Welcome to Salesforce Indiana Innovation Day! 12:00 – 1 ... · Lightning Platform. The fast, easy, and fun way to build apps. Indiana Innovation Day – June 2018. Key Messages\爀屲Here
59
12:00 – 1:00pm Registration and Networking Lunch Welcome to Salesforce Indiana Innovation Day!
Keynote –The Power of Salesforce, Use Cases and More
1:10 – 2:00pmJohn D. Conley
Senior Director, Public SectorSalesforce
Lightning PlatformThe fast, easy, and fun way to build apps
Indiana Innovation Day – June 2018
Presenter
Presentation Notes
Key Messages Here to talk about app dev on Salesforce, yes app dev Talk Track Introduce yourself and background
• 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.
• Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement
Presenter
Presentation Notes
Key Message� Salesforce is a publicly traded company. Customers should make buying decisions only on the products commercially available. Talk Track� Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available.�
1st Industrial Revolution
Steam
2nd Industrial Revolution
Electricity
3rd Industrial Revolution
Computing
4th Industrial Revolution
Intelligence
Fourth Industrial Revolution• Artificial intelligence is transforming every experience
1700s 1800s 1900s Today
Presenter
Presentation Notes
Key Messages In the Fourth Industrial Revolution, artificial intelligence (AI), robotics, and the Internet of Things (IoT) are transforming the customer experience. The lines between the physical and digital worlds are blurring, especially with technology like voice command, autonomous cars, and smart devices that keep you connected and always-on. Talk Track� Over the last 300 years, our world has seen incredible innovation and unprecedented technological change. Today, we're entering the Fourth Industrial Revolution where artificial intelligence, robotics, and the Internet of Things (IoT) are transforming the customer experience. AI is making devices and apps smarter The lines between the physical and digital worlds are blurring We are seeing incredible new products and services — like connected motorcycles and connected coolers You can see this change in our everyday lives: shopping via voice command, autonomous cars, and smart devices that keep you connected and always-on.��Transition� These next-generation technologies are connecting us to our customers in a whole new way. And customer expectations, in turn, are changing. ��Related Trail�The Fourth Industrial Revolution: https://trailhead.salesforce.com/modules/learn-about-the-fourth-industrial-revolution�
The Power of the Lightning Platform
Automatic Upgrades
50+ Major Releases(3x per year)
Multi-Tenant InfrastructureMetadata-based
Single Code Base and Shared Infrastructure
Open & Extensible
API-First Architecture2700+ AppExchange Apps
Unbreakable Customizations
Integrations andcustomizations auto-upgraded
• For building industry-compliant apps• The #1 Enterprise Trusted Platform
Secure Data Centers
Backup and Disaster Recovery
Real-time Replication
Third Party Certifications
Customer Audits
HTTPS Encryption
Penetration Testing
Advanced Threat Detection
Secure Firewalls
IP Login Restrictions
Identity & Single Sign On
Password Policies
Two Factor Authentication
User Roles & Permissions
Field & Row Level Security
Infrastructure Network Application
Application platform and mobile application development platformsLightning Platform is an Industry Leader in App Dev
Magic Quadrant for Mobile Application Development Platforms, Worldwide June 12, 2017Analysts: Jason Wong, Van L. Baker
Magic Quadrant for High Productivity Application Platform as a Service, Worldwide April, 2018Analysts: Paul Vincent, Van L. Baker, Yefim V. Natis, et al.
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Salesforce. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Presenter
Presentation Notes
Key Messages The Lightning Platform is the leader in application development for 3 years and running �Talk Track �We continue to be a leader, both rated by our analysts and our customers. We are a leader in high productivity (low-code) platforms as well as a leader in mobile app development because we make it easy for anyone to build apps.��Transition �What do our customers say about us?�
Lightning Platform Drives Customer Success
Presenter
Presentation Notes
Key Messages Customers are seeing ROI when using the Lightning Platform Talk Track �Lastly, our customers are telling us they are seeing massive gains across the board. They are seeing an increase in productivity, speed in innovation all while decreasing their costs. �
• Where do you want to spend your time?
Salesforce Changes How You Approach App Development
Apps
SalesforceLegacy Platforms
Apps
Operations
Infrastructure
Tim
e
Infrastructure
Operations
Presenter
Presentation Notes
Key Messages The Lightning Platform changes how you do app development by allowing you to focus on building apps, while Salesforce handles the rest Talk Track �The Lightning Platform allows you to change how you approach app development. Some companies are still building on legacy technology. When you buy legacy technology, like on premise system, you have to manage things you don't have to with Salesforce—like infrastructure and operations-- leaving very little time for building apps. With Salesforce, we manage the infrastructure and provide tools for the operations, so you can focus on building apps and not worry about infrastructure and operations, as we handle that for you.��Transition �Something that we have that our competitors do not...�
Today, Everyone Has an Idea for an App• Technology has the potential to transform everyone’s experience
Your Customers
Visitor Log
Finance
Health Procurement
Legislation
Cases Onboarding
Mentoring
Recognition
Compliance
Recruiting
Your App Idea
Your Employees
Presenter
Presentation Notes
Key Messages The Lightning Platform helps companies with their digital transformation Talk Track� And in this fourth industrial revolution where advances in technology are progressing at an exponential rate, companies are experiencing unprecedented demand for apps Today, everyone has an idea for an app And that extends to both your employees and your customers Use a personal story of how you felt an app could solve a consumer experience Then ask your customer, ‘what is an example of an app you’ve thought of?’ Transition�Right, so we’ve all experienced this ourselves. So what’s stopping us from delivering on these ideas?
The Developer Gap
3xmore demand for IT than are being
educated
1.4MDeveloper
Jobs
400KComputer Science
Students
IT Doesn’t Have the Resources to Deliver on Every Idea
Presenter
Presentation Notes
Key Messages We’re in the midst of the fourth industrial revolution, and teams need to rethink how they work to solve for the developer and skills gap The Lightning Platform empowers everyone across the organization to build applications and transform the employee or customer experience Talk Track When we go through technological revolutions like the fourth industrial revolution, there is a direct result on the labor market. In this case, a huge developer gap has ensued – not only developers, but data scientists, mobile experts, security experts, etc. How can we help solve this developer gap, which will only widen unless we start to empower people to learn and develop their skill set to thrive in the fourth industrial revolution. How do we solve for this? Trailhead! Trailhead provides developers the skills and tools they need, but it will also empower users across the organization, from business users to admins, the ability to build applications. We’re transforming how our trailblazers build apps.
• On the Lightning Platform
Empower Business and IT to Work Together
Drag, Drop and Configure
Program for Advanced Functionality
Business Admins build apps with pre-built components,
adding fields, workflows, data sources, and layouts with clicks,
not code
Developers build apps in their favorite languages, accessing rich
frameworks and APIs, then deploying instantly from the
command line
One platform for your customers, partners and employees
Empower Everyone to Build Apps and Experiences
NO-CODE CODE
BUSINESS USERS DEVELOPERS
LOW-CODE
Toya Gatewood
Salesforce Admin
Jordan McDanielDeveloper & Architect
AppExchange
Lightning App Builder
Lightning Community Builder
Heroku
Salesforce DX
Presenter
Presentation Notes
Key Messages No-code to code spectrum of products empowers everyone to be a part of the app dev process, decreasing the time to market for innovative ideas The Lightning Platform lets you build apps fast! Talk Track� There is a spectrum of technical talent inside companies from end-users of technology through to developers No matter where you sit on that spectrum, the Lightning Platform has tools for you to succeed in building apps for your customers, partners and employees This is the key to rapid app dev, your business users and developers work together, on the one platform, to solve business challenges The Lightning Platform has no-code tools for declarative developers like Salesforce admins and business users and tools like Salesforce DX and Heroku for programmatic developers. Transition�Everyone is empowered to build apps fast.
Every App Comes with Powerful Services Built-in
Artificial Intelligence
• Why build every piece of functionality from scratch?
SearchMobile Access
Workflow Engine
Security & Access Controls
Identity
APIsCollaboration Multi-Language & Currency
Reports & Dashboards
Presenter
Presentation Notes
Key Messages Building engaging, secure and functional apps in today’s changing environment is hard We have done so much work for you already, so you don’t have to Talk Track� The Lightning Platform simplifies app dev by abstracting a lot of code and complexity. Services like identity, collaboration, workflow automation, AI, mobility search and so on, just come standard with any app you build on the Lightning Platform Why build every piece of functionality from scratch when we’ve already done so much of the work for you? Transition�This is what makes app dev on Salesforce easy.
What can you do with the Lightning Platform?
Presenter
Presentation Notes
Transition�…Let’s now look at what our customers are doing with the Lightning Platform to completely transform the experience for their customers, partners and employees.
What you can do with the Lightning Platform
ExtendService Functions
Accelerate Any Business Process
Transform App Development
Presenter
Presentation Notes
Talk Track� We see our customers typically use the Lightning Platform in these three areas: To extend their Sales and Service departments To digitize core business processes, and To transform their app development
What you can do with the Lightning Platform
Extend Service
Transform App Development
Accelerate Any Business Process
Presenter
Presentation Notes
Talk Track� Let’s dive into how customers are extending Sales and Service departments
Customize Service Your Way• With Lightning Platform’s point-and-click tools
Lightning Platform
Create Custom Fields
Automate Processes
Setup Quick Actions
Relate Objects to Each Other
Optimize your Mobile Experience
Consume APIs
Specify User Access and Permissions
Presenter
Presentation Notes
Key Messages You customize Sales and Service using tools in the Lightning Platform This can be done without writing a line of code Talk Track� The Lightning Platform is your key to optimizing your sales and service solutions to suit your business needs. Every time you create custom fields, automate processes, consume APIs, and setup quick actions, you’re using the power of the Lightning Platform Specifying user access and setting up permissions, relating objects in your data model to each other and optimizing your mobile experience is all core functionality of the Lightning Platform What’s so special is that you can do all of this with the point-and-click tools we discussed earlier Transition�But you shouldn’t feel limited to using the Lightning Platform to improve just your sales and service departments…
Cases | Inspections | Fulfillment
Files | Case Management | Time Keeping
Compliance | POs | Monthly Close
Onboarding | Recruiting | Benefits
Operations
MarketingQuality Control | Licensing | Projects
Project ManagementGovernance| Licensing | Intake
HR
Finance
Legal
Empower Everyone to Improve the Customer Experience
• Build apps to help support your customer experience goals
Presenter
Presentation Notes
Key Messages Build apps on the Lightning Platform in other departments to turbocharge your sales and service teams Talk Track� The Lightning Platform can be used to empower all your employees in other departments to be the best at their jobs and connect to your customers in new ways You can build powerful apps to turbocharge the productivity of your employees in supply chain management, operations, marketing, legal, finance, HR and so on. Our customers are building Lightning apps for things like fulfillment, employee onboarding, time keeping, licensing and compliance – the possibilities are endless The magic of these apps built in other departments being on the one platform is that they can help your sales and service teams, completing the 360-degree view of your customer Transition�And customers don’t just stop there when it comes to creating the 360 degree view of their customers, they also bring data from external systems into the Lightning Platform…
6.5 minutesreduction in average
call time
54% 12%correlated reduction in call
abandonment rate
CO HCPF’s investment in a digital contact center is an investment in its mission
Mission “Improving health care access and outcomes for the people we serve while demonstrating sound stewardship of financial resources”
Colorado Government embodies core of the industry...Firm belief that “total health” depends all sectors working together to promote policies and activities that support health
…while also adapting to changing legislationThe introduction of the ACA brought an increased number of HCPF customers, requiring new level of scalability without sacrificing quality of service
Transformational Tools on a Modern, Digital Platform Introducing the new Customer Contact Center – an open, innovative platform, designed for speed and built for trust
Measurable Results, Holistic Impact3 dimensions of new capabilities in just 3 months: (1) better service, faster, (2) new service channels, and (3) supports single platform vision.
22
Colorado Health Care Policy and Financing • Trailblazers in Action
Presenter
Presentation Notes
(PROFILE) Did you know Amtrak is the country’s only national passenger rail provider? Amtrak serves over 85,000 passengers a day - close to 32 million people every year - from 500 stations spread across 46 states, Washington, D.C., and three Canadian provinces. Our team here at Salesforce had the chance to sit down with several members of Amtrak’s leadership team and hear how their enterprise-wide transformation effort moves America faster with a digital, modern mission. (MISSION) Amtrak’s mission is, “Delivering intercity transportation with superior safety, customer service and financial excellence.” (PAIN) The primary challenge in front Amtrak was how to take this railroad company and move it to technology that allows its customers, partners, and employees to be happy and productive. Amtrak’s leadership team decided to focus on simple, intuitive, and scalable technology options, paired with an outcome-oriented mindset, to drive three objectives: Business process simplification and consolidation; Experience enhancement and optimized total cost of ownership; and Enable pervasive mobility. (SOLUTION) Built on Salesforce, Amtrak IT developed the TOPS (Train Operations) app to track train servicing. Supervisors can log when their team is done with a given service, alert their counterparts of any issues or delays, and pull reports that capture performance stats, common disruptions, and more. The TOPS app opened up communications and visibility across the entire train turnover process, making it easier to understand, quantify, and replicate best practices that could otherwise get lost in an expansive workplace. (BEST PRACTICES) Amtrak demonstrates five best practices in the organization’s work with the cloud: Make the customer experience the #1 priority Develop an alliance between IT and line of business by starting with business requirements resulting from customer-centric priorities Leverage subject-matter experts via in-house and external partnerships Find a platform that meets key success criteria centered on making the life easier for the conductor, the engineer, and passengers And use a co-exist strategy that builds engagement layers on top of the ‘old’ platforms to support employees steeped in legacy system knowledge as well as newer hires familiar with modern approaches. (IMPACT) Amtrak established a competency center, a shared service technology group that focuses on standardizing the skills, processes, and infrastructure Amtrak needed to move from point solutions to an integrated, core platform strategy. They’ve brought a forward-thinking approach to a mission immersed in safety, scale, and a quality customer experience.
City and County of Denver• Trailblazers in Action
PROFILE:
An increasingly popular city
#2 spot on the 2017 US News and News and World Report Best Places to live.
MISSION:Maintain an Outside-In Approach
Keep Denver safe, maintain county-wide sustainability, and provide new opportunities for the community’s next generation of 680,000 people and counting—rapidly.
CHALLENGE:Mile High Growth in the Mile High City
Denver welcomes average of 1,000 new residents each month, emphasizing the need for scale across city services.
SOLUTION:
Digital 311 and Case Management Platform
Built on Service Cloud, Denver took case management digital, opened up new 311 service channels, and integrated data analytics.
IMPACT:
Connected people, process, and data
Connected platform: front end experience → back end mission execution.
More service channels and insights “help us determine where we should be dedicating our resources, and what things we should be working on to make it easier for our citizens to connect with our government,” said Binnicker.
• 23
23 secondreduction in average call time
$7,000+saved by taking just 4% of cases
digital in the first six months alone
The mayor would like to create a customer experience that makes people say ‘I can’t believe this is government.’
Christine Binnicker, Deputy CIO for the City and County of Denver, Technology Services.
“ ”
Presenter
Presentation Notes
SUMMARY – full write up here: https://www.salesforce.com/customer-success-stories/city-and-county-of-denver/ Profile:��Denver welcomes 1,000 new residents each month, making it the fastest-growing city in the United States. Its job market, affordability, and quality of life recently earned Denver the #2 spot on the 2017 U.S. News and News and World Report Best Places to Live. ��“The mayor would like to create a customer experience that makes people say ‘I can’t believe this is government,’” said Christine Binnicker, Deputy CIO for technology services for the City and County of Denver. ���Challenge:��At the same time, “citizens were demanding that they interact with us just like they do with businesses they engage with,” said Binnicker. This made delivering an unprecedented customer experience — to more people, with the same budget and resources — that much more challenging. ���Solution:�Denver decided to move its systems to the cloud. The team re-platformed its backend case management system on Salesforce Service Cloud, making it easier for employees to move work and action items through the lifecycle, faster. ��The team also deployed its 311 system on Service Cloud, opening up more communication channels like mobile ticketing, web chat, and more. ��In addition, Denver was able to use Salesforce's built-in analytics to pull more data and insights out of its service activity, helping the team “determine where we should be dedicating our resources, and what things we should be working on to make it easier for our residents to connect with their government,” said Binnicker. ��Denver's cloud deployment connected people, process, and data in a way that focused more attention on the needs and sustainability of the community. ���Results and Impact:�Modern employee productivity tools helped the city shave 23 seconds off the average call time, reduce duplicate data entries, and save money. ��It also transferred cases from (expensive) phone lines to other communication channels; online case volume increased by 68%, helping the team scale its efforts and meet more customer inquiries. ��There were financial benefits as well: “In one agency, our Department of Public Works, we’ve saved more than $7,000 by moving just 4% of cases to digital in the first six months,” said Binnicker.�
What you can do with the Lightning Platform
Extend Salesand Service
Transform App Development
Accelerate Any Business Process
Presenter
Presentation Notes
Talk Track� Let’s dive into how customers are digitizing any business process on the Lightning Platform
• Standardize information and make it more useful in object format
Data is More Valuable in Salesforce than in Spreadsheets
Spreadsheets Objects
Rows
Records
Columns Fields
Presenter
Presentation Notes
Key Messages When your data is standardized in object format on the Lightning Platform, you can completely transform the way your organization does business Talk Track� The enemy of automation is often manifested in the form of manual data entry in spreadsheets and paper forms The thing is, data is more valuable in Salesforce than in spreadsheets When data is in Salesforce, it is more visible to more people, it changes from a system of record to a system of engagement (with the facilitation of data being updated in real-time), and it can be surfaced in more engaging user experiences like reports, dashboards and mobile apps You can simply convert columns and rows in spreadsheets into fields and records in objects And when your data is in object format – you can effectively digitize automate a myriad of important business processes to transform your company Transition�Let’s see how customers are doing this with the Lightning Platform
Wyoming Office of State Lands and Investments• Trailblazers in Action
PROFILE:WY OSLI is all about trust. Literally.WY OSLI is a revenue generating agency that manages the State’s collective 7.3M acres of trust land—land that was issued in a trust by the Federal government in 1890.
MISSION:Looking ahead to Wyoming’s future.Effectively managing natural resources and funds for current and future generations” revenue from state lands fuels public institutions, like WY’s education system.
CHALLENGE:Digital priorities drive digital projects.Statewide initiative to automate and digitize records served as a call-to-action: deploy an all-encompassing solution, flexible enough to support WY OSLI’s variety of programs.
SOLUTION:
Introducing SLAMS.Surface Land Asset Management System: an integrated application library on the Salesforce Platform.
IMPACT:
Noticeable success, inside and out.“For us, it’s not just a business function but also a change in culture that has been infectious, and it’s still going on. Our system and the success of it is a major piece of that.” Ben Bump, Assistant Director for WY OSLI.
Fastertime-to-market across
the agency: more teamsare leveraging and
replicating apps
OFFICE OF STATE LANDS AND INVESTMENTS
• 26
WY OSLI shows how an app-based strategy becomes
a core platform strategy
Presenter
Presentation Notes
CASE STUDY: https://www.salesforce.com/customer-success-stories/wyoming-office-state-lands/ �SUMMARY Profile:��WY OSLI is a revenue-generating agency that manages the State’s collective 7.3 million acres of trust land–land that was issued in a grant by the Federal Government upon statehood back in 1890 with the stipulation that each and every acre would be held in a trust dedicated to support Wyoming’s public schools and institutions. ���Challenge:�WY OSLI generates revenue from a variety of activities, each bringing a different set of requirements: wind farm, mining, tourism, etc. As that became increasingly meticulous, state leadership set forth an initiative prioritizing digital records, digital processes, and digitally-driven automation. ��WY OSLI took this as a call-to-action, using it as a reason to modernize the forms, fields, and processes critical to its mission. ���Solution:�The team developed Surface Land Asset Management System (SLAMS), a portfolio of applications—or, as Wyoming describes it, an integrated application library—that manages properties and processes using custom workflow rules. ��This library pulls the best-n-brightest capabilities from the Salesforce Platform: purpose-built applications, out-of-the-box mobility, built-in collaboration capabilities, and native integrations.��It also pulls in the best-n-brightest from a strategic perspective: by taking a platform “library” approach, WY OSLI established a foundation that makes it easier to launch new apps as a part of a cohesive strategy than to launch them as one-offs, mitigating risk that results from duplicate work streams, offline data, and isolated learnings. ���Results and Impact:�The WY OSLI team was working smarter: “We can track our performance all day long, but our success is ultimately subject to the whim of several industries in the state,” said Jason Crowder, Assistant Director, WY OSLI. “If those industries go down, then our revenues go down.” But that’s not what happened. ��“We can see through the system that land uses are all on the increase. And they’re on the increase even after a time period when coal mining in this state all but stopped for a while. We had no oil rigs drilling wells for a solid year and a half. Yet our revenues from ancillary activities were increasing.” ��There was also a culture shift: “For someone who is just moving paper from one pile to another, it’s really easy to feel insignificant. When you open up the world for that person to see the big picture...you really empower them. They can see—not just be told—how broad our mission is and how important their work is to that,” said Ben Bump, Assistant Director, WY OSLI.�
Accelerate Any Business Process
What you can do with the Lightning Platform
Extend Salesand Service
Transform App Development
Presenter
Presentation Notes
Talk Track� Let’s dive into how customers are transforming app dev on the Lightning Platform
Create Custom Objects Specific to Your Needs• Across every organization, department or team
Flights
Property
Inspections
VehiclesEvents
Contracts
Evaluations
Projects
Applicants
Consultations
Shipments
Equipment
Lightning Platform
Presenter
Presentation Notes
Key Messages Transforming app dev with the Lightning Platform starts with customizing it to suit your business Custom objects are your gateway to customization Talk Track� Salesforce has built a whole host of standard objects that have transformed sales and service teams like leads, opportunities, accounts, contacts, cases, campaigns and so on. But the power of the Lightning Platform is its ability to be personalized your way You can create any custom object you like, to suit your specific needs The more central the object is to your business, the more powerful the transformation Our customers have created custom objects for flights, vehicles, inspections, contracts, applicants, you name it! These custom objects then make up the backbone of their business apps and customer experiences Transition�So what’s your core object?
PROFILE:
The GSA of the Lone Star State
200 employees work on behalf of colleagues to bring the latest technology into the state, streamlining the procurement process and making better use of taxpayer funds.
MISSION:Serve the Government that Serves the People
Provide technology leadership, solutions, and value to Texas state government, education, and local government entities to enable and facilitate the fulfillment of their core missions.
CHALLENGE:Modern Day B2B vs. Modern Day B2G
As essential as the procurement process is, the operations behind it still tend to use paper-based processes for issuing RFPs and evaluating vendor proposals. But not in Texas.
SOLUTION:
Introducing BidStamp
Procurement application on the Salesforce Lightning Platform that took paper-based procurement process digital, automating workflows and streamlining the processing of solicitations and contracts throughout the procurement lifecycle.
IMPACT:
Whole of Texas follows DIR’s lead
“A more junior admin [within DIR] started using Salesforce, became very entrepreneurial, and started developing applications on her own. She was not really an IT person to begin with, but learnings from others using the Platform helped her leapfrog the innovation process”
• 29
Apps built in weeks, not months
Time now required to launch a new application
25+Apps are now live across
the State of Texas
Texas Department of Information Resources
• Trailblazers in Action
Presenter
Presentation Notes
SUMMARY – full write up here: https://www.salesforce.com/customer-success-stories/texas-department-resources/ Profile:�Texas Department of Information Resources (TX DIR) manages the procurement of technology for departments and agencies across the state. The Department's work streamlines the RFx buying process and creates economies of scale, making better use of Texan tax dollars. Its also helps fellow departments and agencies keep more focus on the missions at hand, instead of the more tactical work that surrounds the mission. ���Challenge:�As essential as the procurement process is, the operations behind it are still one of the most costly and time consuming government models, largely because many agencies still use a paper-based process for issuing RFPs and evaluating vendor proposals.��In a recent survey, the Center for Digital Government found that 31% of respondents do not have a portal or eProcurement system where they can post bids and RFPs online. Instead, they have manual systems with 100+ steps in the procurement process, soaking up time and energy that impacts government's ability to execute. ��But not in Texas.���Solution:�TX DIR developed BidStamp — an eProcurement application on the Salesforce Lightning Platform that took its paper-based procurement process digital, automating workflows and streamlining solicitations and contracts throughout the procurement lifecycle:�Community Cloud powers BidStamp's vendor information portal, giving the right people access to the right information on both sides of the procurement process. Digital scorecards—set up using pre-configured workflow rules that quantify a prospective bidder's applicability based on a set of objective criteria—help the DIR staff make informed purchasing decisions faster. The ability to integrate with third-party systems (like FedBizOps) helped reduced data duplication and increased organizational consistency across the agency. ��Results and Impact:�BidStamp was fast and cost-effective, key to the financial stewardship inherent to TX DIR's mission. It's success inspired over 25 new app projects across the state, helping Texas manage everything from asset tracking, to budgeting, to help desks, portfolios, and more. ��“If you want state agencies to move to 21st century technology, you need to keep it simple to implement and use,” says Todd Kimbriel, Deputy Executive Director and State CIO, “so we adopted a Salesforce first policy for our development team.” ���
What’s in the Lightning Platform?
Presenter
Presentation Notes
Transition …But what’s actually in the Lightning Platform?
• Traditional platforms aren’t designed to empower anyone
What if you Wanted to Build an App?
Meet with IT
Gather Requirements
Build Project
Plan
Procure Infrastructure
Secure Developer
Build Security and Compliance
QA Testing
App Deployed
What Would it Take to Recreate our Platform?
User ManagementIoT Surveys Firewall Data Governance Network
CI/CDPredictive InsightsProgrammatic Logic Test Environments Monitoring Storage CDN
Database Hardware Messaging & Queueing Big Data Machine Learning Disaster Recovery Security SSO
Lightning Community BuilderLightning App BuilderFor Internal Apps For External Websites and Portals
Presenter
Presentation Notes
Key Messages The Lightning Platform has a rich suite of tools to empower programmatic developers to be their best and most productive Talk Track� You can extend the power of the Lightning Platform with a suite of powerful tools for pro devs Salesforce DX has reimagined the building, testing and deployment of apps on Salesforce through source-driven development And Heroku lets developers build in any modern language and comes with it’s own extensible ecosystem of developer productivity add-ons Transition�Onto Salesforce DX…
Install Pre-Built Apps from AppExchange•The fastest path to business impact is with pre-built apps, components and templates
Iulia CreangaDistributor Portal Director
Veeva
nCino
Sage People
Financial Force
Propel
MapAnything
Talkdesk
Conga
4KAppExchange
Apps
5MApp Installs
No-Code
Presenter
Presentation Notes
Key Messages No faster way to deploy apps in your company to affect digital transformation than with a pre-built app from an industry leader Talk Track� Because that’s why we have AppExchange – the world’s #1 enterprise app marketplace. You can search and install over 4,000 pre-built apps, bolts and components from our rich partner ecosystem To date, there have been over 5 million app installs from AppExchange Why build apps from scratch, if industry leaders have already done the work Transition�But sometimes you won’t be able to find bespoke solutions to your business challenges, and that’s where the Lightning Platform can really unleash your development team’s productivity…
Schema Builder
• Map Data VisuallyAdd new custom objects and fields, and orchestrate their relationships visually
• Edit in Real-TimeModify your data model in minutes
• Make your Data Easily API-Accessible
Give pro devs access to your data through automatically created API end-points
• Design your connected data model without code
Data Modeling
Mary Olson FajimiIT Development Manager
Look for these icons. They are the specific Trailhead badges available at:
trailhead.salesforce.com
Lightning Process Builder
• Design Powerful Workflows QuicklyAutomate any process with actions and triggers
• Configure with Point-and-ClickDevelop new processes with an intuitive UI
• Extend Processes AnywhereDeploy workflow once across every device
• Easily automate business processes without code
Process AutomationTami Lau
Sr Programmer
Presenter
Presentation Notes
Lightning App Builder
• Build Apps in Minutes not MonthsAssemble pre-built components on a visual canvas, bringing concepts to life fast
• Unlock the Power of ComponentsBuilt by Salesforce, your development team and AppExchange partners
• Instantly Available on MobileBuild your apps once, then access on any device through the Salesforce mobile app
• Compose rich apps and pages with drag and drop ease
Lightning App BuilderJen OleksiwVP of IT
• Create a Consistent User InterfaceBuild experiences in-line with Lightning principles, best practices and design language
• Practical Resources at your FingertipsLeverage our CSS framework, icons, font, and design tokens to help you build apps
• Based on Four Key PrinciplesClarity, efficiency, consistency, and beauty
• Build pixel-perfect apps using our design guidelines and CSS framework
Lightning Design System
Lightning Design System
Sterling KeatonSalesforce Developer
Foster Collaboration with Chatter• Share expertise, files, and data across your company on any device
Drive ProductivityConnect, engage, and motivate employees to work efficiently regardless of their role or location
Accelerate InnovationProvide a forum for anyone to share insights or propose new ideas.
Share KnowledgeShare knowledge, files, and data to connect with experts from across your organization
Chatter Basics
• All of Salesforce in One Mobile App
• All your Customizations
• Accessible on Any Device
• Instantly make your employees mobile
Salesforce is Your Gateway to Enterprise Mobility
Salesforce Mobile App Monthly Active Users
+1.5M
25%+Employee productivity
Salesforce Mobile App Customization
• Publish Your Own Branded AppPublish the Salesforce App on the App Stores with your own icon, name, and colors
• Go from Idea to App in DaysBuild, publish and modify your app in minutes with App Builder and Bolts
• Empower Your Entire CommunityEngage your employees, partners and customers with branded mobile experiences
• The soul of your company in every mobile experience
My Brand
CustomersEmployees
Partners
Lightning PlatformBranded Mobile
Apps with S l f
Powerful User Management Gives You Control
• Reset passwords • Freeze users
• Edit users• Manage permission
sets• Create new users
• Easily setup users and control how they view and edit your business data
User Management
Determine feature and record access
Establish profiles
Create role hierarchies
Setup sharing rules
Login as any user
6M+ Badges completed 300+ Badges
availableVisit trailhead.salesforce.comand get started today
Guided learning makes the Lightning Platform engaging and fun
Get Started with Trailhead
IoT Basics
Platform Basics Lightning
Components
Liezele Dizon-ToscoSalesforce Admin
Presenter
Presentation Notes
Key Messages� Trailhead is our one stop shop that allows anyone from admins, to business analysts and developers to get hands on with our products…and it’s fun! Talk Track Want to get hands on with our platform? The best place for everyone to learn how to use the Lightning Platform is Trailhead, our free tool that allows anyone to get hands on with our technology under the hood. There are guided learning paths where users can spin up Salesforce demo orgs, build Lightning apps, and have their work checked in order to progress Trailhead is training a new universe of app builders in the fourth industrial revolution Transition So that’s a little about what makes the Lightning Platform unique…
Presenter
Presentation Notes
Thank you!
Welcome to SalesforceIndiana Innovation Day!
Networking Break2:00 – 2:15pm
Welcome to SalesforceIndiana Innovation Day!
Customer Story –The Platform in Action, BOSMA and Visionforce
2:15 – 3:00pm
Heather Quigley-AllenRegional Vice President, Nonprofit and Higher Education
Salesforce
Customer Story: Bosma EnterprisesMaking the world a better place for people who are blindIndiana Innovation Day – June 2018
Presenter
Presentation Notes
Key Messages Here to talk about app dev on Salesforce, yes app dev Talk Track Introduce yourself and background
• 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.
• Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement
Presenter
Presentation Notes
Key Message� Salesforce is a publicly traded company. Customers should make buying decisions only on the products commercially available. Talk Track� Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available.�
2nd Industrial Revolution
Electricity
3rd Industrial Revolution
Computing
4th Industrial Revolution
Intelligence
Customer Overview• Empowering people who are blind through training and employment
“You don’t have to do anything special to employ someone who is blind or visually impaired. And we
can show you exactly how to do that with Salesforce.”
• Since 1915, Bosma Enterprises has been navigating blindness by providing job training, employment services, rehabilitation and outreach programs for people, from adolescents to seniors
• Comprehensive, center-based rehabilitation• In-home training for seniors• Student training and employment program• Employment for >100 people who are blind in unique, social enterprise setting
Presenter
Presentation Notes
Key Messages In the Fourth Industrial Revolution, artificial intelligence (AI), robotics, and the Internet of Things (IoT) are transforming the customer experience. The lines between the physical and digital worlds are blurring, especially with technology like voice command, autonomous cars, and smart devices that keep you connected and always-on. Talk Track� Over the last 300 years, our world has seen incredible innovation and unprecedented technological change. Today, we're entering the Fourth Industrial Revolution where artificial intelligence, robotics, and the Internet of Things (IoT) are transforming the customer experience. AI is making devices and apps smarter The lines between the physical and digital worlds are blurring We are seeing incredible new products and services — like connected motorcycles and connected coolers You can see this change in our everyday lives: shopping via voice command, autonomous cars, and smart devices that keep you connected and always-on.��Transition� These next-generation technologies are connecting us to our customers in a whole new way. And customer expectations, in turn, are changing. ��Related Trail�The Fourth Industrial Revolution: https://trailhead.salesforce.com/modules/learn-about-the-fourth-industrial-revolution�
Keys to Success• Governance and Program Management
• Create a sense of urgency with the executive team- directlytied to the mission
• Build an unbelievable team to get the job done• Write a change statement that ties to all project metrics• Carry out the project plan, then communicate with all
stakeholders every step of the way• Allow key users to be empowered to make decisions about
processes and data• Create short term wins tied to KPIs• Institutionalize the change
Lessons Learned• Change management
• Process• Manage parallel workstreams carefully
• Technology• Whenever possible, use native functionality and avoid custom code• Have a plan for managing of multiple consultants, app vendors, stakeholder
groups• People
• Executive sponsorship and management buy-in are key• Be prepared for the fear of change• Train, train, train some more, and the then train again• Monitor adoption and address issues early and often
What’s Next• Training the next generation of Salesforce Administrators
• BosmaForce is being taught by veterans TJ McElroy and Richard Holleman, both of whom are among the first blind U.S. veterans to become Salesforce Certified
• The class will be taught with Trailhead, using assistive technologies like Job Access With Speech (JAWS) screen readers and ZoomText
• McElroy and Holleman developed the curriculum in close partnership with Salesforce accessibility specialist Adam Rodenbeck, who is also a former Bosma Enterprises employee
• The pilot class includes seven students from Indiana and Illinois, all of whom are blind or visually impaired
