2017 Sessions

We welcome MVP Matt Bertuzzi to speak about his new book Lightning Sales Ops, with tips and tricks for enabling your BDRs to be more successful with Salesforce – all in Lightning!

But why don’t we let him tell you more about it…


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Ran on: March 30, 2017 Private: Matt Bertuzzi

Your end-user training is not working. Salesforce is live and your adoption needle is hovering between give-up and what do we do?

Join me as I walk you through pushing your adoption needle to success by delivering quick training wins and innovating advanced strategies to make your training have a lasting effect on your users.

We will talk about strategic burst training, communications using Salesforce, developing an ongoing training schedule and making it all fun.


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Ran on: March 31, 2017 Private: Rebe de la Paz

With The Nonprofit Success Pack pushing updates every 2 weeks, how can a system admin expect to stay on top of all the new functionality, evaluate how to use it, and determine if it should replace custom solutions?

I plan on going over best practices for staying on top of release announcements, searching through one’s Salesforce instance to see what needs to be activated, and determining if it will be better to move to the new features in NPSP that may be replacing custom built solutions.

What seems like a daunting challenge can be broken down into a few key tasks every few weeks and you’ll have a state of the art NPSP instance that is always taking advantage of all of the amazing new features.


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Ran on: March 31, 2017 Adam Kramer

As the workplace continues to evolve, it is more important than ever to address and multigenerational and cultural evolution challenges.

This topic addresses the ‘why’ behind this priority and how knowing the ‘why’ will have a positive impact on the bottom line. Relationships = Sales = Profit.


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Ran on: March 31, 2017 Deborah Hightower

In this session, we will make a customer community with the Napili template and highlight the features that empower customers to find their own answers and collaborate with you. In under 40 minutes, we’ll have a functional community using the Napili template and the new Community Workspace to set up moderation rules, configure gorgeous pages that leverage knowledge, and provide insights into how you can expand this community for your company’s unique needs! Q&A to follow presentation so bring your questions!


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Ran on: March 31, 2017 Private: Rebecca Lammers

The start of a developer’s project usually starts with the question “what are we building it on?”.

Unite the Connected will discuss the capabilities and needs of building with all devices in mind to function as one.

We’ll investigate how it looks when you build a mobile application, IOT Device and a web application to function under one need for the consumer and founder.

We’ll also discuss the workflow changes that take place when building for a trifecta platform, the proper languages to utilize and the does and don’t around its project management.


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Ran on: March 31, 2017 Private: Marcus Finley

Is switching to Lightning really as hard as I think it is? Do I actually have to rebuild everything in Lightning that I have already built in Classic? Join Admin Evangelist Gillian Bruce to tackle questions like these from a Salesforce Admin perspective. We won’t just tell the Lightning myths, we’ll put them to the test and call them confirmed, plausible, or busted.


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Ran on: March 31, 2017 Gillian Bruce

User experience design is one approach to addressing the issues of unconscious bias often found in today’s technology. Unconscious bias is an often overlooked and undervalued aspect of UX design since the little details seem to be so minor to us, however these minor details can have large and lasting impacts. Designing a user experience without paying attention to unconscious biases is leaving out small changes that, in turn, alienate large demographics of people and shrink your client base.

On the other hand, making these small changes could be just the kickstart your product needs to expand and catch on within other demographics.

This session will detail how to identify and overcome unconscious bias in order to achieve the maximum client or consumer base possible.


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Ran on: March 31, 2017 Private: Rakia Finley

You are not good enough. You’ll never be able to do it on your own. Everyone else seems to know everything about SFDC…you don’t really know anything. What if someone asks me a question and I don’t know the answer? Your inner voice ever say things like this? Mine has. Plenty of times. In this session, I will talk about what’s referred to as Imposter syndrome, how it affected me and stories I have heard from other SFDC professionals who have dealt with these feelings. I will go over tips that have helped me overcome these negative thoughts that held me back in my career, and how facing your fears and relying on the SFDC community can help you succeed and silence the negativity.


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Ran on: March 31, 2017 Amy Oplinger

An introduction to the power of Process Builder – helping you get up to speed on the product by teaching the fundamentals, moving on to some intermediate use cases and inspiring you to reach higher with some more complex step-by-step examples.


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Introductions to the best tools from the Appexchange, Introduction to Trailhead. Salesforce Community, resources to broaden your network including the success community and local user groups.

Best practices for working internally, focusing on creating a Salesforce Champions interdepartmental group.

Lastly benchmarking, how to show progresses with SF and user adoption through reports.


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Ran on: March 31, 2017 Private: Ragin Edwards

As a Salesforce Admin, high utilization and adoption is a major achievement. 85% of Salesforce Users identify data entry as the worst part of their day.

In this session, we will look at ways increase adoption by identifying Salesforce users’ work habits and providing tools to make Salesforce invisible inside of their daily routine. To bring users in, go where they go!


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Ran on: March 31, 2017 Phil Dixon Derek Wyszynski

Flow makes its presence known in the Lightning Experience with Spring ’17! This presentation will walk through how to embed a visual flow in the Lightning User Experience. In it we will create a visual flow for generating a work order based on the content of a customer support case.


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Ran on: March 31, 2017 Private: Ken Noll

The larger an org gets, the more objects, triggers, classes, etc it gets. Also the more people you have to try to make happy by delivering them their own special snowflakes.

By developing this functionality in a separate org and deploying it to your primary org you can iterate faster and compartmentalize functionality easier.

Learn how to package functionality, why you should do it and some of the pitfalls around doing it.


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Ran on: March 31, 2017 Patrick Connelly

Join us as we take a look at the trailhead leaderboard that is open source and was used in this years Trailhead-athon. We’ll walk through how we built it, how you can use it, and all the edits along the way into Lightning! 


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Ran on: March 31, 2017 Private: Phillip Southern

If you talk to a sales rep about a fresh Closed Lost opportunity, they’ll often dismiss the prospect’s buying decision as “wrong” or “irrational.” From their perspective, that may be true — but this approach does little to help you improve your marketing and sales outreach.

In this session, we’ll discuss how you can leverage empathy to better understand what your prospects are looking for and craft messages that are like an arrow through the heart.

Topics Covered:

  • What true empathy looks like
  • Connecting with your buyer’s spoken and unspoken needs  Interpreting digital body language
  • Incorporating empathy into your marketing messaging
  • Developing a deeper understanding about why you win and lose


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Ran on: March 31, 2017 Andrea Tarrell

How Literacy Action is using the Nonprofit Success Pack to track donations and volunteer hours, which Appexchange apps we are using as enhancements, and what’s next for us as a connected nonprofit in training.


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Ran on: March 31, 2017 Amanda Styles

What are the top 5 things that you need to know in order to roll out Lightning Experience (LEX) to your users?

Rolling out Lightning Experience is no easy task for an enterprise company with thousands of users. Complex & highly customized orgs should put together a LEX roll out plan when considering enabling LEX for users.

We will cover the 5 following sub topics:

1. Identify your groups of users & personas
2. Review Lightning Limitations & Gap Analysis
3. Define your scope: Roadmap vs. Current Functionality
4. Develop a strategic roll out plan
5. Develop a clear communication & change management plan


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They may seem scary at first, but formulas are a powerful tool for extending just about everything you do in Salesforce.

I’ll give you tips and best practices for making your formulas shine and get hands on with a few real-world applications for formulas that will help for profits and nonprofits alike get the most out of Salesforce.


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Ran on: March 31, 2017 Private: Michelle Regal


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Ran on: March 31, 2017 Private: Shane Long

Why time tracking is critical for Nonprofits. How to make it easy with mobile technology. 

  • Grant funding relies on volunteer hours. Show that you have an engaged community with time tracking data. Show off improved engagement and impact. Protect your funding with better data.
  • Recognize and reward amazing volunteers. Ensure that each volunteer’s work is noticed. Reward when volunteers hit specific milestones. With solid data, keep volunteer hours transparent.
  •  Empower volunteers to increase impact. Create an environment where volunteers can thrive. Give them the freedom to volunteer when and where they want. Appreciate them based on actual data for recognition. Let your volunteers feel more connected to your goals. 
  • Increase accountability. Keep volunteers accountable while making it positive. Let volunteers see their own hours for a healthy feedback loop. Let technology remove the hassle of managing volunteer hours. 
  • Add volunteer hours to your 990. Show competency by running a successful volunteer program. Increase your funding possibilities. Don’t skip the volunteer hours section


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Ran on: March 31, 2017

A system is only as strong as its users; in this session we will share best practices we have learned for training, engaging and empowering end users at the beginner, intermediate and advanced level as well as advocating for roles dedicated to delegated admins!

Whether you are just rolling out Salesforce, or have been training users for years, we think there is something new to learn for everyone!

Best practices include: 

  • Onboarding tips & tricks 
  • Ongoing training 
  • Assessing end user skills 
  • Investing users in the system 
  • Identifying & leveraging strong users


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Ran on: March 31, 2017 Cassie Supilowski

Have you ever wondered if there are hidden features you don’t know about in Salesforce?  Join Kelly and Chris to find out their favorites.


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Ran on: March 31, 2017 Kelly Bentubo Chris Whitehead

 Many companies shy away from building a system for everyone and tend to leave some business units out.

This session will cover the top 5 things you need to know about managing multiple business units in a single org. Everyone is either acquiring companies or getting acquired..so how do you account for this as a product owner for CRM?

This session empowers product owners and will show real customer examples.

Here are the top 5 areas I will cover:

  1. Define your business units 
  2. Align Functional Business Processes 
  3. Identify SME’s & Decision Makers 
  4. Think GLOBAL! 
  5. Establish a Governance board or Centers of Excellence & Measure Success Audience


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Using continuous integration to coordinate multiple developers on a team and allow them to deliver more with higher quality in a shorter period of time


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Out of the box, Process Builder has limited support for Chatter. It can make simple posts or be fired when a new post is created but there’s no support for Groups, Group Members, Files, or Topics… until now. Introducing Chatter Bot, a set of custom objects and triggers that enables new capabilities for Process Builder so you can automate #nocode business solutions like creating cases when certain topics are assigned to conversations, or post welcome messages to users when they join a group, or notify file followers when a new revision is uploaded. Take Chatter collaboration to new levels at your company with Chatter Bot! Based on my GitHub projects blogged about at https://douglascayers.com/tag/chatter-bot/


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Ran on: March 31, 2017 Doug Ayers

Learn the basics to get you started with visual workflow – how to set up user interaction screens, invoke a flow from a button, from a Lightning page, from a visualforce page, and from process builder.


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Ran on: March 31, 2017 Jennifer Lee

A proven, graphical approach for capturing requirements and driving business analysis. An interactive session which was very successfully run with great reviews at DF16.


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Ran on: March 31, 2017 Ian Gotts Alyssa Abbey

Debugging lightning components has been a huge pain for the developers .This session will show them some advanced techniques using lightning inspector to debug lightning components and accelerate developments


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Ran on: March 31, 2017 Mohith Shrivastava

Are you a Solo Admin? Part of a small team of Admins? In this interactive session we’ll discuss high-level key themes for consideration on config: security, reporting, scalability, user-friendliness, config vs. development, and training. Then, we’ll jump into side-by-side comparisons of the best practices at work around object, field, page layout, list views, reporting, workflow & validation rules, apps & tabs, security, and finally an automation tool decision guide. You’ll leave with a take-home decision guide & best practice handout.


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Ran on: March 31, 2017 Private: Chris Duarte