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Barcelona admin group study group-14dec2019

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Content delivered in our Salesforce Study Group in Barcelona (December 14th 2019)

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Barcelona admin group study group-14dec2019

  1. 1. Study Group Barcelona Administrators Group
  2. 2. Agenda for today ★ 9.55 Welcome & Introductions ○ Today’s Sponsors & Mentors ○ Highlights of Dreamforce 2019 ○ Administrator Exam Guide & Strategy ○ Trailhead - how do you feel today? ★ 10:00 - 11:45 ○ Admin’ topics: Quick Overview (25 min) ○ Open Debate: “Org Confessions” (10 min) ○ Let’s earn new badges today - “Build a Recruiting App” (Time-boxed 60 minutes) ★ 11:50 - 12:20 Presenting like a Champion! ○ Present your solution approach ○ Voting for Today’s Champion #freevoucher ★ 12:20 - 12:30 - 8 Tips for Success
  3. 3. This Study Group supports 4 Sustainable Development Goals (SDGs) #ohana https://www.salesforce.com/blog/2019/11/sustainable-development-goals-sdgs-dreamforce.html?_lrsc=26d592bc-412d-4c9b-923d-5b1a14b66aba
  4. 4. Trailhead Academy - Sponsors - Thanks!! https://www.isdi.education/sites/default/files/curso_adx201_1.pdf Interested in 1 week of full-time Training from Monday-Friday 9:00 to 18:00 ? Special Price for you members of our Barcelona Administrators Group: 1.000 € Exam Fee included Contact details: bbucher@isdi.education
  5. 5. Hall of Famous Mentors #ohana #bigthankyou Calling for new Mentors in Barcelona! Happy to have you in our next Study Group session! david.sanchez.carmona@trailblazercgl.com Admin Certif earned? 2+ years of hands-on experience? Fancy to present a topic to the audience? [Your Name here] Mariana Miranda
  6. 6. David Sánchez Carmona Leader of Barcelona Administrators Group Next planned Cert: Instructor 270+ badges in Trailhead Superbadges: 1 I love Salsa & Kizomba dancing! Salesforcing since 2013 | Working for a Gold partner
  7. 7. Highlights of Dreamforce 2019 - November 19-22 Einstein Search - a revolution is coming! ● Today Search provides personalised results for each user ● Tomorrow (Beta), they will be able to take actions, such as edit, directly from search results instead of clicking into a record. ● Less reports or list views, now users are searching for “my open opportunities”. ● Permission Set Groups ● Dynamic Forms ● Dynamic Actions ● From PDF to Labs App: The Salesforce Optimizer Gets Redefined
  8. 8. How do you feel today? Knowledge # of badges earned in Trailhead Practice-Practice-Practice # of hours spent in your Developer org #fun 100+ Lots Be patient with yourself. Some things simply cannot be learned right away — you need time. Under 50 badges Very limited hands-on experience in CRM & Salesforce New Trailhead Go app for
  9. 9. ● 60 questions with a Passing Score of 65% in 105 minutes - Your Goal = 40 correct answers ● Deberías estudiar en INGLÉS - así evitas tener que traducirlo todo! ● Si tu nivel de inglés en medio-bajo, abre un caso al SF Trailhead team y te darán 30 minutos extra en el examen (135 min) - IMPORTANTE: hay que solicitar con antelación a través de un caso en Success Portal ● Idiomas en los que se puede hacer: Español, Inglés y otros ● Exam Guide: https://trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide 14% - Standard & Custom Objects 14% - Sales & Marketing Applications 13% - Security & Access 13% - Service & Support Applications 10% - Data Management 10% - Analytics - Reports & Dashboards 8% - Workflow & Process Automation 7% - User Setup 3% - Organizational Setup 3% - Activity Management & Collaboration 3% - Desktop & Mobile Administration 2% - Appexchange Administrator Exam Guide - Follow an effective Strategy Focus most of your efforts on really understanding these key topics inside out - 44 questions Memorize Salesforce setup screens and configurations
  10. 10. First steps - Be sure you’ve got these Trails in your backpack!
  11. 11. https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential Preparing for the Admin exam - Workout your skills in Trailhead - seriously
  12. 12. Admin’s Topics: Quick Overview
  13. 13. Preparing for the Admin exam - 8% - Workflow & Process Automation Workflow & Process Automation (8%) ● Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process. ● Describe capabilities and use cases for the approval process. https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential
  14. 14. Exam Preparation - Quiz & Flashcards All topics: https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep Workflow & Process Automation: https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and-automation/study-up- on-workflow-and-automation?trail_id=administrator-certification-prep
  15. 15. WORKFLOWS & PROCESS AUTOMATION ● The save order of execution is a sequence of events that occur when a record is saved in Salesforce. ● These events (DML operations) are executed when an insert, update or upsert operation occurs. ● All events need to execute successfully before the data is committed to the database Setup -> Debug Logs
  16. 16. Process Automation - Order of Execution - Example of automated processes ● A User / Import Wizard / Data Loader is creating a Lead record - BUT JUST BEFORE STORING ALL DATA IN SALESFORCE’S DATABASE - this happens: ○ There is a Lead assignment rule defined in Salesforce that assigns all “Hot” leads to the user “Nick Adams”. ○ Then there is a workflow rule with field update action defined that sets the Industry picklist field of Lead to “Technology” if City is San Francisco. ○ Next, there is a Process Builder with criteria if Lead Status is “Site Visit’ then a Site Visit record should be created automatically mapping values from Lead. HELP - Order of Execution: https://developer.salesforce.com/docs/atlas.en- us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm https://trailhead.salesforce.com/content/learn/modules/developer_console WORKFLOWS & PROCESS AUTOMATION
  17. 17. Process Automation - Process Builder / Order of Execution ● Best Practice: ONE OBJECT - ONE PROCESS ○ trigger: when record is created or edited and then: ○ New Event (DML): insert isNew () ○ Update priorvalue (field) ○ Then you can use verify next step to make a chain of triggers and rules ● https://trailhead.salesforce.com/en/content/learn/projects/quickstart-process-builder WORKFLOWS & PROCESS AUTOMATION
  18. 18. Process Automation - Order of Execution - Example of automated processes WORKFLOWS & PROCESS AUTOMATION Salesforce is developing new industries (Retail, Manufacturing) and expanding existing ones (Financial Services, Insurance, Health Cloud, Education Cloud, Non Profit Cloud) And FLOWS have a key role in that strategy.
  19. 19. Process Automation - Order of Execution - Example of automated processes WORKFLOWS & PROCESS AUTOMATION ● Flow Builder: there’s input from user (screens) ● Process Builder: automation (can invoke a Flow) ● Workflow Rules: if you need to send an outbound message (many existing orgs have them, so you better know them) ● Approval Process: user submit a loan / vacation request, process send it to approver
  20. 20. Process Automation - Order of Execution - Example of automated processes WORKFLOWS & PROCESS AUTOMATION 1. Process Builder: CANNOT 2. Post to a community feed. 3. Submit a related record for approval. (Approval Process) 4. Delete records. (use a FLOW) 5. Create a bunch of records and associate them with each other. 6. Perform complex logic.(Apex) 7. Send an outbound message (Use a Workflow rule)
  21. 21. Learning-by-Avoiding: Really bad implementation Practices in Salesforce - and how to avoid them!
  22. 22. OrgConfessions - there are some lists you shouldn’t be on “The Salesforce platform is very powerful, but as Spiderman was told “with great power comes great responsibility”. Salesforce has the potential to transform your organization. “ Let’s guide our configuration job by best practices! 14% - Standard & Custom Objects 14% - Sales & Marketing Applications 13% - Security & Access 13% - Service & Support Applications 10% - Data Management 10% - Analytics - Reports & Dashboards 8% - Workflow & Process Automation 7% - User Setup 3% - Organizational Setup 3% - Activity Management & Collaboration 3% - Desktop & Mobile Administration 2% - Appexchange Go to official source to find 330+ confessions: https://elements.cloud/confessions/
  23. 23. OrgConfessions - there are some lists you shouldn’t be on WORKFLOWS & PROCESS AUTOMATION Go to official source to find 330+ confessions: https://elements.cloud/confessions/ Confession #441 Hard-coded a record type ID in a Process Builder process in Sandbox. Deployed to production and activated. Went on vacation. Confession #429 400,000 new records loaded to Prod… because of an unknown workflow that wasn’t deactivated, an email went out to the customer contact on each record. Confession #425 I sent millions of pounds worth of purchase orders to suppliers when testing process builder in production.
  24. 24. OrgConfessions - there are some lists you shouldn’t be on WORKFLOWS & PROCESS AUTOMATION Go to official source to find 330+ confessions: https://elements.cloud/confessions/ Confession #368 We discovered Workflows and Validation Rules with open conditions and other workflows with overlapping/contradicting conditions on same object. Confession #463 I learned the hard way – when using flow, NEVER put an action object (lookup, create, update, or delete) in a loop, unless you are 100% sure it’s only going to loop a handful of records…and even then… (add reasonable criteria please!) Confession #460 I worked with a Salesforce Admin who decided to update a field on all contact records which had multiple ProcessBuilderW + Flows on and forgot to bulk batch the update or tell anyone and created nearly 80k of monitoring error messages when the updates failed which the out of hours on call team had no idea what they were or where they came from 🙁 took nearly a week to resolve and update properly.
  25. 25. Learning-by-Doing Hands-on Project!
  26. 26. Pair Studying & Public Presentation: Rules Time-boxed 45 minutes Solution configuraton in a Dev org - in pairs Time-boxed 10 minutes Presentation 10’ Break time Guy who is attempting Admin exam
  27. 27. Learning-by-doing! - “Build a Recruiting App” Do your best in 60 minutes & win a free voucher sponsored by ISDI https://trailhead.salesforce.com/en/content/learn/trails/build-platform-apps-in-lightning-experience 14% - Standard & Custom Objects 14% - Sales & Marketing Applications 13% - Security & Access 13% - Service & Support Applications 10% - Data Management 10% - Analytics - Reports & Dashboards 8% - Workflow & Process Automation 7% - User Setup 3% - Organizational Setup 3% - Activity Management & Collaboration 3% - Desktop & Mobile Administration 2% - Appexchange
  28. 28. Learning-by-doing! - “Build a Recruiting App” Do your best in 60 minutes & win a free voucher sponsored by ISDI Before you can do this project, you must complete the Build a Data Model for a Recruiting App projects. The work you do today builds on the work you complete in this project. TODAYIN OUR LAST SESSION - NOV 9TH
  29. 29. Improving your Administrator’ soft skills Present your solution like a Champion!
  30. 30. Certification Voucher Winner [YOUR NAME HERE] ● Vote for the Champion! ● Disclaimer: The Winner is the one with the highest score, no Salesforce certification at all or another voucher awarded!! #newbies
  31. 31. 8 Tips for Success
  32. 32. WORKOUT YOUR SALESFORCE MUSCLES 1. Keep your daily study routine with a healthy work/life balance 2. Practice, practice, practice in your developer org 3. Get 2 new relevant badges in Trailhead every day so you can achieve 80 before going to Admin exam 4. Think about getting the strongest commitment - It’s time to schedule your Exam in 30 days Next Steps: Commit to your Salesforce success GIVE BACK #OHANA 5. Volunteer as a Mentor - present a 15-minutes topic in our next session 6. Invite new Salesforce practitioners to our Study Group 7. Give us feedback - Tell us what next topic do you want to study 8. Mention this Study Group in Linkedin #salesforcesaturday
  33. 33. “If you want to go fast, go alone. If you want to go far, go together.” —African Proverb ● What Administrator topics do you want to cover in next session? ● Meet you again in 4 weeks! ● ISDI: Diputació, 37 - Barcelona (Metro: L1 Rocafort) Logistics & Mentoring - David: ● +34 656 421 850 ● david.sanchez.carmona@trailblazercgl.com

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