SlideShare a Scribd company logo
Chicago Nonprofit
Community Group
October 24th, 2019
bit.ly/CHInp102419
Food & Drink on counter
& tables in kitchen.
See Cassie for raffle
ticket
Agenda
● Introductions
● Upcoming events + resources
● Winter ‘20 Overview
● What is Salesforce Labs?
● QUIZ!
● 10 min break
● 5 Labs for you
● GAME!
● Wrap-up + Raffle
Any first time attendees?
1. Name, Organization
2. One thing your looking forward to in the next
month
Introductions
Upcoming Events/Webinars
Event Date Notes/Links
Chicago Salesforce Saturday
11/9 & 12/7 (City)
10/26 & 11/16
(Suburbs)
Find Chicago Salesforce Saturday in the Trailblazer Community
Chicago NP User Group 11/15 New Time!
8:30am-10:30am
https://trailblazercommunitygroups.com/events/details/salesforce-chicag
o-il-nonprofit-group-presents-get-to-know-salesforce-pro-bono/#/
NPSP Day Chicago 11/5 https://www.npspday.org/events/chicago
Get Started with Program
Management: #5 Reports and
Dashboards
10/28 https://register.gotowebinar.com/#rt/41300256720973315
Learn to Leverage the Power of
SOQL
10/30 https://admin.salesforce.com/event/admins-leverage-soql
Essential Habits for New Admins 11/1 https://admin.salesforce.com/event/essential-habits-new-admins
Amplify Partners & Accomplices
Town Hall
11/2, 12/6 http://bit.ly/2oZTNuw
Hub Community Office Hours Twice Monthly 1st & 4th Friday, 11:00am CT
Automation Hour 2nd & 4th Friday https://automationhour.com/
● Salesforce.org YouTube Playlist
● Nonprofit Cloud Academy
● NPSP Learning on Trailhead
● Healthy Org Workbook
● Announcing Program Management Innovations in Nonprofit Cloud
Resources
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or
if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies
or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate
of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with
completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability
to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our
limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and
in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available
on the SEC Filings section of the Investor Information section of our Website.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and
may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are
currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Reports & Dashboards Highlights
Key feature enhancements include:
• RTL (Right to Left) Support
• Text Wrapping on Report Run Page
• Report & Dashboard Lists (Created by Me,
All Reports, etc) on Lightning and on Mobile
App
• Row Level Formulas (1 Row Level Formula
field per report, Summarize, Group, Filter or
use row level formula in custom summary
formula)
Read MOAR about Reports &
Dashboards
Calculate and filter within a report
Reports & Dashboard Beta Features
Unique Row Count
Calculate unique number of field values per
column
• Up to 3 unique row counts per report
• Almost all Field Types supported except
for Text Area, Encrypted fields, or Blob
• All report formats supported (Tabular,
Summary, Matrix, or Joined)
Field to Field Filtering
Filter Reports by comparing one report field
with another report field
• Up to 4 field to field filters per report
• Field Types supported: Number
(including percent, currency) and
Date/DateTime
• Edit field to field filter in Lightning Report
Builder or Report Run Page
The New Salesforce Mobile App
Switch to the mobile way of work
Next Generation Experience
Work fast with an app that knows who you are
and what you need, powered by Lightning
Voice-Enabled
Tap less, talk more using Einstein Voice (Beta)
Intelligent
Drive smart decisions with Einstein Analytics
Dashboards
Faster App Dev
Customize and build mobile apps faster with low
code
Lightning App Builder for Mobile
Use Quick Start to get set up
Customize using App Builder:
• Give your users Custom Record
Pages on their phones
• Show or hide Record Page
components by device
• Make your Lightning Apps
accessible on phone, desktop, or
both
Read MOAR about Lightning
Experience on Mobile!
Ideas Delivered
Read MOAR about the 5
Ideas Delivered
List Views & Topics
View related records on a topic
detail page
Filter object list views by topic
Printable list views
Access Recycle Bin in Lightning
with a sortable list view
Ideas Delivered
Read moar about List
Views and Topics
Lightning Record Pages For Specific Record Types
Ideas Delivered
Assign a Lightning Record Page
to a specific Record Type on an
object, just like page layouts.
Now you can make Lightning
Record Pages even more
useful.
Start thinking about creating
different Lightning Record
Pages for your objects!
Where Is This Field Used?
Check a field’s references and
find reports using it.
With the click of a button, view
the references to a custom field
before you edit it, such as
references in a formula, layout, or
Apex class.
Ideas Delivered
Learn About Salesforce Labs
They’re free. They’re customizable. They’re Salesforce Labs
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we
make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber
growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new
products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays
in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the
immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth,
new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form
10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important
disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement
#SalesforceLabsDay
Overview of Salesforce Labs
How Labs benefits YOU
Q & A
What we’re talking about today
#SalesforceLabsDay
Ready-to-install solutions
Find apps, components, Bolt solutions, Lightning data,
and flow solutions
Intelligent recommendations
Discover solutions to solve business challenges on
the “Recommended For You” page
Certified expertise
Find consultants for expertise that fits
your business needs
Guided learning paths
Get started and learn best practices with integrated
content and trails on Trailhead
Extend Salesforce into every industry and department
AppExchange: Leading Enterprise Cloud Marketplace
Launched
2006
#SalesforceLabsDay
Explore 4,000+ Ready-to-Install Solutions
Apps Components Bolt Solutions Lightning Data Flow Solutions
Ready-to-install
ecosystem of third-party
applications
Building blocks to create
apps and custom pages
with clicks, not code
Pre-built templates for
industry solutions and
Communities
Pre-integrated, scalable
data solutions with
real-time enrichment
Connect with and
perform actions on
third-party systems
NEW
Get started with over
250+ Salesforce Labs
What is the Salesforce Labs Program
Salesforce Labs is a program that lets Salesforce employees
share solutions they've created with our customer community.
These solutions range from simple utilities to entire solutions.
Salesforce Labs solutions are free to use, but are not official
Salesforce products.
#SalesforceLabsDay
Our Core Values
Solve Problems Learn More Be Inspired
#SalesforceLabsDay
Get Started with Solutions by Salesforce Labs
Solve common business challenges
Sales, Service, Marketing, IT & Admin,
Collaboration, and Finance
Customizable to meet your needs
Open source solutions, Lightning ready
Explore what’s new from Salesforce
Labs for LWCs, Einstein, Flows, and more
Free apps and components built by Salesforce employees
40+ new Labs Apps
created in the last year
#SalesforceLabsDay
Connect with Salesforce Labs
Events
World Tours, Dreamforce, &
Community Meetups
Social
twitter.com/salesforce_labs
Exchange Magazine &
Guides
bit.ly/appguides
#SalesforceLabsDay
Security Review and Trust
Test the app’s defenses against common
vulnerabilities
Enforce industry best practices for security
Promote trust on AppExchange
Protect our mutual customers & their data
Labs are Trusted on AppExchange
#SalesforceLabsDay
Salesforce Labs Source Code at your Fingertips
Access source code via Github
Free to use and modify
Approved by Product Security team
Open sourced under BSD license
Salesforce DX Integration
Labs GitHub Repository
github.com/salesforcelabs
Labs helping customers with Lightning Adoption
Salesforce Adoption Dashboards
Provides visibility to relevant user login history & key feature adoption!
Visualize relevant user data
Understand adoption of key features
Adoption of critical sales and
marketing productivity enhancers
Lead and Opportunity Management Dashboards
Get visibility around Lead flow and Opportunity Management
Track open and closed opportunities
Maintain year over year closing trends
Understand and manage your inbound
lead flow
#SalesforceLabsDay
Three Ways To Get Started Today
1 2 3
Install Labs Solutions
https://sfdc.co/Wr1Zt
Visit Our GitHub
github.com/salesforcelabs
Connect on Social
@salesforce_labs
#SalesforceLabsDay
Activity: Learn About Salesforce Labs
#SalesforceLabs Day
Q1. What year did AppExchange
Launch?
Q2. Who originally owned the
trademark for the “App Store”?
Q3. Name the different solution
categories available on
AppExchange.
1 point per category
Q4. How many Salesforce Labs are
available on AppExchange?
Q5. Who can create a Salesforce
Labs solution?
Q6. Name the core values of the
Salesforce Labs Program.
1 point per value
Q7. What year was the first Salesforce
Labs solution released to AppExchange?
Q8. Do all Salesforce Labs go
through a security review?
Q9. List the ways you can connect
with others about Salesforce Labs
solutions.
1 point per item
Q10. Where can you find the source
code for certain Salesforce Labs
solutions?
Tally those scores!
Take a break, grab a snack, refuel
5 New Solutions
Salesforce Labs: 5 Quality Solutions to Explore
Profile and Permission Set Helper
Simplify Profile and Permission Set management
Keep Data in your org Secure
Convert Profiles to Permission Set
Analyze Permissions
Manage Permissions in your Org
#SalesforceLabsDay
Lead Capture for Marketing Cloud
Automate leads from Facebook directly into Marketing Cloud
Find your best prospects
Automate the flow of your lead pipeline
Leads automatically appear in real time
#SalesforceLabsDay
Gantt-Chart For Resource Allocations
Built with Lightning Web Components
Manage Resources
Manage Projects
Overview of Resources and Projects
Intuitive UI
#SalesforceLabsDay
Einstein Discovery Writeback
Get real-time predictions with your transactional data
Display Recommendations
Manage Goals and Models
Create models for your goals
#SalesforceLabsDay
Address Picker Autocomplete for Flow
Get address autocompletion available in your flows!
Simple to set up address
autocomplete
Grab full address strings
Customisable to you needs
Detailed setup guide
#SalesforceLabsDay
CMTD Enhanced Related List
Configure, sorts and filters related lists and feel to support your business needs
CMTD Enhanced Related List
Customize Related Lists
Display Selected Fields
Filter Data
Sort Related List
#SalesforceLabsDay
Explore 250+ Trusted and Ready-to-Install Solutions
Apps
Ready-to-install
ecosystem of third-party
applications
Components
Building blocks to create
apps and custom pages
with clicks, not code
Bolt Solutions
Pre-built templates for
industry solutions and
Communities
Lightning Data
Pre-integrated, scalable
data solutions with
real-time enrichment
Flow Solutions
Connect with and
perform actions on
third-party systems
#SalesforceLabsDay
Three Ways To Get Started Today
1 2 3
Install Labs Solutions
https://sfdc.co/7tRrD
Visit Our GitHub
github.com/salesforcelabs
Connect on Social
@salesforce_labs
#SalesforceLabsDay
What Salesforce Labs have
you used?
How many Labs can you name?
In teams, you will have 3 min to name as many Salesforce
Labs as you can can may use any resources. For 5 bonus
points, you will be asked to describe one of your answers.
The team with the most correct answers gets
extra raffle tickets!
New Trailhead Module: AppExchange Solutions
Find solutions for your business and learn how to install them in your org
NEW
1. Go to bit.ly/appexchangetrail
2. Complete the entire module
3. Earn a shiny new badge!
Feedback
● Google Form: bit.ly/2oRGj46
We would love to hear feedback from you and your group member on the #SalesforceLabsDay
Event in a box content. We want to make sure we share content and activities that the community
connects with and by sharing feedback your group can helps us improve future content.
Survey
Appendix
Additional content slides not covered at meeting
Demo Jam Video
Introducing Flow Templates
#SalesforceLabsDay
Basic Mountain Footer
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
First level text is set at twenty point Salesforce Sans and does not have a bullet
• Second level is eighteen point Salesforce Sans
Subtitle placeholder
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we
make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber
growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new
products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays
in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the
immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth,
new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form
10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important
disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement
Introducing Flow Templates
Jumpstart automation development
Eliminate blank canvas anxiety and start with a
base to accelerate development
Access industry best practices
Learn from industry subject matter experts and
explore how the templates are built
Tailor to specific business needs
Customize pre-built processes to match the
exact business use case
Accelerate automation with pre-built business processes
Partner & Employee built
templates on AppExchange
#SalesforceLabsDay
Leverage Pre-Built Automation from AppExchange
Get a quick start and access industry best practices
Flow actions
Standalone elements
Flow templates
Configurable business
processes
7Summits
GetFeedback
Vlocity
Taskray
Vidyard
Accenture
Flow Solutions:
#SalesforceLabsDay
Quick Community User Provisioning
Enable quick and easy community user provisioning from contacts
“Exactly what I needed
This solution solved many of our
internal issues when provisioning
for communities, a streamlined
process to make provisioning
simple and stress free”
Listing
#SalesforceLabsDay
Profile Photo Motivator
Users will want to upload their profile photos
Listing
Multiple flow templates to encourage
everyone to have a profile photo
• Automatically remind users without a
photo to create one
• Automatically change all unset photos to a
randomly assigned photo
• Maintain your org by reminding and
auto-setting photos for new users
#SalesforceLabsDay
Adding Multiple Related Records
Search and select multiple records
ListingA sample flow template, all clicks no code, to
add multiple records to an object
• Explore using error handling, loops, get records,
create records, decisions, assignments,
screens, and more!
#SalesforceLabsDay
Quick Close Opps
Lost a deal? Close all related opportunities with one click
Listing
Streamline workflow for your users saving
clicks and increasing productivity
• Loop through a collection of records and
make a bulk change
• Add the Quick Action button to your
Account page layout and you are all set!
#SalesforceLabsDay
Lightning Universal Tagging
Tag anything anywhere
ListingAdd custom tags to any standard or custom
object with a detail page.
• One-size fits all custom lookup that works across
different objects
• Include Process and headless flow
#SalesforceLabsDay
Winter ‘20 Highlights
Opportunity Contact Role (OCR) Customization
Ideas Delivered
Customize Opportunity Contact
Roles like you would any other
object. Use them in Process
Builder and flows, and even
triggers too.
For example, nonprofits can use
the Opportunity Contact Role to
identify if someone is a donor.
Calendar in Lightning Experience
Calendar is getting better and better!
Key feature enhancements include:
• Availability view allows you to see
your coworker’s availability when
scheduling meetings
• See the calendar view you used
most recently without selecting a view
from the dropdown
• Dig into event details faster without
clicking into an event
Read the blog for moar details!
Lookup Fields in Flow Builder
Instead of having to create a
variable, then assign that element
to the variable... now you just
need to look it up.
It’s just one step to lookup!
Ideas Delivered
Lookup Fields in Flow Builder
Instead of having to create a
variable, then assign that element
to the variable... now you just
need to look it up.
It’s just one step to lookup!
Ideas Delivered
Chicago Nonprofit 10 24 Salesforce Labs + Winter '20

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Chicago Nonprofit 10 24 Salesforce Labs + Winter '20

  • 1. Chicago Nonprofit Community Group October 24th, 2019 bit.ly/CHInp102419 Food & Drink on counter & tables in kitchen. See Cassie for raffle ticket
  • 2. Agenda ● Introductions ● Upcoming events + resources ● Winter ‘20 Overview ● What is Salesforce Labs? ● QUIZ! ● 10 min break ● 5 Labs for you ● GAME! ● Wrap-up + Raffle
  • 3. Any first time attendees? 1. Name, Organization 2. One thing your looking forward to in the next month Introductions
  • 4. Upcoming Events/Webinars Event Date Notes/Links Chicago Salesforce Saturday 11/9 & 12/7 (City) 10/26 & 11/16 (Suburbs) Find Chicago Salesforce Saturday in the Trailblazer Community Chicago NP User Group 11/15 New Time! 8:30am-10:30am https://trailblazercommunitygroups.com/events/details/salesforce-chicag o-il-nonprofit-group-presents-get-to-know-salesforce-pro-bono/#/ NPSP Day Chicago 11/5 https://www.npspday.org/events/chicago Get Started with Program Management: #5 Reports and Dashboards 10/28 https://register.gotowebinar.com/#rt/41300256720973315 Learn to Leverage the Power of SOQL 10/30 https://admin.salesforce.com/event/admins-leverage-soql Essential Habits for New Admins 11/1 https://admin.salesforce.com/event/essential-habits-new-admins Amplify Partners & Accomplices Town Hall 11/2, 12/6 http://bit.ly/2oZTNuw Hub Community Office Hours Twice Monthly 1st & 4th Friday, 11:00am CT Automation Hour 2nd & 4th Friday https://automationhour.com/
  • 5. ● Salesforce.org YouTube Playlist ● Nonprofit Cloud Academy ● NPSP Learning on Trailhead ● Healthy Org Workbook ● Announcing Program Management Innovations in Nonprofit Cloud Resources
  • 6.
  • 7. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Website. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 8. Reports & Dashboards Highlights Key feature enhancements include: • RTL (Right to Left) Support • Text Wrapping on Report Run Page • Report & Dashboard Lists (Created by Me, All Reports, etc) on Lightning and on Mobile App • Row Level Formulas (1 Row Level Formula field per report, Summarize, Group, Filter or use row level formula in custom summary formula) Read MOAR about Reports & Dashboards Calculate and filter within a report
  • 9. Reports & Dashboard Beta Features Unique Row Count Calculate unique number of field values per column • Up to 3 unique row counts per report • Almost all Field Types supported except for Text Area, Encrypted fields, or Blob • All report formats supported (Tabular, Summary, Matrix, or Joined) Field to Field Filtering Filter Reports by comparing one report field with another report field • Up to 4 field to field filters per report • Field Types supported: Number (including percent, currency) and Date/DateTime • Edit field to field filter in Lightning Report Builder or Report Run Page
  • 10. The New Salesforce Mobile App Switch to the mobile way of work Next Generation Experience Work fast with an app that knows who you are and what you need, powered by Lightning Voice-Enabled Tap less, talk more using Einstein Voice (Beta) Intelligent Drive smart decisions with Einstein Analytics Dashboards Faster App Dev Customize and build mobile apps faster with low code
  • 11. Lightning App Builder for Mobile Use Quick Start to get set up Customize using App Builder: • Give your users Custom Record Pages on their phones • Show or hide Record Page components by device • Make your Lightning Apps accessible on phone, desktop, or both Read MOAR about Lightning Experience on Mobile!
  • 12. Ideas Delivered Read MOAR about the 5 Ideas Delivered
  • 13. List Views & Topics View related records on a topic detail page Filter object list views by topic Printable list views Access Recycle Bin in Lightning with a sortable list view Ideas Delivered Read moar about List Views and Topics
  • 14. Lightning Record Pages For Specific Record Types Ideas Delivered Assign a Lightning Record Page to a specific Record Type on an object, just like page layouts. Now you can make Lightning Record Pages even more useful. Start thinking about creating different Lightning Record Pages for your objects!
  • 15. Where Is This Field Used? Check a field’s references and find reports using it. With the click of a button, view the references to a custom field before you edit it, such as references in a formula, layout, or Apex class. Ideas Delivered
  • 16.
  • 17. Learn About Salesforce Labs They’re free. They’re customizable. They’re Salesforce Labs
  • 18.
  • 19. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995 Forward-Looking Statement #SalesforceLabsDay
  • 20. Overview of Salesforce Labs How Labs benefits YOU Q & A What we’re talking about today #SalesforceLabsDay
  • 21. Ready-to-install solutions Find apps, components, Bolt solutions, Lightning data, and flow solutions Intelligent recommendations Discover solutions to solve business challenges on the “Recommended For You” page Certified expertise Find consultants for expertise that fits your business needs Guided learning paths Get started and learn best practices with integrated content and trails on Trailhead Extend Salesforce into every industry and department AppExchange: Leading Enterprise Cloud Marketplace Launched 2006 #SalesforceLabsDay
  • 22. Explore 4,000+ Ready-to-Install Solutions Apps Components Bolt Solutions Lightning Data Flow Solutions Ready-to-install ecosystem of third-party applications Building blocks to create apps and custom pages with clicks, not code Pre-built templates for industry solutions and Communities Pre-integrated, scalable data solutions with real-time enrichment Connect with and perform actions on third-party systems NEW Get started with over 250+ Salesforce Labs
  • 23. What is the Salesforce Labs Program Salesforce Labs is a program that lets Salesforce employees share solutions they've created with our customer community. These solutions range from simple utilities to entire solutions. Salesforce Labs solutions are free to use, but are not official Salesforce products. #SalesforceLabsDay
  • 24. Our Core Values Solve Problems Learn More Be Inspired #SalesforceLabsDay
  • 25. Get Started with Solutions by Salesforce Labs Solve common business challenges Sales, Service, Marketing, IT & Admin, Collaboration, and Finance Customizable to meet your needs Open source solutions, Lightning ready Explore what’s new from Salesforce Labs for LWCs, Einstein, Flows, and more Free apps and components built by Salesforce employees 40+ new Labs Apps created in the last year #SalesforceLabsDay
  • 26. Connect with Salesforce Labs Events World Tours, Dreamforce, & Community Meetups Social twitter.com/salesforce_labs Exchange Magazine & Guides bit.ly/appguides #SalesforceLabsDay
  • 27. Security Review and Trust Test the app’s defenses against common vulnerabilities Enforce industry best practices for security Promote trust on AppExchange Protect our mutual customers & their data Labs are Trusted on AppExchange #SalesforceLabsDay
  • 28. Salesforce Labs Source Code at your Fingertips Access source code via Github Free to use and modify Approved by Product Security team Open sourced under BSD license Salesforce DX Integration Labs GitHub Repository github.com/salesforcelabs
  • 29. Labs helping customers with Lightning Adoption
  • 30. Salesforce Adoption Dashboards Provides visibility to relevant user login history & key feature adoption! Visualize relevant user data Understand adoption of key features Adoption of critical sales and marketing productivity enhancers
  • 31. Lead and Opportunity Management Dashboards Get visibility around Lead flow and Opportunity Management Track open and closed opportunities Maintain year over year closing trends Understand and manage your inbound lead flow #SalesforceLabsDay
  • 32. Three Ways To Get Started Today 1 2 3 Install Labs Solutions https://sfdc.co/Wr1Zt Visit Our GitHub github.com/salesforcelabs Connect on Social @salesforce_labs #SalesforceLabsDay
  • 33. Activity: Learn About Salesforce Labs #SalesforceLabs Day
  • 34. Q1. What year did AppExchange Launch?
  • 35. Q2. Who originally owned the trademark for the “App Store”?
  • 36. Q3. Name the different solution categories available on AppExchange. 1 point per category
  • 37. Q4. How many Salesforce Labs are available on AppExchange?
  • 38. Q5. Who can create a Salesforce Labs solution?
  • 39. Q6. Name the core values of the Salesforce Labs Program. 1 point per value
  • 40. Q7. What year was the first Salesforce Labs solution released to AppExchange?
  • 41. Q8. Do all Salesforce Labs go through a security review?
  • 42. Q9. List the ways you can connect with others about Salesforce Labs solutions. 1 point per item
  • 43. Q10. Where can you find the source code for certain Salesforce Labs solutions?
  • 45. Take a break, grab a snack, refuel
  • 47. Salesforce Labs: 5 Quality Solutions to Explore
  • 48. Profile and Permission Set Helper Simplify Profile and Permission Set management Keep Data in your org Secure Convert Profiles to Permission Set Analyze Permissions Manage Permissions in your Org #SalesforceLabsDay
  • 49. Lead Capture for Marketing Cloud Automate leads from Facebook directly into Marketing Cloud Find your best prospects Automate the flow of your lead pipeline Leads automatically appear in real time #SalesforceLabsDay
  • 50. Gantt-Chart For Resource Allocations Built with Lightning Web Components Manage Resources Manage Projects Overview of Resources and Projects Intuitive UI #SalesforceLabsDay
  • 51. Einstein Discovery Writeback Get real-time predictions with your transactional data Display Recommendations Manage Goals and Models Create models for your goals #SalesforceLabsDay
  • 52. Address Picker Autocomplete for Flow Get address autocompletion available in your flows! Simple to set up address autocomplete Grab full address strings Customisable to you needs Detailed setup guide #SalesforceLabsDay
  • 53. CMTD Enhanced Related List Configure, sorts and filters related lists and feel to support your business needs CMTD Enhanced Related List Customize Related Lists Display Selected Fields Filter Data Sort Related List #SalesforceLabsDay
  • 54. Explore 250+ Trusted and Ready-to-Install Solutions Apps Ready-to-install ecosystem of third-party applications Components Building blocks to create apps and custom pages with clicks, not code Bolt Solutions Pre-built templates for industry solutions and Communities Lightning Data Pre-integrated, scalable data solutions with real-time enrichment Flow Solutions Connect with and perform actions on third-party systems #SalesforceLabsDay
  • 55. Three Ways To Get Started Today 1 2 3 Install Labs Solutions https://sfdc.co/7tRrD Visit Our GitHub github.com/salesforcelabs Connect on Social @salesforce_labs #SalesforceLabsDay
  • 56. What Salesforce Labs have you used?
  • 57. How many Labs can you name? In teams, you will have 3 min to name as many Salesforce Labs as you can can may use any resources. For 5 bonus points, you will be asked to describe one of your answers. The team with the most correct answers gets extra raffle tickets!
  • 58. New Trailhead Module: AppExchange Solutions Find solutions for your business and learn how to install them in your org NEW 1. Go to bit.ly/appexchangetrail 2. Complete the entire module 3. Earn a shiny new badge!
  • 59. Feedback ● Google Form: bit.ly/2oRGj46 We would love to hear feedback from you and your group member on the #SalesforceLabsDay Event in a box content. We want to make sure we share content and activities that the community connects with and by sharing feedback your group can helps us improve future content. Survey
  • 60.
  • 61. Appendix Additional content slides not covered at meeting
  • 64. Basic Mountain Footer First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans First level text is set at twenty point Salesforce Sans and does not have a bullet • Second level is eighteen point Salesforce Sans Subtitle placeholder
  • 65. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995 Forward-Looking Statement
  • 66. Introducing Flow Templates Jumpstart automation development Eliminate blank canvas anxiety and start with a base to accelerate development Access industry best practices Learn from industry subject matter experts and explore how the templates are built Tailor to specific business needs Customize pre-built processes to match the exact business use case Accelerate automation with pre-built business processes Partner & Employee built templates on AppExchange #SalesforceLabsDay
  • 67. Leverage Pre-Built Automation from AppExchange Get a quick start and access industry best practices Flow actions Standalone elements Flow templates Configurable business processes 7Summits GetFeedback Vlocity Taskray Vidyard Accenture Flow Solutions: #SalesforceLabsDay
  • 68. Quick Community User Provisioning Enable quick and easy community user provisioning from contacts “Exactly what I needed This solution solved many of our internal issues when provisioning for communities, a streamlined process to make provisioning simple and stress free” Listing #SalesforceLabsDay
  • 69. Profile Photo Motivator Users will want to upload their profile photos Listing Multiple flow templates to encourage everyone to have a profile photo • Automatically remind users without a photo to create one • Automatically change all unset photos to a randomly assigned photo • Maintain your org by reminding and auto-setting photos for new users #SalesforceLabsDay
  • 70. Adding Multiple Related Records Search and select multiple records ListingA sample flow template, all clicks no code, to add multiple records to an object • Explore using error handling, loops, get records, create records, decisions, assignments, screens, and more! #SalesforceLabsDay
  • 71. Quick Close Opps Lost a deal? Close all related opportunities with one click Listing Streamline workflow for your users saving clicks and increasing productivity • Loop through a collection of records and make a bulk change • Add the Quick Action button to your Account page layout and you are all set! #SalesforceLabsDay
  • 72. Lightning Universal Tagging Tag anything anywhere ListingAdd custom tags to any standard or custom object with a detail page. • One-size fits all custom lookup that works across different objects • Include Process and headless flow #SalesforceLabsDay
  • 74. Opportunity Contact Role (OCR) Customization Ideas Delivered Customize Opportunity Contact Roles like you would any other object. Use them in Process Builder and flows, and even triggers too. For example, nonprofits can use the Opportunity Contact Role to identify if someone is a donor.
  • 75. Calendar in Lightning Experience Calendar is getting better and better! Key feature enhancements include: • Availability view allows you to see your coworker’s availability when scheduling meetings • See the calendar view you used most recently without selecting a view from the dropdown • Dig into event details faster without clicking into an event Read the blog for moar details!
  • 76. Lookup Fields in Flow Builder Instead of having to create a variable, then assign that element to the variable... now you just need to look it up. It’s just one step to lookup! Ideas Delivered
  • 77. Lookup Fields in Flow Builder Instead of having to create a variable, then assign that element to the variable... now you just need to look it up. It’s just one step to lookup! Ideas Delivered