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Salesforce Wellington Global Gathering Jan 2020
- 2. Dreamforce 2019 #LivingTheDream #TrailblazerCommunity Dreamforce 2019 Global Gatherings
- 3. Agenda 1. 12-12.30pm Lunch & Registration 2. 12.30 Welcome from Fujitsu 3. 12.35–12.50 Steve Rush @Dreamforce 4. 12.50-1.05 Michelle Gallagher @Dreamforce 5. 1.05-1.30 Anna…Dreamforce + other news 6. 1.30 PRIZE DRAWS
- 4. Steve Rush, Salesforce Manager Fujitsu Dreamforce 2019 A newbie’s reflections
- 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
- 10. Dreamforce Questions 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
- 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
- 20. Take pineapple lumps & Whittakers Dreamforce in photos…
- 21. The new Salesforce ANZ CEO Pip Marlow (she’s from Palmy!) Dreamforce in photos…
- 22. Meet gorgeous Europeans(!!) Dreamforce in photos…the true meaning of Ohana
- 23. #SFWelly makes it to the big Dreamforce screen at the Trailhead keynote… Dreamforce in photos…
- 24. Kiwi customer Fulton Hogan featured in the expo hall Dreamforce in photos…
- 25. Must do – Johnny Foley’s downstairs Duelling Pianos Dreamforce in photos…
- 26. Dreamforce – Sustainable Development Goals…hmmm… Also, new Sustainability Cloud is now GA
- 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
- 40. Introducing Lightning Full Sandbox Create in minutes Refresh on demand Quickly clone
- 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
- 43. Upcoming events of note….
- 44. REGISTER NOW! SYDNEY WORLD TOUR MARCH 4 https://www.salesforce.com/au/events/worldtour/syd20/overview/
- 46. …Announcing Kiwi Dreaming…https://kiwidreaming.nz/ **BREAKING NEWS – SPEAKER SUBMISSIONS ARE OPEN**
- 47. Save the Date Trailhead Bootcamp Gold Coast, Australia July 20-24, 2020 | Crown Plaza, Surfers Paradise
- 48. Thanks to Steve & Michelle….EXTRA SWAG
- 49. Prize Draws
Hinweis der Redaktion
- 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 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 -
- 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.
- 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.
- https://www.salesforce.com/au/events/worldtour/syd20/overview/
- https://kiwidreaming.nz/