with a guide ! exploring trailhead june 14th, 2016files.meetup.com/9288402/june 2016 north bay...
TRANSCRIPT
June 14th, 2016
Exploring Trailhead with a guide !
North Bay SFDC Dev group
About me
@NorthBayUG_SFDC
Twitter !
The North Bay Salesforce Dev & User group now has a Twitter account !
Be sure to add it to your followers and watch for Cloud trivias and interesting bits of information. Also use this platform to tweet recommended topics of interests, interesting repository of stuff that you have built in Salesforce and more….
@NorthBayUG_SFDC
General: News
● The virtues of backup plans (aka NA14 snafoo)● TrailHeaDX conference - Post mortem● Summer 16 Released ! - Release notes and XLS tool● Locker Service for Lightning and CLI tools
Lenny Kravitz Yeah !
@NorthBayUG_SFDC
Adventure background“...In a cloud, far far away….uh um ! (wrong intro)...”
“...As a newly appointed admin, you have been tasked to learn and manage the Salesforce org that your company: Lightning Widgets Inc. has just purchased licenses for, and wants to promote to and see its 500 users leverage.
To do this, you have access to Business Admins and a couple of Developers in order to understand the needs of the business units and the different functions, as well as be able to provide adoption and new functionality to those users.
Since you know that Salesforce is an amazing platform, you embark on this journey with a smile and good intentions, and…. “
@NorthBayUG_SFDC
Where do you start?● https://developer.salesforce.com/● https://admin.salesforce.com/● http://salesforce.stackexchange.com/● https://success.salesforce.com ● https://www.google.com/● https://www.amazon.com/
But wait…. Now there is :
https://developer.salesforce.com/trailhead/en
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970● Changesets to Metadata packages: Deploy and Retrieve
Closing topics (8:00pm)
● Next meetup: July 5th - “IoT, FoG, OMG ! AI... Oh My ! - Win an Amazon “echo-like” raspberryPi DYI Kit” (based on availability)
Agenda
@NorthBayUG_SFDC
Trailhead
● Gamified way of learning Salesforce● Targeted trails: Admins, Dev, Marketing, etc…● Great tool to learn Salesforce for free !● Excellent path to certification
@NorthBayUG_SFDC
@NorthBayUG_SFDC
Targeted trails
@NorthBayUG_SFDC
Example: Admin 201 Certification
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Example: Admin 211 Certification
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Example: Platform App Builder Certification
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Trailhead challenge - Super Badges
● Real use cases to show what you can really do !● Announced and introduced at TrailheadDX conference and more coming !
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How to get involved?
@NorthBayUG_SFDC
Adventure background - Stage 1
Stage 1: Explore and learn with trailhead
“...You are excited about that opportunity, but now, where do you start? You have looked at the different links provided by your local Meetup Group, and have found a couple of very good starting bits of information. You still feel like you need to validate and exercise those since, when you actually do something, you better understand, hence, you decide to #hitthetrails and go to Trailhead to gather your thoughts and gain a deeper understanding of the Admin Basics to accomplish this task.
Before you go, you pack your virtual backpack with a #TrailheaDx water bottle and you head to the Admins.salesforce.com site to get your playground org: , Ok !, Now you are ready to #learn…”
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead adventure focus (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970● Changesets to Metadata packages: Deploy and Retrieve
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
Trailhead challenge - Admins
@NorthBayUG_SFDC
Adventure background - Stage 2
Stage 2: Share with your users : Chatter !
“...You now, feel like you know your stuff, and whilst hiking up the trail, you learn about #chatter and even decide to take a side path and shortcut to explore that trail..”
@NorthBayUG_SFDC
Trailhead focus - Admin : Chatter
@NorthBayUG_SFDC
Adventure background - Stage 3
Stage 3: Read the release notes !
“...You take your newly learned skills and you create a new #chattergroup for your users and business admins to share and communicate around features, and records, since they are going to the #recordfeed and posting on the #chattergroup for everyone to see… Your users and business admins are #happycampers ! as they now start to get excited about using that new group, even from their phones !
You feel good about yourself, and you decide to #readtherelease notes, in order to possibly find even more features that you could promote and leverage….
You take a path towards your Success Community and look for “Release” in the groups, you find that there is one just about releases, so you head there and find the Release notes for Summer ‘16.
You read on…..(for the next couple days).... But wait, this is nice as a reference, but there must be a better way to get an overview over reading 408 pages ?!!!...”
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970● Changesets to Metadata packages: Deploy and Retrieve
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
General: Summer ‘16
Our top 10 features
● Sandbox cloning● Retiring of Internet Explorer support for Lightning experience in December 16, 2017 only Edge will be supported● Send email through Gmail or Office 365● Shared Notes● Calendar anything● Multi-criteria Process Builder● Flows in Lightning experience● Control who switches to Lightning experience● Data import wizard by External ID● Developer Toasts
@NorthBayUG_SFDC
Adventure background - Stage 3
Stage 3: Take a well deserved break !
“...Whew ! Now you are pretty hyped, and excited, because you’ve learned about all the #summer16 release features that could be interesting to your users. So, you decide to setup your #basecamp at this point and take a well deserved break…..
And maybe a couple of #smores over the nice #campfire…..
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970● Changesets to Metadata packages: Deploy and Retrieve
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
Adventure background - Stage 4
Stage 4: Auditors say there are too many admins !
“...You are now rested, but in your dreams you remember hearing voices from who seemed to be auditors talking to your boss and saying that your org needs to be audited…. You are unsure if it was a dream or a #nightmare, as you thought you remember hearing them say: “There are way too many admins in this system, who controls what is being deployed and done on the org?...”.
You keep this dream with you for the remainder of the trail, when you get to the #lodge where a speaker is actually talking about some creative way to limit the number of admins. Wow ! Exactly what you need to help your boss feel good with the auditors and, so, you take a seat and listen attentively...”
@NorthBayUG_SFDC
Temporary elevated rights access
● Chatter / Process builder / Flows / Invocable apex● Make those developers work as a team with you !
DEMO
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Adventure background - Stage 4b
Stage 4b: Prepare for the meeting with the developers
“...After reading about this #coolfeature, that is implemented with almost #nocode you are brushing up on your skills in that new #processbuilder tool, so, you decide to hit the trail, to be ready for your meeting with the developers on what you will need them to do…
But first, before you leave, you decide to create a new #chattergroup for the auditors and so you create the group as private+allow customers so that the auditors who are not users of your org, can see posts. You decide to invite your boss first as a member and change his role to manager so he can be a moderator to the group.
You feel pretty good about yourself, and seeing the message from your boss who joined the group makes you feel like a #superheroadmin. With a #largesmile you head back to #homebase...”
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970● Changesets to Metadata packages: Deploy and Retrieve
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
Trailhead challenge - Developers
@NorthBayUG_SFDC
Adventure background - Stage 5
Stage 5: Something is not right, let’s debug !
“...The developers have implemented your component, so you can invoke it in the #processbuilder flow you just created, but somehow, something’s not right, you are not getting the information you expected…
This is where one of the developers that also did a bunch of hiking on trails in the past, remembers a #coolfeature of the platform’s #developersconsole about #checkpoints and debugging.
Curious as you are and with your #superheroadmin skills, you decide to err on the side of the #beginnerdevelopper and checkout the trails he mentioned for yourself….
After you review this, the developer is happy to spend some time with you and show you that #coolfeature...
Result: You find the bug and are ready for #primetime !“
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970 - DEMO● Changesets to Metadata packages: Deploy and Retrieve
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
System.debug? So 1970….
● Checkpoints !● Heap inspect and post checkpoint actions
DEMO
@NorthBayUG_SFDC
Adventure background - Stage 6
Stage 6: Deploy that stuff to all sandboxes !
“...All right, this thing works pretty well in your sandbox and your boss is happy because the auditors are just raving about the immediate #emaildigest they get from their #chattergroup whenever someone gets elevated access….
You are now ready to deploy this stuff for tidying up your security !
You decide to go on a trail that talks about it, now that you are a #seasonedhiker
The developer shows you another #coolfeature that allows you to capture this change in your shared #chattergroupfiles folder for tracking and communicating all deployments (until you learn later about #continuousintegrationanddeployment) to the users...
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970 ● Changesets to Metadata packages: Deploy and Retrieve - DEMO
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
Changesets to Metadata packages...
● Backup, export changesets ● Deploy and retrieve to any environment
DEMO
@NorthBayUG_SFDC
Admin topics (5:00-6:30pm)
● Trailhead Overview● Trailhead challenge (Admin)● Top 10 Summer ‘16 features (Release badges)● Food & Drinks
Developer topics (6:30-8:00pm)
● Trailhead challenge (Beginner Dev, Superbadges)● System.debug? That’s so 1970 ● Changesets to Metadata packages: Deploy and Retrieve - DEMO
Closing topics (8:00pm)
● Next Meetup: July 3rd : IoT, FoG, OMG ! AI... Oh My !
Agenda
@NorthBayUG_SFDC
Useful Admins links
● Admins: Release readiness steps● https://admin.salesforce.com/● ButtonClick.Admin ● https://admin.salesforce.com/resources
@NorthBayUG_SFDC
Useful links and blogs
● https://developer.salesforce.com/trailhead● Salesforce Org Admin Toolkit● developer.salesforce.com
○ Introducing the Salesforce Lightning Inspector
● andyinthecloud.com○ GitHub Salesforce Deploy Tool Lightning Edition
● Code Coverage Podcast○ Episode 29 — Cal Smith on Air Conditioning Patents, Advances in Computing and
Lightning
● laceysnr.com○ Break The Rules to Avoid Breaking the Limits
● Superbadges summary blog….
@NorthBayUG_SFDC
Events
Dreamforce Oct. 4th - 7th, Pre-Registration Open
@NorthBayUG_SFDC
Webinars● Sandbox Preview: How to Review and Test the New Release
○ Preparing for a new release just got easier! Enterprise customers, you have additional sandboxes now! Spend an hour with our special guest, @Celeste Keller (Puppet | Salesforce MVP) to explore New Releases: Sandbox Preview Best Practices . She will help us all understand how to test and review a release in a preview sandbox
● Apex for Admins: Get started with Apex in 30 Minutes !○ This series serves as an Introduction to Apex for Salesforce Administrators with no programming background. This
is the first in a 3-part series with David Liu and LeeAnne Templeman. David Liu is the creator of sfdc99.com, an intro to Apex exercise guide for all Salesforce Admins. David is a self-taught Salesforce MVP who began his path as a marketer and is now the Salesforce Technical Architect for Google. He will share some of his own learning path, as well as tips and tricks on how to become a Salesforce developer.
● Advanced Apex Development - Asynchronous Processes○ Take a deep dive into asynchronous process when building apps on App Cloud using Apex. You will learn the
importance of it and how you can determine when, where and why to use these processes. We’ll discuss various pros/cons about each of the techniques and take a look at some real time examples. We’ll explore using @future methods, Queueable & Batchable Interfaces in Apex, considerations, monitoring and limits for each of the methodologies.
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THANK YOU !@NorthBayUG_SFDC, @spaquet192, #MeetupNBUG