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Barcelona Administrator Study Group-5oct2019

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Welcome & Introductions
Today’s Sponsors & Mentors
Administrator Exam Guide & Strategy
Trailhead - how many badges have you earned until now?

Practice, Practice, Practice!
Let’s earn new badges!
Today - “Build a suggestion box app” (Time-boxed 60 minutes)
Automation tools for Admins
Exam Preparation: Quiz & Flashcards
“Org Confessions” (source: Elements Cloud)

Presenting like a Champion!
Present your solution approach
Voting for Today’s Champion #freevoucher

8 Tips for Success

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Barcelona Administrator Study Group-5oct2019

  1. 1. Study Group Barcelona Administrators Group
  2. 2. ★ 9.45 Welcome & Introductions ○ Today’s Sponsors & Mentors ○ Administrator Exam Guide & Strategy ○ Trailhead - how many badges have you earned until now? ★ 10:00 - 11:25 Practice, Practice, Practice! ○ Let’s earn new badges! ■ Today - “Build a suggestion box app” (Time-boxed 60 minutes) ○ Automation tools for Admins ○ Exam Preparation: Quiz & Flashcards ○ “Org Confessions” (source: Elements Cloud) ★ 11:30 - 12:00 Presenting like a Champion! ○ Present your solution approach ○ Voting for Today’s Champion #freevoucher ★ 12:00 - 12:15 - 8 Tips for Success Agenda for today
  3. 3. Sponsors - Thanks for your support!! #TrailblazerCommunity #Barcelona #DreamJob
  4. 4. Hall of Famous Mentors #ohana #bigthankyou Calling for new Mentors in Barcelona! Happy to have you in our next Study Group session! Admin Certif earned? 2+ years of hands-on experience? Fancy to present a topic to the audience? [Your Name here]
  5. 5. David Sánchez Carmona Leader of Barcelona Administrators Group Next planned Certs: Instructor + Sharing & Visibility Designer 265+ badges in Trailhead Superbadges: 1 I love Salsa & Kizomba dancing! Salesforcing since 2013 | Working for a Gold partner
  6. 6. Administrator Exam Guide - Follow an effective Strategy ● 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) ● 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 Focus most of your efforts on really understanding these key topics inside out - 44 questions Memorize Salesforce setup screens and configurations
  7. 7. 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
  8. 8. Today - Getting new badges while learning-by-doing! https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_beginner https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_intermediate
  9. 9. Hands-on Project!
  10. 10. Pair Studying & Public Presentation: Rules Time-boxed 90 minutes Solution configuraton in a Dev org - in pairs Time-boxed 10 minutes Presentation in pairs 5’ Break time Guy who is attempting Admin exam
  11. 11. Today - Getting new badges while learning-by-doing! https://trailhead.salesforce.com/content/learn/projects/suggestion_box Topics to tackle today: 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
  12. 12. Automation Tools for Admins! Josh Delaney
  13. 13. What is Automation? When Salesforce carries out some action as a result of some conditions being met Send an Email Update a record Create and Delete records Execute a quick action Evaluate Conditions Carry out Action The Tools Workflow Rules Process Builder Flow Builder Approval Processes* On their own they don’t sound like much...
  14. 14. Today - Automation tools for Admins Decision Complexity & Reach Stability Workflow Consists of a Workflow Rule and 1 or more Actions Conditions can be based on field values or a formula that evaluates to true Can update the record that triggered the rule, or it’s Master record* Create task, Send Email, Update Field Process Builder Everything Workflow can do and; Conditions can be based on/actions applied to records related via lookup Related Records can be updated Different conditions can be applied to records in the same action group Post to Chatter, Submit for Approval and Trigger other Processes and... Flow Builder True Declarative Programming (user- defined variables, complex decision trees) Introduces Screen Component Launched by PB or with a Custom Button Perform Actions on unrelated records Delete Records*
  15. 15. When an Opportunity is created you want to create a task on the Opportunity for the Owner to make a call and schedule an email to send 30 days later if the Opportunity is still open to remind the Owner to update or disqualify the Opportunity When a Contract’s status is changed to ‘Activated’, you want to update the Account Type to Customer and create a Customer Success Plan record When the first Opportunity of the month closes, you want to update the custom field ‘Winning Status’ of the Opportunity Owner to “Winning” and the ‘Winning Status’ on all other sales reps’ user records to “Losing” Which tool do you use?
  16. 16. Today - Automation tools for Admins Workflow and Processes fire when a user does something a record Receiving lots of reports of this error as a result of too much automation? Reuse Triggers Be aware: Object reference limit Use UI solutions to reduce Formula Fields Use Process Builder rather than Workflow if you must
  17. 17. Prepare your exam with Flashcards
  18. 18. Exam Preparation - Quiz & Flashcards https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep
  19. 19. Preparing for the exam - Workout your skills in Trailhead - seriously https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential
  20. 20. New topic in our Study Group: Learning about really bad implementation Practices in Salesforce - and how to avoid them!
  21. 21. OrgConfessions - there are some lists you shouldn’t be on Go to official source to find 330+ confessions: https://elements.cloud/confessions/ “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! Confession #9 “Over 100 picklist values on a field but we have no idea which ones are used so we can’t delete any.”
  22. 22. Improving your Administrator’ soft skills Present your solution like a Champion!
  23. 23. Today - Getting new badges while learning-by-doing! https://trailhead.salesforce.com/content/learn/projects/suggestion_box Topics learned today: 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
  24. 24. 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
  25. 25. 8 Tips for Success
  26. 26. 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
  27. 27. “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 (Metro: L1 Rocafort) Logistics & Mentoring +34 656 421 850 (David)
  28. 28. Trailhead Academy - Barcelona / Madrid / Paris / México https://www.isdi.education/sites/default/files/formacion_salesforce_0.pdf

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