Introduction: een impressie van Dreamforce 2019, in English :)
- Location: San Francisco
- Date: 19-22 November 2019
- 4 inspiring and energizing days
- 171.000 people
- 16M online viewers
- 2.700 break-out sessions
- Supporting Act: Fleetwood Mac, Alicia Keys
- Speakers: (full overview and details here: https://www.salesforce.com/dreamforce/speakers/)
- Barack Obama (US President)
- Tim Cook (Apple)
- Emilia Clarke (Game of Thrones)
- Barbara Humpton (Siemens)
- David Beckham (Football Player)
- Megan Rapinoe (Football Player)
Best Practices transitioning to Lightning
1 Clean-up
This is the perfect time to remove redundant and no longer used functionalities and data. Simplify where possible, align where needed
2 Listen
Listen to your end users, give them a voice, you might even learn something from them, have them show you their spreadsheets…
3 Dream
How would it look if you (your end users) could have it all, no boundaries, no budget constraints. Put the dot on the horizon and create a back log
4 Train
Train your end users on the tools, capabilities and processes so they can get the most out of them and have the feeling they are in control
Mobile
1 Lightning UX
The new mobile app will have the lightning look and feel, both on phone and tablet
2 Conditional Visibility of components
Show users only the relevant components they need to see related to the activity they are executing
3 Auto-update in February 2020
The salesforce1 app will automatically switch to lightning in February 2020
4 Manage centrally, deploy instantly
The complete app (look & feel, capabilities and data) can be managed from the online platform and deployed with the click of a button to the salesforce app container
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Einstein Search
Completely new search capability;
- Takes your preferences and scope into account
- Understands normal language e.g. “show me all my opportunities closing this month”
- Search results are shown directly in the screen and actions can be taken from the screen (e.g. create activity, change stage, etc.
- GA ‘20
Einstein Voice (beta 20)
Talk to your CRM system anywhere, anytime
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- Update data: “Hey Einstein, update my opportunity at account x and change the stage to won”
- Ask for insights (via a smart speaker) during your sales management meeting: “Hey Einstein, are we hitting our targets this quarter”. Answer: “ There is a 70% chance you will hit your target, if you want to increase this to 90% I suggest to do the following actions…”
- Record and play back calls for coaching purposes with a visual guideline that jumps automatically to the section of interest
- Build your own Voice capabilities
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Thoughts & considerations
- For Einstein to work properly all data needs to be in the salesforce platform
- Build your own AI vs. using the power of Einstein to model our AI capabilities
- offline requirement vs. working online (mobile)
- Train end users using trailhead and Trailhead Go (mobile)
- All of this is only available in Lightning (not in Classic)