#TDXRecap India tour July 2017 slides from talks

1. Einstein Platform Services
Vision & Language
Easily embed deep learning models into your apps

2. Agenda
Deep Learning Einstein Vision Einstein Language

3. Agenda
Deep Learning Einstein Vision Einstein Language

4. `
Three Ingredients Are Leading to AI’s Exponential Growth
Data Algorithms Compute

5. `
ERP
IoT
CRM
The Explosion of Data Is Both Structured and Unstructured
Structured Data Unstructured Data
Text
Image
Voice

6. `
New Types of Data Require
Advanced AI Techniques
Machine Learning (ML) uses
algorithms to parse data, learn from it,
and make new predictions. It requires
large amounts of training data and is
great at synthesizing structured data.
Deep Learning (DL) is a type of
Machine Learning that uses neural
networks to recognize complex,
precise patterns in data. It’s great at
synthesizing unstructured data.
Structured Data Unstructured Data

7. `
Deep Learning Takes a New Approach
to Pattern Recognition
Input Layer Hidden Layers
(Deep Structure)
Output Layer
Input
Data
Image Recognition
Natural Language Understanding
Workflow Automation
Input 1
Input 2
Input 3
Output
Output

8. `
Team of experts
Modeling & data science
Infrastructure
Context
Hidden complexity
What
businesses
want
Intelligence
But Deep Learning Is Difficult
For Enterprises to Implement

9. `
Salesforce Einstein Is Democratizing Deep Learning
HOSTED
INFRASTRUCTURE
Fully hosted
Managed service
Best-in-class tooling
Models trained on CRM data
Embedded in Salesforce workflows
Trusted platform
BUILT FOR
SALESFORCE
Peer-reviewed research
Integrated into products
Continuous release cycle
SALESFORCE RESEARCH

10. Agenda
Deep Learning Einstein Vision Einstein Language

11. `
Deep Learning Applied to Image Recognition
CNN – Convolutional Neural Network
Pixels Edges Object Parts Objects
Image
Recognition
Object
Detection
Brand
Detection
Visual
Search
Use Cases

12. Photos are the New Way to Communicate & Connect
1.2 trillion photos
will be taken in 2017

13. Photos Can Unlock Business Value Across Every
Industry & Use Case
Product Identification
for CPG
Visual Search
for Retail
Visual Auditing for
Transportation
Image Processing for
Healthcare

14. Einstein Image Classification
Build smarter apps with image recognition
Build custom models
Train Einstein on your brands and products
Embed image recognition into any app
Visual search, brand detection, object identification
Integrate with Salesforce workflows
Augment leads, marketing campaigns, service cases

15. Identify the position of multiple objects
Classify an object ‘class’/Product
Count the number of times a ‘class’/Product
appears
Calculate the contextual size of an object
and its ‘classes’
Einstein Object Detection PILOT
Optimize CPG Operations & Retail Execution with Image Detection

16. Visual Search Brand Detection Product Identification
Expand the ways your
customers can discover your
products to increase sales
Monitor your brand across
every channel to increase
marketing reach
Visually identify your
products to streamline sales
and service processes
Embed Image Recognition Into Any App

17. Build Custom Models

18. Einstein Vision APIs Demo

19. Einstein Vision CRM Integration

20. Agenda
Deep Learning Einstein Vision Einstein Language

21. `
Deep Learning Applied to
Natural Language Processing
RNN – Recurrent Neural Network
Input Layer Hidden Layers Output Layer
Sentiment
Analysis
Use Cases
Recurrent
Network
Intent
Classification

22. Einstein Intent
Access natural language processing
models to classify the intent of text
Introducing: Einstein Language
Einstein Sentiment
Leverage pre-trained sentiment models to
classify text as positive, negative, and
neutral
Beta Beta

23. Sales Service Marketing
Identify prospect sentiment in
an email and automatically
trend a lead up or down
Classify the intent of text
from incoming service cases
to route them to the right
agents
Recognize customer needs
to market the best new or
complementary products
Embed Natural Language Processing into Any App

24. Einstein Intent and Sentiment: Build custom models

25. Einstein Language Demo

26. AI Basics Einstein Features Sales Cloud Einstein Einstein Vision Einstein Data
Discovery
trailhead.salesforce.com
Become an Einstein Trailblazer
Take one of our Einstein trails today!

27. Get Started with Einstein APIs today!
Take the Einstein Vision Trail
Trailhead.Salesforce.com
Sign-up for a free trial!
Einstein.ai

28. Platform Events

29. Agenda
• What are Platform Events
• How do Platform Events work
• Notification Demo
• Where to Next
• Q&A

30. What are Platform Events?

31. A Complex Web of Systems Power Engaging Experiences
API Services
Web Services
Security
Services
Customer
Data
Driver
Data
Geo
Location
Data
Billing
Data
Data
Services

32. Your IT system
integration
Customer Experience
IoT
Data
Science
Social
Mobile
Cloud
Point to Point Integration Slows Down
the Speed of Business
Trust &
Security
Customer
Data
Finding
Talent
User
Experience
Identity
Complex
Integrations
Open APIs

33. Integration is Real-Time with Platform Events
Real-time integration with
any business process
Create a full 360 degree customer experience
Event-driven workflows to
augment your data
Deliver real-time actions based on
both internal and external triggers
Capture and act on millions
of streaming events
Add context to your CRM with IoT scale
Customers run business faster on an event-driven integration architecture

34. Real-Time Integration with Any Business Process
Create bi-directional workflows
- Custom workflows using external and internal services
Integrate faster with message bus architecture
- Decoupling apps, removing tight dependencies
- Move away from point to point integration.
Reliable flow of messages in and out of Salesforce
- Time-ordered immutable event log
- Replay events within a time window
Enterprise message bus architecture supports streaming events at scale
META DATA CRM DATA
INTELLIGENCE BIG OBJECTS

35. Introducing Platform Event Objects
Introducing Event as a first class object in Salesforce
- Define events in the same way as a custom object
- Build triggers and workflows based on the event object
Pub/Sub from internal and external web services
- Publish events through Salesforce API, Apex and Process flows
- External apps can subscribe to events via public APIs
- Apex triggers can subscribe to event streams
Support heterogeneous payloads
- Define the event to support your needs
- Default Salesforce events will be available
- Business events, security events, change data events
Automate workflows and build custom triggers based on Salesforce events

36. Use Cases
Publish
Device
Trigger
Account
Object Publish
Subscribe
Kick off
Journey
EVENT BUS
PLATFORM
EVENTS
Metadata
Big
Objects
CRM Data
Artificial
Intelligence
Subscribe Mobile Alert
Subscribe Update Case
External
Trigger Publish
APP

37. Demo

38. Summer '17 (GA)
Platform Events
Apex Subscriber
External Pub/Sub Platform
Events
Platform Events – Roadmap
Winter '17 (Dreamforce)
High Volume Events – Pilot
Standard Events
Topic Multiplexing
Spring '18
High Volume Events – Beta
Topic Filtering
Enhanced Admin Functions

39. Where to Next?
• Platform Events Developer Guide
– http://bit.ly/Platform-Events-Summer-17
• Platform Events Blog Post
– http://bit.ly/Platform-Events-First-Impressions
• Platform Events Chatter Group
– Success Community – http://bit.ly/Platform-Events-Chatter-Group
• Platform Events Trailhead
– Platform Events Trailhead Unit – http://bit.ly/Platform-Event-Module
– Platform Events Trailhead Project – http://bit.ly/Platform-Event-Project

40. Lightning
Roadmap
Build Great Things with Clicks and Code!

41. Agenda
• Experience Roadmap
• Customization Roadmap
• Developer Roadmap

42. Experience Roadmap

43. Core Experience UIs in Lightning
Records Lists
Navigation
(and Favorites)
Console
Setup

44. Highlights from Summer ‘17
• Console apps are GA,
plus:
– Split view mode
– Open Favorites
– JS API pilot

45. Highlights from Summer ‘17
• User perm to create Lightning-only users
• Field history tracking
• Delete charts on list views
• Prepopulate new record forms programmatically

46. Setup: Object Manager Reimagined

47. Lightning UI
Enhancements

52. Enhanced Lightning UI in Winter ‘18
• Improved legibility. Draw attention
to what's most important in the
moment.
• Increased content density. See
more on the screen.
• Created contrast by adding a layer
between content and background.
• Splashed some fun and color into
the product with a graphic at the top
of pages.

53. Planned for
Winter ‘18

54. Related List Quick Links & List Hovers

55. Mass Inline Edit
Plus:
• Clone/Save As
• Sticky
Resizable
Columns
• Text Wrapping

56. Also Planned for Winter ’18
• Console JS APIs GA
• Customize Console navigation rules
• Add Favorites in Console apps, plus public API
• Setup tree quickfind synonyms

57. Future Roadmap (Spring ‘18 and later)
• Nav Bar end-user customization
• Favorites in Salesforce1
• Customizable nav menus
• Custom theming/branding
• Filter scopes, multi-sorting & search in Lists
• Related Lists become full-featured lists

58. Customization Roadmap

59. Lightning Actions
• Custom Actions
– Lightning Quick Actions
– Global Actions
• Standard Actions
– Tab, Edit, New, Delete
• More Quick Action Control
• Update Actions Setup UI

60. Lightning Apps
• Navigation Styles
• Utility Bar
• Lightning Pages per App
• Managed app Upgrades
• Subscriber appended tabs

61. Lightning Pages per App
Standard Account Page App-specific Account Page

62. Lightning Pages
• Home Pages
• Record Pages
• App Pages
– Lightning Experience
– Salesforce1
• Email Pane
– Lightning for
Outlook & GMail

63. Lightning Pages and Components
• Localization
• New and Updated Standard Components
– Dashboards
– Related List Quickview
– List Views
– Tasks
• Custom Page Cloning

64. Lists in App Builder

65. Custom Lightning Page Templates
• Enable developers to
define the layout of the
page for admins
building pages
• Responsive templates
for App Pages

66. Dynamic Lightning Pages (Pilot Summer ‘17)
• Conditionally show components based on data on a
record home page

69. Dynamic Lightning Pages Roadmap
• Additional Page Types
• Additional Contexts
– Related Records
– User / Profile
– Date & Location
– Formulas

70. Layout Enhancements
• New tools for working with
Page Layouts
– Direct editing of fields inside
App Builder
– Layout sections as
components
– Add conditional logic to fields
and sections

71. Mobile Customization
• Record Pages in
Salesforce1 using
Lightning Pages
• App Builder experience
for customization and
management

72. Developer Roadmap

73. Visualforce

74. Visualforce Classic in Lightning Experience

75. Visualforce SLDS in Lightning Experience

76. Other tools to help you adapt your Visualforce to Lightning
Visualforce Usage API
Understand how frequently your Visualforce
pages are being used, last 90 days
Visualforce Analyzer
Discover aspects of your Visualforce pages
that need to be changed to work in Lightning

77. Using Visualforce with Lightning Components
Communicating between
Lightning Components
and Visualforce Pages
Salesforce Developers Blog

78. Lightning Components

79. Base Component Plan
Base Components
The basic building blocks, accessible to developers
through code.
Icon
Avatar
Button
Input
Spinner
Badge

80. Which components do developers need?

81. Developers need 86 base components

82. Base Components Roadmap
Summer ’17
• force:recordData
• lightning:formattedRelative
• lightning:breadcrumb
• lightning:breadcrumbs
• lightning:tile
• lightning:pill
• lightning:buttonStateful
Winter ’18
• lightning:inputField
• lightning:outputField
• lightning:lookup
• lightning:dataTable
• lightning:modal
• lightning:notifications
• lightning:popover
• lightning:panel
• and more...
Spring ’18
• lightning:listView
• lightning:chart
• lightning:map
• lightning:mapMarker
• lightning:carousel
• and more...

83. Lightning Container Components – GA in Winter ‘18
Open
Use the JavaScript framework of your choice
Integrated
Looks and feels just like Lightning Components to
Admins and End-Users
Secure
Single Page App (SPA) running inside an iframe
with messaging built in

84. Lightning Services

85. Lightning Data Service – Beta in Summer ‘17
<aura:component implements="..." access="global">
<aura:attribute name="recordId" type="Id" />
<aura:attribute name="property" type="Property__c" />
<aura:attribute name="fullScreen" type="Boolean" default="false" />
<force:recordData aura:id="service"
recordId="{!v.recordId}"
targetRecord="{!v.property}”
fields="['Id','Address__c','City__c’" />
<lightning:card>
<aura:set attribute="title">
<lightning:icon iconName="utility:checkin" size="small" />
<span class="title">{!v.property.Address__c + ' ' + v.property.City__c}</span>
</aura:set>
</lightning:card>
</aura:component>

86. Write automation using the Lightning Testing Service
Open
Test Lightning components with the JS test
framework of your choice. Currently in Pilot
Integrated
Ready to use with Continuous Integration (CI)
through Salesforce DX

87. Create your own experience with the User Interface API
API for building UI on top of Salesforce data &
metadata
Powers Lightning Experience and Salesforce1 Mobile
Build your own mobile or web app on top of the User
Interface API

88. Help our partners and customers
overcome the challenges of creating
custom Salesforce UI for their apps
with API that respond to admin
metadata changes, e.g., Layouts, Pick
lists, FLS, Sharing, and other
declarative functions.

89. User Interface API: Records
• Single request returns:
– Object metadata
– Layout information
– Record data
• Display modes
– View
– New (with Picklists)
– Clone (with default values)
– Edit (with Picklists)
• Form factors
– Small (phone)
– Medium (tablet)
– Large (desktop)

90. When to use the User Interface API
• What they’re for
– Responsive web pages with custom
branding
– Native mobile apps with custom look-
and-feel
– UI that reflects declarative metadata
updates
• What they’re not for
– System integration, e.g. data
uploads or extraction
– Rebuilding the entire Salesforce UI
– Building Lightning Components --
use force:recordData and other
base components instead
– Apps that don’t get updated -- no
support after 3 years (10 versions)

91. Advantages of the User Interface API
• Fast
– Caching layer
– Fewer XHRs from clients apps
– Small and Bulk payloads
• Simple
– Versioned API using the same
Salesforce API Limits
– API provides all necessary
ingredients for desktop and mobile
– Localization and Language Support

92. User Interface API in Summer ‘17
• API is Developer Preview in DE orgs; Closed Pilot for
Customer Sandbox
• Custom Objects fully supported
• Subset of Standard Objects supported
• Generally Available in Winter ‘18

93. User Interface API: Family of Endpoints
• Records *
– Layouts and Object metadata
– Create, Edit, View modes
– Clone and default values
– Picklists and dependent picklists
– Child Relationships (incl. Junction Lists)
• Actions
– List of Actions with metadata *
– Action invocation
• Lists
– List Views
– Related Lists
– Search Results
• Navigation
– Favorites *
– Menu
• Search (Dependent Look ups)

95. UI API Demo Resources
Node.js / React web app:
https://github.com/cseymourSF/RecordViewer
ReactNative mobile app:
https://github.com/cseymourSF/RecordViewerNative

96. Developer Capabilities & Services Roadmap

97. #TDX17
Resources:
• LightningRoadmap.com
• Lightning Now group on Success Community

98. Introducing
Salesforce DX
Now Available in Open Beta

99. Environments
are easily
created and
disposable
Metadata
and code is
modular
Development is
based on open
standards and
extensibility
Principles of Modern Software Delivery
Building a world-class software factory
Everything is
driven from
source code
Development is
organized
around team
collaboration
Processes and
tools facilitate
continuous
delivery
Flexible
packaging
supports agile
distribution
model

100. Introducing Salesforce DX
Build Together and Deliver Continuously
Source-driven development
Greater agility to test out features with confidence
Team collaboration
Increased dev productivity, faster time to market
Continuous integration and delivery
Higher quality code, more automation
Open and prescriptive
Build with the tools and processes you know and love; bring together
Lightning, Force.com and Heroku

101. Transforming Salesforce Development
Empowering developers, admins and ISVs
*TBD**Available in Pilot Today!
Enhanced
Salesforce CLI
Source-driven
Development
Ephemeral
Scratch Orgs
IDEs, Text Editors,
Language Services
Reimagine
d
Packaging*
*
Pipelines for
Continuous
Delivery*
Continuous
Integration
Partial/Full
Sandboxe
s

102. #TDX17
Improve the Developer Experience
Plan
Code
BuildTest
Release
Across ALM
CLI for integration with
3rd party editors
Scratch orgs for devs,
built off of source
Continuous Delivery/
build automation
Continuous integration
with test automation
Sandboxes for
performance testing,
UAT, staging
Packaging to
streamline
delivery to prod
VCS as the
source of truth
IDEs, Text
Editors, Language
Services

103. Modernizing Salesforce Development
• Principles
Source of Truth
Environments
Development Model
Packaging
Delivery Model
Tooling
Dev Process
• After
Version Control System
Many / Ephemeral
Team-Centric
Build / Install Package Versions
Continuous Delivery
CLI-Driven
Modular
• Before
The Runtime Environment (Org)
Few / Durable
Individual
Build / Release Diffs
Manual Release Management
Custom
Monolithic Org-Based

104. Salesforce DX
Major release milestones
Summer ’17 Winter ’18 Spring ’18
Salesforce CLI Open Beta GA GA+1
Source Sync &
Change Tracking
Open Beta GA GA+1
Scratch Orgs Open Beta GA GA+1
IDEs, Text Editors &
Language Services
Open Beta GA GA+1
Packaging 2 Closed Pilot Open Beta GA

105. #TDX17
Become a Salesforce DX Trailblazer
Earn 4 new badges with the Getting Started with Salesforce DX Trail
Salesforce DX
Development Model
Git and Github
Basics
*New Partner Module!
Continuous
Integration using
Salesforce DX
App Development
with Salesforce DX

106. #TDX17
Join the Salesforce DX Open Beta
Enable Dev Hub
in a Production or Business Org
From Setup, search on “Dev Hub” and
then click Enabled.
Get a Trial Org
with Dev Hub Enabled
- 30 day Free Trial
- Sign Up at:
https://sfdc.co/DX-Trial-Org
Two easy ways to get started