TrailheaDX GlobalGathering 2019 Presentation

2. Salesforce Ohana (Family)

3. TrailheaDX ‘19 Highlights for Admins & Users
jaipur-in-admins@trailblazercgl.com, @JUGSalesforce
pankaj.Badaya@trailblazercgl.com, @pankajbadaya
JAIPUR, IN ADMINISTRATORS GROUP

4. Thank You for Attending!
TrailheaDX ‘19 Global Gatherings

5. Trailblazers Give Back Together
Global Gatherings Donation to FIRST
By attending a TrailheaDX Global Gathering, you are
part of the Trailblazer Community donation of $2,000
USD to FIRST.
About FIRST
FIRST inspires interest in STEM, innovation, and
professional values through robotics challenges among
600,000+ K-12 students.

6. Share Your Learning and Fun!
Post, Tweet, and Share with #BestOfTDX and #TrailblazerCommunity

7. Global Gathering Video
https://youtu.be/nrPsSLYle-M

8. Agenda
1. TrailheaDX ’19 Event Overview
2. Opening Keynote Highlights
3. Low Code Super Session Highlights
3. Breakout Session Highlights

9. TrailheaDX ‘19
Event Overview

11. Social Highlights
#TDX19
#AwesomeAdmin
#CodeGoals
#Lightning

12. Opening Keynote
Highlights

13. Opening Keynote: Speakers
Parker Harris
Co-founder & CTO
Sarah Franklin
EVP, Dev Relations and
GM, Trailhead
Leah McGowen-Hare
Sr. Director, Trailhead
Evangelism
Ryan Ellis
SVP Product
Mgmt, Platform
Zayne Turner
Principal Developer
Evangelist

14. Opening Keynote: Theme
The Empowered Trailblazer:
Continuous Innovation on the
Salesforce Platform

15. ​Build networks with clicks
​Automate data with Lightning Platform
​Easily connect partners
Complete the NEW Salesforce Blockchain
Module on Trailhead
Read the Intro to Blockchain for Admins
blog post on admin.salesforce.com
The fast and easy way to build trusted partner networks
Introducing Salesforce Blockchain

16. Deliver Continuous Innovation on the Salesforce Platform

17. Learn New Skills
KEY ANNOUNCEMENTS
NEW Trailhead Modules:
1. AI Ethical Use
2. Indeed resume writing strategies
NEW Marketing Cloud Developer Cert
NEW Trailblazer Connect
NEW myTrailmoji

18. Video From Opening Keynote - RAD Women
Click here to play the RAD Women Video!

19. Build Modern Apps
KEY ANNOUNCEMENTS
NEW Lightning Web Components
Open Source:
Developers can now use the same
framework on and off the Lightning
platform, learn by exploring the
source code, and ​help drive the
roadmap by contributing code
NEW Einstein Platform Services:
Einstein Predictions Service
Einstein Optical Character Recognition
Einstein Translation

20. Video From Opening Keynote - Susannah St-Germain
Click here to play Susannah’s Trailblazer Story!

21. Integrate Any Data, App or Device
KEY ANNOUNCEMENT
NEW MuleSoft API Community Manager:
A tool that empowers everyone to share
integrations, and personalize experiences with clicks

22. Video from Keynote: Phil Connaughton
Click here to play Phil’s Trailblazer Story

23. Congratulations to the 3 Newest
Golden Hoodie Recipients
Watch the full keynote here

24. Fun Time – Ice Breaker Challenge

25. Instructions
Talk to as many people as possible and when a statement applies to someone you meet, have them sign their
name in the box. Each person can only sign your sheet once. Try to be the first to get five boxes in a row
(horizontally, vertically, or diagonally) and shout “BINGO!” to win.
In the end, we all win by learning more about our peers. Good luck and have fun!

26. Low Code Super
Session Highlights

27. World’s Greatest Low Code Platform
The Lightning Platform empowers business and IT to work together
Low-code builders
Anyone can solve business problems fast
using drag-and-drop tools, without writing a
line of code
Pro-code tools
Focus programmatic developers on the
highest-value initiatives like building
Lightning Components
Enterprise services
Ensure governed and compliant app
development, leveraging out-of-the-box
functionality

28. Build Together with Low Code
Fast + Fun Modern + MobileSmart + Automated

29. Build Together with Low Code
Lightning Flow
• Now on AppExchange. Install
reusable pre-built business
processes.
Einstein Next Best Action
• Add insight to your automation
and surface the right information
to right user at the right time.
Object Creator
• GA this summer. Convert any
spreadsheet into an app.
Salesforce Celebrations
• When a user updates a record
using Path, they experience in-
app confetti. Fun!
In-App Guidance
• Beta Summer ‘19. Create
customized, targeted prompts and
tutorials.
New Salesforce Mobile App
• Pilot Summer ‘19. Modern
navigation, rich record pages. Use
Siri shortcuts and Einstein Voice
for faster actions.
Fast + Fun Smart + Automated Modern + Mobile
Learn MOAR sforce.co/tdx19-lowcode

30. Breakout Session
Highlights

31. Highlights from the Top 6 Breakout Sessions for Admins
Create a Vision for Salesforce
Shannon Gregg
Michael Gerholdt
How To Rock Your Salesforce
Demo (and why it matters)
LeeAnne Rimel
Decluttering Your Org: Steps
to a More Optimized
Salesforce
Christopher Marzilli
Intro to Object Oriented
Programming (OOP) for Admins
Kieren Jameson
Measure Pipeline Performance
with Historical Tracking Reports
Liz Skaates
Make the Move to Lightning
Experience in 60 Days
Rebecca Saar, Kelly Walker,
Melanie Head

32. Create a Vision for Salesforce in Your Company
How Do You Create a Salesforce Vision and Get Your Stakeholders on Board?
1. Build the Vision
• What: Unfreeze old behaviors, change thought patterns,
refreeze new habits.
• How:
• Unfreeze: Interview execs, stakeholders on what they’d
love to see Salesforce do for the company.
• Change: Deliver the “art of the possible” by
demonstrating the capabilities of the Salesforce
platform.
• Refreeze: demonstrate the new vision and orient
stakeholders to it.
2. Shape the Environment
• What: Model the new way, inspire the vision, challenge
the process, enable others to act.
• How
• Communicate the Vision: Use all of your methods
to communicate the vision of how Salesforce can
be your company’s central source of truth: email,
text, Chatter, team meetings, town halls, leadership
retreats.
• Teach the Vision: Join team meetings to find ways
to replace non-collaborative methods with
Salesforce (i.e. using Excel for tracking).
• Host “Office Hours”: a time when users can come
to you with current challenges.
Unfreeze Change Refreeze

33. Create a Vision for Salesforce in Your Company
How Do You Create a Salesforce Vision and Get Your Stakeholders on Board?
3. Deliver the Results
• Determine the results and outcomes you’ll measure prior
to the start of your effort.
Take an Orientation of Power and Influence
• No one knows Salesforce better than you in your company.
You’re the expert!
• How: Benchmark the attitudes and adoption prior to
launching your vision project. This will help you to
measure your delivery.
Deliver on a Behavioral Approach
• Can someone do their job outside of Salesforce? If so, the
vision isn’t yet complete; develop an end to end grand
vision.
Resources
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars, and more
Salesforce Index Score
bit.ly/SFIndex

34. Step 1: Consider Your Audience and
The Goals of Your Demo
When do we demo?
Training End Users, Executive Sponsorship, Project
Updates, Community Groups, Salesforce Sessions,
Job Interviews & more!
What are our demo goals?
Adoption & training, support, encourage innovation
(release features, proof of concepts
Steps to Deliver an Impactful Salesforce Demo
How To Rock Your Demo
Step 2: Build Your Demo
The Demo Formula:
Business Need + Feature + Impact = AWESOME!
Apply the Formula
Use this formula for every feature/tool/customization you
want to show. This will help your audience understand
why you are showing them a particular area, and why it
will be impactful to them

35. Step 3: Deliver an Awesome Demo
Pre-flight checklist: Clean up or hide any
distractions on your desktop & browser. Turn on Do
Not Disturb, close all unrelated apps, hide
bookmarks
Get Ready: Write out your click path, rehearse,
make sure you know where you will click and what
you will type
Take-off: Slooooow down, don’t overuse your
mouse, pause and let your audience review what
you are showing them
Helpful Demo Resources:
Trailhead: Reach Your Audience with Rad Content:
bit.ly/contenttrail
Podcast: Demos are the Ultimate Adoption Tool:
bit.ly/demopod18
Blog: 5 Tips to Rock Your Next Salesforce Demo:
Bit.ly/5tipsdemoblog
Steps to Deliver an Impactful Salesforce Demo
How To Rock Your Demo

38. Building Blocks of OOP in Salesforce
Classes are templates for things you’ll create.
Classes have variables and methods.
Variables are like temporary fields, they have data
types (just like fields do)
Methods are the sections of code that make
something happen
Objects are the individual items that we create from
classes.
○ Classes equate to Salesforce objects (that you’d manage in
object manager)
○ Objects equate to Salesforce records
○ sObjects are variables that store an entire salesforce record.
Triggers listen to changes to a specific object in your
database and then fire off methods within classes.
○ They can fire before you save the data (great for validation),
or after the save (great for creating related records).
○ They can fire when you insert, update, delete, undelete
records.
Salesforce UI Field Data Type Apex Data Type
Text, Url, Phone, Email String
Checkbox Boolean
Number, Percent, Currency Integer & Decimal
Date, DateTime Date DateTime

39. Building Blocks of OOP in Salesforce
SOQL queries get data out of your Salesforce org.
They have three parts:
○ SELECT -- What fields you want
○ FROM -- What object contains the fields
○ WHERE -- Any filters you want to apply
DML is how we send sObjects from the code up to
Salesforce. You can use DML to insert, update,
upsert, delete, and undelete.
Resources
Trailhead
Build Apex Coding Skills (Trail)
○ Apex Basics for Admins (Module)
○ Object-Oriented Programming for Admins
(Module)
Websites
http://radwomen.org
http://sfdc99.com
http://WomenCodeHeroes.com
http://archladies.com

40. Inspect Deals and Measure Pipeline Growth
Which deals have shrunk in value or been pushed out since last week?
Historical Tracking Reports Show Changes To Your Pipeline
Over the past few months, have we been building pipeline?

41. Other Use Cases
Time Period:
• Show changes for
current month and prior
3 months
Supported Objects:
• Opportunity
• Case
• Forecast
• Up to 3 Custom objects
Historical Tracking Reports Show How Your Business Has Changed Over Time

44. Keep Blazing Trails!
Salesforce Admins Website
admin.salesforce.com
Access to blogs, podcasts, webinars & more
Trailhead
​sforce.co/summer19
Skill up for the future and start a life-long
learning journey
Join us for the The MOAR You Know
sforce.co/buildspiration
Get #Buildspiration with Summer '19 features
Trailblazer Community
sforce.co/AdminTrailblazerGroup
Join thousands of peers in the Admin Trailblazers
Chatter Group