The document appears to be the agenda for a Chicago nonprofit community group meeting on October 24th, 2019. The agenda includes introductions, announcements of upcoming events and resources, an overview of the winter 2020 period, a discussion of what Salesforce Labs is, a quiz, a 10 minute break, a discussion of 5 Labs for attendees, a game, and a wrap-up with a raffle. The document provides details on each agenda item.

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

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

17. Learn About Salesforce Labs
They’re free. They’re customizable. They’re Salesforce Labs

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?

44. Tally those scores!

45. Take a break, grab a snack, refuel

46. 5 New Solutions

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

61. Appendix
Additional content slides not covered at meeting

62. Demo Jam Video

63. Introducing Flow Templates
#SalesforceLabsDay

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

73. Winter ‘20 Highlights

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