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