Trailblazer Community Session: Solving Common Use Cases using Einstein Bot

 

Motivation behind this

We, Kolkata Developer Group leaders have successfully organized virtual knowledgeable session on Einstein Bot. 

Name: Solving Common Use Cases using Einstein Bot

On: Saturday, December 17, 2022

Speaker: Arunangshu Pal and Santanu Boral

Attendees: 122

Check ins: 42

Organizer: Santanu Pal, Kolkata Developer Group Leader

Event URL: Solving Common Use Cases using Einstein Bot

Agenda

Following topics we have covered:

• Configuring Einstein Bot
• Transferring to Service Agent
• Embedding LWC Component in Einstein Bot
• Implementation of Confetti celebration in Einstein Bot
• Implementation of navigation in Einstein Bot

By the end of this session, you will understand how to handle common use cases using Bot.

Link to the Deck: Session Deck

Recordings

Please find the recordings of the session.

Thank you for joining with us!

Further Reading

Building Service Cloud Einstein Bot and Communicate Components through Lightning Message Service 

My Dreamforce Session LWC 20-20: 20 Tips in 20 Minutes

 

Motivation behind this

 

Dreamforce 2022 is a memorable event where my dream to be a speaker becomes true. I have delivered my first session on LWC and I would like to share the glimpse of my session as well as session deck.

 

Session Details

In this developer-focused session, we’ll explore the potentials of Lightning Web Components (LWC). Learn 20 valuable tips in 20 minutes and start delivering better coding and best practices, including:   

• UI Considerations 
• Use of Reactives 
• Design Considerations  
• Communications and Event Propagations 
• LWC Security

Attendees

175 trailblazers have swiped for this session.

Session Deck

Link to download: LWC 20-20: 20 Tips in 20 Minutes

Promotions from Salesforce

Agenda Builder

Link to Agenda Builder: LWC 20-20

Glimpse of my session

It's a great experience which I can't express.

As theater session is not getting recorded so I have delivered the same session with recording at ApexHours on 4th Jan 2023.

Session delivered at ApexHours

I am thankful to Amit Chaudhary for giving me opportunity to host same session at ApexHours.

Finally, thank you for reading!

Further Reading

• Salesforce Lightning Web Components Cheat Sheet
• Salesforce JavaScript Developer I Certification Cheat Sheet - 6 Pager

Trailblazer Community Event: Kolkata Trailblazers Connect Pre-winter 2022

 

Motivation behind this

 

2 Trailblazers community groups have successfully organized in-person event on 26th Nov,2022 and it has a great time meeting with Kolkata Trailblazers. Being group leader I would convey my thanks to all of them.

Organizers:

Salesforce Developer Group, Kolkata, India

Salesforce Marketer Group, Kolkata, India

Venue:

Webel IT Park Tower 1, BN4 , Salt Lake Sector V, Kolkata 700091

Attendees: 30

Event URL: Kolkata Trailblazers Connect Pre-Winter 2022

Sessions:

1) LWC 20-20: 20 Tips in 20 Minutes

Speaker: Santanu Boral

In this developer-focused session, we’ll explore the potentials of Lightning Web Components (LWC). Learn 20 valuable tips in 20 minutes and start delivering better coding and best practices, including:

• UI Considerations
• Use of Reactives
• Design Considerations
• Communications and Event Propagations
• LWC Security

Same session has been delivered during Dreamforce 2022.

Link to the Deck

2) Managing Business Exceptions using Flows

Speaker: Santanu Pal

The session covers:

• Basics about Exception and Error
• Manage exception from Batch Class
• Manage exception from Screen Flow
• Manage exception from Auto Launched Flow
• Adhering Best Practices to manage exceptions by Flow

By the end of this session, you will understand how to handle exceptional scenarios by Flow

Link to Event Deck

Glimpse of Event

Join with us at our Telegram Channel

Thank you for joining with us!

Trailblazer Community Event: Kolkata Trailblazers Connect

 

Motivation behind this

3 Trailblazers community groups have successfully organized in-person event on 6th August,2022

Organizers:

Salesforce Developer Group, Kolkata, India

Salesforce User Group, Kolkata, India

Salesforce Women In Tech Group, Kolkata, India

Venue:

PricewaterhouseCoopers Pvt Ltd

Attendees: 70

Link to the Deck: Kolkata Trailblazers Connect

Glimpse of Event

Join with us at our Telegram Channel

Thank you for joining with us!

Virtual Internship Program 2022 - Salesforce Career Path

 

Motivation behind this

There is a huge demand on Salesforce market in India and by 2026, it will produce 1.3 million direct and indirect jobs. I was fortunate to be part of Cohort program on 25th July connecting with 3000+ students across India which motivates me to share this awareness through my small initiative.

Let's explore about this program.

Program Outline

The Salesforce Supported Virtual Internship Program is designed to enable 20000 learners on salesforce technologies across the country. The program was launched on 30th March 2022 and successfully completed cohort 1 with 9000+ embarked on the journey and close to 4000+ learners completed and joined the Salesforce talent pool.

Reach to Program Details: https://smartinternz.com/salesforce-virtual-internship-program-2022

Benefits of this program:

• It is free of cost.
• 120 hrs. of overall learning experience
• Hands-on Bootcamps, Project work and Mentoring support
• Acquire Super Badges on Trailhead platform
• Receive Virtual Internship Completion Certificate
• Students can submit the certificate to apply for academic credits subject to approval from College/university or affiliated state/central university as per UGC/AICTE norm and guidelines.
• Develop interview skills through an exclusive soft skills training
• Access to career fair with networking opportunities (via Interested Partners)
• Get prepared for Salesforce Professional Certifications

Isn't that great?

Program Details

• Program Duration: 12 months
• Virtual Internship Tracks:
• Salesforce Administrator
• Salesforce Developer Catalyst
• No. of Cohorts: 4 (one for each quarter)
• Cohort Duration: 3 months (April - June, July - Sept, Oct - Dec, Jan - March)
• Eligibility: Current Students - (Bachelors in Engineering, Sciences, M.Tech/M.B.A/M.C.A. etc)
• Region: India

Program Structure

How Salesforce Developer Catalyst Journey looks like:

End of the program certificate

I have come across this certificate from LinkedIn post:

Key Contacts

• Yudhisther Yadav From Salesforce: LinkedIn, Twitter
• Shiva Kumar From Salesforce: LinkedIn, Twitter
• Amarender Katkam From SmartBridge & SmartInternz: LinkedIn
• Nitin Jain From SmartInternz: LinkedIn

Cohort 2

I got invited and participated Cohort 2 and it was quite an exciting event. Here is some glimpse:

Find the Cohort 2 event here below:

Wishing this career program a great success!

Tips for passing Salesforce Business Analyst Certification

 

Motivation behind this

Salesforce has announced Business Analyst certification and it is available from 11th July, 2022. The day it is available I have cleared that on same day. As business analyst is an integral role in any projects which drives me to appear for this exam. Honestly it is fairly an easy exam to pass and questions are quite straight forward.

Sharing my tips to prepare and pass this certification for trailblazers.

Exam Outline

Trailhead link: Salesforce Business Analyst Certification Prep

Content: 60 multiple-choice / multiple-select questions and 5 non-scored questions.

Time allotted to complete the exam: 105 minutes

Passing score: 72%

Registration fee: USD 200 plus applicable taxes as required per local law

Delivery options: Proctored exam delivered in an online proctored environment

References: No hard-copy or online materials may be referenced during the exam

Prerequisite: Salesforce Administrator Certification

Topics

Topics	Weighting
Customer Discovery	17%
Collaboration with Stakeholder	24%
Business Process Mapping	16%
Requirements	17%
User Stories	18%
User Acceptance	8%

Preparation

Trailmix: Prepare for your Salesforce Business Analyst Credential

Exam Structure

First time I found that for each question there are only 3 options and only one option to choose. As there are no multi-choice answers, so it will be less confusing on choosing the answers.

Few Important points to cover for exam

Customer Discovery

Key activities of BA

• Communication - listening, open communications
• Elicitation - understanding of project goals, what stakeholder wants
• Documenting Requirements - clear, concise
• Analyzing information - how to achieve team's business goals
• Facilitating solutions - identify options
• Implementing solutions - make sure running smoothly
• Testing - training materials to support implemented solutions

Journey Map

• Better team alignment
• Strategic thinking
• Deeper understanding of customer pain points
• A stronger case of innovation
• A guide to measuring impact

Empathize your customer

• Embodying - We heard your complaint, and we get it. We’ve been there.
• Shadowing - Look for patterns, Consider dominant env. dynamics, Observe entire process, Take notes, Prepare for technical issues.
• Interviewing - Stakeholder and Customer interviews
• Golden rules of shadowing & interviewing
• Get permission to record
• Keep things informal and human
• Ask open-ended questions
• Practice active listening
• Ask why
• Don't go it alone
• Cross bridge from today to tomorrow

Business Analyst Best Practices

• Learn Customs of Customer
• Describe benefits of business flow diagram
• Importance of language of customer
• Recognize danger of focusing only on responsive teams
• Schedule for success
• Lead meetings that are more productive and appreciated.
• Recognize the danger of solution before knowing all requirements
• Benefits of quick win early in a project.
• Advocate for Customer
• Consider whole organization which working with a single team
• Recognize danger of taking orders without a question
• Benefits of thoroughly testing a solution
• Commit to habit of improvement
• Importance to develop testable benchmarks
• Benefits from receiving feedback
• Plan to improve own skills

Customer centric discovery

• Gain insights into your customer's business challenges
• Share those insights with your customer
• Inspire & Connect, lead them to new opportunity, improve the way they work
• Know your customer
• Goals, values, Initiatives, Strategies, Obstacles
• Know who are the people
• Role they play, key principles, Challenges they face
• Be Your customer
• Empathy, Curiosity and engagement
• Identify common ground
• Develop a genuine interest in your customer's business
• Look for shared experience
• Connect with your customer
• Be sincere
• Follow your insights with an empathetic statement
• Get customer's opinion by asking open-ended questions
• Show a notable quote that your customer said before
• There levels of issues
• Level1: tactical or technical issues
• Level2: Overall business consequence
• Level3: Personal impact on their customer
• Create with your customer
• Review the challenges
• Storyboarding your vision for future
• Draft a plan

Application Lifecycle & Release Management

• ChangeSet development
• Org development
• Package development

Essential BA skills

• Information discovery
• Analysis & Synthesis
• Communication, Collaboration and Documentation

Explore techniques of information discovery

• Who, what, where, why, how
• where to find key information
• project history
• Analysis
• Enterprise, Structural, Stakeholder
• Elicitation
• Brainstorming
• Document analysis
• Focus Groups
• Interface Analysis
• Interviews
• Observations
• Process Modelling
• Prototyping
• Requirement Workshop
• Surveys/Questionnaire

Few more in this area:

• User Adoption
• Importance of Customer 360
• Building prototyping & pitching ideas
• Write the way BA writes the requirements

Collaboration with Stakeholders

Scrum & Kanban

• Scrum Values
• Focus
• Courage
• Openness
• Commitment
• Respect
• Roles of Scrum master, product owner, the Team, SME, TPMs, Functional Manager
• Kanban
• Visualize workflow
• Limit WIP
• Incremental and evolutionary change
• Kanban includes metrics
• Use Kanban if it’s necessary to change directions often, minimize disruptions to a plan, and start the urgent work quickly.
• Use Scrum if you’re managing a large planned project, your team can commit to a 2-week chunk of work, and the stakeholder can wait until the end of the sprint for the team to start the work.

Develop Trust

• Create a personal connection
• Be transparent and truthful
• Act on feedback
• Own up to your mistakes
• Be Consistent

Influencing Styles (which style to use)

• Collaborative
• Assertive
• Analytical
• Accommodative
• Inspiring

Respond to people with empathy

• Sympathy - includes emotion
• Empathy - other person’s perspective and emotions, communicates these back to them, and withholds judgement

Develop skilled Relationships

• Accept and celebrate a diverse workplace
• Develop active listening skills
• Expand other communication skills
• Take time to support those you lead
• Manage technology and anticipate its impact
• Share your wisdom and invite the wisdom of others
• Develop honesty and trust

Content Strategy

• Craft Ursa Major’s content vision and get buy-in from stakeholders.
• Learn about customers and map their end-to-end journey.
• Evaluate existing content to identify gaps and opportunities.
• Define, pilot, and evangelize the strategy.

Virtual Story Boarding

• Clear your mind
• Design the right message
• Eliminate buzzwords
• Plan your words and images
• Practice with a layperson

How to maximize audience engagement

• Pause throughout
• Tee up with teammates
• Confirm with your audience
• Ask follow-up questions
• Create a “parking lot"

Process Mapping

• Make understanding and communicating the process much easier among teams, stakeholders, or customers.
• Help identify flaws in the process and where improvements should be made.
• UPN (universal process notation) is a simple way to document processes

Best practices of process mapping:

• Apply business process mapping to the right types of processes
• Be clear about the focus of your process mapping
• Get someone skilled to map your processes
• Validate your maps
• Don’t fix your processes until they are fully mapped
• Build the right team
• Keep it simple
• Work with your stakeholders

How to build your Salesforce journey

Business Process Mapping

Focus on User Experience

• Design Process
• Empathize
• Define
• Ideate
• Prototype and test
• Define project scope and Requirements
• Personas
• Jobs to be done
• Constraints
• Technical
• Business
• Design
• Stakeholders
• UX Artifacts
• Journey Map
• Service Blueprint
• Ecosystem map
• Empathy map
• Mental map
• Storyboard
• Screens and prototypes

Governance basics

Why?

• Compliance
• Risk assessment
• Cost efficiencies
• Velocity

Few other indicative areas as follows:

• How to construct a user story
• As a < who >, I want < what > so that < why >.
• Change Management
• Setup Audit Trail and usefulness
• Version Controlling through GitHub
• Different types of testing
• BA role during UAT
• Which sandbox is useful in what types of testing
• Suggestions of UAT of LDV (Large Data Volume)
• Volume
• Average vs peak performance
• Load simulation pattern
• Actual production data vs test data
• Timings of test

Documentation Flow

That's all I can remember and thanks for reading!

Further Reading for other certifications

List of my blog posts on Salesforce Certifications