Blaze Your Trail
Mike Rosenbaum, EVP, CRM Applications @mike945778
Salesforce for Admins
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.
Salesforce Platform + Salesforce Admin = AWESOME
Salesforce Platform + Salesforce Admin = AWESOME
Fun
Career Success
Empowerment
Community Success
Company Success
The #AwesomeAdmin Community Has Done Incredible Things2.3M Success Community members and growing!
2015 20162006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2015 2016
218k Custom Lightning Components
63k Ideas Submitted
300B+ Process Builder Transactions
Thank You for Inspiring our VisionYou are leading…
You are driving change…
You are innovating…
You are the creating the future…
You are Trailblazers!
D"ald Bohrisch Salesforce Solutions
Manaager
Jessica Oh Salesforce
Administrator
Shaneese Shands Salesforce
Administrator
`
#AwesomeAdmin Trailblazer Award
Be Your Best. Prioritize Career Growth and Learning
“Once I convinced myself that I could learn anything, all that was left was to put in the work.”
Zac Otero Salesforce Admin
Kris Lande
Sr. Director, Admin Marketing@krislande
Everyone is Empowered to Learn with TrailheadThe fun and easy way to learn Salesforce
Product Knowledge
HR & Culture
Leadership & Management
1.2MBadges completed
trailhead.salesforce.com144
Badges available
You Have Started a Movement
#Trailhead4All
Join the Conversation
Salesf#ce Saturdays
Annie Shek
Enterprise CRM Manager
#Trailhead4Allsfdc.co/Trailhead4All
@annieforce
Admins Lead by Example
Mary Olson Fajimi Salesforce Admin
“I am passionate about using technology to create positive and lasting impact for my company, my customers and my community.”
Admins Drive Innovation
“I help my company use technology to find innovative solutions to complex problems.”
Carlos Frias Salesforce Admin
Admins Pioneer with Curiosity
“With Salesforce, the things that you can do are endless - the sky is the limit. The limit is your imagination.”
Toya Gatewood Salesforce Admin
Admins Blaze New Trails
Lead Innovate Pioneer
Admins Blaze New Trails
Lead Innovate Pioneer
Mike Gerholdt
Sr. Manager, Admin Evangelism @mikegerholdt
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Lead with Best PracticesAdmins are Salesforce ambassadors
StreamlineProcesses
Provide Training & Documentation
Drive Efficiencies
Connect with
StakeholdersChampion
New Technology
Lead your Company to the Future with LightningLead your company to the future with Lightning
Experience
Builder
Ecosystem
Lightning Continues to Improve with New Features…Winter ’17 Release is packed with Lightning features
Enhanced Navigation
Mass Add to Campaign
Dashboard role hierarchy filter
Calendar Month View
Inline Edit on Lists
Quotes with PDF
Contracts
Campaign Influence
Javascript Button Replacement
View External Calendars in Lightning
Lightning Groups
Chart Parity with Classic
OpenCTI GA
Merge Leads Share dashboard components
Chatter live feed
Chatter inline video
Lightning Content Libraries
App Branding Scheduled Reports Kanban on Leads, Campaigns, Contracts
Enhanced Chatter postsDrill down from filtered dashboard Lightning for Gmail
Lightning Continues to Improve with New Features…Winter ’17 Release is packed with Lightning features
Enhanced Navigation
Mass Add to Campaign
Dashboard role hierarchy filter
Calendar Month View
Inline Edit on Lists
Quotes with PDF
Contracts
Campaign Influence
Javascript Button Replacement
View External Calendars in Lightning
Lightning Groups
Chart Parity with Classic
OpenCTI GA
Merge Leads
Enhanced Chatter postsDrill down from filtered dashboard
Share dashboard components
Lightning for Gmail
Chatter live feed
Chatter inline video
Lightning Content Libraries
App Branding Scheduled Reports Kanban on Leads, Campaigns, Contracts
Demo
But Wait! There’s More in Spring ’17!
Field Service Lightning Wave
Field Service Mobile Lightning
Lighting Service for Mobile
Lightning Service for Web Custom Components
Calendar All with Gmail
Partner Lightning Community Templates
Lightning Employee Community with Cases
Analytics for Lightning Communities
Lightning Community Feed
Lightning Calendar Component
Scheduled Dashboards
Report NotificationsLightning Report Builder (Pilot) Edit Dynamic Dashboards
Edit Tables on Dashboards
Role Hierarchy on Reports
Skype in Lightning
Custom Global Actions
Opportunity Product Selector
Forecasting
’17
Desktop Favorites
Merge Records
Field History Tracking
Mass Actions on Related Lists
LEARN PREPARE ENGAGE
The Lightning Journey for AdminsCommunicate with your users at every step of the way
salesforce.com/lightning
Hands-on Experience
Lightning Badges
Lightning Roadmap
Winter ’17 Release Notes
Sandbox
Admin Playground
Lightning Readiness Check
Preview Your Org
Training, Marketing & Comms Plan
Rollout Schedule
admin.salesforce.com
Customer Success Community
Set up User Access
Gap AnalysisEnjoy the Awesome!
Visit Trailhead
Review Features
Analyze Your Org Turn it on!Use it
YourselfRollout Strategy
Discuss with Admin Peers
Set Up Access
Team Comms
Sample Email Campaigns
How-To Videos
David Liu
Salesforce Technical Architect @dvdkliu
Are you Lightning Ready?Get your Lightning Experience Readiness Check
Assess your org for Lightning Experience readiness
Determine which users are ready to migrate
Know how to proceed with Lightning migration
1-on-1 Lightning Assessments 3rd floor Moscone West
Visit the Lightning Lookout
Access in Setup!
Admins Blaze New Trails
Lead Innovate Pioneer
Gillian Madill
Admin Evangelist@gmadill
Boost productivity with out of the box componentsInnovate with Lightning Components
Sumir Saini Salesforce Administrator
20 New Standard Components
100+ Partner Components
Get more productive new Lightning Components in Gmail & Outlook
Be productive and administer from anywhere
Innovate with Mobile
Reset passwords
View real-time Trust status
Freeze users
Edit users
Manage permission sets
Create new users
Reassign licenses
Manage Leads, Contacts, Accounts and Opportunities
Share ideas and files with your team
Create, sort, and review tasks
White label for your company
COMING SOON
COMING SOON
COMING SOON
Demo
Admins Blaze New Trails
Lead PioneerInnovate
LeeAnne Templeman
Sr. Admin Evangelist@leeanndroid
Pioneer with IntelligenceHelp your users make smarter decisions
Marketing Users Personalize campaigns
Optimize content Deliver timely
communications
Sales Users Prospect better
Improve forecasting Automate routine tasks
for everyoneAI
Einstein makes your CRM processes smarterPioneer with Automation
Predict
Recommend
Discover
Automate
Demo
You are all Trailblazers
Lead Innovate Pioneer
Resources to Help You Blaze Your Trail
Set Learning & Career Priorities
Run a Lightning Assessment
Lead by Communicating
One more thing…