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Wilson Mar

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Offices, Financials, Roles, Personas, Podcasts, Social media, Communities, Events, Dreamforce, Store


This page presents steps and information for those new to Salesforce to get “plugged in” quickly yet fully.

“Ohana” is the Hawaiian word for “family”. Salesforces uses the Twittr hash tag #SalesforceOhana to describe the inclusive culture it aims to foster. Thus the Hawaiian (Polynesian) decorations and musician at events. PROTIP: The Hawaiian word “Aloha” means hello (and goodbye) has been applied to the feature of Salesforce that, rather than failing installation, allows installation of a package even though it has reached its maximum number of Custom Objects.

Office Locations

The Salesforce Tower (@SalesforceTower) delivered May 2018 is the tallest building not just in San Francisco but everywhere West of the Mississipi – a few feet taller than the Eiffel Tower in Paris:


In other words, Salesforce “towers above” other tech companies in San Francisco. Dreampitches are done in the 40 seconds riding up its 61 stories.

Designed by Pelli, Clarke, Pelli Architects, the top 6 stories is lit by 11,000 LEDs programmed by artist Jim Campbell. Click this picture to see a video of the lobby’s amazing wall-to-wall video wall:

The tower is built on top of former landfill in an earthquake-prone area. And it’s certified LEED Platinum – the highest rating in the US. It’s on Mission between Freemont and 1st (South of the Montgomery BART station), a part of a whole downtown $6 billion re-development that includes the 5-acre Salesforce Park above the Transbay Transit Center public transportation hub.

BTW Benoiff has been working with the city and other businesses to get all 6,500 homeless people off the streets of San Francisco.

Salesforce corporate address is “The Landmark @ One Market”. See other https://www.salesforce.com/company/locations/


Salesforce has not been profitable historically, but its market value (stock price x shares) is among the fastest growing companies. The company has seen a consistent growth rate of 35% year-over-year, unrivaled in the stock market:


  • Microsoft’s $50 billion offer was once rejected.
  • The prediction was for a buyout/merger with Oracle, where Salesforce CEO Benoiff had worked.

  • Trail: Innovation the Salesforce Way [4 hrs 20 mins]


Permissions by Profile

There are many in addition to the 6 standard profiles which can have unique field visibility, page layout, and permissions:

  • Administrator
  • Solution Manager
  • Read Only
  • Standard User
  • Marketing User
  • Contract Manager

Up to 1000 Permission sets per org can be setup to grant additive permissions without changing user profiles.

User Personas

Base on Trailhead module: UX Personas for Salesforce [1 hr 10 min]

A “persona” represents a group of users clustered based on shared behavior, motivations, goals, pain points, or other characteristics. A persona is an archetype that represents a group of users clustered based on shared behaviors, motivations, goals, pain points, or other characteristics. During the design and development process, persona categories stand in for key user groups when making decisions about your product, by representing major differences between groups. Personas can be useful for building empathy and making the users seem real. Effective personas are created based on research and surveys (pdf) to ensure that they reflect the real people who use your product.*
Personas should be based on general work tasks users perform in their roles, rather than just what they do in Salesforce.

PDF: Sales Persona:

  • Data Expert
  • Deal Closer
  • Pipeline Builder
  • Sales Leader
  • Trusted Advisor

PDF: Service Persona

  • Service Admin
  • Case Solver
  • Expert Agent
  • Team Leader
  • Trusted Advisor

PDF: Marketing Persona

  • Designer-Developer
  • IT Services
  • Marketing Manager
  • Marketing Specialist
  • Strategic Leader

PDF: Community Persona

  • Community End User
  • Community Manager
  • Community Admin
  • Community Builder

Stay Informed on Social Media


PROTIP: Drive a lot? Listen to voice-only podcasts while commuting:

  • The Marketing Cloudcast has 99+ episodes since Oct. 2016 on Google Play. It “offers key marketing campaign tactics, popular trends, interviews with marketing leaders, and relevant insights — such as social media stats and data management strategies in marketing today. Hosts Megan Collins ( @CollinsMeMegan) and Tina Rozul (@crozul) dive into topics such as performance on individual marketing channels, marketing career advice, the future of marketing, and beyond.

  • PODCAST about presenters at Salesforce Dreamforce conferences: Blazing Trails since July 2017 on iTunes and SoundCloud.com.

  • PODCAST: The Quotable Sales Podcast by Quotable.com since July 2016 on iTunes and Google Play.

Salesforce employee teams

Here are the social media channels controlled by various teams within Salesforce:

Salesforce Admin Relations Team of evangelists: (email: buttonclickmike@salesforce.com)

Salesforce Developer Relations Team of evangelists: (email: developer@salesforce.com)

Salesforce Engineering team:

Salesforce Product Documentation team:

Salesforce Customer Success team (in the Success Cloud) who helps paying teams up and running:

Salesforce Trailhead team:

  • https://medium.com/trailhead
  • https://www.linkedin.com/company/salesforce-trailhead/

Salesforce Certification Group:

  • https://www.linkedin.com/groups/151420/profile

  • https://www.linkedin.com/showcase/salesforce-admins/ SalesForce Admins on LinkedIn.

Developer forum on Trailhead

Salesforce.org for non-profits:

Salesforce, as a company, pioneered the 1:1:1 model, donating one percent of its time, equity, and product to non-profit organizations via the salesforcefoundation.org


Success Communities

NOTE: https://trailblazer.salesforce.com resolves to https://success.salesforce.com/

LinkedIn Groups

From: https://www.salesforceben.com/the-linkedin-guide-book-for-trailblazers/

Trailhead communities


https://trailhead.salesforce.com/community/students for students in accredited schools

https://toptrailblazers.com/c/ lists communities.

MVP Office Hours #MVPOHMeeting 1st & 3rd Fridays #MVPOHQuestion

Trailblazer Community Corner

Sales Cloud


Sales Cloud Best Practices

Marketing Cloud


Community Cloud

Financial Services Cloud Community

Service Cloud

Nonprofits using Salesforce

Pardot B2B Marketing Automation

Einstein Analytics

Heroku Enthusiasts

Commerce Cloud (Demandware)

Salefsforce Health Cloud



Events (Meet people)


  • https://twitter.com/DenverSfSat, #DenverSalesforceSaturday, https://denversalesforcesaturday.splashthat.com/ by @dougdunfee

https://developer.salesforce.com/calendar is where you find and register for events.

TrailheadDX (Developer eXperience), #TDX18 is May 29-30 with Bootcamp May 30-June 2.

World Tour

  • There is a mobile app (by Debra Nacimento) for the Salesforce World Tour.

Lightning Now Tour at a city near you in 2017 and 2018

Local Meetups

  • salesforce.meetup.com lists meetups secheduled at meetups.com (at $200 per year).

  • https://success.salesforce.com/userGroups

  • https://developer.salesforce.com/dugs

  • bit.ly/TwitchSF by the San Francisco user group

NPSP (Non-Profit Success Pack) website and conferences around the country:

  • https://seattlenpsf.wordpress.com/ is the Seattle Non-profit (ask to be invited to view)

Dreamforce Conference

The Saturday, Sunday, and Monday before Dreamforce are Bootcamp courses for $2,499 (vs. $3,499 at other times).

  • https://www.facebook.com/dreamforce/

  • https://www.linkedin.com/groups/8354546/ Dreamforce Networking group on LinkedIn

Dreamforce is Salesforce’s annual conference, usually 4 days in September (Tuesday thru Friday).

Use https://dreamforce.twibbon.com to make put your profile picture inside a frame, for use in social media.

Before Dreamforce

The Saturday, Sunday, and Monday before Dreamforce are Bootcamp courses for $2,499 (vs. $3,499 at other times).

  • https://www.facebook.com/dreamforce/

  • https://www.linkedin.com/groups/8354546/ Dreamforce Networking group on LinkedIn

Agenda Builder

Take Trailhead Module: Dreamforce & Next Steps [40 mins] to make the most of your time at Dreamforce and keep learning after the event.

The Dreamforce Campus in downtown San Francisco has over 85 rooms in nine different locations.

Free shuttles and pedi-cabs take people between major locations. It’s about 20 minutes from one end of the campus to the other. There is a bike valet in Jessie Square.

Register for a free Expo Pass

Free Expo Pass holders and all other pass holders get access to:

  • Customer Success Expo 10 a.m.–5 p.m. Thursday & 10 a.m.–2 p.m. Friday - has line-of-business zones.

  • Dreamforest is 8 a.m –7 p.m. Thursday & 8 a.m.–3 p.m Friday

Dreamforce drew 170,000 to San Francisco in 2017 (the largest software conference in the world), despite the $2,199 per person cost (before travel and hotels) for the full pass, which provides access to Tuesday or Wednesday events, conference materials, meals, plus:

  • VIDEO: Opening Keynote Oct 8, 2016 [5:16]

  • Welcome Reception

  • Marc Benioff Keynote Streaming Party 2-5 Tuesday and by New Voice Media

  • Dreamfest (7pm+ Wednesday) is the party of the conference hosted by Salesforce, featuring incredible live music, food, and drinks. In 2017 it was held at AT&T Park with Alicia Keys and Lenny Kravitz. Previous Dreamfest headliners include U2, Foo Fighters, The Killers & Green Day.

  • The $1,000 per ticket also gets you in the Dreamfest after-party https://www.theconcertforkids.com/ by Salesforce.org benefitting the UCSF Benioff Children’s Hospitals, at the Civic Center Plaza features Metallica in 2018. After Party Featuring MC Hammer immediately follows the concert.

  • 2,700+ expert-led sessions of 40-minute breakout sessions and 20-minute theater sessions, with majority of them customer led. 25% of all seats (except for those in Hands-On Trainings and a few other workshops) are blocked for walk-ins.

  • Workshops at Dreamforce are facilitator-led sessions with group discussion and exercises that dive deep into a specific challenge and solution.

  • Circles of Success sessions are where facilitators lead 10-person groups in problem-solving exercises.

  • Salesforce Campground.

  • Hands-on Training (HoT) classes are offered for additional fee, where you can learn directly from Salesforce University experts, live and in-person.

  • Half-priced ($99) certification exams

  • Dream Valley gives back to the community.

  • Experience zones?

  • Developer Forest and Admin Meadow are powered by Trailhead

  • Internet of Things (IoT) Cabin

Partner-sponsored parties and events also take place all week long.


Read about preparing for and getting the most from Dreamforce:



The “NO SOFTWARE” mascot, called Sassy (@TooSaaSy, #WhereIsSasSy), is the original mascot for Salesforce. The company’s main number is still 800.NO-SOFTWARE.

Astro, created by Rochelle Truong in 2015, is the racoon in a spacesuit.

The goat is called Cloudy.

Einstein is the mascot of the Salesforce Artificial Intelligence platform. BTW, the likeness to Albert Einstein is owned by Hebrew University in Israel.

The bear is called Codey.

The owl is called Appy. She is associated with AppExchange.

See Kim Shain’s slidedeck about mascot branding guidelines.


The Dreamoji app provides a custom keyboard containing Salesforce emojis you can insert into messages, tweets, etc.

On your iOS device, search for Dreamoji, then Get it. After it loads, in Settings, General, Keyboard, Keyboards, select “Dreamoji”, enable “Allow Full Access”.

When Messaging, click the happy face icon to the right of the text entry field.

On your Android, see https://t.co/UzK0VF7e9G


sf-keychain-150x150-6434.jpg Miss being at a Salesforce event? Buy the branded clothing, office supplies, electronics, all 129+ products for sale at https://salesforcestore.com

PROTIP: Ironically, the site uses ASP.NET and jQuery (rather than React and web services).

More about Salesforce

This is one of a series about Salesforce

  1. Salesforce index

  2. Salesforce Ohana (about the Salesforce organization and people)
  3. Salesforce Glossary (of acronyms)
  4. Salesforce Exhibitors (at Dreamforce)
  5. Salesforce Onboarding (Trailhead and IDEs)
  6. Salesforce Rock Stars (and influencers)

  7. Salesforce Offerings (Clouds, Industries, Domains, GitHub, editions, pricing, features, versions)
  8. Salesforce Certifications (training and exams)
  9. Salesforce Projects, Superbadges, and Sample Apps

  10. Salesforce Project Plans
  11. Salesforce Jobs (within Salesforce, with partners, etc.)

  12. Salesforce Apps (in AppExchange)
  13. Salesforce Alexa
  14. Salesforce Heroku (external apps)
  15. Salesforce DX (Developer eXperience)

  16. Salesforce Non-Profit Success Pack
  17. Salesforce NPSP (Non-Profit Success Pack) performance (with Gatling)

  18. Salesforce Data Management
  19. Salesforce Einstein
  20. Salesforce Selenium (test automation)

Tutorials under construction (listed alphabetically):

  • Salesforce Apex programming
  • Salesforce Apex Testing
  • Salesforce APIs
  • Salesforce Automation
  • Salesforce Bolt
  • Salesforce Customization (objects, fields, page layouts)
  • Salesforce Field Service
  • Salesforce Inbox
  • Salesforce IoT
  • Salesforce Lightning UX
  • Salesforce Mobile
  • Salesforce NPSP (Non-Profit Success Pack)
  • Salesforce Reporting & Analytics (Custom Reports)
  • Salesforce Security
  • Salesforce Selling Success Factors
  • Salesforce Visualforce