- People in the Salesforce ecosystem: Barcelona (David Sánchez) - Financial Services Cloud: Accelerators (Julio Ángel Cruz) - Demo: Flow Builder (Alberto Grossenbacher) - Demo: Cien (Todd Gardner) - Summer ‘19: Release Preview (Roger Borges) - Debate: Best practices for Salesforce Admins (David Sánchez)

1.
#TrailblazerCommunity
#Administrators #Barcelona

2. David Sánchez Carmona
Leader, Barcelona Administrators Group
@animuscrm | Senior Manager at VASS

3. Welcome to the Trailblazer Community
Let’s Succeed Together
Meet Trailblazers Like You
Join Community Groups to meet peers who live in your city, work in similar roles and
industries, and share your interests.
Engage in a Global Network
Get help, find answers fast, and discuss topics you care about with Salesforce
customers and employees from around the world.
Learn from Each Other
Gain incredible insight from Salesforce MVPs and Community Group Leaders who
love to share expertise and help everyone in the community succeed.
Inspire the Next Generation
Share your community story, be a mentor, become a leader in the Trailblazer
Community, and bring Salesforce to the communities you love.
Get Started: Trailblazer.salesforce.com/about

4. Sponsors - Thanks for your support!!
@hi_cloudworks@GrupoVASS

5. ● 19:00 Welcome & Introductions
● 19:10 - 21:00
○ People in the Salesforce ecosystem: Barcelona (David Sánchez)
○ Financial Services Cloud: Accelerators (Julio Ángel Cruz)
○ Demo: Flow Builder (Alberto Grossenbacher)
○ Demo: Cien (Todd Gardner)
○ Summer ‘19: Release Preview (Roger Borges)
○ Debate: Best practices for Salesforce Admins (David Sánchez)
● 21:00 End
Let’s manage expectations :) Food & drinks are free
#TrailblazerCommunity
#Administrators #Barcelona

6. People in the Salesforce
ecosystem (Barcelona)

7. Quiz
kahoot.it
Download Kahoot to your mobile phone
or simply go to -
Play

8. Estimated No. of Certifications in Barcelona
https://docs.google.com/spreadsheets/d/11fKWvengMLUYNUQAnAEsfg4mLmF1Q4Vi8ageFsUitwE/edit#gid=216302285
Data Source: Artisan Hub Rank (Unofficial rank) - Your rank is calculated based on what certificates you hold and how long you have held them. Today Artisan Hub is
tracking the progress of 53,855 Salesforce Certified Professionals who have in total 169,702 current Salesforce Certificates and reside in 112 different countries.

9. Goal #1 is to onboard NEW people in the ecosystem
● Catalonia represents
25% of total figures for
Spain
● FY2019: 4,000+ people
in Spain are working as
Salesforce professionals
(clients, system
integrators, ISV, SFDC)
● FY2022: 12,000+ people
will be part of the
ecosystem in Spain

10. Julio Ángel Cruz Moya
Salesforce Manager for Financial Services & Insurance
VASS

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14. ✔
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18. Alberto Grossenbacher
Salesforce Consultant
S4G

19. Discovering Lightning Flow
● What is Lightning Flow?
● When to use Lightning Flow vs Process Builder?
● What is a Variable and how to create one using Lightning Flow Builder?
● DEMO
● Three Ways to Launch Flows from a record page
● Useful links & training material

20. What is Lightning Flow
Lightning Flow is a tool which allows you to automate
business processes by building applications known as
Flows.
Flow can be used to collect, create, update and delete
information in Salesforce.
Flows can also execute logic, interact with Salesforce
database, call Apex classes, and guide users through
screens for collecting and updating data. Once you design
and develop Flows to fulfill the business requirement(s),
grant access to Flows to your users.

21. When to use Lightning Flow vs Process Builder?
Lightning Process Builder Lightning Flow
Can’t be used to delete records. Can be used to delete records.
Not all objects are supported by Lightning Process Builder. Many objects are accessible using Lightning Flow. For example –
OpportunityContactRole, UserDevice, etc.
Can be triggered when a record is created or edited. Can be triggered when a record is created, edited or even deleted.
Can’t be triggered after a successful login. Can be triggered when a user successfully logs into Salesforce.
Not possible to save the newly created record ID (If it is created
using Record Create element).
Possible to store newly created record ID in a variable; so that, you can
reference in a flow later.
Good for the intermediate use case. Like this one. Much more powerful to implement complex logic. Like this one
Can’t be used to capture user input(s). Can be used to capture the user input(s) and later process it based on
your business use case.

22. What is a Variable and how to create one using
Lightning Flow Builder?
What is a Variable? – It is a container that stores information. If so then, what
role does a Variable play in Flow?
Different types of variables store different types of data. We call it – Data types. If
a variable stores text, it will need a Text Data Type; if it stores numbers, it will
need a Number Data Type. Therefore, before storing any data into a variable you
must define its type. Here is the list of Variable Types in Flow.

24. Three Ways to Launch Flows from a record page
You can start a flow on a page in 3 different ways:
● Lightning Flow component on a Lightning Record Page (new technology)
● Button Detail page (older technology)
● Action (new technology)
Each technology have a particular behaviour.
More info here!

25. Useful Links :)
You can find the best materials online on UnnofficialSF, which is a
loose collaboration of bloggers, mvp’s, and the occasional
Salesforce employee. The content is not official Salesforce
content, though, so use it at your own risk.

26. Esteve Graells
Salesforce Architect | MVP 2019
https://forcegraells.com
@forcegraells

27. Todd Gardner
Customer Success Manager
CIEN

28. Your CRM isn’t telling
you the full story.
Contacts Deal size
Opportunity owner
Pipeline values
Email Activities
Leads
Accounts
Meeting info
Date of entry
Estimated close date
Campaigns
Opportunity stage
Sales team
Call notes
Measurable
Sales
Productivity
Improvement
Unstructured CRM data

29. New Revenue Opportunities for Sales Cloud
Cien is a Salesforce ISV Partner Listed on the AppExchange
Understand who’s performing
and why
Guide and assist your sales
reps
Lift team mood and
performance

30. Value of marketing and
prospecting efforts
Work ethic and
team mood
Lead and oppty quality
Seasonal trends and
competitive pressures
Product knowledge
and closing ability
Sales enablement and
training needs
Pipeline health
Predicted bookings, new logos
and cross sells
Solve your productivity traps
and generate ROI
Predict Your
Pipeline
Make Team Improvements
Prioritize
Activities
Measure
Performance

31. Roger Borges
Leader, Barcelona Administrators Group
@SalesforceRoger | Sales Cloud Consultant at Schneider-Electric

33. See More Items In Navigation Bar Menus
From 3 to 5 items in Recent records,
Recent lists and Favorites sections
Enhanced readability

34. A new option to view records pages in Lightning Experience
Full View
Grouped view
● Original Lightning Experience view
● Focus on grouping information across tabs & columns
Full view
● Similar to Classic view
● Displays all details and related lists on same page
● Not available for orgs with a large number of fields
and related lists

35. Take the related lists to the next level
Enhanced Related Lists
From the related lists component in App Builder, select
Enhanced Related List in the display option.
Configure the number of record to be displayed and
visibility of Action bar.
● Show up to 10 Columns
● Configurable Number of Rows
● Smart column widths
● Resizable Columns
● Text Wrapping
● Record Selection for mass
actions

36. Notes
● Filters are not persistent and
are valid for the current
session only
● Filters cannot be shared
● Filters are not available for
few objects (Assets, File,
Attachments, Other related
people)
Find what you are looking for more easily
Filters On Related Lists

37. No more scrolling through Calendar to find events
Calendar: Filter and Search Events in List Views

38. Your Utility Items All All Right Aligned
To maximize usability and accessibility, utility items are now aligned on the right side of the utility bar.

39. Merge Cases into a Single Record (Beta)
Cases can now be merged (up to three) into one master record. When cases are merged, the master record is updated with the
chosen field values.

40. Applies to Account & Opportunity Record Home
Account & Opportunity Partners
Add Account / Opportunity PartnerPartners Related List on
the Record Home

41. Celebrate success with virtual confetti !
Path Celebration
Desktop Mobile

42. Celebrate reps success by configuring confetti within the Path component
Path Celebration - Setup
● Enable Celebrations for the Path
● Select the Picklist Values that will
trigger the celebration. Note: Lead
Convert stage is not supported.
● Set the frequency of the Celebration.
This will randomly trigger the
celebration for your end users. For
example an admin might select
“Always” for the New Business Path
and “Sometimes” for the Renewal
Business Path

43. Row Level Formulas (Beta)
Add row level
formula field
Support date/time and text
Sort on row level formula
Enable the row-level formulas beta feature from Setup

44. Formulas In Field Pane (Beta)
Create, Edit and Delete summary
formulas directly from fields pane
Row level formulas are in Beta and
can only be viewed in the fields pane

45. Create a Report from Your Community (Beta)
Available for Customer Community Plus
(CCP) and Partner Community (PC) license
Once feature switched ON, user
can see the ‘New Report’ button
when they go to the reports page.

46. Add Flexibility to Your Permission Set Group with Muted Permissions (Pilot)
Use a muting permission set with a permission set group to mute certain permissions. For instance, you have a subscriber org
using a managed package that contains a permission set group. To use the existing permission set group, the subscriber org can
disable specific permissions with a muting permission set. Or, perhaps you have a permission set group that contains several
permission sets managed by different departments. Use a muting permission set to disable specific permissions based on your
needs.

47. Available now!
7-June
14-June
Available now! 17-May
RELEASE
NOTES
SANDBOX
PREVIEW GO-LIVE
Key dates for Summer ‘19
June July
Webinars Exams

48. Debate:
“As a Salesforce Administrator,
what best practices should I follow?”

49. Ask Why x5 I overheard someone last week…
“How can we keep pace with 300+
new features every 4 months!?”
Ask Why x5

50. Cultural Principles to follow
as a Salesforce Administrator