Welcome to the modern developer experience that will change the way you build Salesforce applications. Whether you’re an individual developer or working in a large team, Salesforce DX provides you with an integrated, end-to-end lifecycle designed for high-performance agile development. Salesforce DX introduces a new type of environment, scratch orgs, which are source-driven and disposable deployments of Salesforce metadata for rapid development, testing, and continuous integration. Spring ’18 introduces in open beta a new way to organize your metadata and distribute your apps with 2nd Generation Packaging and Developer-Controlled Packages.
Start your journey into declarative programming (clicks, not code). Get you started with visual workflow and level up your #AwesomeAdmin toolset by harnessing the power of flow in Lightning Experience. This session gives you a primer on flow and demos how to set up user interaction screens, how to invoke a flow from a custom button, embed flow from any page using Lightning App Builder, access flow from the Utility Bar in a console app, invoke flow from a quick action, invoke flow from process builder and the winning automation solution from Dreamforce 17’s Process Automation Showdown #1. Demos will cover both Sales and Service use cases. Use what you learned from this session and harness the power of flow in your org(s)!
A four-step approach to leveraging Salesforce Case Management for the NGO sector. Starting with a simple use case for managing internal support tickets, we’ll look at an approach to build out a Case Management solution incrementally; and end with a look ahead towards a robust Service Cloud based solution for high volume inbound constituent support.
Pardot or Marketing Cloud? The choice isn’t as simple as B2B or B2C. Join Salesforce marketing experts and MVPs Chris Zullo and Stephanie Foerst as they explain the differences (and similarities!) between Salesforce’s marketing tools as they go head to head in dueling marketing content creation.
From Products to Quotes to Approvals to Amendments, learn the important features of Salesforce CPQ in under 30 minutes.
We all know building integrations are a pain. Wouldn’t it be great if they were configurable within Salesforce and utilized a publisher/subscriber model? Come learn about the wonders of Salesforce’s coolest new feature: Platform Events.
Tabular? Matrix? Summary? Which one of these can I run for my annual report list? What’s the ROI on our latest mailing? What’s a bucket have to do with reports? This session will focus on the newest batch of reports released for the NPSP and use them as a launching point for learning to customize reports for your needs.
“Am I on Mute?” shares the successes and failures of a woman in tech speaking out, speaking up, and recruiting allies. 80% of the workforce in nonprofits is female; however, as in tech, their voices are often muted. How can we as women be more intentional about leaving our microphone on and asking our allies to help us be heard? “Am I on Mute?” gives practical and anecdotal advice on how to give up your mute button. For good!
In this session, I will explain and clarify the fundamentals of Community Cloud and how an admin, BA, or developer can apply his or her general Salesforce knowledge to communities. Community Cloud is in high demand, yet many in the broader Salesforce ecosystem haven?t had a chance to dive in and get to know this Cloud. This session will be a fun one, as I?ll limit the slides and, instead, teach the essentials by building a lightning-based community live. We?ll cover general items like community administration and go down all way to custom lightning component configuration for communities.
Auditing organizational data for regulatory compliance with various industry standards is no longer an option but the need of the hour for enterprises. Available auditing solutions such as Field History and Field Audit Trail, lack the ability to audit long text and multi picklist fields which is often a pain area for customers and a much needed thing.
This session provides an understanding and consideration for using Big Objects within Salesforce. It also showcases a recipe to audit long text and multi picklist fields using a combination of Apex and Big Objects.
A review of the best Salesforce (EE) features from the for-profit sector to apply to nonprofit customer implementations. Focus on Opportunity Forecasting, Order Items, Campaign Influence, and Web-to-Lead.
It?s easy for Salesforce orgs to get messy quick. Before you know it you have multiple contacts with the same email, outdated information, and Salesforce users who are changing your workflows. Join Clint Buechler from Formstack, and discover simple ways you can clean up your Salesforce org. Learn how to prevent duplicate records, keep your data organized, and even create workflows for your customers to help.
Lightning Now sounds great and we would all love to move our users to the new platform. The reality is that we can’t all go at once. Existing solutions in Salesforce Classic may mean supporting both during the transition. Discover strategies to manage the roll out while keeping users happy.
Salesforce Enterprise Applications can get Monolithic making it harder to maintain and analyze dependencies .In this session we will see how one can break customizations and code of salesforce organization into multiple modules or packages and then use Scratch orgs to build and maintain each module and use DX commands to promote to sandbox and Production .We will demonstrate developer workflows using Salesforce DX and Continuous Integration .
Thinking about all of the possibilities available with Pardot is exciting ? but sometimes overwhelming. Are you struggling with how to get started, or feeling like you?re not using Pardot to its fullest potential? If you?re nodding your head, this session is for you! At this session, we?ll discuss 5 projects that will get you started on the pathway to success & how to develop a roadmap for success. Topics Covered: ? Identifying opportunities for automation ? How to get the team involved in content development ? Quick-win campaigns ? Building an actionable roadmap for success
Wondering how to create an efficient process in place for Development, Internal Quality Assurance, and User Acceptance Testing ? Looking for different configurations and use cases for enterprise level of customers? Salesforce Sandboxes might be the answer! Different teams work on different process (Development, Testing, UAT, Pre-release, Beta phase, Final Rollout). It is essential to have a good Sandbox design for a number of reasons – Simultaneous work (different teams can work simultaneously, without halting any of the processes), Shorten the cycle times for trials and testing, Create realistic training and testing environments (reduce operational risks, raises productivity, efficiency and ultimately enhance your user satisfaction). Let’s jump in to learn the industry best practices for Release Management via effective sandbox designs.
Why should you establish a Master Data Management (MDM) strategy? In this session, we’ll cover a roadmap for capturing the 3 D’s of Data: Data Governance; Data Integrity; and Data Quality. MDM is vital for establishing efficient Salesforce processes, ensuring a successful data warehouse implementation and enabling BI Analytics to provide effective information and insights to the business.
Session intent to cover basic Salesforce security features for junior admins. Items covered include (FLS, Roles, Profiles, Sharing Rules, etc)
Startup Einstein is a discovery session that turns data into actionable insights for the business user. In the age of AI, Machine Learning and deep learning, businesses need to tap into the Salesforce Einstein platform so that they have a 360 degree of real time analytics and utilize storytelling techniques to accelerate decision making.
Feeling overwhelmed by the litany of report types available? Wish there was a way to consolidate all the clutter? Join us as we demystify report types and take a deep dive into the best ways to appropriately and accurately address report requests. Then we’ll turn everything you know about report types upside down as we showcase a revolutionary paradigm that empowers your users to confidently query for conclusions. Rejoice Admins, Super users, and Report enthusiasts as we reimagine the entire process of designing, building and running reports.
It works, I don’t want to change. I understand the current process. It ain’t broke, why fix it? It’s a trap! They’re trying to replace me!? Sound familiar? Join Salesforce MVP Chris Zullo and agent of change, Stacey Caman as they introduce you to a methodology that improves adoption, increases collaboration, and accelerates organizational and process changes using ADKAR (Awareness. Desire. Knowledge. Ability. Reinforcement). Attendees will walk away with practical tips on how they can engage and drive change across all-levels in their organization.
An undocumented Org is scary, especially if you are a new Admin or consultant. It kills your agility and raises the risks of new projects. But documenting your Org looks like huge, hairy, scary job you don’t want to even start. This session gives you a simple step by step approach to documenting your Org, that anyone can master.
90% of customers say that they don’t want to customize their IT solutions, but only 11% manage to deploy without significant customization. Companies customize to support existing business processes, because the change is difficult, to support legacy systems, but many fail to realize the true cost of customization. Eastman started its Salesforce journey with a legacy of heavily customized internal applications, which over the years led to reduced agility and an imbalance in the time spent supporting instead of innovating. The leadership team made a design decision to only customize where there was a competitive business advantage, one that added more dollars to the bottom line in growth than it took away in support. They’ve seen a multiplier effect in organizational agility, innovative approaches, and the full advantage of Salesforce provided updates three times a year. Now, on the lightning interface, reps are able to interact with customers in a more targeted way than ever before.
You can’t be what you can’t see,” said Marian Wright Edelman. These words have lately taken on a fresh meaning in the life of Salesforce Equality leader, Molly Q. Ford. In this session, Molly will share her own Equality journey and how she’s strived to create diversity in storytelling. And how each of us has a story or an Equality journey within us that can be shared with others simply because representation matters.