This is the deck that we reviewed during our meeting on 2/20/19.

1. WELCOME
to the
Jacksonville, FL Administrators
Trailblazer Community Group
Meeting
Wednesday, February 20, 2019

2. Agenda
9:00-9:15 Welcome & Introductions
9:15-10:00 Creative Lightning Pages Design Workshop
Hayley Tuller, Presenter
10:00-10:45 Spring ‘19 Release Highlights
Marc Lester, Presenter
10:45-11:00 Community Group Updates and Closing Remarks
11:00-12:00 Lunch & Networking

3. Community Group Leaders
Marc Lester
Marc.Lester@trailblazercgl.com
Salesforce Consultant
Coastal Cloud
Adam Haas
Adam.Haas@trailblazercgl.com
Salesforce Consultant
Coastal Cloud

4. Community Group Goals & Objectives
• Build a strong network of Salesforce users, administrators, developers, and
consultants in the Jacksonville region
• Share Salesforce advice, lessons learned, and experiences amongst the
groups
• Ask questions / answer questions related to Salesforce (Apps, Technical,
Configuration, etc…)
• Post job opportunities and find Salesforce talent

5. THANK YOU TO AVAILITY FOR HOSTING THE EVENT AT THEIR OFFICE!!!

6. Hayley Tuller
Project Manager
Arkus, Inc.
@HayleyTuller
Creative Lightning Pages Design
Workshop
THANK YOU TO HAYLEY FOR VOLUNTEERING TO PRESENT TODAY!!!

7. THANK YOU TO EVERYONE THAT RSVP’ED TODAY!!!

8. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use
of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

10. Creative Lightning Pages Design Workshop
Hayley Tuller, Presenter

11. Creating Lightning
Pages
Unique Record Pages with
"Clicks not Code"
Hayley Tuller, Arkus, Inc

12. Creative Lightning Pages
• Before You Start
• The Building Blocks
• Tools for Your Toolkit
• Demo/Samples

13. Before You Start
• Optimize Lightning for Declarative Development
• Consider Enabling "My Domain"
• Create an "Admin View"
• Winter is Coming
Tips & Tricks Before you Dive In

14. Optimize Lightning for Declarative Development
• Lightning caches on
the client side for
performance reasons
• Switch off this "feature"
when developing to
save your sanity!
• Setup> Session
Settings> Deselect
"Enable Secure and
persistent
browser caching to
improve performance."

15. Consider Enabling "My Domain"
• Replaces server
name with a custom
"branded" URL
• More secure...?
• Some features
covered today
require MyDomain
• Not much of a
downside

16. Create an "Admin View"
• Pages can get real
crazy, real quick
• Admin page layouts
with all available
components & fields
speed
troubleshooting
• Not intended for
users – just the "God
View"

17. Winter is Coming
Lightning is soon to not
be an option!
Jump in now and be
ready in Winter '19

18. The Building Blocks
• The Standard Layout
• The Lightning Page Layout
• Lightning Components
Think of these are your building blocks!
Parts of the Creative Lightning Page

19. Standard Page Layout
Controls:
• Details Pane
• Quick Action
Buttons
• Related List Choices
and format
• Compact Layouts
• ...and more!
Setup> Object Manager> Object> Page Layouts / Compact Layouts

20. Lightning Record Page
Controls:
• Lightning Page
Layout template
• Lightning
Components
• Lightning
Component filters
• Who gets what
lightning page and
where
Setup> Lightning App Builder> Record Page

21. Hot tip!
Skip to the Object
Manager Page Layout or
the Lightning Record
Page for your object
quick and easy from the
Setup Menu!

22. Lightning Components
Three kinds:
• Standard, "out of the
box"
• Installed from the
App exchange
• Custom (that's your
cue, Developers!)
Setup> Lightning App Builder> Record Page

23. Tools for Your Toolkit
• Lightning Page Layout Templates
• Highlights Panel = Compact Layout
• Actions
• Related Lists vs. Related LIST
• Path on Contact/Accounts
Techniques, Features, and Concepts
• Related Record
• Dynamic Components
• Flow
• Guided Actions
• Using Profiles & Apps to Change the
View

24. Lightning Page Layout Templates
• Lots of different
templates to try
• Try different layouts
to highlight different
kinds of info
• Use variety to battle
notification fatigue
• Can change on the
fly with Spring 2019

25. Highlights Panel = Compact Layout
• The Compact Layout
is also the Highlights
Panel in the
Lightning page layout
• Can be placed
anywhere on the
page
• Great option for
highlighting key fields

26. Action Everything!
• Quick Action Buttons
vs Related List
Buttons
• Direct your users
with object specific
actions
• Be thoughtful about
productivity actions
• Save clicks &
improve data quality!

27. Related Lists vs Related LIST
• You can use a single
related list
component
• Pair with different
record pages by app
and profile
• Pair with dynamic
components
• Allow users to focus
on what matters most
to them

28. Path on Contacts/Accounts
• Comes from Opptys,
then spread to leads
• Available on any
object & as Lightning
component
• Expresses
movement through a
cycle... OR NOT
• Comes with a little
mini layout in path
guidance

29. Related Record with Custom Update Layout
• Create an update
action with a unique
layout
• Use to give insight
into a related parent
record on the same
lightning page
• Looks only "up" not
"down"
• Be judicious with edit
function here

30. Dynamic Components
• Filter Components
by:
• User
• Permission
• Record
Fields
• Combined with
pages assigned by
user/app/record type,
one object can have
tons of different
appearances

31. Chart Components
• Use existing reports
on the object
• Store in a dedicated
folder with read only
permissions
• Filter to the record
• Can be sandwiched
between related lists
for powerful highlight

32. Flows
• Flows are a lightning
page component
• Now is the time to dig
into Flow! New
Lightning Flow
Builder
• Define variables right
from the page
• Leverage flows
already built
• Use like quick actions
with not available

33. Guided Actions
• Set of actions you
need taken on a
record
• Composed of flows
• Ensures Consistent
interaction
• Paired with program
stage/path filter for
visibility: powerful
way to shape
interaction

34. Final Thoughts – Shake it up!
• Lightning pages have
to be activated
before visible
• Can be set as Org
defaults, or...
• Assigned by app,
profile, or record type

35. Demo Time!
Creative Lightning Pages in Action

36. Creative Lightning Pages
We Covered:
• Before You Start
• The Building Blocks
• Tools for Your Toolkit
• Demo/Samples

38. Spring ’19 Release Highlights
Highlighting Some of the Top New Features!
Marc Lester, Presenter

39. Spring ‘19 Release HighlightsSales
1. High Velocity Sales
2. CPQ & Billing: Usage-Based Pricing
3. Pardot: Einstein Behavior Scoring
4. Salesforce Essentials: Sales
Stage Customization
5.. Gmail Integration with Inbox
6. Lightning Scheduler
1. Einstein Next Best Action for Service Cloud
2. Einstein Case Classification
3.. Lightning Knowledge Transition Tool
4. Digital Engagement: Einstein Bots
Enhancements
5.. Field Service Lightning:
Preventative Maintenance
Enhancements
6. Lightning Scheduler
Service
Commerce
1. Multisite Sharing for Sorting Rules
2. Web Application Firewall
3. Dynamic Imaging Service
Enhancements
4. SEO Enhancements
5. Shield Platform Encryption for B2B
Commerce
Community
1. Salesforce Mobile Publisher for
Community Cloud
2. Einstein Next Best Action for Community
Cloud
3. Partner Account Relationships
4. Feed Translations
5. Lightning Container Component
for Community Cloud
Success
3. Premier Support: 25 New and
Refreshed Accelerators
4. Sales Help Enhancements
1. Proactive Monitoring for CPQ
2. Implementation Services for Sales,
Marketing, Community, Service, and
Field Service Lightning
1. Quip Slides
2. Native Quip in Salesforce
3. Advanced Search
Quip
4. 3 New Live Apps
5. Task Drawer
4. Health Cloud App Template for
Patients and Members
5. Lightning Scheduler
Industries
1. Social Determinants
2. Referral Management
3. Health Cloud Campaigns and
Journeys
Financial Services Cloud
Health Cloud
2. Financial Services Analytics1. Lightning Scheduler
Platform
Platform Services
1. Platform Encryption: Cache-Only Keys
2. Change Data Capture
3. High Volume Platform Events
4. Salesforce Connect: External Change
Data Capture
5. Login Discovery for My Domain
Lightning
1. Lightning Web Components
2. Salesforce Mobile Publisher
3. Lightning Flow Builder
4. Lightning Experience Transition
Assistant
5. Pop Up Utilities Windows
Developer Experience
1. Salesforce DX: Sandbox Cloning
2. Salesforce DX: Lightning Web
Component Support for VS Code and
Salesforce CLI
3. Salesforce DX: Replay Debugger
4. Heroku: Enterprise Accounts &
Teams Enhancements
5. Heroku: Version Control Systems
Integration Enhancements
Einstein Analytics
1. Einstein Data Insights
2. Einstein Prediction Builder
3. Financial Services Analytics
4. Combo Chart Enhancements
5. Lightning Historical Tracking
Reports
4. Health Cloud App Template for
Patients and Members
5. Lightning Scheduler
Spring ‘19 ReleaseHighlights

40. Platform
Services

41. Login Discovery for My Domain
Now customers can log in to Salesforce using
a registered phone number or email address.
Provide a seamless user login for My Domain customers.
Learn More Watch Demo
AdminAdmin

42. Salesforce DX: Sandbox Cloning
Easily and quickly make copies of existing
sandboxes with all their metadata
customizations and data.
Create new sandboxes with your customizations built in.
Learn More Watch Demo
DeveloperDeveloper

43. Einstein
Analytics

44. Einstein Prediction Builder
Make predictions about almost any field in
Salesforce.
Power a workflow, focus your efforts, and
work smarter.
Work smarter by predicting business outcomes, and acting on your data.
Learn More Watch Demo
Business User
*Included with purchase of Einstein Analytics Plus or Einstein Prediction.

45. Learn More Watch Demo
Business User
Einstein Next Best Action for Service Cloud
Deliver personalized recommendations at
the point of maximum impact by combining
your company’s business rules, powerful
predictive models, and data—both inside
and outside of Salesforce
Deliver the right offer at the right time with AI built for Service Cloud

46. Learn More Watch Demo
Einstein Next Best Action for Community Cloud
Einstein analyzes all business activity
taking place within an organization, then
applies business rules and AI to surface
personalized recommendations at the point
of maximum impact.
Deliver the right offer at the right time with AI built for Community Cloud
Admin
Admin

47. Lightning Historical Tracking Reports
See how your data has changed over time.
Create, edit and view historical tracking reports
in Lightning.
Keep track of your data wherever it is, and whenever it’s from.
Learn More Watch Demo
Business User

48. Lightning
Experience

49. Lightning Flow Builder
Automate business process flows more easily
than ever before with drag and drop
functionality and a simplified toolbox.
Build more intuitive process flows faster and easier.
Learn More Watch Demo
Business User

50. Lightning Experience Transition Assistant
Transition to Lightning easier than ever before
with step-by-step guidance, tools, and helpful
resources.
Streamline your move to the Lightning Experience.
Learn More Watch Demo
Admin

51. Pop Out Utilities Windows
Pop Out utility windows lets you access all your
utilities easily so everyone can see their apps
and tools at the same time.
Easily access all your favorite utilities on a single screen.
Learn More Watch Demo
Business User

52. Sales
Cloud

53. Learn More Watch Demo
Business User
Integration with Gmail
Work with your Salesforce data, productivity
tools, and Einstein AI, in one easy-to-use
location.
Sell faster and smarter, all from within your email.

54. Learn More Watch Demo
Business User
Lightning Scheduler
Deepen customer relationships with precision scheduling
Improve productivity and customer
engagement with streamlined appointment
booking
*Add on for Sales Cloud, Service Cloud, Financial Services Cloud or Health Cloud.

55. Service
Cloud

56. Business User
Einstein Case Classification
Assist your agents by triaging their cases
automatically.
Using machine learning from past cases,
Einstein pre-populates fields values with
recommendations for your agents reducing
time to resolution.
Intelligently prioritize cases and accelerate their resolution.
Learn More Watch Demo

57. Learn More Watch Demo
Business User
Lightning Knowledge Transition Tool
Unify your data into one Knowledge object,
empowering your service agents by
suggesting the right articles, and giving
them easy access to tools like hover view
increasing time to resolution.
Help agents solve cases faster by transitioning to Lightning Knowledge.
Admin

58. Community
Cloud

59. Learn More Watch Demo
Partner Account Relationships
Easily share select information from a lead
or an opportunity to help your channel build
the partnerships, while still protecting
sensitive data, like deal size or confidential
information between the distributor and the
customer.
Manage multi-tier distribution channels with clicks, not code.
Admin
Learn More Watch Demo

60. Success
Cloud

61. Learn More Watch Demo
Admin
Premier Support: 25 New and Refreshed Accelerators
Get personalized guidance for your specific
business needs with Accelerators, and get
more immediate access to expert guidance
with more Accelerator Lives.
Get 1-1 expert coaching to meet your key objectives with Accelerators

62. Learn More Watch Demo
Admin
Salesforce Help Enhancements
Get the help and guidance you need fast
with our latest enhancements to our Help
website..
Find answers more easily with our improved help website.

63. Spring’19 is Here!
1 2 3
Visit
the Release Site
Read
the Release Notes
Join
the Release Community
See the new features come to life by
watching Salesforce product
marketers demo their favorite
features in the Spring’19 Release.
Learn about all the new and
improved Salesforce features
in the Spring’19 Release.
Get the latest release information,
answers to your questions, and
interactive product discussions
— all in one place.
LEARN MORE
LEARN MORE
LEARN MORE

65. Community Group Updates and
Closing Remarks

66. Step 1:
Explore the
latest quests &
jumpstart your
learning habit
Step 2:
Choose your
quest and set
your learning
goals
Step 3:
Unlock limited
edition
community
badges or win
sweet prizes.

67. JOIN THE MOVEMENT &
START HAVING AN
IMPACT TODAY.
salesforce.org/pledge-1/

68. Upcoming Group Events
 MARCH – Tentatively coordinating a volunteer event for Saturday, 3/30 from 8:30-11:30 at
Feeding Northeast Florida
 APRIL – Tentatively coordinating a meeting event for 4/24 or 4/25
 MAY – Anyone interested in participating in BKS Partners Corporate 5K on Thursday, 5/2?
Also tentatively coordinating a networking social for mid-May

69. • Two days well-spent September 12th-13th
• NEW LOCATION: Doubletree by Hilton Orlando Airport
• Looking for Sponsors Now!
• Early-Bird Tickets go on sale 3/1/2019
• Follow us on Twitter: @dreamin_florida
Save the Date!

70. NOVEMBER 19TH-22ND

72. QUESTIONS?
Marc Lester
Marc.Lester@trailblazercgl.com
Salesforce Consultant
Coastal Cloud
Adam Haas
Adam.Haas@trailblazercgl.com
Salesforce Consultant
Coastal Cloud

73. Thank you!

74. Network and …