Salesforce for Admins Keynote | Salesforce

Awesome admins.

All right.

I am so excited to be with all of you here today. I'm Erica Kuhl. I run the trailblazer community. And I can't be more excited to kick off Dreamforce than with all of you. I have a very special trailblazer all the way from Paris that's gonna tell you a little bit about being an amazing trailblazer. She's wearing this hoodie. We see some other hoodies in the crowd here today. This hoodie signifies that you've done amazing things for your community. You've gone above and beyond to be inspired. And I thought there's one person that should tell you a little bit about that. So welcome. Amanda Ouidrago right here, all the way from Paris to tell you her story.

Yes.

So, yeah, tell us a little bit about your journey and tell us a little bit about how you found Salesforce.

Sure.

First of all, bonjour. Awesome admins. I'm so happy to be here today. And I would like to thank you, Erica Parker, for having me here because I never thought that I would be here. I don't have a digital background, and I'm here, so it's possible. So a bit of my story. I grew up in a working place. Work, a workplace neighborhood. So I have to fight and find my opportunities. And my passion is track. I do track and field since I'm in high school and I love it. And I got a scholarship to come and study in US and I graduate, and after I have to find a job, and it's just like I did not find my place in the workplace. So I get closer to some organization that helped me to learn digital and find out Salesforce and the trailhead. And I never thought that it would be so fun to learn on trailhead. And now I'm here. I mean, I never thought that I would be here, and here am I.

It's so exciting. Thank you so much.

Thank you.

So inspiring. So before we wrap up and get the party started, a lot of people that probably want to make a change like you did and are inspired by you. So tell us one piece of advice or maybe two.

Yeah, I have two advice. I mean, no matter what, you have to stay positive in life. Difficulties is not the issue is the way how you reacted. And my second advice is like, get closer to the community, your family, the organizations, the trailblazer community. You can find many of them that can help you in your job. So, yeah, I'm happy. Thank you.

Thank you so much. Welcome to Dreamforce. All right, so before we get the party started, we have a little bit of business. We have the safe harbor. We love the safe harbor. This just reminds you to only make purchasing decisions and service decisions based on currently available functionality. So now it is time. Admins, I know that you love a good sing along and you are the most enthusiastic around. So I would like to kick this party off and get the party started, amp it up, the energy, let's get the music going, get the high five jam going.

Let's go.

Hey everybody. Welcome to all the awesome admin superheroes out there. Now check out the awesome admin high five cam.

Go on and give a big awesome.

Admin high five to the superhero sitting right next to you. Okay, let's go. We are awesome admins. Blazing trails stands for superheroes.

Efficiency at scale.

Admin magic is where transformation starts. All around the world with trailblazers at heart. We innovate and we collaborate Success. We create time after time. We champion productivity, deliver innovation with technology. Connect experiences every day. We're awesome admins in every single way. Call us the CRM rockstars With our superpowers we are raising the together we represent awesome admins to the end. We innovate and we collaborate Success we create time after time. We champion productivity, deliver innovation with technology Connect experiences every day. We're awesome admins in every single way.

Yeah.

We champion productivity, deliver innovation with technology Connect experiences every day. We're awesome admins in every single way.

Take this dance.

Woo.

Wow. Wow. Wow, wow. Cody. Wow. Astro.

Oh my God.

Einstein.

You guys are incredible. All right, well, welcome everyone. Welcome to the admin keynote.

Normally.

That's right. Normally we do not start Dreamforce with the admin keynote, as you know. And it's a little bit of a strange introduction to my mother who's right there. Welcome, mom.

Oh, yeah.

Okay, so what are we going to do first here? Well, first of course we want to thank all of you because none of this would have been possible none of this would have been possible with each and every one of you with the Salesforce MVPs. Any MVPs in the room? How about some community group leaders? Any community group leaders? Yep. How about some vets? Where's Vetforce?

Right there.

All right, pep up. Tech.

You here. Whoa, whoa, whoa, whoa. Wow.

Any non profits in the room? Yep. Okay, how about some students? Any students learning here?

Come on. You're all students.

You're all students. All right, well, thank you so much for being here. And this has all been made possible because of you all. Because of you. But a long, long time ago, when I didn't have gray hair, my dad took that video. It was very embarrassing at the time. Monitors were much bigger then. You can tell that. Gray hair, big monitor. But we had a vision to make CRM easy for everyone. You guys know this. Make CRM easy for everyone. That anyone could manage the data in the cloud. You didn't have to have any skills. No offense. We're not saying you don't have skills, but we wanted to make it easy and that organizations of all sizes. We started with small companies, as you know, and it kept growing from there. But what happened from that starting point was not just a technology company. Something really cool happened. A new tech hero was born. That's right. You were born out of that. All of you here. The Salesforce Admin. The Salesforce Admin. And look what you've done. You guys are awesome admins, you know that? You are the og. You're the original Trailblazers. One million learners. One million learners on Trailhead. That's incredible. Congratulations to Sarah Franklin and her whole team for what you've done. That's right. But take a look at this. It's not just 1 million learners. Look what you've done. You've created a trailblazer economy. 3.3 million new jobs will be created by 2022. That's right. 10 million trailblazers by 2022. 10 million, tenfold. Okay. Everyone's getting new jobs. One in four trailhead users found a new job. Anyone here find a new job through Trailhead? Yeah. You're going to hear some stories about that, but this is the stat I love the most. 48% of Salesforce admins are women. That's right. We need more women in tech and you guys are helping to do that. You guys are helping to pave the way to create gender diversity in tech. So thank you very much for doing that. And you know why we need you? You know why we need all of you? Well, we need all of you because all of us, as you know, are going through the fourth Industrial Revolution. We're going through all these changes in technology, from cloud computing, where Salesforce began, to mobile and social AI, which AI is crazy. It's going so fast. IoT all these technologies are transforming. Consumers, customers and companies need to catch up. And the only way they're going to catch up is. Is with you. And one other thing. That's right. The customer success platform that I've been working on, I'm still working on it. We started with Sales Cloud. Some of you, probably. How many of you started with sales cloud with me. Long, long time ago. Yeah. And then we added service cloud and marketing cloud and commerce. And integration is brand new. That's really cool. Industries, you know, on and on and on. Collaboration. We have a great announcement around collaboration. I won't spoil the. The surprise, but all of these capabilities are useless for our customers without you. That's why we need each and every one of you to take this customer success platform to take all of those capabilities and deliver your superpowers. Deliver your awesome admin superpowers to our customers. Help them. Help them champion productivity. Help them deliver innovation. Help them connect experiences. We need your help. We need your help. Okay. At every admin keynote, we always love to highlight a specific awesome admin, a trailblazer. And I think you're gonna love this story. This is a story about a person named Ali. Molly. Stephen. He's right there, but we'll talk to you in a second. And he's not from the United States. This is his first time in the United States. From Kenya. Yeah. And he's blazing trails at the Caribou center in Nairobi, Kenya. And to learn more about that, let's cue the film.

I grew up in a small town on the coast of Kenya and I'm the first person in my family to go to college. I got my first job at the Caribou center teaching kids how to use computers. Caribou center is an amazing organization that is truly empowering people. We started using Salesforce to streamline our operations but didn't have anyone to configure it. So I stepped up to the challenge and became our first platform admin. Someone told me about Trailhead as a way to learn, so I jumped right in. Before long, I had become a ranger, one of only a few in Africa. I now help Caribou Centre to run every aspect of our organization. Teacher Jen captures data on our students attendance and performance. We serve over 500 students across educational programs including daycare, preschool and after school clubs like STEM and coding. Dafin and a team of social workers personally visit the homes of our families each week to offer guidance and family support. Key insights from every visit are recorded in Salesforce. Nelson manages our farm and keeps track of farm harvests including Aloe vera, which we use to create our handmade organic savannah skin care products. These products are sustainably funding our projects and creating jobs for parents. Across all our programs, Salesforce is helping us to simplify and manage our input. I have learned so much as an admin and Want to help others along their journey. I'm Ali Mali and I'm a trailblazer.

Oh, awesome. Ali Molly, come on up.

Okay.

So that was an incredible story. And as many of you know, we have an integrated foundation, a one, one, one model that we started when we started the company. When I met Mark, he said, that's what we're going to do. And a group of Salesforce employees. Are there any Salesforce employees who went to Kenya on this trip? Okay, all of you went. They went on this amazing trip and Sarah was on this trip and she had an incredible experience. So, Sarah, tell us the story and tell us about Ali Molly.

Yes, thank you, Parker. And a year ago, I went to Kenya and was so inspired by Luke and Ali Molly and the team that I brought Team Trailhead to the Caribou Center. And what's amazing is they gave back using their Salesforce skills. Something every single one of you here in the audience can do to help give back is by donating your awesome admin superpowers. And today we're here with Ali Molly. And I just have one simple question for you. What is next?

So first I'd like to say thank you for this opportunity. I mean, it's Fassart Dimfrost. First time out of Africa. It's really great.

First time on a stage.

Yeah, exactly. First time on a stage.

First time in front of all these people. And there's a lot of people online watching you right now. They're watching on these cameras.

No pressure.

Yeah.

So what's next for me? I'm super excited about the next phase of our growth. Next year, we are planning to launch our social enterprise organic Savannah into the uk. As part of that launch, we are planning to expand the use of Salesforce to include commerce, cloud and products to manage our sales and marketing. This would be a huge opportunity for me to learn more and also to make organizations sustainable. I also love mentoring young Kenyans, helping them to explore the potential of technology. It will be so cool to see many of them standing on many of them following my path and maybe possibly to see one of them standing on.

This stage next year, I think that would be incredible. So, Parker, we like surprises.

I love surprises. And you told me earlier that you have not one surprise, but two.

Yes, I have two. The first one, Ollie Molly knows about. The first one is a surprise for all of you that by being here today at the keynote, you are giving back because we have a lip balm that is from the Caribou center for all of you. And by Having this. This represents you helping employ parents and educate children. Yes.

Good.

And now I have made Ollie Molly nervous. But we have.

I thought. I get that, love.

Oh, you do?

Yes.

You were gonna give it to me.

You do get that.

Thank you so much for attending. You get the lip balms?

Thank you.

So we have a tradition here. We also have who. Here's a Golden Hoodie winner.

I saw some Golden Hoodies out here. Yep. But there's not that many.

I think we might need another one.

I think we need another one.

Do we think that.

Ollie Molly.

I think we need another one.

Congratulations, Ollie Molly.

Thank you.

I'll help you here.

You are the next recipient of the Golden Hoodie. There are not many because of all that you've done. You deserve this. So congratulations.

Thank you so much.

Thank you so much.

Yeah.

All right.

I'm a hugger. Thank you.

All right. And hang on, Sarah. And just a quick selfie because I always like to do selfies.

Selfies are super important. We gotta tweet it.

We'll tweet this later.

All right.

Where are you, Sarah? Awesome.

Congratulations, Ali Molly.

All right. Okay, so that was actually our second story, but we have more stories to tell you. More stories and some incredible demos because we want to show you how to champion productivity, how to deliver innovation, and how to connect experiences. Okay, so we're going to start the first story about Carlos Humana. Carlos is here at bmc and Carlos is an incredible trailblazer. Incredible. And to tell his story, I want to bring up Mike Gerholt. Mike, take it away.

Welcome, Salesforce admins. I'm so pleased to know you brought your mom to Dreamforce, Parker. Because I brought my mom as well. My mom's actually sitting right behind you. We did a little swap of roof.

So we get to meet our moms.

Hashtag momsreamforce. But we're not here to talk about our moms. You know, as an admin for eight years, boy, being able to deliver productivity to my users really made me feel like a superhero. And that's why I am so glad I'm here today to tell you the story of how Carlos Humana champions productivity at BMC. See, Carlos is a Salesforce admin at BMC, where he helps 1500 sales professionals sell sophisticated IT solutions over the phone. Carlos, like any good admin, is tapped into his executive team, who's very data driven. I'm sure Carlos will tell us about that. Carlos puts his superpowers in action to optimize sales processes, simplify lead management and deliver actionable reporting. So let's take a look at all of the incredible features that that come in winter 19 and enlightening that help Carlos and you champion productivity. The first, I'm super excited for Lightning list views. We can search right within that list. Lightning. That's right. If you like something, you can make noise. I keep talking, there's going to be a lot of noise. You should be making Lightning report enhancements. We can edit joined reports. We got some cool stuff. We're going to show you one of the favorites who doesn't have a phone, Lightning on mobile. Now, your users have the same navigation experience on the phone as they do the desktop. And then buckle up, people, because Lightning layouts, let me tell you, when we saw it on the roadmap, we knew we had to include it in this keynote. But the one thing that I am super excited to tell you about and be the first is I am here to introduce you to Einstein Voice. I mean, you talk to Siri, you talk to Alexa. What's more productivity than just talking to Salesforce and telling it what to do with Einstein Voice, you talk to Salesforce, you can have it create tasks, set reminders and update records. Hashtag mind blown. But I have at the back of the stage the amazing Mark Baizeman who built all of the demos we're going to see. So let's go to the demo and let's see how Carlos champions productivity at bmc. So we start at the homepage here, which is dripping with productivity from top to bottom. Carlos built a custom homepage for bmc. So when his sales users log in, they immediately see when a quarter ends, the top five deals, the tasks that they have to do today. And you know what? He doesn't stop at the bottom. He included utility bar. So across the app, no matter where his users are, they can log notes and they can see recents. Now, Kathy Sanchez, who we're logged in as, is a top sales user @bmc. She loves favorites and I love favorites too. You know why? It's productivity. I can easily navigate to a thing or something. I saved like a hot leads list. Kathy, being the top salesperson, needs to get that leads list fast and she can search in that list now in winter 19 to find that hot lead she need to follow up with on the record page. Productivity doesn't stop there. We've got path. So Kathy can see right where that lead is in the sales cycle. And of course, she's very cognizant. She wants to log every call and we all know how salespeople love to log calls. Carlos is right there because he enabled Quick Text, and with Quick Text, all Kathy has to do is click a button and she can log software trials, gathering requirements, and anything else that she needs, like leaving a voicemail. Now, the cool thing is Quick Text uses merge fields, so it fills in all of that relevant data that she needs. Now, as part of the sales cycle, BMC provides a software trial. And if we look at that record, it's pretty cool. Carlos has everything started. But Kathy, the top salesperson, gave Carlos some feedback and said, we can make this better. So, Mark, let's help Carlos out. Let's go into Lightning App Builder and give everyone in the room a sneak peek of the new Lightning layouts. So here we are in Lightning App Builder. On the left hand side, you have your standard managed custom components. You can even add more quickly from the app exchange in the middle. Mark, let's blow apart that palette because I'm feeling like we can make this better. And with the new Lightning layouts, which I gotta tell you is coming soon, you have a Fields panel. So now we can build this page like we want to. And you're not just moving components on this page, you're actually editing the page itself, which means as an admin, you have one place to go to. That's productivity. In addition to that, Mark can also set section visibility as well as field visibility to show up. So that information on that page is there only when the user needs it. Kathy doesn't need to see blank fields. Kathy needs to see populated fields. Now, pilot in winter 19. Check out that little Dropbox. We can set the page layout based on device so it's one location to go to. I like that page. It looks super productive. Mark, let's go back and see what that page looks like in production, because Kathy just got off the phone and we find out that Rachel actually started her software trial. So when we update that status to activated common phrase, you're going to hear a lot. Boom. That section appears and the information is there, just as Kathy needs it when she needs it. And Kathy's on the go. So she grabs her phone, she's run to a meeting, let's pull up that very same record. She can view that very same record on her phone and have the exact same experience. All right, so Kathy's not done yet because the reason she's running somewhere, she has a sales meeting to get to. So let's go back to the desktop because Kathy has a lot of reports that Carlos Built for the sales team to get them up and running. But one of them she needs to make even more awesome. And that's the lead by status report. So she pulls it up in Lightning report Builder because she doesn't need to car Carlos because Carlos champions productivity. So Kathy can just easily edit that report right there, search for the field she needs and drags it onto the report. And we can see that report quickly changes and sorts by what she just added. And to add a chart, she doesn't need code. She clicks a button and she can even edit that chart to show that we're now sorting by lead source and lead status so we can save that report. Because Kathy's getting ready to run into that meeting, but she can quickly change and add that report right to a dashboard, all with the click of a button. Kathy really wants to take this meeting to the next level. She selects the dashboard she's going to add it to. Clicks add. And now that component's right on the dashboard. It couldn't be any simpler. Right, So we're going to fast forward because we time travel every now and then. The admin keynote. I'm going to let you know that Kathy rocked that sales meeting. It was amazing. And when she walked out. That's right. I need to set a reminder because I got to call Rachel back because she started that software trial. So she grabs her phone and now is when Einstein voice comes in. So, Mark, could you play the role of Kathy? It's going to be a stretch, but you do improv. I think you'll be great. And show everyone in the room how Einstein voice can be used for Kathy.

Thank you.

I met with Rachel Smith from Hadley llc.

Action item.

Call Rachel next week.

So you can see Einstein picked up everything that Kathy said, but this isn't a voice recognition demo. Einstein actually noticed Headley LLC is in Salesforce, so when we click next, we can associate it to that contact of Rachel Smith. And Einstein picked up that a task needs to be created. So with a few clicks, Kathy, via Mark, updated Salesforce with her voice and changed everything. And that, Parker, is how Carlos champions productivity at bmc. Back to you.

Thank you, Mike. And thank you to the demo team. That was an incredible demo. We have Carlos here. Carlos, there's a lot of people in the room are going, wow, you are an awesome admin. You have incredible superpowers. How would you tell them to do what you do to learn how to champion productivity for their customers?

First off, thank you. Good question. Thank you for the opportunity to be here today. It's humbling. Amongst all these great admins that are.

In here, I would say what I.

Would advise is four things. One, number one, it'd be understand yalls business processes and question conventional wisdom just because the process is that way.

Listen to the customer but ask them questions.

Right. And then the second thing is put yourself in your end user's shoes to truly understand the pain points that they have. Because at the end of the day, salesforce.com makes it super easy for everything that needs to happen within the business. And the last piece is Johanna. Like use a community, use trailhead, reach out on success.salesforce.com because that's the way that I feel like I've been successful. Thanks to everyone here. I'm sure that I've gotten some answers from y'.

All.

Awesome. Well, it sounds like you're ready to give them some answers. Carlos, congrats @ BMC of all that you've done. That was incredible. Okay, so you heard about Carlos, you heard about bmc, saw an incredible demo. But now we want to learn about championing innovation with Nana Greg and Nana Greg. Yeah, I just saw Nana last week. We were doing the Dreamforce keynote. She gave us some feedback. And to tell the story of what Nana Gregg has done and the incredible stuff she's done, Mary Scotten, please take it away. Give us a awesome dem.

Thank you, Parker. Hi, everyone, I'm Mary Scotten. Thank you, thank you.

That's good. That's good.

I love that lightning layout demo. I have to say, about 10 years ago there was this really great innovation called the page layout editor. Does anyone remember? Parker? Those were the days, right? All right, listen, I am passionate about three my family, equality and empowering all of you to deliver innovation on this amazing platform. Nana Greg delivers innovation at JLL Technology Solutions where she owns Salesforce wall to wall for over 400 employees, helping them help growing companies implement workplace management software. It's a big job. Nana and her team put their awesome admin superpowers to work to create apps, automate processes and add AI. And we're going to see how they do that Today in winter 19, Nana and her team and you all can continue to deliver innovation with these new features that we're going to see. You're going to see some new lightning flow screen components. How many flow natics do we have? We're also going to see the Einstein prediction builder where we put the power of AI into your hands. Right? We don't need to be data scientists. With point and click, you can predict the future. And we're going to have a sneak peek of the Lightning Object creator, which lets you take a spreadsheet, turn it into an app. It's pretty cool. Not to be outdone, I don't know if you've seen the new Flow Builder or if you'll see it here first. It's pretty sweet. It's going to make it faster and easier and more intuitive to build flows. So who's ready to see it?

All right.

Mark, let's go to the demo. All right, we're going to start here on the JLL sales homepage. Take a look at the dashboard. Looks like we have some open deals. Let's take a look at one of those. All right, here we are on the opportunity page. You see, Nana's got the path there to keep her team on track. But the next step here, there's a part of the process that's happening outside of Salesforce in a spreadsheet. Mark, let's see that spreadsheet. So we go to this stage. What? No, this is perfect. This is all you need, right? We have a spreadsheet and this is where they track their deal reviews. And Anna saw this and she said, you know what? This spreadsheet is an app waiting to happen. Mark, let's give that spreadsheet to the Lightning Object creator. Here's the Lightning Object Creator lets you take an Excel quip or Google spreadsheet, turn it into an app. The columns in the spreadsheet turn into fields, the rows turn into records, and even the out of the box platform features like reports and activities and chatter are enabled automatically. Just a few seconds. I really just want to wait for it to finish. I'm sorry. It's just so cool. All right, well, anyway, Mark, let's go see what that looks like in Salesforce.

Boom.

Out of the box. Now we have our app. We got our default page layout. Okay, she could do some work there. That record id, what's up with that? But we'll fix it. And then it's. All the data is also imported. So it's creating the object, adding all the fields and importing the data. So, Mark, let's go back to that opportunity. Now that Nana has added this object into Salesforce, now she wants to automate the creation of new deal records when the opportunity moves to the proposal stage. What's she going to use to automate that?

Process Builder.

Process Builder. You had it right. Yes. Process Builder. Let's go take a look at her process here. It's going to be triggered when an opportunity is saved and if the deal is over $100,000, then that deal review record is going to be created. Simple. But this process does some other things. It looks at the other criteria for the deal review and makes sure that Nana is reminding the deal reviewers of all the steps they need to take. And these reminders are in the form of actions on the guided action list, which is a new component in the app builder. Each of these actions is actually a flow. So, Mark, let's go back to that opportunity and take a look at those actions.

Boom.

And now we ran our process, right? We saved that opportunity, moved to the next stage, created the deal review record and added three actions to the guided action list. Mark, let's poke into one of those and see. So again, these are flows, right? This is all done with point and click. They can build their team by answering a couple of questions and then moving on. And then the flow goes out and looks across the system to say, who's available? How can we build this team? What do we need? Does that look good? Yes. Now we're all done. So, super easy to enable your team to have those reminders. It's an automated to do list. Now let's go see. Now, I did promise you a sneak peek. Let's go see how those flows are made. All right, so here's our list of flows. Now, Mark, there's that one with a little squiggle. Why don't we open that one?

What?

This is the new flow builder coming to you spring of 19. It's going to make it even easier to build guided user experiences and logic with flow on your screen components. You're just adding the elements you want, set the properties and go. You've got your elements on the list, you drag them to the right.

And.

You can use out of the box lightning components as part of your flows. Now check those out. That toggle we just saw and the slider. Those are new in winter 19. All right, well, Nana loves this and she's not done yet. She has one more thing to do. She's going to add AI. So see this project duration field? This is the sales team's best guess as to how long the consulting engagement might take. So Nana looks at this as, here's an opportunity to innovate. I can use Einstein to predict that project duration because she's got all that past data. Einstein can look at that data and say, you know what? I think the project's going to take this long. So with the Einstein prediction builder, you are the ones telling Einstein, what object and what field to predict. You're also telling Einstein what set of fields to look at for that prediction. So Nana goes through all this, and the outcome is a custom field. On the opportunity, she can use it for reports and pages and code. So let's go back one last time to that opportunity and see what Einstein thinks about our project duration. Oh. Einstein says, hey, you know what? I predict it's going to be 120 days, not 105. And now the sales team can update that proposal and get that back to the customer and close that deal. And, Parker, that is how Nana delivers innovation at jll. Back to you.

All right, Mary. Awesome job. Awesome job, Nana. All right. That was an incredible demo. You know, you've done some incredible things at jll, your delivering innovation. Everybody's jealous of you because they're like, whoa, how do we be just like you and deliver innovation? So what's your advice to everyone?

Oh, gosh, thank you, Parker. And, you know, I've been an admin for 12 years, so trying to deliver all of this innovation, all of these things that you've given to us. And so I've got an easy formula for you to remember.

A formula.

A formula.

Nice.

E. Embrace change. Change is going to come.

The only constant is change is what we say.

Absolutely. It's going to come like lightning.

Right?

Embrace it. Go with it.

A.

Always be learning. There are so many new things to learn. You can learn something new every single day with trailhead and on the community. Always be learning. S. Show your users, show people what it can do. Because if you build it, they will come.

Right?

They will understand what you're trying to do for them. And then finally, why?

For yes.

For yes. You got this.

Okay?

Know that you got this. And know that everybody in the room, everybody in this trailblazer community is behind you, and they're there to help make sure that you know that you got this.

Totally. Yeah.

So thank you.

That's awesome.

It's easy.

It's easy. And you got this, Nana. Great job. Big hand for Nana Greg. Yeah.

Okay.

Now onto our final story. We're now going to connect experiences. We're going to connect, experience. We're going to hear about Catherine Clark at Vet Forest, and the vets are right here.

Okay.

We're so proud of you, of all that you've done, and really love it. Warms my heart for how we've been able to create new jobs and bring you back into the workforce when you come back to the United States and thank for all thank you for all you do in serving for our country. Let's just say that first and foremost, thank you. Thank you. Okay. And to tell the story of Catherine's Clark and what she's done to connect experience, I'd like to bring up Gillian, Bruce, Jillian, take it away.

Hello, awesome admins. So one of my favorite parts of my job as an admin evangelist is I get the privilege of hosting the Salesforce admins podcast. Any podcast listeners. Thank you, Mike, by the way, for passing that to me. Appreciate it. One of the reasons I love that so much is that I get to learn stories from you awesome admins who every day are not only transforming your company, but you're transforming your careers and even your communities using the Salesforce platform. It's pretty incredible. And one of those stories I've gotten to know is the story of Katherine Clark. It's fine. We're allowed to clap for Katherine. She's pretty amazing. Now, Katherine Clark found Salesforce through an amazing program called Vetforce. Vetforce serves over 10,000 military veterans and their spouses to skill up on Salesforce to get amazing jobs in the Salesforce ecosystem. We heard about how Parker said that that is a growing area, lots of opportunity. So this program is really important. And not only did Catherine find Salesforce through Vetforce, she's now the admin for Vetforce and that means she's got a really big job. She has to build a scalable community experience for those 10,000 members, which we have 50 plus of them today. Another thank you for your service, everybody. And she has to personalize that learning journey as they go on learning those skills. And then she has to make sure they get the information they need when they want it so they never have to pause in the learning journey. How does she do that? Well, Kathryn does that by connecting experiences. The entire Vetforce program is built on a lightning community, enabling her to connect members with each other and connect with their learning journey. And hold on, everybody. Yes, we're going to talk about MuleSoft and the admin keynote because Katherine is going to be excited to use mulesoft to bring in job opportunities from external websites and into the Vetforce community. She's also going to start using an Einstein bot. We can build bots. Admins are really awesome because it's a way we can better serve our customers, getting them answers to questions quicker. Okay, enough of me talking. Let's get into a demo and show you how Kathryn does this every day. Shout out to Mark Baisman, Kevin Poorman. Our amazing demo people. All right, here we are in our last demo. Let's rock it. Here we are in Setup Home. We all know and are familiar with this as admins. This is where we access the Community Builder. So when we open the Community Builder, we'll see that what you build in community is what you build is what you see. And in the palette here on the left hand side, we have the opportunity to add components, components you're familiar with in the Lightning App Builder, as well as some special ones for the community and even more from the App Exchange. We also have the ability to customize the theme here, make it look beautiful like it does on screen, and we can adjust page structure to make sure we're putting the right things, the most important things in that page that our members need to see. Let's talk about this profile right here. Because this profile is how Katherine is connecting every Vetforce member with what they're learning, with the super badges they've earned, with the certifications they've earned, and with goals they've completed within the Vetforce program. Now, Vetforce is built on the idea of meeting milestones, achieving certain milestones in your journey that unlock benefits. One of those benefits is the idea of being a job seeker. This job seeker status, meaning they're ready to start applying for jobs. Well, Katherine can bring in a component right here into Vetforce to display those job opportunities. This is huge because this means they no longer have to leave this beautiful community to go search for jobs on other websites. All right, we're going to talk about how this is built in just a second. I know everyone's really wondering, but we want to make sure that this is only displayed for those who've unlocked job seeker status. And we can do that using a new feature in winter 19 called audience targeting. That means that Kathryn can set the criteria for when this component displays. Just like we saw in Lightning App Builder. Right. But now we have it in community. Now let's talk about this component. As I said, Mulesoft and admins, it's really important that we know how mulesoft works because it really is an amazingly powerful tool. This component was built with MuleSoft. Mark, let's click into this component and show MuleSoft in the admin keynote. Here we go. This is the mulesoft design center. Doesn't look that intimidating. Right? We can see what's going on here. We can see that Salesforce is making a call to mulesoft, sharing the information in the profile with Mulesoft. Then mulesoft is making multiple Calls to external, other job sites. Indeed, dice to see which jobs meet the same criteria as in that profile. And then this is where the mulesoft magic happens. Because mulesoft enables us to take the data from all those other systems. It's translating it all, enabling us to display it and map it the way we want to see it in Salesforce. Pretty easy, pretty amazing, right? Now let's say we want to add another site. We want to add LinkedIn to this. Well, by hitting that plus sign, we can see a number of options powered by the exchange. We have a LinkedIn one right there. Add it.

Boom.

We just added another element of our integration. Now what's great is on the other side for the component, Katherine doesn't have to change a thing. Mulesoft is going to feed that information exactly as she mapped it into that component. All right, here we go. See, mulesoft is awesome. We can all be integrators, admins. Now let's go see this from an end user perspective. Here we are in Samantha Carter's profile. Brand new to vetforce, excited to get going on our learning journey. And as Mike said, this is the admin keynote. We do a lot of special things. We sing, we dance, we jump, we high five. We also time travel. So we're traveling ahead in time to where Samantha has completed several super badges, a certification, and guess what? She's unlocked that component because she's unlocked job seeker status. That component's even highlighting the super badges she's completed that are also requirements for those jobs. Pretty awesome.

It's all right.

You're allowed to clap. It's good. Now Samantha is so excited that she wants to get more. She wants to know if she can do more credentialing through through VetForest. She can ask that right here in the community because Katherine's built the ability to log a case right there. So she logs the case. Let's see what this looks like on the back end from Katherine, the admin's angle. Well, we got a lot of cases here. So as much as Katherine is dedicated to making sure she answers every single question that comes in, it might take a little while because there's only one Katherine. And as much as we'd love to be able to clone her Parker, I don't think that's on the roadmap, is it? But, you know, what we do have is Einstein bots. So Katherine's going to be able to build a bot to help answer some of those most common questions. She gets logged in cases quicker. Let's build a bot. Mark, here we are in the bot builder. We're going to give her bot a name. I don't know, I think Sergeant Astro sounds pretty good. And we're going to have Sergeant Astro use language that's familiar to our vet, familiar to the community, give it a personality. Then we're going to tell Sargent Astro which questions it can answer. These are going to be the most common questions Kathryn gets. And after we create that bot, we want to see it in action. So Mark, let's go back to Samantha's view and see how she can use Sergeant Astro. There she goes right there. Can click open Sergeant Astro. Sergeant Astro says, hey, these are the things I can help you with. And good news, the first questionnaire is about credentialing. She can click that and wow, that was a pretty fast answer. Don't have to wait for Katherine to go through her queue of cases to get that answer. And like Sergeant Astro is about to take the words out of my mouth. That is how Katherine is connecting experiences for Vetforce using Salesforce and Lightning.

All right, great job, Gillian.

That was awesome. Okay, Catherine, you know, it's the fourth NUS revolution. Everything is connected. 10,000 members. That's incredible. So first of all, congrats to you and everyone who's created that awesome community. But everyone here wants to create communities and create more connection. What's your advice to them on how to do that?

My advice is for those aspiring admins out there looking at these new features that are available and wondering how do I even get started? I'm trying to start still figure out how to put a custom field on a page layout.

Oh, I can help you with that.

And you know what else? Trailhead can help you with that.

That's true.

Trailhead is the first place we send our Vetforce members to to start learning those initial skills. So if you're wondering how do I go about bringing a bot into my community, start at Trailhead. It is free, it is self paced, it's accessible. Thank you, Sarah Franklin. It is how I learned. I started on Trailhead three and a half years ago and it's where what brought me here today.

Oh, wow.

The second thing, Trailblazer community. It's been mentioned now three or four times and it's because this is the secret sauce of the Salesforce community. People in here are passionate to help you get your career to where you want it to be. There's people there to answer questions to help you out and to take your career to new heights.

That's awesome. And you're going to help some people in this room today.

Awesome.

Thank you, Katherine. Thank you for all you're doing. Okay, so you heard those three stories. Incredible. Of Carlos, you're here. Nana and Catherine, incredible demos. Congrats to the demo team. A lot of technology that you saw and we want you to learn more of it. And of course there is a trailhead for this. Of course there's a trailhead for this. So first of all, if you want to learn more, take advantage of Dreamforce. Go to all of the sessions. Visit the admin meadow.125 sessions for the admins. Join me and Brett Taylor at True to the Core. We're going to talk more about how we're revamping True to the Core so that you can help. That's right. Drive our roadmap. Take the trailhead, take the trail mix, collect the lip balm and enjoy the rest of Dreamforce. Thank you.