Chicago Dreamforce '19 Global Gathering

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Slides: bit.ly/chidfgg1920
Chicago Dreamforce
Global Gathering

Dreamforce ‘19 Highlights
for Salesforce Admins
#AwesomeAdmin

Agenda
1. Admin Keynote Highlights
2. Admin Super Session Highlights
3. Top Admin Breakout Session Highlights

Social Highlights
#DF19
#AwesomeAdmin

Admin Keynote Speakers
Michael Gerholdt
Sr. Director,
Admin Evangelism
LeeAnne Rimel
Principal Admin
Evangelist
Josie Chiles
Vice President,
Admin Relations
Parker Harris
Co-founder & CTO

Admin Keynote: Theme
Transform Your Company,
Career, Community

Opening Video From Admin Keynote
Click here to play
the Opening
Keynote Video

Admin Super Session Highlights
Salesforce for New Admins:
Transform Your Company and Career
Michael Gerholdt
Sr. Director,
Admin Evangelism
Rebecca Saar
Director,
Admin Marketing

What is a group of components, customizations, and
applications that are made available to other
organizations through the AppExchange.
#AwesomeAdmin Trivia
A. App
C. Parcel
B. Package
D. Component

#AwesomeAdmin Trivia
What is a type of field that contains a linkable
value to another record?
A. Lookup Field
C. LookWhere
B. Currency
D. Lookinto Field

Top Breakout Session Highlights

Highlights From 9 Top Breakout Sessions for Admins
Advanced Reporting Tips & Tricks
for New Admins
Aaron Crear | @aaroncrear
Hat-Trick Consulting
Share Records Using Lightning Flow
Katharine Anderson
The Nature Conservancy
Managing and Optimizing a Small
Salesforce Admin Team
Nana Gregg | @nanahg3
JLL
The Value of Having a Dedicated Integration
User
Greg Poirier | @cloudkettle
Cloud Kettle
Build an Experience – Community Builder
Phil Weinmeister | @PhilWeinmeister
7Summits
Four Roles of an Awesome Admin
Heather Black
Economic Change
Automate Repetitive Tasks with
Salesforce Macros
David Palmquist | @DavidPalmquist
Vlocity
Accelerate Adoption Using Quick
Actions Everywhere
Jeremiah Dohn | @jmdohn
PayPal
That’s so Meta: Document Your
Development in Salesforce
Carissa Smith
MediaMath

Make Your Job Easier with
Powerful Features
Cross Filters
Quickly identify records with or without
related records
Power of One
Allow objects to count themselves, use in
other formulas
Custom Report Types
Used for more complex reports on related
objects
Advanced Reporting Tips &
Tricks for New Admins
Make Visualizing the Data Simpler
Buckets
Categorize a group of values
Custom Summary Formulas
Summarize numeric values
Joined Reports
Show blocks of different data
points & objects in one screen
Aaron Crear
@aaroncrear
acrear@hat-trickconsulting.com

Learn About New Report Features
Field-to-Field Filters
Filter reports based on comparisons to other
fields. E.g. Show Campaigns with actual cost >
budgeted cost
Unique Values
Quickly see how many unique objects are in
your report. E.g. Show how many Accounts are
in an Opportunity Pipeline
Row-Level Formulas
Reduces the need for formulas fields on objects
E.g. Days to Close = Close Date –
DATEVALUE(Created Date)
Helpful Resources
Watch Session Online
https://www.salesforce.com/video/7790761/
Trailhead
https://sforce.co/2pna6Sg
Blog
Reportforce.Blog
Advanced Reporting Tips &
Tricks for New Admins
Aaron Crear
@aaroncrear
acrear@hat-trickconsulting.com

Why You Need It:
The app allows you to use Quick Actions in:
•Related Lists
•Communities
•Lightning Pages
The app is compatible with Lightning, Classic
and Mobile.
It’s free, open-source and secure - designed
using Salesforce best practices and standards.
Accelerate Adoption Using the App
“Quick Actions Everywhere”
It’s Simple to Use:
Create buttons with defined url-parameters for easily
utilizing the following in buttons and related lists:
• Quick Actions
• Flows
• Lightning components
Don’t Believe the Power of the App? Watch This
Short Video Demo:
https://www.youtube.com/watch?v=Tpf4Nn2_jIs
Jeremiah Dohn
@jmdohn

How to Install the App
Go To https://github.com/jmdohn/Quick-
Actions-Everywhere
• Install via “Click to Deploy” button
(recommended), Workbench or SFDX
• Follow post-setup instructions closely
• Create your first quick action using
quick actions everywhere!
Helpful Resources
Laws of UX
https://lawsofux.com/
Salesforce Lightning Design System
https://lightningdesignsystem.com/
Jeremiah Dohn
@jmdohn
Accelerate Adoption Using the App
“Quick Actions Everywhere”

Step 1: Track your User Requests
Use the Case Object or a Custom Object
A Case represents the user request with its
ownership, status, details, and any other
information you want to capture
Group User Requests into Releases
A release is a simple custom object that represents
a deployment. Fields include: Deployment Date,
Status, Type (Bug Fix, Planned). Each case has a
lookup to a Release
Steps to build a Development tracking tool that truly rocks!
Step 2: Track your Development as You Go
Create the Component Custom Object
The Component Represents a piece of configuration in
your Org – a field, Validation Rule, etc. Through fields
on the object, capture the Component Label, API name,
Object, Type, etc
Create the Component Change Custom Object
This master-detail object to the Component has a lookup
to a Case and tracks each change you make on a
component. Key fields: Action (Create, Modify, etc.),
Sandbox, Development Status, Deployment Status
(Pending, Change Set)
Carissa Smith
Carissa.lucyk@gmail.com

Step 3: Release Your Changes with Peace
of Mind
Release Components Report
Create a report of Releases with Cases with Component
Changes, grouped by Deployment Status and then Type
(the types you choose in the Change Set picklist)
Use the Report to Build Your Change Set
As you add Components to the Change Set, mark
Component Changes as “Change Set” and keep track of
your count to validate
Amazing Benefits of this Approach
Document Why Everything Exists in Your Org
Look at a Component to see the original Case it was attached
to, any related Components, and how it has changed since
All Your Development is Trackable!
Pull a report of pending changes by sandbox to determine if you
can refresh, see if there’s development on one component in
multiple sandboxes, and more!
Resources
Watch Session online:
Package: https://sforce.co/2OwPjUO
Change Set Helpers: ORGanize for Salesforce, Boostr
Tools: Gridbuddy ($), Google Sheets Plugin, Config Workbook
Steps to build a Development tracking tool that truly rocks!
Carissa Smith
Carissa.lucyk@gmail.com

Keep Blazing Trails!
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars & more
Take the #DF19 Keynote Trailmix
sforce.co/ParkersTrailmix
Leverage the power of the Salesforce Customer 360 Platform to
drive impact at your company, in your career, and in your community
Trailblazer Community
sforce.co/AdminTrailblazerGroup
Join thousands of peers in the Admin Trailblazers Chatter Group
Watch the Full DF19 Admin Keynote
https://www.youtube.com/watch?v=PsWaWMpvMw0

Join us January 24, 2020 for
Release Readiness Live: Admin Preview
to Learn MOAR

Dreamforce 2019: Nonprofit
Global Gatherings
Anne Young, Senior Community Engagement
Manager
December 2019

Announcing Salesforce.org Impact Labs
Innovate with Us!

● Table (Object) Driven Trigger Management
○ Record within an object in Salesforce that managing automations related to triggers
○ Allow control over order in which triggers occur declaratively
■ Scale: Manage large numbers of Trigger Handlers
■ Order: Control order of logic
■ Flexible: Allo customers and partners to turn off functionality
■ Extensible: Allow integration of other Trigger Handlers
■ Performance: Optimized by reducing DML usage
● Sessions + Resources
○ One Trigger (Tool) to Rule Them All: Managing Triggers in Nonprofit & Ed Clouds
○ The ABCs Of Table Driven Trigger Management
○ Table-Driven Trigger Management (TDTM) Overview
All things TDTM!
Cassie’s Highlights

● Top Nonprofit Cloud Takeaways From Dreamforce 2019
● Dreamforce Salesforce.org Sessions by Industry
● Nonprofit Cloud Keynote
● Dreamforce 2019 Reflections: Highlights from Community MVPs
● Salesforce.Org Keynote: Innovating Together To Change Our World
● Announcing the New End-to-End Fundraising Suite of Products
● Announcing Program Management Innovations in Nonprofit Cloud
● Our Favorite New Products for Nonprofits from Dreamforce ’19
● Trail Mapping a CRM Strategy
● Managing Your Programs and Your Fundraising on the Same Platform
Keep Learning!

Come back in 10 for developer
content and our final raffle prizes!
Break

Salesforce Developers
Deliver Continuous Innovation with
the Customer 360 Platform
#LivingTheDream #TrailblazerCommunity
Dreamforce 2019 Global Gatherings

Customer Expectations are Rising

Build

New Salesforce Mobile App
Build mobile experiences powered by AI

Open Sourcing Lightning Base Components
Jump-start UI development
Build consistent enterprise-grade UIs
with reusable building blocks
Extend and contribute
Add, change, remove functionality and
contribute your changes
Learn by exploring
Explore source code and see how they
are built for speed and scale

Introducing Salesforce Evergreen
Leverage serverless architecture
Create event-driven apps using functions
and microservices patterns
Combine code and low-code
Write functions in Node.js, Java and Apex
and leverage them in low-code builders
Scale elastically
Build customer and employee apps with
elastic compute powered by Kubernetes
Build with functions and microservices

Connect

Introducing the Salesforce API Portal
Discover Salesforce APIs in one place
Learn with interactive documentation
Engage with the ecosystem
Connect everything with APIs

Create Smart Connected Experiences
Einstein Vision & Language
Build and integrate your custom
models with clicks
Einstein Multi-Language
Analyze written text, now in six
languages
Einstein OCR
Identify text in images, associated
entities and tables
Einstein Voice
Create your own voice skills and
deploy to any device
PILOT
PILOT
BETA

Connect Partners in a Trusted Way
Salesforce Blockchain

Manage

Build, run, and test Lightning Web Components locally
Introducing Local Development

Introducing Lightning Full Sandbox
Create in minutes Refresh on demand Quickly clone

Introducing Data Mask
Anonymize sensitive data in test environments
Test without exposing protected data
Meet compliance requirements
Increase productivity

Monitor unexpected behaviors as they happen
Introducing Real-Time Event Monitoring
Prevent data loss
Avoid activities like illegitimate queries,
reports, and data export
Configure policies
Create targeted transaction security
policies with clicks or code
React in real time
Define actions like blocking, notifying,
and two factor authentication

Appendix
Keep scrolling for even more goodies, we couldn’t cover
everything!

The Value of Having a
Dedicated Integration User
Security and Data Integrity
Considerations with Integrations:
Integrating external tools with Salesforce and
providing them access to your data always carries
some risk – so plan to minimize it
In many organizations, integration authentications
are done using the Salesforce System
Administrator’s own license, which gives
extremely broad access
Why and how to make the change today
No integration Should Ever Have Full
Admin Access in Salesforce:
Giving 3rd party integration full Admin access
means it can: reset or delete your users,
delete records, reset user’s passwords, be
able to log in as any user and more
A 3rd party application
should not be able to
these things
Greg Poirier
cloudkettle.com | @cloudkettle

Leverage a Dedicated Salesforce
Integration User to Ensure Your
Integrations Are Stable, Auditable, and
Secure:
A Salesforce Integration User is a dedicated (not
used by any human) full Salesforce license that has
a custom Profile, Permission Set and is used for
any 3rd party integrations
An Integration User is a more secure, auditable
way to move data into and out of your instance
without relying on an existing user’s license
Helpful Resources
Learn About Cyber Security on Trailhead
https://trailhead.salesforce.com/cybersecurity/
Why You Need A Dedicated Salesforce Integration
User
http://bit.ly/integration_user
How to Create a Dedicated Integration User in
Salesforce
http://bit.ly/integration_user_how
The Value of Having a
Dedicated Integration User
Why and how to make the change today
Greg Poirier
cloudkettle.com | @cloudkettle

Automate Repetitive Tasks
with Salesforce Macros
Why Use Macros?
Do Manual Things Simpler and Faster
Macros allow you to automate manual tasks and
make repetitive tasks faster
Remove the Possibility For Errors
Removes the human element. Provides the same
behavior every time
How to Create Macros
Launch the Macro Builder
Press M to launch the macro builder or if it is a
utility item click the action
Click Create a Macro Or + If There Are
Already Macros
Click edit instructions to launch the macro
builder. You can add logic or create a macro
that runs
David Palmquist
@DavidPalmquist

Add Logic to Macros
Macros Support And and OR Logic
You can chain multiple logic steps together to
evaluate multiple criteria at the same time. You
can also group the logic block to have one
macro perform multiple instructions
Macros Are Binary
Macros are either true or false. If the logic is
true then the instruction, e.g. Send Email or
Create a Task, will run. If its false the macro still
runs but the instruction wont.
Helpful Resources
Learn About Macros, Service Console, and Case Feed
https://trailhead.salesforce.com/en/content/learn/modules/
service-cloud-essentials-features/learn-about-macros-
service-console-and-case-feed
Create a Macro and Quick Text
https://trailhead.salesforce.com/en/content/learn/modules/
service-cloud-agent-productivity/create-a-macro-and-
quick-text
Considerations for Macros
https://help.salesforce.com/articleView?id=macros_consid
erations_lex.htm&type=0
Automate Repetitive Tasks
with Salesforce Macros
David Palmquist
@DavidPalmquist

What is Sharing via Lightning Flow?
Automatically Give User Access to a Record
Automated sharing of an individual record, with
an individual user, at the level you specify in the
flow
More Targeted Sharing Than Other Options
Doesn’t depend on values in the record’s fields
(like sharing rules)
Less Manual Sharing!
Record editor can share the record with any
user in the org, without all the clicks of manual
sharing
Share records dynamically with fewer clicks!
Is Lightning Flow Right For Your Use Case?
Record Access Based on Record Role?
You need to give access to a user based on their role
on that specific record (like Contract Router or Case
Secondary Support)
All Users With That Record Role Need the Same
Level of Access
If any user with this record role should not have edit
access to their record, set the standard access to
‘Read’ and extend from there
Katharine Anderson
linkedin.com/in/katharine-anderson/

Setup Lightning Flow
Create Invocable Flow
Use Flow to create an [Object]Share record
Create Process
Triggered by change to user lookup field on record.
Invokes the flow and sets the share record’s values
Activate and Test
Activate everything, test it, and deploy to
production
Share records dynamically with fewer clicks!
Helpful Resources
Create Manual Sharing Button in Lightning
https://sforce.co/2rGjQIf
Flow Based Record Sharing in Salesforce
https://bit.ly/2rzVShz
Use Lightning Flow to Auto-share Task With Task Creator
https://bit.ly/2rx3qSe
Lightning Flow Trailhead Module
https://sforce.co/2pcSYP3
Data Security Trailhead Module
https://sforce.co/2O23wcg
Katharine Anderson
linkedin.com/in/katharine-anderson/

Managing and Optimizing a
Small Salesforce Admin Team
Use Salesforce – the Tool You Love
Use Dashboards and Subscribed Reports to
monitor org health and data quality
Use Process Builder and Flow to automate
routine, tedious Admin tasks
Use Cases with Record Types to track
support, tasks and projects
Leveraging Salesforce for Admin Success
Track and Document Your Efforts
Track your automations with a simple subflow – estimate
hours saved and monitor usage
Create Custom Object(s) to track key Admin tasks, like
training delivered, system modifications, etc.
Use case data to identify trends,
problems, opportunities, etc.
Nana Gregg
@nanahg3

Celebrate Your Accomplishments and
Promote Your Value
Use the data gathered from automations,
cases, or other processes to demonstrate the
value you provide
This data can also be essential when
requesting additional headcount
Helpful Resources
Create a Process for Managing Support Cases
http://bit.ly/SupportCasesDF19
Quick Start: Process Builder
http://bit.ly/ProcessBuilderDF19
Business Process Automation
with Lightning Flow
http://bit.ly/FlowDF19
Nana Gregg
@nanahg3
Managing and Optimizing a
Small Salesforce Admin Team
Leveraging Salesforce for Admin Success

Community Builder Takes Your Building
Capabilities to a New Level (and it’s fun)
Community Builder Has Tons of “Starting Material”
51 standard components available on the home page
7 robust, multi-component themes for branding
9 community templates + 60+ Lightning bolts
It’s Much More Than a Page-level Editor
• Analytics
• Security
• Language
Build an Experience - Why
Every Platform App Builder
Will Love Community Builder
Mastering Community Builder Opens Up A
Whole New Salesforce Career Path
Deliver Solution-centered Experiences, Not Just “Apps”
Center of the Digital Experience Platform
Tightly integrated with Salesforce CMS
Demand For Experience-building Expertise Will Only
Increase
The desire for tailored experiences is growing
Community Builder controls the “glass” of multi-cloud solutions
for both internal and external users
• Navigation control
• Device management
• Global settings
Phil Weinmeister | 7Summits
@PhilWeinmeister

Some of the Most Exciting Mew Features
Are Available in Community Builder
Features You’ll Want to Get to Know…
Audiences & Personalization
Salesforce CMS
CMS Connect
You Can Start Building Today
Use Trailhead or a free dev org and create your own
community using Community Builder
It’s all about trying it out and learning as you go!
Helpful Resources
My Book (“Practical Guide to Salesforce Communities”)
bit.ly/sfcommguide
Community Cloud Consultant Certification Info:
bit.ly/commcert
Build an Experience - Why
Every Platform App Builder
Will Love Community Builder
Phil Weinmeister | 7Summits
@PhilWeinmeister

Step 1 – Manage Your Data Securely
Be Clear On Your Policies With Users
Agree to your security and data management
policies and manage them using reports and to
police their application
Make the Most of Security and Data Tools
Security Health Check
Mydomain
Find out how to manage and develop your Salesforce Org
Step 2 – Look After the Health of Your System
Undertake Your Health Checks
Critical updates
Optimizer reports
Health checks and new releases
Set Up a Support Desk
Use the Service Cloud and Console to manage requests
from users whether it’s fixes,
health checks or development work
Heather Black,
MD of Economic Change CIC
heather@economicchange.co.uk

Step 3 – Make the Most of Salesforce
Find Out What the Organization Needs
Use Salesforce solutions that meet the needs of all
teams and executives
Step 4 - Empower Your Users
Learn about the products, features, and value of
Salesforce
Train your team
Create Salesforce champions at your company
Find out how to manage and develop your Salesforce Org
Helpful Resources
Protect Your Salesforce Data
https://trailhead.salesforce.com/en/content/learn/trails/security
Blog Post Based on this Presentation
https://admin.salesforce.com/blog/2019/3-tips-to-succeed-in-
your-role-as-an-awesomeadmin
Innovate the Salesforce Way
https://trailhead.salesforce.com/en/content/learn/trails/innovatio
n_salesforce_way
Heather Black,
MD of Economic Change CIC
heather@economicchange.co.uk

How to Use This Presentation
This presentation is in alignment with the Opening Keynote for Dreamforce 2019.
Dreamforce Opening Keynote: https://www.salesforce.com/video/7488085/

Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating
and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-
based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by
such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s
results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events;
the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading
provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the
competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate
and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of
acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains
or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of
Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our
ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development
and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those
addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential
availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the
Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Forward-Looking Statements

Legacy Infrastructure
Fragile Integrations
Islands of Information
Data Inaccuracy
Compliance GDPR & CCPA
Skills Gap
Multiple Clouds
Revolutions Aren’t Easy

Salesforce Customer 360
Trusted . Smart . Flexible . Sustainable

World’s #1 trusted sales solution
Customer 360 Sales
Accelerate Sales Growth
High velocity sales automation
Collaborative partner management (PRM)
Integrated quoting & billing (CPQ)
Sell Smarter with Einstein
Insight-guided analytics
Built-in voice assistant
Predictive forecasting
Easy, Flexible Platform
Fully configurable with clicks, not code
Complete ecosystem
60M real-time dashboards & reports per day
Source: Salesforce Customer Success Survey conducted from 2017-2019.
Survey respondents were 3,384 Salesforce customers randomly selected.
25%
average increase
in revenue

Personalized Service at Scale
71M case interactions per day
Connected omni-channel digital engagement
Field service optimization
Service Smarter with Einstein
AI-powered agent recommendations
Integrated automation & bots
Proactive connected service (IoT)
Fully configurable with clicks, not code
Complete ecosystem
World’s #1 trusted service solution
Customer 360 Service
30%
higher customer
satisfaction

Personalized Engagement at Enterprise Scale
Unified email, mobile, social, & ads
Real-time, personalized interactions
Automated lead management
Market Smarter with Einstein
Intelligent customer insights & guidance
with Datorama
4.1B personalized emails sent per day
Connected Google Analytics
Complete ecosystem
Integrated sales, service, & commerce
World’s #1 trusted marketing solution
Customer 360 Marketing
30%
higher ROI

Connected Commerce Experiences
Omni-channel B2B & B2C commerce
Integrated marketing, sales, & service
Processing 4.2M orders per day
Sell Smarter with Einstein
Intelligent personalization
AI-powered merchandising & engagement
Declarative or headless storefront & apps
Robust tools & APIs
Extensive developer & partner ecosystem
World’s #1 trusted commerce solution
Customer 360 Commerce
Source: Salesforce Customer Success Survey conducted from 2017-2019. Survey
respondents were 3,384 Salesforce customers randomly selected.
23%
increase in gross
merchandise volume

Industry-leading Trust, Security, and Availability
Built-in compliance
Integrated platform services
Automatic upgrades
Build Smarter Apps with Einstein
10B Einstein predictions per day
Point-and-click intelligent workflows
Responsive design for mobile & desktop
Elastic scale
Low-code to pro-code flexibility
Sustainable net-zero cloud by 2022
Mobile-first development
World’s #1 trusted app dev platform
Customer 360 Apps
Source: IDC white paper sponsored by Salesforce, Business Value of Building Apps
on the Salesforce Lightning Platform, September 2018.
57%
faster app development

Einstein Analytics: Analytics Embedded in CRM
Actionable insights
AI-powered analytics
Enterprise-scale data platform
Datorama: Marketing Intelligence
Centralize your data
Get deeper insights more quickly from your data
Tableau: Enterprise-Wide Analytics
for All Your Data
An integrated platform with powerful analytics
Flexibility to connect to all kinds of data on
prem or in the cloud
Provides strong security and governance model
World’s #1 trusted analytics solution
Customer 360 Analytics

MuleSoft: World’s #1 trusted integration platform
Customer 360 Integration
70%
increased
productivity
Unlock and Unify Data Across the Enterprise
Automated security
Intelligent data transformation
Create Smarter Connected Experiences
API & integration marketplace
Pre-built connectors, templates, and accelerators
Easy, Flexible API Platform
Connectivity for on-premise & cloud
Full lifecycle API management
Complete API marketplace
2B integration transactions per day
MuleSoft Accelerators for Customer 360

Quip: The world’s leading productivity platform
Customer 360 Employee Experience
Source: Customer Relationship Survey conducted.
September 2016 among 683 customers.
37%
faster projects
Ignite Teamwork
Docs, spreadsheets, slides, and built-in chat
Collaborative workspaces embedded in CRM
Multi-org connectivity
Automate Business Processes
Standardize best practices
Customizable sales & service productivity templates
Trigger-based document creation
Empower with Live Data
View/Update live Salesforce data
Log calls and tasks
Secure and Connected Platform
Quip Shield

Learn In-Demand Skills
Business, tech, and soft skills
On-demand and in-classroom
Earn Valuable Credentials
and College Credit
Skill-based badges and role-based credentials
Course credit at SNHU
Connect to Opportunity
Mentorship to employment
AWS Learning
Empowering everyone to learn for free
Skill Up with Trailhead
Source: Average Percentage Improvements Reported by Salesforce
Customers: Salesforce Customer Success
1 out of 4
learners get
a new job

Accelerate Transformation
Quickly turn-on pre-configured industry-relevant
innovation to speed up time-to-value
Unify The Experience
AI-powered insights & guidance drive contextual
interactions across lines of business to unify the
employee and customer experience
Trusted Platform for Industry
Industry Clouds extend the Salesforce Customer 360
Platform with industry-relevant data models, APIs, and
workflow
The world’s #1 CRM for industry transformation
Customer 360 Industries
Financial Services Cloud
Health Cloud
Government Cloud
Philanthropy Cloud
Consumer Goods Cloud
Manufacturing Cloud
Education Cloud
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Solutions to help extend Salesforce
5,000 ready-to-install apps
Third party applications
Low code building blocks, data enrichment
Intelligent recommendations
Guidance for getting started
Salesforce paths to assist in your learning journey
Personalized recommendations
Certified enterprise
Consultants bring deep expertise to drive business
transformations
Proven industry and Salesforce knowledge
AppExchange: The world’s leading
enterprise cloud marketplace
Customer 360 Partners
88%
of salesforce
customers have
installed a solution

Always on Resources
Trailhead
24/7 support
Adoption Services
Accelerators
Adoption tools
Proactive Engagement
Advisory Services
Implementation Architect
Customer-Centric Design
Innovation & Transformation
Your Customer 360 Digital Success Partner
Customer 360 Success

Connect customer data
into single global ID
Single Source of Truth
(SSOT)
Authenticate customer logins
Govern privacy and consent
Case
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Orders
Website data
External data
Activitie
s
Campaigns
Personalize experiences

Chicago Dreamforce '19 Global Gathering

Chicago Dreamforce '19 Global Gathering

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