Dreamforce Global Gathering (Admin)

Dreamforce ‘19 Highlights
for Salesforce Admins
#AwesomeAdmin
Date: 11th Jan 2020
Manoj Sonawane (Salesforce Solution Architect)
sonumanoj@gmail.com
@sonumanoj

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

#AwesomeAdmin Trivia
Salesforce has 3 releases each year, which
seasons are they based on?
A. Fall, Spring, Summer
C. Spring, Summer, Winter
B. Winter, Summer, Autumn
D. Winter, Spring, Fall

How do you grant user access to the new Salesforce Mobile App?
A. Profile
C. Magic Wand
B. Permission Set
D. User Checkbox

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

Admin Keynote: Theme
Transform Your Company,
Career, Community

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

3 Key Themes Covered
in the Admin Keynote
1.
Champion
Productivity

2.
Deliver
Innovation

3.
Drive
Success

What is the name of the drag-and-drop
interface for creating and modifying
reports in Lightning Experience?
A. Data Manipulator
C. Process Builder
B. Analytics Tool
D. Report Builder

This is an example of a standard Lightning Component:
A. Journey
C. Survey Says
B. Highlights Panel
D. Related Trends

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

Admins Are The Heart of Salesforce
We drive results and deliver business value every day
Solve
business
challenges
Create
customized
solutions
Deliver
business
value
Pave the
path for
others

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

Top Breakout Session Highlights

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

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

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

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

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

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

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

What tool would you use to create an interactive interface for your users?
A. Report Builder
C. Formula Editor
B. Process Builder
D. Flow Builder

To prevent a user from entering incorrect data, you should use...
A. Medium
C. Validation Rules
B. Carrots
D. Campaigns

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

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

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

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

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

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

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

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

What custom Field type can you put automatic
calculations into?
A. Currency
C. Formula
B. Date
D. Text

CTI stands for…
A. Cloudy Technology Imagination
C. Computer Telephone Integration
B. Computer Telephony Innovation
D. Computer Telephony Integration

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

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

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

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

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

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

Dreamforce Global Gathering (Admin)

Dreamforce Global Gathering (Admin)

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