5. What’s It All About?
Excitement
• Build Your Schedule
• Build Your Itinerary
• Discovery
6. What’s It All About?
Excitement
• Build Your Schedule
• Build Your Itinerary
• Discovery
7. What’s It All About?
Excitement
• Build Your Schedule
• Build Your Itinerary
• Download the app
• Try and understand where
everything is located
Ohana - Connections
9. Dreamforce Takeaways
Connect With People
• Talk to people in queues
• Be Open to New Experiences
• Ask Questions
• Give Feedback
• Exhibition Hall
Be Prepared
• Comfy Shoes
• Get Ready to Walk
• Know What You Want From Dreamforce
• Take in a Keynote or Three
• Must Do’s
Connections - Ohana
11. Michelle Gallagher, Associate Director PwC
Dreamforce ‘19
Thoughts from a wandering mind
michelle.l.gallagher@pwc.com
12. About me
- Salesforce enthusiast
- Former Wellingtonian
- Past SF Lead at BNZ /
Fonterra
- Varied background incl
NFP, Arts, HR
- Passionate about
efficiency, Star wars and
greyhounds
13.
14.
15.
16. Dreamforce - Top Tips
- Do not try to do everything
- Be flexible
- Take advantage of the free food and transport
- Meet people and don’t be afraid to talk to strangers (or super
stars!)
- Compare notes
- Have fun
17. Dreamforce ‘19 - Top Takeaways
- Eddie Vedder is truly awesome
- Daenerys Targaryen is not just a pretty face
- Things just keep getting better
- I can no longer keep up with all the parties!
- Everyone is here to learn something
Most excited about these developments:
- Einstein Voice
- Service Voice, incl Transcription
- Consumer goods cloud
- Sustainability Cloud
- Find more at Salesforce Live
18. Anna Loughnan, Customer Success Manager, Todd Digital
Quick Dreamforce Summary &
other Exciting News
Refer to slide deck in the meeting info for links
Aloughnan@todd-digital.com
@wellywoodanna
27. Top Admin Breakout Session
Highlights
Check out this slide deck for video links
28. Make Your Job Easier with
Powerful Features
Cross Filters
Quickly identify records with or without
related records
Power of One
Allow objects to count themselves, use
in other formulas
Custom Report Types
Used for more complex reports on
related objects
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
29. Learn About New Report Features
Field-to-Field Filters
Filter reports based on comparisons to other
fields. E.g. Show Campaigns with actual cost
> budgeted cost
Unique Values
Quickly see how many unique objects are in
your report. E.g. Show how many Accounts
are in an Opportunity Pipeline
Row-Level Formulas
Reduces the need for formulas fields on
objects E.g. Days to Close = Close Date –
DATEVALUE(Created Date)
Helpful Resources
Watch Session Online
https://www.salesforce.com/video/7790761/
Trailhead
https://sforce.co/2pna6Sg
Blog
Reportforce.Blog
Advanced Reporting Tips & Tricks
for New Admins
Aaron Crear
@aaroncrear
acrear@hat-trickconsulting.com
30. Managing and Optimizing a Small
Salesforce Admin Team
Use Salesforce – the Tool You
Love
Use Dashboards and Subscribed Reports
to monitor org health and data quality
Use Process Builder and Flow to
automate routine, tedious Admin tasks
Use Cases with Record Types to track
support, tasks and projects
Leveraging Salesforce for Admin Success
Track and Document Your Efforts
Track your automations with a simple subflow – estimate hours saved and
monitor usage
Create Custom Object(s) to track key Admin tasks, like training delivered,
system modifications, etc.
Use case data to identify trends,
problems, opportunities, etc.
Nana Gregg
@nanahg3
31. Celebrate Your Accomplishments
and Promote Your Value
Use the data gathered from automations,
cases, or other processes to demonstrate
the value you provide
This data can also be essential when
requesting additional headcount
Helpful Resources
Create a Process for Managing Support Cases
http://bit.ly/SupportCasesDF19
Quick Start: Process Builder
http://bit.ly/ProcessBuilderDF19
Business Process Automation
with Lightning Flow
http://bit.ly/FlowDF19
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
32. Four Roles of an 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
33. 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
35. Open Sourcing Lightning Base 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
36. Introducing Salesforce Evergreen
Leverage serverless 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
37. Introducing the Salesforce API Portal
Discover Salesforce APIs in one place
Learn with interactive documentation
Engage with the ecosystem
Connect everything with APIs
38. Create Smart Connected Experiences
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
39. Build, run, and test Lightning Web Components locally
Introducing Local Development
41. Introducing Data Mask
Anonymize sensitive data in test environments
Test without exposing protected data
Meet compliance requirements
Increase productivity
42. Monitor unexpected behaviors as 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
Presentation description:
Today we’ll review all the great announcements from the Dreamforce 2019 Salesforce Developers Keynote. The theme from this year was all around how we can deliver continuous innovation with the Customer 360 Platform, from building apps fast, to connecting to the right data, apps, and services, and finally how we can streamline our application lifecycle management, followed by a couple demos we’re excited to show you today.
Talk Track:
Here is the agenda for today.
First, we’re going to share some highlights from the Admin Keynote – the main event for Admins at Dreamforce.
Second, we’ll share some highlights from the Admin Super Session.
Last we’re going to give you a high level overview of 9 of the top breakout sessions for Admins.
We’ve also got some FUN trivia sprinkled throughout the presentation!
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
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.
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.
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.
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 UsersAgree 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 CheckMydomain
2. Step 2 – Look After the Health of Your System
- Undertake Your Health ChecksCritical updatesOptimizer reportsHealth checks and new releases
- Up a Support DeskUse the Service Cloud and Console to manage requests from users whether it’s fixes, health checks or development work
-
Talk Track:
3. Step 3 – Make the Most of Salesforce
Find Out What the Organization NeedsUse 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 SalesforceTrain your teamCreate Salesforce champions at your company
Resources Talk Track: Here are a bunch of resources Heather suggests to learn more.
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...
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.
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…
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
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...
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...
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...
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.