Slides from the presentation at the Salesforce Word Tour event in Amsterdam (April 14th 2016) about Custome Metadata Data Types, given in the Trailhead Zone
This presentation discusses how to automate processes using Salesforce Flow (formerly known as Visual Workflow). The presentation covers what Flow is, why it is useful for automation, and common use cases for when to use Flow to automate processes. Several demo Flow solutions are shown that automate tasks like assigning a lead, creating a chatter post, gathering input using screens, and more. Resources for learning more about Flow are provided.
The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.
The document discusses mobile application testing. It defines mobile application testing as testing software developed for handheld devices to check functionality, usability, and consistency. Both manual and automated testing are discussed. The document then covers different types of testing that may be performed including functional, performance, security, usability, compatibility, recoverability, and installation testing. It provides examples of test scenarios for each type.
Join our webinar to learn best practices for maximizing user experience and productivity in Service Cloud. Learn from our Salesforce PM and UX service leads on how you as an #AwesomeAdmin can create engaging experiences for your agents and help them solve cases faster with pre-built apps and automation.
Mobile App Development Proposal Template PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a Mobile App Development Proposal Template PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/3jB7NAY
Salesforce for Marketing provides the smartest CRM for building 1-to-1 customer journeys across channels. It unifies data from across departments to deliver personalized experiences. Marketing Cloud allows marketers to connect every channel and device, help marketing teams move more quickly, and personalize every interaction with artificial intelligence. Einstein provides predictive scores and recommendations to make marketing smarter.
This document provides an introduction to Salesforce for students. It outlines the course roadmap, which covers what Salesforce is, why learning Salesforce skills is important, how to learn Salesforce through Trailhead, what the Trailblazer Community is, and includes a hands-on activity. The document encourages students to create a free Trailhead account to begin exploring trails and building skills, and to engage with the Trailblazer Community to learn and connect with others.
As an Admin, everyday we get requests from users, executives, and stakeholders about what they want you to do to make their jobs easier using Salesforce. It is our job to dig deeper into their request and figure out if what they say they want is actually what the business needs to succeed.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
What is No-Code/Low-Code App Development and Why Should Your Business Care?kintone
No-code/low-code aPaaS (Platform as a service) solutions enable line of business managers to handle technology needs to automate workflows, develop shared document repositories, construct reporting dashboards and process data without ever having to write a line of code.
Salesforce App Cloud provides a trusted, connected platform for building connected apps fast. It allows developers to build apps across multiple layers using a single identity and data model. The platform offers point-and-click configuration for rapid development as well as programming capabilities for advanced functionality. Leading companies use App Cloud to deliver apps for every department, including HR, marketing, operations, and more.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...Anna Loughnan Colquhoun
Slide deck shared by Adam Best, presenter. First Steps to Salesforce Release Management & DevOps Salesforce User Group, Wellington, New Zealand - Nov, 2022
Marketing Cloud: Salesforce Marketing Cloud: die Customer Journey fängt hier ...Salesforce Deutschland
Foodpanda is using Salesforce Marketing Cloud (formerly ExactTarget) to power its marketing automation across its 40+ countries and 20+ languages. Some key reasons for choosing Marketing Cloud include its Automation Studio, Journeys feature, drag-and-drop content creation, and Data Extensions. Foodpanda is using Marketing Cloud for onboarding/reactivation journeys, area-specific personalized messaging, and plans to integrate it more across its business units through APIs. The speaker recommends blueprinting the setup, getting expert reviews, and not rushing deployment.
Salesforce is a cloud-based customer relationship management (CRM) platform that offers various products including the Sales Cloud, Service Cloud, and Marketing Cloud. It was founded in 1999 by Marc Benioff and has grown to serve over 150,000 companies. Salesforce provides an all-in-one platform for managing contacts, leads, accounts, and opportunities across multiple departments.
This document summarizes a presentation about Salesforce's sales onboarding and culture. It discusses how Salesforce uses Salesforce Work.com to enable consistent and outstanding sales performance. Specifically, it highlights how Work.com allows Salesforce to provide meaningful coaching, recognize top performers, and hold all sales reps accountable to drive better performance outcomes. The presentation then demonstrates Work.com's capabilities.
The document provides information about Salesforce including:
1. The Salesforce team consists of 5 members guided by Prof. Hiteshri A. Modi.
2. Salesforce is a cloud-based CRM software that helps create custom solutions for marketing, sales, services and ecommerce. It manages customer and sales data.
3. Salesforce provides various cloud services including Sales Cloud, Marketing Cloud, Service Cloud, Analytics Cloud, Community Cloud, and Commerce Cloud.
The document provides an overview of Salesforce's intelligent marketing platform and capabilities. It discusses how the platform can help companies:
1) Know everything about their customers through a centralized customer data platform that aggregates data from all sources.
2) Engage customers across every touchpoint through personalized journeys built using marketing automation and AI tools.
3) Personalize every interaction using artificial intelligence, like Einstein, to tailor messages and content in real-time.
In this slide we explain about the Marketing cloud April 19 Release .
1: Einstein Engagement Frequency
2:Content Builder
3:Email Studio
4:Distributed Marketing
5:Journey Builder
6:Advertising Studio
7:Social Studio
8:Datorama Connector for Marketing Cloud
Salesforce Master Data Management WebinarRajeev Kumar
Webinar on Salesforce Master Data Management covering the definitions,strategy, tools, architecture for MDM:
- What is Master Data Management (MDM)?
- Why use MDM ?
- Steps for implementing MDM in your organization
- Architecture Models of MDM
- Salesforce Data duplicity/DeDupe issue and ways to mitigate it
- Best Deduplication/ DeDupe tools for Salesforce CRM (Ex: Advitya)
The document provides an overview of the sales lifecycle in Salesforce, including campaigns, leads, and opportunities. It discusses how campaign member status can track whether individuals responded to marketing campaigns. Leads contain information about potential customers and need to be qualified before being converted to opportunities. Opportunities allow companies to track revenue projections and forecast sales. The presentation emphasizes having a well-defined lead process and fewer opportunity stages to simplify tracking in the sales pipeline.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
How to Use Asana- The Project Management Tool Aimee Emejas
Asana is a web-based project management tool that allows teams to collaborate on projects more effectively without using email. It provides features like task assignment, file sharing, and progress tracking. The document guides users on how to sign up for Asana, create personal and team projects, assign tasks to team members, and maximize collaboration features like adding subtasks, comments, and assigning guest users.
This document provides an overview of Salesforce and its key features. It describes the different delivery models for Salesforce including Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). It also defines private and public clouds and describes a hybrid cloud model. The rest of the document outlines the main tabs and record types in Salesforce including contacts, accounts, opportunities, products, and reports.
This document discusses the key success factors for automating the migration of large business applications from Cobol to Java. It describes Eranea's process for automatically transcoding Cobol code into semantically equivalent Java code using their NeaTranscoder tool. Testing ensures the legacy and new systems perform identically. A progressive migration allows switching components incrementally while maintaining full functionality. Automation, iso-functionality testing, and progressive migration are identified as key success factors for large-scale automated migration projects.
Key Benefits Of Salesforce Mobile ApplicationsCloud Analogy
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company's CRM data from a phone or tablet. We have shared the key benefits of Salesforce Mobile Applications in this presentation. Have a look for detailed information.
Integration with the Salesforce App Cloud - Amsterdam 2016Samuel De Rycke
The document discusses integration with the Salesforce App Cloud. It provides an overview of integration, describing Salesforce's APIs, development toolkits, and standards that enable integration. These include the Partner API, Enterprise API, Bulk API, REST API, and Streaming API. It also discusses middleware like Dell Boomi, which provides an integration platform as a service (iPaaS) that allows "point and click" integration using extract, transform, load capabilities. The presentation includes a demo of integrating with Salesforce using Dell Boomi's APIs and user interface for bulk data loading.
This document summarizes a presentation about building a Lightning Chess application using Lightning Components. It includes:
1) A demo of the Lightning Chess application built using several Lightning Components like the Chessboard Component and Chessboard Location Component that communicate through events.
2) An overview of the Lightning Component framework and how components are made up of markup, controllers, helpers, styles and renderers.
3) Details on how the Chess application components like the Chessboard Component were built to manage the chessboard state through attributes and handle events to update locations.
4) How the components communicate through events, both component and application events, and how Apex controllers can be used to call Apex
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
What is No-Code/Low-Code App Development and Why Should Your Business Care?kintone
No-code/low-code aPaaS (Platform as a service) solutions enable line of business managers to handle technology needs to automate workflows, develop shared document repositories, construct reporting dashboards and process data without ever having to write a line of code.
Salesforce App Cloud provides a trusted, connected platform for building connected apps fast. It allows developers to build apps across multiple layers using a single identity and data model. The platform offers point-and-click configuration for rapid development as well as programming capabilities for advanced functionality. Leading companies use App Cloud to deliver apps for every department, including HR, marketing, operations, and more.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and that’s forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified object’s related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flow’s URL link to your Salesforce installation’s homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...Anna Loughnan Colquhoun
Slide deck shared by Adam Best, presenter. First Steps to Salesforce Release Management & DevOps Salesforce User Group, Wellington, New Zealand - Nov, 2022
Marketing Cloud: Salesforce Marketing Cloud: die Customer Journey fängt hier ...Salesforce Deutschland
Foodpanda is using Salesforce Marketing Cloud (formerly ExactTarget) to power its marketing automation across its 40+ countries and 20+ languages. Some key reasons for choosing Marketing Cloud include its Automation Studio, Journeys feature, drag-and-drop content creation, and Data Extensions. Foodpanda is using Marketing Cloud for onboarding/reactivation journeys, area-specific personalized messaging, and plans to integrate it more across its business units through APIs. The speaker recommends blueprinting the setup, getting expert reviews, and not rushing deployment.
Salesforce is a cloud-based customer relationship management (CRM) platform that offers various products including the Sales Cloud, Service Cloud, and Marketing Cloud. It was founded in 1999 by Marc Benioff and has grown to serve over 150,000 companies. Salesforce provides an all-in-one platform for managing contacts, leads, accounts, and opportunities across multiple departments.
This document summarizes a presentation about Salesforce's sales onboarding and culture. It discusses how Salesforce uses Salesforce Work.com to enable consistent and outstanding sales performance. Specifically, it highlights how Work.com allows Salesforce to provide meaningful coaching, recognize top performers, and hold all sales reps accountable to drive better performance outcomes. The presentation then demonstrates Work.com's capabilities.
The document provides information about Salesforce including:
1. The Salesforce team consists of 5 members guided by Prof. Hiteshri A. Modi.
2. Salesforce is a cloud-based CRM software that helps create custom solutions for marketing, sales, services and ecommerce. It manages customer and sales data.
3. Salesforce provides various cloud services including Sales Cloud, Marketing Cloud, Service Cloud, Analytics Cloud, Community Cloud, and Commerce Cloud.
The document provides an overview of Salesforce's intelligent marketing platform and capabilities. It discusses how the platform can help companies:
1) Know everything about their customers through a centralized customer data platform that aggregates data from all sources.
2) Engage customers across every touchpoint through personalized journeys built using marketing automation and AI tools.
3) Personalize every interaction using artificial intelligence, like Einstein, to tailor messages and content in real-time.
In this slide we explain about the Marketing cloud April 19 Release .
1: Einstein Engagement Frequency
2:Content Builder
3:Email Studio
4:Distributed Marketing
5:Journey Builder
6:Advertising Studio
7:Social Studio
8:Datorama Connector for Marketing Cloud
Salesforce Master Data Management WebinarRajeev Kumar
Webinar on Salesforce Master Data Management covering the definitions,strategy, tools, architecture for MDM:
- What is Master Data Management (MDM)?
- Why use MDM ?
- Steps for implementing MDM in your organization
- Architecture Models of MDM
- Salesforce Data duplicity/DeDupe issue and ways to mitigate it
- Best Deduplication/ DeDupe tools for Salesforce CRM (Ex: Advitya)
The document provides an overview of the sales lifecycle in Salesforce, including campaigns, leads, and opportunities. It discusses how campaign member status can track whether individuals responded to marketing campaigns. Leads contain information about potential customers and need to be qualified before being converted to opportunities. Opportunities allow companies to track revenue projections and forecast sales. The presentation emphasizes having a well-defined lead process and fewer opportunity stages to simplify tracking in the sales pipeline.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
How to Use Asana- The Project Management Tool Aimee Emejas
Asana is a web-based project management tool that allows teams to collaborate on projects more effectively without using email. It provides features like task assignment, file sharing, and progress tracking. The document guides users on how to sign up for Asana, create personal and team projects, assign tasks to team members, and maximize collaboration features like adding subtasks, comments, and assigning guest users.
This document provides an overview of Salesforce and its key features. It describes the different delivery models for Salesforce including Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS). It also defines private and public clouds and describes a hybrid cloud model. The rest of the document outlines the main tabs and record types in Salesforce including contacts, accounts, opportunities, products, and reports.
This document discusses the key success factors for automating the migration of large business applications from Cobol to Java. It describes Eranea's process for automatically transcoding Cobol code into semantically equivalent Java code using their NeaTranscoder tool. Testing ensures the legacy and new systems perform identically. A progressive migration allows switching components incrementally while maintaining full functionality. Automation, iso-functionality testing, and progressive migration are identified as key success factors for large-scale automated migration projects.
Key Benefits Of Salesforce Mobile ApplicationsCloud Analogy
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company's CRM data from a phone or tablet. We have shared the key benefits of Salesforce Mobile Applications in this presentation. Have a look for detailed information.
Integration with the Salesforce App Cloud - Amsterdam 2016Samuel De Rycke
The document discusses integration with the Salesforce App Cloud. It provides an overview of integration, describing Salesforce's APIs, development toolkits, and standards that enable integration. These include the Partner API, Enterprise API, Bulk API, REST API, and Streaming API. It also discusses middleware like Dell Boomi, which provides an integration platform as a service (iPaaS) that allows "point and click" integration using extract, transform, load capabilities. The presentation includes a demo of integrating with Salesforce using Dell Boomi's APIs and user interface for bulk data loading.
This document summarizes a presentation about building a Lightning Chess application using Lightning Components. It includes:
1) A demo of the Lightning Chess application built using several Lightning Components like the Chessboard Component and Chessboard Location Component that communicate through events.
2) An overview of the Lightning Component framework and how components are made up of markup, controllers, helpers, styles and renderers.
3) Details on how the Chess application components like the Chessboard Component were built to manage the chessboard state through attributes and handle events to update locations.
4) How the components communicate through events, both component and application events, and how Apex controllers can be used to call Apex
This document discusses Meyn's implementation of a new parts manual system using Salesforce Lightning components and technologies. It summarizes Meyn's vision for a customer community, demonstrates the new Lightning parts manual, and outlines the high-level solution design including using Lightning components and Lightning Out to build custom components natively, and Lightning Connect to integrate SharePoint data in real-time. Some challenges discussed are Lightning's lack of support for interactive SVGs and standard PDF printing of SVGs. The presentation concludes by emphasizing customer enablement and success through the new system.
Asynchronous Apex Salesforce World Tour Paris 2015Samuel De Rycke
The document discusses asynchronous Apex processing in Salesforce, including batch Apex, future methods, queueable Apex, scheduled Apex, and continuations. It describes when each would be used and how they allow processing to continue asynchronously rather than blocking the current transaction. It also provides examples of how to implement each type of asynchronous processing and notes some limitations, such as concurrent jobs limits and parameter passing restrictions.
ABSI & ASP Summer Party 2016 - PresentationJulie Minner
The document summarizes an upcoming summer party for ABSI and ASP on September 13, 2016. It provides details about the party location and time. It also summarizes the history of ABSI, which split into two separate companies (ABSI and ASP) in May 2016 to focus on different IT activities. The document concludes by advertising upcoming seminars and presentations by ABSI and thanking attendees, partners, and staff.
Force.com is a metadata-driven platform -- it uses metadata to configure how apps behave. Custom metadata types let you create your own new types of metadata to configure your apps in new ways. But custom metadata types are just the beginning! Join us to get a glimpse of the awesome things to come. Do you want to build not just apps, but your very own platform on Force.com? Do you want to know what will let you further integrate your types into the platform? What will let you customize the record save process? Write integrated configuration tools and processes in Apex? Or make your own types for custom fields? Learn about the possibilities we are opening up on the platform.
The document discusses company updates at ABSI, including the API economy and what makes ABSI unique. It focuses on operational excellence, quality delivery, and helping customers move applications flexibly to private or public clouds to reduce costs and support business goals. The document concludes with thanking customers, partners, and the ABSI team for their contributions.
Absi summmer BBQ Presentation on Going DigitalABSI_NV
A presentation by Doubi Ajami of ABSI from the annual summer BBQ event at Technopolis in Mechelen, The topics covered are the need to Go Digital and ABSI'a own digital transformation.
Getting Certified - proven tips for success (French Touch Dreamin)Samuel De Rycke
New to Salesforce certifications or haven’t been able to keep up with the growth of the different certifications out there? You’ll get an overview of all certifications with preparation recommendations and an overview of the best resources to guide you on your way. Presentation based on my own experience in becoming 12x Salesforce Certified and mentoring others going through the same journey.
Presented at French Touch Dreaming, Paris, November 17th, 2016. Using the Salesforce Dreamforce template.
The marketing technology landscape is at war. Can a single tool unite the kingdom, provide the personal attention your subjects are craving, and defeat the white walkers...er, your competitors?
Lightning Chess, The fun way to learn the Lightning Component FrameworkLieven Juwet
This document summarizes a presentation about building a real-time multiplayer chess game called Lightning Chess using the Salesforce Lightning Component Framework. It discusses dividing the application into encapsulated components with single responsibilities that communicate through events. It also includes a demo of the chess game. Key aspects covered are component architecture, the component lifecycle, event-driven communication between loosely coupled components, and using the Streaming API for real-time multiplayer capabilities. Code for the chess game is available on GitHub for further learning.
Become a Superstar Admin with Custom Metadata TypesSalesforce Admins
This presentation discusses how administrators can use custom metadata types in Salesforce to reduce maintenance costs and easily deploy configurations between orgs. Custom metadata types allow admins to define metadata records that can be referenced in formulas, validation rules, flows, and process builders rather than hardcoding values. Attendees will learn how custom metadata types work similarly to custom objects and how they can create their own types to control various configuration aspects of their org in a reusable way. The presentation encourages participants to start learning about custom metadata types on Trailhead to take advantage of this new capability.
Salesforce Tour Paris - Platform Events - Martin LezerMartin Lezer
Platform Events allow integrating Salesforce with third party applications by publishing and subscribing to custom events. Events are published by a publisher and received by subscribers through a dedicated channel. Subscribers can be both within Salesforce using triggers or processes, or external applications using protocols like CometD. Platform Events provide decoupling of applications, support multiple subscribers, enable real-time messaging, and allow replaying events.
Gaing New Business Intelligence with Salesforce IQ (Salesforce World Tour NYC)carlos_frias
Salesforce IQ is a CRM solution from Salesforce aimed at the SMB market and smaller teams. It focuses on activities and high-level information to help teams track deals and see reporting. Salesforce IQ can be used as a mobile app to replace the default email client, integrate with Salesforce1, log activities and schedule meetings directly from email. It is available for free or as a paid subscription with additional features. Setting up Salesforce IQ involves downloading the app, connecting email accounts like Gmail or Exchange, and connecting to an existing Salesforce org using login credentials.
Ever wanted more control of development in your org? Join us as we show admins and developers how they can configure their Orgs to have better control over development items such as Apex and Visualforce, without having to edit code. Specifically, we'll go over various configurations such as custom settings, field sets, custom labels, and flow.
Bootstrapping DX in Your Enterprise - AutoRABIT at TrailheaDXAutoRABIT
AutoRABIT presenting on Bootstrapping DX in Your Enterprise – Benefits, Challenges, Solutions and ROI at TrailheaDX 2018. Speakers: Niranjan Gattupalli & Simon J Wilson
Salesforce Lightning component framework from 0 to appRoy Gilad
Lightning Components provide a new user experience for Salesforce that is faster and more modern than the previous Visualforce model. It features an app-centric development model using JavaScript and components that allows for highly interactive apps. Admins can customize apps by dragging and dropping components, and developers can build engaging user interfaces with Lightning Components and the Lightning Design System. The presentation demonstrates Lightning Components and introduces the new Lightning Experience platform for building beautiful, component-based productivity apps.
This document discusses using Lightning Communities to build better communities. It provides an overview of the evolution of Lightning Communities from basic templates to full platform capabilities. Lightning Community Templates offer pre-packaged solutions for use cases like customer service, partner portals, and helpdesks. The Lightning Community Builder allows customizing communities visually without coding. The document also promotes social engagement around Salesforce communities.
Dreamforce 2014 - Salesforce Python SDK for REST/SOAP APIsHormoz Tarevern
This document discusses the Salesforce Python SDK for interacting with Salesforce via REST and SOAP APIs. It provides an overview of why Python is useful, how to install and use the SDK, and demonstrates a sample app built with Django, the SDK, and Ember.js that allows users to search and purchase Data.com records. Safe harbor statements are also included regarding any forward-looking statements made in the document.
sftools are some of the awesome tools from
Salesforce Community Developers which are freely available. Which can help us all in our day to day Salesforce Development and to make our life much-much easier.
This document provides an overview of modern development with Salesforce DX. It discusses using source control and metadata with scratch orgs and the Salesforce CLI for source-driven development. Visual Studio Code is highlighted as an IDE for Salesforce development with features like the Salesforce extension pack. The document contrasts traditional org-based development with the new paradigm of package development where changes are tracked relative to package versions. It demonstrates these concepts with a live demo and encourages attendees to learn more on Trailhead.
The document discusses Salesforce Usage Metrics, which provides insights into how customers use an ISV's managed package. It collects data on Visualforce page hits and Custom Object counts daily and delivers it to the ISV. The ISV sets up an Environment Hub to connect their packaging and reporting orgs to collect and access the usage metrics data. The document demonstrates the usage metrics data and encourages ISVs to enable the feature, set up their orgs correctly, and use the feature to improve customer retention and their application.
This slide is an Intro to Force.com as part of the Force.com friday series of Webinar by Salesforce.com.
Presenter : Shivanath Devinarayanan
Salesforce.com & Force.com MVP
An intro to the basics of Force.com by Salesforce MVP Shiv Devinarayanan. Know why Salesforce has moved on to be one of the most popular platforms today. This is part of the Salesforce Force.com Friday series.
Kitchener Salesforce Developer Group Event - Introduction to dev ops with Sal...Sudipta Deb ☁
This document provides an overview of an introduction to DevOps with Salesforce DX presentation given by René Winkelmeyer on March 23, 2019. The presentation covered an overview of Salesforce DX, developing against any org, building a DevOps pipeline, and included a Q&A session. It discussed how Salesforce DX allows choosing the best development process for a project and team, and modernizes app delivery with tools and functionality for application lifecycle management. The presentation also demonstrated benefits of unlocked packages for source-driven development and dependency management to simplify continuous integration and continuous delivery.
Wave - Basics to Dashboard Video: http://tinyurl.com/oh25zfoDeepa Patel
Dreamforce 2015 Wave - Basics to Dashboard session by Brent Downey, Deepa Patel and Mike Martin.
Video Link: http://tinyurl.com/oh25zfo
Manage Development in Your Org with Salesforce Governance FrameworkSalesforce Developers
As your team creates more apps in your Salesforce Org, you're faced with a new set of challenges: managing a well-designed org. Join us to learn about using the practices defined in the Salesforce Governance framework, and the set of tools available for managing issues such as security, coding standards, decisions over declarative verses Apex apps, design standards, overall Org strategy, and change control. By applying these best practices, your team can continue to grow your apps to meet the continuing challenges of your company.
Enterprise Analytics - Salesforce.com Toronto User Group PresentationTorontoSFDC
Jack Kiatmysack is a Premier Support Account Specialist who manages large customers in the Northeast US and Canada. He is responsible for preparing customers for Salesforce releases, providing best practices for using Salesforce features, and ensuring customer success. Jack has over 15 years of experience as an administrator, developer, business analyst, project manager, and sales engineer for various organizations. He holds certifications as a Developer, Advanced Administrator, and Service and Sales Cloud Consultant.
Force.com is designed to let you rapidly build custom applications for the cloud via configuration-driven development, and programmatic logic with Apex and Visualforce. With Force.com, you can design open, mobile, social, and real-time apps in the cloud five times faster than traditional software development approaches. Join us for an overview of the Force.com Platform, and learn how to get started building your first app in the cloud.
Einstein Analytics is the Salesforce-native analytics platform, providing users with insights into their business. This session dives into topics including APIs, metadata, packaging, and other development tools. Whether you’re just getting started or have already been working with Einstein Analytics, join and learn how to best use this analytics suite to build the customer apps people love.
Designing AI-Powered APIs on Azure: Best Practices& ConsiderationsDinusha Kumarasiri
AI is transforming APIs, enabling smarter automation, enhanced decision-making, and seamless integrations. This presentation explores key design principles for AI-infused APIs on Azure, covering performance optimization, security best practices, scalability strategies, and responsible AI governance. Learn how to leverage Azure API Management, machine learning models, and cloud-native architectures to build robust, efficient, and intelligent API solutions
Revitalizing a high-volume, underperforming Salesforce environment requires a structured, phased plan. The objective for company is to stabilize, scale, and future-proof the platform.
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Adobe Master Collection CC (Creative Cloud) is a comprehensive subscription-based package that bundles virtually all of Adobe's creative software applications. It provides access to a wide range of tools for graphic design, video editing, web development, photography, and more. Essentially, it's a one-stop-shop for creatives needing a broad set of professional tools.
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You pay a recurring fee for access to the latest versions of all the software, including new features and updates.
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Creative Cloud provides cloud storage, asset sharing, and collaboration features.
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While Adobe Creative Suite 6 (CS6) was a one-time purchase version of the software, Adobe Creative Cloud (CC) is a subscription service. CC offers access to the latest versions, regular updates, and cloud integration, while CS6 is no longer updated.
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This presentation explores code comprehension challenges in scientific programming based on a survey of 57 research scientists. It reveals that 57.9% of scientists have no formal training in writing readable code. Key findings highlight a "documentation paradox" where documentation is both the most common readability practice and the biggest challenge scientists face. The study identifies critical issues with naming conventions and code organization, noting that 100% of scientists agree readable code is essential for reproducible research. The research concludes with four key recommendations: expanding programming education for scientists, conducting targeted research on scientific code quality, developing specialized tools, and establishing clearer documentation guidelines for scientific software.
Presented at: The 33rd International Conference on Program Comprehension (ICPC '25)
Date of Conference: April 2025
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Mastering Fluent Bit: Ultimate Guide to Integrating Telemetry Pipelines with ...Eric D. Schabell
It's time you stopped letting your telemetry data pressure your budgets and get in the way of solving issues with agility! No more I say! Take back control of your telemetry data as we guide you through the open source project Fluent Bit. Learn how to manage your telemetry data from source to destination using the pipeline phases covering collection, parsing, aggregation, transformation, and forwarding from any source to any destination. Buckle up for a fun ride as you learn by exploring how telemetry pipelines work, how to set up your first pipeline, and exploring several common use cases that Fluent Bit helps solve. All this backed by a self-paced, hands-on workshop that attendees can pursue at home after this session (https://o11y-workshops.gitlab.io/workshop-fluentbit).
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Mastering OOP: Understanding the Four Core PillarsMarcel David
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Dive into the essential concepts of Object-Oriented Programming (OOP) with a detailed explanation of its four key pillars: Encapsulation, Inheritance, Polymorphism, and Abstraction. Understand how these principles contribute to robust, maintainable, and scalable software development.
Explaining GitHub Actions Failures with Large Language Models Challenges, In...ssuserb14185
GitHub Actions (GA) has become the de facto tool that developers use to automate software workflows, seamlessly building, testing, and deploying code. Yet when GA fails, it disrupts development, causing delays and driving up costs. Diagnosing failures becomes especially challenging because error logs are often long, complex and unstructured. Given these difficulties, this study explores the potential of large language models (LLMs) to generate correct, clear, concise, and actionable contextual descriptions (or summaries) for GA failures, focusing on developers’ perceptions of their feasibility and usefulness. Our results show that over 80% of developers rated LLM explanations positively in terms of correctness for simpler/small logs. Overall, our findings suggest that LLMs can feasibly assist developers in understanding common GA errors, thus, potentially reducing manual analysis. However, we also found that improved reasoning abilities are needed to support more complex CI/CD scenarios. For instance, less experienced developers tend to be more positive on the described context, while seasoned developers prefer concise summaries. Overall, our work offers key insights for researchers enhancing LLM reasoning, particularly in adapting explanations to user expertise.
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Join Ajay Sarpal and Miray Vu to learn about key Marketo Engage enhancements. Discover improved in-app Salesforce CRM connector statistics for easy monitoring of sync health and throughput. Explore new Salesforce CRM Synch Dashboards providing up-to-date insights into weekly activity usage, thresholds, and limits with drill-down capabilities. Learn about proactive notifications for both Salesforce CRM sync and product usage overages. Get an update on improved Salesforce CRM synch scale and reliability coming in Q2 2025.
Key Takeaways:
Improved Salesforce CRM User Experience: Learn how self-service visibility enhances satisfaction.
Utilize Salesforce CRM Synch Dashboards: Explore real-time weekly activity data.
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Adobe After Effects is a software application used for creating motion graphics, special effects, and video compositing. It's widely used in TV and film post-production, as well as for creating visuals for online content, presentations, and more. While it can be used to create basic animations and designs, its primary strength lies in adding visual effects and motion to videos and graphics after they have been edited.
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Meet the Agents: How AI Is Learning to Think, Plan, and CollaborateMaxim Salnikov
Imagine if apps could think, plan, and team up like humans. Welcome to the world of AI agents and agentic user interfaces (UI)! In this session, we'll explore how AI agents make decisions, collaborate with each other, and create more natural and powerful experiences for users.
4. 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.
Forward-Looking Statement
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7. Agenda
1. Intro
2.Standard Metadata Type vs Custom Metadata Type
3.Creation of Custom Metadata Type
4.Creation of Custom Metadata Records
5.Custom Metadata Types in Managed Packages
6.Not only point & click
7.Demo
8.Limits
9.Roadmap 7
9. Why
▪ Deploy metadata records, no need to create them
everywhere
▪ Visible for Apex Tests without SeeAllData = true
▪ Traceability (Audit Trail History)
▪ No install scripts for configuration data for managed
packages
▪ Source Control / Continuous integration
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23. Limits
▪ 100 fields per Custom Metadata Type
▪ 100 Custom Metadata Types per Organization
▪ Unlimited SOQL query per transaction
▪ 50.000 records returned per transaction
▪ 200 Custom Metadata Types in one call
▪ 10MB Custom Metadata per organization
▪ 10MB Custom Metadata per certified managed package
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24. Roadmap (Safe Harbor)
▪ Relationships (Beta - Summer ‘16, GA - Winter ‘17)
▪ Long text areas (Spring ‘17)
▪ Trailhead (may-june?)
▪ Triggers.. Ability to update Metadata from Apex (Apex
Metadata API)
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