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Webinar Coding for Salesforce Admins

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Every Admin can benefit from knowing a little code! Join us to learn why it’s so beneficial to know how to code in the “Lightning” era, how to write your first Apex trigger, and your specific steps to continue learning Apex.

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Webinar Coding for Salesforce Admins

  1. 1. Coding for Salesforce Admins August 9, 2017
  2. 2. LeeAnne Templeman Principal Admin Evangelist Salesforce @leeanndroid Today’s Speakers David Liu Technical Architect Google @dvdkliu
  3. 3. Forward-Looking Statements ​ 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 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.
  4. 4. Get Social with Us! @SalesforceAdmns #AwesomeAdmin Salesforce Admins Salesforce Admins Salesforce Admins
  5. 5. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/codingforadmins This webinar is being recorded!
  6. 6. Join the Admin Webinar Group for Q&A! ​ Don’t wait until the end to ask your question! •  We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! •  Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
  7. 7. Today’s Agenda •  Introduction •  Five Reasons Why You Should Learn to Code •  Write Your First Trigger •  Resources •  Q&A
  8. 8. Introduction
  9. 9. “I Dream in Salesforce!” David Liu, Technical Architect ​  Four-time Salesforce MVP ​  17 Salesforce certifications, including Platform Developer II ​  SFDC99.com – coding lessons for the 99%!
  10. 10. The REAL David… An “accidental admin” who dreamed of… •  Using Salesforce to its full potential •  Making an impact within my company •  Being a hero – building that heroic feature! •  Eventually building my own product or company •  Providing for my family
  11. 11. ​ “The best thing I ever did for my career was learn to code.”
  12. 12. Five Reasons Why You Should Learn to Code
  13. 13. ​ You do NOT have to be a full-fledged, 40 hour per week developer. ​ An #AdminWhoCodes will reap these benefits too! Important Note!
  14. 14. Reason #1: MONEY! Entry Mid Senior $60k $95k $140k $70k $120k $150k Admin Developer $60,000 $75,000 $90,000 $105,000 $120,000 $135,000 $150,000 Entry Mid Senior Sources: Salesforce Career Paths (Official), Careers in the Cloud, Hireforce
  15. 15. X X X Reason #2: Learning to Code is Easier Than Ever! …Coding in Salesforce is nothing like this!
  16. 16. …You’ve Already Started Learning to Code! Opp is Closed Update a Field Do Nothing Workflow Rules YES NO Opp is Closed Update a Field YES NO Send an Email Demo Booked YES NO Do Nothing Process Builder
  17. 17. This is Coding! Opp is Closed Update a Field NO Update Account Demo Booked NO Do Nothing Tech Sector YES >$10K? NO NO >$50K? YES YES Email Your Boss YES Chatter Post NO Flows
  18. 18. Anyone Can Code! 50% of my Google co-workers! Bartenders Violinists Historians Men & women of all ages I did it! Call center agents Read 40+ success stories on SFDC99.com! Can I really learn to code?
  19. 19. Reason #3: Jobs are Everywhere! MARC BENIOFF
  20. 20. Job Prospects: By the Numbers 0 4000 8000 12000 16000 20000 2013 2014 2015 2016 2017 2018 2019 Source: Salesforce Career Paths (Official) Job Openings Growth Rate Remote Jobs 3,000 34% Low 8,000 58% High Admin Developer
  21. 21. Reason #4: The Age of Lightning!
  22. 22. Coding in the Lightning Era ​ My short-term predictions Next 1 - 3 Years Business as Usual Huge development demand as market catches up with Lightning Migration Requires Devs! Visualforce to Lightning, Javascript Buttons, etc
  23. 23. Coding in the Lightning Era ​ My long-term predictions 3 Years+ Admins Close the Gap Declarative tools such as Process Builder, Lightning Connect, Visual Flows The Salesforce Pie Grows SalesforceDX, Lightning Components, Einstein, Internet of Things
  24. 24. Reason #5: Become a Master of Salesforce The Technical Architect Journey Coding Knowledge Required! These certifications cover code: Certified Platform Developer I Certified Development Lifecycle and Deployment Designer Certified Identity and Access Management Designer Certified Integration Architecture Designer
  25. 25. What can an #AdminWhoCodes do? Extend Declarative Tools Cross object validation rules, run logic on delete, bypass limits Update / Debug Code Update picklist values, fix minor bugs, troubleshoot deployments Build Custom UIs Visualforce, Lightning components, embedded widgets Create Scheduled Jobs Run a process every day at midnight Integrate Systems Build simple integrations between Salesforce and other systems Play With Latest Tech! Salesforce is an API first company: Einstein Sentiment, Vision, etc.
  26. 26. Write Your First Trigger
  27. 27. What is an Apex Trigger? if (opp.IsClosed) { // Update a field opp.Process_Renewal__c = true; } else if (opp.StageName == ‘Demo’) { // Send an email Messaging.sendEmail(demoMail); } else { // Do nothing } Process Builder When criteria are met, execute actions. Limited by feature capabilities. Apex Trigger When criteria are met, execute actions. Limited by your imagination!
  28. 28. Apex Trigger – Create a Renewal Opportunity ​ trigger CreateRenewal on Opportunity (before insert, before update) { ​  for (Opportunity opp : Trigger.new) { ​  if (opp.IsClosed) { ​  Opportunity renewal = new Opportunity(); ​  renewal.Name = ‘Renewal Opp’; ​  renewal.StageName = ‘Prospecting’; ​  renewal.Amount = 1000; ​  renewal.CloseDate = Date.today(); ​  insert renewal; ​  } ​  } ​ } To create a trigger in Lightning, go to Setup >> Object Manager >> Opportunity >> Triggers >> New
  29. 29. Apex Trigger – Create a Renewal Opportunity ​ trigger CreateRenewal on Opportunity (before insert, before update) { ​  for (Opportunity opp : Trigger.new) { ​  if (opp.IsClosed) { ​  Opportunity renewal = new Opportunity(); ​  renewal.Name = ‘Renewal Opp’; ​  renewal.StageName = ‘Prospecting’; ​  renewal.Amount = 1000; ​  renewal.CloseDate = Date.today(); ​  insert renewal; ​  } ​  } ​ }
  30. 30. Apex Trigger – Create a Renewal Opportunity ​ trigger CreateRenewal on Opportunity (before insert, before update) { ​  for (Opportunity opp : Trigger.new) { ​  if (opp.IsClosed) { ​  Opportunity renewal = new Opportunity(); ​  renewal.Name = ‘Renewal Opp’; ​  renewal.StageName = ‘Prospecting’; ​  renewal.Amount = 1000; ​  renewal.CloseDate = Date.today(); ​  insert renewal; ​  } ​  } ​ }
  31. 31. Apex Trigger – Create a Renewal Opportunity ​ trigger CreateRenewal on Opportunity (before insert, before update) { ​  for (Opportunity opp : Trigger.new) { ​  if (opp.IsClosed) { ​  Opportunity renewal = new Opportunity(); ​  renewal.Name = ‘Renewal Opp’; ​  renewal.StageName = ‘Prospecting’; ​  renewal.Amount = 1000; ​  renewal.CloseDate = Date.today(); ​  insert renewal; ​  } ​  } ​ }
  32. 32. Resources
  33. 33. Best Resources for Learning from Zero! Apex Workshop Dreamforce Recordings Apex for Admins Dev Beginner Head First Java SFDC99 #DF16 Sessions Dev User Groups RAD Coding School
  34. 34. dvdkliu@gmail.com
  35. 35. Q & A
  36. 36. Q&A bit.ly/ AdminWebinarGroup Slides bit.ly/codingforadmins Wrapping Up Survey bit.ly/aw-surveycoding

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