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Jax Salesforce Labs Day 2019 deck
- 1. WELCOME to the Jacksonville, FL Trailblazer Community Groups 2019 Salesforce Labs Day Thursday, October 24, 2019
- 2. Session 2 8:45-9:00 Welcome & Introductions 9:00-9:30 Learn About AppExchange & Salesforce Labs 9:30-10:30 AppExchange Solutions Trailhead Badge Lead by Andy Engin Utkan, BRDPro 10:30-11:00 5 Salesforce Labs Solutions for You Salesforce Labs Resources 10:00-11:15 Landstar Lightning Migration Project 11:15-11:30 Community Group Updates and Closing Remarks 11:30-12:30 Lunch & Networking AGENDA
- 3. Community Group Leaders Marc Lester Marc.Lester@trailblazercgl.com Sr Salesforce Consultant Coastal Cloud Adam Haas Adam.Haas@trailblazercgl.com Salesforce Consultant Coastal Cloud
- 4. Community Group Goals & Objectives • Build a strong network of Salesforce users, administrators, developers, business owners, partners and consultants in the Jacksonville region • Share Salesforce advice, lessons learned, and experiences amongst the group • Ask questions / answer questions related to Salesforce (Apps, Technical, Configuration, Business Process, etc…) • Post job opportunities and find Salesforce talent
- 5. Thank You to LANDSTAR for Hosting the event at their office!!!
- 6. THANK YOU TO EVERYONE THAT RSVP’ED TODAY!!!
- 7. New to the Trailblazer Community? WELCOME to the Salesforce Ohana!!
- 8. Housekeeping • Help yourself to Panera’s provided by Landstar • Restrooms • WiFi: • Lunch will be delivered from Jimmy Johns at 11:30
- 9. Forward-Looking Statements 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 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.
- 11. Learn About AppExchange & Salesforce Labs Marc Lester, Presenter They’re free. They’re customizable. They’re Salesforce Labs #SalesforceLabs Day
- 13. Overview of AppExchange & Salesforce Labs How Labs benefits YOU Kahoot Quiz What we’re talking about today #SalesforceLabsDay
- 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 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
- 15. 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
- 16. 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.
- 17. Our Core Values Solve Problems Learn More Be Inspired #SalesforceLabsDay
- 18. 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 #SalesforceLabsDay
- 19. Connect with Salesforce Labs #SalesforceLabsDay
- 20. 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
- 21. Labs helping customers with Lightning Adoption #SalesforceLabsDay
- 22. 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 #SalesforceLabsDay
- 23. 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 Bundle all Free Salesforce Labs Dashboards, by downloading the AppExchange Dashboard Pack.
- 24. 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
- 25. Instructions 1. Go to kahoot.it 2. Click on Enter Game PIN! 3. Enter Game PIN shown 4. Answer Questions Try to get the most correct answers as quickly as possible. The Top 3 Players with the highest score will win a Salesforce Labs Mug! In the end, we all win by having fun learning together. Good luck and have fun! Salesforce Labs Kahoot Quiz
- 26. Complete AppExchange Solutions Trailhead Badge Andy Engin Utkan, Presenter includes installing a Salesforce Lab Solution! #SalesforceLabs Day
- 27. New Trailhead Module: AppExchange Solutions Find solutions for your business and learn how to install them in your org NEW 1. Go to trailhead.salesforce.com 2. Search for AppExchange Solutions 3. Click on AppExchange Solutions module (50 mins) 4. Follow along to complete the entire module 5. Earn a shiny new badge!
- 29. 5 Salesforce Labs Solutions for YOU to Explore Marc Lester, Presenter Additional Salesforce Labs Resources #SalesforceLabs Day
- 30. myV2MOM Enable leaders to drive alignment within their organization • Keeps everyone working towards the vision • Establishes priorities and what’s most important • Allows managers to track and measure their team’s progress against their goals #SalesforceLabsDay
- 31. 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
- 32. Gantt-Chart For Resource Allocations Built with Lightning Web Components • Manage Resources • Manage Projects • Overview of Resources and Projects • Intuitive UI #SalesforceLabsDay
- 33. Mobile Dashboard List See ALL your dashboards listed and navigate to the one you'd like to see • See and navigate to all your dashboards on mobile • See your most recently viewed dashboards first, then the rest alphabetically #SalesforceLabsDay
- 34. Address Picker Autocomplete for Flow Get address autocompletion available in your flows! • Simple to set up address autocomplete • Grab full address strings • Customizable to your needs • Detailed setup guide #SalesforceLabsDay
- 35. Salesforce Labs Resources 7 Ways to Find Salesforce Labs Solutions • Learn about the 7 ways you can find and learn more about Salesforce Labs. Salesforce Labs Collection • Easily find the newest and most popular Salesforce Labs solutions. All Salesforce Labs Solutions • Performing a search for ‘Salesforce Labs’ on AppExchange will provide a full list of all 250 Salesforce Labs solutions. 8 Salesforce Labs Solutions Customers Love • Learn about Salesforce Labs solutions that are being used “and loved” by actual customers. AppExchange Listings Ways to Find Solutions Solutions Customers Love Learn MOAR about takin advantage of all the FREE Salesforce Labs Solutions #SalesforceLabsDay Find New Solutions 13 New Solutions from Salesforce Labs • Learn about newly listed Salesforce Labs solutions. The Salesforce Labs Evangelist • Meet Sharon Klardie, the Salesforce Labs Evangelist. Salesforce Labs Evangelist
- 36. Landstar Lightning Migration Project Robert ‘Josh’ Joswick, Presenter Highlights from Landstar's recently completed Lightning Migration project
- 38. Community Group Updates and Closing Remarks
- 39. 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.
- 40. Help Raise $10,000 to Support By learning how to volunteer your Salesforce expertise Salesforce will donate $1 to Kiva for every person that completes the trail up to $10,000. Trail: Volunteer Your Salesforce Expertise Help nonprofits make the most of Salesforce and do more good in the world. Be a Pro Bono Hero! ❏ Take the trail: sfdc.co/kivacommunity ❏ Share on social: #ProBonoForce #ProBonoHero #PBW19 #ProBonoWeek
- 41. Upcoming Group Events November – Tentative Networking Event at Dreamforce on Monday, 11/18 from 4:00-6:00 at Mikkeller Bar December – Tentative Joint Holiday Networking Event with all local groups, details coming soon January – TBD February – Joint Dreamforce Global Gathering Event, details coming soon
- 42. #SalesforceSaturday Salesforce Saturday Saturday, Nov 9th 10:30am-12:30pm • Learn how to use Salesforce, train to achieve Salesforce Administrator Certification • Group Leaders: Andy Engin Utkin & Louis Pauza
- 43. Let’s Connect andy@brdpro.com https://brdpro.com/ @enginutkan Andy E. Utkan BRDPro CEO
- 44. Tweet, post and share with #BestOfTDX and #TrailblazerCommuni ty Share Your Learning and Fun! Post, Tweet, and Share with #SalesforceLabsDay #TrailblazerCommunity #SalesforceOhana #ProBonoForce #ProBonoHero #PBW19 #ProBonoWeek @JaxFL_SF_Ohana
- 45. CALL OUT!!! for Speakers We love to have customers present about how they are using Salesforce! Please let us know if you are interested.
- 46. • Two days well-spent September 12th-13th – 30+ Sessions – 3 Session Rooms – 20+ Sponsors – Maybe another Gator? • 300+ Attendees this year • 5 local group members presented!! • 1 Amazingly Fun Networking Event • Follow us on Social Media: Huge Success!!!
- 48. Feedback http://bit.ly/2PeoSp6 QUESTIONS?Marc Lester Marc.Lester@trailblazercgl.com Sr Salesforce Consultant Coastal Cloud Adam Haas Adam.Haas@trailblazercgl.com Salesforce Consultant Coastal Cloud
- 50. Network and …
Editor's Notes
- [Welcome Slide] All Leaders
- Marc to Review Here is the agenda for today. First, we’re going to give you a quick overview of the event Second, we’ll share some admin highlights from TDX Next, we’ll provide an overview of MuleSoft Last, we’re going to give you a chance to win a certification voucher.
- Marc to Review
- If not too many attendees, then ask everyone to introduce themselves. If too many, then ask any first timers to introduce themselves: Name Company How long using Salesforce? How they use Salesforce?
- Marc to Review Salesforce culture is very ingrained in Hawaii – and one of the cool ceremony one can experience there is the E Komo Mai, which means Welcome. Let me take a moment today to welcome all our new members – please stand up – you can see that they are wearing a name tag with an Astro wearing a lei, please be sure to greet them, offer your help and make them feel part of this #TrailblazerCommunity on Day 1
- Marc to Review
- Marc to Review Please make any purchasing decisions based on what’s currently available in the market.
- Marc to Spin Spin Wheel
- Talk Track Thank you Trailblazers. Thank you for participating in this amazing community and joining us for #SalesforceLabsDay and for being part of our AppExchange Ohana. It is because of YOU -- and all of our amazing community -- that the AppExchange has hit over 7 million installs.
- Three things to review today. An Overview of AppExchange & Salesforce Labs How Labs can benefit You, our customers and partners Lastly we can end with some Q & A s
- Key Message: AppExchange is an intelligent, easy-to-navigate ecosystem of third party solutions to extend Salesforce. Talk Track AppExchange is the Salesforce store, it has been part of Salesforce ecosystem since 2006. It’s a faster and intelligent way to find the right solution to extend Salesforce across your business and into every industry. Fun fact: Marc Benioff originally came up with the name App Store, but was good friends with Steve Jobs and let him take the name. Now, AppExchange isn’t just apps. It’s an ecosystem of 4,000 ready-to-install solutions including apps, components, Bolt solutions, Lightning data and Flow solutions. To date, customers have installed more than 7 million solutions. With so many solutions, it’s easy to feel overwhelmed. That’s why we’ve launched intelligent recommendations. Recently, we launched a brand-new, intelligent “Recommended for You” page with a curated list of solutions just for you. Last but not least, we have guided learning paths, so you can learn as you go with Trailhead and content. Transition: Let’s look at the AppExchange solutions in more detail…
- Key Message: AppExchange is an ecosystem of no code and low code solutions. Talk Track As mentioned, AppExchange is an ecosystem of over 4,000 no code and low code solutions. When you come to AppExchange, you’ll find: Apps: Ready-to-install third party applications Components: Building blocks to create your own apps and custom pages with clicks, not code Example: Bring Lightning to life for your users. Customize pages -- your users get the right information in the right place (help with adoption) Lightning App Builder Bolt Solutions: Pre-built templates for Salesforce Communities Example: Usually with an industry focus – Corporations that are running franchises, there's a bolt solution where you can create a portal for your franchise Get you started fast with a system integrator Customer or Partner Community Lightning Data: Pre-integrated data solutions with real-time updates – augment your CRM data with third party data (Dunn and Bradstreet, DataFox) – ensure that all of your data is as up to date as possible Flow Solutions (NEW): We’re excited to announce Flow Solutions, which allows you to connect with, and perform, actions on third-party systems – Flow Actions that you can install. Example: Credit check > If you need to do a credit check at a certain point in your process, you can build that into your process, then kick off a series of steps based on the results Across most of these types - there are partner and Labs solutions - so if you’re looking for a way to get a feel for what these new solution types are, Labs is a great way to started. For instance, if you’re interested in testing out our new Flow Solutions, we have many Labs Flow solutions that you can install for free. Transition: Lets take a look at the Salesforce Labs Program in depth
- Salesforce Labs is a program that lets Salesforce employees share AppExchange solutions they've created with our customer community. These solutions range from simple utilities to entire solutions. Salesforce Labs apps are free to use, but are not official Salesforce products.
- Solve Problems Salesforce Labs help provide quick solutions to problems you are working to solve. Employees share flexible solutions allowing you to customize and extend them to meet your businesses unique needs. These are open source contributions to the Salesforce Ohana by Salesforce Employees and not official Salesforce products. Learn More: Grow your skills by examining how others create solutions. With Labs apps & components you are able to see how Salesforce Employees design solutions based on their experiences with thousands of customers. Their contributions allow you to level up your skills and decrease the time to launch for new initiatives at your organization. Either by unmanaged packages or code on the salesforce labs github you can see the inner workings of these apps & components to enhance your skills. Be Inspired: Explore new features and products with real-world use cases. Get hands-on with new technology that may be the key to providing the solution you need without having to start from a blank page. And even if an App or Component does not meet your specific needs it may give you just the idea you to launch your next big transformation.
- Talk Track Over 30% of the apps on AppExchange are free. You can get started for free with Salesforce Labs solutions. These are free apps and components built by Salesforce employees. Labs are designed specifically to solve common business challenges: for various types of business needs While Labs are ready-to-install, you also have access to the underlying code and can customize Labs to fit your needs Labs are a great way to see what’s new and exciting from Salesforce. We’re constantly launching Labs apps for our new products and features. Salesforce labs has over 250+ solutions available on the AppExchange. Salesforce labs has published 40 new solutions this past year and are on track to publish 50+ solutions this year. One thing that is important to mention is that Salesforce Labs are not official Salesforce Products and are not supported, they are open source solutions created by employees and shared with the community.
- Talk Track There are various ways to connect with Salesforce Labs as well as find Labs solutions for you. Check out @salesforce_labs on Twitter to dive into Labs, and stay updated with the newest solutions. There’s often giveaways and games, so follow along for the fun. You can start engaging today and share your favorite #SalesforceLabsDay moments. Connect with other Salesforce Labs users through community groups, posting reviews, and twitter. You can also connect with us at many of the Events during the year Explore the AppExchange Magazine and the Salesforce Labs App Guide. This offers insights about product specific solutions from Labs. Click on the apps throughout the guides to see their listings and to install. The last page of the guide takes you to the Salesforce Labs collection page. https://www.appexchangeguides.com/i/865371-labs-apps-ebook/0?
- Part of Labs Core Values is having access to the Source Code. All of our packages used to be unmanaged packages, but we had to make some of our apps as managed packages to meet security requirements. Now we are leveraging Github so you can take advantage of the underlying code. Each repository is free to use and modify via Github. Security and TRUST is a big concern here at Salesforce, this means that each individual repo is vetted and approved by our Product Security team. We are able to do this via the open source BSD license. Some of these repositories are even DX ready for those who leverage SFDX.
- Salesforce Labs can also help you make the transition to Lightning. We know driving adoption is hugely important to your role as a Salesforce Admin and moving to Lightning is quickly becoming just as important. 100% of Labs Solutions are Lightning Ready and can increase lightning adoption for your org. Look around the room, the Salesforce Trailblazer Community and your local user group are great resources to connect with and discuss best practices around Lighting Adoption. Understanding what’s worked for other Labs users on their Lightning migration journey can help you continue through the transition process. Transition: Lets take a look at two popular Salesforce Labs apps you might know
- Salesforce Adoption Dashboards is one the most popular Salesforce Labs apps. Great user adoption doesn’t just happen! The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers. This Package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. You can get insight to how your users are using Salesforce and details of adoption of certain features within Salesforce. You can even dive into the adoption of critical sales and productivity enhancers.
- Install lead tracking and opportunity management dashboards instantly within your salesforce.com account, there is no configuration to be done. Lead Dashboards: Track lead counts, general status, ownership, source and conversion information. Allowing you to Understand and manage your inbound lead flow. Opportunity Dashboards: Track closed business for Year/Quarter/Month. Track sales closing trends, win/loss ratios, top revenue generating accounts, industries and much more! Lastly, you can bundle both of these apps with all other FREE Dashboards, by downloading the AppExchange Dashboard Pack. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016ZsfEAE Transition: Now lets move onto how you can take advantage of the Labs Program.
- You got an intro into the AppExchange and Salesforce Labs. You got to learn about the Salesforce Labs program and how you can leverage it as a Trailblazer. Here are three quick ways you can get started today. You can install all the Labs solutions we talked about today and other solutions on the labs category page. Visit our amazing Github with over 100+ repositories so you can access the underlying code. Lastly, connect with us on twitter @salesforce_labs to learn about the latest news and solutions
- Review Instructions
- Marc to Spin Spin Wheel
- The myV2MOM app enables leaders to drive alignment within their organization. Using this app employees can view their leadership's vision and goals, and set their own personal professional goals to be aligned with that of their leaders. Use myV2MOM to define Vision: Defines what you want to do Values: Principles that help you pursue the vision Methods: Actions to take to get the job done Obstacles: The challenges you have to overcome Measures: Measurable results you aim to achieve
- Lead Capture for Marketing Cloud allows brands running demand generation campaigns on Facebook using Lead Ads to automate lead form submissions directly into Marketing Cloud data extensions. Find your best prospects and next great customers from over 2.3 billion people on Facebook and bring those leads automatically into Salesforce so your marketing teams can begin working and closing that potential new business as quickly as possible. Automate the flow of your lead pipeline from Facebook and integrate it into the Marketing Cloud for marketing teams to manage. Leads automatically appear in real time, using a secure connection to Facebook.
- Here is some background into this gantt chart for resource allocation app. The Salesforce Labs team partnered with Lightning LWC product team to build an awesome LWC app for users to take advantage of the latest technology. To get started all you have to do is install this app and you will be good to go. The Labs team actually uses this application internally. They have multiple people working on different projects and this gives us visibility on who's working on what project. It also gives the team an idea how long certain projects are taking, their milestones and when they are expected to be completed. Lastly you can also get an overview of all the projects, resources and allocations. If you have too many results you can use the filter criteria to enhance your search. Gantt-Chart was built to work with 2 core objects with a junction object between them. In the sample code we have Projects and Resources. Resources can be allocated to Projects using the Allocation junction object. This can be adapted to fit any scenario such as, Meetings to Rooms, or Trucks to Deliveries.
- Lead Capture for Marketing Cloud allows brands running demand generation campaigns on Facebook using Lead Ads to automate lead form submissions directly into Marketing Cloud data extensions. Find your best prospects and next great customers from over 2.3 billion people on Facebook and bring those leads automatically into Salesforce so your marketing teams can begin working and closing that potential new business as quickly as possible. Automate the flow of your lead pipeline from Facebook and integrate it into the Marketing Cloud for marketing teams to manage. Leads automatically appear in real time, using a secure connection to Facebook.
- Get address autocompletion available in your flows! This component helps you, and your users make filling in addresses a breeze! It will find address suggestions as you type and upon selection will fill out all the relevant fields for you to make use of however you'd like in your flow. ◆ Simple to set up address autocomplete for your flow! Add it to your screen as a lightning component and use the output attributes however you'd like! ◆ Grab the individual parts of the address or use the full address string how the API provides it. ◆ Customisable to show or hide the map and/or editable address fields. (Using the standard lightning:map tag so no API key is needed for it!) ** Please note this component requires you to supply your own Google Places API key (https://developers.google.com/places/web-service/get-api-key)
- Marc to Spin Spin Wheel
- Marc to Review And all your badges can qualify you also for the other quests – be sure to check Trailhead.com/quests
- Salesforce launched a new Trail to train Salesforce professionals how to responsibly volunteer their expertise with nonprofits and educational institutions that power their missions with Salesforce. Trailblazers will learn: about the products and services available to nonprofits and educational institutions, how nonprofits use Salesforce to power their missions, and how to prepare for and manage a short-term pro bono project how to find a nonprofit, NGO, or educational institution Salesforce will donate $1 for every person that completes the Trail up to $10,000 to Kiva, a nonprofit organization that facilitates crowdfunded microloans to underserved communities. Through Kiva's work, students can pay for tuition, women can start businesses, farmers are able to invest in equipment and families can afford needed emergency care. To date, Kiva has raised $1.3 billion in loan capital for communities around the world.
- Marc to Review
- Marc to Review
- Talk Track: Thank you all again for attending this Global Gathering for TrailheaDX. We hope that you have found it helpful and that you feel empowered to deliver innovation at your company using the Salesforce Platform.