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?
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!
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.
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.
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.
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.
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.