Content delivered in our Salesforce Study Group in Barcelona (December 14th 2019)

1. Study Group
Barcelona Administrators Group

2. Agenda
for today
★ 9.55 Welcome & Introductions
○ Today’s Sponsors & Mentors
○ Highlights of Dreamforce 2019
○ Administrator Exam Guide & Strategy
○ Trailhead - how do you feel today?
★ 10:00 - 11:45
○ Admin’ topics: Quick Overview (25 min)
○ Open Debate: “Org Confessions” (10 min)
○ Let’s earn new badges today - “Build a Recruiting App”
(Time-boxed 60 minutes)
★ 11:50 - 12:20 Presenting like a Champion!
○ Present your solution approach
○ Voting for Today’s Champion #freevoucher
★ 12:20 - 12:30 - 8 Tips for Success

3. This Study Group supports 4 Sustainable Development Goals (SDGs) #ohana
https://www.salesforce.com/blog/2019/11/sustainable-development-goals-sdgs-dreamforce.html?_lrsc=26d592bc-412d-4c9b-923d-5b1a14b66aba

4. Trailhead Academy - Sponsors - Thanks!!
https://www.isdi.education/sites/default/files/curso_adx201_1.pdf
Interested in 1 week of full-time Training from Monday-Friday 9:00 to 18:00 ?
Special Price for you members of our Barcelona Administrators Group:
1.000 €
Exam Fee included
Contact details: bbucher@isdi.education

5. Hall of Famous Mentors #ohana #bigthankyou
Calling for new Mentors in Barcelona!
Happy to have you in our next Study Group session!
david.sanchez.carmona@trailblazercgl.com
Admin Certif earned?
2+ years of hands-on
experience?
Fancy to present a
topic to the audience?
[Your Name here]
Mariana
Miranda

6. David Sánchez Carmona
Leader of Barcelona Administrators Group
Next planned Cert: Instructor
270+ badges in Trailhead
Superbadges: 1
I love Salsa & Kizomba dancing!
Salesforcing since 2013 | Working for a Gold partner

7. Highlights of Dreamforce 2019 - November 19-22
Einstein Search - a revolution is coming!
● Today Search provides personalised results
for each user
● Tomorrow (Beta), they will be able to take
actions, such as edit, directly from search
results instead of clicking into a record.
● Less reports or list views, now users are
searching for “my open opportunities”.
● Permission Set Groups
● Dynamic Forms
● Dynamic Actions
● From PDF to Labs App: The Salesforce Optimizer
Gets Redefined

8. How do you feel today?
Knowledge
# of badges
earned in
Trailhead
Practice-Practice-Practice
# of hours spent in your
Developer org #fun
100+
Lots
Be patient with yourself. Some
things simply cannot be learned
right away — you need time.
Under 50 badges
Very limited hands-on experience in
CRM & Salesforce
New Trailhead Go app for

9. ● 60 questions with a Passing Score of 65% in 105 minutes - Your Goal = 40 correct answers
● Deberías estudiar en INGLÉS - así evitas tener que traducirlo todo!
● Si tu nivel de inglés en medio-bajo, abre un caso al SF Trailhead team y te darán 30 minutos extra en el
examen (135 min) - IMPORTANTE: hay que solicitar con antelación a través de un caso en Success Portal
● Idiomas en los que se puede hacer: Español, Inglés y otros
● Exam Guide: https://trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide
14% - Standard & Custom Objects
14% - Sales & Marketing Applications
13% - Security & Access
13% - Service & Support Applications
10% - Data Management
10% - Analytics - Reports & Dashboards
8% - Workflow & Process Automation
7% - User Setup
3% - Organizational Setup
3% - Activity Management & Collaboration
3% - Desktop & Mobile Administration
2% - Appexchange
Administrator Exam Guide - Follow an effective Strategy
Focus most of your efforts on
really understanding these
key topics inside out - 44
questions
Memorize Salesforce setup
screens and configurations

12. First steps - Be sure you’ve got these Trails in your backpack!

13. https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential
Preparing for the Admin exam - Workout your skills in Trailhead - seriously

14. Admin’s Topics: Quick Overview

15. Preparing for the Admin exam - 8% - Workflow & Process Automation
Workflow & Process Automation (8%)
● Given a scenario, identify the appropriate
automation solution based on the capabilities of
workflow/process.
● Describe capabilities and use cases for the
approval process.
https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

16. Exam Preparation - Quiz & Flashcards
All topics: https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep
Workflow & Process Automation:
https://trailhead.salesforce.com/en/content/learn/modules/administrator-certification-prep-reporting-and-automation/study-up-
on-workflow-and-automation?trail_id=administrator-certification-prep

17. WORKFLOWS &
PROCESS
AUTOMATION
● The save order of execution is a sequence of
events that occur when a record is saved in
Salesforce.
● These events (DML operations) are executed
when an insert, update or upsert operation
occurs.
● All events need to execute successfully before
the data is committed to the database
Setup -> Debug Logs

18. Process Automation - Order of Execution - Example of automated processes
● A User / Import Wizard / Data Loader is creating a Lead record - BUT
JUST BEFORE STORING ALL DATA IN SALESFORCE’S DATABASE - this
happens:
○ There is a Lead assignment rule defined in Salesforce that assigns
all “Hot” leads to the user “Nick Adams”.
○ Then there is a workflow rule with field update action defined that
sets the Industry picklist field of Lead to “Technology” if City is
San Francisco.
○ Next, there is a Process Builder with criteria if Lead Status is “Site
Visit’ then a Site Visit record should be created automatically
mapping values from Lead.
HELP - Order of Execution: https://developer.salesforce.com/docs/atlas.en-
us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm
https://trailhead.salesforce.com/content/learn/modules/developer_console
WORKFLOWS &
PROCESS
AUTOMATION

19. Process Automation - Process Builder / Order of Execution
● Best Practice: ONE OBJECT - ONE PROCESS
○ trigger: when record is created or edited and then:
○ New Event (DML): insert isNew ()
○ Update priorvalue (field)
○ Then you can use verify next step to make a chain of triggers and
rules
● https://trailhead.salesforce.com/en/content/learn/projects/quickstart-process-builder
WORKFLOWS &
PROCESS
AUTOMATION

20. Process Automation - Order of Execution - Example of automated processes
WORKFLOWS &
PROCESS
AUTOMATION
Salesforce is developing new industries
(Retail, Manufacturing) and expanding
existing ones (Financial Services, Insurance,
Health Cloud, Education Cloud, Non Profit
Cloud)
And FLOWS have a key role in that strategy.

21. Process Automation - Order of Execution - Example of automated processes
WORKFLOWS &
PROCESS
AUTOMATION
● Flow Builder: there’s input from user (screens)
● Process Builder: automation (can invoke a Flow)
● Workflow Rules: if you need to send an outbound message
(many existing orgs have them, so you better know them)
● Approval Process: user submit a loan / vacation request, process
send it to approver

22. Process Automation - Order of Execution - Example of automated processes
WORKFLOWS &
PROCESS
AUTOMATION
1. Process Builder: CANNOT
2. Post to a community feed.
3. Submit a related record for approval. (Approval Process)
4. Delete records. (use a FLOW)
5. Create a bunch of records and associate them with each other.
6. Perform complex logic.(Apex)
7. Send an outbound message (Use a Workflow rule)

23. Learning-by-Avoiding:
Really bad implementation Practices in Salesforce - and
how to avoid them!

24. OrgConfessions - there are some lists you shouldn’t be on
“The Salesforce platform is very powerful,
but as Spiderman was told “with great
power comes great responsibility”.
Salesforce has the potential to transform
your organization. “
Let’s guide our configuration job by best
practices!
14% - Standard & Custom Objects
14% - Sales & Marketing Applications
13% - Security & Access
13% - Service & Support Applications
10% - Data Management
10% - Analytics - Reports & Dashboards
8% - Workflow & Process Automation
7% - User Setup
3% - Organizational Setup
3% - Activity Management & Collaboration
3% - Desktop & Mobile Administration
2% - Appexchange
Go to official source to find 330+ confessions:
https://elements.cloud/confessions/

25. OrgConfessions - there are some lists you shouldn’t be on
WORKFLOWS &
PROCESS
AUTOMATION
Go to official source to find 330+ confessions:
https://elements.cloud/confessions/
Confession #441
Hard-coded a record type ID in a Process Builder process in Sandbox.
Deployed to production and activated.
Went on vacation.
Confession #429
400,000 new records loaded to Prod… because of an unknown workflow
that wasn’t deactivated, an email went out to the customer contact on each
record.
Confession #425
I sent millions of pounds worth of purchase orders to suppliers when
testing process builder in production.

26. OrgConfessions - there are some lists you shouldn’t be on
WORKFLOWS &
PROCESS
AUTOMATION
Go to official source to find 330+ confessions:
https://elements.cloud/confessions/
Confession #368
We discovered Workflows and Validation Rules with open conditions and
other workflows with overlapping/contradicting conditions on same object.
Confession #463
I learned the hard way – when using flow, NEVER put an action object
(lookup, create, update, or delete) in a loop, unless you are 100% sure it’s
only going to loop a handful of records…and even then… (add reasonable
criteria please!)
Confession #460
I worked with a Salesforce Admin who decided to update a field on all
contact records which had multiple ProcessBuilderW + Flows on and
forgot to bulk batch the update or tell anyone and created nearly 80k of
monitoring error messages when the updates failed which the out of hours
on call team had no idea what they were or where they came from 🙁 took
nearly a week to resolve and update properly.

27. Learning-by-Doing
Hands-on Project!

28. Pair Studying & Public Presentation: Rules
Time-boxed 45
minutes
Solution configuraton
in a Dev org - in pairs
Time-boxed 10 minutes
Presentation
10’
Break
time
Guy who is attempting Admin exam

29. Learning-by-doing! - “Build a Recruiting App”
Do your best in 60 minutes & win a free voucher sponsored by ISDI
https://trailhead.salesforce.com/en/content/learn/trails/build-platform-apps-in-lightning-experience
14% - Standard & Custom Objects
14% - Sales & Marketing Applications
13% - Security & Access
13% - Service & Support Applications
10% - Data Management
10% - Analytics - Reports & Dashboards
8% - Workflow & Process Automation
7% - User Setup
3% - Organizational Setup
3% - Activity Management & Collaboration
3% - Desktop & Mobile Administration
2% - Appexchange

30. Learning-by-doing! - “Build a Recruiting App”
Do your best in 60 minutes & win a free voucher sponsored by ISDI
Before you can do this project, you must complete the Build a Data
Model for a Recruiting App projects. The work you do today builds
on the work you complete in this project.
TODAYIN OUR LAST SESSION - NOV 9TH

31. Improving your Administrator’ soft skills
Present your solution like a Champion!

32. Certification Voucher Winner
[YOUR NAME HERE]
● Vote for the Champion!
● Disclaimer: The Winner is the one with the
highest score, no Salesforce certification at all or
another voucher awarded!!
#newbies

33. 8 Tips for Success

34. WORKOUT YOUR SALESFORCE MUSCLES
1. Keep your daily study routine with a
healthy work/life balance
2. Practice, practice, practice in your
developer org
3. Get 2 new relevant badges in
Trailhead every day so you can
achieve 80 before going to Admin
exam
4. Think about getting the strongest
commitment - It’s time to schedule
your Exam in 30 days
Next Steps: Commit to your Salesforce success
GIVE BACK #OHANA
5. Volunteer as a Mentor -
present a 15-minutes topic in
our next session
6. Invite new Salesforce
practitioners to our Study
Group
7. Give us feedback - Tell us
what next topic do you want
to study
8. Mention this Study Group in
Linkedin #salesforcesaturday

35. “If you want to go fast, go alone. If you want to go far, go
together.” —African Proverb
● What Administrator topics do you want to cover in next session?
● Meet you again in 4 weeks!
● ISDI: Diputació, 37 - Barcelona (Metro: L1 Rocafort)
Logistics & Mentoring - David:
● +34 656 421 850
● david.sanchez.carmona@trailblazercgl.com