7. 3 Key Themes Covered in the Admin
Keynote
Champion
Productivity
Deliver
Innovation
Drive
Success
8.
9.
10. 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
11.
12.
13.
14. 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
15. Join us January 24, 2020 for
Release Readiness Live: Admin Preview
to Learn MOAR
22. 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
23. 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
25. Introducing the Salesforce API Portal
Discover Salesforce APIs in one place
Learn with interactive documentation
Engage with the ecosystem
Connect everything with APIs
26. 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
33. Introducing Data Mask
Anonymize sensitive data in test environments
Test without exposing protected data
Meet compliance requirements
Increase productivity
34. 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
38. Bossa Nova is the leading provider of real-
time, on-shelf product data for the global
retail industry. Its technology collects
terabytes of data that enables the retail
ecosystem to optimize the omnichannel
shopping experience. With a
multidisciplinary team of robotics, computer
vision, artificial intelligence, and big data
scientists, Bossa Nova has solved the
challenges to deploy fully autonomous
service robots in busy and crowded
environments.
Who is Bossa Nova?
40. Two Year Growth Rate
Bossa Nova on the Salesforce Platform
“Salesforce has become the
mission critical application
for our business.”1300%
Increase in Robotic Fleet
300%
Employee Growth
41. Robot Deployment
Scheduling & Tasks
Troubleshooting Steps
Robot Assignments
Opportunity Management
Activity Logs
Knowledge Articles
Business Process Maps
Robot Deployment
Timelines
Manually Tracking Robots with Documents
42. Robot Management Improvements
IoT and FSL Increases Efficiency
90%
Decrease in Time to
Initiate Troubleshooting
30%
Decrease in Deployment
Time
100%
Total Elimination of
Manual Tracking and
Robot Assignments
43. Building the partnership is the top priority
• Understanding the direction of the business leads to
higher quality
Constantly changing requirements necessitate a
flexible design
• Best practices become critical
Continuous improvements mean immediately
outdated functionality
• Setting, maintaining, and reinforcing expectations
Designing and Building in an Evolving Environment
Taking Aim at a Moving Target
44. The Road to IoT and Field Service Lightning
Step 1
Step 5
Step 4
Step 3
Step 2
Sales Cloud
Spring 2018
Service Cloud
Summer 2018
IoT
Fall 2018
FSL
Spring 2019
Platform
Expansion
Fall 2019
Einstein
Analytics
2020
Step 6
45. Define a list of issues that require human interaction
• Error states are key within IoT
Define how the robot can transition between error states
• Do they occur then resolve or can they escalate?
Define the actions when an error occurs
• Creating records, assigning owners, and notifications
What could possibly go wrong with a robot?
Robots and IoT
47. IoT Key Findings
Robots do not behave as expected!
IoT works well when error states are singular
IoT does not work well when multiple errors occur simultaneously
Careful definition of “the thing” being monitored
49. Leveraging IoT with FSL
Define the resolution process
• Remote Technician -> Field Technician
Understand which errors require immediate
escalation
• Automated work order creation
Automated Part Request
• Certain error states require new parts
Escalation to a Field Tech
50. Field Service Key Findings
People do not behave as expected!
FSL is more forgiving than CPQ.
Organizational maturity and defined
processes ease the implementation
and adoption.
51. Expanding the Platform
Omnichannel to increase operational efficiency
Communities to streamline IoT and FSL to contractors
Einstein Analytics to marry business data within Salesforce to Engineering data
56. One login
Salesforce, social, or email
Longer sessions
Smarter login on return
One profile
Single source of truth
Data from all communities
Public domain
Identity Management
Trailblazer owns their ID
Many login IDs to one user
Self-managed settings
Introducing
57. Unified login, identity, and profile experience
● Trailblazer Community
● Trailhead
● AppExchange
● IdeaExchange
● Salesforce Events
One login
One profile
Identity Management
58. Get Started with
1. Click Login
2. See new login experience
a. You may see an account merge screen- yay!
3. Click your face, then click “Profile”
a. See your new Trailblazer.me profile!
4. Click your face, then click “Settings”
a. Add additional login methods
Please check out the post below to get all the details, and help
spread the word!
https://sforce.co/2uOkuoJ
61. #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
62. #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
63. #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
64. #AwesomeAdmin Trivia
This is an example of a standard Lightning Component:
A. Journey
C. Survey Says
B. Highlights Panel
D. Related Trends
65. What is a group of components, customizations, and
applications that are made available to other
organizations through the AppExchange.
#AwesomeAdmin Trivia
A. App
C. Parcel
B. Package
D. Component
66. #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
67. #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
68. #AwesomeAdmin Trivia
To prevent a user from entering incorrect data, you should use...
A. Medium
C. Validation Rules
B. Carrots
D. Campaigns
Talk Track:
Welcome to the <City Name> Dreamforce ‘19 Global Gathering for Admins!
Introduce yourself – Becky Willis, Pittsburgh WIT co-leader, 131 Trailhead badges, recently Service Cloud Consultant Certified + 2x admin and Conga – consulting with M&S out of Morgantown and my lonely home office in Kittanning, looking to get NPCC certified this quarter
Today we’re going to share some of the key highlights for Admins from the event, which was held in San Francisco in late November.
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:
The overarching theme of the Admin Keynote was “Transform your company, career, community” – and how Admins are creating impact in these areas.
As Admins, we have the opportunity be the leaders of innovation at our company, while at the same time driving success in our careers and in our communities.
Talk Track:
The overarching theme of the Admin Keynote was “Transform your company, career, community” – and how Admins are creating impact in these areas.
As Admins, we have the opportunity be the leaders of innovation at our company, while at the same time driving success in our careers and in our communities.
Each of the above sections featured a story about an #AwesomeAdmin and how they are transforming their career, company and community.
Additionally, there was a also a demo to showcase some of the features available to Admins to allow them to achieve success using Salesforce.
Let’s now take a look at some of the key takeaways from each of these sections, starting with Champion Productivity, which was presented by Mike Gerholdt, Senior Director of Admin Evangelism at Salesforce. In this section, Mike also spoke about some of the amazing tools you can use to champion productivity and make it easier for your users to get the job done - like the new Salesforce Mobile App, Einstein Search, Salesforce Blockchain and Salesforce Object Creator.
Let’s now take a look at some of the content covered in the Deliver Innovation section which was presented by LeeAnne Rimel, Principal Admin Evangelist at Salesforce. LeeAnne spoke about some of the amazing tools you can use to deliver innovation. - like Flow Builder, Notification Builder, Einstein Voice Assistant, and Customer 350 Data Manager.
Let’s now take a look at some of the content covered in the Drive Success section which was presented by Josie Chiles, VP of Admin Relations at Salesforce. Josie shared some of the amazing tools you can use to drive success at your company – like the Lightning Usage App, Mobile Usage App and Salesforce Optimizer App.
Talk Track:
Josie also spoke about how #AwesomeAdmins are building successful careers in technology - and how they are doing this by building a skill set that is in high demand - a skill set consisting of both business and technical skills.
When #AwesomeAdmins bring together their Salesforce skills, with their business skills, with their technical skills, with their communication skills and industry expertise - this creates a really unique profile that is helping them build a successful career in technology.
Talk Track:
Josie also spoke about how #AwesomeAdmins are driving results and delivering business value every day:
Admins are automating processes, making them more efficient. In fact, each day on the platform there are 10 billion flow processes.
Admins are building powerful reports and dashboards to drive insights and provide increased transparency. These reports are run 60 million times each day.
And with mobile, Admins help give users the freedom and flexibility to do their job wherever they are. There are now more than 700K daily active users on the Salesforce mobile app.
Talk Track:
Salesforce would not be what it is today without the passion and dedication of Salesforce Admins.
Admins are the heart of Salesforce - every day they are driving innovation at their companies and creating that all important 360 degree view of both their business and their customers.
Admins are using Salesforce to do incredible things: creating customized solutions to solve business challenges, and delivering real business value to help their colleagues and fellow Awesome Admins succeed.
Admins are also paving the path for others and helping them grow in the Salesforce economy.
Talk Track:
Part of being an #AwesomeAdmin is learning about what your organization needs, and how Salesforce can be used to help support organizational goals, For example:
Learning about the company mission, values, and competition
Leadership goals and measures
How customers engage
How users get productive
Talk Track:
There are also some core Admin responsibilities that all Salesforce Admins should work to master, including:
User Management
Data Management
Security
Actionable Reporting
Talk Track:
Rebecca and Mike also spoke about what it means to grow your career, and talked about the importance of:
Starting with a beginners mindset
Learning
Embracing Change
Talk Track:
- Here are some way that you can keep blazing trails to learn more:
1. Visit the Salesforce Admins Website admin.salesforce.comAccess to blogs, podcasts, webinars & more
2. Take the #DF19 Keynote Trailmixsforce.co/ParkersTrailmix Leverage the power of the Salesforce Customer 360 Platform to drive impact at your company, in your career, and in your community
3. Visit the Trailblazer Community
sforce.co/AdminTrailblazerGroupJoin thousands of peers in the Admin Trailblazers Chatter Group
4. Watch the Full DF19 Admin Keynote https://www.youtube.com/watch?v=PsWaWMpvMw0
Talk Track:
Spring ‘20 is just around the corner! Follow @SalesforceAdmns on Twitter or visit admin.salesforce.com to get more information about the upcoming release and the Admin Preview that is happening on January 24.
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.
Talking points:
Customer expectations are rising.
Apps are everywhere and becoming ambient.
They are getting smarter and more integrated.
Today you can talk to your smart television and thermostat. Using your phone, you can send directions to your car, and then use your car’s Autopilot app to drive you there. This is happening!
Users expect these smart, connected, and integrated experiences everywhere, in their personal lives and in their professional lives.
Talking points:
But these experiences are hard to build
We need to bring together the latest innovations like AI, Voice, Vision and Blockchain into a cohesive experience
These experiences need to be trusted and guarantee data privacy
We need ALM workflows to deliver that innovation continuously
That’s hard. That’s a lot of infrastructure to implement and to wire together
And while we’re doing that, we’re not delivering innovation to our businesses
To solve these problems, and make it easy to create trusted, smart and flexible experiences...
Talking points:
... Salesforce provides the Salesforce Customer 360 Platform
The Salesforce Customer 360 Platform brings together all the pieces we need to build modern apps in one integrated platform
It’s the same platform we use to build the Customer 360 apps, like Sales, Service, Marketing, and Commerce.
And we can use that platform to build our own apps!
[Transition] Let’s look at what Salesforce is doing to help us Build, Connect, and Manage our apps to deliver continuous innovation
Talking points:
First, let’s go over some amazing new features that will allow us to build innovative apps faster than ever.
Talking points:
… to help us build engaging and smart mobile experiences. Salesforce announced the general availability of the new Salesforce mobile app.
The Salesforce Mobile app has a brand new experience.
It has an app launcher that allows us to load and use the same apps we use on the desktop
It’s smart: We can use Einstein Voice Assistant (which is in Pilot) and Einstein Analytics
And it’s customizable with clicks and code: we can now have Lightning Web Components everywhere, including on the record home page
[Transition] Let’s talk about Lightning Web Components...
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:
Next, we’re to explore how we can leverage the platform to create connected experiences with applications that connect everything.
As developers we need to make all these connections come to life in the apps we build.
But how do we create apps that connect everything?
[Transition] Of course, we use APIs!
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:
You can also connect partners in a new way: Using Blockchain!
Blockchain allows you to create networks of partners who can use a distributed data model to record digital transactions in a trusted, immutable way
Blockchain is a great technology but it can be hard to implement
That’s why we introduced Salesforce Blockchain at TrailheaDX and it’s now Developer Preview!
Salesforce Blockchain makes it easy to build networks with clicks. That means you can focus on building your blockchain app, not on implementing blockchain infrastructure
Because blockchain objects are exposed as regular Salesforce objects, you can leverage the Salesforce platform: you can build blockchain apps with LWC, Flow, Einstein, Bots, and more.
And because the Salesforce Blockchain can be accessed from Salesforce or any other platform through APIs, it is easy to engage partners and connect applications whether they are on platform or not
Talking points:
Building innovation is great. But delivering it to our users is better.
Let’s talk about how Salesforce is making it easier for us to manage our application lifecycle and deliver innovation continuously
As we all know, an application is never really “done”
We need great tools to deliver innovation continuously
[Transition] Development starts with us, the developers, behind our laptops writing code.
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...
Data Mask works behind-the-scenes in three ways:
Anonymization — or making the data anonymous — scrambles a field’s contents into unreadable results. For example, Blake becomes gB1ff95-$.
Pseudonymization converts a field into readable values unrelated to the original value. For example, Kelsey becomes Amber.
Deletion converts a field into an empty data set.
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.
With new Real-Time Event Monitoring features, you can create targeted transaction security policies to avoid data loss. You can configure these policies declaratively using Condition Builder, or programmatically using Apex, and you can define actions that you want to take place when these conditions happen. For example, you can block the user, notify admins, or even require two factor authentication. Read more about Real-Time Event monitoring in the Winter ’20 release notes.
Now that you have an overview of all our #DF19 Developer Keynote highlights, it’s time to get hands-on with these new features. Take the #DF19 Developer Keynote Highlights trailmix and follow and complete to earn a limited-edition Trailhead badge.
Thank you so much!
25 to 350 robots
50 to 150 employees, excluding contractors
Sales Cloud - Would you trust a robot? Bossa Nova realizes that and has pilot programs with mini deployments based on your need for a trial run
Service Cloud
service cloud coordinates the robot deployment and field service executes the deployment
Robot error investigation
Errors tended to group
People find a way to make their jobs easier
The key to FSL is the data model and allows for more customization
That 12 year old kid who had a mustache in 6th grade
You might have noticed an exciting change - Trailblazer.me is here! Say hello to your reinvented resume and unified profile. Provide your network with a complete view of all your experience, accomplishments, and learning.
The elements here are one place to login, which enforces SSO between the sites, one profile to list all your accomplishments and achievements, and one place to manage all your logins.
What does this mean for your log-in experience?
One login- with salesforce, social, or email, introducing Longer sessions, Smarter login on return
One Profile - Single source of truth, Data from all communities, Public domain
Identity management- Trailblazer owns their ID, Many login IDs to one user, Self-managed settings
Want to check it out?
Log in with your usual Salesforce username and password to get started
On first login, you’ll see a series of screens to confirm your details (first name, last name, etc) You may see a screen letting you know we found multiple accoutns and are merging them
Click your face in the upper right hand corner, then click Profile. See your reinvented resume and unified profile!
If you want to add additional login methods, so next time you can sign in with social, or your email, click on Settings and add emails or Salesforce orgs . This is also where you would go to merge accounts that you have if you created multiple TBC accounts with different emails
This is the URL: https://success.salesforce.com/0D53A00004kIoVL
This is the Help Article if they have issues: https://help.salesforce.com/articleView?id=get_tbid_support.htm
For issues, contact TRAILHEAD SUPPORT. https://trailhead.salesforce.com/help
Post with information: https://success.salesforce.com/0D53A00004kIoVL
This is the Help Article if they have issues: https://help.salesforce.com/articleView?id=get_tbid_support.htm
For issues, contact TRAILHEAD SUPPORT. https://trailhead.salesforce.com/help
Instructions: Before the event, be sure to:
Download and install the necessary Salesforce Sans Fonts, so that your presentation looks amazing!
Download and test the Admin Keynote opening video, featuring #AwesomeAdmins talking about what it means to be an #AwesomeAdmin. A YouTube link to the video is provided in the presentation, but you may wish to play the .mp4 file provided.
Update your name, title, email, Twitter handle, and date on the title page.
Feel free to pick and choose what slides you want to present – there is no expectation that you present the whole deck.
Have an amazing event!