As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.
Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Manage Development in Your Org with Salesforce Governance FrameworkSalesforce Developers
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.
Are your business partners asking to be able to create their own applications? Are you asked to share development environments with other teams? Join us to learn considerations and best practices for making shared development in a single org a success. We'll cover process management, development methodology, release processes, and apps life cycle maintenance.
Salesforce Application Lifecycle Management presented to EA Forum by Sam Garf...Sam Garforth
Sam Garforth presented this at the Salesforce Enterprise Architect Forum on January 12th 2017. It covers governance and best practices for developing, deploying and supporting applications running on the Salesforce platform, whether these be apps or configurations of Sales or Service Cloud or Communities.
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Manage Development in Your Org with Salesforce Governance FrameworkSalesforce Developers
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.
Are your business partners asking to be able to create their own applications? Are you asked to share development environments with other teams? Join us to learn considerations and best practices for making shared development in a single org a success. We'll cover process management, development methodology, release processes, and apps life cycle maintenance.
Salesforce Application Lifecycle Management presented to EA Forum by Sam Garf...Sam Garforth
Sam Garforth presented this at the Salesforce Enterprise Architect Forum on January 12th 2017. It covers governance and best practices for developing, deploying and supporting applications running on the Salesforce platform, whether these be apps or configurations of Sales or Service Cloud or Communities.
"We'll need an Apex trigger to do that." Sound familiar? Take your advanced Admin skills to the next level by developing Apex triggers to solve complex business requirements that can't be implemented using just the configuration-driven features of Force.com. Join us to learn when and how to write your first Apex trigger, and some best practices for making them effective.
An introduction to Salesforce Commerce Cloud Development, this talk has been presented at Dreamforce, Melbourne Developer Group & Hyderabad Developer Groups in year 2018
Salesforce Release Management - Best Practices and Tools for DeploymentSalesforce Developers
Join us to learn how EMC?s Isilon Storage Division has adopted salesforce.com best practices to better manage deployments on the Force.com platform. We'll also introduce the ?SfOpticon? tool, a custom-built, open-source solution which uses the Force.com Metadata API and Github to monitor, track, branch, package and deploy changes to our salesforce.com environments.
Did you inherit a cluttered org with no documentation? Are you trying to figure out why you have 500 fields on an object? Join this session and collaboratively learn from other customers about the most common traits of a messy implementation, and how you can untangle yours.
3 Ways to Increase Executive Adoption of SalesforceSalesforce Admins
Companies with top-down acceptance of the Salesforce use case have great results. So, how do you get your Exec team to buy-in to Salesforce, adopt it, and even promote its use amongst the ranks of your organization? Learn immediately actionable tips and tricks to drive executive adoption at your organization.
Take control of your Salesforce application with a governance process! Establishing a governance process helps us sort change requests and work with all of our stakeholders, from end users to developers. Join us as we teach you how to manage your entire application lifecycle process by instituting a governance process for your business.
Variance Offer Sales Force consulting and customization service by gaining experience in CRM domain for almost Decade. Contact us on salesforce@varianceinfotech.com if you've any requirement to discuss salesforce consulting services.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Organisations using Salesforce will inevitably accumulate technical debt over time. It’s a costly side effect of growth, and to manage it successfully, these organisations need to not only remove their existing debt but also understand its causes and develop a plan to manage it in the future.
To find out more about the key areas you need to cover to carry out a successful technical debt assessment in the Salesforce platform watch our on-demand webinar:
https://www.whishworks.com/event/recording-performing-a-successful-technical-debt-assessment-in-salesforce/
Key topics
– What is technical debt
– Causes of technical debt in Salesforce
– Key areas to assess
– Common tools for diagnosis
– Technical debt assessment results & reporting
Lightning Web Components are a JavaScript programming model for building web applications and interfaces that is built on the best of web standards.
Any front-end web developer can get started with LWC and leverage custom elements, and JavaScript APIs to create modern apps and experiences that are fully aware of Salesforce data and processes.
Join us to learn how to leverage SSO technologies (such as SAML) with Force.com Canvas. We'll show examples of using Canvas with your existing SSO application to provide a seamless user experience, how you can use Canvas and Salesforce Identity to demo cross-org Visualforce pages, and we'll show this behaving in Salesforce.
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
"We'll need an Apex trigger to do that." Sound familiar? Take your advanced Admin skills to the next level by developing Apex triggers to solve complex business requirements that can't be implemented using just the configuration-driven features of Force.com. Join us to learn when and how to write your first Apex trigger, and some best practices for making them effective.
An introduction to Salesforce Commerce Cloud Development, this talk has been presented at Dreamforce, Melbourne Developer Group & Hyderabad Developer Groups in year 2018
Salesforce Release Management - Best Practices and Tools for DeploymentSalesforce Developers
Join us to learn how EMC?s Isilon Storage Division has adopted salesforce.com best practices to better manage deployments on the Force.com platform. We'll also introduce the ?SfOpticon? tool, a custom-built, open-source solution which uses the Force.com Metadata API and Github to monitor, track, branch, package and deploy changes to our salesforce.com environments.
Did you inherit a cluttered org with no documentation? Are you trying to figure out why you have 500 fields on an object? Join this session and collaboratively learn from other customers about the most common traits of a messy implementation, and how you can untangle yours.
3 Ways to Increase Executive Adoption of SalesforceSalesforce Admins
Companies with top-down acceptance of the Salesforce use case have great results. So, how do you get your Exec team to buy-in to Salesforce, adopt it, and even promote its use amongst the ranks of your organization? Learn immediately actionable tips and tricks to drive executive adoption at your organization.
Take control of your Salesforce application with a governance process! Establishing a governance process helps us sort change requests and work with all of our stakeholders, from end users to developers. Join us as we teach you how to manage your entire application lifecycle process by instituting a governance process for your business.
Variance Offer Sales Force consulting and customization service by gaining experience in CRM domain for almost Decade. Contact us on salesforce@varianceinfotech.com if you've any requirement to discuss salesforce consulting services.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Organisations using Salesforce will inevitably accumulate technical debt over time. It’s a costly side effect of growth, and to manage it successfully, these organisations need to not only remove their existing debt but also understand its causes and develop a plan to manage it in the future.
To find out more about the key areas you need to cover to carry out a successful technical debt assessment in the Salesforce platform watch our on-demand webinar:
https://www.whishworks.com/event/recording-performing-a-successful-technical-debt-assessment-in-salesforce/
Key topics
– What is technical debt
– Causes of technical debt in Salesforce
– Key areas to assess
– Common tools for diagnosis
– Technical debt assessment results & reporting
Lightning Web Components are a JavaScript programming model for building web applications and interfaces that is built on the best of web standards.
Any front-end web developer can get started with LWC and leverage custom elements, and JavaScript APIs to create modern apps and experiences that are fully aware of Salesforce data and processes.
Join us to learn how to leverage SSO technologies (such as SAML) with Force.com Canvas. We'll show examples of using Canvas with your existing SSO application to provide a seamless user experience, how you can use Canvas and Salesforce Identity to demo cross-org Visualforce pages, and we'll show this behaving in Salesforce.
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Comme à chaque Release, nous organiserons une session de présentation des nouvelles features.
Pour cette nouvelle release, nous vous proposons un événement spécial de la rentrée durant lequel l'ensemble des groupes France se connecteront pour vous.
A l'occasion de la sortie de la Winter'22, les Community Groups de France se réuniront pour vous présenter les features à ne pas manquer.
Ce sera l'occasion de faire connaissance avec les différents groupes, et d'avoir un max d'informations sur les évolutions.
La session sera d'ailleurs un peu plus longue (1h30) parce que de nombreux sujets seront couverts.
Merci à tous les Group Leaders pour leur participation :
Bordeaux User Group (Martin Lezer) : https://trailblazercommunitygroups.com/salesforce-user-group-bordeaux-france/
French Riviera User Group (Hugo Rosario) : https://trailblazercommunitygroups.com/salesforce-user-group-french-riviera-france/
Lyon Admin Group (Bertrand Rousset, Frédérique Mounier) : https://trailblazercommunitygroups.com/salesforce-admin-group-lyon-france/
Nantes Admin Group (Julie Boncour, Yohann Chevreux) : https://trailblazercommunitygroups.com/salesforce-admin-group-nantes-france/
Paris Admin Group : (Jean-Michel Mougeolle,Yohann Lecornet) https://trailblazercommunitygroups.com/salesforce-admin-group-paris-france/
Paris Developer Group (Fabien Taillon, Mohamed El Moussaoui) : https://trailblazercommunitygroups.com/salesforce-developer-group-paris-france/
Paris Women in Tech (Doria Hamelryk, Yosra Saidani, Marine Fabro) : https://trailblazercommunitygroups.com/salesforce-women-in-tech-group-paris-france/
Toulouse User Group (Thierry Trouin) : https://trailblazercommunitygroups.com/salesforce-user-group-toulouse-france/
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
Jax, FL Admin Group Presents: Summer '22 Release HighlightsMarc Lester
This is the presentation used during the in-person meeting for the Jax, FL Salesforce Admin Trailblazer Community Group on 8/31/22.
Marc Lester was the Presenter for the meeting, which was hosted at the Availity office locaiton.
We are excited to have our first in-person Learning event since Feb 2020 :-)
Join us to get some key highlights from the most recent Summer '22 Release that impacts most Orgs.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Summer ’22 affected all users immediately after the release went live, which occurred in June. If you haven't already done so, consider communicating these changes to your users so they understand the updates and know how to best take advantage of them.
Other features require direct action by an administrator before users can benefit from the new functionality.
Learn about some of each of these features and enhancements and which ones will benefit your organization the most.
The new version of Salesforce, Summer '20, was released in July 2020.
Discover the most important new features, including Dynamic Forms and Service Cloud Voice, the two new core features of this release.
How Imprivata Combines External Data Sources for Business InsightsPat Patterson
Imprivata is a healthcare-focused IT security company. Using data integration tools from StreamSets, they built a pipeline to consolidate data from NetSuite, Salesforce, and Oracle in a cloud-based PostgreSQL data warehouse. Hear how their analytics team combined transaction, product, and support data in Einstein Analytics to support decision-making across their business functions: sales, marketing operations, product owners, and CxOs.
Similar to Essential Habits for Salesforce Admins: Actionable Analytics (20)
The secret formula to being an #AwesomeAdmin is…FORMULAS! Join Admin Evangelist Jennifer Lee for this session to understand Salesforce formulas, how to build them, and some of the most common use cases for formulas. You will learn the basic framework for a Salesforce formula, where they can be used, and considerations for building them.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKv/admin-best-practices-building-useful-formulas
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
Deployment strategies can make or break the rollout of a new configuration into production. Join Carlos Siqueira, Salesforce MVP, and J. Steadman, Lead Admin Evangelist, as they walk through three steps to manage deployments without disruption - while avoiding bugs and increasing user adoption.
Watch the episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKq/admin-best-practices-3-steps-to-seamless-deployments
Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins
Think of a business process today that could be optimized. With Einstein Automate, you can reimagine this process and completely shift the way your employees and customers engage with your business. Come learn how to build end-to-end workflows by combining Salesforce Flow with AI, chatbot, or low-code integration tools.
Watch the Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmQ/awesome-admins-automate-integrate-flow-with-ai-and-chatbots
#AwesomeAdmins Automate: Create Triggered Flows and Batch JobsSalesforce Admins
What are some manual tasks that are recurring for your team today? How much time do they spend on them? Salesforce Flow can reduce the time spent on these tasks and remove the potential for error by automatically performing any follow-up actions for you. Come learn how simple it is to create record-triggered flows, schedule-triggered flows, and batch jobs using Flow Builder and get started on your automation journey today.
Watch the full episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmK/awesome-admins-automate-create-triggered-flows-and-batch-jobs
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
Ever wondered what's going on under the hood of your Salesforce org? Join us to learn how to quickly understand the security health of multiple orgs at a glance, and how Salesforce Shield can help satisfy tricky security compliance requirements.
This webinar is designed for new Salesforce Admins looking for key getting-started tips. Learn the habits to develop to help you learn, connect and lead, resources to make you successful and where to find people like you!
SOQL (Salesforce Object Query Language) queries are a great way for Admins to easily and quickly access, analyze, and manipulate their Salesforce data. Learn how to apply your knowledge of report builder filters and formulas to help you write SOQL queries. You’ll take away a whole new way of accessing your data and an understanding of how this will save you valuable time.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
2. Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the
Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The
achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if
any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of
geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our
strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the
seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and
infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the
resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and
third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features,
including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services,
technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability
to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or
losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans;
our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom
Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights;
our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the
infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and
those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances;
the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term
loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate
change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
8. Data
Management
Security Actionable
Analytics
Master Core Admin ResponsibilitiesThe Importance of Actionable Analytics
Actionable analytics are the way
that you as an Admin can use your
Salesforce data to help your
company drive decisions on where
and how to focus your business.
Actionable
Analytics
9. Analytics Can Provide Critical Insights
Look across a broad range of data
and use cases with Tableau
Get insights into Salesforce workflow
and user experience with Tableau
CRM (formerly Einstein Analytics)
Report on data in your Salesforce
org with Reports and Dashboards
Leverage different solutions for different use cases
10. Actionable Analytics Habits
Share Insights with Stakeholders
Connect and Learn MoreReview Key Reports and
Dashboards
Report on Report Usage
11. Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage
Connect and Learn More
12. Report on Report Usage
Run Optimizer to identify unused
Reports and Dashboards
Create a custom report type to
review usage – ex: most-used
reports
Designate internal “Awesome
Analytics Advocates”
Check in with stakeholders and
users
13. Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
Make It a Habit!
2021
Understand which
reports are being
used (or not)
Report on
Report Usage
Weekly
Monthly
Quarterly
14. Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage
Connect and Learn More
15. Review Key Reports and Dashboards
Designate business-critical Reports and Dashboards at multiple levels
Stakeholder
Examine factors driving the
business forward
User
Enable them to do their jobs with
more accuracy and efficiency
Admin
Look at how reports are used &
what needs updating to ensure
effective reporting foundation
16. User: Sales Rep
My leads that need follow up this week
Stakeholder: Sales VP
Start With These Key Reports
Example reports for each level of your business
Total business closed this month by rep
Admin
Data created in the last week by Sales
users
Reports and Dashboards run in the
last week
User: Service Rep
My cases open over 7 days
Stakeholder: Service VP
Case open time by support rep
17. Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Make It a Habit!
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and
Admin levels
19. Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage
Connect and Learn More
20. Share Insights with Stakeholders
Clarify key questions
Define business and team goals
Review trends and provide data to
inform decisions
Improve existing dashboards
based on feedback
Use analytics to share insights
21. Upcoming business changes that could affect existing Reports and Dashboards
Assess high-level goal progress
Review high-level usage: most & least used Reports and Dashboards
Share an analytics success story
Prioritize analytics updates across the company with stakeholders
Communicate with Stakeholders
Sample meeting agenda
22. Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Make It a Habit!
Share
Insights with
Stakeholders
Use analytics to
share insights
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and Admin
levels
24. Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage Connect and Learn More
25. Connect and Learn More
Check in with analytics Trailblazer
Community groups, learn about new
products and best practices
Complete a new reporting or analytics
badge on Trailhead
Share what you’re learning with
stakeholders and connect topics with
business needs
26. Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Make It a Habit!
Share
Insights with
Stakeholders
Use analytics to
share insights
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and Admin
levels
Connect and
Learn More
Earn an analytics
Trailhead badge
27. Actionable Analytics Habits
Share Insights with Stakeholders
Connect and Learn MoreReview Key Reports and
Dashboards
Report on Report Usage
28. Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Your Actionable Analytics Habits
Share
Insights with
Stakeholders
Use analytics to
share insights
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and Admin
levels
Connect and
Learn More
Earn an analytics
Trailhead badge
29. Dive in and continue learningStart here
User
Management
Data
Management
Security
Actionable
Analytics
Join Us For The Whole Series!
You are here!
Watch on-demand
Watch on-demand
Watch on-demand
30. Connect With Us and Keep Learning!
@SalesforceAdmns
#AwesomeAdmin
Salesforce Admins
bit.ly/essentialhabitstrailmix