2019 Session

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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
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


Loading
Ran on: March 21, 2019


Loading
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.


Loading
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.


Loading
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.


Loading
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.


Loading
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.


Loading
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!


Loading
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.


Loading
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.


Loading
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.


Loading
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)


Loading
Ran on: March 22, 2019 Ashley Creech


Loading
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.


Loading
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


Loading
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.


Loading
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.


Loading
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!


Loading
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 .


Loading
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.


Loading
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


Loading
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!


Loading
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.


Loading
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.


Loading
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.


Loading
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


Loading
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.


Loading
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.


Loading
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.


Loading
Ran on: March 22, 2019 Warren Wick