Welcome to Salesforce Indiana Innovation Day! 12:00 1:00pm Registration and Networking Lunch

Transcription

1 Welcome to Salesforce Indiana Innovation Day! 12:00 1:00pm Registration and Networking Lunch

2 Welcome to Salesforce Indiana Innovation Day! 1:00 1:10pm Opening Remarks

3 Welcome to Salesforce Indiana Innovation Day! Keynote The Power of Salesforce, Use Cases and More 1:10 2:00pm John D. Conley Senior Director, Public Sector Salesforce

4 Lightning Platform The fast, easy, and fun way to build apps Indiana Innovation Day June 2018

5 Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

6 Fourth Industrial Revolution Artificial intelligence is transforming every experience 1 st Industrial Revolution Steam 2 nd Industrial Revolution Electricity 3 rd Industrial Revolution Computing 4 th Industrial Revolution Intelligence 1700s 1800s 1900s Today

7 The Power of the Lightning Platform Multi-Tenant Infrastructure Metadata-based Single Code Base and Shared Infrastructure Unbreakable Customizations Integrations and customizations auto-upgraded Automatic Upgrades 50+ Major Releases (3x per year) Open & Extensible API-First Architecture AppExchange Apps

8 The #1 Enterprise Trusted Platform For building industry-compliant apps Secure Data Centers Backup and Disaster Recovery Real-time Replication Third Party Certifications Customer Audits HTTPS Encryption Penetration Testing Advanced Threat Detection Secure Firewalls IP Login Restrictions Identity & Single Sign On Password Policies Two Factor Authentication User Roles & Permissions Field & Row Level Security Infrastructure Network Application

9 Lightning Platform is an Industry Leader in App Dev Application platform and mobile application development platforms Magic Quadrant for High Productivity Application Platform as a Service, Worldwide April, 2018 Analysts: Paul Vincent, Van L. Baker, Yefim V. Natis, et al. Magic Quadrant for Mobile Application Development Platforms, Worldwide June 12, 2017 Analysts: Jason Wong, Van L. Baker This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Salesforce. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

10 Lightning Platform Drives Customer Success

11 Salesforce Changes How You Approach App Development Where do you want to spend your time? Apps Operations Time Apps Operations Infrastructure Infrastructure Legacy Platforms Salesforce

12 Today, Everyone Has an Idea for an App Technology has the potential to transform everyone s experience Health Procurement Recognition Finance Legislation Mentoring Compliance Visitor Log Cases Onboarding Recruiting Your Customers Your Employees Your App Idea

13 IT Doesn t Have the Resources to Deliver on Every Idea The Developer Gap 1.4M Developer Jobs 3x more demand for IT than are being educated 400K Computer Science Students

14 Empower Business and IT to Work Together On the Lightning Platform Drag, Drop and Configure Program for Advanced Functionality Business Admins build apps with pre-built components, adding fields, workflows, data sources, and layouts with clicks, not code Developers build apps in their favorite languages, accessing rich frameworks and APIs, then deploying instantly from the command line

15 Empower Everyone to Build Apps and Experiences One platform for your customers, partners and employees Lightning Community Builder Lightning App Builder LOW-CODE Salesforce DX AppExchange Heroku NO-CODE CODE Toya Gatewood Salesforce Admin Jordan McDaniel Developer & Architect BUSINESS USERS DEVELOPERS

16 Every App Comes with Powerful Services Built-in Why build every piece of functionality from scratch? Artificial Intelligence Workflow Engine Security & Access Controls Collaboration Multi-Language & Currency APIs Mobile Access Search Identity Reports & Dashboards

17 What can you do with the Lightning Platform?

18 What you can do with the Lightning Platform Transform App Development Accelerate Any Business Process Extend Service Functions

19 What you can do with the Lightning Platform Transform App Development Accelerate Any Business Process Extend Service

20 Customize Service Your Way With Lightning Platform s point-and-click tools Create Custom Fields Specify User Access and Permissions Automate Processes Consume APIs Relate Objects to Each Other Setup Quick Actions Optimize your Mobile Experience Lightning Platform

21 Empower Everyone to Improve the Customer Experience Build apps to help support your customer experience goals Project Management Governance Licensing Intake HR Onboarding Recruiting Benefits Operations Cases Inspections Fulfillment Finance Compliance POs Monthly Close Marketing Quality Control Licensing Projects Legal Files Case Management Time Keeping

22 Colorado Health Care Policy and Financing Trailblazers in Action Mission Improving health care access and outcomes for the people we serve while demonstrating sound stewardship of financial resources Colorado Government embodies core of the industry... Firm belief that total health depends all sectors working together to promote policies and activities that support health while also adapting to changing legislation The introduction of the ACA brought an increased number of HCPF customers, requiring new level of scalability without sacrificing quality of service Transformational Tools on a Modern, Digital Platform Introducing the new Customer Contact Center an open, innovative platform, designed for speed and built for trust Measurable Results, Holistic Impact 3 dimensions of new capabilities in just 3 months: (1) better service, faster, (2) new service channels, and (3) supports single platform vision. CO HCPF s investment in a digital contact center is an investment in its mission 6.5 minutes reduction in average call time 54% 12% correlated reduction in call abandonment rate 22

23 City and County of Denver Trailblazers in Action PROFILE: An increasingly popular city #2 spot on the 2017 US News and News and World Report Best Places to live. MISSION: Maintain an Outside-In Approach Keep Denver safe, maintain county-wide sustainability, and provide new opportunities for the community s next generation of 680,000 people and counting rapidly. CHALLENGE: Mile High Growth in the Mile High City Denver welcomes average of 1,000 new residents each month, emphasizing the need for scale across city services. Christine SOLUTION: Digital 311 and Case Management Platform Built on Service Cloud, Denver took case management digital, opened up new 311 service channels, and integrated data analytics. IMPACT: Connected people, process, and data Connected platform: front end experience back end mission execution. More service channels and insights help us determine where we should be dedicating our resources, and what things we should be working on to make it easier for our citizens to connect with our government, said Binnicker. 23 second reduction in average call time $7,000+ saved by taking just 4% of cases digital in the first six months alone The mayor would like to create a customer experience that makes people say I can t believe this is government. Binnicker, Deputy CIO for the City and County of Denver, Technology Services. 23

24 What you can do with the Lightning Platform Transform App Development Accelerate Any Business Process Extend Sales and Service

25 Data is More Valuable in Salesforce than in Spreadsheets Standardize information and make it more useful in object format Spreadsheets Objects Columns Fields Records Rows

26 Wyoming Office of State Lands and Investments Trailblazers in Action PROFILE: WY OSLI is all about trust. Literally. WY OSLI is a revenue generating agency that manages the State s collective 7.3M acres of trust land land that was issued in a trust by the Federal government in MISSION: Looking ahead to Wyoming s future. Effectively managing natural resources and funds for current and future generations revenue from state lands fuels public institutions, like WY s education system. CHALLENGE: Digital priorities drive digital projects. Statewide initiative to automate and digitize records served as a call-to-action: deploy an allencompassing solution, flexible enough to support WY OSLI s variety of programs. SOLUTION: Introducing SLAMS. Surface Land Asset Management System: an integrated application library on the Salesforce Platform. IMPACT: Noticeable success, inside and out. For us, it s not just a business function but also a change in culture that has been infectious, and it s still going on. Our system and the success of it is a major piece of that. Ben Bump, Assistant Director for WY OSLI. WY OSLI shows how an app-based strategy becomes a core platform strategy Faster time-to-market across the agency: more teams are leveraging and replicating apps OFFICE OF STATE LANDS AND INVESTMENTS 26

27 What you can do with the Lightning Platform Transform App Development Accelerate Any Business Process Extend Sales and Service

28 Create Custom Objects Specific to Your Needs Across every organization, department or team Equipment Events Vehicles Applicants Inspections Property Evaluations Shipments Projects Flights Consultations Contracts Lightning Platform

29 Texas Department of Information Resources Trailblazers in Action PROFILE: The GSA of the Lone Star State 200 employees work on behalf of colleagues to bring the latest technology into the state, streamlining the procurement process and making better use of taxpayer funds. MISSION: Serve the Government that Serves the People Provide technology leadership, solutions, and value to Texas state government, education, and local government entities to enable and facilitate the fulfillment of their core missions. CHALLENGE: Modern Day B2B vs. Modern Day B2G As essential as the procurement process is, the operations behind it still tend to use paper-based processes for issuing RFPs and evaluating vendor proposals. But not in Texas. SOLUTION: Introducing BidStamp Procurement application on the Salesforce Lightning Platform that took paper-based procurement process digital, automating workflows and streamlining the processing of solicitations and contracts throughout the procurement lifecycle. IMPACT: Whole of Texas follows DIR s lead A more junior admin [within DIR] started using Salesforce, became very entrepreneurial, and started developing applications on her own. She was not really an IT person to begin with, but learnings from others using the Platform helped her leapfrog the innovation process Apps built in weeks, not months Time now required to launch a new application 25+ Apps are now live across the State of Texas 29

30 What s in the Lightning Platform?

31 What if you Wanted to Build an App? Traditional platforms aren t designed to empower anyone Meet with IT Gather Requirements Build Project Plan Secure Developer QA Testing Procure Infrastructure Build Security and Compliance App Deployed

32 What Would it Take to Recreate our Platform? Programmatic Logic Predictive Insights Test Environments Monitoring CI/CD Storage CDN JavaScript Framework Integration Analytics Search Logging Exception Handling LMS Workflows Task Management Network Services Collaboration Backup Error Handling CMS Identity Intranet Development Tools Reporting Alerts & Notifications Encryption NLP Database Hardware Messaging & Queueing Big Data Machine Learning Disaster Recovery Security SSO Caching Compliance Auditing Database Storage UI/UX ALM IoT Surveys Firewall Data Governance Network User Management

33 Create Rich Apps and Websites with Low-Code Tools Drag-and-drop tools empower declarative developers Lightning App Builder For Internal Apps Lightning Community Builder For External Websites and Portals

34 Install Pre-Built Apps from AppExchange The fastest path to business impact is with pre-built apps, components and templates 5M App Installs Conga Talkdesk 4K AppExchange Apps MapAnything Propel Financial Force Sage People No-Code ncino Veeva Iulia Creanga Distributor Portal Director

35 Schema Builder Design your connected data model without code Map Data Visually Add new custom objects and fields, and orchestrate their relationships visually Edit in Real-Time Modify your data model in minutes Make your Data Easily API- Accessible Give pro devs access to your data through automatically created API end-points Mary Olson Fajimi IT Development Manager Look for these icons. They are the specific Trailhead badges available at: trailhead.salesforce.com Data Modeling

36 Lightning Process Builder Easily automate business processes without code Design Powerful Workflows Quickly Automate any process with actions and triggers Configure with Point-and-Click Develop new processes with an intuitive UI Extend Processes Anywhere Deploy workflow once across every device Process Automation Tami Lau Sr Programmer

37 Lightning App Builder Compose rich apps and pages with drag and drop ease Build Apps in Minutes not Months Assemble pre-built components on a visual canvas, bringing concepts to life fast Unlock the Power of Components Built by Salesforce, your development team and AppExchange partners Instantly Available on Mobile Build your apps once, then access on any device through the Salesforce mobile app Jen Oleksiw VP of IT Lightning App Builder

38 Lightning Design System Build pixel-perfect apps using our design guidelines and CSS framework Create a Consistent User Interface Build experiences in-line with Lightning principles, best practices and design language Practical Resources at your Fingertips Leverage our CSS framework, icons, font, and design tokens to help you build apps Based on Four Key Principles Clarity, efficiency, consistency, and beauty Lightning Design Sterling Keaton Salesforce Developer

39 Foster Collaboration with Chatter Share expertise, files, and data across your company on any device Drive Productivity Connect, engage, and motivate employees to work efficiently regardless of their role or location Accelerate Innovation Provide a forum for anyone to share insights or propose new ideas. Share Knowledge Share knowledge, files, and data to connect with experts from across your organization Chatter Basics

40 Salesforce is Your Gateway to Enterprise Mobility Instantly make your employees mobile All of Salesforce in One Mobile App All your Customizations Accessible on Any Device + 25% Employee productivity + 1.5M Salesforce Mobile App Monthly Active Users Salesforce Mobile App Customization

41 The soul of your company in every mobile experience Publish Your Own Branded App Publish the Salesforce App on the App Stores with your own icon, name, and colors Go from Idea to App in Days Build, publish and modify your app in minutes with App Builder and Bolts Partners Empower Your Entire Community Engage your employees, partners and customers with branded mobile experiences Employees Customers My Brand Branded Mobile Apps with Lightning Platform

42 Powerful User Management Gives You Control Easily setup users and control how they view and edit your business data Reset passwords Freeze users Edit users Manage permission sets Create new users Determine feature and record access Establish profiles Create role hierarchies Setup sharing rules Login as any user User Management

43 Get Started with Trailhead Guided learning makes the Lightning Platform engaging and fun Platform Basics Lightning Components IoT Basics 6M+ Badges completed 300+ Badges available Visit trailhead.salesforce.com and get started today Liezele Dizon-Tosco Salesforce Admin

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45 Welcome to Salesforce Indiana Innovation Day! Networking Break 2:00 2:15pm

46 Welcome to Salesforce Indiana Innovation Day! Customer Story The Platform in Action, BOSMA and Visionforce 2:15 3:00pm Heather Quigley-Allen Regional Vice President, Nonprofit and Higher Education Salesforce

47 Customer Story: Bosma Enterprises Making the world a better place for people who are blind Indiana Innovation Day June 2018

48 Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

49 Customer Overview Empowering people who are blind through training and employment Since 1915, Bosma Enterprises has been navigating blindness by providing job training, employment services, rehabilitation and outreach programs for people, from adolescents to seniors Comprehensive, center-based rehabilitation In-home training for seniors Student training and employment program Employment for >100 people who are blind in unique, social enterprise setting 2 nd Industrial Revolution Electricity 3 rd Industrial Revolution Computing 4 th Industrial Revolution Intelligence You don t have to do anything special to employ someone who is blind or visually impaired. And we can show you exactly how to do that with Salesforce.

50 Bosma s Salesforce Story VisionForce 30 different systems No integration Not Accessible Unreliable, end of life Single Salesforce instance Sales, Service, Marketing Clouds 14 App Exchange Partners Sales, Customer Service ERP, Accounting, Warehouse Programs, Fundraising Single Point of Entry Fully Accessible Data-Driven Decision Making Disaster Recovery Operational Efficiencies Challenge Solution Results

51 VisionForce

52 Keys to Success Governance and Program Management Create a sense of urgency with the executive team- directly tied to the mission Build an unbelievable team to get the job done Write a change statement that ties to all project metrics Carry out the project plan, then communicate with all stakeholders every step of the way Allow key users to be empowered to make decisions about processes and data Create short term wins tied to KPIs Institutionalize the change

53 Lessons Learned Change management Process Manage parallel workstreams carefully Technology Whenever possible, use native functionality and avoid custom code Have a plan for managing of multiple consultants, app vendors, stakeholder groups People Executive sponsorship and management buy-in are key Be prepared for the fear of change Train, train, train some more, and the then train again Monitor adoption and address issues early and often

54 What s Next Training the next generation of Salesforce Administrators BosmaForce is being taught by veterans TJ McElroy and Richard Holleman, both of whom are among the first blind U.S. veterans to become Salesforce Certified The class will be taught with Trailhead, using assistive technologies like Job Access With Speech (JAWS) screen readers and ZoomText McElroy and Holleman developed the curriculum in close partnership with Salesforce accessibility specialist Adam Rodenbeck, who is also a former Bosma Enterprises employee The pilot class includes seven students from Indiana and Illinois, all of whom are blind or visually impaired

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56 Welcome to Salesforce Indiana Innovation Day! State and Local Roundtable and Q&A 3:00 3:30pm

57 Welcome to Salesforce Indiana Innovation Day! Technical Session and Demo 3:30 4:00pm Mike Yeganeh Senior Director, Solution Engineering Salesforce

58 Welcome to Salesforce Indiana Innovation Day! Partner Implementation 4:00 4:30pm John D. Conley Senior Director, Public Sector Salesforce

59 Welcome to Salesforce Indiana Innovation Day! Closing Remarks 4:30 4:45pm