This document summarizes key topics from the TrailheaDX '19 conference for Salesforce admins. It provides an overview of the event agenda which included sessions on the Summer '19 releases, how to give an effective demo, and using process builder. It also summarizes highlights from the opening keynote around the themes of continuous innovation, new skills and certifications, and integrating data and apps. Breakout sessions are summarized on creating a Salesforce vision, effective demo skills, decluttering orgs, and using historical tracking reports to measure pipeline performance.
Become a Confluence Whiz Kid: Organized Spaces and Beautiful PagesAtlassian
Many great achievements started with a page in Confluence. Still, users always ask us how to get started creating and organizing content. How you choose to organize content in Spaces and what your pages look like determines how effective your content is.
John Wetenhall, Confluence Whiz, is sharing top tips for Space organization and page creation from his 4 years working on Confluence and speaking to scores of users. He'll focus on Confluence's top use cases: project collaboration and knowledge bases, with hands on examples from Atlassian's own internal Confluence instances, so you know what great spaces and pages can look like, and how to actually create them.
Concept to Launch: The Ultimate Confluence Guide for Software TeamsAtlassian
Building a shared understanding is the key to success of any software team. From concept to launch, I'll share the ways to maximize efforts and build tribal knowledge throughout the entire software development process for every type of project.
Learn from the teams who use Confluence and Jira Software every day to ideate, discover, strategize, define problems and requirements, communicate to stakeholders, and more!
“Virtual Learning: Webinars, Hybrid Events & So Much More”HighRoad Solution
HighRoad Solution Presents a #HighRoadU Webinar: In this webinar, we take a high-level look at the different ways that you can disseminate information to your members. We cover everything from a Tele-Seminar, Webinars/WebCasts, Hybrid Events up to full-blown Virtual Events, Conventions and Tradeshows. Along this tour, we provide best practice tips you can use immediately as well as outline common pitfalls to avoid. Watch this entire webinar and others by Highroad U on our YouTube channel: http://shout.lt/rMNF
Agenda Builder is your chance to put together your session agenda for Dreamforce! Use this guide to make it a seamless and easy experience. Go live: September 7, 2016.
Atlassian offers an evolution on team communication tools that helps you and your team move work forward, together. Come learn how with Senior Product Manager, Cameron Savage, as he discusses the ways Atlassian empowers you and your team talk, meet, decide, and do.
Become a Confluence Whiz Kid: Organized Spaces and Beautiful PagesAtlassian
Many great achievements started with a page in Confluence. Still, users always ask us how to get started creating and organizing content. How you choose to organize content in Spaces and what your pages look like determines how effective your content is.
John Wetenhall, Confluence Whiz, is sharing top tips for Space organization and page creation from his 4 years working on Confluence and speaking to scores of users. He'll focus on Confluence's top use cases: project collaboration and knowledge bases, with hands on examples from Atlassian's own internal Confluence instances, so you know what great spaces and pages can look like, and how to actually create them.
Concept to Launch: The Ultimate Confluence Guide for Software TeamsAtlassian
Building a shared understanding is the key to success of any software team. From concept to launch, I'll share the ways to maximize efforts and build tribal knowledge throughout the entire software development process for every type of project.
Learn from the teams who use Confluence and Jira Software every day to ideate, discover, strategize, define problems and requirements, communicate to stakeholders, and more!
“Virtual Learning: Webinars, Hybrid Events & So Much More”HighRoad Solution
HighRoad Solution Presents a #HighRoadU Webinar: In this webinar, we take a high-level look at the different ways that you can disseminate information to your members. We cover everything from a Tele-Seminar, Webinars/WebCasts, Hybrid Events up to full-blown Virtual Events, Conventions and Tradeshows. Along this tour, we provide best practice tips you can use immediately as well as outline common pitfalls to avoid. Watch this entire webinar and others by Highroad U on our YouTube channel: http://shout.lt/rMNF
Agenda Builder is your chance to put together your session agenda for Dreamforce! Use this guide to make it a seamless and easy experience. Go live: September 7, 2016.
Atlassian offers an evolution on team communication tools that helps you and your team move work forward, together. Come learn how with Senior Product Manager, Cameron Savage, as he discusses the ways Atlassian empowers you and your team talk, meet, decide, and do.
The most important reasons for an author to look for an e-Publisher, even though he or she thinks unnecessary having nowadays the option of self-publishing.
10 Tips for Lightning with Eric DreshfieldShiri Amit
Are you using the new Salesforce Lightning UI as well as you could be? Join us as Salesforce MVP, Eric Dreshfield, recommends his 10 tips for Salesforce professionals to optimize the Lightning Experience for their users. Get his recommendations on controlling screen real-estate, improving reporting, optimizing dashboards, and more...!
Why are some Salesforce more successful than others? What do they possess? They practice the habits that make them successful. They don't just look for tips and tricks- these are some of the habits they practice.
The Mountaineers is the premier outdoor education nonprofit in the Pacific Northwest, with over 10,000 members and over 2,000 volunteer-led courses and activities every year. Their website, mountaineers.org, is the critical link between their members and volunteers and the outdoor learning that the organization offers. When they embarked on a major upgrade project, they took a holistic view of how they had used technology in the past and how they wanted to use it in the future. They had a clear vision to guide them: the website had to be deeply engaging for their target audiences, and easy for volunteers and members to use; and it had to simplify and improve as many of their processes as possible.
In this session from the 2016 Nonprofit Technology Conference, we’ll describe the life cycle of this major website redesign project:
- Defining the strategy driving The Mountaineers mission and website
- The requirements discovery process, including a huge community engagement effort
- The technology choices we made and why
- The importance of user experience (UX) design
- The agile process used to manage development
- Managing data and content migration, testing, and site launch
- Website support and ongoing evolution
Along the way, we’ll highlight the practices that made this project so successful.
The next generation of makers are entering the workforce. Atlassian is building collaboration tools for this next generation of knowledge workers.
In this keynote, hear about the new features of Confluence and Trello, some unveiled for the first time. Learn about how teams of all kinds can use Confluence and Trello to increase velocity and enable the future makers of the world.
For the Love of Volunteers! How Do You Choose the Right Technology to Manage ...Jazkarta, Inc.
In this 2017 Non-profit Technology Conference session, Loren Drummond (Washington Trails Association), Karen Uffelman (Percolator Consulting) and Sally Kleinfeldt (Jazkarta) describe volunteer management systems - what makes a good one, how to evaluate your needs, and whether you should buy an off the shelf solution or build something custom. As a case study, they dive into the custom VMS that WTA built to manage their trail maintenance work parties, covering the project from inception through discovery and implementation. In 2016, the year after launch, WTA's VMS smoothly managed 150,000 trail maintenance volunteer hours done by 4,700 volunteers on 240 trails across the state of Washington - an astonishing $3.9 million dollars worth of labor donated to public lands.
Presented on October 15, 2021 at the aMS Southeast Asia event (online) by Christian Buckley (@buckleyplanet), Microsoft MVP+RD and Microsoft GTM Director at AvePoint Inc.
Reducing Tickets and Crushing SLAs with StatusPageAtlassian
Downtime is a fact of life, and can be a great competitive advantage for your company and your customers if you handle it well. By keeping customers and employees informed during downtime, you can build trust and cut support costs.
Join Scott, co-founder of StatusPage, for a history of the company and its recent acquisition by Atlassian. We'll cover StatusPage best practices we've learned along the way, and tips for implementing a great StatusPage experience for you and your customers.
Products covered:
StatusPage
Microsoft Teams & Yammer Enterprise Social: Better TogetherRichard Harbridge
Organizations today need to be more responsive as people are more connected than ever. While many organizations understand the benefits social technology can provide it’s often not as clear how we can go about implementing these technologies to complement our organization’s investments in collaborative technologies like Yammer, Microsoft Teams, and SharePoint.
Join Richard Harbridge as he shares practical, real-world guidance for enterprise social and the future of work. Richard explains how and where customers are investing in social, what is changing and important to understand, and what technology investments have been made and are being made by Microsoft to help customers connect and work in a cloud-first and mobile-first world.
10 x your hubspot output time hackers guide to efficiency and effectiveness...Matt Kesby
Are you a digital inbound marketer looking for new ways to be effective? Check out this fresh approach to getting the most out of your inbound campaigns.
Presented recently at the APAC portion of Hubspot's #INBOUND2015, Matt Kesby CEO of GO-VA.com.au.
GO-VA.com.au helps businesses and marketing agencies to scale though outsourcing to our team in Cebu, Philippines.
The Mountaineers: Scaling the Heights with PloneJazkarta, Inc.
Picture yourself at a non-profit with 50,000 active members and hundreds of volunteers. Your website has become dated and convoluted and needs to be replaced. You need the new site to support complex course registrations - multiple activities per course, multiple roles per activity, multiple people per registration, waitlisting, payments - without seeming complex. You need it to be easy for leaders to create new activities, for volunteers to volunteer, for members to sign up and donate, and for everyone to find what they're looking for in your vast portfolio of knowledge.
This is the story of The Mountaineers' journey to a new Plone site, which launched May 2014 after more than a year of development by a Jazkarta team consisting of David Glick, Cris Ewing, and Carlos de la Guardia. We'll describe some of the highlights, including:
- Handling rosters with collective.workspace
- Optimizing membrane-based users
- Using Stripe to process payments
- Using Celery as a message queue with Plone
- Our process for designing content types and getting content imported
- Pulling everything together with Solr-powered faceted search
10 Ways to Win at SlideShare SEO & Presentation OptimizationOneupweb
Thank you, SlideShare, for teaching us that PowerPoint presentations don't have to be a total bore. But in order to tap SlideShare's 60 million global users, you must optimize. Here are 10 quick tips to make your next presentation highly engaging, shareable and well worth the effort.
For more content marketing tips: http://www.oneupweb.com/blog/
Brick by Brick: Building Collaboration at The New York TimesAtlassian
The New York Times has undergone enormous digital changes in recent years, especially in the Real Estate section. With innovative uses of Confluence and JIRA, including by a distributed development team in India, Finland, Romania, and New York, the NYT Real Estate team has helped the newsroom and sales teams align around a common purpose, and built experiences which have significantly grown both audience and revenue. Come hear the NYT Real Estate team share their journey, and how Confluence has been instrumental in connecting teams, sharing insights and delighting their readers.
Matthew Shadbolt, Director of Real Estate Products, The New York Times
Katherine McMahan, Project Manager, Real Estate Products, The New York Times
Anatomy of a Large Website Project - With Presenter NotesJazkarta, Inc.
The Mountaineers is the premier outdoor education nonprofit in the Pacific Northwest, with over 10,000 members and over 2,000 volunteer-led courses and activities every year. Their website, mountaineers.org, is the critical link between their members and volunteers and the outdoor learning that the organization offers. When they embarked on a major upgrade project, they took a holistic view of how they had used technology in the past and how they wanted to use it in the future. They had a clear vision to guide them: the website had to be deeply engaging for their target audiences, and easy for volunteers and members to use; and it had to simplify and improve as many of their processes as possible.
In this session from the 2016 Nonprofit Technology Conference, we’ll describe the life cycle of this major website redesign project:
- Defining the strategy driving The Mountaineers mission and website
- The requirements discovery process, including a huge community engagement effort
- The technology choices we made and why
- The importance of user experience (UX) design
- The agile process used to manage development
- Managing data and content migration, testing, and site launch
- Website support and ongoing evolution
Along the way, we’ll highlight the practices that made this project so successful.
The most important reasons for an author to look for an e-Publisher, even though he or she thinks unnecessary having nowadays the option of self-publishing.
10 Tips for Lightning with Eric DreshfieldShiri Amit
Are you using the new Salesforce Lightning UI as well as you could be? Join us as Salesforce MVP, Eric Dreshfield, recommends his 10 tips for Salesforce professionals to optimize the Lightning Experience for their users. Get his recommendations on controlling screen real-estate, improving reporting, optimizing dashboards, and more...!
Why are some Salesforce more successful than others? What do they possess? They practice the habits that make them successful. They don't just look for tips and tricks- these are some of the habits they practice.
The Mountaineers is the premier outdoor education nonprofit in the Pacific Northwest, with over 10,000 members and over 2,000 volunteer-led courses and activities every year. Their website, mountaineers.org, is the critical link between their members and volunteers and the outdoor learning that the organization offers. When they embarked on a major upgrade project, they took a holistic view of how they had used technology in the past and how they wanted to use it in the future. They had a clear vision to guide them: the website had to be deeply engaging for their target audiences, and easy for volunteers and members to use; and it had to simplify and improve as many of their processes as possible.
In this session from the 2016 Nonprofit Technology Conference, we’ll describe the life cycle of this major website redesign project:
- Defining the strategy driving The Mountaineers mission and website
- The requirements discovery process, including a huge community engagement effort
- The technology choices we made and why
- The importance of user experience (UX) design
- The agile process used to manage development
- Managing data and content migration, testing, and site launch
- Website support and ongoing evolution
Along the way, we’ll highlight the practices that made this project so successful.
The next generation of makers are entering the workforce. Atlassian is building collaboration tools for this next generation of knowledge workers.
In this keynote, hear about the new features of Confluence and Trello, some unveiled for the first time. Learn about how teams of all kinds can use Confluence and Trello to increase velocity and enable the future makers of the world.
For the Love of Volunteers! How Do You Choose the Right Technology to Manage ...Jazkarta, Inc.
In this 2017 Non-profit Technology Conference session, Loren Drummond (Washington Trails Association), Karen Uffelman (Percolator Consulting) and Sally Kleinfeldt (Jazkarta) describe volunteer management systems - what makes a good one, how to evaluate your needs, and whether you should buy an off the shelf solution or build something custom. As a case study, they dive into the custom VMS that WTA built to manage their trail maintenance work parties, covering the project from inception through discovery and implementation. In 2016, the year after launch, WTA's VMS smoothly managed 150,000 trail maintenance volunteer hours done by 4,700 volunteers on 240 trails across the state of Washington - an astonishing $3.9 million dollars worth of labor donated to public lands.
Presented on October 15, 2021 at the aMS Southeast Asia event (online) by Christian Buckley (@buckleyplanet), Microsoft MVP+RD and Microsoft GTM Director at AvePoint Inc.
Reducing Tickets and Crushing SLAs with StatusPageAtlassian
Downtime is a fact of life, and can be a great competitive advantage for your company and your customers if you handle it well. By keeping customers and employees informed during downtime, you can build trust and cut support costs.
Join Scott, co-founder of StatusPage, for a history of the company and its recent acquisition by Atlassian. We'll cover StatusPage best practices we've learned along the way, and tips for implementing a great StatusPage experience for you and your customers.
Products covered:
StatusPage
Microsoft Teams & Yammer Enterprise Social: Better TogetherRichard Harbridge
Organizations today need to be more responsive as people are more connected than ever. While many organizations understand the benefits social technology can provide it’s often not as clear how we can go about implementing these technologies to complement our organization’s investments in collaborative technologies like Yammer, Microsoft Teams, and SharePoint.
Join Richard Harbridge as he shares practical, real-world guidance for enterprise social and the future of work. Richard explains how and where customers are investing in social, what is changing and important to understand, and what technology investments have been made and are being made by Microsoft to help customers connect and work in a cloud-first and mobile-first world.
10 x your hubspot output time hackers guide to efficiency and effectiveness...Matt Kesby
Are you a digital inbound marketer looking for new ways to be effective? Check out this fresh approach to getting the most out of your inbound campaigns.
Presented recently at the APAC portion of Hubspot's #INBOUND2015, Matt Kesby CEO of GO-VA.com.au.
GO-VA.com.au helps businesses and marketing agencies to scale though outsourcing to our team in Cebu, Philippines.
The Mountaineers: Scaling the Heights with PloneJazkarta, Inc.
Picture yourself at a non-profit with 50,000 active members and hundreds of volunteers. Your website has become dated and convoluted and needs to be replaced. You need the new site to support complex course registrations - multiple activities per course, multiple roles per activity, multiple people per registration, waitlisting, payments - without seeming complex. You need it to be easy for leaders to create new activities, for volunteers to volunteer, for members to sign up and donate, and for everyone to find what they're looking for in your vast portfolio of knowledge.
This is the story of The Mountaineers' journey to a new Plone site, which launched May 2014 after more than a year of development by a Jazkarta team consisting of David Glick, Cris Ewing, and Carlos de la Guardia. We'll describe some of the highlights, including:
- Handling rosters with collective.workspace
- Optimizing membrane-based users
- Using Stripe to process payments
- Using Celery as a message queue with Plone
- Our process for designing content types and getting content imported
- Pulling everything together with Solr-powered faceted search
10 Ways to Win at SlideShare SEO & Presentation OptimizationOneupweb
Thank you, SlideShare, for teaching us that PowerPoint presentations don't have to be a total bore. But in order to tap SlideShare's 60 million global users, you must optimize. Here are 10 quick tips to make your next presentation highly engaging, shareable and well worth the effort.
For more content marketing tips: http://www.oneupweb.com/blog/
Brick by Brick: Building Collaboration at The New York TimesAtlassian
The New York Times has undergone enormous digital changes in recent years, especially in the Real Estate section. With innovative uses of Confluence and JIRA, including by a distributed development team in India, Finland, Romania, and New York, the NYT Real Estate team has helped the newsroom and sales teams align around a common purpose, and built experiences which have significantly grown both audience and revenue. Come hear the NYT Real Estate team share their journey, and how Confluence has been instrumental in connecting teams, sharing insights and delighting their readers.
Matthew Shadbolt, Director of Real Estate Products, The New York Times
Katherine McMahan, Project Manager, Real Estate Products, The New York Times
Anatomy of a Large Website Project - With Presenter NotesJazkarta, Inc.
The Mountaineers is the premier outdoor education nonprofit in the Pacific Northwest, with over 10,000 members and over 2,000 volunteer-led courses and activities every year. Their website, mountaineers.org, is the critical link between their members and volunteers and the outdoor learning that the organization offers. When they embarked on a major upgrade project, they took a holistic view of how they had used technology in the past and how they wanted to use it in the future. They had a clear vision to guide them: the website had to be deeply engaging for their target audiences, and easy for volunteers and members to use; and it had to simplify and improve as many of their processes as possible.
In this session from the 2016 Nonprofit Technology Conference, we’ll describe the life cycle of this major website redesign project:
- Defining the strategy driving The Mountaineers mission and website
- The requirements discovery process, including a huge community engagement effort
- The technology choices we made and why
- The importance of user experience (UX) design
- The agile process used to manage development
- Managing data and content migration, testing, and site launch
- Website support and ongoing evolution
Along the way, we’ll highlight the practices that made this project so successful.
Jacksonvillle, FL Dreamforce Global Gathering DeckMarc Lester
This is the presentation used during the Jacksonville, FL Dreamforce Global Gathering session. it provides the highlights from Salesforce's ultimate conference "Dreamforce".
Salesforce admin. Details on users, analytics, reports and dashboards, approval process, data management tools like data loader and data import wizard.
Getting started with salesforce- deploy and empower your usersHarleen Mann ?
Deploy and empower your end users
Engage with your users and take action to
achieve your goals
BY "Your Getting Started with Salesforce Community Team"
Jax, FL Admin Group Presents: Finding Your Salesforce Journey PathMarc Lester
Join us to get some tangible resources to help you find your own Salesforce Journey Path. Whether you are looking for resources to help you get certified, find ways to get some initial experience or looking to network with others in the community, we will let you know about lots of great resources available to help you in your journey.
Presenter, Marc Lester
Group Leaders:
Marc Lester, Coastal Cloud
Angela Moten, American Red Cross
This deck includes all of the presentations used during the Jacksonville, FL Trailblazer Community Group 2019 Dreamforce Global Gathering event on 2/5/2020. This includes the deck used for the introduction/closing, as well as the Admin Highlights, Nonprofit Highlights, Developer Highlights and the update on Trailblazer.me. There are lots of helpful links on many of the slides, so make sure you check out the slides and click on the links to get additional details on the information highlighted on the slide.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
Model Attribute Check Company Auto PropertyCeline George
In Odoo, the multi-company feature allows you to manage multiple companies within a single Odoo database instance. Each company can have its own configurations while still sharing common resources such as products, customers, and suppliers.
A Strategic Approach: GenAI in EducationPeter Windle
Artificial Intelligence (AI) technologies such as Generative AI, Image Generators and Large Language Models have had a dramatic impact on teaching, learning and assessment over the past 18 months. The most immediate threat AI posed was to Academic Integrity with Higher Education Institutes (HEIs) focusing their efforts on combating the use of GenAI in assessment. Guidelines were developed for staff and students, policies put in place too. Innovative educators have forged paths in the use of Generative AI for teaching, learning and assessments leading to pockets of transformation springing up across HEIs, often with little or no top-down guidance, support or direction.
This Gasta posits a strategic approach to integrating AI into HEIs to prepare staff, students and the curriculum for an evolving world and workplace. We will highlight the advantages of working with these technologies beyond the realm of teaching, learning and assessment by considering prompt engineering skills, industry impact, curriculum changes, and the need for staff upskilling. In contrast, not engaging strategically with Generative AI poses risks, including falling behind peers, missed opportunities and failing to ensure our graduates remain employable. The rapid evolution of AI technologies necessitates a proactive and strategic approach if we are to remain relevant.
Exploiting Artificial Intelligence for Empowering Researchers and Faculty, In...Dr. Vinod Kumar Kanvaria
Exploiting Artificial Intelligence for Empowering Researchers and Faculty,
International FDP on Fundamentals of Research in Social Sciences
at Integral University, Lucknow, 06.06.2024
By Dr. Vinod Kumar Kanvaria
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
How to Make a Field invisible in Odoo 17Celine George
It is possible to hide or invisible some fields in odoo. Commonly using “invisible” attribute in the field definition to invisible the fields. This slide will show how to make a field invisible in odoo 17.
10. Build networks with clicks
Automate data with Lightning Platform
Easily connect partners
Complete the NEW Salesforce Blockchain
Module on Trailhead
Read the Intro to Blockchain for Admins
blog post on admin.salesforce.com
The fast and easy way to build trusted partner networks
Introducing Salesforce Blockchain
12. Learn New Skills
KEY ANNOUNCEMENTS
NEW Trailhead Modules:
1. AI Ethical Use
2. Indeed resume writing strategies
NEW Marketing Cloud Developer Cert
NEW Trailblazer Connect
NEW myTrailmoji
13. Video From Opening Keynote - RAD Women
Click here to play the RAD Women Video!
14. Introducing
Amplify
Denver/Boulder
Save the Date for our next gathering:
October 16th | Galvanize, Boulder Campus
Amplify Mission:
Empowering underrepresented voices in the Salesforce.org
ecosystem and those who support them to be fearless
leaders in technology.
Examples of Underrepresented Voices:
People of color, women, and people who identify as
transgender, nonbinary, LGBTQIA+, differently abled, and
neuro-diverse.
WeAreAmplify.org@Amplifydenverb
15. Build Modern Apps
KEY ANNOUNCEMENTS
NEW Lightning Web Components
Open Source:
Developers can now use the same
framework on and off the Lightning
platform, learn by exploring the
source code, and help drive the
roadmap by contributing code
NEW Einstein Platform Services:
Einstein Predictions Service
Einstein Optical Character Recognition
Einstein Translation
16. Video From Opening Keynote - Susannah St-Germain
Click here to play Susannah’s Trailblazer Story!
17. Integrate Any Data, App or Device
KEY ANNOUNCEMENT
NEW MuleSoft API Community Manager:
A tool that empowers everyone to share
integrations, and personalize experiences with clicks
18. Video from Keynote: Phil Connaughton
Click here to play Phil’s Trailblazer Story
21. Highlights from the Top 6 Breakout Sessions for Admins
Create a Vision for Salesforce
Shannon Gregg
Michael Gerholdt
How To Rock Your Salesforce
Demo (and why it matters)
LeeAnne Rimel
Decluttering Your Org: Steps
to a More Optimized
Salesforce
Christopher Marzilli
Intro to Object Oriented
Programming (OOP) for Admins
Kieren Jameson
Measure Pipeline Performance
with Historical Tracking Reports
Liz Skaates
Make the Move to Lightning
Experience in 60 Days
Rebecca Saar, Kelly Walker,
Melanie Head
22. Create a Vision for Salesforce in Your Company
How Do You Create a Salesforce Vision and Get Your Stakeholders on Board?
1. Build the Vision
• What: Unfreeze old behaviors, change thought patterns,
refreeze new habits.
• How:
• Unfreeze: Interview execs, stakeholders on what they’d
love to see Salesforce do for the company.
• Change: Deliver the “art of the possible” by
demonstrating the capabilities of the Salesforce
platform.
• Refreeze: demonstrate the new vision and orient
stakeholders to it.
2. Shape the Environment
• What: Model the new way, inspire the vision, challenge
the process, enable others to act.
• How
• Communicate the Vision: Use all of your methods
to communicate the vision of how Salesforce can
be your company’s central source of truth: email,
text, Chatter, team meetings, town halls, leadership
retreats.
• Teach the Vision: Join team meetings to find ways
to replace non-collaborative methods with
Salesforce (i.e. using Excel for tracking).
• Host “Office Hours”: a time when users can come
to you with current challenges.
Unfreeze Change Refreeze
23. Create a Vision for Salesforce in Your Company
How Do You Create a Salesforce Vision and Get Your Stakeholders on Board?
3. Deliver the Results
• Determine the results and outcomes you’ll measure prior
to the start of your effort.
Take an Orientation of Power and Influence
• No one knows Salesforce better than you in your company.
You’re the expert!
• How: Benchmark the attitudes and adoption prior to
launching your vision project. This will help you to
measure your delivery.
Deliver on a Behavioral Approach
• Can someone do their job outside of Salesforce? If so, the
vision isn’t yet complete; develop an end to end grand
vision.
Resources
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars, and more
Salesforce Index Score
bit.ly/SFIndex
24. Step 1: Consider Your Audience and
The Goals of Your Demo
When do we demo?
Training End Users, Executive Sponsorship, Project
Updates, Community Groups, Salesforce Sessions,
Job Interviews & more!
What are our demo goals?
Adoption & training, support, encourage innovation
(release features, proof of concepts
Steps to Deliver an Impactful Salesforce Demo
How To Rock Your Demo
Step 2: Build Your Demo
The Demo Formula:
Business Need + Feature + Impact = AWESOME!
Apply the Formula
Use this formula for every feature/tool/customization you
want to show. This will help your audience understand
why you are showing them a particular area, and why it
will be impactful to them
25. Step 3: Deliver an Awesome Demo
Pre-flight checklist: Clean up or hide any
distractions on your desktop & browser. Turn on Do
Not Disturb, close all unrelated apps, hide
bookmarks
Get Ready: Write out your click path, rehearse,
make sure you know where you will click and what
you will type
Take-off: Slooooow down, don’t overuse your
mouse, pause and let your audience review what
you are showing them
Helpful Demo Resources:
Trailhead: Reach Your Audience with Rad Content:
bit.ly/contenttrail
Podcast: Demos are the Ultimate Adoption Tool:
bit.ly/demopod18
Blog: 5 Tips to Rock Your Next Salesforce Demo:
Bit.ly/5tipsdemoblog
Steps to Deliver an Impactful Salesforce Demo
How To Rock Your Demo
26.
27.
28. Inspect Deals and Measure Pipeline Growth
Which deals have shrunk in value or been pushed out since last week?
Historical Tracking Reports Show Changes To Your Pipeline
Over the past few months, have we been building pipeline?
29. Other Use Cases
Time Period:
• Show changes for
current month and prior
3 months
Supported Objects:
• Opportunity
• Case
• Forecast
• Up to 3 Custom objects
Historical Tracking Reports Show How Your Business Has Changed Over Time
30.
31.
32. Keep Blazing Trails!
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars & more
Trailhead
sforce.co/summer19
Skill up for the future and start a life-long
learning journey
Join us for the The MOAR You Know
sforce.co/buildspiration
Get #Buildspiration with Summer '19 features
Trailblazer Community
sforce.co/AdminTrailblazerGroup
Join thousands of peers in the Admin Trailblazers
Chatter Group
Editor's Notes
Talk Track:
Welcome to the Fort Collins TrailheaDX '19 Global Gathering for Admins!
My name is Betina as you all know, I own a consulting company called Cloud2b we work mainly with nonprofits, education organizations and CPG. Even tough I have been involved with the Salesforce environment for 7 years I’m working now in my admin certification that I hope to get done until October of this year. And I have to confess that this group here is helping me a lot to grow my knowledge in this area.
Today we’re going to share some of the key highlights and announcements from the event, which was held in San Francisco in late May.
Talk Track:
Today’s Global Gathering is one of over 170 events being held all around the world for Admins.
Thank you for taking the time to learn and connect with our local Salesforce community!
Talk Track:
Here is the agenda for today. First, we’re going to give you a quick overview of the event.
Second, we’ll share some highlights and announcements from the opening keynote, and the low code super session.
Last we’re going to give you a high level overview of 6 of the top breakout sessions for admins.
Talk Track:
- Let’s start with the event overview!
Talk Track:
The event was held in San Francisco’s Moscone West Centre on May 29 & 30 – the same place that Dreamforce is held.
The event kicked off with an opening keynote hosted by Parker Harris.
There were also 4 super sessions: 1/ Innovation 2/ Code 3/ Low Code 4/ MuleSoft
The Low Code Super session content was largely geared towards Admins, and provided insights as to how Admins can use the Salesforce platform to build amazing solutions.
In addition to the opening keynote and super sessions, there were also over 400 breakout, theatre and workshop sessions.
Following the conference part of the event, there was also a bootcamp.
Talk Track:
Like any Salesforce event, the Twitterverse was on fire! Lots of tweets about how Admins were learning and connecting to the community!
Check out these hashtags on Twitter to see some of the action!
#TDX19
#AwesomeAdmin
#CodeGoals
#Lightning
Talk Track:
- Let’s now talk about the opening keynote which kicked off TrailheaDX!
Talk Track:
The keynote was hosted by Parker Harris, the co-founder and CTO of Salesforce.
Other speakers included Sarah Franklin, Leah McGowen-Hare, Ryan Ellis and Zayne Turner.
Talk Track:
The overarching theme of the opening keynote was EMPOWERMENT – Trailblazers are empowered to deliver continuous innovation on the Salesforce platform.
Talk Track:
The big announcement at TrailheaDX was Salesforce Blockchain – the fast and easy way to build trusted partner networks. It’s a new way to build trust into any app easily and empower businesses and people to connect in new, trusted ways across any industry.
For Admins, this means we can build blockchain apps fast, with clicks – we can declaratively build apps, networks, and smart contracts that extend CRM to partners and are unique to our business.
We can automate blockchain data with the full power of Lightning and make blockchain data actionable with built-in support for Flows, Search, AI, and Bots.
Salesforce Blockchain will also allow us to engage partners easily by connecting apps to share data quickly and securely across your network with complete transparency and traceability.
For more information about Blockchain you can:
Check out the new Salesforce Blockchain module on Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-blockchain-basics?trailmix_creator_id=strailhead&trailmix_id=blockchain-trailmix and
Read the Intro to Blockchain for Admins blog post: https://admin.salesforce.com/introduction-to-salesforce-blockchain-for-admins
Talk Track:
The keynote addressed how Trailblazers are empowered to:
Learn New Skills
Build Modern Apps
Integrate Any App, Data or Device
Let’s now take a look at some of the key announcements and takeaways from each of these sections.
Talk Track:
Sarah Franklin, EVP, Dev Relations and GM, Trailhead, talked about how Trailblazers are empowered to learn new skills, and how Salesforce is committed to skilling up the workforce of the future.
Sarah also discussed how the Salesforce economy is creating millions of jobs and millions of Trailblazers, and how over 14M Trailhead badges have been earnt by Trailblazers all around the world.
Lots of other announcements were also made:
2 new Trailhead modules - 1. AI Ethical Use. 2. Indeed resume writing strategies
A new Marketing Cloud certification for Developers
Trailblazer Connect, a new program that aims to help you connect to job opportunities. We’ve included a link to a blog post to read more about the amazing career fair that took place at TrailheaDX, which offered resume services, personal pitch feedback, photo headshots and career coaching : https://www.salesforce.com/blog/2019/04/trailheadx-19-career-fair.html
And of course a fun new feature on Trailmoji was announced – myTrailmoji – which invites users to join a new adventure by creating and sharing versions of Salesforce characters that reflect their personal style, hobbies, and interests. Now you can customize Astro!
Talk Track:
- The RAD Women Trailblazer Story was also featured in this part of the keynote – it’s an inspiring story about a group of passionate Trailblazers that are using the Salesforce Platform to help close the equality gap that exists in technology.
- Radical Apex Developing (RAD) Women have been teaching women to code on the Salesforce platform since 2015, promoting diversity in tech. Through an ever-growing community of empowered Trailblazers, RAD Women fosters a pay-it-forward culture in which women learn, inspire and share their knowledge of Apex developing with others.
Mission: To support and elevate under represented voices in the Salesforce zecosystem
Talk Track:
Ryan Ellis spoke about how Trailblazers are empowered to build modern apps using the Salesforce platform.
Ryan spoke about how Lightning Web Components represents an exciting change for how Developers can build on Salesforce. What does this mean for admins? As Admins, it is important to be aware and educated on changes that impact roadmap planning across declarative and programmatic building. As the architects of Salesforce implementations, Admins need to understand all of the elements that contribute to a finished product (your Salesforce environment) even if you aren’t going to be building those particular elements.
Ryan made 2 key announcements in his section: Lightning Web Components Open Source and also Einstein Platform Services.
With Lightning Web Components Open Source, Developers can now use the same framework on and off the Lightning platform, learn by exploring the source code, and help drive the roadmap by contributing code.
With Einstein Platform Services, Ryan announced Einstein Predictions Service, Einstein Optical Character Recognition and Einstein Translation.
Talk Track:
- Susannah St.Germain’s Trailblazer story was featured in this part of the keynote – it’s an inspiring story about how Susannah, who started as a Salesforce Admin, is using the Salesforce Platform to create impact at her company, in her career and in the community.
- Susannah St-Germain creates time-savings apps for Boston Scientific enabling the company to focus on creating life-saving devices. A former musician, Susannah, used Trailhead, Salesforce's free self-directed teaching module, to propel her career, blazing a trail for herself while inspiring others with non-technical backgrounds.
Talk Track:
Zayne Turner spoke about how admins and developers are empowered to Integrate Any Data, App or Device.
She made the key product announcement of MuleSoft API Community Manager, a tool that empowers everyone to share integrations, and personalize experiences with clicks.
Talk Track:
- This part of the keynote also featured an inspiring story about a young engineer, Phil Connaughton, and his team at Asics, who together transformed the Asics digital commerce strategy using the Salesforce Platform.
- Phil and his team of developers created the e-commerce platform for ASICS Digital using MuleSoft and Salesforce technologies bringing the famed 70-year-old company into the digital future. Phil is dedicated to being on the bleeding edge of technical development while inspiring those around him to reach their potential.
Talk Track:
A reminder that you can also watch the keynote in it’s entirety on YouTube! https://www.youtube.com/watch?v=9I0A_Mj0gHA is the link.
Talk Track:
- Now we are going to give you a very quick overview of the 6 top Breakout sessions for admins at TrailheaDX.
Talk Track:
Shannon Gregg and Michael Gerholdt delivered an amazing presentation on how you can create a vision for Salesforce in your company. They answered the question: how do you create a Salesforce vision and get your stakeholders on board?
First, they spoke about how to build the vision. To do this you can use “change management theory”, a proactive process that individuals in the organization conceive in a vision, which they articulate and persuade others to work together to fulfill. This involves: unfreezing old behaviors, changing thought patterns, and refreezing new habits.
How:
Unfreeze: Interview execs, stakeholders on what they’d love to see Salesforce do for the company
Change: Deliver the “art of the possible” by demonstrating the capabilities of the Salesforce platform
Refreeze: demonstrate the new vision and orient stakeholders to it
Second, they spoke about how you can shape the environment – how you can model the new way, inspire the vision, challenge the process, enable others to act
How
Communicate the Vision: Use all of your methods to communicate the vision of how Salesforce can be your company’s central source of truth: email, text, Chatter, team meetings, town halls, leadership retreats
Teach the Vision: Join team meetings to find ways to replace non-collaborative methods with Salesforce (i.e. using Excel for tracking)
Host “Office Hours”: a time when users can come to you with current challenges
Talk Track:
- Third they spoke about how you deliver the results. How do you determine the results and outcomes you’ll measure prior to the start of your effort:
Take an Orientation of Power and Influence
No one knows Salesforce better than you in your company. You’re the expert!
How: Benchmark the attitudes and adoption prior to launching your vision project. This will help you to measure your delivery.
Deliver on a Behavioral Approach
Can someone do their job outside of Salesforce? If so, the vision isn’t yet complete; develop an end to end grand vision.
They also provided you with some amazing resources to help you create a vision for Salesforce, including admin.salesforce.com – where you can access blogs, podcasts, webinars and more.
They also suggested that you take the Salesforce Index Score, which measures the three key stages for successful adoption of Salesforce: Build the Vision, Shape the Environment, Deliver Results. This index also includes two personal measures that are important for Salesforce admins, developers, and product owners: Ability to Influence, Confidence. By answering a short series of questions over five days, you’ll learn your Salesforce Index Score so you know exactly where to focus your efforts.
Talk Track:
LeeAnne Rimel gave an awesome presentation about how to rock your demo and gave practical steps about how you, too, can deliver an impactful Salesforce demo.
She broke up the presentation into 3 bite sized sections:
1/ Consider Your Audience and The Goals of your Demo – she gave examples of when we might demo, for example, when we are training end users. And also, encouraged us to consider what our demo goals are.
2/ Build Your Demo – LeeAnne introduced us to a demo formula: Business Need + Feature + Impact = AWESOME! She encouraged us to use this formula for every feature/tool/customization we want to show.
Talk Track:
3/ Deliver an Awesome Demo - LeeAnne also offered practical tips about what to do before you give your demo – for example, turning on Do Not Disturb, and closing unrelated apps.
Here are a bunch of resources LeeAnne suggests to rock your Salesforce demo, please check them out:
Trailhead: Reach Your Audience with Rad Content: bit.ly/contenttrail
Podcast: Demos are the Ultimate Adoption Tool: bit.ly/demopod18
Blog: 5 Tips to Rock Your Next Salesforce Demo: Bit.ly/5tipsdemoblog
Talk Track:
Christopher Marzilli gave an amazing presentation about how you can declutter your org. He spoke about how you can:
1/ Assess your org’s technical debt – including, how you can leverage tools like Optimizer
2/ Define the corrective action – including how you can leverage Lightning as an opportunity to re-think and clean up
3/ Execute on your plan – including developing a comms plan to inform end users
Talk Track:
Christopher also provided these helpful org Cleanup resources, please check them out:
Trailhead: Salesforce Optimizer
Blog: Time to Clean up Those Unneeded Salesforce Customizations5-Step Process for decommissioning old and unused Salesforce Customizationshttps://sfdc.co/cleanup
Blog: Help! My Role Hierarchy is a MessDetailed process with multiple options for cleaning up Roleshttps://sfdc.co/rolemess
Talk Track:
Liz Skaates gave a presentation about how you can measure pipeline performance with historical tracking reports.
If your company has a direct sales team, they will most likely want to inspect each deal and review their pipeline. They will want to know if any deals are at risk – usually by looking at the deals that have shrunk in value, or where the close date has been pushed out. They also want to know if their pipeline is growing, to maximize their changes of hitting their annual quota. Historical tracking reports provide that information.
Talk Track:
Liz spoke about how Historical Tracking reports can also show how other areas of your business have changed over time, as well.
You can track how Support Cases have changed over the past few months, or Forecasts, and up to three custom objects.
Talk Track:
- Rebecca Saar, Kelly Walker and Melanie Head delivered an impactful presentation about how you, as an admin, can move to Lightning in 60 days!
- They put together a timeline that is aimed to help you achieve this goals, with 3 stages – Discover, Roll Out and Optimize:
Discover (T-60 Days)
Evaluate your org’s readiness for Lightning Experience with the Readiness Check
Create a plan for your rollout
Align with stakeholders
Roll Out (T-45 Days)
Pick champions and assign them Lightning Experience
Plan for change management
Implement Lightning Experience features & adjust existing customizations
Optimize (T-0 Days)
Go Live! And have a party!
Leverage in-app adoption drivers to keep users in Lightning Experience
Plan your next phase and repeat
Also, they created a Trailmix for you to help you learn as much as you can about Lightning and how to roll it out.
Talk Track:
- Melanie Head summarized her experience in moving to Lightning Experience, and what worked well at her company.
- She encouraged people to put together a rollout strategy in the discovery phase, including prioritizing communication and training.
- In the Rollout phase, she suggested that you hold “office hours” where people can drop by and ask any questions they want about Salesforce.
- In the Optimize phase, she suggested that you collect feedback through focus groups and on Chatter.
Talk Track:
- Here are some way that you can keep blazing trails to learn more:
Visit the Salesforce Admins Website where you can get access to blogs, podcasts, webinars and more: admin.salesforce.com
Visit Trailhead to skill up for the future and start a lifelong learning journey. Here’s the link to the Summer ‘19 badge: sforce.co/summer19
Join us for the The MOAR You Know at sforce.co/buildspiration to Get #Buildspiration with Summer '19 features.
Join thousands of peers in the Admin Trailblazers Chatter Group at sforce.co/AdminTrailblazerGroup
Talk Track:
Thank you all again for attending this Global Gathering for TrailheaDX. We hope that you have found it helpful and that you feel empowered to deliver innovation at your company using the Salesforce Platform.