SOQL (Salesforce Object Query Language) queries are a great way for Admins to easily and quickly access, analyze, and manipulate their Salesforce data. Learn how to apply your knowledge of report builder filters and formulas to help you write SOQL queries. You’ll take away a whole new way of accessing your data and an understanding of how this will save you valuable time.
The document provides guidance on best practices for reports and dashboards in Salesforce. It contains forward-looking statements and discusses risks related to the company's financial and operating results. These risks include general economic conditions, the COVID-19 pandemic, foreign currency exchange rates, the company's business strategy, international expansion, and evolving government regulations. The document directs readers to SEC filings for additional information on factors that could affect the company's financial results.
Ever wondered what's going on under the hood of your Salesforce org? Join us to learn how to quickly understand the security health of multiple orgs at a glance, and how Salesforce Shield can help satisfy tricky security compliance requirements.
WT19: 5 Game-Changing Flow Solutions to Level Up Your OrgSalesforce Admins
This document discusses 5 game-changing Flow solutions from Salesforce Labs to automate business processes and level up organizations. It introduces templates on AppExchange that provide starting points to accelerate the development of automated workflows. Templates address common challenges in areas like task management, change communication, consent tracking, and auditing. Customizing templates allows automation of additional processes tailored to specific industry needs.
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
WT19: Fantastic Formulas to Make You a Salesforce SuperheroSalesforce Admins
This document discusses how to use formulas in Salesforce to add functionality and automate tasks. It provides examples of formulas that allow filtering by a related object's field, reporting on two trailing 12-month periods, creating row-level fields in reports, conditionally displaying status icons, and generating unique URLs. The document encourages using clicks instead of code through reusable formulas in reports, lists, and validations. It also lists the types of functions available in formulas and resources for learning more.
Admin trailhead Live: Leverage Einstein Search to Increase ProductivitySalesforce Admins
This document provides an overview of Einstein Search and how administrators can leverage it to increase productivity for users. It discusses what Einstein Search is, how to turn it on by enabling it in Search Settings and permission sets, and how admins can customize the experience by defining synonyms, configuring search layouts at the object level, and other options. Resources for learning more are also provided, including the Einstein Platform product page, Admin Trailblazers group, and an upcoming Einstein Search module on Trailhead.
Admin Best Practices: Explore the Power of Data with TableauSalesforce Admins
This document discusses using Tableau to analyze and visualize data for Salesforce administrators. It begins with an example problem of wanting to see a report of tasks and events related to accounts and opportunities. It then discusses how Tableau allows drag-and-drop creation of visualizations using its visual query language. The rest of the document previews a Tableau demo, discusses key benefits for admins like exploring different data sources, and shares resources for learning more about Tableau.
This webinar is designed for new Salesforce Admins looking for key getting-started tips. Learn the habits to develop to help you learn, connect and lead, resources to make you successful and where to find people like you!
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
This document discusses best practices for software development lifecycles (SDLC) for administrators. It outlines a 3 step process for seamless deployments:
1. Plan - Emphasize quality from the beginning through discovery, requirements gathering, and defining the path to production. Important to plan environments and all testing.
2. Communicate - Identify stakeholders like business users, Salesforce team, and IT. Communicate new features, release dates, specifications to avoid waste.
3. Execute - Consider user traffic, validate success, establish a warranty period, and be ready to rollback. Backup data and metadata before deploying changes.
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
Admin Best Practices: Remove Security Risk From Your Org with a User AuditSalesforce Admins
The document discusses performing a user audit to boost security in a Salesforce org. It recommends reviewing the user list and last login dates, deactivating unused users, removing unused profiles and permission sets, aligning access levels with job functions, and using tools like Salesforce Optimizer to identify security issues. The document also provides tips for preparing, communicating, and managing security changes after a user audit is completed.
Sometimes the biggest blocker to understanding code or starting to write Apex is not having foundational knowledge of the basic building blocks of programming with the Salesforce Platform. In this webinar, Admins will learn the basics of object oriented programming: what they are, how they're used, and even some best practices to take note of in your own org.
Best Practices and Tools for Backing Up Salesforce DataSalesforce Admins
This document discusses best practices and tools for backing up Salesforce data. It begins with forward-looking statements and risks related to Salesforce products and services. The main points are that regular data exports, history tracking, sandboxes, and audit logs can help mitigate data risks. Various paid tools are also described that can help with metadata deployment, data backup, and sandbox seeding. The document emphasizes having a data management plan with regular backups and monitoring to avoid potential data loss issues.
Essential Habits for Salesforce Admins: Actionable AnalyticsSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.
Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
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.
This document provides 5 tips for solo Salesforce administrators:
1. Simplify user onboarding and support by automating welcome processes, keeping users informed via Chatter groups, and enabling 1-click support ticket creation.
2. Manage your workload in Salesforce by using Cases and Kanban to track all work and identify issues.
3. Optimize the user experience by streamlining page layouts, removing unused fields, and ensuring consistent layouts.
4. Invest in yourself by staying motivated, keeping skills up to date, and connecting with the wider Salesforce community.
5. Don't be afraid to ask for help from the large and supportive Salesforce community on resources like Answers, Trail
- Admins are responsible for core responsibilities like user management, data management, security, and actionable analytics.
- Each responsibility area involves various specific tasks that need to be completed on a regular basis, such as reviewing login history, purging duplicate data, running health checks, and ensuring analytics align with business goals.
- It is important for admins to continuously learn and develop personally through activities like attending community meetings, staying up-to-date on releases, and dedicating time to Trailhead.
WT19: Metadata Magic: Maintain Code, Without the Code!Salesforce Admins
The document discusses custom metadata and provides examples of how it can be used. Custom metadata allows organizations to maintain configurable application metadata without requiring code changes. It can be used for tasks like data mapping, integration, case routing, and managing business rules. Custom metadata provides a declarative way to add dynamic functionality and make applications more maintainable and scalable over time. Developers must initially set it up to be accessed by code, but then it can be managed through the UI.
The document introduces new solutions from Salesforce Labs for Lightning Flow, Bolt, Components and more that are available on AppExchange, including ready-to-install apps, components, and solutions to solve common business challenges, as well as innovations from Salesforce Labs for Einstein, Flows, and other products. It provides details on several new solutions that are available, such as Flow Magic Picklist, Einstein Vision and Language Model Builder, and myV2MOM, and encourages exploring more lab solutions on AppExchange.
This document summarizes key topics from a CIO roundtable discussion on the impact of on-demand/cloud computing including: 1) How on-demand impacts the relationship between IT and business units by shifting responsibilities; 2) Factors to consider when evaluating the total cost of ownership for on-demand versus on-premise systems; 3) Compliance issues related to security and privacy with systems like Salesforce; 4) How on-demand allows IT to focus more on innovation than infrastructure; 5) Ways Salesforce can be extended beyond basic CRM use cases.
1. The document provides best practices for tracking competitive intelligence within a CRM system like Salesforce, including understanding competitors' strengths and weaknesses, improving sales and marketing effectiveness, and taking market share.
2. It recommends embedding competitive strategy into sales processes, analyzing wins and losses, and delivering strategic feedback across departments.
3. Tandberg uses Salesforce to formalize account planning, embed a strategic selling methodology, extract best practices from wins, and perform deeper pipeline analysis to improve competitive win rates.
The document summarizes new features in Salesforce's next generation web services API called API 8.0. Key highlights include enhanced SOQL and SOSL with support for relationships, joins, aggregate functions and ordering. The API also introduces upsert functionality to manage cross-reference data and merge APIs to combine duplicate records.
Quip can be used to create a centralized location for documenting a Salesforce org. Key benefits include:
1) Real-time collaboration on documents through in-line comments and notifications.
2) Creating templates to standardize processes and documents across projects.
3) Integrating Quip seamlessly with Salesforce for access directly from record pages.
4) Organizing documentation into a file structure with shared business unit folders and record-level sharing.
Stamford developer group Experience CloudAmol Dixit
This document contains a forward-looking statement regarding Experience Cloud from Salesforce, noting risks and uncertainties that could impact financial and operating results. It then introduces Amol Dixit and provides an agenda for an Experience Cloud presentation, covering getting started, a deep dive, and a demo. The presentation notes advantages like creating multiple customer experiences and integrating third-party data. It describes using Experience Cloud for customer engagement through a centralized place for information and data access, as well as customer communities. Partner engagement uses are also highlighted.
Admin trailhead Live: Leverage Einstein Search to Increase ProductivitySalesforce Admins
This document provides an overview of Einstein Search and how administrators can leverage it to increase productivity for users. It discusses what Einstein Search is, how to turn it on by enabling it in Search Settings and permission sets, and how admins can customize the experience by defining synonyms, configuring search layouts at the object level, and other options. Resources for learning more are also provided, including the Einstein Platform product page, Admin Trailblazers group, and an upcoming Einstein Search module on Trailhead.
Admin Best Practices: Explore the Power of Data with TableauSalesforce Admins
This document discusses using Tableau to analyze and visualize data for Salesforce administrators. It begins with an example problem of wanting to see a report of tasks and events related to accounts and opportunities. It then discusses how Tableau allows drag-and-drop creation of visualizations using its visual query language. The rest of the document previews a Tableau demo, discusses key benefits for admins like exploring different data sources, and shares resources for learning more about Tableau.
This webinar is designed for new Salesforce Admins looking for key getting-started tips. Learn the habits to develop to help you learn, connect and lead, resources to make you successful and where to find people like you!
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
This document discusses best practices for software development lifecycles (SDLC) for administrators. It outlines a 3 step process for seamless deployments:
1. Plan - Emphasize quality from the beginning through discovery, requirements gathering, and defining the path to production. Important to plan environments and all testing.
2. Communicate - Identify stakeholders like business users, Salesforce team, and IT. Communicate new features, release dates, specifications to avoid waste.
3. Execute - Consider user traffic, validate success, establish a warranty period, and be ready to rollback. Backup data and metadata before deploying changes.
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
Admin Best Practices: Remove Security Risk From Your Org with a User AuditSalesforce Admins
The document discusses performing a user audit to boost security in a Salesforce org. It recommends reviewing the user list and last login dates, deactivating unused users, removing unused profiles and permission sets, aligning access levels with job functions, and using tools like Salesforce Optimizer to identify security issues. The document also provides tips for preparing, communicating, and managing security changes after a user audit is completed.
Sometimes the biggest blocker to understanding code or starting to write Apex is not having foundational knowledge of the basic building blocks of programming with the Salesforce Platform. In this webinar, Admins will learn the basics of object oriented programming: what they are, how they're used, and even some best practices to take note of in your own org.
Best Practices and Tools for Backing Up Salesforce DataSalesforce Admins
This document discusses best practices and tools for backing up Salesforce data. It begins with forward-looking statements and risks related to Salesforce products and services. The main points are that regular data exports, history tracking, sandboxes, and audit logs can help mitigate data risks. Various paid tools are also described that can help with metadata deployment, data backup, and sandbox seeding. The document emphasizes having a data management plan with regular backups and monitoring to avoid potential data loss issues.
Essential Habits for Salesforce Admins: Actionable AnalyticsSalesforce Admins
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.
Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
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.
This document provides 5 tips for solo Salesforce administrators:
1. Simplify user onboarding and support by automating welcome processes, keeping users informed via Chatter groups, and enabling 1-click support ticket creation.
2. Manage your workload in Salesforce by using Cases and Kanban to track all work and identify issues.
3. Optimize the user experience by streamlining page layouts, removing unused fields, and ensuring consistent layouts.
4. Invest in yourself by staying motivated, keeping skills up to date, and connecting with the wider Salesforce community.
5. Don't be afraid to ask for help from the large and supportive Salesforce community on resources like Answers, Trail
- Admins are responsible for core responsibilities like user management, data management, security, and actionable analytics.
- Each responsibility area involves various specific tasks that need to be completed on a regular basis, such as reviewing login history, purging duplicate data, running health checks, and ensuring analytics align with business goals.
- It is important for admins to continuously learn and develop personally through activities like attending community meetings, staying up-to-date on releases, and dedicating time to Trailhead.
WT19: Metadata Magic: Maintain Code, Without the Code!Salesforce Admins
The document discusses custom metadata and provides examples of how it can be used. Custom metadata allows organizations to maintain configurable application metadata without requiring code changes. It can be used for tasks like data mapping, integration, case routing, and managing business rules. Custom metadata provides a declarative way to add dynamic functionality and make applications more maintainable and scalable over time. Developers must initially set it up to be accessed by code, but then it can be managed through the UI.
The document introduces new solutions from Salesforce Labs for Lightning Flow, Bolt, Components and more that are available on AppExchange, including ready-to-install apps, components, and solutions to solve common business challenges, as well as innovations from Salesforce Labs for Einstein, Flows, and other products. It provides details on several new solutions that are available, such as Flow Magic Picklist, Einstein Vision and Language Model Builder, and myV2MOM, and encourages exploring more lab solutions on AppExchange.
This document summarizes key topics from a CIO roundtable discussion on the impact of on-demand/cloud computing including: 1) How on-demand impacts the relationship between IT and business units by shifting responsibilities; 2) Factors to consider when evaluating the total cost of ownership for on-demand versus on-premise systems; 3) Compliance issues related to security and privacy with systems like Salesforce; 4) How on-demand allows IT to focus more on innovation than infrastructure; 5) Ways Salesforce can be extended beyond basic CRM use cases.
1. The document provides best practices for tracking competitive intelligence within a CRM system like Salesforce, including understanding competitors' strengths and weaknesses, improving sales and marketing effectiveness, and taking market share.
2. It recommends embedding competitive strategy into sales processes, analyzing wins and losses, and delivering strategic feedback across departments.
3. Tandberg uses Salesforce to formalize account planning, embed a strategic selling methodology, extract best practices from wins, and perform deeper pipeline analysis to improve competitive win rates.
The document summarizes new features in Salesforce's next generation web services API called API 8.0. Key highlights include enhanced SOQL and SOSL with support for relationships, joins, aggregate functions and ordering. The API also introduces upsert functionality to manage cross-reference data and merge APIs to combine duplicate records.
Quip can be used to create a centralized location for documenting a Salesforce org. Key benefits include:
1) Real-time collaboration on documents through in-line comments and notifications.
2) Creating templates to standardize processes and documents across projects.
3) Integrating Quip seamlessly with Salesforce for access directly from record pages.
4) Organizing documentation into a file structure with shared business unit folders and record-level sharing.
Stamford developer group Experience CloudAmol Dixit
This document contains a forward-looking statement regarding Experience Cloud from Salesforce, noting risks and uncertainties that could impact financial and operating results. It then introduces Amol Dixit and provides an agenda for an Experience Cloud presentation, covering getting started, a deep dive, and a demo. The presentation notes advantages like creating multiple customer experiences and integrating third-party data. It describes using Experience Cloud for customer engagement through a centralized place for information and data access, as well as customer communities. Partner engagement uses are also highlighted.
Alba Rivas - Building Slack Applications with Bolt.js.pdfMarkPawlikowski2
This document discusses building Slack applications using the Bolt framework. It provides an overview of how Slack apps work, including how they are created at api.slack.com and use the Events and Web APIs. It introduces the Bolt framework for simplifying Slack app development and describes key features like abstracting implementation details and an intuitive listener pattern. Code examples are provided for the Ready to Fly architecture running a Node.js app on Heroku that interacts with a Slack workspace using these APIs. Block Kit is also introduced as the UI framework for surfaces like modals and messages.
Manage and Release Changes Easily and Collaboratively with DevOps Center - Sa...Amol Dixit
Manage and Release Changes Easily and Collaboratively with DevOps Center - Salesforce Coffee Hour
Salesforce DevOps Center provides an improved experience around change and release management that brings DevOps best practices to your development team, regardless of where you fall on the low-code to pro-code spectrum. All developers can work together to deliver value to customers in a repeatable and scalable way, whether you use declarative builders, write code in Salesforce Extensions for VS Code, leverage the power and flexibility of Salesforce CLI, or all three.
The document contains a forward-looking statement under the Private Securities Litigation Reform Act noting that the presentation contains forward-looking statements about financial and operating results including expected GAAP and non-GAAP results. It notes there are risks and uncertainties that could cause actual results to differ from forward-looking statements including general economic conditions, foreign currency fluctuations, and regulatory risks. The document also contains a lengthy list of additional risks and uncertainties that could affect financial results.
Salesforce Learning Journey - Partner Guide to Credentials.pdfssuser72de80
- The document discusses credentials available through Salesforce for partners, including Trailhead certifications and accredited professional credentials.
- Trailhead certifications test skills and knowledge in specific roles like admin, developer, or consultant, while accredited professional credentials require advanced training in core cloud topics and products.
- It provides examples of learning journeys and recommended credentials for different Salesforce clouds and industries to help partners demonstrate expertise, gain recognition, and drive customer success.
The document contains forward-looking statements about the company's financial and operating results, including expected revenue, earnings, and other metrics. These statements involve risks and uncertainties that could cause actual results to differ materially. The risks include general economic conditions, the impact of competition and technology changes, and issues related to the company's business strategy, international operations, acquisitions, taxes, litigation, and other legal and regulatory matters.
Salesforce Stamford developer group - power of flowsAmol Dixit
Here are the steps to conduct a random lucky draw in the Stamford Developer chatter group:
1. Create a flow that randomly selects a record from the group member list. This can be done using the Random Record element.
2. Add a text resource to store the name of the randomly selected member.
3. Add a post to chatter action to post a message in the group announcing the winner. Reference the text resource for the winner's name.
4. Schedule the flow to run automatically on a specific date and time using a time-based trigger.
5. Members of the group just need to join the chatter group to participate. No other action is required from their side.
6.
This document provides an overview of connected apps and single sign-on (SSO) using SAML 2.0. It discusses what connected apps and SSO are, how SAML 2.0 enables SSO, and the IDP-initiated and SP-initiated SSO flows. It also covers implementation parameters for identity providers and service providers to configure SSO, and the role of connected apps in SSO. References for additional documentation on SSO and connected apps using Salesforce are provided.
The Summer '20 Release Overview Deck provides a high-level overview of the top features being released across Salesforce clouds in Summer 2020. Key highlights include improvements to sales productivity tools like Sales Cadences and Einstein Call Coaching in Sales Cloud, new features for service agents like Einstein for Service in Service Cloud, and updates to reports, data integration, and app building in Analytics Cloud. The deck encourages users to explore the new features to train themselves and optimize use.
The document summarizes a virtual meetup organized by Jyoti Chaudhary and Lalit Panwar in Jaipur, India on March 20th, 2020. It introduces the speaker, Harish Subramanian, a 15-year IT veteran and MuleSoft Certified Architect. The agenda includes a presentation and demo of MuleSoft's accelerator for Salesforce clouds to enable customer 360 in retail, and a sneak peek at MuleSoft Composer. The meetup concludes with a trivia quiz for attendees using the mentimeter platform.
We will be covering some of the below topics.
1) What is Omni-Channel?
2) Why its required and what are the benefits?
3) I am not a Developer/Coder. Can I build configure/implement is?
4) Hands-on live Omni-Channel Routing example.
6) Q&A
1. The document discusses a presentation by a company about its financial and operating results, including expected revenue, earnings, growth rates, and environmental goals.
2. It contains forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ materially.
3. It lists various risks that could affect the company's results, such as economic conditions, the coronavirus pandemic, foreign exchange rates, and the company's business strategy and growth plans.
Health Cloud: Digital Transformation Driving Speed to ValueCodeScience
Digital transformation can be a tremendous challenge in any industry, especially in response to a compelling event. So far in 2020, we’ve experienced one of the most profound examples of a compelling event — a pandemic.
Today, many businesses, especially healthcare organizations, are looking for ways to quickly upgrade digital solutions or rapidly develop new products to help solve pressing challenges presented in 2020. For ISVs, Health Cloud offers many advantages for building products in the Healthcare and Life Sciences arena.
Join Melissa Laake, Healthcare and Life Sciences Industries Lead at CodeScience, and Alexandra Sharp, Principal, Strategic Industry Partners Healthcare & Life Sciences at Salesforce, as they explore strategies for building on Health Cloud.
In this webinar, you’ll learn:
- How Health Cloud can deliver superior speed to value for healthcare ISVs.
- The ways Health Cloud provides a turnkey solution for building, releasing, and scaling digital healthcare products, as well as uncovering negative space within the ecosystem.
- Insights healthcare ISVs can use to drive digital transformation across their businesses.
https://learn.codescience.com/health-cloud-digital-transformation.html
Tableau can help anyone see and understand their data. Connect to almost any database, drag and drop to create visualizations, and share with a click.
Let's learn Tableau from a Salesforce MVP..
Mark’s passion is enabling a data-driven transformation with intelligent, actionable insights. He is a recipient of the coveted Gold Hoodie (2017) award, and is a published author, thought leader, and global Salesforce event speaker.
Mark loves building smart business analytics that really works, combining business acumen with technical skill to create intelligent and informed insights. With a background in mathematics and engineering, Mark is passionate about solving problems using technology and data. He founded and led a Salesforce partner business, ClearR, for four years, delivering outstanding analytics solutions for Salesforce customers.
Sample Gallery: Reference Code and Best Practices for Salesforce DevelopersSalesforce Developers
This document provides an overview of the Salesforce Sample Gallery, which contains sample applications, reference code, and best practices for Salesforce developers. It describes different types of sample apps, including recipe style apps with specific code examples and standalone apps that demonstrate features. The document also outlines upcoming updates to the gallery, such as adding new applications and retiring outdated ones. It promotes benefits like inspiration, learning open source code, and understanding development best practices.
1) The document outlines essential habits for new admins, including calendars of habits for core admin responsibilities like user management, data management, security, and actionable analytics.
2) It emphasizes the importance of habits for excellence and success, and provides examples of weekly, monthly, quarterly, and annual habits for each responsibility.
3) The habits include things like reviewing login history, meeting with IT, running health checks, updating reports and dashboards, and ensuring analytics are aligned to business needs.
July 2020 Chicago Nonprofit Group - Summer '20 Highlightscsupilowski
This document provides highlights from a July 16th, 2020 Salesforce webinar. It includes introductions, certifications and job opportunities. There are also announcements for several upcoming webinars on topics like the Summer '20 release, Accounting Subledger, and diversity and inclusion. Resources are listed on sandbox previews, release readiness, and the release schedule. Several attendees provide their favorite features from the Summer '20 release, including post-chat surveys, Einstein Search improvements, and report subscription attachments.
Salesforce Backup, Restore & Archiving- Adam Best, Senior Program Architectgemziebeth
- How Salesforce protects your data
- Backup Options
- Salesforce Native Backup Tools
- Heroku External Objects
- Archiving Options
- Where Can You Go Next To Learn More
Watch the full episode: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDRS/admin-best-practices-dashboards-for-every-admin
The secret formula to being an #AwesomeAdmin is…FORMULAS! Join Admin Evangelist Jennifer Lee for this session to understand Salesforce formulas, how to build them, and some of the most common use cases for formulas. You will learn the basic framework for a Salesforce formula, where they can be used, and considerations for building them.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKv/admin-best-practices-building-useful-formulas
Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins
Think of a business process today that could be optimized. With Einstein Automate, you can reimagine this process and completely shift the way your employees and customers engage with your business. Come learn how to build end-to-end workflows by combining Salesforce Flow with AI, chatbot, or low-code integration tools.
Watch the Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmQ/awesome-admins-automate-integrate-flow-with-ai-and-chatbots
#AwesomeAdmins Automate: Create Triggered Flows and Batch JobsSalesforce Admins
What are some manual tasks that are recurring for your team today? How much time do they spend on them? Salesforce Flow can reduce the time spent on these tasks and remove the potential for error by automatically performing any follow-up actions for you. Come learn how simple it is to create record-triggered flows, schedule-triggered flows, and batch jobs using Flow Builder and get started on your automation journey today.
Watch the full episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmK/awesome-admins-automate-create-triggered-flows-and-batch-jobs
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
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WT19: Platform Events Are for Admins Too!
1. Platform Events are for
Admins too!
An addition to your
#AwesomeAdmin toolkit
December 18 2019
2. Mark Budzyn
12x Certified
Manager Professional Services
www.linkedin.com/in/markbudzyn/
Trusted Salesforce Applications
and Consulting Services to
Enhance Your Service Experience
3. Forward Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating
and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-
based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results
could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events;
the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading
provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the
competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate
and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of
acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains
or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau
due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to
protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and
maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet,
those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release
of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability
to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit
facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate
change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the
Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
6. Platform Event isn’t a regular sObject
Like a sObject
• Create in Setup
• Allow custom fields
• Can be inserted declaratively or through
code
• Triggers and process builders can ‘listen’
for new Platform Event records
• Control read and create permissions
Not like a sObject
• Platform Events are ‘definition’ entities
• A record is considered a ‘message’
• Messages are NOT viewable in the UI
• Allows certain types of custom fields
• Messages can’t be updated or deleted
• Messages are stored for 24 or 72 hours
• Messages can be used within Salesforce
as well as between Salesforce and
external apps
Defining a Platform Event
7. Allows custom fields
Messages can be inserted declaratively
Process builders can ‘listen’ for messages
Can be used within Salesforce
Loosely coupled
Why should it go into my #AwesomeAdmin toolkit?
9. Business use case
• When a user is deactivated transfer any Contacts they own to another user
Original design
• Process builder on User to fire flow to mass update Contacts owned by
deactivated user
Problem
• Throws Mixed DML Operation error – making changes to Setup and
non-Setup objects
Final design
• Two process builders: on User and on Platform Event; Platform Event fires the
flow
• Added bonus—Platform Event can be used to fire Lead and Opportunity
updates
Mixed DML Operation
Explore a Use Case
Let’s take a
quick look