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.
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.
Sarah Amin and the Outbound Funds Open Source Community Project team 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.
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.
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.
For most marketers, there's a point almost always thirty days in to an implementation where they realize that Pardot can do everything! The joy of opportunity is quickly shadowed by massive Pardot ToDo lists that seem to grow everyday! And each item says "complete me today!" What is missing is a prioritized roadmap. After working with over 2,000 organizations, the common path of the most successful of them was distilled into a simple 10 step plan. By the end of this session, you will have a definitive number of where you're at, what your very next step is, and a clear understanding of how to completely maximize your Pardot org!
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.
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.
Having multiple asynchronous choice's in apex language, In this presentation I want to present,
Last but not the least common pit falls one might be aware of when choosing among these options!
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.
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.
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.
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.
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!
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.
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
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.
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:
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!
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
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.
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.
Red HatHe / Him MVP
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.
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.
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.
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.