to send
a tailored real-time notification letting the
guest know that the room is ready for
early check-in. At the end of the stay, the
Salesforce Flow powering the guest
checkout can call out to a different
function with invoicing details. The
Node.js function can use the invoice
details and an npm PDF module to
quickly generate a bill.
47. Introducing Salesforce Evergreen
Leverage serverless architecture
Create event-driven apps using functions
and microservices patterns
Combine code and low-code
Write functions in Node.js, Java and Apex
and leverage them in low-code builders
Scale elastically
Build customer and employee apps with
elastic compute powered by Kubernetes
Build with functions and microservices
49. Introducing the Salesforce API Portal
Discover Salesforce APIs in one place
Learn with interactive documentation
Engage with the ecosystem
Connect everything with APIs
50. Create Smart Connected Experiences
Einstein Vision & Language
Build and integrate your custom
models with clicks
Einstein Multi-Language
Analyze written text, now in six
languages
Einstein OCR
Identify text in images, associated
entities and tables
Einstein Voice
Create your own voice skills and
deploy to any device
PILOT
PILOT
BETA
55. Introducing Data Mask
Anonymize sensitive data in test environments
Test without exposing protected data
Meet compliance requirements
Increase productivity
56. Monitor unexpected behaviors as they happen
Introducing Real-Time Event Monitoring
Prevent data loss
Avoid activities like illegitimate queries,
reports, and data export
Configure policies
Create targeted transaction security
policies with clicks or code
React in real time
Define actions like blocking, notifying,
and two factor authentication
Talk Track:
The keynote addressed how Admins are empowered to:
Champion Productivity
Deliver Innovation, and
Drive Success
Each of the above sections featured a story about an #AwesomeAdmin and how they are transforming their career, company and community.
Additionally, there was a also a demo to showcase some of the features available to Admins to allow them to achieve success using Salesforce.
Let’s now take a look at some of the key takeaways from each of these sections, starting with Champion Productivity, which was presented by Mike Gerholdt, Senior Director of Admin Evangelism at Salesforce.
In this section, Mike introduced Zarina Varley Scott, an #AwesomeAdmin based in Toronto, Canada:
At her company, Imperial Capital, Zarina uses Salesforce to champion productivity by streamlining reporting solutions, creating AI driven processes and building mobile first custom apps.
Zarina started using Salesforce in 2017 - she now has 160 badges and is a Trailhead Ranger. She believes that with hard work and dedication, it’s possible for anyone to build a successful career in technology.
She is also doing amazing things in the community, she’s the Toronto Women in Tech Community Group Leader, a True North Dreamin’ Event Organizer, and also a Lightning Champion, helping to empower others to succeed.
- In this section, Mike also spoke about some of the amazing tools you can use to champion productivity and make it easier for your users to get the job done - like the new Salesforce Mobile App, Einstein Search, Salesforce Blockchain and Salesforce Object Creator. He then presented a demo to deep dive into these features, among others.
Talk Track:
Let’s now take a look at some of the content covered in the Deliver Innovation section which was presented by LeeAnne Rimel, Principal Admin Evangelist at Salesforce.
In this section, LeeAnne introduced Steve Harris, an #AwesomeAdmin based in Daytona Beach, Florida
At his company, Costa, he uses Salesforce to deliver innovation by integrating B2B and B2C customer experiences, building automation driven by flow and creating a sales process that is powered by artificial intelligence.
With his dedication and passion for learning, Steve has built a successful career in technology - he has more than 550 badges on Trailhead and is 5 times Salesforce Certified!
Steve is also doing amazing things in the community, he’s the Daytona Beach Community Group Leader, and also a Florida Dreamin’ Team Member.
- In this section, LeeAnne also spoke about some of the amazing tools you can use to deliver innovation. - like Flow Builder, Notification Builder, Einstein Voice Assistant, and Customer 350 Data Manager. She then presented a demo to deep dive into these features, among others.
Talk Track:
Let’s now take a look at some of the content covered in the Drive Success section which was presented by Josie Chiles, VP of Admin Relations at Salesforce.
In this section, Josie introduced Karene-Sean Hines, a Trailblazer based in Boston:
Karene-Sean Hines is the executive director and founder of Pi-Tap, an organization based in Boston that is helping fight poverty and end homelessness by teaching mothers and their teenage children in-demand Salesforce skills.
Josie spoke about how Karene is helping others to transform their careers in the Salesforce eco-system
- In his section, Josie also spoke about some of the amazing tools you can use to drive success at your company – like the Lightning Usage App, Mobile Usage App and Salesforce Optimizer App. She then presented a demo to deep dive into these features, among others.
Talk Track:
Josie also spoke about how #AwesomeAdmins are building successful careers in technology - and how they are doing this by building a skill set that is in high demand - a skill set consisting of both business and technical skills.
When #AwesomeAdmins bring together their Salesforce skills, with their business skills, with their technical skills, with their communication skills and industry expertise - this creates a really unique profile that is helping them build a successful career in technology.
Talk Track:
Josie also spoke about how #AwesomeAdmins are driving results and delivering business value every day:
Admins are automating processes, making them more efficient. In fact, each day on the platform there are 10 billion flow processes.
Admins are building powerful reports and dashboards to drive insights and provide increased transparency. These reports are run 60 million times each day.
And with mobile, Admins help give users the freedom and flexibility to do their job wherever they are. There are now more than 700K daily active users on the Salesforce mobile app.
Correct Answer: D. Report Builder
Talk Track:
Salesforce would not be what it is today without the passion and dedication of Salesforce Admins.
Admins are the heart of Salesforce - every day they are driving innovation at their companies and creating that all important 360 degree view of both their business and their customers.
Admins are using Salesforce to do incredible things: creating customized solutions to solve business challenges, and delivering real business value to help their colleagues and fellow Awesome Admins succeed.
Admins are also paving the path for others and helping them grow in the Salesforce economy.
Talk Track:
Part of being an #AwesomeAdmin is learning about what your organization needs, and how Salesforce can be used to help support organizational goals, For example:
Learning about the company mission, values, and competition
Leadership goals and measures
How customers engage
How users get productive
Talk Track:
There are also some core Admin responsibilities that all Salesforce Admins should work to master, including:
User Management
Data Management
Security
Actionable Reporting
Correct Answer: A. Lookup Field
Talk Track:
- Now we are going to give you a very quick overview of 9 of the top Breakout sessions for Admins at Dreamforce ‘19.
Talk Track:
Aaron Crear gave a presentation on Advanced Reporting Tips & Tricks for New Admins, here are a few key takeaways from his session:
1. Make Your Job Easier with Powerful Features:
Cross Filters - Quickly identify records with or without related records
Power of One - Allow objects to count themselves, use in other ways
Custom Report Types - Used for more complex reports on related objects
2. Make Visualizing the Data Simpler
- Buckets - Categorize a group of values
- Custom Summary Formulas - Summarize numeric values
- Joined Reports - Show blocks of different data points & objects in one screen
Talk Track:
3. Learn About New Report Features:
- Field-to-Field Filters - Filter reports based on comparisons to other fields - Eg. Show Campaigns with actual cost > budgeted cost
- Unique Values - Quickly see how many unique objects are in your report - Eg. How many Accounts are in an Opportunity Pipeline
- Row-Level Formulas - Reduces the need for formulas fields on objects - Eg. Days to Close = Closed Date – DATEVALUE(Created Date)
Resources Talk Track: Here are a bunch of resources Aaron suggests to learn more about sharing records and Lightning Flow, please check them out.
Talk Track:
Katharine Anderson gave a presentation on how to use Lightning Flow to Share Records, with a step by step guide on how to set it up in your org.
1. What is Sharing via Lightning Flow
- Lightning Flow gives you the ability to share a record with a user automatically. This sharing option allows greater flexibility and is more targeted than other options that control record access (such as Sharing Rules and Account/Opportunity Teams). Plus, it’s faster than manual sharing.
2. Is Lightning Flow right for your use case?
- However, Lightning Flow isn’t the right solution for every use case. This is most useful when you need to give record access to a user based on their role on that specific record. Work with your stakeholders to determine what level of access that record role needs.
Talk Track:
3. Setup Lightning Flow
- Katharine then demonstrated how to set up a lightning flow to automatically share a contract with the contract’s router. Once you’ve set up the Lightning Flow, make sure to activate both the flow and the process, and then test thoroughly. Then you can deploy to production!
Resources Talk Track: Here are a bunch of resources Katharine suggests to learn more about sharing records and Lightning Flow, please check them out:
Talk Track:
Nana Gregg gave a presentation managing and optimizing a small Salesforce Admin Team:
1. Use Salesforce – the Tool You Love
Since you spend all day in Salesforce and you are an Awesome Admin, use Salesforce to make your life easier and simplify administration.
Create dashboards for yourself and your users to help them track data quality issues. Another option is to create subscribed reports that are emailed when certain data conditions exist. Proactively monitor data quality and emphasize the importance of data quality with your user community.
Automate routine tasks to save yourself time. For example, when you add a new currency you need to add all of your products in the new currency. That can be done with a flow in less than a second. Similarly, when you add a new product, it has to be added in all currencies. Using a Flow Screen you can enter the product once and let the flow add the product to the appropriate Price Books in all of your active currencies. (It is also a great way to practice and learn tools like Flow!)
Take advantage of cases to manage your own Salesforce Help Desk. You can also use Record Types to track Projects and Tasks, all within the Case Management process. Email to case can help your users easily submit requests for assistance.
2. Track and Document Your Efforts
To help manage your work and analyze your performance, find ways to track what you do.
If you use Flow and Process Builder, you can create a very simple subflow that populates a custom object every time the flow or process is executed. Get metrics on who is using automation and when, and even estimate the time saved by each automation.
Track everything in Salesforce – anything that you need to track or manage can be managed in Salesforce, then you can report on it and easily get to key information. We wanted to track all of our training interactions so we created two simple objects, Training Classes and Trainees, and we can see who we trained, when, for how long, ensuring we are delivering the right training to our users.
If you implement cases you can track very valuable metrics on case volumes, source/cause of cases, which groups/users submit the most cases, etc. This can help you target training or system improvements to improve the user experience.
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3. Celebrate Your Accomplishments and Promote Your Value
Now that you are using Salesforce to manage and track your admin work, leverage the data in Salesforce to celebrate your successes.
When it’s time for your annual review, show your manager a dashboard of everything you’ve done – time saved via automation, cases closed, training delivered, system changes completed, reports and dashboards created, users onboarded, etc. Always think of how you can track and promote all of your hard work.
This data can also be critical when requesting additional staff. If you can demonstrate a growth in the number of cases, or headcount growth, etc., you can more easily make the argument for additional headcount. Run your Salesforce Admin team like your company runs the business – focus on measurable outcomes to make decisions.
Resources Talk Track: Trailhead is an awesome resource for learning the topics included in this presentation. We’ve included three good places to start learning Case Management, Process Builder, and Lightning Flow. The Trailblazer Community is always a good place to ask for assistance or brainstorm ideas.
Correct Answer: D Flow Builder
Talk Tack:
Greg Poirier gave a presentation about the value of having a dedicated Integration User:
1. Organizations can expand the value they get out of Salesforce via integrations. However, there are security and data integrity considerations:
- Integration users are an Admins best friend. Marketing Automation, Customer Support, CTI, Enrichment tools - all examples of where you want to use an Integration User.
2. What does full admin access mean?Should a 3rd party application be able to:
Create or deactivate your users
Delete records
Reset user’s passwords
Be able to login as any user
Create new permission sets and assign them
It isn’t a question of trust. It is all about decreasing risk.
Talk Tack:
3. How do you create an Integration User? It is a three step process
Create a Profile
User creation
Testing and safe migration
Resources Talk Track: Here are a bunch of resources Greg suggests to learn more.
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Phil Weinmeister gave a presentation about Community Builder:
1. Community Builder Takes Your Building Capabilities to a New Level (and it’s fun)
If you like Lightning App Builder, awesome!
But are you aware of the ultra-robust tool, Community Builder? It basically does it all. First of all, it has tons to get you started quickly…specifically, you can choose from numerous components, themes, templates, and bolts when building a community. It goes well beyond a page-level editor, allowing control and configuration of analytics, security, language, navigation control, devices, and global settings
2. Mastering Community Builder Opens Up A Whole New Salesforce Career Path
Many of you may never have touched communities on the Salesforce platform.
There really hasn’t been a better time to start exploring that area. Communities are the center of the “Digital Experience Platform” and will serve as the layer of interaction for many solutions going forward.
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3. Some of the Most Exciting Mew Features Are Available in Community Builder
Not only is Community Builder super easy to start using right away, it has some wicked innovation that you’ll want to check out. Have you seen the power of audiences & personalization in Communities. It’s a must-see feature!
Resources Talk Track: Here are a bunch of resources Phil suggests to learn more.
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Heather Black gave a presentation about the roles of an Awesome Admin:
1. Step 1 – Manage Your Data Securely
- Be Clear On Your Policies With UsersAgree to your security and data management policies and manage them using reports and to police their application
- Make the Most of Security and Data Tools Security Health CheckMydomain
2. Step 2 – Look After the Health of Your System
- Undertake Your Health ChecksCritical updatesOptimizer reportsHealth checks and new releases
- Up a Support DeskUse the Service Cloud and Console to manage requests from users whether it’s fixes, health checks or development work
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3. Step 3 – Make the Most of Salesforce
Find Out What the Organization NeedsUse Salesforce solutions that meet the needs of all teams and executives
4. Step 4 - Empower Your Users Learn about the products, features, and value of SalesforceTrain your teamCreate Salesforce champions at your company
Resources Talk Track: Here are a bunch of resources Heather suggests to learn more.
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David Palmquist gave a presentation about how to Automate Repetitive Tasks with Salesforce Macros:
1. Why Use Macros?
Macros are good for manual tasks that can be completed via a process builder or a work flow. Macros are an Ad Hoc process and require an initial human decision to run.
2. How to Create Macros
Macros easy to create and modify. You can modify any field that has a dashed border on is blue when you mouse over it
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3. Add Logic to Macros
A macro is basically a formula that if it evaluates to true then the instructions will run. If there is no logic then the instruction will run.
Resources Talk Track: Here are a bunch of resources David suggests to learn more.
Correct Answer: C- Formulas
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Jeremiah Dohn gave a presentation about how to Accelerate Adoption Using the App “Quick Actions Everywhere”:
1. Why You Need It:
The app allows you to use Quick Actions in:
Related Lists
Communities
Lightning Pages
The app is compatible with Lightning, Classic and Mobile.
It’s free, open-source and secure - designed using Salesforce best practices and standards.
2. It’s Simple to Use:
Create buttons with defined url-parameters for easily utilizing the following in buttons and related lists:
Quick Actions
Flows
Lightning components
Don’t Believe the Power of the App? Watch This Short Video Demo:
https://www.youtube.com/watch?v=Tpf4Nn2_jIs
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How to Install the App
Go To https://github.com/jmdohn/Quick-Actions-Everywhere
Install via “Click to Deploy” button (recommended), Workbench or SFDX
Follow post-setup instructions closely
Create your first quick action using quick actions everywhere!
Resources Talk Track: Here are a bunch of resources Jeremiah suggests to learn more.
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Carissa Smith gave a presentation the steps to build a Development tracking tool that truly rocks!
1. Step 1: Track your User Requests:
Step 1 is something most admins probably do already (and it’s widely talked about in salesforce circles. Tracking requests from users on Cases (a separate Record Type from the ones your users use) or some other custom object is a great way to organize your work. Grouping Cases into releases helps when you plan to release multiple pieces of work at once.
2. Step 2: Track your Development as You Go:
- This is the true “meat and potatoes” of the solution, and I highly encourage anyone who is interested to view the full Dreamforce session and PowerPoint because it walks through this in much more detail. Essentially you create a rolodex of Components in the org (anything you would add to a change set when deploying a release) and then link those to your User Requests with Component Changes. This creates a library that shows you everything that exists in your org and when/how/why it was changed over time.
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3. Step 3: Release Your Changes with Peace of Mind:
When you get ready to build change sets for a release, you have all the information at your fingertips to make it go smoothly. A report of all the changes you’ve made shows you what Components need to be added to your change set. Group it by Type (the items in the picklist when adding to change set – Action, Custom field, Report, etc.), and creating your change set will be a breeze!
Amazing Benefits of this Approach: There are other benefits of tracking your development this way, and these are just a couple teasers.
Resources Talk Track: Here are a bunch of resources Carissa suggests to learn more.
The tools here are mostly free productivity tools that really help make the entire deployment and tracking experience much smoother. I recommend googling each (they are easily searchable) and checking out their features!
Talk Track:
- Here are some way that you can keep blazing trails to learn more:
1. Visit the Salesforce Admins Website admin.salesforce.comAccess to blogs, podcasts, webinars & more
2. Take the #DF19 Keynote Trailmixsforce.co/ParkersTrailmix Leverage the power of the Salesforce Customer 360 Platform to drive impact at your company, in your career, and in your community
3. Visit the Trailblazer Community
sforce.co/AdminTrailblazerGroupJoin thousands of peers in the Admin Trailblazers Chatter Group
4. Watch the Full DF19 Admin Keynote https://www.youtube.com/watch?v=PsWaWMpvMw0
Talking points:
Customer expectations are rising.
Apps are everywhere and becoming ambient.
They are getting smarter and more integrated.
Today you can talk to your smart television and thermostat. Using your phone, you can send directions to your car, and then use your car’s Autopilot app to drive you there. This is happening!
Users expect these smart, connected, and integrated experiences everywhere, in their personal lives and in their professional lives.
Talking points:
But these experiences are hard to build
We need to bring together the latest innovations like AI, Voice, Vision and Blockchain into a cohesive experience
These experiences need to be trusted and guarantee data privacy
We need ALM workflows to deliver that innovation continuously
That’s hard. That’s a lot of infrastructure to implement and to wire together
And while we’re doing that, we’re not delivering innovation to our businesses
To solve these problems, and make it easy to create trusted, smart and flexible experiences...
Talking points:
... Salesforce provides the Salesforce Customer 360 Platform
The Salesforce Customer 360 Platform brings together all the pieces we need to build modern apps in one integrated platform
It’s the same platform we use to build the Customer 360 apps, like Sales, Service, Marketing, and Commerce.
And we can use that platform to build our own apps!
[Transition] Let’s look at what Salesforce is doing to help us Build, Connect, and Manage our apps to deliver continuous innovation
Talking points:
First, let’s go over some amazing new features that will allow us to build innovative apps faster than ever.
Talking points:
… to help us build engaging and smart mobile experiences. Salesforce announced the general availability of the new Salesforce mobile app.
The Salesforce Mobile app has a brand new experience.
It has an app launcher that allows us to load and use the same apps we use on the desktop
It’s smart: We can use Einstein Voice Assistant (which is in Pilot) and Einstein Analytics
And it’s customizable with clicks and code: we can now have Lightning Web Components everywhere, including on the record home page
[Transition] Let’s talk about Lightning Web Components...
Talking points:
Lightning Web Components allows us to build engaging experiences with modern Web Standards.
That’s great for our apps, and it’s also great for us developers, because we get to work with the latest and greatest technologies
Salesforce launched Lightning Web Components earlier this year, and at TDX they open sourced the LWC framework
And as part of their continuous support for open source, they announced that they are open sourcing the Base Lightning Components, which is the component library built on top of Lightning Web Components.
This means that we can jump start our existing UI development with UI building blocks; and they launched with over 50 Base Lightning Components
We can extend existing components and contribute our code
And we can learn or develop best practices by exploring the source code
[Transition] To build engaging experiences it’s helpful to have a common framework like LWC. It is also helpful to have a common platform to build these experiences on...
Talking points:
… Which is why Salesforce is introducing Salesforce Evergreen
Evergreen will bring together the best of the Lightning and Heroku platforms
With Evergreen we can build contextual experiences with Salesforce Data at scale
We can build these experiences using microservices or functions using familiar languages like Node.js, Java and Apex
And we can build these experiences with code or clicks. For example, we could invoke an Evergreen function written in Node.js from a Flow, from a process, and the ability to innovate with even more open source libraries.
--A new Heroku Runtime that is tightly integrated into Salesforce Core
The unique combination of serverless, elastic container technology and seamless access to customer data and low-code business logic makes Salesforce the obvious place to build and run the differentiated digital experiences that impress your customers, partners and employees
Talking points:
Next, we’re to explore how we can leverage the platform to create connected experiences with applications that connect everything.
As developers we need to make all these connections come to life in the apps we build.
But how do we create apps that connect everything?
[Transition] Of course, we use APIs!
Talking points:
Now Salesforce has a lot of APIs
So many, that it’s sometimes difficult to keep track
To help us with that, they’re introducing to the Salesforce API Portal
It allows us to discover all the Salesforce APIs in one place
To learn about all these APIs with interactive documentation
We can try mock and production endpoints in-place, from within the portal
And we can engage with the ecosystem through forums
Stay tuned for more information in 2020 regarding when the Salesforce API Portal will be available
[Transition] When we create connected experiences, we want them to be smart…
Talking points:
And to help us create smart connected experiences, Salesforce has added new Einstein UI and APIs
There’s the Einstein Vision and Language app available now on AppExchange which we can use to build and integrate models with clicks
Einstein Multi-Language is now Pilot and allows you to analyze text in six languages (intent and sentiment)
Einstein OCR allows you to identify text in images
Einstein Voice allows you to create your own skills that you can deploy to any device
[Transition] But there’s even more new technology out there to help us build connections
Talking points:
You can also connect partners in a new way: Using Blockchain!
Blockchain allows you to create networks of partners who can use a distributed data model to record digital transactions in a trusted, immutable way
Blockchain is a great technology but it can be hard to implement
That’s why we introduced Salesforce Blockchain at TrailheaDX and it’s now Developer Preview!
Salesforce Blockchain makes it easy to build networks with clicks. That means you can focus on building your blockchain app, not on implementing blockchain infrastructure
Because blockchain objects are exposed as regular Salesforce objects, you can leverage the Salesforce platform: you can build blockchain apps with LWC, Flow, Einstein, Bots, and more.
And because the Salesforce Blockchain can be accessed from Salesforce or any other platform through APIs, it is easy to engage partners and connect applications whether they are on platform or not
Talking points:
Building innovation is great. But delivering it to our users is better.
Let’s talk about how Salesforce is making it easier for us to manage our application lifecycle and deliver innovation continuously
As we all know, an application is never really “done”
We need great tools to deliver innovation continuously
[Transition] Development starts with us, the developers, behind our laptops writing code.
Talking points:
… and to help us build, run, and test our Lightning Web Components locally, Salesforce recently introduced the Local Development Server.
With the Local Development Server, we can iterate quickly when developing Lightning Web Components
No need to deploy our changes to an org. We can run them locally on the local server running on localhost
It’s super exciting and I can’t wait to show it to you in the demo
[Transition] of course, when you are done with local changes, you probably want to test them in a sandbox with all your data...
Talking points:
… and to create these flexible test environments, Salesforce announced a new type of Sandbox: the Lightning Full Sandbox.
Lightning Full Sandboxes can be created in minutes with a full copy of your data
And they will feature refresh on demand, as often as you want… and it only takes minutes
It’s a great step forward towards more flexible development environments
[Transition] Testing your app with all data in a sandbox is great, but there is data you may not want to expose to everybody testing your application in the sandbox...
29 days refresh interval, Automatic anonymization of data using Salesforce Data Mask
Talking points:
… That’s why, they introduced Salesforce Data Mask, a new feature that allows us to anonymize sensitive data.
With Data Mask, we can build, test, customize our apps with all data and without exposing sensitive data
This helps us to meet compliance requirements
and it helps us increase productivity by removing what is usually a tedious process: with Data Mask, you can anonymize data automatically on Sandbox Creation and Refresh, or manually in an existing sandbox
[Transition] Protecting data in your sandbox is great...
Talking points:
… but we need a way to prevent unexpected activities in production, like let’s say exporting contacts or opportunities.
Salesforce announced new Real-Time Event Monitoring features, so we can create targeted transaction security policies to avoid data loss
We can configure these policies declaratively (using Condition Builder), or programmatically using Apex
And we can define actions that we want to take place when these conditions happen. For example, you can block the user, notify admins, or even require two factor authentication.
[Transition] That sums up the announcements, let's cut to a couple of demos. One on LWC Local Development, and another that will make your Apex more secure.
The first demo shows how to get up and running and use LWC local development. The second demo shows a new feature not discussed in the slides to make your Apex code more secure when invoked from a JavaScript client such as LWC.
There are two demos that last 20 minutes in total.
Please set aside at least 30 minutes to set up these demos.
Be sure to practice your demo ahead of time.
Lightning Web Components Local Development (set up time: 20 minutes, demo run time: 15 minutes)
Demo script: https://salesforce.quip.com/n5L4AH600aBb
The Apex ‘stripInaccessible’ method (set up time: 10 minutes, demo run time: 5 minutes)
Demo script: https://salesforce.quip.com/sbDWAebJrQrK