The document summarizes a Meetup event for the Salesforce Administrators Group in Barcelona, Spain on October 2023. The agenda includes presentations on dynamic actions in App Builder, Einstein GPT Trust Layer at Dreamforce '24, and stories about bad practices when developing on the Salesforce platform. The document also provides information on the Meetup organizers, sponsors, and a networking session for attendees to connect and discuss mentorship opportunities and skill development.

1. Meetup
October 2023
Salesforce Admin Group
Barcelona, Spain

2. Agenda
● 18:30 Welcome & Sponsor
● 18:55 Dynamic Actions in App Builder
● 19:15 Dreamforce ’24: Einstein GPT Trust Layer
● 19:40 Food & Networking
● 20:15 Closure

3. Salesforce Administrators Group
Barcelona
2019
2020
2021
2022
Here we are
for you.
2023

4. Admin Group - Barcelona
New Whatsapp group for our group members
in Barcelona - join us here:
https://chat.whatsapp.com/GHuZU3Q3LJPGxd4
sHTsMGG
● Please Don’t Spam others
● Let’s help each other:
○ Job offers in Barcelona
○ Technical or functional questions
○ Looking for a mentor
○ Proposing informal afterworks!

5. Our Sponsors
Hall of Fame
Toni Pérez
CEO

6. David Sánchez Carmona
● 3.5+ years expanding Salesforce applications at The
Hotels Network (Barcelona)
● 11x certifications - Application Architect & CPQ
● 660+ badges in Trailhead
● Salesforce Trainer
● MuleSoft Mentor

7. Halloween Horror Stories
Escaping the Maze on the Salesforce core platform
The Maze
of the
Order of
Execution

8. Halloween Horror Stories
Bad practices when configuring or developing on Salesforce core platform
Too many
fields per object
Scary because…
- Poor user adoption
- Poor architecture
- Higher Technical Debt
No fear to…
- Ask “Why” - challenge every request
- Say “No” - delete cases
- Very few Admin users
An Apex Class is
always better
Scary because…
- Salesforce is expensive if
your mostly programming on
it only
- Custom code isn’t
benefiting from new
releases, you have to
maintain it
No fear to…
- Find a balance between custom code
& declarative tools
- Re-factor your solutions under the
light of a new release:
- Visualforce-Aura-LWC
- Workflow-Apex-Process-Flow
Builder)
- Visualforce, Record Types, LWC,
Screen Flow, Dynamic Forms

9. Aleix Vila
● 10 years as Salesforce official Instructor
● Senior Trainer at K2 University
● 8x Salesforce/Omnistudio/Marketing Cloud certified
trainer
● Qualtrics certified trainer
● Automation Anywhere certified trainer
● SAFe Practicioner certified

10. ● Control when a
component appears on
a Lightning page by
adding filter conditions
to its properties in
Lightning App Builder.
● For App, Home, and
Record pages filter on
user, user permission,
or device.
● For Record pages also
filter on fields.
Dynamic Lightning Pages
10

11. Dynamic Forms
● A more flexible alternative to the
Record Details component in
Lightning App Builder.
● Place fields and sections
wherever you want without
using the page layout editor.
● Improve performance by putting
fields and sections into
accordion components or tabs.
Apply visibility rules to individual
fields and sections
11

12. Section and Field Management with Dynamic
Forms
New Field Section
component
New Fields tab
Arrange
fields as
desired!
NOTE: NOTE: Dynamic Forms are supported on record pages for custom objects, Case, Lead, Account, Person
Account, Contact, and Opportunity.
New Individual Field
components
12

13. Migrate Existing Pages to Dynamic Forms
● For existing record pages, click
the Record Detail component in
App Builder to access the
migration wizard.
● The wizard takes the fields and
sections from the page layout
you choose and automatically
adds them to your page
● The Record Detail component is
automatically removed.
NOTE:
NOTE: For new pages, simply drag field section components and fields onto the page.
13

14. Dynamic Forms and Mobile
● The new Field Section
component and the individual
Field components are desktop-
only.
● Use the new Record Detail –
Mobile component to give
mobile users access to record
detail information.
● This component is
automatically created by the
migration wizard.
14

15. © All Rights Reserved by PlumCloud Labs. Do not distribute, share or reproduce without permission.
Lightning App Builder Features
● Dynamic Actions
○ Place button or action on Lightning record page (Highlights Panel)
○ Can appear based on criteria
● Dynamic Related Lists
● Dynamic Forms
● Dynamic Interactions
○ One component can affect another
○ Requires coding: Need to work with Developer
15

16. What are Quick Actions?
DEFINITION: Quick Actions allow users to create records, update records, log calls, and more. They
appear in the Global Actions menu, on record pages, and on the mobile action bar.
16

17. What Can Quick Actions Do?
● Let users
create
records.
● Respect
validation
rules and
required field
settings.
● Let users save
phone call
information or
other
customer
interactions.
● Saved as
completed
Tasks.
● Let users
make changes
to a record
from the
record page.
● Must be
object-
specific.
● Invoke Lightning
component,
Lightning Web
Component,
Visualforce page
● Object-specific
only: Flow
● Global only:
Canvas app
Create
Actions
Log a Call
Update
Actions
Custom Actions
17

18. Object-Specific Quick Actions
Automatically
associated with
related records.
Update Actions
Custom Actions
Log a Call
Create Actions
Send Email
18

19. Hina Kausar
● Originally from the Silicon Valley of India, Bangalore
● 2.5 years of living in the beautiful city of Barcelona
● 4 years in total working and enjoying the Salesforce
ecosystem
● Solution Architect at Nestlé
● 4 Salesforce Certifications
● Avid book reader and a “wanna be” motivational
speaker

26. Food & Networking - Time to mingle!
“It takes a village to…raise a Salesforce professional”
● Connecting local Mentors & Mentees (commitment of 4 sessions of 30 min
each to give career orientation, improve skills, …)
○ Looking for a Mentor or Mentee?
● You tell us - What do you need to improve your skills & deliver better
applications in Salesforce?
DM me here:
david.sanchez.carmona@trailblazercgl.com
Also in the new Whatsapp group!