Salesforce Reading User Group 2nd May 2024 event

2nd May 2024 Salesforce User Group.pdf

1. Reading Salesforce
Community
Group
Meeting
02 May 2024

2. Welcome to
Salesforce User Group
Reading
Harish Gottipati
Debra Carlyle
Sowmi Srinivasan

3. About today
6:00 PM Doors open
6:30 PMNetworking, drinks & pizza
7:00 PMIntroduction to Salesforce Industries by
Kedar Budukh
7:15 PMSalesforce DX Project using GitHub Actions
by Nigel Hughes
7:30 PMOur Famous Duck Race
7:45 PMSpring'24 Updates by Debra
8:15 PMMore networking and discussions
8:30 PMDoors Close

8. 8
Cloobeesand Salesforce Confidential
Introduction to SF Industries

9. 9
Cloobeesand Salesforce Confidential
Agenda
•About us
•Evolution & Merger
•What is on offering?
•How is it different?

10. 10
Cloobeesand Salesforce Confidential
Introduction
•Maharashtra, India →Solapur
•With 21 Years of Experience in Telecommunications
•More than 10 Years in Salesforce ecosystem, 4 Years into SFI
•2+ Years with Cloobees as Principal Technical Architect
•Like to play and watch Cricket
•Support Environment, volunteer with 'People Planet Pint' sustainability events

11. 11
Cloobeesand Salesforce Confidential
Who we are
Award-winning Salesforce Consulting
Summit Partner that specialises inSalesforce
Industries.
We provide implementation services and
service management servicesfor the most
complex Salesforceprojects.
8004.847>200
Salesforce CertificationsAvarage CSATOfficesExperts

12. 12
Cloobeesand Salesforce Confidential
Meet theFounders
MARCIN CIESIELSKI
Former PwC Poland Partner and
CEO of PwC IT Systems .
20+ years of experience
deliveringcustomer centric
solutions predominately in Telco,
Energy, and Fins market sectors.
Wants Cloobees to be an
environmentally conscious
organisation.
MIKO DOLATA
Former UK delivery director at
Bluewolf and IBM Associate
Partner.
20+ years of experience in
Communication sector as part of
PwC and IBM.
A champion for workplace
diversity. Creating a fun and fair
place to work.
FILIP KOHMAN
17+ years of experience leading
complex implementation
programmes for Telecom and
Financial organisations.
Believes in developing accelerator
solutions to enable customers to
benefit from accelerated time-to-
market-value.
JAKUB WASIELEWSKI
Former Chief Executive of Outbox
Group (Acquired by PwC)
20+ years of experience in
providing CRM implementation
services.
Passionate about Customer
Success and maintaining long term
customer relationships that enable
continuous improvement.
Headof Marketing Head ofCloobeesPL Head of OperationsHeadofCloobeesUK

13. 13
Cloobeesand Salesforce Confidential
Vlocity : Evolution & Merger
•Another managed package app on Force.com platform
•San Francisco-based cloud CRM apps company founded in 2014
•Intended to deliver Industry-specific Customer Experiences
•Helped companies to deliver unified, industry-specific customer
experiences in customer-centric industries
•Served companies in the Communications, Media and Entertainment,
Energy and Utilities, Insurance, Health, and Government industries.
•Pre-embededIndustry-specific functionality, Best practices and Business
Process to make adoption and integration easier
•February 2020, Salesforce acquired Vlocityfor $1.33 billion in an all-cash deal.

14. 14
Cloobeesand Salesforce Confidential
Success through competitors

15. 15
Cloobeesand Salesforce Confidential
What is on offering? --EPC
Shared Product
Catalog
•Enterprise Product Catalog
•Compliant with TMForumSID
model
•Supports complete Product
Lifecycle
•Allow to create foundational,
re-usable building blocks
•Offers unified & easy to use
interface to design Products

16. 16
Cloobeesand Salesforce Confidential
What is on offering? --CPQ
•What is the Price of the Product ?
•Is it a One Time or Recurring
Price?
•What is the Price, Cost to
company and What are my
margins?
•Can I assign more than one Price to my
Product & decide which Price to apply
when?
•Can I assign different prices to
different types of Customers in
different regions?
•Can I discount a loyal Customer with
% or an absolute value?
•Can I offer promotional price only for
first 3 months to customers purchasing
combination of Products?
•Can I get recommendation of Products
for up-sell & X-sell opportunities?
•Can I calculate prices in different
currencies referring the latest conversion
rates?

17. 17
Cloobeesand Salesforce Confidential
What is on offering? --CLM
•Contract has different objectives to
different Stakeholders.
•Different Contract lifecycles for types
of Customers
•Dynamic generation of Contracts
depending on Customer, Products
•Version Control for Contract
documents
•Framework Agreement

18. 18
Cloobeesand Salesforce Confidential
What is on offering? –Order Mgmt.
•Can convert Commercial Products into
Technical Products
•Dynamically generate product specific
Orchestration Plans
•Integrate Salesforce with various
downstream fulfillment systems
•OOTB Fallout handling mechanism
•Supports in-flight requests like Order
Amendment & Cancellation

19. 19
Cloobeesand Salesforce Confidential
What is on offering? –OmniStudio
Platform.
•OmniScript–Design guided business
process
•Integration Procedure -Declarative Server-
side Processes
•DataRaptors–Declarative tools that
perform DML & DB Read operations
•FlexCards-User-friendly visual designer to
create UI experience for end user

20. 20
Cloobeesand Salesforce Confidential
ThankYou

22. ABOUT ME

23. AUTOMATING FAILURE:
FAIL FAST, FAIL OFTEN, FAIL CHEAP
Nigel Hughes

24. CONTENTS
24
oIntroduction
oTooling
oHow
oSummary
Automating Failure

25. INTRODUCTION
Fail fast is a key principle behind Agile software development.
Many small, low-cost failures are better than a large & costly big failure.

26. TOOLING
oSalesforce Code Analyzer
o“Write better, performant, secure code” … "Identify and
tackle problems earlier"
oProjectDeploy Validate
o“Use this command to verify whether a deployment will
succeed without actually deploying the metadata to
your org.”
Automating Failure

27. HOW TO GET THERE
27
VS Code
oDon't ignore the problem
tab
oSalesforce Extension Pack
(Expanded) extension
includes Apex PMD &
ESLint
sfscanner run
oScan your code regularly
for potential problems
Build Pipeline
oIntegrate Salesforce Code
Analyzer into your CI/CD
process
Automating Failure

28. SUMMARY

29. THANK YOU
Nigel Hughes
[email protected]
https://linktr.ee/nigelhu

41. Thanks for
attending tonight!