Download to read offline
![Share Records Using Lightning Flow
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/](https://image.slidesharecdn.com/fremontsalesforcecommuitygroup-globalgathering-01172020-200118170748/75/Salesforce-Dreamforce-2019-Announcements-20-2048.jpg)
Uploaded byJayant Jindal
Salesforce Dreamforce 2019-Announcements
- Jayant Jindal is a Salesforce user group lead in Fremont, CA who is certified in various Salesforce credentials and specializes in Quip and Salesforce architecture. - The presentation contains standard forward-looking statement disclaimers about projections, subscriber growth, and other financial and strategic information being subject to risks and uncertainties. - Any new functionality or products mentioned that are not currently available may be delayed or not delivered at all, and purchasing decisions should be based on currently available features.
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Salesforce Dreamforce 2019-Announcements
- 1. Jayant Jindal Fremont, CASalesforce User Group Lead Quip Champion, Certified Application & System Architect, 15x Certified https://www.linkedin.com/in/jayantjindal @jayantjindal Dreamforce 19 Global Gathering
- 2. This presentation maycontain 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. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
- 3. • Check-In :20 min. • Networking Activities: 20 min. • Prize Winner: 5 min. • Presentation: 40 min. • Quiz: 10 min. • Next Trailblazer Session & Q&A: 10 min. • Networking Reception: 15 min. Agenda
- 4. Dreamforce 19- Admin.Presentation
- 5. 3 Key ThemesCovered in the Admin Keynote 1. Champion Productivity
- 6. 3 Key ThemesCovered in the Admin Keynote 2. Deliver Innovation
- 7. 3 Key ThemesCovered in the Admin Keynote 3. Drive Success
- 10. #AwesomeAdmin Trivia What isthe 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
- 11. Admins Are TheHeart of Salesforc e We drive results and deliver business value every day Solve business challenges Create customized solutions Deliver business value Pave the path for others
- 14. #AwesomeAdmin Trivia What isa type of field that contains a linkable value to another record? A. Lookup Field C. LookWhere B. Currency D. Lookinto Field
- 15. Top Breakout SessionHighlights
- 16. Highlights From 9Top 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
- 17. Make Your JobEasier 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 Advanced Reporting Tips & Tricks 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
- 18. Learn About NewReport 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 Advanced Reporting Tips & Tricks for New Admins Aaron Crear @aaroncrear acrear@hat-trickconsulting.com
- 19. Share Records UsingLightning Flow 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/
- 20. Share Records UsingLightning Flow 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/
- 21. Managing and Optimizinga 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
- 22. Celebrate Your Accomplishmentsand 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 Watch Session Online https://www.salesforce.com/video/7829907/ Nana Gregg @nanahg3 Managing and Optimizing a Small Salesforce Admin Team Leveraging Salesforce for Admin Success
- 23. #AwesomeAdmin Trivia What toolwould you use to create an interactive interface for your users? A. Report Builder C. Formula Editor B. Process Builder D. Flow Builder
- 24. The Value ofHaving 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
- 25. Leverage a DedicatedSalesforce 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
- 26. Community Builder TakesYour 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
- 27. Some of theMost 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 Watch Session Online https://www.salesforce.com/video/7791403/ Build an Experience - Why Every Platform App Builder Will Love Community Builder Phil Weinmeister | 7Summits @PhilWeinmeister
- 28. Four Roles ofan Awesome Admin 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
- 29. 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 Four Roles of an Awesome Admin Helpful Resources Protect Your Salesforce Data https://trailhead.salesforce.com/en/content/learn/trails/security 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/innovatio n_salesforce_way Watch Session Online https://www.salesforce.com/video/7830835/ Heather Black, MD of Economic Change CIC heather@economicchange.co.uk
- 30. Automate Repetitive Taskswith 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
- 31. Add Logic toMacros 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/modules/ 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/modules/ service-cloud-agent-productivity/create-a-macro-and- quick-text Considerations for Macros https://help.salesforce.com/articleView?id=macros_consid erations_lex.htm&type=0 Automate Repetitive Tasks with Salesforce Macros David Palmquist @DavidPalmquist
- 32. What custom Fieldtype can you put automatic calculations into? A. Currency C. Formula B. Date D. Text #AwesomeAdmin Trivia
- 33. #AwesomeAdmin Trivia CTI standsfor… A. Cloudy Technology Imagination C. Computer Telephone Integration B. Computer Telephony Innovation D. Computer Telephony Integration
- 34. Why You NeedIt: 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
- 35. How to Installthe 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”
- 36. Step 1: Trackyour 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! That’s so Meta: Document Your Development in Salesforce 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
- 37. Step 3: ReleaseYour 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: https://www.salesforce.com/video/7831010/ 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! That’s so Meta: Document Your Development in Salesforce Carissa Smith Carissa.lucyk@gmail.com
- 38. Keep Blazing Trails! SalesforceAdmins 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
- 39.
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- 43. Build Deliver Continuous Innovationwith the Customer 360 Platform
- 44. New Salesforce MobileApp Build mobile experiences powered by AI
- 45. Open Sourcing LightningBase Components Jump-start UI development Build consistent enterprise-grade UIs with reusable building blocks Extend and contribute Add, change, remove functionality and contribute your changes Learn by exploring Explore source code and see how they are built for speed and scale
- 46. Introducing Salesforce Evergreen •Functions-as-a-Service, Microservices , Managed data stores • Example: When housekeeping marks a room as ready using the employee app, a platform event triggers a Node.js function that uses guest-context to send a tailored real-time notification letting the guest know that the room is ready for early check-in. At the end of the stay, the Salesforce Flow powering the guest checkout can call out to a different function with invoicing details. The Node.js function can use the invoice details and an npm PDF module to quickly generate a bill.
- 47. Introducing Salesforce Evergreen Leverageserverless architecture Create event-driven apps using functions and microservices patterns Combine code and low-code Write functions in Node.js, Java and Apex and leverage them in low-code builders Scale elastically Build customer and employee apps with elastic compute powered by Kubernetes Build with functions and microservices
- 48. Connect Deliver Continuous Innovationwith the Customer 360 Platform
- 49. Introducing the SalesforceAPI Portal Discover Salesforce APIs in one place Learn with interactive documentation Engage with the ecosystem Connect everything with APIs
- 50. Create Smart ConnectedExperiences Einstein Vision & Language Build and integrate your custom models with clicks Einstein Multi-Language Analyze written text, now in six languages Einstein OCR Identify text in images, associated entities and tables Einstein Voice Create your own voice skills and deploy to any device PILOT PILOT BETA
- 51. Connect Partners ina Trusted Way Salesforce Blockchain
- 52. Manage Deliver Continuous Innovationwith the Customer 360 Platform
- 53. Build, run, andtest Lightning Web Components locally Introducing Local Development
- 54. Introducing Lightning FullSandbox Create in minutes Refresh on demand Quickly clone
- 55. Introducing Data Mask Anonymizesensitive data in test environments Test without exposing protected data Meet compliance requirements Increase productivity
- 56. Monitor unexpected behaviorsas they happen Introducing Real-Time Event Monitoring Prevent data loss Avoid activities like illegitimate queries, reports, and data export Configure policies Create targeted transaction security policies with clicks or code React in real time Define actions like blocking, notifying, and two factor authentication
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- 61. TRAILBLAZER SESSION • IdentityManagement • Quip
Editor's Notes
- #6 Talk Track: The keynote addressed how Admins are empowered to: Champion Productivity Deliver Innovation, and Drive Success Each of the above sections featured a story about an #AwesomeAdmin and how they are transforming their career, company and community. Additionally, there was a also a demo to showcase some of the features available to Admins to allow them to achieve success using Salesforce. Let’s now take a look at some of the key takeaways from each of these sections, starting with Champion Productivity, which was presented by Mike Gerholdt, Senior Director of Admin Evangelism at Salesforce. In this section, Mike introduced Zarina Varley Scott, an #AwesomeAdmin based in Toronto, Canada: At her company, Imperial Capital, Zarina uses Salesforce to champion productivity by streamlining reporting solutions, creating AI driven processes and building mobile first custom apps. Zarina started using Salesforce in 2017 - she now has 160 badges and is a Trailhead Ranger. She believes that with hard work and dedication, it’s possible for anyone to build a successful career in technology. She is also doing amazing things in the community, she’s the Toronto Women in Tech Community Group Leader, a True North Dreamin’ Event Organizer, and also a Lightning Champion, helping to empower others to succeed. - In this section, Mike also spoke about some of the amazing tools you can use to champion productivity and make it easier for your users to get the job done - like the new Salesforce Mobile App, Einstein Search, Salesforce Blockchain and Salesforce Object Creator. He then presented a demo to deep dive into these features, among others.
- #7 Talk Track: Let’s now take a look at some of the content covered in the Deliver Innovation section which was presented by LeeAnne Rimel, Principal Admin Evangelist at Salesforce. In this section, LeeAnne introduced Steve Harris, an #AwesomeAdmin based in Daytona Beach, Florida At his company, Costa, he uses Salesforce to deliver innovation by integrating B2B and B2C customer experiences, building automation driven by flow and creating a sales process that is powered by artificial intelligence. With his dedication and passion for learning, Steve has built a successful career in technology - he has more than 550 badges on Trailhead and is 5 times Salesforce Certified! Steve is also doing amazing things in the community, he’s the Daytona Beach Community Group Leader, and also a Florida Dreamin’ Team Member. - In this section, LeeAnne also spoke about some of the amazing tools you can use to deliver innovation. - like Flow Builder, Notification Builder, Einstein Voice Assistant, and Customer 350 Data Manager. She then presented a demo to deep dive into these features, among others.
- #8 Talk Track: Let’s now take a look at some of the content covered in the Drive Success section which was presented by Josie Chiles, VP of Admin Relations at Salesforce. In this section, Josie introduced Karene-Sean Hines, a Trailblazer based in Boston: Karene-Sean Hines is the executive director and founder of Pi-Tap, an organization based in Boston that is helping fight poverty and end homelessness by teaching mothers and their teenage children in-demand Salesforce skills. Josie spoke about how Karene is helping others to transform their careers in the Salesforce eco-system - In his section, Josie also spoke about some of the amazing tools you can use to drive success at your company – like the Lightning Usage App, Mobile Usage App and Salesforce Optimizer App. She then presented a demo to deep dive into these features, among others.
- #9 Talk Track: Josie also spoke about how #AwesomeAdmins are building successful careers in technology - and how they are doing this by building a skill set that is in high demand - a skill set consisting of both business and technical skills. When #AwesomeAdmins bring together their Salesforce skills, with their business skills, with their technical skills, with their communication skills and industry expertise - this creates a really unique profile that is helping them build a successful career in technology.
- #10 Talk Track: Josie also spoke about how #AwesomeAdmins are driving results and delivering business value every day: Admins are automating processes, making them more efficient. In fact, each day on the platform there are 10 billion flow processes. Admins are building powerful reports and dashboards to drive insights and provide increased transparency. These reports are run 60 million times each day. And with mobile, Admins help give users the freedom and flexibility to do their job wherever they are. There are now more than 700K daily active users on the Salesforce mobile app.
- #11 Correct Answer: D. Report Builder
- #12 Talk Track: Salesforce would not be what it is today without the passion and dedication of Salesforce Admins. Admins are the heart of Salesforce - every day they are driving innovation at their companies and creating that all important 360 degree view of both their business and their customers. Admins are using Salesforce to do incredible things: creating customized solutions to solve business challenges, and delivering real business value to help their colleagues and fellow Awesome Admins succeed. Admins are also paving the path for others and helping them grow in the Salesforce economy.
- #13 Talk Track: Part of being an #AwesomeAdmin is learning about what your organization needs, and how Salesforce can be used to help support organizational goals, For example: Learning about the company mission, values, and competition Leadership goals and measures How customers engage How users get productive
- #14 Talk Track: There are also some core Admin responsibilities that all Salesforce Admins should work to master, including: User Management Data Management Security Actionable Reporting
- #15 Correct Answer: A. Lookup Field
- #17 Talk Track: - Now we are going to give you a very quick overview of 9 of the top Breakout sessions for Admins at Dreamforce ‘19.
- #18 Talk Track: Aaron Crear gave a presentation on Advanced Reporting Tips & Tricks for New Admins, here are a few key takeaways from his session: 1. 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 ways Custom Report Types - Used for more complex reports on related objects 2. 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
- #19 Talk Track: 3. Learn About New Report Features: - Field-to-Field Filters - Filter reports based on comparisons to other fields - Eg. Show Campaigns with actual cost > budgeted cost - Unique Values - Quickly see how many unique objects are in your report - Eg. How many Accounts are in an Opportunity Pipeline - Row-Level Formulas - Reduces the need for formulas fields on objects - Eg. Days to Close = Closed Date – DATEVALUE(Created Date) Resources Talk Track: Here are a bunch of resources Aaron suggests to learn more about sharing records and Lightning Flow, please check them out.
- #20 Talk Track: Katharine Anderson gave a presentation on how to use Lightning Flow to Share Records, with a step by step guide on how to set it up in your org. 1. What is Sharing via Lightning Flow - Lightning Flow gives you the ability to share a record with a user automatically. This sharing option allows greater flexibility and is more targeted than other options that control record access (such as Sharing Rules and Account/Opportunity Teams). Plus, it’s faster than manual sharing. 2. Is Lightning Flow right for your use case? - However, Lightning Flow isn’t the right solution for every use case. This is most useful when you need to give record access to a user based on their role on that specific record. Work with your stakeholders to determine what level of access that record role needs.
- #21 Talk Track: 3. Setup Lightning Flow - Katharine then demonstrated how to set up a lightning flow to automatically share a contract with the contract’s router. Once you’ve set up the Lightning Flow, make sure to activate both the flow and the process, and then test thoroughly. Then you can deploy to production! Resources Talk Track: Here are a bunch of resources Katharine suggests to learn more about sharing records and Lightning Flow, please check them out:
- #22 Talk Track: Nana Gregg gave a presentation managing and optimizing a small Salesforce Admin Team: 1. Use Salesforce – the Tool You Love Since you spend all day in Salesforce and you are an Awesome Admin, use Salesforce to make your life easier and simplify administration. Create dashboards for yourself and your users to help them track data quality issues. Another option is to create subscribed reports that are emailed when certain data conditions exist. Proactively monitor data quality and emphasize the importance of data quality with your user community. Automate routine tasks to save yourself time. For example, when you add a new currency you need to add all of your products in the new currency. That can be done with a flow in less than a second. Similarly, when you add a new product, it has to be added in all currencies. Using a Flow Screen you can enter the product once and let the flow add the product to the appropriate Price Books in all of your active currencies. (It is also a great way to practice and learn tools like Flow!) Take advantage of cases to manage your own Salesforce Help Desk. You can also use Record Types to track Projects and Tasks, all within the Case Management process. Email to case can help your users easily submit requests for assistance. 2. Track and Document Your Efforts To help manage your work and analyze your performance, find ways to track what you do. If you use Flow and Process Builder, you can create a very simple subflow that populates a custom object every time the flow or process is executed. Get metrics on who is using automation and when, and even estimate the time saved by each automation. Track everything in Salesforce – anything that you need to track or manage can be managed in Salesforce, then you can report on it and easily get to key information. We wanted to track all of our training interactions so we created two simple objects, Training Classes and Trainees, and we can see who we trained, when, for how long, ensuring we are delivering the right training to our users. If you implement cases you can track very valuable metrics on case volumes, source/cause of cases, which groups/users submit the most cases, etc. This can help you target training or system improvements to improve the user experience.
- #23 Talk Track: 3. Celebrate Your Accomplishments and Promote Your Value Now that you are using Salesforce to manage and track your admin work, leverage the data in Salesforce to celebrate your successes. When it’s time for your annual review, show your manager a dashboard of everything you’ve done – time saved via automation, cases closed, training delivered, system changes completed, reports and dashboards created, users onboarded, etc. Always think of how you can track and promote all of your hard work. This data can also be critical when requesting additional staff. If you can demonstrate a growth in the number of cases, or headcount growth, etc., you can more easily make the argument for additional headcount. Run your Salesforce Admin team like your company runs the business – focus on measurable outcomes to make decisions. Resources Talk Track: Trailhead is an awesome resource for learning the topics included in this presentation. We’ve included three good places to start learning Case Management, Process Builder, and Lightning Flow. The Trailblazer Community is always a good place to ask for assistance or brainstorm ideas.
- #24 Correct Answer: D Flow Builder
- #25 Talk Tack: Greg Poirier gave a presentation about the value of having a dedicated Integration User: 1. Organizations can expand the value they get out of Salesforce via integrations. However, there are security and data integrity considerations: - Integration users are an Admins best friend. Marketing Automation, Customer Support, CTI, Enrichment tools - all examples of where you want to use an Integration User. 2. What does full admin access mean? Should a 3rd party application be able to: Create or deactivate your users Delete records Reset user’s passwords Be able to login as any user Create new permission sets and assign them It isn’t a question of trust. It is all about decreasing risk.
- #26 Talk Tack: 3. How do you create an Integration User? It is a three step process Create a Profile User creation Testing and safe migration Resources Talk Track: Here are a bunch of resources Greg suggests to learn more.
- #27 Talk Track: Phil Weinmeister gave a presentation about Community Builder: 1. Community Builder Takes Your Building Capabilities to a New Level (and it’s fun) If you like Lightning App Builder, awesome! But are you aware of the ultra-robust tool, Community Builder? It basically does it all. First of all, it has tons to get you started quickly…specifically, you can choose from numerous components, themes, templates, and bolts when building a community. It goes well beyond a page-level editor, allowing control and configuration of analytics, security, language, navigation control, devices, and global settings 2. Mastering Community Builder Opens Up A Whole New Salesforce Career Path Many of you may never have touched communities on the Salesforce platform. There really hasn’t been a better time to start exploring that area. Communities are the center of the “Digital Experience Platform” and will serve as the layer of interaction for many solutions going forward.
- #28 Talk Track: 3. Some of the Most Exciting Mew Features Are Available in Community Builder Not only is Community Builder super easy to start using right away, it has some wicked innovation that you’ll want to check out. Have you seen the power of audiences & personalization in Communities. It’s a must-see feature! Resources Talk Track: Here are a bunch of resources Phil suggests to learn more.
- #29 Talk Track: Heather Black gave a presentation about the roles of an Awesome Admin: 1. 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 2. Step 2 – Look After the Health of Your System - Undertake Your Health Checks Critical updates Optimizer reports Health checks and new releases - Up a Support Desk Use the Service Cloud and Console to manage requests from users whether it’s fixes, health checks or development work -
- #30 Talk Track: 3. 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 4. Step 4 - Empower Your Users Learn about the products, features, and value of Salesforce Train your team Create Salesforce champions at your company Resources Talk Track: Here are a bunch of resources Heather suggests to learn more.
- #31 Talk Track: David Palmquist gave a presentation about how to Automate Repetitive Tasks with Salesforce Macros: 1. Why Use Macros? Macros are good for manual tasks that can be completed via a process builder or a work flow. Macros are an Ad Hoc process and require an initial human decision to run. 2. How to Create Macros Macros easy to create and modify. You can modify any field that has a dashed border on is blue when you mouse over it
- #32 Talk Track: 3. Add Logic to Macros A macro is basically a formula that if it evaluates to true then the instructions will run. If there is no logic then the instruction will run. Resources Talk Track: Here are a bunch of resources David suggests to learn more.
- #33 Correct Answer: C- Formulas
- #35 Talk Track: Jeremiah Dohn gave a presentation about how to Accelerate Adoption Using the App “Quick Actions Everywhere”: 1. 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. 2. 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
- #36 Talk Track: 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! Resources Talk Track: Here are a bunch of resources Jeremiah suggests to learn more.
- #37 Talk Track: Carissa Smith gave a presentation the steps to build a Development tracking tool that truly rocks! 1. Step 1: Track your User Requests: Step 1 is something most admins probably do already (and it’s widely talked about in salesforce circles. Tracking requests from users on Cases (a separate Record Type from the ones your users use) or some other custom object is a great way to organize your work. Grouping Cases into releases helps when you plan to release multiple pieces of work at once. 2. Step 2: Track your Development as You Go: - This is the true “meat and potatoes” of the solution, and I highly encourage anyone who is interested to view the full Dreamforce session and PowerPoint because it walks through this in much more detail. Essentially you create a rolodex of Components in the org (anything you would add to a change set when deploying a release) and then link those to your User Requests with Component Changes. This creates a library that shows you everything that exists in your org and when/how/why it was changed over time.
- #38 Talk Track: 3. Step 3: Release Your Changes with Peace of Mind: When you get ready to build change sets for a release, you have all the information at your fingertips to make it go smoothly. A report of all the changes you’ve made shows you what Components need to be added to your change set. Group it by Type (the items in the picklist when adding to change set – Action, Custom field, Report, etc.), and creating your change set will be a breeze! Amazing Benefits of this Approach: There are other benefits of tracking your development this way, and these are just a couple teasers. Resources Talk Track: Here are a bunch of resources Carissa suggests to learn more. The tools here are mostly free productivity tools that really help make the entire deployment and tracking experience much smoother. I recommend googling each (they are easily searchable) and checking out their features!
- #39 Talk Track: - Here are some way that you can keep blazing trails to learn more: 1. Visit the Salesforce Admins Website admin.salesforce.com Access to blogs, podcasts, webinars & more 2. 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 3. Visit the Trailblazer Community sforce.co/AdminTrailblazerGroup Join thousands of peers in the Admin Trailblazers Chatter Group 4. Watch the Full DF19 Admin Keynote https://www.youtube.com/watch?v=PsWaWMpvMw0
- #41 Talking points: Customer expectations are rising. Apps are everywhere and becoming ambient. They are getting smarter and more integrated. Today you can talk to your smart television and thermostat. Using your phone, you can send directions to your car, and then use your car’s Autopilot app to drive you there. This is happening! Users expect these smart, connected, and integrated experiences everywhere, in their personal lives and in their professional lives.
- #42 Talking points: But these experiences are hard to build We need to bring together the latest innovations like AI, Voice, Vision and Blockchain into a cohesive experience These experiences need to be trusted and guarantee data privacy We need ALM workflows to deliver that innovation continuously That’s hard. That’s a lot of infrastructure to implement and to wire together And while we’re doing that, we’re not delivering innovation to our businesses To solve these problems, and make it easy to create trusted, smart and flexible experiences...
- #43 Talking points: ... Salesforce provides the Salesforce Customer 360 Platform The Salesforce Customer 360 Platform brings together all the pieces we need to build modern apps in one integrated platform It’s the same platform we use to build the Customer 360 apps, like Sales, Service, Marketing, and Commerce. And we can use that platform to build our own apps! [Transition] Let’s look at what Salesforce is doing to help us Build, Connect, and Manage our apps to deliver continuous innovation
- #44 Talking points: First, let’s go over some amazing new features that will allow us to build innovative apps faster than ever.
- #45 Talking points: … to help us build engaging and smart mobile experiences. Salesforce announced the general availability of the new Salesforce mobile app. The Salesforce Mobile app has a brand new experience. It has an app launcher that allows us to load and use the same apps we use on the desktop It’s smart: We can use Einstein Voice Assistant (which is in Pilot) and Einstein Analytics And it’s customizable with clicks and code: we can now have Lightning Web Components everywhere, including on the record home page [Transition] Let’s talk about Lightning Web Components...
- #46 Talking points: Lightning Web Components allows us to build engaging experiences with modern Web Standards. That’s great for our apps, and it’s also great for us developers, because we get to work with the latest and greatest technologies Salesforce launched Lightning Web Components earlier this year, and at TDX they open sourced the LWC framework And as part of their continuous support for open source, they announced that they are open sourcing the Base Lightning Components, which is the component library built on top of Lightning Web Components. This means that we can jump start our existing UI development with UI building blocks; and they launched with over 50 Base Lightning Components We can extend existing components and contribute our code And we can learn or develop best practices by exploring the source code [Transition] To build engaging experiences it’s helpful to have a common framework like LWC. It is also helpful to have a common platform to build these experiences on...
- #47 Talking points: Source: https://developer.salesforce.com/blogs/2019/11/introducing-salesforce-evergreen.html
- #48 Talking points: … Which is why Salesforce is introducing Salesforce Evergreen Evergreen will bring together the best of the Lightning and Heroku platforms With Evergreen we can build contextual experiences with Salesforce Data at scale We can build these experiences using microservices or functions using familiar languages like Node.js, Java and Apex And we can build these experiences with code or clicks. For example, we could invoke an Evergreen function written in Node.js from a Flow, from a process, and the ability to innovate with even more open source libraries. --A new Heroku Runtime that is tightly integrated into Salesforce Core The unique combination of serverless, elastic container technology and seamless access to customer data and low-code business logic makes Salesforce the obvious place to build and run the differentiated digital experiences that impress your customers, partners and employees
- #49 Talking points: Next, we’re to explore how we can leverage the platform to create connected experiences with applications that connect everything. As developers we need to make all these connections come to life in the apps we build. But how do we create apps that connect everything? [Transition] Of course, we use APIs!
- #50 Talking points: Now Salesforce has a lot of APIs So many, that it’s sometimes difficult to keep track To help us with that, they’re introducing to the Salesforce API Portal It allows us to discover all the Salesforce APIs in one place To learn about all these APIs with interactive documentation We can try mock and production endpoints in-place, from within the portal And we can engage with the ecosystem through forums Stay tuned for more information in 2020 regarding when the Salesforce API Portal will be available [Transition] When we create connected experiences, we want them to be smart…
- #51 Talking points: And to help us create smart connected experiences, Salesforce has added new Einstein UI and APIs There’s the Einstein Vision and Language app available now on AppExchange which we can use to build and integrate models with clicks Einstein Multi-Language is now Pilot and allows you to analyze text in six languages (intent and sentiment) Einstein OCR allows you to identify text in images Einstein Voice allows you to create your own skills that you can deploy to any device [Transition] But there’s even more new technology out there to help us build connections
- #52 Talking points: You can also connect partners in a new way: Using Blockchain! Blockchain allows you to create networks of partners who can use a distributed data model to record digital transactions in a trusted, immutable way Blockchain is a great technology but it can be hard to implement That’s why we introduced Salesforce Blockchain at TrailheaDX and it’s now Developer Preview! Salesforce Blockchain makes it easy to build networks with clicks. That means you can focus on building your blockchain app, not on implementing blockchain infrastructure Because blockchain objects are exposed as regular Salesforce objects, you can leverage the Salesforce platform: you can build blockchain apps with LWC, Flow, Einstein, Bots, and more. And because the Salesforce Blockchain can be accessed from Salesforce or any other platform through APIs, it is easy to engage partners and connect applications whether they are on platform or not
- #53 Talking points: Building innovation is great. But delivering it to our users is better. Let’s talk about how Salesforce is making it easier for us to manage our application lifecycle and deliver innovation continuously As we all know, an application is never really “done” We need great tools to deliver innovation continuously [Transition] Development starts with us, the developers, behind our laptops writing code.
- #54 Talking points: … and to help us build, run, and test our Lightning Web Components locally, Salesforce recently introduced the Local Development Server. With the Local Development Server, we can iterate quickly when developing Lightning Web Components No need to deploy our changes to an org. We can run them locally on the local server running on localhost It’s super exciting and I can’t wait to show it to you in the demo [Transition] of course, when you are done with local changes, you probably want to test them in a sandbox with all your data...
- #55 Talking points: … and to create these flexible test environments, Salesforce announced a new type of Sandbox: the Lightning Full Sandbox. Lightning Full Sandboxes can be created in minutes with a full copy of your data And they will feature refresh on demand, as often as you want… and it only takes minutes It’s a great step forward towards more flexible development environments [Transition] Testing your app with all data in a sandbox is great, but there is data you may not want to expose to everybody testing your application in the sandbox... 29 days refresh interval, Automatic anonymization of data using Salesforce Data Mask
- #56 Talking points: … That’s why, they introduced Salesforce Data Mask, a new feature that allows us to anonymize sensitive data. With Data Mask, we can build, test, customize our apps with all data and without exposing sensitive data This helps us to meet compliance requirements and it helps us increase productivity by removing what is usually a tedious process: with Data Mask, you can anonymize data automatically on Sandbox Creation and Refresh, or manually in an existing sandbox [Transition] Protecting data in your sandbox is great...
- #57 Talking points: … but we need a way to prevent unexpected activities in production, like let’s say exporting contacts or opportunities. Salesforce announced new Real-Time Event Monitoring features, so we can create targeted transaction security policies to avoid data loss We can configure these policies declaratively (using Condition Builder), or programmatically using Apex And we can define actions that we want to take place when these conditions happen. For example, you can block the user, notify admins, or even require two factor authentication. [Transition] That sums up the announcements, let's cut to a couple of demos. One on LWC Local Development, and another that will make your Apex more secure.
- #58 The first demo shows how to get up and running and use LWC local development. The second demo shows a new feature not discussed in the slides to make your Apex code more secure when invoked from a JavaScript client such as LWC. There are two demos that last 20 minutes in total. Please set aside at least 30 minutes to set up these demos. Be sure to practice your demo ahead of time. Lightning Web Components Local Development (set up time: 20 minutes, demo run time: 15 minutes) Demo script: https://salesforce.quip.com/n5L4AH600aBb The Apex ‘stripInaccessible’ method (set up time: 10 minutes, demo run time: 5 minutes) Demo script: https://salesforce.quip.com/sbDWAebJrQrK
- #63 Thank you so much!