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Blaze Your Trail Mike Rosenbaum, EVP, CRM Applications @mike945778 Salesforce for Admins

Salesforce for Admins Keynote - Dreamforce 2016

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Page 1: Salesforce for Admins Keynote - Dreamforce 2016

 

Blaze Your Trail

Mike Rosenbaum, EVP, CRM Applications @mike945778

Salesforce for Admins

Page 2: Salesforce for Admins Keynote - Dreamforce 2016

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.

Page 3: Salesforce for Admins Keynote - Dreamforce 2016

Salesforce Platform + Salesforce Admin = AWESOME

Page 4: Salesforce for Admins Keynote - Dreamforce 2016

Salesforce Platform + Salesforce Admin = AWESOME

Fun

Career Success

Empowerment

Community Success

Company Success

Page 5: Salesforce for Admins Keynote - Dreamforce 2016

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

Page 6: Salesforce for Admins Keynote - Dreamforce 2016

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

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`

#AwesomeAdmin Trailblazer Award

Page 8: Salesforce for Admins Keynote - Dreamforce 2016

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

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Kris Lande

Sr. Director, Admin Marketing@krislande

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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

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You Have Started a Movement

#Trailhead4All

Join the Conversation

Salesf#ce Saturdays

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Annie Shek

Enterprise CRM Manager

#Trailhead4Allsfdc.co/Trailhead4All

@annieforce

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Your Stories are Inspiring

`

admin.salesforce.com

Admin

Stories

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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.”

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Admins Drive Innovation

“I help my company use technology to find innovative solutions to complex problems.”

Carlos Frias Salesforce Admin

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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

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Admins Blaze New Trails

Lead Innovate Pioneer

Page 18: Salesforce for Admins Keynote - Dreamforce 2016

Admins Blaze New Trails

Lead Innovate Pioneer

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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

Page 21: Salesforce for Admins Keynote - Dreamforce 2016

Lead your Company to the Future with LightningLead your company to the future with Lightning

Experience

Builder

Ecosystem

Page 22: Salesforce for Admins Keynote - Dreamforce 2016

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

Page 23: Salesforce for Admins Keynote - Dreamforce 2016

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

Page 24: Salesforce for Admins Keynote - Dreamforce 2016

Demo

Page 25: Salesforce for Admins Keynote - Dreamforce 2016
Page 26: Salesforce for Admins Keynote - Dreamforce 2016

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

Page 27: Salesforce for Admins Keynote - Dreamforce 2016

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

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David Liu

Salesforce Technical Architect @dvdkliu

Page 29: Salesforce for Admins Keynote - Dreamforce 2016

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!

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Admins Blaze New Trails

Lead Innovate Pioneer

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Gillian Madill

Admin Evangelist@gmadill

Page 32: Salesforce for Admins Keynote - Dreamforce 2016

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

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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

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Demo

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Admins Blaze New Trails

Lead PioneerInnovate

Page 36: Salesforce for Admins Keynote - Dreamforce 2016

LeeAnne Templeman

Sr. Admin Evangelist@leeanndroid

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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

Page 38: Salesforce for Admins Keynote - Dreamforce 2016

Einstein makes your CRM processes smarterPioneer with Automation

Predict

Recommend

Discover

Automate

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Demo

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You are all Trailblazers

Lead Innovate Pioneer

Page 41: Salesforce for Admins Keynote - Dreamforce 2016

Resources to Help You Blaze Your Trail

Set Learning & Career Priorities

Run a Lightning Assessment

Lead by Communicating

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One more thing…

Page 43: Salesforce for Admins Keynote - Dreamforce 2016