190724 Trailhead DX19 global gatherings presentation
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TrailheadDX'19 Highlights for Admins
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190724 Trailhead DX19 global gatherings presentation
- 1. TrailheaDX ‘19 Highlights for Admins #AwesomeAdmin email@salesforce.com, @twitterhandle Presenter Name, Title of Presenter
- 2. Thank You for Attending! TrailheaDX ‘19 Global Gatherings
- 3. Agenda 1. TrailheaDX ’19 Event Overview 2. Opening Keynote Highlights 3. Summer’19 Releases 4. How to rock a demo 5. Process Builder Demo
- 8. Opening Keynote: Speakers Parker Harris Co-founder & CTO Sarah Franklin EVP, Dev Relations and GM, Trailhead Leah McGowen-Hare Sr. Director, Trailhead Evangelism Ryan Ellis SVP Product Mgmt, Platform Zayne Turner Principal Developer Evangelist
- 9. Opening Keynote: Theme The Empowered Trailblazer: Continuous Innovation on the Salesforce Platform
- 10. Build networks with clicks Automate data with Lightning Platform Easily connect partners Complete the NEW Salesforce Blockchain Module on Trailhead Read the Intro to Blockchain for Admins blog post on admin.salesforce.com The fast and easy way to build trusted partner networks Introducing Salesforce Blockchain
- 11. Deliver Continuous Innovation on the Salesforce Platform
- 12. Learn New Skills KEY ANNOUNCEMENTS NEW Trailhead Modules: 1. AI Ethical Use 2. Indeed resume writing strategies NEW Marketing Cloud Developer Cert NEW Trailblazer Connect NEW myTrailmoji
- 13. Video From Opening Keynote - RAD Women Click here to play the RAD Women Video!
- 14. Introducing Amplify Denver/Boulder Save the Date for our next gathering: October 16th | Galvanize, Boulder Campus Amplify Mission: Empowering underrepresented voices in the Salesforce.org ecosystem and those who support them to be fearless leaders in technology. Examples of Underrepresented Voices: People of color, women, and people who identify as transgender, nonbinary, LGBTQIA+, differently abled, and neuro-diverse. WeAreAmplify.org@Amplifydenverb
- 15. Build Modern Apps KEY ANNOUNCEMENTS NEW Lightning Web Components Open Source: Developers can now use the same framework on and off the Lightning platform, learn by exploring the source code, and help drive the roadmap by contributing code NEW Einstein Platform Services: Einstein Predictions Service Einstein Optical Character Recognition Einstein Translation
- 16. Video From Opening Keynote - Susannah St-Germain Click here to play Susannah’s Trailblazer Story!
- 17. Integrate Any Data, App or Device KEY ANNOUNCEMENT NEW MuleSoft API Community Manager: A tool that empowers everyone to share integrations, and personalize experiences with clicks
- 18. Video from Keynote: Phil Connaughton Click here to play Phil’s Trailblazer Story
- 19. Congratulations to the 3 Newest Golden Hoodie Recipients Watch the full keynote here
- 21. Highlights from the Top 6 Breakout Sessions for Admins Create a Vision for Salesforce Shannon Gregg Michael Gerholdt How To Rock Your Salesforce Demo (and why it matters) LeeAnne Rimel Decluttering Your Org: Steps to a More Optimized Salesforce Christopher Marzilli Intro to Object Oriented Programming (OOP) for Admins Kieren Jameson Measure Pipeline Performance with Historical Tracking Reports Liz Skaates Make the Move to Lightning Experience in 60 Days Rebecca Saar, Kelly Walker, Melanie Head
- 22. Create a Vision for Salesforce in Your Company How Do You Create a Salesforce Vision and Get Your Stakeholders on Board? 1. Build the Vision • What: Unfreeze old behaviors, change thought patterns, refreeze new habits. • How: • Unfreeze: Interview execs, stakeholders on what they’d love to see Salesforce do for the company. • Change: Deliver the “art of the possible” by demonstrating the capabilities of the Salesforce platform. • Refreeze: demonstrate the new vision and orient stakeholders to it. 2. Shape the Environment • What: Model the new way, inspire the vision, challenge the process, enable others to act. • How • Communicate the Vision: Use all of your methods to communicate the vision of how Salesforce can be your company’s central source of truth: email, text, Chatter, team meetings, town halls, leadership retreats. • Teach the Vision: Join team meetings to find ways to replace non-collaborative methods with Salesforce (i.e. using Excel for tracking). • Host “Office Hours”: a time when users can come to you with current challenges. Unfreeze Change Refreeze
- 23. Create a Vision for Salesforce in Your Company How Do You Create a Salesforce Vision and Get Your Stakeholders on Board? 3. Deliver the Results • Determine the results and outcomes you’ll measure prior to the start of your effort. Take an Orientation of Power and Influence • No one knows Salesforce better than you in your company. You’re the expert! • How: Benchmark the attitudes and adoption prior to launching your vision project. This will help you to measure your delivery. Deliver on a Behavioral Approach • Can someone do their job outside of Salesforce? If so, the vision isn’t yet complete; develop an end to end grand vision. Resources Salesforce Admins Website admin.salesforce.com Access to blogs, podcasts, webinars, and more Salesforce Index Score bit.ly/SFIndex
- 24. Step 1: Consider Your Audience and The Goals of Your Demo When do we demo? Training End Users, Executive Sponsorship, Project Updates, Community Groups, Salesforce Sessions, Job Interviews & more! What are our demo goals? Adoption & training, support, encourage innovation (release features, proof of concepts Steps to Deliver an Impactful Salesforce Demo How To Rock Your Demo Step 2: Build Your Demo The Demo Formula: Business Need + Feature + Impact = AWESOME! Apply the Formula Use this formula for every feature/tool/customization you want to show. This will help your audience understand why you are showing them a particular area, and why it will be impactful to them
- 25. Step 3: Deliver an Awesome Demo Pre-flight checklist: Clean up or hide any distractions on your desktop & browser. Turn on Do Not Disturb, close all unrelated apps, hide bookmarks Get Ready: Write out your click path, rehearse, make sure you know where you will click and what you will type Take-off: Slooooow down, don’t overuse your mouse, pause and let your audience review what you are showing them Helpful Demo Resources: Trailhead: Reach Your Audience with Rad Content: bit.ly/contenttrail Podcast: Demos are the Ultimate Adoption Tool: bit.ly/demopod18 Blog: 5 Tips to Rock Your Next Salesforce Demo: Bit.ly/5tipsdemoblog Steps to Deliver an Impactful Salesforce Demo How To Rock Your Demo
- 28. Inspect Deals and Measure Pipeline Growth Which deals have shrunk in value or been pushed out since last week? Historical Tracking Reports Show Changes To Your Pipeline Over the past few months, have we been building pipeline?
- 29. Other Use Cases Time Period: • Show changes for current month and prior 3 months Supported Objects: • Opportunity • Case • Forecast • Up to 3 Custom objects Historical Tracking Reports Show How Your Business Has Changed Over Time
- 32. Keep Blazing Trails! Salesforce Admins Website admin.salesforce.com Access to blogs, podcasts, webinars & more Trailhead sforce.co/summer19 Skill up for the future and start a life-long learning journey Join us for the The MOAR You Know sforce.co/buildspiration Get #Buildspiration with Summer '19 features Trailblazer Community sforce.co/AdminTrailblazerGroup Join thousands of peers in the Admin Trailblazers Chatter Group
Notas do Editor
- Talk Track: Welcome to the Fort Collins TrailheaDX '19 Global Gathering for Admins! My name is Betina as you all know, I own a consulting company called Cloud2b we work mainly with nonprofits, education organizations and CPG. Even tough I have been involved with the Salesforce environment for 7 years I’m working now in my admin certification that I hope to get done until October of this year. And I have to confess that this group here is helping me a lot to grow my knowledge in this area. Today we’re going to share some of the key highlights and announcements from the event, which was held in San Francisco in late May.
- Talk Track: Today’s Global Gathering is one of over 170 events being held all around the world for Admins. Thank you for taking the time to learn and connect with our local Salesforce community!
- Talk Track: Here is the agenda for today. First, we’re going to give you a quick overview of the event. Second, we’ll share some highlights and announcements from the opening keynote, and the low code super session. Last we’re going to give you a high level overview of 6 of the top breakout sessions for admins.
- Talk Track: - Let’s start with the event overview!
- Talk Track: The event was held in San Francisco’s Moscone West Centre on May 29 & 30 – the same place that Dreamforce is held. The event kicked off with an opening keynote hosted by Parker Harris. There were also 4 super sessions: 1/ Innovation 2/ Code 3/ Low Code 4/ MuleSoft The Low Code Super session content was largely geared towards Admins, and provided insights as to how Admins can use the Salesforce platform to build amazing solutions. In addition to the opening keynote and super sessions, there were also over 400 breakout, theatre and workshop sessions. Following the conference part of the event, there was also a bootcamp.
- Talk Track: Like any Salesforce event, the Twitterverse was on fire! Lots of tweets about how Admins were learning and connecting to the community! Check out these hashtags on Twitter to see some of the action! #TDX19 #AwesomeAdmin #CodeGoals #Lightning
- Talk Track: - Let’s now talk about the opening keynote which kicked off TrailheaDX!
- Talk Track: The keynote was hosted by Parker Harris, the co-founder and CTO of Salesforce. Other speakers included Sarah Franklin, Leah McGowen-Hare, Ryan Ellis and Zayne Turner.
- Talk Track: The overarching theme of the opening keynote was EMPOWERMENT – Trailblazers are empowered to deliver continuous innovation on the Salesforce platform.
- Talk Track: The big announcement at TrailheaDX was Salesforce Blockchain – the fast and easy way to build trusted partner networks. It’s a new way to build trust into any app easily and empower businesses and people to connect in new, trusted ways across any industry. For Admins, this means we can build blockchain apps fast, with clicks – we can declaratively build apps, networks, and smart contracts that extend CRM to partners and are unique to our business. We can automate blockchain data with the full power of Lightning and make blockchain data actionable with built-in support for Flows, Search, AI, and Bots. Salesforce Blockchain will also allow us to engage partners easily by connecting apps to share data quickly and securely across your network with complete transparency and traceability. For more information about Blockchain you can: Check out the new Salesforce Blockchain module on Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-blockchain-basics?trailmix_creator_id=strailhead&trailmix_id=blockchain-trailmix and Read the Intro to Blockchain for Admins blog post: https://admin.salesforce.com/introduction-to-salesforce-blockchain-for-admins
- Talk Track: The keynote addressed how Trailblazers are empowered to: Learn New Skills Build Modern Apps Integrate Any App, Data or Device Let’s now take a look at some of the key announcements and takeaways from each of these sections.
- Talk Track: Sarah Franklin, EVP, Dev Relations and GM, Trailhead, talked about how Trailblazers are empowered to learn new skills, and how Salesforce is committed to skilling up the workforce of the future. Sarah also discussed how the Salesforce economy is creating millions of jobs and millions of Trailblazers, and how over 14M Trailhead badges have been earnt by Trailblazers all around the world. Lots of other announcements were also made: 2 new Trailhead modules - 1. AI Ethical Use. 2. Indeed resume writing strategies A new Marketing Cloud certification for Developers Trailblazer Connect, a new program that aims to help you connect to job opportunities. We’ve included a link to a blog post to read more about the amazing career fair that took place at TrailheaDX, which offered resume services, personal pitch feedback, photo headshots and career coaching : https://www.salesforce.com/blog/2019/04/trailheadx-19-career-fair.html And of course a fun new feature on Trailmoji was announced – myTrailmoji – which invites users to join a new adventure by creating and sharing versions of Salesforce characters that reflect their personal style, hobbies, and interests. Now you can customize Astro!
- Talk Track: - The RAD Women Trailblazer Story was also featured in this part of the keynote – it’s an inspiring story about a group of passionate Trailblazers that are using the Salesforce Platform to help close the equality gap that exists in technology. - Radical Apex Developing (RAD) Women have been teaching women to code on the Salesforce platform since 2015, promoting diversity in tech. Through an ever-growing community of empowered Trailblazers, RAD Women fosters a pay-it-forward culture in which women learn, inspire and share their knowledge of Apex developing with others.
- Mission: To support and elevate under represented voices in the Salesforce zecosystem
- Talk Track: Ryan Ellis spoke about how Trailblazers are empowered to build modern apps using the Salesforce platform. Ryan spoke about how Lightning Web Components represents an exciting change for how Developers can build on Salesforce. What does this mean for admins? As Admins, it is important to be aware and educated on changes that impact roadmap planning across declarative and programmatic building. As the architects of Salesforce implementations, Admins need to understand all of the elements that contribute to a finished product (your Salesforce environment) even if you aren’t going to be building those particular elements. Ryan made 2 key announcements in his section: Lightning Web Components Open Source and also Einstein Platform Services. With Lightning Web Components Open Source, Developers can now use the same framework on and off the Lightning platform, learn by exploring the source code, and help drive the roadmap by contributing code. With Einstein Platform Services, Ryan announced Einstein Predictions Service, Einstein Optical Character Recognition and Einstein Translation.
- Talk Track: - Susannah St.Germain’s Trailblazer story was featured in this part of the keynote – it’s an inspiring story about how Susannah, who started as a Salesforce Admin, is using the Salesforce Platform to create impact at her company, in her career and in the community. - Susannah St-Germain creates time-savings apps for Boston Scientific enabling the company to focus on creating life-saving devices. A former musician, Susannah, used Trailhead, Salesforce's free self-directed teaching module, to propel her career, blazing a trail for herself while inspiring others with non-technical backgrounds.
- Talk Track: Zayne Turner spoke about how admins and developers are empowered to Integrate Any Data, App or Device. She made the key product announcement of MuleSoft API Community Manager, a tool that empowers everyone to share integrations, and personalize experiences with clicks.
- Talk Track: - This part of the keynote also featured an inspiring story about a young engineer, Phil Connaughton, and his team at Asics, who together transformed the Asics digital commerce strategy using the Salesforce Platform. - Phil and his team of developers created the e-commerce platform for ASICS Digital using MuleSoft and Salesforce technologies bringing the famed 70-year-old company into the digital future. Phil is dedicated to being on the bleeding edge of technical development while inspiring those around him to reach their potential.
- Talk Track: A reminder that you can also watch the keynote in it’s entirety on YouTube! https://www.youtube.com/watch?v=9I0A_Mj0gHA is the link.
- Talk Track: - Now we are going to give you a very quick overview of the 6 top Breakout sessions for admins at TrailheaDX.
- Talk Track: Shannon Gregg and Michael Gerholdt delivered an amazing presentation on how you can create a vision for Salesforce in your company. They answered the question: how do you create a Salesforce vision and get your stakeholders on board? First, they spoke about how to build the vision. To do this you can use “change management theory”, a proactive process that individuals in the organization conceive in a vision, which they articulate and persuade others to work together to fulfill. This involves: unfreezing old behaviors, changing thought patterns, and refreezing new habits. How: Unfreeze: Interview execs, stakeholders on what they’d love to see Salesforce do for the company Change: Deliver the “art of the possible” by demonstrating the capabilities of the Salesforce platform Refreeze: demonstrate the new vision and orient stakeholders to it Second, they spoke about how you can shape the environment – how you can model the new way, inspire the vision, challenge the process, enable others to act How Communicate the Vision: Use all of your methods to communicate the vision of how Salesforce can be your company’s central source of truth: email, text, Chatter, team meetings, town halls, leadership retreats Teach the Vision: Join team meetings to find ways to replace non-collaborative methods with Salesforce (i.e. using Excel for tracking) Host “Office Hours”: a time when users can come to you with current challenges
- Talk Track: - Third they spoke about how you deliver the results. How do you determine the results and outcomes you’ll measure prior to the start of your effort: Take an Orientation of Power and Influence No one knows Salesforce better than you in your company. You’re the expert! How: Benchmark the attitudes and adoption prior to launching your vision project. This will help you to measure your delivery. Deliver on a Behavioral Approach Can someone do their job outside of Salesforce? If so, the vision isn’t yet complete; develop an end to end grand vision. They also provided you with some amazing resources to help you create a vision for Salesforce, including admin.salesforce.com – where you can access blogs, podcasts, webinars and more. They also suggested that you take the Salesforce Index Score, which measures the three key stages for successful adoption of Salesforce: Build the Vision, Shape the Environment, Deliver Results. This index also includes two personal measures that are important for Salesforce admins, developers, and product owners: Ability to Influence, Confidence. By answering a short series of questions over five days, you’ll learn your Salesforce Index Score so you know exactly where to focus your efforts.
- Talk Track: LeeAnne Rimel gave an awesome presentation about how to rock your demo and gave practical steps about how you, too, can deliver an impactful Salesforce demo. She broke up the presentation into 3 bite sized sections: 1/ Consider Your Audience and The Goals of your Demo – she gave examples of when we might demo, for example, when we are training end users. And also, encouraged us to consider what our demo goals are. 2/ Build Your Demo – LeeAnne introduced us to a demo formula: Business Need + Feature + Impact = AWESOME! She encouraged us to use this formula for every feature/tool/customization we want to show.
- Talk Track: 3/ Deliver an Awesome Demo - LeeAnne also offered practical tips about what to do before you give your demo – for example, turning on Do Not Disturb, and closing unrelated apps. Here are a bunch of resources LeeAnne suggests to rock your Salesforce demo, please check them out: Trailhead: Reach Your Audience with Rad Content: bit.ly/contenttrail Podcast: Demos are the Ultimate Adoption Tool: bit.ly/demopod18 Blog: 5 Tips to Rock Your Next Salesforce Demo: Bit.ly/5tipsdemoblog
- Talk Track: Christopher Marzilli gave an amazing presentation about how you can declutter your org. He spoke about how you can: 1/ Assess your org’s technical debt – including, how you can leverage tools like Optimizer 2/ Define the corrective action – including how you can leverage Lightning as an opportunity to re-think and clean up 3/ Execute on your plan – including developing a comms plan to inform end users
- Talk Track: Christopher also provided these helpful org Cleanup resources, please check them out: Trailhead: Salesforce Optimizer Blog: Time to Clean up Those Unneeded Salesforce Customizations 5-Step Process for decommissioning old and unused Salesforce Customizations https://sfdc.co/cleanup Blog: Help! My Role Hierarchy is a Mess Detailed process with multiple options for cleaning up Roles https://sfdc.co/rolemess
- Talk Track: Liz Skaates gave a presentation about how you can measure pipeline performance with historical tracking reports. If your company has a direct sales team, they will most likely want to inspect each deal and review their pipeline. They will want to know if any deals are at risk – usually by looking at the deals that have shrunk in value, or where the close date has been pushed out. They also want to know if their pipeline is growing, to maximize their changes of hitting their annual quota. Historical tracking reports provide that information.
- Talk Track: Liz spoke about how Historical Tracking reports can also show how other areas of your business have changed over time, as well. You can track how Support Cases have changed over the past few months, or Forecasts, and up to three custom objects.
- Talk Track: - Rebecca Saar, Kelly Walker and Melanie Head delivered an impactful presentation about how you, as an admin, can move to Lightning in 60 days! - They put together a timeline that is aimed to help you achieve this goals, with 3 stages – Discover, Roll Out and Optimize: Discover (T-60 Days) Evaluate your org’s readiness for Lightning Experience with the Readiness Check Create a plan for your rollout Align with stakeholders Roll Out (T-45 Days) Pick champions and assign them Lightning Experience Plan for change management Implement Lightning Experience features & adjust existing customizations Optimize (T-0 Days) Go Live! And have a party! Leverage in-app adoption drivers to keep users in Lightning Experience Plan your next phase and repeat Also, they created a Trailmix for you to help you learn as much as you can about Lightning and how to roll it out.
- Talk Track: - Melanie Head summarized her experience in moving to Lightning Experience, and what worked well at her company. - She encouraged people to put together a rollout strategy in the discovery phase, including prioritizing communication and training. - In the Rollout phase, she suggested that you hold “office hours” where people can drop by and ask any questions they want about Salesforce. - In the Optimize phase, she suggested that you collect feedback through focus groups and on Chatter.
- Talk Track: - Here are some way that you can keep blazing trails to learn more: Visit the Salesforce Admins Website where you can get access to blogs, podcasts, webinars and more: admin.salesforce.com Visit Trailhead to skill up for the future and start a lifelong learning journey. Here’s the link to the Summer ‘19 badge: sforce.co/summer19 Join us for the The MOAR You Know at sforce.co/buildspiration to Get #Buildspiration with Summer '19 features. Join thousands of peers in the Admin Trailblazers Chatter Group at sforce.co/AdminTrailblazerGroup
- Talk Track: Thank you all again for attending this Global Gathering for TrailheaDX. We hope that you have found it helpful and that you feel empowered to deliver innovation at your company using the Salesforce Platform.