The document provides a summary of highlights from a Salesforce admin meetup. It includes: - Key highlights from Dreamforce 2019 including sessions on admin best practices, new features, and community building. - An overview of new features in the Spring 2020 Salesforce release for sales, service, automation, and security. This includes task queues, macro enhancements, email-to-case for Gmail, and data masking. - Details of an upcoming Spring 2020 readiness event on January 30th to discuss the new release features in more detail. Networking activities are also outlined.

1. Basic Layout
Subtitle placeholder

2. Prag
Ravichandran
Salesforce Practice Lead – Sales and Service Cloud
● About a decade of Salesforce Experience
● Trailblazer Community Leader - Halifax, Canada
● 6x Certified
● 5x Dreamforce Speaker
● Salesforce Saturdays Cohort Founder
About Me
prag_rk

3. Purpose of the Trailblazer Community
● Provide a friendly environment for Salesforce
Administrators/Developers and users to learn and meet
others like themselves.
● Provide our community a space where people can share
stories and find answers to Salesforce questions

4. Goal

5. Today’s Agenda
5:30 PM Doors Open
5:45 – 6:00 PM Meet and Greet
6:00 - 6:30 PM Highlights from Dreamforce 2019
6:30 – 7:00 PM Spring 2020 Release features
7:00 – 7:30 PM Networking
7:30 PM Wrap up

7. Dreamforce ‘19 Highlights
for Salesforce Admins
#AwesomeAdmin
Jan 30, 2020
Prag, Salesforce Practice Lead – Sales and Service
Cloud
Prag.rk@trailblazercgl.com

9. Agenda
1. Admin Keynote Highlights
2. Admin Super Session Highlights
3. Top Admin Breakout Session Highlights

10. Admin Keynote Speakers
Michael Gerholdt
Sr. Director,
Admin Evangelism
LeeAnne Rimel
Principal Admin
Evangelist
Josie Chiles
Vice President,
Admin Relations
Parker Harris
Co-founder & CTO

11. Admin Keynote: Theme
Transform Your Company,
Career, Community

12. Opening Video From Admin Keynote
Click here to play
the Opening
Keynote Video

15. Admin Super Session Highlights
Salesforce for New Admins:
Transform Your Company and Career
Michael Gerholdt
Sr. Director,
Admin Evangelism
Rebecca Saar
Director,
Admin Marketing

16. Admins Are The Heart 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

20. Top Breakout Session Highlights

21. Highlights From 9 Top 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

22. 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

23. 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

24. Share Records Using Lightning 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/

25. 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/

26. The Value of Having 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

27. Leverage a Dedicated Salesforce
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

28. 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

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. Keep Blazing Trails!
Salesforce Admins 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

31. #AwesomeAdmin Trivia
What is a type of field that contains a linkable
value to another record?
A. Lookup Field
C. LookWhere
B. Currency
D. Lookinto Field

32. #AwesomeAdmin Trivia
To prevent a user from entering incorrect data, you should use...
A. Medium
C. Validation Rules
B. Carrots
D. Campaigns

33. #AwesomeAdmin Trivia
How do you grant user access to the new Salesforce Mobile App?
A. Profile
C. Magic Wand
B. Permission Set
D. User Checkbox

34. #AwesomeAdmin Trivia
What is the 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

35. #AwesomeAdmin Trivia
What tool would you use to create an interactive interface for your users?
A. Report Builder
C. Formula Editor
B. Process Builder
D. Flow Builder

36. #AwesomeAdmin Trivia
Salesforce has 3 releases each year, which
seasons are they based on?
A. Fall, Spring, Summer
C. Spring, Summer, Winter
B. Winter, Summer, Autumn
D. Winter, Spring, Fall

37. Join us January 30, 2020 for
Spring’20 Release Readiness

38. André
Tremblay
Salesforce Administrator
Tonight’s Speakers:
Mitch Hussey
Salesforce Administrator
Mounica Yaramareddy
Salesforce Developer

39. Spring ‘20 Key Features
• Sales Cloud
• Quality of Life Changes
• Service Cloud
• Security
• Automation
• Roadmap Changes

40. Sales Cloud

41. Task-Queue Assignment
Streamline your sales organization’s workflow
with Task-Queue Assignment. Assign a task
to any queue, so members can easily take
ownership and tackle the sales team’s to-do
list.
Learn More
Business User
Watch Demo
*Available with purchase of Sales Cloud

42. Quality of Life

43. App Launcher Enhancements
Users now have a quicker and simplified
experience when switching apps. App
Launcher has a new app switcher view to
enable users to quickly select their favorite
apps or let them search and view all apps
and items in the full App Launcher view.
Learn More
Business User
Watch Demo

44. In-App Guidance for Lightning App Builder
Admins now have in-app guidance for
Lightning App Builder to help them make
better decisions when customizing and
deploying Salesforce. A guardrail is easy to
interpret, visible when a change is made, and
is actionable within the experience the
admins encounters it in.
Learn More Watch Demo
Admin

45. In-App Guidance Enhancements
Admins now have more flexibility over who
sees prompts with the addition of Profiles in
Prompt authoring. Admins can also fully
translate prompts, author a video in docked
prompts, and have full control of prompt
delays. There are also enhancements to the
Setup page including search and and
updated UI for floating prompts.
Learn More Watch Demo
Admin

46. Service Cloud

47. Macro Enhancements
Update multiple records all at once with
automated bulk macros, now available in
Lightning. Agents can now focus on
addressing case spikes instead of repetitive,
manual record updates.
Learn More
Business User
Watch Demo
*Available with purchase of Service Cloud

48. Email-to-Case Enhancements
Turn emails into support cases automatically
with Email-to-Case for Google email
accounts. Connect your Gmail inbox with one
easy setup flow to start resolving customer
support issues fast.
Learn More
Business User
Watch Demo
*Available with purchase of Essentials

49. Case Merge
Merge up to three duplicate cases just like
you do with duplicate accounts and contacts.
Get rid of case clutter and focus on what’s
important for your business: your customers.
Learn More
Business User
Watch Demo
*Available with purchase of Service Cloud

50. Einstein Article Recommendations
Recommend the best knowledge articles to
agents based on case data with an intelligent
natural language processing engine across
SMS, chat, and other channels.
Learn More
Business User
Watch Demo
*Included with the purchase of Service Cloud Enterprise and Unlimited

51. Channel Menu
Provide customers with easy access to
multiple support channels. Let them pick their
preferred channel from one easy-to-find
location without having to search for a
“Contact Us” page.
Learn More Watch Demo
*Available with purchase of Service Cloud Enterprise and Unlimited,
need Digital Engagement
Admin

52. Security

53. Salesforce Data Mask
Anonymize personally identifiable information
in sandboxes to protect confidentiality and
maintain regulatory compliance.
Learn More
Developer

54. Automation

55. Lightning Flow: System Mode
Enable edit access to user records that have
been shared, but don’t have object-level or
field-level access. Achieve this declaratively
by setting your flows to run in system mode.
Learn More Watch Demo
Admin

56. Lightning Flow: Before-Save Updates
Leverage Before-Save Updates with
autolaunched flows to automatically and
rapidly update a triggering record and
eliminate the need for looping and recursion.
Learn More Watch Demo
Admin

57. Roadmap Changes

58. New Salesforce Mobile App
Automatic Upgrade
Run your small business from anywhere.
Easily access information you use the most,
with a mobile app that reflects the
personalized navigation you love in desktop
on Essentials.
` Learn More
Business User

59. Networking

60. 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!

61. We want to hear from you
http://bit.ly/feedbackohana

62. Upcoming Trailblazer Community Meetings
Feb 27, 2020 – Thursday 5:30 PM – 7:30 PM
Mar 26, 2020 – Thursday 5:30 PM– 7:30 PM
(Last Thursday of every month)