2018 Sessions

Description

Learn about the activities a Marketer must accomplish to kick off a nurture program: from building a form, deploying it, capturing the first prospect, and finally designing the nurture program.

Salesforce Products: Salesforce Pardot

What are 3 takeaways?

Get hands-on with Pardot and learn how to do some of the most common marketing activities: create a new Form, use it to capture a new Prospect, and use Engagement Studio to Nurture them! See just how simple or complex it can be.

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Lara Black

Description

Testing your code can feel laborious and hard. Dependencies can make tests hard to follow and understand. Thankfully, the Lightning Platform has tools to make testing faster, easier, and more exciting. Join us for a deep dive into advanced testing topics including mocking, stubbing, avoiding the database, and writing custom assertions. Never heard of those? That’s OK, we’ll introduce and work through examples of exactly how they work, and why.

Salesforce Products: Salesforce Platform

Session Prerequisite(s)

  1. Signup for a new Developer Edition org which we will use in class: https://developer.salesforce.com/signup. Do not re-use an existing org.

What are 3 takeaways?

  • You’ll be able to load data from CSV’s, including complex trees of objects.
  • You’ll be able to explain and use Mocks.
  • You’ll be able to write unit tests that don’t hit the database.

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Kevin Poorman

Description

Business Processes shouldn’t be reminiscent of a tennis match – sending users back and forth to records or list views across multiple objects. Beyond tiring out your users, these clumsy processes can create opportunities for error and confusion. With Lightning, however, admins can use Lightning App Pages to guide users through complicated business processes in a single page. And, by combining Lightning App pages with automation like Process Builder, you can bypass administrative inefficiencies and curb data inconsistency.

In this Hands on Training, we’ll use a Lightning App page and Process Builder to build an Application Management Process that supports end users that manage open opportunities for employment, funding, etc. Participants will learn these techniques they can apply to any business process, regardless of your organization’s industry or structure.

Salesforce Products: Sales Cloud, Process Builder, Lightning, Lightning App Builder

Session Prerequisite(s)

  1. Signup for a new Developer Edition org which we will use in class: https://developer.salesforce.com/signup. Do not re-use an existing org.
  2. Install this package into that new org: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000005YL0b

What are 3 takeaways?

  • You will be able to review a business process to assess how Salesforce can be configured to support the process.
  • You will be able to create a Process Builder.
  • You will be able to design and configure a Lightning App Page.

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Sarah Amin

Description

Trailblazers are harnessing the power of Lightning Flow to deliver no to low code automation solutions to their end users. You’ve seen what it can do, are totally onboard, but how do you get started? Flow can be very intimidating to a beginner. Let’s take a use case and build your first flow together in the new Flow Builder. Leave this HoT with a newfound confidence and the foundational building blocks to create your very first Lightning Flow.

Salesforce Products: Lighting Flow, specifically creating flows in Flow
Builder, Lighting App Builder

Session Prerequisite(s)

  1. Signup for a new Developer Edition org which we will use in class: https://developer.salesforce.com/signup. Do not re-use an existing org.
  2. Print the attached PDF of the Class Exercise Guide (no copies will be available onsite): https://drive.google.com/open?id=1-QD6bBFwwkB7URWbVWBfP71gOpevirbN
  3. Follow the instructions on page 3 of the attached Class Exercise Guide to install the unmanaged package SED-HoT-Flow that contains additional components needed for the class. If you have any issues installing the package, please contact the instructor (Jennifer Lee – jennifer.w.lee@bc.edu with the subject “Issue with SED-HoT-Flow package installation with details/screenshot describing the issue) for assistance prior to the class.

What are 3 takeaways?

You will learn the capabilities of flow, build a flow and invoke a flow from a Lightning page or a utility item quick action.

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Jennifer Lee

Description

In this workshop, you will get hands on and learn how to maximize agent productivity through features like Macros, Omni Channel, Quick Actions, Mass Actions, Knowledge and Milestones and Entitlements. You will walk away with examples of different use cases, how they translate into feature sets in Lightning Console, and how you can apply and use these features as soon as you are back at the office.

Salesforce Products: Lighting

Session Prerequisite(s)

Basic understanding of Lightning Setup is preferred, but not required.

What are 3 takeaways?

  • You will learn how to incorporate Omni Channel to reduce cherrypicking, so agents spend more time working a record than trying to find the perfect one!
  • You will learn how to increase agent efficiency and consistency when taking repetitive actions through the use of Macros.
  • You will learn how to empower your agents to take action and answer questions in a timely manner to make your customers happy!

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Kelly Walker

Description

Join us for a soup-to-nuts quickstart on building your first lightning web component. (Not Aura Lightning component). We’ll start by getting our environment setup and work through the basics of a hello world lighting web component.

Salesforce Products: Salesforce Platform

Session Prerequisite(s)

  1. Signup for a new Developer Edition org which we will use in class: https://developer.salesforce.com/signup. Do not re-use an existing org.
  2. Complete this QuickStart: https://trailhead.salesforce.com/en/content/learn/projects/quick-start-lightning-web-components . I cannot stress enough how important it is that attendees have *completed* that QuickStart successfully. There’s simply not enough time to work through that content, as well as building components.

What are 3 takeaways?

  • How to setup your environment for LWC Development.
  • Using VSCode for LWC development.
  • Most importantly, how to create and use Lightning Web Components.

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Kevin Poorman

Description

Hands-on session going through the HOW. WHAT. WHY Approach to clean-up, document and build their Orgs. Participants will walk away with a practical approach to apply in their Org – whether they choose to use Elements or not.

Salesforce Products: Lighting

Session Prerequisite(s)

Watched the 11 min summary video 

What are 3 takeaways?

  • HOW. Engaging business users and mapping their business processes
  • WHAT. Customizing Salesforce to support business processes
  • WHY. Documenting what was configured for future reference

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Ian Gotts

Description

Trailblazers are harnessing the power of Lightning Flow to deliver no to low code automation solutions to their end users. You’ve seen what it can do, are totally onboard, but how do you get started? Flow can be very intimidating to a beginner. Let’s take a use case and build your first flow together in the new Flow Builder. Leave this HoT with a newfound confidence and the foundational building blocks to create your very first Lightning Flow.

Salesforce Products: Lighting Flow, specifically creating flows in Flow
Builder, Lighting App Builder

Session Prerequisite(s)

  1. Signup for a new Developer Edition org which we will use in class: https://developer.salesforce.com/signup. Do not re-use an existing org.
  2. Print the attached PDF of the Class Exercise Guide (no copies will be available onsite): https://drive.google.com/open?id=1-QD6bBFwwkB7URWbVWBfP71gOpevirbN
  3. Follow the instructions on page 3 of the attached Class Exercise Guide to install the unmanaged package SED-HoT-Flow that contains additional components needed for the class. If you have any issues installing the package, please contact the instructor (Jennifer Lee – jennifer.w.lee@bc.edu with the subject “Issue with SED-HoT-Flow package installation with details/screenshot describing the issue) for assistance prior to the class.

What are 3 takeaways?

You will learn the capabilities of flow, build a flow and invoke a flow from a Lightning page or a utility item quick action.

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Jennifer Lee

Description

In this workshop, you will get hands on and learn how to maximize agent productivity through features like Macros, Omni Channel, Quick Actions, Mass Actions, Knowledge and Milestones and Entitlements. You will walk away with examples of different use cases, how they translate into feature sets in Lightning Console, and how you can apply and use these features as soon as you are back at the office.

Salesforce Products: Lighting

Session Prerequisite(s)

Basic understanding of Lightning Setup is preferred, but not required.

What are 3 takeaways?

  • You will learn how to incorporate Omni Channel to reduce cherrypicking, so agents spend more time working a record than trying to find the perfect one!
  • You will learn how to increase agent efficiency and consistency when taking repetitive actions through the use of Macros.
  • You will learn how to empower your agents to take action and answer questions in a timely manner to make your customers happy!

NOTE: Must have ticket to main event


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Ran on: March 21, 2019 Kelly Walker

Join us as we answer adoption, best-practice and how-to questions live! This is your chance to talk with Pardot experts and to learn from your peers.

Meet and chat with

  • Lara Black, Austin Pardot User Group Leader | Invado Solutions | https://invadosolutions.com/
  • Andrea Tarrell, Salesforce MVP | Owner Sercante |
  • Erin Duncan | CRM and Marketing Automation Strategist at Sercante
  • Mike Creuzer | CRM & Marketing Automation Solution Architect at Sercante


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Ran on: March 21, 2019

Join us for the Personal Growth Circles of Success from 12:30 to 4:30 on Thursday in the Heritage Ballroom.

  • Setting and maintaining professional boundaries
  • So you wanna be a developer
  • Breaking into the Salesforce ecosystem
  • Starting a blog/podcast
  • Resume/Linkedin review
  • Going freelance
  • Becoming an ISV
  • Getting involved in your local Salesforce community
  • Getting Certified


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Ran on: March 21, 2019


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Ran on: March 22, 2019 Kevin Poorman

SalesforceDX is new way to build and deploy Salesforce implementations. And as per google trend, Jenkins is highly searched build management tool for 2018. So, in this session, I will explain how to setup Jenkins and SalesforceDX for Continuous Integration (CI) along with branching strategy. We will also discuss what is Continuous Delivery (CD) and how it’s different compared to CI. Audience will get to know various Patterns and Anti-patterns for setting up CI CD.


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Ran on: March 22, 2019 Jitendra Zaa Amit Chaudhary

The new Connected Campaigns feature brings Pardot a big step closer to the ‘one platform’ vision. Now you can show the performance of a marketing campaign directly on the Salesforce Campaign page, filter it in List Views, and show your sales teams exactly what marketing assets a Lead or Contact interacted with. All of this useful data will make more Salesforce Users (voluntarily!) switch to Salesforce Lightning.


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Ran on: March 22, 2019 Lara Black

Equality, Diversity and Inclusion are three of the biggest buzz words out there today. Many companies are touting their policies on them & openly include best practices in hiring and retaining employees. In this session learn some ways you can help drive positive change at your organization, no matter if you are a C-level executive or an individual contributor. Equality for all shouldn’t just be a hashtag.


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Ran on: March 22, 2019 Mary Scotton

Sarah Amin and the Outbound Funds Open Source Community Project team (https://sforce.co/2Tzrc8Y) have built a package to help nonprofit and corporate organizations use Salesforce to manage charitable giving activities. In this session, we will talk about the great community need that inspired this project, the ways the package addresses these needs, and give a demo of the package for both NPSP and non-NPSP customers.

Nonprofit Salesforce users have been trying to find elegant ways to adapt the system for these needs for years, and the community team is excited to empower them with this free, easy-to-configure solution! The Outbound Funds package can be used to manage scholarship programs, internal funding requests, traditional grantmaking activities, challenge and matching grants, and more. Audience members will walk away understanding how to use Outbound Funds to serve their unique needs.


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Ran on: March 22, 2019 Sarah Amin

Are you a new Admin struggling to create reports for your team? Do you spend way too much time racking your brain trying to get data to present properly? You’re not alone. Many beginner Admins spend hours trying to develop reports that should only take minutes to finish. This session will show you real examples of advanced reporting features that will make your job easier and provide greater value to your users. During this live demo you will learn how to use: Custom Summary Formulas, Cross Filters, Power of 1, Joined Reports, Buckets, and Custom Report Types. These tips will help you easily identify and present data, enable your marketing team to see Lead conversion rates and show sales reps revenue toward goal. The presentation will help you take your reporting game to the next level.


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Ran on: March 22, 2019 Aaron Crear

Having multiple asynchronous choice’s in apex language, In this presentation I want to present,
– What does asynchronous mean?
– Why would one want to use asynchronous apex?
– What are the choices available to the developer?
– How to pick the most ideal choice ?
Last but not the least common pit falls one might be aware of when choosing among these options!


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Ran on: March 22, 2019 Rajesh Varma Mudunuri

Field Service Lightning is still the new kid on the Service Cloud block. In this session I’ll share my first-hand experiences of setting up FSL. What’s worked well, what didn’t, and how I’d approach it next time.

– How to match it to your business
– Where to start/ what to focus on
– Crawl, walk, run approach
– Automation
– Setting up teams/training

This session would be a knowledge sharing / tips & tricks type of session. It could be useful for end users or admins who are trying to get a better sense of what FSL is and how it might work for them.


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Ran on: March 22, 2019 Matt Torcasso

Implementing Pardot is more than setting up a system. Hear from Pardot expert and Salesforce MVP best practices to putting you on the road to a successful Pardot implementation and beyond to the path of success.


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Ran on: March 22, 2019 Stacey Cogswell

Soft credits, hard credits, contacts, accounts…. The more you can slice and dice (and julienne?!) your data, the better your segmentation can be. Let’s talk about the improvements to roll-ups recently released in the NPSP, and a free tool that can help roll up (nearly) anything to anywhere.


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Ran on: March 22, 2019 Amanda Styles

No one likes repeating themselves but in reality service agents spend a lot of time doing exactly that. In this session I’ll be showing how to move website FAQs to chatbot functionality. Reducing the boring ass repetition for agents and delivering a faster interactive experience for your customers.
(h/t on title: Gavin Austin, Tech Writer for Trailhead)


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Ran on: March 22, 2019 Ashley Creech


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Ran on: March 22, 2019

Lighting Web Components are the new, standards based way to create UI elements for Lighting. We will take a quick look at the tools needed to get started and the basics of creating a Lighting Web Component.


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Ran on: March 22, 2019 Brett Nelson

I broke Marketing Cloud so you don’t have to. Get a live demonstration of a Marketing Cloud Journey that does everything wrong, and discover straightforward changes you can make to learn from my mistakes. You’ll walk away understanding key Journey Builder concepts and how you can better market to subscribers through email


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Ran on: March 22, 2019 Aaron Pratt

This session will cover the importance of integrating non-traditional technology talent with the traditional technology talent in organizations. TechBridge and Goodwill of North Georgia joined forces with leading technology companies to offer a free, innovative 16-week technology career program to train individuals in Salesforce Administration and Web Development. We will discuss how the training of this diverse set of students including recent high school graduates with limited access and opportunity to traditional universities, military veterans, and career changers has unlocked their potential and motivation providing human capital and financial value to companies.


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Ran on: March 22, 2019 Valarie Mackey Andre Dickens

Fundraising is all about relationships. A spreadsheet or donor database won’t cut it anymore. Your development team needs tools to truly engage supporters. From the Nonprofit Success Pack (NPSP) Engagement Plans and Levels to Salesforce Campaigns, Tal will share great tips to help your organization raise funds on the Salesforce platform.


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Ran on: March 22, 2019 Tal Frankfurt Samir Mullick

It has never been easier to become a Salesforce Admin! Between Trailhead, User Groups, conferences, and more, you have several options to kick-start your Salesforce career. But you can’t do everything with clicks: complex sharing, Lightning components, and powerful integrations are just a few of the use cases for coding. The demand for Salesforce developers is also surging, providing a lucrative opportunity for those who combine their Admin proficiency with programming knowledge. In this session, we’ll discuss not just why you should add coding to your Salesforce skillset, but how you can start your development journey. We will walk through a case study that highlights the need for admins who aren’t afraid to get their hands dirty with code, so join us if you’re feeling ambitious!


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Ran on: March 22, 2019 David White

The Salesforce CLI core plug-ins provide commands and functionality to meet common needs .If you need commands for specific need (extract metadata in excel , list all the custom fields , layouts and process of an object, generate test data and so on) , one can define and build custom commands using salesforce CLI plugin generator .In this session , we will demonstrate how to design, build and release a custom cli plugin to extract metadata of an object (object model ,layouts and process info) in a readable format .


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Ran on: March 22, 2019 Mohith Shrivastava

With the adoption of Einstein Analytics growing, particularly in the Salesforce Pardot space specific to B2BMA, many companies are frustrated that although beautiful, these reports are not giving them the out of the box functionality they are expecting.

This session outlines a successful approach using the Connected Campaigns Pardot feature and key strategic decisions on how you could structure campaign hierarchy in your Salesforce. We uncover the secret sauce that ties the bridge of asset engagement, prospect journey to opportunity won, all powered by the campaign.

Learn how becoming obsessed about campaigns can align all your reporting and give you a new view in regard to lead source reporting, content reporting, prospect journey visibility and attribution of the marketing team. By using this well proven methodology of asset allocation, streamlined campaign structure, we will share insights, success stories and the true functionality of the out of the box B2BM Analytics Dashboards like Engagement and Marketing Manager.

While a technical session, it also holds an overarching strategy that can be taken back to any team. This session will appeal to admins, marketers and executives looking for a holistic view of their organization and how all pieces contribute to a return on investment.


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Ran on: March 22, 2019 Jennifer Lynn Schneider

Has switching to lightning been scary or a potentially large effort? As a Lightning Champion, I’m here to set the record straight that it does not need to complicated to get to lightning. And how the benefits of adopting lightning today, outweigh the cons staying in classic.

In this session, we’ll talk about best practices around:
-The most important reasons for switching to lightning now
-Where to start when planning about the migration to Lightning
-Different approaches your organization can take (Phased, Big Bang, Pilot, etc.)
-How to assemble your lightning adoption team
-How to talk like an adoption expert in your own organization to support the migration
-Places to not “Over-think” the configuration and set up for launch


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Ran on: March 22, 2019 James Coelho

Have you ever opened up your org and spent hours stumbling through dozens if not hundreds of custom fields, buttons, record types, page layouts, profiles? Only to find configuration and code that is not clearly defined or being used. Join us to learn how to quickly build a solution that helps you understand what’s in your org, how those capabilities are being used, and when they were last evaluated. Don’t miss this session, you’re fellow admins will love you!


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Ran on: March 22, 2019 Mike Martin Joe Fiega

Ping pong tables, kegerators, and casual Fridays are great perks to boost morale. What’s one thing even more impactful than extra perks and quirks? Inclusion. Learn how adopting inclusive language makes a difference in how both your employees and customers interact with your company and why inclusivity can be key to boosting your bottom line.


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Ran on: March 22, 2019 Emily Belke

Event monitoring is a powerful tool that exposed lots of useful data about your org. Learn what event monitoring is, how to access the data and what you can do with it. Learn how to find poorly performing reports, users with old API version logins, users abusing your APIs, Visualforce page performance problems and more.


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Ran on: March 22, 2019 Patrick Connelly

SOQL queries are a great way for Admins to easily and quickly access, analyse, and manipulate their Salesforce data. Join me as I show you how to apply your knowledge of report builder filters and formulas to help you write SOQL queries. You’ll come away with a whole new way of accessing your data and an understanding of how this will save you valuable time, as well as maximising your skillset.


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Ran on: March 22, 2019 Louise Lockie

At its core, Knowledge-Centered Service (KCS) is about demand-driven knowledge: capturing contexts and letting frequency of need drive efforts for creating and revising knowledge articles. Often times, businesses implement Service Cloud at the tactical level, without considering the philosophy behind KCS. In this session, we will link the four core pillars of KCS directly to their implementation in Salesforce. Learn why embracing KCS principles will improve case deflection metrics, improve customer & employee satisfaction, enable self-service community initiatives, all while reducing the burden (ahem… cost) of support. You’ll leave this session with the tools to convince those pesky executives that investing in the technology, tactics, and training around KCS will pay dividends today and in the future.

Intended Audience: Business, Operations, Administrator
Intended Skill Level: Beginner


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Ran on: March 22, 2019 Howard Yermish

Nonprofit organizations strive to deliver the most impact they can, and to do this they must be able to place their resources where they can do the most good, and can make the biggest difference. It starts with people and a connected community.

A skilled volunteer can leverage their specialized skills and talents to strengthen and build their communities. Matching a skilled volunteer with a service opportunity where they will maximize their impact requires a village of technology, tools, and data architecture. Volunteers are twice as likely to donate as non-volunteers. Connecting personal interests and challenging volunteers to invest their funds where they invest their time requires connectedness. Automating all of that work so that a nonprofit staff has time to build relationships instead of building a database requires Salesforce.

Leverage all the power of the nonprofit cloud to maximize your impact, but most of all foster a connected community.


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Ran on: March 22, 2019 Melissa Hill Dees

Lightning Report Builder is powerful, beautiful, and ready for use! Users can take advantage of its many features to create and share compelling Reports and Charts. In this session we’ll identify data issues with Cross Filters, create a bird’s eye view of data with Grouped Rows and Columns, build persuasive Charts for managing pipeline, leverage trending to understand business direction, push Charts to Dashboards, and Subscribe to Reports to keep yourself and business leaders informed.


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Ran on: March 22, 2019 David Carnes

Warren Wick is an Executive Vice President at Salesforce, responsible for driving growth and customer success as the leader of the Commercial Business Unit in North America.

Wick has more than 15 years of experience building world-class sales and distribution teams. He started with Salesforce in 2002, and has served in a variety of sales leadership roles as the company grew from $22 million in annual revenue to more than $10 billion in fiscal year 2018. He is widely credited for establishing strategic customer relationships with some of the world’s largest enterprises.

Based in Atlanta, Georgia, Wick serves on the board of directors of the Junior Achievement of Georgia, and Georgia Chamber of Commerce.  He formerly served on the board of directors of TechBridge, a nonprofit that brings affordable technology and business expertise to other local nonprofits.  Warren is a member of Young Presidents’ Organization (YPO).  He holds a B.S. in Economics from Babson College.


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Ran on: March 22, 2019 Warren Wick

We are so excited for the third annual Southeast Dreamin’, we couldn’t wait until 5:00pm to kick things off at the Opening Reception!

Join us from 1:00pm – 5:00pm at our SED Trailhead-athon, and let’s hit the trail!

We all have great intentions with Trailhead, but sometimes it can be tough to fit in badges with your day-to-day work. Bring your Laptop to the Atlanta Marriott Buckhead and join your Ohana for some dedicated Trailhead exploring – and of course, a bit of competition! Everyone starts with 0 points on the Leaderboard, and for the next 4 hours we’ll see who can top the charts with points! Whether your goal is to complete a full trail or you make your own Trailmix of modules to complete, have your Dev Org ready to work!

Can’t make it right at 1:00pm? We will have hourly awards for the points champions, so you’re still eligible to win!

If you’re stuck on a badge, we will have Amazing Trailblazers available to help.

Ready to get your Trailhead on?

 

Here’s the official details –

  • All participants must be registered for the main Southeast Dreamin’ event.
  • On-site registration will open at 12:30PM, with the official event beginning at 1:00pm in the Heritage Ballroom. Lunch will NOT be provided for the Trailhead-athon, but we will have prizes! The Trailhead-athon will conclude at 5:00pm when the Opening Reception begins.


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Ran on: March 15, 2018
Can you believe that we’ve just shipped the 8th (yes, 8th!) version of Lightning Experience? Join me as we take a look at Lightning past, present and future and talk about how we can all blaze this exciting trail together. It’s better in Lightning!


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Ran on: March 16, 2018 Eric Jacobson
In the age of the connected customer, it’s more important than ever to receive smart, actionable insights from your data to target the right accounts with dynamic, customer-centric campaigns. Join us to learn how Salesforce Pardot helps Trailblazers find and nurture leads, close more deals and maximize ROI on the world’s #1 CRM platform. Get a glimpse into the Salesforce Pardot vision with a behind-the-scenes look at the future of B2B Marketing Automation and hear from successful customers just like yourself.


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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.


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Ran on: March 16, 2018 Doug Ayers

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)!


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Ran on: March 16, 2018 Jennifer Lee

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.


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Ran on: March 16, 2018 Dawn Oliveira

Before the introduction of Lightning Data Service, we had a close coupling and requirement of and Apex Controller along with the Lightning Component Javascript Controller and Helper. Now we can mostly create rich Lightning Components with out of the box Lightning Data Service capabilities.


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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.


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Ran on: March 16, 2018 Stephanie Foerst Chris Zullo

From Products to Quotes to Approvals to Amendments, learn the important features of Salesforce CPQ in under 30 minutes.


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Ran on: March 16, 2018 Lauren Trujillo

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.


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Ran on: March 16, 2018 Mark Passovoy

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.


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Ran on: March 16, 2018 Amanda Styles

“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!


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Ran on: March 16, 2018 Melissa Hill Dees

As the saying goes; with great power comes great responsibility. The problem is a lot of people just don’t realize how powerful Salesforce is and therefore how massive their responsibility is. We’ve all witnessed the power that a small, 30 second, declarative change in production has; immediate gratification for the users but potentially immense amounts of pain to developers and their deployments. Join this session to see how we can make use of some of the newest features of the platform to help control and mitigate these issues without stifling the changes in production.


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Ran on: March 16, 2018

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.


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Ran on: March 16, 2018 Phil Weinmeister

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.


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Ran on: March 16, 2018 Jigar Shah

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.


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Ran on: March 16, 2018 Dawn Oliveira

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.


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Ran on: March 16, 2018 Clint Buechler

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.


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Ran on: March 16, 2018 Paul Blanchard

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 .


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Ran on: March 16, 2018 Mohith Shrivastava

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


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Ran on: March 16, 2018 Andrea Tarrell

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.


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Ran on: March 16, 2018 GUHA ANANDH ARUMUGAM KUMARAGURU

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.


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The Salesforce User Interface API provides developers with some efficient ways to solve problems that have dogged us for years. I?ll show detailed examples of some of my favorite uses of the UI API including dependent-picklist value discovery and using Salesforce page layouts to configure a custom React application. Developers will walk away with an overview of the power of this new API with practical examples.


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Ran on: March 16, 2018 Dave Stanton

Session intent to cover basic Salesforce security features for junior admins. Items covered include (FLS, Roles, Profiles, Sharing Rules, etc)


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Ran on: March 16, 2018 Ryan Reid

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.


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Ran on: March 16, 2018 Joseph Michael

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.


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Ran on: March 16, 2018 Evan Ponter

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.


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Ran on: March 16, 2018 Chris Zullo Stacey Caman

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.


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Ran on: March 16, 2018 Ian Gotts

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.


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Ran on: March 16, 2018 Joe Ewing Ryan Hare

As a Lightning Developer, you’re probably spending a good portion of your time troubleshooting component issues. Want some tips to make debugging easier? Talk Description “Pro Tips for Troubleshooting and Debugging Lightning Component Issues” * What Could Possibly Go Wrong?!? * Categorizing Lightning Component issues * Developing Your Debugging “Flow” * Demonstrating Available Tools (Hands On) * Tips for Debugging CSS Styling Issues * Tips for Troubleshooting JavaScript Issues (Hands On) * Tips for Troubleshooting “Actions” and Server Side Issues Key Takeaways from the Talk Understanding the key tools available for troubleshooting and debugging Lightning Components Developing your “flow” – developing a methodology for approaching Lightning Component issues


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Ran on: March 16, 2018 Mike Topalovich

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.


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Ran on: March 16, 2018 Molly Ford