Trailhead Field Guide Digital June 23, 2021 Edition · 2021. 7. 14. · That’s why we created the Architect Decision Guides. In this episode, you’ll learn about the Architect

June 23, 2021Trailhead Field Guide Digital

Edition

2

Event EmceeGillian Bruce All times listed are in Pacific Time Zone

10:00 A.M. — 3:00 P.M.

Trailblazer Featured Episodes

10:00 A.M. 10:30 A.M. 11:00 A.M. 11:30 A.M. 12:00 P.M. 12:30 P.M.

Tableau &Mulesoft

Meet the TeamsPlatform

Meet the TeamsAutomation

MulesoftComposer

Work.com& Tableau

MFA & Security

SalesforceIndustries

SalesforceDiagrams

Hyperforce& CustomerData Platform

Meet the TeamsDevOps

TrailheadTableauCRM

NextGenerationLicensing

OwnBackup(Sponsor)AppExchange

Low CodeAutomation

Low Code,Heroku Tableau Mulesoft

Developer

Admin

Architect

Community& Ecosystem

IT Leader

Build and Run Headless Commerce

#1 Low-Code Platform

Drive Growthwith CRM

Architect Decision Guides

Building an App Business

AI and Activity Capture

Experience Cloud + LWC

Functions and CLI

Table of Contents

Interactive Expo

CIRCLESOF SUCCESS

Page 9

CERTIFICATIONPREP

Page 17

DEMOSPage 11

TRAILBLAZERCOMMUNITYCAMPFIRES

Page 20

PARTNER &ECOSYSTEM

DEMOSPage 21

CHANNEL

1CHANNEL

2CHANNEL

3CHANNEL

4CHANNEL

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PAGE

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3

Event HostLeah McGowen-Hare

Pre-showwith Fitz and The Tantrums

8:45 A.M.

9:00 A.M. — 9:45 A.M.

Main ShowTrailblazer Success from

Anywhere with Parker Harris,

Co-founder & Chief

Technology Officer

1:30 P.M. — 2:15 P.M.

Luminary SpeakerMindy Kaling

Best-selling Author, Producer,Actress, and Director

1:00 P.M.

True tothe Core

Host: Kris Lande

TrailheaDXQuest

June 23, 2021

All times listed are in Pacific Time Zone

4

10:00 a.m.–10:30 a.m. PT

Build Data Driven Apps with Tableau and MuleSoftHear from our Developer Advocate for MuleSoft Jordan Schuetz, and Product Manager for Tableau Geraldine Zanolli, on how to merge data from Salesforce using MuleSoft and the Tableau developer platform. Come learn how developers are taking control of their data using MuleSoft and Tableau.

10:30 a.m.–11:00 a.m. PT

Build and Run Headless Commerce with APIs Interested in going headless? Learn how the Salesforce Commerce APIs and developer tools unlock agility. You get the flexibility to create whatever front end you can dream up. Prefer not to build your own? We’ve got you covered there, too. See how PWA Kit, Managed Runtime, and Commerce APIs come together as part of a modern developer experience for headless commerce storefronts.

11:00 a.m.–11:30 a.m. PT

Meet the Salesforce Jamstack: Experience Cloud + LWCJoin us for a look at the future of Experience Cloud, powered by Lightning Web Runtime. We’ll introduce you to new technologies enabling developers to build business experiences at consumer scale, complete with rich portability, service selection, and client-side security. You’ll see in-depth demos blend sub-second load times with powerful data access, take a tour of the roadmap, and see the next generation of Lightning Web Components come to life in Experience Cloud.

11:30 a.m.–12:00 p.m. PT

Build Scalable Experiences: Functions & CLI Developers, the game has changed. Join us for a hands-on tour of the next generation of development across Salesforce. We will share our unified developer experience and path to CLI unification. Then, we’ll dive deep into Salesforce Functions — showing you how you can use Apex and other languages to build and deploy experiences that bring elastic, on-demand scale to your business logic. You’ll walk away ready to build connected experiences using industry languages with one CLI.

12:00 p.m.–1:00 p.m. PT

Meet the Teams: Platform You’ve got questions, we’ve got answers. Join Salesforce Product Managers Andy Fawcett, Claire Bianchi, and Chris Peterson to ask your Salesforce Platform questions, see demos, and learn about new features.

Developer Channel

1

5

10:00 a.m.–10:30 a.m. PT

Connect Apps and Data with MuleSoft Composer Now MuleSoft Composer makes it easy for #AwesomeAdmins to connect apps and data to Salesforce, and to quickly automate integrations with clicks not code — all inside the Salesforce UI. Join MuleSoft Product Managers Ashley Simons and David Louie to learn what MuleSoft Composer for Salesforce is, see demos, and learn how Composer is different from other integration tools. You don’t want to miss it.

10:30 a.m.–11:00 a.m. PT

Build a Return-to-Work App with Work.com & Tableau Join Sonia Flamm, Executive Director, Salesforce Strategy & Partner Alliance Lead ** at Cognizant ATG, and LeeAnne Rimel, Architect, Admin Evangelist, to learn how Salesforce admins can use Work.com and Tableau to build engaging employee applications, drive employee wellbeing, and empower a safe and well-informed return to the office. You will leave with real use cases and features you can start building today to create a positive employee experience.

11:00 a.m.–12:00 p.m. PT

Meet the Teams: Automation You’ve got questions, we’ve got answers. Join Salesforce Product Managers Diana Jaffe, Antoine Cabot, Janani Narayanan to ask your Automation questions, see demos, and learn about new features.

12:00 p.m.–12:30 p.m. PT

Security for Admins: Become a Security Champion Learn how admins can make an impact on the security of their Salesforce org and what your top priorities should be in 2021. Gain deeper visibility by monitoring critical security settings using Health Check, Optimizer, Security Center, and more. Trailblazer Kerry Schoepfle shares her story of rolling out Multi-Factor Authentication (MFA) — along with tips for how you can implement MFA at your organization.

12:30 p.m.–1:00 p.m. PT

Drive Sales Productivitywith AI & Activity Capture Join Krithika Viswananthan, Product Marketing Manager, and Matthew Barnhart, Product Management Director, to learn Sales Cloud’s best practices for increasing productivity and efficiency in every rep with automated data capture and AI. You’ll learn about some of Sales Cloud Einstein’s best features, how Einstein Activity Capture adds customer meetings and emails to Salesforce — and you’ll leave with real use cases and features you can enable now to supercharge your sales reps to close more deals.

Admin

Channel

2

6

10:00 a.m.–11:00 a.m. PT

Meet the Teams: DevOpsYou’ve got questions, we’ve got answers. Join Salesforce Product Managers Rohit Mehta, Karen Fidelak, and Shuji Ui to ask your DevOps questions, see demos, and learn about new features.

11:00 a.m.–11:30 a.m. PT

Salesforce Industries for Architects Salesforce industry clouds equip architects with industry-specific data models and prebuilt business processes to drive company value and digital engagement. Join us to learn how architects can leverage purpose-built industry apps in combination with OmniStudio to deliver value faster. We’ll also talk with Alaap Cherry and Shane Booth of Vistra Energy about their experience implementing Energy & Utilities Cloud.

11:30 a.m.–12:00 p.m. PT

Get to Know Architect Decision Guides A key part of an architect’s job is to evaluate trade-offs and advantages between different solutions, and to pick the optimal one. With Salesforce product offerings growing and evolving faster than ever, it can be hard to keep up. That’s why we created the Architect Decision Guides. In this episode, you’ll learn about the Architect Decision Guides — what they are and what they aren’t — and see a preview of our newest guides, built to help you choose the right tools for the right task.

12:00 p.m.–12:30 p.m. PT

A Look at Hyperforce & Customer Data PlatformThe way companies work and connect with customers has changed. At Salesforce, some fundamentals about how we’re approaching our own architecture have changed as well. Join this episode for behind-the-scenes look at two important innovations: Hyperforce and the Customer Data Platform. We’ll demystify what these innovations really are, and what they mean for the future of building on Salesforce.

12:30 p.m.–1:00 p.m. PT

Introducing Salesforce Diagrams Diagrams help drive key project decisions, align delivery teams, and help everyone understand where you’re going and what’s been done. Consistent, easy-to-understand diagrams are a critical part of project success. In this episode, discover new tools that make building Salesforce diagrams easier and faster than ever. We’ll also look at how and why we built these resources and what you can expect in the future.

Architect Channel

3

7

10:00 a.m.–10:30 a.m. PT

Trailhead & The TrailblazerCommunity Reimagined Today’s all-digital, work-from-anywhere world has redefined how we learn and collaborate. Join us to discover how Trailhead and the Trailblazer Community are empowering anyone to skill up and connect from anywhere. Watch demos of our brand-new product innovations, learn best practices from Salesforce experts, and hear from an inspiring Trailblazer.

10:30 a.m.–11:00 a.m. PT

Partners, Transform Your App with Tableau CRM There’s a lot of exciting innovation coming from Tableau CRM. Join us as we showcase the new capabilities of Tableau CRM and explain how you, ISV partners, can bring these innovations to life in your apps. You will learn tips and best practices for packaging and incorporating these new features into your app.

11:00 a.m.–11:30 a.m. PT

Next Generation Licensing for ISV PartnersISV partners, meet the next-generation licensing and provisioning platform that is sure to expand your product catalog by selling multiple versions or add-ons for your product. In this session, we will discuss how you, ISV partners, will be able to author, sell, and distribute your own license types with your AppExchange solution.

11:30 a.m.–12:00 p.m. PT

AppExchange: Extend Every Customer 360 with Partners AppExchange is the go-to place to find proven apps and experts to extend Salesforce from anywhere. In this session, you’ll learn how to discover the right apps for your business challenge, hear must-have solutions from top Trailblazers, and see apps in action. Whether you’re an AppExchange guru or installing for the first time, this session is for you.

12:00 p.m.–12:30 p.m. PT

Developer to Founder: Building an App Business The Salesforce ecosystem will create $1.2 trillion in economic impact by 2024, and there’s a huge opportunity for developers to partake. Whether you aspire to be a CTO, head of engineering, or co-founder, the AppExchange Partner Program enables you to go from idea to app, building a wildly successful business. In this session, you’ll hear Dory Weiss’ journey from in-house developer to VP of Engineering at nCino, where she supercharged app development and paved a path to IPO.

12:30 p.m.–1:00 p.m.

How FSU Overcame the Challenges of Sandbox Seeding Developers are under immense pressure to deliver rapid results. Sandboxes provide safe environments for coding, testing, and training, yet they are only as good as the data they contain, and populating them with sized-to-fit, relevant data sets can be arduous. Learn how to overcome common challenges of sandbox seeding and hear how Florida State University achieved faster dev cycles, fewer errors in production, and delivered greater value with OwnBackup Enhanced Sandbox Seeding.

Community & Ecosystem

Channel

4

8

12:00 p.m.–12:30 p.m. PT

Digital Transformation Starts with Digital ThinkingJoin Matt McLarty, Global Leader of API Strategy at MuleSoft, and Michael Matthews, CIO at Deluxe, to find out how digital thinking helped Deluxe employ user-centric design, packaged business capabilities, and APIs to ease their M&A strategy, improve employee experience, and above all provide a personalized customer experience.

12:30 p.m.–1:00 p.m. PT

Drive Data Transformation with TableauBecoming a digital business requires transformation. Data holds the key to unlocking the insights needed to deliver connected customer experiences and accelerate growth. At Tableau, we are taking another step towards democratizing data and tackling integration and interoperability challenges. Meet Lightning Web Components for Tableau Online, where you can see and understand your data within your Salesforce workflow. Tune in to learn how digital transformation starts and ends with data.

10:00 a.m.–10:30 a.m. PT

Innovate Anywhere with the #1 Low-Code PlatformThis is the Salesforce Platform as you’ve never seen it before. Join us as Patrick Stokes, EVP and GM of Platform, unveils powerful new products that will help you build for anywhere. Learn how you can deliver business outcomes, empower any team to build, and scale with confidence on the world’s #1 low-code platform.

10:30 a.m.–11:00 a.m. PT

Automation: How to Remove Complexity Using Low CodeLet’s face it, we all want to do more of what matters and less of the mundane tasks that keep us drudging through the day. However, getting there often requires complex technologies working together seamlessly. Here’s your chance to see how Einstein Automate gives you the low-code tools, deep integrations, and AI to make employees’ lives just a little better. Believe us, they’ll thank you for it.

11:00 a.m.–11:30 a.m. PT

Experiences Without Limits Using Low Code and HerokuThroughout the world, the shift to digital across all channels is essential for any business. Delivering quality digital experiences requires effort across an entire IT organization, enabled with an integrated spectrum of tools from no code to code, with access to open languages and elastic scale. Come learn how IT leaders can empower their teams to drive business using low-code tools like Flow and LWC together with Heroku.

11:30 a.m.–12:00 p.m. PT

How Your IT Team Drives Growth with CRM For business leaders today, getting back to growth is the number one priority. And IT leaders are challenged with making this priority a reality. Come learn the four ways digital-first CRM enables you to unlock innovation quickly, at scale, and with the trust and security you need for your business — so you can enable all-digital sales and service teams to boost revenue, create personalized and proactive experiences, and deliver operational excellence that drives customer-centric growth.

IT Leader Channel

5

9

Room 1

10:00 a.m.–10:40 a.m. PT | 11:00 a.m.–11:40 a.m. PT | 12:00 p.m.–12:40 p.m. PT

Lightning Web Components Overview Looking to get started on developing custom components for your Lightning Platform? Join us for a discussion around best practices, tips, and tricks for developing performance-efficient Lightning Web Components.

1:00 p.m.–1:40 p.m. PT | 2:00 p.m.–2:40 p.m. PT

Sandbox Best Practices for Developers Learn why a Sandbox is essential to every successful Salesforce project and how it can be used to build and test your changes. We will discuss sandbox types, use cases, and best practices for DevOps.

Room 3


App Development with Salesforce DX Join us for a discussion about bringing source-driven development, team collaboration, and continuous integration and delivery to your org using the tools provided by Salesforce DX.

1:00 p.m.–1:40 p.m. PT | 2:00 p.m.–2:40 p.m. PT

Enhancing Your CRM with Einstein AIJoin us in discussion with your peers to explore successful strategies to use Salesforce Einstein for Sales Cloud and Service Cloud and overcome challenges around data, change management, and trust.

Room 4

Room

1

Room 2


Automate Your Business Processes Should you write a trigger, use Process Builder, or a Flow? Learn how to leverage these powerful process automation features by discussing best practices for identifying and developing the proper automation.

1:00 p.m.–1:40 p.m. PT | 2:00 p.m.–2:40 p.m. PT

Secure Salesforce Access with MFA Now Keeping up with the evolving security landscape is a partnership between Salesforce and our customers. Join us to learn more about Multi-Factor Authentication features and adoption best practices.

Room

2

Room

3

Interactive Expo:

Circles of Success

10

Interactive Expo:

Circles of Success


Designing Great Experiences on SalesforceThis engaging discussion focuses on design principles and new ways of working that will help you create efficient and intuitive experiences with Salesforce. Tap into the expertise of our strategists, researchers, and designers to help you reach your goals and put your users and customers at the center of your business.

1:00 p.m.–1:40 p.m. PT | 2:00 p.m.–2:40 p.m. PT

Building Products for Equity and InclusionHow can teams take simple actions to build products and create experiences that are more equitable, accessible, and inclusive? Join us for an interactive discussion with our experts to find out.


Decluttering Your OrgDid you inherit a cluttered org with no documentation? Why do you have 500 fields on an object? Learn about the most common traits of a messy org and how you can untangle them using proven tools and methods.

1:00 p.m.–1:40 p.m. PT | 2:00 p.m.–2:40 p.m. PT

How to Be Successful with AppExchangeThere are over 6,000 apps and experts on Salesforce AppExchange. So, how do you know which ones are right for your unique business challenge? How do you find, evaluate, and install an app? This Circle of Success will answer these questions and provide tips on how to successfully navigate and use AppExchange to extend the power of your Salesforce org.

Room

4

Room

5

Room


Innovating with MuleSoftWant to make your job easier? Whether you’re a developer or an admin, join us to learn how you can stay ahead of the curve with MuleSoft Composer, Salesforce Accelerators, and our new Connectors.

11

Clouds 10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

Sales CloudLearn how to discover the power of your customer data quickly and easily with embedded AI in Sales Cloud Einstein.

10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

Service CloudLearn how Salesforce can combine the power of people, process, and technology to strengthen engagement across every customer service interaction.

10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

OmniStudioJoin us to learn how to accelerate your ability to create consumer-grade experiences across multiple channels and data sources.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

Marketing CloudTechnical marketers are tasked with measuring the performance of their messaging and campaigns and gaining new insights from their data. Learn how to use accessible new reporting and analytics to paint a better picture with your data. Also, see how AI with Einstein insights can help you maximize customer impact. We will also discuss how to use Marketing Cloud’s diverse reporting tools to build stronger relationships and improve customer lifetime value.

11:30 a.m.–12:00 p.m. | 2:00 p.m.–2:30 p.m. PT

Commerce CloudLearn how to build connected commerce apps faster with new modern developer experiences and efficiency tools. B2C Developers will see the new decoupled PWA Kit headless storefront, high-scale Managed Runtime, and composable APIs in action. B2B developers will learn how to use the power of B2B Commerce to jumpstart sales growth with Lightning Fast Store Setup and Einstein Search, enabling a fast launch and full control

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

Experience CloudSalesforce CMS (content management system) lets you create, manage, and syndicate “headless” content across any digital channel. See what’s new, like Authoring APIs, Marketing Cloud integrations, and scheduled publishing. Check out the CMS roadmap, including sneak peeks at extensibility features like BYO content editors, channel-specific previews, workflows, approvals, and more.

Interactive Expo:

Demos

12

Community & Partners 10:00 a.m.–10:30 a.m. | 2:00 p.m.–2:30 p.m. PT

Trailhead and Trailblazer CommunitySkill up and connect from anywhere with Trailhead and the Trailblazer Community. Join us to see our latest product innovations in action.

11:30 a.m.–12:00 p.m. PT

ISV PlugIn for Salesforce CLIJoin our expert to talk about how you, ISV partners, can leverage the ISV Technical Enablement SalesforceDX plugin to make your app better. We’ll cover how it can help with your Trailblazer Scorecard, how it will keep you informed of relevant Partner Alerts, and how to add the plugin to a continuous integration pipeline to automate enablement.

12:00 p.m.–12:30 p.m. PT

App Analytics Best PracticesApp Analytics is your window into the customer. It provides you, ISV partners, with data around usage and feature adoption to uncover trends and help inform roadmap decisions. Our experts welcome you to discuss best practices and ask any questions.

2:30 p.m.–3:00 p.m. PT

AppExchange Demo JamJoin a game-show style session where four partners have three minutes to demo their apps and win your vote.

Customer 360 10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

Salesforce Customer Data PlatformLearn how creating a single source of truth for your customer data with Salesforce CDP can unify your data, build targeted audiences, personalize experiences, and optimize results. Our experts will be on hand to show a demo and take your questions.

Interactive Expo:

Demos

13

10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

ApexApex is a rich programming language with many features to support developing on the Salesforce platform. In this demo, you’ll get a tour of the Apex Recipes sample application, which demonstrates many best practices, with the minimum amount of code required to solve each problem.

10:30 a.m.–11:00 a.m. | 1:00 p.m.–2:00 p.m. PT

Salesforce MobileIn this demo, we will showcase how the Salesforce Mobile App gives any user secure access to the power of Salesforce in the palm of their hand. We will showcase new mobile capabilities such as Mobile Home, which allows any user to easily configure their mobile screens; Notification Builder, which allows admins to create custom notifications that drive engagement; and preview Offline Briefcase Builder, which gives any employee access to important data while working in remote areas.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

Lightning Web ComponentsWelcome to an expert’s tour of all things Lightning Web Components. In this demo, we’ll highlight best practices for designing, styling, testing, and iterating on LWC. You’ll learn how to utilize decorators for seamless access to Salesforce data and employ Locker to secure the client-side experience. We’ll even share future capabilities for reusing your LWC across your other platforms.

11:30 a.m.–12:00 p.m. | 2:00 p.m.–2:30 p.m. PT

Salesforce FunctionsSalesforce Functions lets you extend the power of Salesforce to meet any demand from anywhere with elastic compute and open language flexibility. It empowers teams to focus on delivering apps and business logic fast, instead of managing infrastructure. Learn how Functions help you build digital experiences with common abstractions in a single environment for code and low code. We will show how flows use Functions to perform specific tasks, including QR code generation and geofiltering of data.

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

Heroku (1)In this demo, we’ll showcase how code enhances low code with components that run on Heroku to show a public Progressive Web Application built using LWC-OSS and Node.js. We’ll use microservices for PDF generation and push notifications built using Node.js and show how Salesforce consumes these services through Apex Classes. You’ll learn how to use real-time services with WebSockets and Apache Kafka, highlighting how Salesforce consumes this service, connecting to a WebSocket server from an LWC.

Developer Languages & Frameworks

Interactive Expo:

Demos

14

Einstein 10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

Einstein for AdminsLearn how to build intelligent strategies with Einstein Next Best Action that deploy AI-powered personalized recommendations with Einstein Recommendation Builder. Now admins can create modern intelligent apps with no code to create personalized connected experiences, fast.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

Einstein BotsLearn how to quickly build and deploy intelligent Einstein Bots to help automate common questions, seamlessly guide customers through simple workflows, and collect and qualify information prior to agent handoff.

Integration & Analytics 10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

Turning on Salesforce for Tableau OnlineJoin us to learn how Tableau is closing the gap with interoperability between Tableau Online and Salesforce. We will cover turn-on features to allow for easy user authentication, keeping published data sources updated automatically, and demonstrating an expanded configuration page to discover these features and more.

10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

Platform EventsIn this demo, we’ll showcase new ways to build event-driven architectures across Salesforce. We’ll give you the latest and greatest from Platform Events and Change Data Capture, including the new stream filtering Pilot, and demonstrate the ability to perform cross-org eventing.

10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

MuleSoft AnyPoint PlatformLearn how to connect any application, system, or database in and out of Salesforce.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

MuleSoft ComposerLearn how to connect apps and data to Salesforce quickly and easily with clicks, not code.

11:30 a.m.–12:00 p.m. | 2:00 p.m.–2:30 p.m. PT

Lightning Web Components inTableau CRMJoin us to learn how developers can leverage Tableau CRM and Einstein Discovery in Salesforce apps. We will cover the analytics plugin for SFDX, the analytics extension for VSCode, and preview the exciting new LWC in dashboards feature.

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

Platform APIsLearn about the latest Platform API — the Pub/Sub API. This new event-driven API lets developers build real-time integrations in any language by publishing and subscribing to Platform Events and Change Data Capture.

Interactive Expo:

Demos

15

Low Code Builders 11:30 a.m.–12:00 p.m. | 2:00 p.m.–2:30 p.m. PT

Dynamic Interactions in App BuilderIn this demo, we’ll walk you through Dynamic Interactions, building connected experiences without code. Dynamic Interactions drastically simplifies the process for building apps with components that communicate with each other, pass data back and forth, and transform data based on user actions. Now admins and business users can create modern apps with just clicks, avoiding lengthy development cycles.

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

Flow and Orchestrator (1)Learn how you can increase the speed of work with automated business processes using Salesforce Flow. Combine multiple Flows together using the new Flow Orchestrator so you can build powerful, end-to-end workflows to empower your users to work smarter.

Security10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

Privacy CenterJoin us to learn how to take control of your privacy management with Privacy Center’s suite of simple, easy-to-use tools. You’ll see how Privacy Center helps you manage sensitive data, streamline preference management, and keep data compliant to adhere to privacy regulations. After our demo, get your questions answered in real-time with our team of data privacy experts.

10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

Security Tools for AdminsProtecting personal information is essential to building trust with your customers. Compliance policies often mandate security controls be put in place to secure sensitive data such as PI and PII. Do you need to encrypt or mask data? How can you monitor user behavior in a multi-org environment, detect signs of data leakage, and perform forensics to identify bad actors? Join us as we demo Salesforce Shield, Security Center, and Data Mask, sharing best practices for securing your data.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

Security for DevelopersLearn how to securely configure your Salesforce applications, using built-in security functionality including custom settings, custom metadata, and more.

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

UX Design for Admins & Developers: A Homepage Case StudyExplore the fundamentals of a human-centered design approach when designing and building on the Salesforce platform. We’ll share key design thinking concepts, plus brainstorming and research strategies to create a home page that is meaningful to your end-users.

Interactive Expo:

Demos

16

Tooling & DevOps10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

Salesforce.org and CumulusCILearn how to add robust relational synthetic data to scratch orgs using CumulusCI (CCI) from Salesforce.org. Define datasets using standard SQL statements and let CCI setup and maintain complex record relationships. Sample data automation improves development and testing efficiency.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

Developer ToolsJoin us for a tour of what’s new in developer tools. In this demo, we’ll show you new ways to interact with data and metadata directly from VS Code. You’ll see the GA version of the new SOQL Builder for easily writing queries against your Salesforce data. We’ll also show you new improvements to the Org Browser that will make pulling down org metadata faster and more seamless than ever.

11:30 a.m.–12:00 p.m. | 2:00 p.m.–2:30 p.m. PT

PackagingJoin our packaging experts to learn about different flavors of packaging, like unlocked and managed packages. Expand your knowledge on ALM with packages versus ALM with orgs. Watch this brief demo, then bring your curiosity and questions so you can walk away ready to work with packaging.

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

DevOps Center DevOps Center provides a complete end-to-end experience for managing and releasing changes through a simple-to-use yet powerful UI-based interface. We will demonstrate how easy it is to build a customized deployment pipeline, then go through a full development and release process, including seamless integration with a connected source control repository for source management, and click-based promotions to migrate the changes through each stage of the pipeline for testing and release.

11:30 a.m.–12:00 p.m. PT

Lightning Design System and Styling HooksLearn how to change Lightning’s user interface design by using styling hooks. The days of CSS overrides to make Lightning look the way you want are gone. CSS variables are the future of styling and ensure graceful degradation.After our demo, get your questions answered in real-time with our team of design and UX engineering experts.

User Experience2:00 p.m.–2:30 p.m. PT

Lightning Design System and Styling HooksLearn how to change Lightning’s user interface design by using styling hooks. The days of CSS overrides to make Lightning look the way you want are gone. CSS variables are the future of styling and ensure graceful degradation. After our demo, get your questions answered in real-time with our team of design and UX engineering experts

Interactive Expo:

Demos

17

Admin10:00 a.m.–10:40 a.m. | 11:00 a.m.–11:40 a.m. PT

Prepare for Your Admin Cert: Declarative AutomationEvaluate the declarative tools you can use to automate business processes in your org and understand the capabilities of each option.

12:00 p.m.–12:40 p.m. | 1:00 p.m.–1:40 p.m. PT

Prepare for Your Salesforce Advanced Admin ExamIf you are preparing for the Advanced Administrator Certification test, this is for you. Join us to learn about study resources, best practices, and get tips and tricks to help you achieve your goal.

2:00 p.m.–3:00 p.m. PT

Understanding Salesforce CPQ Data FlowAdministrators, developers, and even consultants sometimes create unneeded automation to pass data from one CPQ object to another when they could have and should have used twin fields. We’ll illustrate how Salesforce CPQ automaps data across quoting, ordering, and contracting. This topic is fundamental to understanding how Salesforce CPQ works and is part of the CPQ Platform knowledge area that makes up 23% of the CPQ Specialist exam.

Architect10:00 a.m.–10:40 a.m. | 1:00 p.m.–1:40 p.m. PT

What Should You Know as an Integration Architect? (1)We will share how to prepare for the Integration Architecture Designer credential. We will give you a brief overview of the exam objectives of this credential. If you are new to Integration, this is for you.

11:00 a.m.–11:40 a.m. PT

Learn About Programmatic SharingIf you are preparing for the Sharing and Visibility Designer Certification, this is for you. List different ways to share records and understand what programmatic sharing is and when to use it. After writing code to share records programmatically, don’t forget to test it. Learn how to write unit tests to verify programmatic sharing.

12:00 p.m.–12:40 p.m. | 2:00 p.m.–3:00 p.m. PT

Demystifying OAuth Flows in SalesforceWe will review, compare, and contrast the different OAuth Flows available for your integrations to log into Salesforce. This will help you prepare for the Identity and Access Management Designer certification exam.

Interactive Expo:

Certification Prep

18

Commerce Cloud/Industries10:00 a.m.–10:40 a.m. PT

Exploring Components of an OmniStudio OmniScriptAs a OmniScript designer or developer, you’ll learn about many of the out-of-the-box elements available to quickly add the right functionality to your business interactions. Understanding how to select the right graphical, action, or functional element is critical for certification and to build efficient processes that are scalable and can be easily maintained.

11:00 a.m.–11:40 a.m. PT

Product Design Concepts in Industries CPQ and EPCExpertise and certification in the Industries CPQ solution is based on a foundation of its shared Enterprise Product Catalogue (EPC) model and components. We will introduce the product catalogue components and discuss how they interact for solutions that meet the needs of today’s communications, media, and energy service providers.

12:00 p.m.–12:40 p.m. | 2:00 p.m.–3:00 p.m. PT

Open Commerce API in Salesforce B2CThe Open Commerce API (OCAPI) enables you to access resources using HTTP requests and HTTP responses. Each resource is addressed by its unique URL. We will answer questions such as: What kind of URLs can I create? What kind of APIs exist?

1:00 p.m.–1:40 p.m. PT

Understanding Data Tools and Actions in OmniStudio FlexCardsOmniStudio developers building out FlexCards as reusable components of a mobile, community, or console solution, or planning their certification, will learn about the various tools for populating data into the cards, and for launching the business transactions that the user is looking to accomplish.

Consultant10:00 a.m.–10:40 a.m. | 2:00 p.m.–3:00 p.m. PT

Sales Cloud Solution DesignLearn about the capabilities of Sales Cloud solutions and understand important considerations when configuring lead conversion, opportunity management, and forecasting.

11:00 a.m.–11:40 a.m. PT

Learn About Case ManagementLearn about advanced case management features, including entitlements, entitlement processes with milestones, and other automation tools that can help your agents efficiently manage cases.

12:00 p.m.–12:40 p.m. PT

Prepare for the Nonprofit Cloud Consultant CertificationGet an overview of the content of the Nonprofit Cloud Consultant Certification Exam and learn about the best resources to help you prepare and pass the exam. You’ll leave this with tips and tricks to help direct your self-study from Salesforce.org content experts.

1:00 p.m.–1:40 p.m. PT

Building Dashboards in Tableau CRMLearn the dashboard building basics to present your data in Tableau CRM.

Interactive Expo:

Certification Prep

19

Developer10:00 a.m.–10:40 a.m. PT

Preparing for Your PDI Certification: Lightning ComponentsIn the last update to the PDI certification, more emphasis was placed on a basic understanding of Lightning Components. There are many resources on Trailhead that deep-dive into this subject; however, we will focus on an overview of Lightning Components guided by the topics highlighted in the exam outline.

11:00 a.m.–11:40 a.m. PT

Preparing for Your JavaScript Developer I Exam The Salesforce JavaScript Developer I Certification is a real challenge, encompassing a technical multiple-choice exam and a Trailhead superbadge. We’ll give you a feel for the depth of JavaScript knowledge you’ll need to successfully pass the exam.

12:00 p.m.–12:40 p.m. PT

Dynamic Lightning Pages and FormsControl when a component appears on a Lightning page by adding filter conditions and logic to its properties in Lightning App Builder. You can make your Lightning record pages even more dynamic by setting visibility filters on Field and Field Section components. Join us as we define and demonstrate both options.

1:00 p.m.–1:40 p.m. PT

Apex Security and SharingWhen you use Apex, the security of your code is critical. You’ll need to add user permissions for Apex classes and enforce sharing rules. We will demonstrate Apex managed sharing and discuss some security tips.

2:00 p.m.– 3:00 p.m. PT

Record-Triggered Flows ExplainedCreating or updating a record can trigger a flow to make additional changes to a record before it’s saved to the database. Additional changes can be made once the data is saved. Let’s explore the Before Save vs. After Save functionality.

New Credentials10:00 a.m.–10:40 a.m. PT

Become a Salesforce Certified UX DesignerCome learn about the latest Salesforce Credential: the Salesforce User Experience Designer Certification. You’ll learn more about the UX Designer persona, the knowledge, experience, and skills necessary to be successful on this exam, and how to get started. Prepare for success and take your design career to the next level by becoming a Certified Salesforce UX Designer.

11:00 a.m.–11:40 a.m. | 2:00 p.m.–3:00 p.m. PT

Ways to Conquer Your Certification ExamTaking exams comes with many emotions. Before exam day, create your game plan using a toolkit of strategies to help you prepare. You’ll leave with tips and tricks to use for your first or future exams. If you are currently studying for an exam, or have it as a current goal, this is for you.

12:00 p.m.–12:40 p.m. PT

What’s New: Health Cloud Specialist SuperbadgeAnnouncing the Health Cloud Specialist superbadge. This hands-on credential will test Health Cloud administration and implementation skills and help partners demonstrate depth. The specialist designation shows that Trailblazers can deliver collaborative, connected support for patients and caregivers with Health Cloud.

1:00 p.m.–1:40 p.m. PT

Become a Certified B2B Solution ArchitectTake your career to the next level and become a Salesforce Certified B2B Solution Architect. Join us and learn even more about the B2B Solution Architect persona, the knowledge, and skills necessary to be successful on this certification exam, and how to get started. Hit the ground running and blaze a new trail by adding this new credential to your resume.

Interactive Expo:

Certification Prep

20

10:00 a.m.–10:30 a.m. | 12:30 p.m.–1:00 p.m. PT

Trailblazer Community: Like No OtherJoin Salesforce MVP Ines Garcia to talk about all the ways you can engage in the Trailblazer Community. Ines will share how the community has been pivotal in her career progression and share ideas to help jumpstart your own community journey.

10:30 a.m.–11:00 a.m. | 1:00 p.m.–1:30 p.m. PT

Salesforce Certifications: Zero to 40 and CountingGaurav Kheterpal has more than 40 Salesforce, Vlocity, and MuleSoft certifications. Join Gaurav to learn tips about certification prep, study schedules, exam strategy, and more.

11:00 a.m.–11:30 a.m. | 1:30 p.m.–2:00 p.m. PT

Top Tips to Tackle Superbadges (1)Trailhead superbadges are a great way to challenge yourself, gain confidence, and differentiate your skills, but they can be a bit overwhelming if you don’t know what to expect. Salesforce is increasingly using superbadges as part of the certification process. In this session, the founders of #SuperbadgeSunday share their insights and advice for taking on superbadges like a pro.

11:30 a.m.–12:00 p.m. | 2:00 p.m.–2:30 p.m. PT

Ask Us Anything: Salesforce CareersWant to start and grow a career in the Salesforce ecosystem? Bring all your best questions and get great direction, ideas, and inspiration from Stephanie Herrera and Skye Tyler.

12:00 p.m.–12:30 p.m. | 2:30 p.m.–3:00 p.m. PT

Road to Architect, My Architect JourneyJoin Nana Gregg for a deep dive into insights and Q&A about the journey from Salesforce admin to architect. She will share the certifications she’s pursued, the resources that were most helpful, and more.

Interactive Expo:

Trailblazer Community Campfires

21

10:00 a.m.–10:30 a.m. PT

Eliminate Data Downtime with OwnBackup RecoverOwnBackup Recover is the effortless and stress free way to protect your Salesforce data and metadata. No more weekly exports...no more wondering whether your backups will be there when things go wrong. And when they do, OwnBackup proactively alerts you about any issues. Then we make it super simple to isolate exactly what went wrong and when, so you can instantly restore the precise data you need with pinpoint accuracy.

10:30 a.m.–11:00 a.m. PT

Streamline Dev Cycles with Sandbox SeedingOwnBackup Enhanced Sandbox Seeding is an intuitive and powerful sandbox seeding solution for organizations that develop on the Salesforce platform. It enables developers and admins to effortlessly define, fine tune, and automate the replication of precise subsets of data schemes from production environments or other sandboxes, then quickly seed them to Developer, Developer Pro, or Partial Sandboxes with identical metadata.

11:00 a.m.–11:30 a.m. PT

Build an End-to-End DevOps Process with GearsetGearset is the leading platform for Salesforce DevOps, offering unparalleled deployment success, and making it easy for teams of all shapes and sizes to deploy successfully every time. Join our session to see how easy it is to build a complete DevOps process that works for your entire team. We?ll be showing you how to build a source-driven development process in just a few clicks, and how you can protect your orgs with Gearset?s backup and restore solution.

Note: Also available at 12:00 p.m.–12:30 p.m. in Partner & Ecosystem Room 2

11:30 a.m.–12:00 p.m. PT

Deloitte Digital & Salesforce: Bringing the Future into FocusIndustry solutions built by Deloitte and powered by Salesforce help our clients navigate complexity, accelerate transformation, and create sustainable value. Our solutions are built on decades of experience gained through thousands of successful Salesforce implementations across key industries. Tune into our session to learn more about how our pre-built manufacturing and financial services solutions ? Cloud4M and FSConnect ? are helping our clients get to the future faster.

12:00 p.m.–12:30 p.m. PT

DevOps Frameworks for SalesforceIntroducing Mario & Daisy, CI/CD & CT based frameworks developed by Persistent. Join us for a demo of 2 frameworks developed by the team at Persistent. Mario helps developers reduce development risks, resolve conflicts sooner, increase productivity & release stable software with fewer bugs. And Daisy is a no-code web browser automation framework designed to reduce automation testing efforts by 60-70% and drastically improve ROI.

12:30 p.m.–1:00 p.m. PT

Dive into Deloitte’s MuleSoft Cloud API VaultCloud API Vault is a library of integration assets created by Deloitte and is essential to the ?Implement? phase of our development methodology. It is a self-service integration content platform. The integration applications are built from Deloitte?s vast delivery experience on various cloud technology and tools. These pre-built assets address common integration problems faced by our clients in their Salesforce-MuleSoft journey and enables rapid prototyping that leverages common integration patterns and industry API development standards and best practices.

1:00 p.m.–1:30 p.m. | 1:30 p.m.–2:00 p.m. PT

Adobe Sign + Salesforce?100% Digital Workflows in MinutesE-signatures let customers and employees keep business moving from anywhere. That?s why they went mainstream in 2020?and there?s no going back! Adding Adobe Sign to Salesforce helps you digitally transform more processes, more completely, more quickly, and scale them enterprise-wide. Learn how to: Create a great experience for customers and end users Integrate Adobe Sign with Salesforce, add templates, create data mappings, and generate a new 100% digital app in minutes?no coding required

2:00 p.m.–2:30 p.m. | 2:30 p.m.–3:00 p.m. PT

Amazon AppFlow + Salesforce: Simple & Secure ConnectivityAmazon AppFlow simplifies integration between SaaS applications and AWS services helping breakdown data silos.

Room

1Interactive Expo:

Partner & EcosystemDemos

22

10:00 a.m.–10:30 a.m. | 10:30 a.m.–11:00 a.m. PT

A Journey with Flosum DevOps, Backup, and Archival SolutionIn this session we will take you through a DevOps journey that will help you locate and solve the gaps in your process to decrease overhead. Learn how your organization can automate and optimize your process to increase the velocity, quality, and speed of releases, all within a solution that is 100% native to Salesforce. We’ll also dive into how you can stay compliant and in control of your Salesforce data with automated backups, data comparison, full or partial restore options, and more.

10:30 a.m.–11:00 a.m. PT

Easily Build, Test, and Deploy on Salesforce, Mulesoft, Heroku or Any CloudYou moved to the cloud so you could move fast. What’s holding you back? Modern teams need version control, automated testing, automated deployment, security analysis, and tools to collaborate and build. DevOps addresses this need; but traditional DevOps tools are not designed to support today’s low-code builders. SaaS tools require a SaaS solution that’s easy for non-coders to use. Copado gives teams all the tools they need to deliver more innovation to the cloud. Copado helps 900 of the world’s largest companies build on Salesforce. Now, for the first time, you can also use it to manage deployments for Mulesoft, Heroku, and other clouds. Join us to learn how you can unlock the full capacity of your teams and your clouds.

Session also available at 12:30 p.m.–1:00 p.m. in Partner & Ecosystem Room 3

11:00 a.m.–11:30 a.m. | 11:30 a.m.–12:00 p.m. PT

Fuel Your CRM to Do More with Better Data From Dun & BradstreetKeeping data up to date is an ongoing challenge for sales and marketing teams. Salesforce.com estimates that 91 percent of CRM data is incomplete and 70 percent of that data decays annually. Powered by the Dun & Bradstreet Data Cloud, D&B Optimizer for Salesforce can help you increase sales, improve campaign performance, and reduce the cost associated with bad data. D&B Optimizer continuously manages data quality within your Salesforce environment, so you do not have to. By automatically enriching account and lead records, D&B Optimizer provides direct access to real-time, quality data.

12:00 p.m.–12:30 p.m. PT

Build an End-to-End DevOps Process with GearsetGearset is the leading platform for Salesforce DevOps, offering unparalleled deployment success, and making it easy for teams of all shapes and sizes to deploy successfully every time. Join our session to see how easy it is to build a complete DevOps process that works for your entire team. We’ll be showing you how to build a source-driven development process in just a few clicks, and how you can protect your orgs with Gearset’s backup and restore solution.

Session also available at 11:00 a.m.–11:30 a.m. in Partner & Ecosystem Room 1

1:00 p.m.–1:30 p.m. | 1:30 p.m.–2:00 p.m. PT

Slack on Slack: How BizTech Built Bots to Empower SalesLearn how a small team of developers in Business Technology used Heroku and the Slack Platform to build impactful bots for the sales team. Using these bots, sales reps were able to move deals along faster, resulting in pipeline and ACV growth.

2:00 p.m.–2:30 p.m. PT

Master Your Changes in Salesforce Discover how you can foresee the potential impact & risk of any change, before going live! Join our demo to learn how to lead changes and innovation quickly and easily, while fully controlling the risk. Want more? We will also demonstrate how to achieve a healthy and stable salesforce org, by identifying technical debt, removing clutter and reducing complexity.


Room

2

Interactive Expo:


23

10:00 a.m.–10:30 a.m. PT

A DevOps Approach for Marketing CloudMaintaining and managing release for Marketing Cloud solutions can be both time consuming and error-prone. Also, what about rollback of changes or auditability? All critical topics for customers using, Marketing Cloud at scale. Join our Marketing Cloud DevOps SMEs walkthrough of some of the pain points they have faced and why they built SFMC DevTools (an opensource Marketing Cloud tooling solution) to help customers and SMEs apply a tooling approach to overcome these challenges.

11:00 a.m.–11:30 a.m. | 11:30 a.m.–12:00 p.m. PT

How to Automate Salesforce Data Collection Without CodingDid you know that you can eliminate time-consuming manual data entry in Salesforce with an integrated web form platform? In this demo, you’ll learn how easy it is to create Salesforce-integrated forms that can create and update Salesforce records, prefill with Salesforce data, and more. This demo is perfect for any Salesforce user who needs to streamline the data collection process, whether you work in nonprofit, education, financial services, government, healthcare, or another industry.

12:00 p.m.–12:30 p.m. PT

Master Your Changes in SalesforceDiscover how you can foresee the potential impact & risk of any change, before going live! Join our demo to learn how to lead changes and innovation quickly and easily, while fully controlling the risk. Want more? We will also demonstrate how to achieve a healthy and stable salesforce org, by identifying technical debt, removing clutter and reducing complexity.


12:30 p.m.–1:00 p.m. PT

Easily Build, Test, and Deploy on Salesforce, Mulesoft, Heroku or Any Cloud You moved to the cloud so you could move fast. What’s holding you back? Modern teams need version control, automated testing, automated deployment, security analysis, and tools to collaborate and build. DevOps addresses this need; but traditional DevOps tools are not designed to support today’s low-code builders. SaaS tools require a SaaS solution that’s easy for non-coders to use. Copado gives teams all the tools they need to deliver more innovation to the cloud. Copado helps 900 of the world’s largest companies build on Salesforce. Now, for the first time, you can also use it to manage deployments for Mulesoft, Heroku, and other clouds. Join us to learn how you can unlock the full capacity of your teams and your clouds.

Session also available at 10:30 a.m.–11:00 a.m. in Partner & Ecosystem Room 2

12:30 p.m.–1:00 p.m. PT

Better than Backup. Protect Your Data with Odaseva.Odaseva helps large enterprises protect their data everywhere it’s vulnerable and find smart, proactive ways to solve data problems before they happen. Get an under-the-hood look at our Data Protection solution. You’ll learn the most effective ways to protect your data everywhere it?s vulnerable (not just in production) using sandbox anonymization, how to use analytics and APIs to be an outstanding steward of your mission-critical data, and how replication can maximize the value of your backed-up data.

1:00 p.m.–1:30 p.m. PT

Simplifying Package-Based Development Using DX@ScaleUnderstand how you can leverage mono repository, scratch org pooling, and cli plugins to take your package-based projects to the next level. DX@Scale brings you practices, frameworks and open-source tools to enable development teams of all sizes to work with packages comfortably. This demonstration shows how the development lifecycle can be streamlined from creation to release of a package and all steps in between.

1:30 p.m.–2:00 p.m. PT

Odaseva Archiving. A Simple Solution to Big Challenges.System performance. Data hygiene. Regulatory compliance. These are big challenges. If you’ve got the right archiving strategy, you can deal with all. Learn how Odaseva archiving helps the largest Salesforce customers in the world move data off of the platform into the right type of archive, quickly and easily. Support long-term retention policies, keep data fresh, and give users seamless access to archived data with Odaseva’s patent-pending Salesforce emulator. Come take a close look at the secret weapon you definitely want in your toolbox.

2:00 p.m.–2:30 p.m. PT

Drive Marketing Efficacy with Content Builder Block SDKModern marketing is always looking for ways to create more personalized experiences. But with automation & standardization in mind, modern marketers risk to underutilize personalization in their marketing tactics due to the effort involved. Learn how Content Builder Block SDK can help you achieve personalized experiences with minimal effort. From personalized maps over product catalogues to dynamic weather feeds – Content Block SDK enables you to produce custom interfaces for creating and editing email and web content.

Room

3Interactive Expo:


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Trailhead Field Guide Digital June 23, 2021 Edition · 2021. 7. 14. · That’s why we created the Architect Decision Guides. In this episode, you’ll learn about the Architect

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