Barcelona Salesforce Admins Group (7-May-2019)
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The document outlines a Salesforce Trailblazer Community event in Barcelona, discussing community engagement, professional growth opportunities, and various Salesforce tools like Lightning Flow and Financial Services Cloud. It includes details on presentations, demos, and panels focused on Salesforce best practices and new features, alongside statistics on the Salesforce ecosystem in Spain. Additionally, it invites participants to connect and share their stories within the community.
Barcelona Salesforce Admins Group (7-May-2019)
- 2. David Sánchez Carmona Leader, Barcelona Administrators Group @animuscrm | Senior Manager at VASS
- 3. Welcome to the Trailblazer Community Let’s Succeed Together Meet Trailblazers Like You Join Community Groups to meet peers who live in your city, work in similar roles and industries, and share your interests. Engage in a Global Network Get help, find answers fast, and discuss topics you care about with Salesforce customers and employees from around the world. Learn from Each Other Gain incredible insight from Salesforce MVPs and Community Group Leaders who love to share expertise and help everyone in the community succeed. Inspire the Next Generation Share your community story, be a mentor, become a leader in the Trailblazer Community, and bring Salesforce to the communities you love. Get Started: Trailblazer.salesforce.com/about
- 4. Sponsors - Thanks for your support!! @hi_cloudworks@GrupoVASS
- 5. ● 19:00 Welcome & Introductions ● 19:10 - 21:00 ○ People in the Salesforce ecosystem: Barcelona (David Sánchez) ○ Financial Services Cloud: Accelerators (Julio Ángel Cruz) ○ Demo: Flow Builder (Alberto Grossenbacher) ○ Demo: Cien (Todd Gardner) ○ Summer ‘19: Release Preview (Roger Borges) ○ Debate: Best practices for Salesforce Admins (David Sánchez) ● 21:00 End Let’s manage expectations :) Food & drinks are free #TrailblazerCommunity #Administrators #Barcelona
- 6. People in the Salesforce ecosystem (Barcelona)
- 7. Quiz kahoot.it Download Kahoot to your mobile phone or simply go to - Play
- 8. Estimated No. of Certifications in Barcelona https://docs.google.com/spreadsheets/d/11fKWvengMLUYNUQAnAEsfg4mLmF1Q4Vi8ageFsUitwE/edit#gid=216302285 Data Source: Artisan Hub Rank (Unofficial rank) - Your rank is calculated based on what certificates you hold and how long you have held them. Today Artisan Hub is tracking the progress of 53,855 Salesforce Certified Professionals who have in total 169,702 current Salesforce Certificates and reside in 112 different countries.
- 9. Goal #1 is to onboard NEW people in the ecosystem ● Catalonia represents 25% of total figures for Spain ● FY2019: 4,000+ people in Spain are working as Salesforce professionals (clients, system integrators, ISV, SFDC) ● FY2022: 12,000+ people will be part of the ecosystem in Spain
- 10. Julio Ángel Cruz Moya Salesforce Manager for Financial Services & Insurance VASS
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- 19. Discovering Lightning Flow ● What is Lightning Flow? ● When to use Lightning Flow vs Process Builder? ● What is a Variable and how to create one using Lightning Flow Builder? ● DEMO ● Three Ways to Launch Flows from a record page ● Useful links & training material
- 20. What is Lightning Flow Lightning Flow is a tool which allows you to automate business processes by building applications known as Flows. Flow can be used to collect, create, update and delete information in Salesforce. Flows can also execute logic, interact with Salesforce database, call Apex classes, and guide users through screens for collecting and updating data. Once you design and develop Flows to fulfill the business requirement(s), grant access to Flows to your users.
- 21. When to use Lightning Flow vs Process Builder? Lightning Process Builder Lightning Flow Can’t be used to delete records. Can be used to delete records. Not all objects are supported by Lightning Process Builder. Many objects are accessible using Lightning Flow. For example – OpportunityContactRole, UserDevice, etc. Can be triggered when a record is created or edited. Can be triggered when a record is created, edited or even deleted. Can’t be triggered after a successful login. Can be triggered when a user successfully logs into Salesforce. Not possible to save the newly created record ID (If it is created using Record Create element). Possible to store newly created record ID in a variable; so that, you can reference in a flow later. Good for the intermediate use case. Like this one. Much more powerful to implement complex logic. Like this one Can’t be used to capture user input(s). Can be used to capture the user input(s) and later process it based on your business use case.
- 22. What is a Variable and how to create one using Lightning Flow Builder? What is a Variable? – It is a container that stores information. If so then, what role does a Variable play in Flow? Different types of variables store different types of data. We call it – Data types. If a variable stores text, it will need a Text Data Type; if it stores numbers, it will need a Number Data Type. Therefore, before storing any data into a variable you must define its type. Here is the list of Variable Types in Flow.
- 24. Three Ways to Launch Flows from a record page You can start a flow on a page in 3 different ways: ● Lightning Flow component on a Lightning Record Page (new technology) ● Button Detail page (older technology) ● Action (new technology) Each technology have a particular behaviour. More info here!
- 25. Useful Links :) You can find the best materials online on UnnofficialSF, which is a loose collaboration of bloggers, mvp’s, and the occasional Salesforce employee. The content is not official Salesforce content, though, so use it at your own risk.
- 26. Esteve Graells Salesforce Architect | MVP 2019 https://forcegraells.com @forcegraells
- 27. Todd Gardner Customer Success Manager CIEN
- 28. Your CRM isn’t telling you the full story. Contacts Deal size Opportunity owner Pipeline values Email Activities Leads Accounts Meeting info Date of entry Estimated close date Campaigns Opportunity stage Sales team Call notes Measurable Sales Productivity Improvement Unstructured CRM data
- 29. New Revenue Opportunities for Sales Cloud Cien is a Salesforce ISV Partner Listed on the AppExchange Understand who’s performing and why Guide and assist your sales reps Lift team mood and performance
- 30. Value of marketing and prospecting efforts Work ethic and team mood Lead and oppty quality Seasonal trends and competitive pressures Product knowledge and closing ability Sales enablement and training needs Pipeline health Predicted bookings, new logos and cross sells Solve your productivity traps and generate ROI Predict Your Pipeline Make Team Improvements Prioritize Activities Measure Performance
- 31. Roger Borges Leader, Barcelona Administrators Group @SalesforceRoger | Sales Cloud Consultant at Schneider-Electric
- 33. See More Items In Navigation Bar Menus From 3 to 5 items in Recent records, Recent lists and Favorites sections Enhanced readability
- 34. A new option to view records pages in Lightning Experience Full View Grouped view ● Original Lightning Experience view ● Focus on grouping information across tabs & columns Full view ● Similar to Classic view ● Displays all details and related lists on same page ● Not available for orgs with a large number of fields and related lists
- 35. Take the related lists to the next level Enhanced Related Lists From the related lists component in App Builder, select Enhanced Related List in the display option. Configure the number of record to be displayed and visibility of Action bar. ● Show up to 10 Columns ● Configurable Number of Rows ● Smart column widths ● Resizable Columns ● Text Wrapping ● Record Selection for mass actions
- 36. Notes ● Filters are not persistent and are valid for the current session only ● Filters cannot be shared ● Filters are not available for few objects (Assets, File, Attachments, Other related people) Find what you are looking for more easily Filters On Related Lists
- 37. No more scrolling through Calendar to find events Calendar: Filter and Search Events in List Views
- 38. Your Utility Items All All Right Aligned To maximize usability and accessibility, utility items are now aligned on the right side of the utility bar.
- 39. Merge Cases into a Single Record (Beta) Cases can now be merged (up to three) into one master record. When cases are merged, the master record is updated with the chosen field values.
- 40. Applies to Account & Opportunity Record Home Account & Opportunity Partners Add Account / Opportunity PartnerPartners Related List on the Record Home
- 41. Celebrate success with virtual confetti ! Path Celebration Desktop Mobile
- 42. Celebrate reps success by configuring confetti within the Path component Path Celebration - Setup ● Enable Celebrations for the Path ● Select the Picklist Values that will trigger the celebration. Note: Lead Convert stage is not supported. ● Set the frequency of the Celebration. This will randomly trigger the celebration for your end users. For example an admin might select “Always” for the New Business Path and “Sometimes” for the Renewal Business Path
- 43. Row Level Formulas (Beta) Add row level formula field Support date/time and text Sort on row level formula Enable the row-level formulas beta feature from Setup
- 44. Formulas In Field Pane (Beta) Create, Edit and Delete summary formulas directly from fields pane Row level formulas are in Beta and can only be viewed in the fields pane
- 45. Create a Report from Your Community (Beta) Available for Customer Community Plus (CCP) and Partner Community (PC) license Once feature switched ON, user can see the ‘New Report’ button when they go to the reports page.
- 46. Add Flexibility to Your Permission Set Group with Muted Permissions (Pilot) Use a muting permission set with a permission set group to mute certain permissions. For instance, you have a subscriber org using a managed package that contains a permission set group. To use the existing permission set group, the subscriber org can disable specific permissions with a muting permission set. Or, perhaps you have a permission set group that contains several permission sets managed by different departments. Use a muting permission set to disable specific permissions based on your needs.
- 47. Available now! 7-June 14-June Available now! 17-May RELEASE NOTES SANDBOX PREVIEW GO-LIVE Key dates for Summer ‘19 June July Webinars Exams
- 48. Debate: “As a Salesforce Administrator, what best practices should I follow?”
- 49. Ask Why x5 I overheard someone last week… “How can we keep pace with 300+ new features every 4 months!?” Ask Why x5
- 50. Cultural Principles to follow as a Salesforce Administrator