Jax, FL Community Group Meeting Deck 20190220
- 1. WELCOME to the Jacksonville, FL Administrators Trailblazer Community Group Meeting Wednesday, February 20, 2019
- 2. Agenda 9:00-9:15 Welcome & Introductions 9:15-10:00 Creative Lightning Pages Design Workshop Hayley Tuller, Presenter 10:00-10:45 Spring ‘19 Release Highlights Marc Lester, Presenter 10:45-11:00 Community Group Updates and Closing Remarks 11:00-12:00 Lunch & Networking
- 3. Community Group Leaders Marc Lester [email protected] Salesforce Consultant Coastal Cloud Adam Haas [email protected] Salesforce Consultant Coastal Cloud
- 4. Community Group Goals & Objectives • Build a strong network of Salesforce users, administrators, developers, and consultants in the Jacksonville region • Share Salesforce advice, lessons learned, and experiences amongst the groups • Ask questions / answer questions related to Salesforce (Apps, Technical, Configuration, etc…) • Post job opportunities and find Salesforce talent
- 5. THANK YOU TO AVAILITY FOR HOSTING THE EVENT AT THEIR OFFICE!!!
- 6. Hayley Tuller Project Manager Arkus, Inc. @HayleyTuller Creative Lightning Pages Design Workshop THANK YOU TO HAYLEY FOR VOLUNTEERING TO PRESENT TODAY!!!
- 7. THANK YOU TO EVERYONE THAT RSVP’ED TODAY!!!
- 8. Forward-Looking Statements 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.
- 10. Creative Lightning Pages Design Workshop Hayley Tuller, Presenter
- 11. Creating Lightning Pages Unique Record Pages with "Clicks not Code" Hayley Tuller, Arkus, Inc
- 12. Creative Lightning Pages • Before You Start • The Building Blocks • Tools for Your Toolkit • Demo/Samples
- 13. Before You Start • Optimize Lightning for Declarative Development • Consider Enabling "My Domain" • Create an "Admin View" • Winter is Coming Tips & Tricks Before you Dive In
- 14. Optimize Lightning for Declarative Development • Lightning caches on the client side for performance reasons • Switch off this "feature" when developing to save your sanity! • Setup> Session Settings> Deselect "Enable Secure and persistent browser caching to improve performance."
- 15. Consider Enabling "My Domain" • Replaces server name with a custom "branded" URL • More secure...? • Some features covered today require MyDomain • Not much of a downside
- 16. Create an "Admin View" • Pages can get real crazy, real quick • Admin page layouts with all available components & fields speed troubleshooting • Not intended for users – just the "God View"
- 17. Winter is Coming Lightning is soon to not be an option! Jump in now and be ready in Winter '19
- 18. The Building Blocks • The Standard Layout • The Lightning Page Layout • Lightning Components Think of these are your building blocks! Parts of the Creative Lightning Page
- 19. Standard Page Layout Controls: • Details Pane • Quick Action Buttons • Related List Choices and format • Compact Layouts • ...and more! Setup> Object Manager> Object> Page Layouts / Compact Layouts
- 20. Lightning Record Page Controls: • Lightning Page Layout template • Lightning Components • Lightning Component filters • Who gets what lightning page and where Setup> Lightning App Builder> Record Page
- 21. Hot tip! Skip to the Object Manager Page Layout or the Lightning Record Page for your object quick and easy from the Setup Menu!
- 22. Lightning Components Three kinds: • Standard, "out of the box" • Installed from the App exchange • Custom (that's your cue, Developers!) Setup> Lightning App Builder> Record Page
- 23. Tools for Your Toolkit • Lightning Page Layout Templates • Highlights Panel = Compact Layout • Actions • Related Lists vs. Related LIST • Path on Contact/Accounts Techniques, Features, and Concepts • Related Record • Dynamic Components • Flow • Guided Actions • Using Profiles & Apps to Change the View
- 24. Lightning Page Layout Templates • Lots of different templates to try • Try different layouts to highlight different kinds of info • Use variety to battle notification fatigue • Can change on the fly with Spring 2019
- 25. Highlights Panel = Compact Layout • The Compact Layout is also the Highlights Panel in the Lightning page layout • Can be placed anywhere on the page • Great option for highlighting key fields
- 26. Action Everything! • Quick Action Buttons vs Related List Buttons • Direct your users with object specific actions • Be thoughtful about productivity actions • Save clicks & improve data quality!
- 27. Related Lists vs Related LIST • You can use a single related list component • Pair with different record pages by app and profile • Pair with dynamic components • Allow users to focus on what matters most to them
- 28. Path on Contacts/Accounts • Comes from Opptys, then spread to leads • Available on any object & as Lightning component • Expresses movement through a cycle... OR NOT • Comes with a little mini layout in path guidance
- 29. Related Record with Custom Update Layout • Create an update action with a unique layout • Use to give insight into a related parent record on the same lightning page • Looks only "up" not "down" • Be judicious with edit function here
- 30. Dynamic Components • Filter Components by: • User • Permission • Record Fields • Combined with pages assigned by user/app/record type, one object can have tons of different appearances
- 31. Chart Components • Use existing reports on the object • Store in a dedicated folder with read only permissions • Filter to the record • Can be sandwiched between related lists for powerful highlight
- 32. Flows • Flows are a lightning page component • Now is the time to dig into Flow! New Lightning Flow Builder • Define variables right from the page • Leverage flows already built • Use like quick actions with not available
- 33. Guided Actions • Set of actions you need taken on a record • Composed of flows • Ensures Consistent interaction • Paired with program stage/path filter for visibility: powerful way to shape interaction
- 34. Final Thoughts – Shake it up! • Lightning pages have to be activated before visible • Can be set as Org defaults, or... • Assigned by app, profile, or record type
- 35. Demo Time! Creative Lightning Pages in Action
- 36. Creative Lightning Pages We Covered: • Before You Start • The Building Blocks • Tools for Your Toolkit • Demo/Samples
- 38. Spring ’19 Release Highlights Highlighting Some of the Top New Features! Marc Lester, Presenter
- 39. Spring ‘19 Release HighlightsSales 1. High Velocity Sales 2. CPQ & Billing: Usage-Based Pricing 3. Pardot: Einstein Behavior Scoring 4. Salesforce Essentials: Sales Stage Customization 5.. Gmail Integration with Inbox 6. Lightning Scheduler 1. Einstein Next Best Action for Service Cloud 2. Einstein Case Classification 3.. Lightning Knowledge Transition Tool 4. Digital Engagement: Einstein Bots Enhancements 5.. Field Service Lightning: Preventative Maintenance Enhancements 6. Lightning Scheduler Service Commerce 1. Multisite Sharing for Sorting Rules 2. Web Application Firewall 3. Dynamic Imaging Service Enhancements 4. SEO Enhancements 5. Shield Platform Encryption for B2B Commerce Community 1. Salesforce Mobile Publisher for Community Cloud 2. Einstein Next Best Action for Community Cloud 3. Partner Account Relationships 4. Feed Translations 5. Lightning Container Component for Community Cloud Success 3. Premier Support: 25 New and Refreshed Accelerators 4. Sales Help Enhancements 1. Proactive Monitoring for CPQ 2. Implementation Services for Sales, Marketing, Community, Service, and Field Service Lightning 1. Quip Slides 2. Native Quip in Salesforce 3. Advanced Search Quip 4. 3 New Live Apps 5. Task Drawer 4. Health Cloud App Template for Patients and Members 5. Lightning Scheduler Industries 1. Social Determinants 2. Referral Management 3. Health Cloud Campaigns and Journeys Financial Services Cloud Health Cloud 2. Financial Services Analytics1. Lightning Scheduler Platform Platform Services 1. Platform Encryption: Cache-Only Keys 2. Change Data Capture 3. High Volume Platform Events 4. Salesforce Connect: External Change Data Capture 5. Login Discovery for My Domain Lightning 1. Lightning Web Components 2. Salesforce Mobile Publisher 3. Lightning Flow Builder 4. Lightning Experience Transition Assistant 5. Pop Up Utilities Windows Developer Experience 1. Salesforce DX: Sandbox Cloning 2. Salesforce DX: Lightning Web Component Support for VS Code and Salesforce CLI 3. Salesforce DX: Replay Debugger 4. Heroku: Enterprise Accounts & Teams Enhancements 5. Heroku: Version Control Systems Integration Enhancements Einstein Analytics 1. Einstein Data Insights 2. Einstein Prediction Builder 3. Financial Services Analytics 4. Combo Chart Enhancements 5. Lightning Historical Tracking Reports 4. Health Cloud App Template for Patients and Members 5. Lightning Scheduler Spring ‘19 ReleaseHighlights
- 41. Login Discovery for My Domain Now customers can log in to Salesforce using a registered phone number or email address. Provide a seamless user login for My Domain customers. Learn More Watch Demo AdminAdmin
- 42. Salesforce DX: Sandbox Cloning Easily and quickly make copies of existing sandboxes with all their metadata customizations and data. Create new sandboxes with your customizations built in. Learn More Watch Demo DeveloperDeveloper
- 44. Einstein Prediction Builder Make predictions about almost any field in Salesforce. Power a workflow, focus your efforts, and work smarter. Work smarter by predicting business outcomes, and acting on your data. Learn More Watch Demo Business User *Included with purchase of Einstein Analytics Plus or Einstein Prediction.
- 45. Learn More Watch Demo Business User Einstein Next Best Action for Service Cloud Deliver personalized recommendations at the point of maximum impact by combining your company’s business rules, powerful predictive models, and data—both inside and outside of Salesforce Deliver the right offer at the right time with AI built for Service Cloud
- 46. Learn More Watch Demo Einstein Next Best Action for Community Cloud Einstein analyzes all business activity taking place within an organization, then applies business rules and AI to surface personalized recommendations at the point of maximum impact. Deliver the right offer at the right time with AI built for Community Cloud Admin Admin
- 47. Lightning Historical Tracking Reports See how your data has changed over time. Create, edit and view historical tracking reports in Lightning. Keep track of your data wherever it is, and whenever it’s from. Learn More Watch Demo Business User
- 49. Lightning Flow Builder Automate business process flows more easily than ever before with drag and drop functionality and a simplified toolbox. Build more intuitive process flows faster and easier. Learn More Watch Demo Business User
- 50. Lightning Experience Transition Assistant Transition to Lightning easier than ever before with step-by-step guidance, tools, and helpful resources. Streamline your move to the Lightning Experience. Learn More Watch Demo Admin
- 51. Pop Out Utilities Windows Pop Out utility windows lets you access all your utilities easily so everyone can see their apps and tools at the same time. Easily access all your favorite utilities on a single screen. Learn More Watch Demo Business User
- 52. Sales Cloud
- 53. Learn More Watch Demo Business User Integration with Gmail Work with your Salesforce data, productivity tools, and Einstein AI, in one easy-to-use location. Sell faster and smarter, all from within your email.
- 54. Learn More Watch Demo Business User Lightning Scheduler Deepen customer relationships with precision scheduling Improve productivity and customer engagement with streamlined appointment booking *Add on for Sales Cloud, Service Cloud, Financial Services Cloud or Health Cloud.
- 55. Service Cloud
- 56. Business User Einstein Case Classification Assist your agents by triaging their cases automatically. Using machine learning from past cases, Einstein pre-populates fields values with recommendations for your agents reducing time to resolution. Intelligently prioritize cases and accelerate their resolution. Learn More Watch Demo
- 57. Learn More Watch Demo Business User Lightning Knowledge Transition Tool Unify your data into one Knowledge object, empowering your service agents by suggesting the right articles, and giving them easy access to tools like hover view increasing time to resolution. Help agents solve cases faster by transitioning to Lightning Knowledge. Admin
- 58. Community Cloud
- 59. Learn More Watch Demo Partner Account Relationships Easily share select information from a lead or an opportunity to help your channel build the partnerships, while still protecting sensitive data, like deal size or confidential information between the distributor and the customer. Manage multi-tier distribution channels with clicks, not code. Admin Learn More Watch Demo
- 60. Success Cloud
- 61. Learn More Watch Demo Admin Premier Support: 25 New and Refreshed Accelerators Get personalized guidance for your specific business needs with Accelerators, and get more immediate access to expert guidance with more Accelerator Lives. Get 1-1 expert coaching to meet your key objectives with Accelerators
- 62. Learn More Watch Demo Admin Salesforce Help Enhancements Get the help and guidance you need fast with our latest enhancements to our Help website.. Find answers more easily with our improved help website.
- 63. Spring’19 is Here! 1 2 3 Visit the Release Site Read the Release Notes Join the Release Community See the new features come to life by watching Salesforce product marketers demo their favorite features in the Spring’19 Release. Learn about all the new and improved Salesforce features in the Spring’19 Release. Get the latest release information, answers to your questions, and interactive product discussions — all in one place. LEARN MORE LEARN MORE LEARN MORE
- 65. Community Group Updates and Closing Remarks
- 66. Step 1: Explore the latest quests & jumpstart your learning habit Step 2: Choose your quest and set your learning goals Step 3: Unlock limited edition community badges or win sweet prizes.
- 67. JOIN THE MOVEMENT & START HAVING AN IMPACT TODAY. salesforce.org/pledge-1/
- 68. Upcoming Group Events MARCH – Tentatively coordinating a volunteer event for Saturday, 3/30 from 8:30-11:30 at Feeding Northeast Florida APRIL – Tentatively coordinating a meeting event for 4/24 or 4/25 MAY – Anyone interested in participating in BKS Partners Corporate 5K on Thursday, 5/2? Also tentatively coordinating a networking social for mid-May
- 69. • Two days well-spent September 12th-13th • NEW LOCATION: Doubletree by Hilton Orlando Airport • Looking for Sponsors Now! • Early-Bird Tickets go on sale 3/1/2019 • Follow us on Twitter: @dreamin_florida Save the Date!
- 72. QUESTIONS? Marc Lester [email protected] Salesforce Consultant Coastal Cloud Adam Haas [email protected] Salesforce Consultant Coastal Cloud
- 73. Thank you!
- 74. Network and …