Trailblazer Community - Salesforce meetup in Barcelona (Administrators)

1. Learning by Doing!
Dec 2022
Salesforce Admin Group
Barcelona, Spain

3. David Sánchez Carmona
● 14 years expanding CRM applications
● 600+ badges in Trailhead
● 10 certifications earned
● 5th prize at #FlowFest V1
● 2.5+ years working as Salesforce Platform Manager &
Architect at The Hotels Network

4. Hina Kausar
● Originally from India, Bangalore
● 9 years of total IT experience, with 3+ years in
Salesforce ecosystem
● Former Salesforce Student group leader
● 1.5 years in Barcelona and currently working as
a Senior Salesforce developer at IBM
● 4 certifications earned

5. Mohamed K. Abousteit
● Egyptian living in Barcelona since 8 years
● 15 years in Digital, Enterprise systems
● Salesforce enthusiastic since 2018
● 3+ Years as Salesforce Product Owner (Services, and
Field Services- ServiceMax)
● Certified Administrator
● Trailhead Ranger (100)

6. Our Sponsor
ISDI Webinars 2023 - Calling for Speakers!
Spanish or English
Armelle (Head of Marketing): ajaclot@isdi.education

7. Take pictures & share them!
#TrailblazerCommunity
#Salesforce
#Barcelona

8. A new lever to expand our group
New Whatsapp group for our group members
in Barcelona - join us here:
https://chat.whatsapp.com/GHuZU3Q3LJPGxd4
sHTsMGG
● Please Don’t Spam others
● Let’s help each other:
○ Job offers in Barcelona
○ Technical or functional questions
○ Looking for a mentor
○ Proposing informal afterworks!

9. Agenda
● 19:00 Welcome
● 19:05 A day in the life of…
● 19:30 Partner Community and Partner Learning
Camp (PLC)
● 19:40 Backlog management (Types of Backlogs)
● 19:50 Break & Networking
● 20:15 Hands-on Workshop
● 21:00 Wrap up

10. “A day in the life of…”
#CareerAdvice

11. A day in the life of…
Hina Mohamed David
Morning → Mid morning → After Lunch
Developer
at a Salesforce
partner
Product Owner
at a large Salesforce
client
Platform Manager,
Architect & Admin at
a startup client
Joaquim
Business Analyst
at a Salesforce
partner
Ask us a question & earn a SF notebook
(3 first questions only!)

12. Partner Community
and
Partner Learning Camp (PLC)
#PartnerTraining

13. Why and What is Partner Community and
Partner Learning Camp (PLC)
● The Salesforce Partner Community is a portal built and
maintained specifically for Salesforce partners.
● It's where our partners manage their business, learn best
practices, and engage with Salesforce employees in a
secure environment.
● Partner Learning Camp (PLC) is the primary learning
destination to expand capabilities to meet customer needs
now and in the future.
● Made just for Salesforce partners, PLC offers a growing
list of on-demand training and engaging events, curated for
all Partner Trailblazers (ISV, Consulting, Agencies and
Resellers).

21. The look and feel of PLC
Learn How to Use Partner Learning Camp

23. Time for a break!
Let’s mingle & eat some empanadas!
“It takes a village to…raise a Salesforce professional”
● Connecting local Mentors & Mentees (commitment of 4 sessions of 30 min
each to give career orientation, improve skills, …)
○ Looking for a Mentor or Mentee?
● You tell us - What do you need to improve your skills & deliver better
applications in Salesforce?
Please contact me:
david.sanchez.carmona@trailblazercgl.com
Also in the new Whatsapp group!

24. Hands-on Workshop
Designing an app
with real life use cases!

25. Why are we doing this workshop?
● Most of errors in an application are coming
from wrong / partial assumptions in design
phase
● And it’s 100x more expensive to fix it in
Production than in design phase
● The Blame Game - not cool
● Well-Architected: Everybody in the team
is responsible for designing the optimal
solution, each of them has to maximize the
value from their perspective or skill
(admin, app builder, tester, support
specialist, business analyst, developer,
and...architect!)".
Test Drive Development (TDD)
https://trailhead.salesforce.com/content/learn/modules/unit-testing-on-the-lightning-platform/why-we-test

26. Lots of tools at your disposal !
Accounts
Contacts
Person
Accounts
Opportunities
Sales Path
Meetings,
Calls,
Emails,
Tasks
Timeline
Account
Team
Opportunity
Team
Case Team
Files
Products
Pricebooks
Global
Search
Sales
Forecasting
Chatter
Slack
Notes
3 Releases
per year
Sharing
Settings
Profiles
Roles
Permission
Sets
Sharing Rules
Field Level
Security
Data Import
Data Export
Password
Policy
IP Ranges
Login
Hours
Standard &
Custom
objects
Monitor &
Increase
User
Adoption
In-app
Guidance
Help Menu
Campaigns
Leads
Salesforce Mobile app
(Android / iOS)
Email Integration
(Gmail, Office365)
Email Templates
Automations
(Flows,
Process
Builder,
Workflows,
Quick
Actions)
Validation
Rules
Assignment
Rules
Queues
Sales
Processes
Record
Types
Reports
Dashboards
Layouts
List Views
Quotes
Contracts
Assets
Industries: Health
Cloud, Financial /
Insurance, CPQ, …

27. Business Context
● Overall Project Goal:
○ Since implementing Salesforce 6 months ago, AW Computing has been
on an upward trajectory in sales and revenue.
○ Now Ling Wu, the vice president of human resources, has asked you to
help her recruiting team more efficiently handle the hiring process.
● Cloud we’ll use today: Sales Cloud
● 2-4 teams (8 members/team) - put a name to your team!
● Timebox: We've got aprox. 45 minutes for the workshop
● Quick Wins:
○ Better user experience but reducing number of clicks
○ Actionable Data for the business
○ Some strong automated sales processes

28. A hands-on Trailhead project to
tackle all relevant features
Steps we’re going to follow in the next
workshops:
1. TODAY → Design the data
model
2. Customize the user interface
3. Increase data quality
(formulas, validation rules, roll
up formulas)
4. Keep data secure (profiles, field
level security, permission sets…)
5. Automate business processes
(approvals, flows)

29. Activity #1 Open discussion in each
team - How would you design the
data model?
Tools:
● Use the human logic
● Talk to your teammates
● Pen & Paper - no computers
Review
Job Posting Site
Position Candidate
Interviewer
Job Application
One Position can be published
in multiple Job Posting Sites,
and one Job Posting Site can
have multiple Positions
published
A Review have a Job
Application, and can have
an Interviewer
A Job Application have a
Candidate and a Position
Timebox: 15 minutes

30. Activity #2
Each team has to present a
solution
Deliverables:
● Data model in a piece of paper - please
identify the main objects and relationships
between objects
Timebox: 15 minutes

31. Activity #3
Let’s build it in our playground!
Demo of the Proposed Solution
Review
(custom)
Account
(standard object)
Job Posting Site
(custom)
Contacts
(standard object)
Opportunities
(standard object)
Position
(custom)
Job Posting
(custom Junction)
Candidate
(custom)
Interviewer
(custom)
Job Application
(custom)
Account Contacts
Junction
Related
Position
Lookup Relationship Master-Detail Relationship
Sales process Recruiting process
Timebox: 15 minutes

32. Workshop Wrap Up
● Make it escalable to your current & future needs
● Choose wisely: Lookup Relationship vs Master Detail Relationship
● Use a Junction object to enable many-to-many relationships:
○ One Position can be published in multiple Job Posting Sites, and
one Job Posting Site can have multiple Positions published

33. Salesforce Administrators Group in Barcelona
Let’s get ready for the next in-person event!
Our Sponsors
?
The Date The Topics The Speakers
? ?
The Venue
C/ Diputació, 37
Barcelona
Looking for Speakers!
david.sanchez.carmona@trailblazercgl.com
Feb
2023