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Chicago Nonprofit + WIT
October 11th, 2018
Welcome to the Trailblazer Community
Let’s Succeed Together
Meet Trailblazers Like You
Join Community Groups to meet peers who live in your city, work in similar roles and
industries, and share your interests.
Engage in a Global Network
Get help, find answers fast, and discuss topics you care about with Salesforce
customers and employees from around the world.
Learn from Each Other
Gain incredible insight from Salesforce MVPs and Community Group Leaders who
love to share expertise and help everyone in the community succeed.
Inspire the Next Generation
Share your community story, be a mentor, become a leader in the Trailblazer
Community, and bring Salesforce to the communities you love.
Get Started: Trailblazer.salesforce.com/about
Allison Park
Chicago Nonprofit Co-Lead
@csupilowl
Chicago WIT Co-Lead
@JocelynFennewal
Cassie Supilowski Jocelyn Fennewald
Chicago WIT Co-Lead
@allisonapark
Speaker Slide Layout
Chicago WIT Co-Lead
@lmenke67
Chicago Nonprofit Co-Lead
@tonyrcalero
Machell Enke Tony Calero
A DREAMFORCE
GLOBAL GATHERING
BADGE
A TRAILBLAZER
COMMUNITY GROUPS
BADGE
A CHANCE TO A
DREAMFORCE ‘19
FULL CONFERENCE
PASS
Today You Could Win
BY RANDOM
DRAWING
3 CERTIFICATION
VOUCHERS
FOR BEING
AWESOME
FUN SWAG
Get a shiny new
exclusive badge
for attending!
FOLLOW THE TRAILMIX
Sfdc.co/LivingTheDream
Get a Chance to Win a
Dreamforce ‘19 Full Pass
with Dreamforce Global Gathering
#LivingTheDream Quest
COMPLETE THE TRAILMIX
Sfdc.co/LivingTheDream
Pro Tip: To quality you need to tweet a photo with
hashtags #LivingTheDream and #TrailblazerCommunity
* See official rules
Step 1:
Explore the
latest quests
& jumpstart
your learning
habit
Step 2:
Choose your
quest and set
your learning
goals
Step 3:
Unlock limited
edition
community
badges or win
sweet prizes.
New to the
Trailblazer Community?
Get a warm welcome to the Ohana, make some
immediate friends and get some great ideas! Inspired by
Monica Sandberg, Misty Jones and friends.
Anyone with Astro wearing a Lei name
tag is a new member of our
community. Be sure to greet them!
Network and …
Earn an extra raffle ticket when you get a
BINGO (vertical, horizontal or diagonal)
Tweet and Share with the world how much fun will have today! Be sure to use
#LivingTheDream and #TrailblazerCommunity to be featured.
And save these photos to our Google album here:
http://bit.ly/LivingTheDream-Photos
Share your Thanks
at the Tree of Gratitude Earn an extra
raffle ticket
when you add a
gratitude sticker
to the tree
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
AppExchange: The Faster, Smarter
Way to Extend Salesforce
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
Guided learning paths
Get started and learn best practices with
integrated content and trails on Trailhead
A faster and intelligent way to find the right solution to extend the world’s #1 CRM
AppExchange, the Salesforce Store
6M
install
s
Explore 5,000+ Trusted and 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
Find the Right Solution Faster with
Intelligent Recommendations
Personalized recommendations
for Astro Nomical based on:
Search history
Install history
Site activity
Trailblazers like you
NEW
Guided Learning Paths
Resources for both new and expert Trailblazers
Getting Started
App Guides
& Tools
Community-based
content
NEW
60+ new Labs Apps
created in the last year
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 Einstein, Flows, and more
Free, apps and components built by Salesforce employees
Get Started with Solutions by Salesforce Labs
How Can Salesforce Labs Help Me?
Solve Problems
Learn
Inspire
Fully native and highly customizable
Drag and drop view can be configured
for any related list or homepage
Drag and drop any record anywhere
Home/Child Kanban
Components
Code available on GitHub
http://bit.ly/2PNxQGD
Create interactive selectors that leverage the Lightning Design System
Configure with styles & help text to add context
Take the UX of your process flows to the next level
Convert your picklists into magic visual selectors
Flow Magic - Picklists
Components
myV2MOM
Engage employees in conversation about their and
the company’s priorities on an ongoing basis
View your or your teams
Assign goals to multiple direct reports
Split targets across quarters
Chat on measures
Drive growth with alignment and transparency New
Check out the Trailhead V2MOM
module to learn more
https://sforce.co/2OHD8TZ
A starting point and example
Contains a sample register product flow
A utility flow for building community-ready flows
A pre-built community page to surface the
product flow
Not for use w/ unauthenticated users
Lightning Flow Sample App
New
Join the conversation on the
Trailblazer community
https://sforce.co/2xsKKTR
Mr. Robot Framework
Einstein bot that interacts with Lightning
Components by using Platform Events
The bridge between Lightning Components and Einstein Bots New
Code available on GitHub
http://bit.ly/2D9mAmK
Three Ways To Get Started Today
1 2 3
Install Labs Solutions
https://sfdc.co/LabApps
Download The
Exchange Magazine
https://sfdc.co/exchange
Connect on Social
@salesforce_labs
Signup for the weekly AppExchange
newsletter
bit.ly/appexnews
Configure Lightning Pages that
Work for Your Users
Content by:
Eric Shih, Director, Salesforce Product Management
Emily Witt, Senior User Researcher, Salesforce UX
We can dream up so much to do on the
platform…but I need to find the golden
egg that's going to bring value to my
users...otherwise it’s like when you have
a baby and people think it's ugly but you
think it’s beautiful.
All-Star Admin
“
”
To drive your users' adoption
and productivity in Lightning
Experience, where should you
focus your energy?
Page-level customizations can have a huge
impact on users’ experience of the transition.
Why did some users choose not to try Lightning?
n=28K
1 - Tasks are Easier in Classic
2 - I don’t have time to learn
17%18%
20
%
37%
Unsure
How to
Use
My Team
Isn’t
Using
Can’t Do
Tasks
No Time
To Learn
Task is
Easier in
Classic
39
%
Why did some users choose not to try Lightning?
n=28K
What tasks do users feel are easier in Classic?
72%
When end users talked about navigation, they talked
about finding the information they need within record
pages at a glance.
“I need to be able to see the clients’ data in
one view and be able to do everything I
need and I don't want to have to click or
hunt around.”
said “Navigating”
Clustered
components
Single click
suggestions to fill
(Collapsible) Sidebar
Exposing
more actions
Live Records
Your feedback helps improve Lightning Experience.
Your feedback helps improve Lightning Experience.
The best UX happens when Salesforce product design
and your admin skills meet.
RESEARCHER PRODUCT MANAGER ADMIN
+ +
Admins wear many hats.
RESEARCHER PRODUCT MANAGERADMIN IS AAN AND A
RESEARCHER
How to wear your Researcher hat:
1. Observe users in their normal
environment as they work.
2. Listen, watch, and ask questions!
3. Differentiate between user personas
How can you tackle users’ challenges with
page-level customizations?
Customization Time!
Let’s get hands on with a live demo.
Highlight
Important
Fields
Add Related
List Quick
Links
Make Details
the Default Tab
Setup Path for
Custom
Objects
Increase
Visible Actions
Have screenreader users?
Use the lessons
we’ve learned.
Get to know
your users.
Tailor and
iterate.
→ →
Recap
● Check out our Blogpost: sfdc.co/customization-tips
● Take the Build Better with UX Trail
Resources to get started:
Inclusive Meeting
Practices for the
Trailblazer Community
September 26, 2018
12:30 - 12:50
@SalesforceEQ
Your Campfire Hosts
Brigid Warmerdam
Equality Programs Manager
Office of Equality
@gfillonramos
Gino Ramos
Equality Education Manager
Office of Equality
@BrigeePatrice
Salesforce MVP
Bay Area Developer Group Leader
@danieljpeter
Daniel Peter
Two behaviors successful teams share:
A study
Equality in Conversation Turn-
Taking
High Emotional Sensitivity
Apply the Equality Ally Practices for Inclusive Meetings
As
k
Ask to hear from the quieter, more introverted or more
junior employees as well as anyone dialing in. Ask remote
employees what makes them feel included.
“What are your thoughts?”
“How would you approach this problem?”
“We haven’t heard from the folks on the line. What do you think?”
Make it a habit - Establish a norm where everyone speaks at least
once.
Ask, Listen, Show up, Speak up
What are other things to Ask?
Apply the Equality Ally Practices for Inclusive Meetings
Listen with respect and mindfulness. Refrain from
talking over others. Actively listen by making eye contact
rather than looking at your device. Pause to let others
speak.
“That’s a great idea.”
“To your point…”
“To add to that…”
Assume positive intent of others.
Ask, Listen, Show up, Speak up
Apply the Equality Ally Practices for Inclusive Meetings
Show up ready to engage, participate, and act with
inclusion. Consider who else is showing up. Bring in
new voices to ensure diverse perspectives and ideas are
being shared.
“Was ____ invited to the meeting? I think their opinion
would be valuable.”
“Would you mind if I included my intern/mentee in this
meeting for professional development?”
Ask yourself if a meeting needs to be just Sr. Leaders or if
you can include more voices.
Ask, Listen, Show up, Speak up
Apply the Equality Ally Practices for Inclusive Meetings
Speak up when someone is being interrupted, not
getting credit/recognition or is inappropriate. Allow healthy
debate of opposing views.
“I think _____ was trying to comment a second ago”
“Let’s let ______ finish”
“____ had that same idea a moment ago”
“That’s an interesting perspective I hadn't thought of. Can
you say more about that?”
“I know you meant to be funny, but that’s offensive.”
Ask, Listen, Show up, Speak up
What are some other ways to
Speak Up?
Co-leaders
Have one or more co-leader(s) that
are different than you.
Speakers
Curate a diverse and inclusive
selection of speakers.
Content
Incorporate diversity, inclusion and
equality in your content.
3 Ways to Practice Inclusive Meetings
What are your ideas on how to
Practice Inclusive Meetings and
Meetups?
Takeaway Challenge
Select 1 Inclusive Meeting Practice….
...and apply it in a meeting
next week!
Earn your Inclusive Leadership Practices
badge on Trailhead
bit.ly/InclusiveLeadershipModule
● Custom Metadata Types
● Admins Are Critical Change Agents
Trailblazer Favorites
Other Dreamforce Resources:
● Exponent Partners Dreamforce Roundup
● Debriefing Dreamforce: How to Move
Forward when your Head is Full
Marketing
● 5 Trends Reshaping
Email Deliverability
● The Future of Data-Driven
Marketing
● Best Practices for Email
Marketing
MOAR Learning!
Salesforce.org
● Getting to NPSP
● What if…your cause
sparks a movement?
Admin(elopers)
● Decoding Triggers for
Admin
● Demystifying Code for
Admins: The Last Step to
Apex
● No More Excuses.
Today's the Day You
Learn Flow.
Meet Trailblazers Like You
800+ Community Groups
30+ Community Conferences
Engage in a Global Network
4000+ Questions & Answers per month
1000+ Active Chatter Groups
Learn from Each Other
1000+ Community Group Leaders
200+ Salesforce MVPs
Inspire the Next Generation
Trailhead for Students
Student Groups
Be a Multiplier
Let’s Succeed Together
Welcome to the Trailblazer Community
trailblazer.salesforce.com/about
Upcoming Events/Webinars
Event Date(s) Notes
Hub Community Office Hours twice monthly 1st & 4th Friday, 11:00am CT, http://bit.ly/hubhours
Chicago Salesforce Saturday
10/27, 11/17 (Suburbs)
10/13, 11/10 (City)
Find the Chicago Salesforce Saturday in the Trailblazer
Community
Salesforce.org Open Source
Community Sprint - Portland
10/24-10/25
https://www.eventbrite.com/e/salesforceorg-open-source-
community-sprint-portland-tickets-47957228361 (wait list)
Florida Dreamin’ 11/1-11/2 https://www.fldreamin.com/
NPSP Day - Chicago 11/8 http://bit.ly/2MsuIPg
Northeast Dreamin’ (Manchester, NH) 11/15-11/16 https://www.northeastdreamin.com/
Snowforce (Salt Lake City, UT) 3/20-3/22 https://snowforce.io/ (call for speakers is open!)
Southeast Dreamin’ (Atlanta, GA) 3/21-3/22 http://www.southeastdreamin.com/
TrailheaDX (San Francisco, CA) 5/29-5/30 https://developer.salesforce.com/trailheadx

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Chicago Nonprofit + WIT Dreamforce Global Gathering

  • 1. Chicago Nonprofit + WIT October 11th, 2018
  • 2. Welcome to the Trailblazer Community Let’s Succeed Together Meet Trailblazers Like You Join Community Groups to meet peers who live in your city, work in similar roles and industries, and share your interests. Engage in a Global Network Get help, find answers fast, and discuss topics you care about with Salesforce customers and employees from around the world. Learn from Each Other Gain incredible insight from Salesforce MVPs and Community Group Leaders who love to share expertise and help everyone in the community succeed. Inspire the Next Generation Share your community story, be a mentor, become a leader in the Trailblazer Community, and bring Salesforce to the communities you love. Get Started: Trailblazer.salesforce.com/about
  • 3. Allison Park Chicago Nonprofit Co-Lead @csupilowl Chicago WIT Co-Lead @JocelynFennewal Cassie Supilowski Jocelyn Fennewald Chicago WIT Co-Lead @allisonapark Speaker Slide Layout Chicago WIT Co-Lead @lmenke67 Chicago Nonprofit Co-Lead @tonyrcalero Machell Enke Tony Calero
  • 4. A DREAMFORCE GLOBAL GATHERING BADGE A TRAILBLAZER COMMUNITY GROUPS BADGE A CHANCE TO A DREAMFORCE ‘19 FULL CONFERENCE PASS Today You Could Win BY RANDOM DRAWING 3 CERTIFICATION VOUCHERS FOR BEING AWESOME FUN SWAG
  • 5. Get a shiny new exclusive badge for attending! FOLLOW THE TRAILMIX Sfdc.co/LivingTheDream
  • 6. Get a Chance to Win a Dreamforce ‘19 Full Pass with Dreamforce Global Gathering #LivingTheDream Quest COMPLETE THE TRAILMIX Sfdc.co/LivingTheDream Pro Tip: To quality you need to tweet a photo with hashtags #LivingTheDream and #TrailblazerCommunity * See official rules
  • 7. Step 1: Explore the latest quests & jumpstart your learning habit Step 2: Choose your quest and set your learning goals Step 3: Unlock limited edition community badges or win sweet prizes.
  • 8. New to the Trailblazer Community? Get a warm welcome to the Ohana, make some immediate friends and get some great ideas! Inspired by Monica Sandberg, Misty Jones and friends. Anyone with Astro wearing a Lei name tag is a new member of our community. Be sure to greet them!
  • 9. Network and … Earn an extra raffle ticket when you get a BINGO (vertical, horizontal or diagonal)
  • 10. Tweet and Share with the world how much fun will have today! Be sure to use #LivingTheDream and #TrailblazerCommunity to be featured. And save these photos to our Google album here: http://bit.ly/LivingTheDream-Photos
  • 11. Share your Thanks at the Tree of Gratitude Earn an extra raffle ticket when you add a gratitude sticker to the tree
  • 12. 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
  • 13. AppExchange: The Faster, Smarter Way to Extend Salesforce
  • 14. 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 Guided learning paths Get started and learn best practices with integrated content and trails on Trailhead A faster and intelligent way to find the right solution to extend the world’s #1 CRM AppExchange, the Salesforce Store 6M install s
  • 15. Explore 5,000+ Trusted and 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
  • 16. Find the Right Solution Faster with Intelligent Recommendations Personalized recommendations for Astro Nomical based on: Search history Install history Site activity Trailblazers like you NEW
  • 17. Guided Learning Paths Resources for both new and expert Trailblazers Getting Started App Guides & Tools Community-based content NEW
  • 18. 60+ new Labs Apps created in the last year 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 Einstein, Flows, and more Free, apps and components built by Salesforce employees Get Started with Solutions by Salesforce Labs
  • 19. How Can Salesforce Labs Help Me? Solve Problems Learn Inspire
  • 20. Fully native and highly customizable Drag and drop view can be configured for any related list or homepage Drag and drop any record anywhere Home/Child Kanban Components Code available on GitHub http://bit.ly/2PNxQGD
  • 21. Create interactive selectors that leverage the Lightning Design System Configure with styles & help text to add context Take the UX of your process flows to the next level Convert your picklists into magic visual selectors Flow Magic - Picklists Components
  • 22. myV2MOM Engage employees in conversation about their and the company’s priorities on an ongoing basis View your or your teams Assign goals to multiple direct reports Split targets across quarters Chat on measures Drive growth with alignment and transparency New Check out the Trailhead V2MOM module to learn more https://sforce.co/2OHD8TZ
  • 23. A starting point and example Contains a sample register product flow A utility flow for building community-ready flows A pre-built community page to surface the product flow Not for use w/ unauthenticated users Lightning Flow Sample App New Join the conversation on the Trailblazer community https://sforce.co/2xsKKTR
  • 24. Mr. Robot Framework Einstein bot that interacts with Lightning Components by using Platform Events The bridge between Lightning Components and Einstein Bots New Code available on GitHub http://bit.ly/2D9mAmK
  • 25. Three Ways To Get Started Today 1 2 3 Install Labs Solutions https://sfdc.co/LabApps Download The Exchange Magazine https://sfdc.co/exchange Connect on Social @salesforce_labs
  • 26. Signup for the weekly AppExchange newsletter bit.ly/appexnews
  • 27. Configure Lightning Pages that Work for Your Users Content by: Eric Shih, Director, Salesforce Product Management Emily Witt, Senior User Researcher, Salesforce UX
  • 28. We can dream up so much to do on the platform…but I need to find the golden egg that's going to bring value to my users...otherwise it’s like when you have a baby and people think it's ugly but you think it’s beautiful. All-Star Admin “ ”
  • 29. To drive your users' adoption and productivity in Lightning Experience, where should you focus your energy?
  • 30. Page-level customizations can have a huge impact on users’ experience of the transition.
  • 31. Why did some users choose not to try Lightning? n=28K 1 - Tasks are Easier in Classic 2 - I don’t have time to learn
  • 32. 17%18% 20 % 37% Unsure How to Use My Team Isn’t Using Can’t Do Tasks No Time To Learn Task is Easier in Classic 39 % Why did some users choose not to try Lightning? n=28K
  • 33. What tasks do users feel are easier in Classic? 72% When end users talked about navigation, they talked about finding the information they need within record pages at a glance. “I need to be able to see the clients’ data in one view and be able to do everything I need and I don't want to have to click or hunt around.” said “Navigating”
  • 34. Clustered components Single click suggestions to fill (Collapsible) Sidebar Exposing more actions Live Records Your feedback helps improve Lightning Experience.
  • 35. Your feedback helps improve Lightning Experience.
  • 36. The best UX happens when Salesforce product design and your admin skills meet. RESEARCHER PRODUCT MANAGER ADMIN + +
  • 37. Admins wear many hats. RESEARCHER PRODUCT MANAGERADMIN IS AAN AND A
  • 38. RESEARCHER How to wear your Researcher hat: 1. Observe users in their normal environment as they work. 2. Listen, watch, and ask questions! 3. Differentiate between user personas
  • 39. How can you tackle users’ challenges with page-level customizations?
  • 40. Customization Time! Let’s get hands on with a live demo.
  • 41. Highlight Important Fields Add Related List Quick Links Make Details the Default Tab Setup Path for Custom Objects Increase Visible Actions
  • 43. Use the lessons we’ve learned. Get to know your users. Tailor and iterate. → → Recap
  • 44. ● Check out our Blogpost: sfdc.co/customization-tips ● Take the Build Better with UX Trail Resources to get started:
  • 45. Inclusive Meeting Practices for the Trailblazer Community September 26, 2018 12:30 - 12:50 @SalesforceEQ
  • 46. Your Campfire Hosts Brigid Warmerdam Equality Programs Manager Office of Equality @gfillonramos Gino Ramos Equality Education Manager Office of Equality @BrigeePatrice Salesforce MVP Bay Area Developer Group Leader @danieljpeter Daniel Peter
  • 47. Two behaviors successful teams share: A study Equality in Conversation Turn- Taking High Emotional Sensitivity
  • 48. Apply the Equality Ally Practices for Inclusive Meetings As k Ask to hear from the quieter, more introverted or more junior employees as well as anyone dialing in. Ask remote employees what makes them feel included. “What are your thoughts?” “How would you approach this problem?” “We haven’t heard from the folks on the line. What do you think?” Make it a habit - Establish a norm where everyone speaks at least once. Ask, Listen, Show up, Speak up
  • 49. What are other things to Ask?
  • 50. Apply the Equality Ally Practices for Inclusive Meetings Listen with respect and mindfulness. Refrain from talking over others. Actively listen by making eye contact rather than looking at your device. Pause to let others speak. “That’s a great idea.” “To your point…” “To add to that…” Assume positive intent of others. Ask, Listen, Show up, Speak up
  • 51. Apply the Equality Ally Practices for Inclusive Meetings Show up ready to engage, participate, and act with inclusion. Consider who else is showing up. Bring in new voices to ensure diverse perspectives and ideas are being shared. “Was ____ invited to the meeting? I think their opinion would be valuable.” “Would you mind if I included my intern/mentee in this meeting for professional development?” Ask yourself if a meeting needs to be just Sr. Leaders or if you can include more voices. Ask, Listen, Show up, Speak up
  • 52. Apply the Equality Ally Practices for Inclusive Meetings Speak up when someone is being interrupted, not getting credit/recognition or is inappropriate. Allow healthy debate of opposing views. “I think _____ was trying to comment a second ago” “Let’s let ______ finish” “____ had that same idea a moment ago” “That’s an interesting perspective I hadn't thought of. Can you say more about that?” “I know you meant to be funny, but that’s offensive.” Ask, Listen, Show up, Speak up
  • 53. What are some other ways to Speak Up?
  • 54. Co-leaders Have one or more co-leader(s) that are different than you. Speakers Curate a diverse and inclusive selection of speakers. Content Incorporate diversity, inclusion and equality in your content. 3 Ways to Practice Inclusive Meetings
  • 55. What are your ideas on how to Practice Inclusive Meetings and Meetups?
  • 56. Takeaway Challenge Select 1 Inclusive Meeting Practice…. ...and apply it in a meeting next week!
  • 57. Earn your Inclusive Leadership Practices badge on Trailhead bit.ly/InclusiveLeadershipModule
  • 58. ● Custom Metadata Types ● Admins Are Critical Change Agents Trailblazer Favorites Other Dreamforce Resources: ● Exponent Partners Dreamforce Roundup ● Debriefing Dreamforce: How to Move Forward when your Head is Full
  • 59. Marketing ● 5 Trends Reshaping Email Deliverability ● The Future of Data-Driven Marketing ● Best Practices for Email Marketing MOAR Learning! Salesforce.org ● Getting to NPSP ● What if…your cause sparks a movement? Admin(elopers) ● Decoding Triggers for Admin ● Demystifying Code for Admins: The Last Step to Apex ● No More Excuses. Today's the Day You Learn Flow.
  • 60. Meet Trailblazers Like You 800+ Community Groups 30+ Community Conferences Engage in a Global Network 4000+ Questions & Answers per month 1000+ Active Chatter Groups Learn from Each Other 1000+ Community Group Leaders 200+ Salesforce MVPs Inspire the Next Generation Trailhead for Students Student Groups Be a Multiplier Let’s Succeed Together Welcome to the Trailblazer Community trailblazer.salesforce.com/about
  • 61. Upcoming Events/Webinars Event Date(s) Notes Hub Community Office Hours twice monthly 1st & 4th Friday, 11:00am CT, http://bit.ly/hubhours Chicago Salesforce Saturday 10/27, 11/17 (Suburbs) 10/13, 11/10 (City) Find the Chicago Salesforce Saturday in the Trailblazer Community Salesforce.org Open Source Community Sprint - Portland 10/24-10/25 https://www.eventbrite.com/e/salesforceorg-open-source- community-sprint-portland-tickets-47957228361 (wait list) Florida Dreamin’ 11/1-11/2 https://www.fldreamin.com/ NPSP Day - Chicago 11/8 http://bit.ly/2MsuIPg Northeast Dreamin’ (Manchester, NH) 11/15-11/16 https://www.northeastdreamin.com/ Snowforce (Salt Lake City, UT) 3/20-3/22 https://snowforce.io/ (call for speakers is open!) Southeast Dreamin’ (Atlanta, GA) 3/21-3/22 http://www.southeastdreamin.com/ TrailheaDX (San Francisco, CA) 5/29-5/30 https://developer.salesforce.com/trailheadx