If you've dipped your toes in the 'Flowcean' but aren't quite sure you're ready to brave the tides yet, this session is for you! In this Intermediate-level Hands-On Training, we'll cover several topics while building out real-life scenarios. We'll start by explaining what a subflow is and leverage a common 'Utility' subflow use case: Error handling. After that, we'll jump on the exhilarating ride of populating a sandbox with some test data; this ride will take you through a couple of loops as well as plunge into a pool of formulas and variables. Our third use case introduces Scheduled Path on Record-Triggered flows when we will automate notifications to a Support Manager if a New case isn't assigned within 10 minutes. Finally, we'll bust out our Collection Sort & Filter skills to slice and dice Opportunity information in six different ways, all with a single Get Records--creating a recap email with valuable data that can be sent to anyone on or off the platform. This Intermediate Flow HOT is gonna be LIT!

Intended Audience: Attendees are expected to have a basic understanding of Flow and its various parts (elements, resources, etc.) and have built at least 1-2 basic Flows.

Prework: Please arrive for the session with a brand new Trailhead Playground. A Developer Edition org is not an acceptable substitute as several exercises rely on pre-populated data available in the Playground.

When you have complex applications with custom logic, ensuring that the codebase has sufficient test coverage can be tricky. Come learn some of the advanced techniques that will help you organize your test code coverage and make it far easier to maintain.

The learning objectives include:

• learn to identify ways to refactor your code to be provide opportunities for modularize your code
• learn how the technique of 'mocking' certain elements can save you time and headaches and help you bring clarity to your unit test.
• learn how centralizing common elements into test data factories can improve reuse of code
• learn on various open source mocking frameworks available in the community

Let's break the ice and flow with the Flow. We will begin with chipping away at the ice with a presentation explaining the basic concepts of Flow such as types, elements, resources, and uncover some new features. Then using what we've learned, we'll get hands-on going click-by-click to build a flow.

Accurate Campaign Influence reporting relies heavily on Opportunity Contact Roles and well organized campaigns. Stop worrying if your users are capturing the right info and instead automate it with Salesforce Flows!

In this session we will help you get started with Salesforce CLI. If you have never used a command line tool, this session is ideal for you. We will cover below topics

1. Installation of Salesforce CLI
2. How to authenticate to a Salesforce environment?
3. How to create your Project Scaffold?
4. Connect your developer environment to your Salesforce environment?
5. How to retrieve metadata from Salesforce org?
6. How to push code changes from local to your Salesforce org?

As you grow in your career and continue to do well, consider dedicating time to do good for your community to pay your success forward. Do Well, Do Good. This session walks through a real pro-bono project that implemented Salesforce for a nonprofit that needed support saving. From that implementation, we built a reusable asset to to make it easier for others to do good in their communities as well. This asset expands Salesforce’s Nonprofit cloud by delivering case management, inventory management, volunteer management, and time tracking so that more non profits can benefit from this initial investment. Let’s turn this ripple into a wave! By attending this session, you’ll receive access to the solution package to install in any Salesforce org, training materials, and project management kit so you can pay it forward in your local communities. We encourage everyone attending to find a local non profit or school in your area and offer to implement this solution for them in just a few weeks. Do Well. Do Good.

Everyone is putting data into Salesforce, but how do you retrieve and analyze that data? In this hands-on training, we'll showcase a framework for building custom report types that can serve as a foundation for report requests. There are some key features that enable incredible flexibility to reference all the desired data points and filter data sets accordingly. Then we'll work through example requests and build the reports together. This will culminate with a final dashboard to tie everything together. A basic understanding of Salesforce is necessary in order to participate, but no prior experience with the report builder or dashboard features are required.

Are you tired of manually testing your record-triggered flows in Salesforce? In this hands-on training session, you will learn how to set up Flow Test for record-triggered flows in Salesforce. Flow Test is a powerful tool that allows you to test your flows and ensure they work as expected. You will learn how to prepare your test data, create test scenarios for your flows, and run automated tests using Flow Test. You will be provided with a pre-built Flow in an unmanaged package, and we will build some Flow Tests together!

By the end of this session, you will have a solid understanding of how to set up and run Flow Tests for record-triggered flows in Salesforce. You will be able to create automated tests that ensure the reliability of your flows, saving you time and reducing the risk of errors.

Organizing your application logic to ensure that it can meet the obligations of today while still being flexible enough to build upon tomorrow can be tricky. There is an element of planning that needs to occur. It helps to structure your codebase with certain themes/patterns to ensure this is possible.

Come learn the basics about Apex Enterprise Patterns, and why they can help shape your codebase to be useful, flexible, and able to be enhanced easier in the future.

The learning objectives include:

• Introduction to the basics of Apex Enterprise Patterns:
  • Selector Pattern
  • Domain Pattern
  • Service Pattern
  • Unit Of Work Pattern
  • Application Factory Pattern
• Learn how to organize your code base into specific purpose-focused units.
• Learn how to identify opportunities to refactor your logic into more efficient, reusable components
• Learn where you can get more information to help developers to continue to master these techniques

You know how to build several types of flows. However, you still need clarification on which types of flows to use when evaluating solutions for specific use cases. Do you want to whiteboard ideas, discuss options, and understand how others assess the advantages and disadvantages of several solution alternatives? Then this session is for you.

We will take a use case and architect solutions by evaluating several options in a team setting.

We've all heard the term, work smarter not harder. Well in the case of Marketing Cloud Engagement, Journey Builder is one way to accomplish that! Learn from the experts on how you can effectively create your first SFMC journey.

Git-dy Up! And Let's Learn Git for Salesforce.

(Although this is aimed at Admins learning git, Developers who are looking to get started using git are welcomed too! This is specifically for using Salesforce and Git, which includes hard learned lessons for choices you can make in development that will affect deployments and tips on how to ensure your deployments will be successful. Even if someone else on your team is responsible for managing version control and deployments, this presentation can help you develop a shared language and collaborate for a better release cycle.)

• Introduction, i.e. this is why I know this subject really well (5 mins)
• A brief intro of Salesforce DevOps and why Git / Version Control is an important Part. (10mins)
  • A high-level of what Salesforce DevOps is and why it is a necessary part of any development lifecycle, regardless of team size. And the role version control plays in DevOps. Hence, why we are learning how to use Git today.
• A tour of Github (but a nod to other platforms) and the Git- ionary. (15mins)
  • What am I looking at here?! Repo, Branches, Gitignore, Folder Structure, and reading XML
  • What does this mean?! The Git- dictionary is the jargon I have encountered the most while using git with Salesforce.
  • Branching Strategy, and best practices.
  • Don't fear the merge conflict. What is a pull request and the inevitable merge conflicts.
• Hang-On for Hands On. (45 mins)
  • Ideally I would like everyone to access my prepared repo and make their own branch with simple change (yes even declarative admins can too!). Create a pull request. And I will be shocked if we don’t get a merge conflict to resolve. But will have one prepared just in case.
  • Once the release branch is prepared, explain what it means to then deploy it to the target.
• Questions & Favorite Resources (15 mins)

Objectives: I want attendees to walk away empowered that Git isn’t mysterious or just for developers. To give them a foundation of how the development choices they make impact a successful deployment by looking at how all these pieces come together as a release.

To build a network/community most will say you need to post on LinkedIn... but what do we post about?

In this session we will use Salesforce Automation to generate content ideas and deliver them in a method that they prefer.

We'll create two (2) custom objects, a screen flow that runs on a custom app home page and/or lives in a custom button, two (2) scheduled flows that shuffle the order of your content every night and a formula with that flow to help generate random numbers to reduce repeat topics.

The point of this presentation is to display A LOT of different Salesforce functions (Flows [Screen, Scheduled, Loops, Collection Sorts, Collections, native Data Tables, and Pauses], formulas to generate random numbers, linking a flow to a custom button, custom home pages on app consoles, and custom objects).

Attendees will gain knowledge on how to incorporate all of these skills and create a fun project that they can use to grow their LinkedIn network and build connections over time that help them continue to learn more and grow their careers.

Beginning admins start with the basics and it can be intimidating to wade our toes into formulas. This session starts with the ABC’s of formulas to make you more comfortable jumping into the pool. You will be provided resources to build these beginning formulas yourself and resources to continue your journey.

Working session to build out a lead nurture journey that ranks and sorts leads into easy to understand buckets, nurtures leads in a automated omni channel journey and notifies sales of 'hot leads' to follow up immediately. Overview will include SF CRM set up, cross cloud integration and the building of a custom marketing automation solution in Marketing Cloud.

Ever feel overwhelmed or frustrated with your nonprofit organization's computer systems?

Are you intimidated by technology that is more complex than spreadsheets and email?

Learn about the features of NPSP that you may be missing out on because you didn't realize they existed. Those include, outlook/gmail integrations + email templates, moves management, built-in reports, and a quick-lift formula trick to help with pesky soft credits.

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, Row-Level Formulas, Unique Values, 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.

Generative AI has the potential to transform the way we work! Understand what generative AI is, why it’s important, and learn how Einstein GPT is bringing the power of generative AI to the Salesforce Platform and how YOU can become an AI-minded admin.

According to recent surveys, the need for persons with Salesforce Architect skills outweighs the number of available candidates by a ratio of 10 to 1. That is a lot of opportunity waiting for Trailblazers like you. Are you an architect and you don’t even know it? Maybe it is a title you’ve never considered or a whole new lens to look at yourself through, but you may already be a Salesforce Architect.

Many people currently working as Salesforce administrators or developers have the required skills to fill a role but do not consider themselves architects. They possess the skills required, but don’t identify as qualified for the job. They have the desire to become an architect but don’t know how to get there. In this session, we will define key requirements, learn to identify existing strengths and lay out a plan to build a career as a Salesforce Architect.

Often considered the black sheep of code, unit testing is actually the unsung hero of development! Filling your org with meaningful unit tests can yield BIG savings, of both time and money, for you, your company, and your customers. Did you know that the cost of a bug not found until production can be upward of $10,000?? That’s where unit tests can save the day by ensuring those pesky bugs (almost) never make it to prod! In this session you’ll learn why testing your code is so important, focus on what makes a purposeful, quality unit test, and see how to implement a mock framework to save on runtime and further improve test reliability and code quality.

Are you new to the Salesforce ecosystem and seeking your first Salesforce role, or trying to chart your career path to your next promotion and beyond? Then this session is for you! Transitioning from a non-tech career to become a #Trailblazer can be a difficult thing to do, especially when you don't have a plan. In this session I will take you through my career (all of it, not just the good parts) & give you some tangible/actionable tips that I have learned throughout my journey to supercharge our transition. This session will take you through the different entry points into the ecosystem, leveraging your background, building your personal board of directors, and preparing for your next big step.

As Salesforce has grown in capabilities, it is more important than ever to understand how to best fit its functionality into the entire enterprise's business and technical architecture. Learn the methodology that we use at Salesforce as Enterprise Architects to assess business and technical architecture to build a Salesforce roadmap. This methodology can be used with any size or type of organization.

Salesforce Industry cloud is becoming a go to solution for fast digital acceleration across various industry verticals. Salesforce Industry comes with some excellent tools like OmniScripts, Data Raptors and Integration Procedures that developers can leverage to build solutions faster.

In this session we will take a very basic use case and learn how to use OmniScripts, Data Raptors and Integration Procedures.

We will also learn how to extract deployment artifacts and move over the change to version control systems.

Salesforce Screen Flows are a powerful tool for creating custom user interfaces and automating business processes. However, without the proper error handling, Screen Flows can lead to user frustration and unintended consequences.

In this session, we will explore best practices for handling errors in Screen Flows. By the end of this session, you will have a better understanding of how to effectively handle errors in Screen Flows, which will help you create more robust and user-friendly Screen Flows in Salesforce.

Topic Covered:

1. The most common type of errors
2. Strategies for preventing errors from occurring
3. Handle errors via fault paths and error screens
4. Build one subflow that you can use in all of your screen flows
5. Using the Roll Back element to roll back pending record changes
6. Demo

Are you in the midst of or want to avoid a chaotic technical project? You know, the one where no one’s on the same page about what needs to get done, by when, and in what order?

Whether you’re a project manager, business analyst, administrator, developer, or consultant, very few people know how to run a project smoothly - and the best of the best use their secret weapon….high-quality acceptance criteria.

Join this 20-minute session to learn what acceptance criteria is, why it matters to your Salesforce project, and how to write picture-perfect criteria so that everyone is aligned and your project results flow seamlessly.

By using simple analogies to help you stay consistent, you will be able to walk away with an actionable framework you can deploy immediately to set your team and project up for success.

Account Engagement's new V5 API allows external systems to work with Pardot data, but what if that 'external system' is actually our Sales Cloud instance? Currently, we are limited to the native Salesforce Connector to get things done. With “Flow Actions for Pardot” we can bring a range of Account Engagement capabilities right into our Flow Designer.

Workforce development organizations play a critical role in helping individuals and communities thrive, but they face unique challenges in tracking and measuring their impact. Salesforce offers powerful tools and resources to help workforce development organizations overcome these challenges and create measurable impact. In this session, we'll explore how my organization has leveraged Salesforce to support our programs and drive impact. We'll dive into the different Salesforce apps and features that we use, including Salesforce for Nonprofits, PMM, Form Assembly and Slack. And we'll explore how these tools enable us to track program outcomes, measure impact, and engage with their stakeholders. Whether you're a nonprofit professional, a Salesforce administrator, or simply interested in using technology for social impact, this session will provide practical tips and strategies for leveraging Salesforce.

Worried about your data privacy & security? Probably the right time. With phishing emails hitting 3.4 billion in 2022, hacking through humans workflows and back door code is at an all time global high. With company sensitive information, customer & PPI data from employees housed in Salesforce and adjacent systems, having the right privacy program in place protects you and your customers from an embarrassing public displace of stolen data.

Pop in to this session and learn the ins and out of Administration of Salesforce's security to lock down your instance and protect your data. Explore the difference between human and bot attack while discussing the central pillars of architectural security in Salesforce and beyond.

Learning Points

• Privacy and security in the modern climate - creating and understanding of a Privacy Ops
• Creating an understanding of attacks, protection and client facing considerations
• Differentiating between human workflow orchestration vs Direct Data, integration and infrastructure coverage. Architectural considerations with Salesforce and beyond
• Human Workflow Orchestration in Salesforce - SSO, TFA, and other options for locking down you instance
• Options for Privacy and Security at the core of your architecture

'Coding for Clicks' is the art of intentionally designing your code to be modified by configuration. As Salesforce developers, we spend most of our time squarely placed in the 'pro-code' realm. While a solution might require code, we can still enable our low-code and no-code colleagues by designing our solutions giving them levers to control our code's behavior via clicks. This presentation will focus on using tools such as custom metadata, custom settings, and custom objects to expose your code to configuration. Examples as well as recommended best practices will be discussed to provide guidelines and techniques. As a result, developers will be equipped with tools to enable their low-code/no-code colleagues, admins will be equipped with a framework for requesting configurable code from developers, and architects will be equipped with patterns for implementing configurable pro-code development.

On a daily basis, we are buying and integrating more and more software into our go-to-market tech stack, with Salesforce sitting at the epicenter of it all. Today’s Salesforce teams have an average of 40+ systems they rely on to help their teams achieve their goals. Not only are Salesforce professionals responsible for administering their CRM, but also being faced with learning how to integrate, monitor, and optimize the modern GTM tech stack.

In this session, we’ll talk about the strategy needed to operationalize and optimize the modern day GTM tech stack. We’ll review:

During this session, attendees will learn how to create the mindset, habits, and documentation necessary to show that they can earn a Business Analyst role on a technical team. The session will cover the following topics:

Understanding the Salesforce Ecosystem: We will start by exploring the different components of the Salesforce ecosystem, including Sales Cloud, Service Cloud, Marketing Cloud, and more. Attendees will learn how these components fit together and how they impact business processes.

Business Analysis Techniques: We will introduce attendees to business analysis techniques that are essential for a Business Analyst. These techniques include requirements gathering, stakeholder management, process mapping, and data analysis. Attendees will learn how to apply these techniques in their current roles as Salesforce end users.

Salesforce Business Analyst Certification: We will review the Salesforce Business Analyst certification and discuss the knowledge areas covered in the exam. Attendees will learn what they need to know to pass the certification exam and how the certification can help them to advance their career.

Building Your Business Analyst Portfolio: We will discuss the importance of creating a Business Analyst portfolio to showcase your skills and experience. Attendees will learn what types of documentation to include in their portfolio, such as user stories, process flows, and wireframes.

Learning Objectives:

1. Understand the Salesforce ecosystem and its impact on business processes
2. Learn essential business analysis techniques and how to apply them as a Salesforce end user
3. Gain knowledge about the Salesforce Business Analyst certification and its value in advancing their career
4. Learn how to build a Business Analyst portfolio to showcase their skills and experience

In conclusion, this session will provide valuable insights and practical tips for Salesforce end users who aspire to become Business Analysts. Attendees will walk away with a better understanding of the skills and knowledge required for a Business Analyst role, as well as practical steps to start developing those skills right where they are in their career.

Admins often make the mistake of using their own account to connect external systems to Salesforce. In the past, many integrations even recommended using a System Administrator user in order to gain broad access and avoid sharing and security limitations. More recently, the recommended best practice has been to use a dedicated Integration User. The cost of an additional license, or licenses, has often been a barrier for organizations of all sizes. However, as of this Spring, Salesforce will offer free and low cost Integration User Licenses. We'll talk about why having a dedicated user is important, how to set up the user, and some tips to keep in mind. You'll learn everything you need to know to set up a new integration. If you have an existing integration connected to an admin user, there's never been a better time to implement best practices! Except of course setting it up correctly from the beginning, which admittedly, would have been the best time. In that case, this is definitely the next best time!

This session will describe the experiences of a legal services nonprofit’s redesign and implementation of their Salesforce after a previously failed implementation. The organization utilized lessons learned from their first implementation, which was not widely used and quickly outgrown by their fast-paced and ever-changing work. This new approach to design and implementation included a comprehensive visioning process, goal setting, and the involvement of key stakeholders. This presentation will highlight the challenges of the organization and how they were addressed and will present goals and desired outcomes for the new design and implementation, which is still in process. Attendees will learn from these lessons and walk away with information on how to build buy-in across business units and roles and what we learned as an organization throughout our redesign processes.

Process Builder is schedule to be retired! Don't panic because In this session you will learn how to easily convert many of your Process Builders to Flow using the new migration tool. Then you will see a demo of the error handling and debugging features of Flow that make Flows my preferred option over Process Builders. You're going to love it and walk out a flow fanatic!

Attendees will learn how they can empower their customers by leveraging the power of Salesforce Experience Cloud and diving into use cases from various industries to show how Experience Cloud helped drive results for those industries-- some examples include Energy and Utilities, Field Services and Health and Life Science. Attendees will also learn about how Experience Cloud can scale with your business and how to measure ROI along with other powerful analytics to help move your business forward.

The developer console sounds like a scary place if you're not a developer. But trust me, it's a wonderful place for everyone. In this session we'll take a tour of the developer console, talk about what all the tabs do and how you can use them in your daily work. With the developer console you can direct queries without having to login to Workbench and edit data without having to visit the record page. Have a slow running report and want to figure out why? The developer console has you covered! We'll even dip our toes into the world of logging and deployments that can help you report issues to vendors or your internal development teams more efficiently. So let's uncover the possibilities that await inside the developer console!

The session will explain the best practices for designing scalable and performance solutions with Salesforce CPQ. It will also list some of the scale and performance impacting factors in Salesforce CPQ and explain how developers/admins can leverage the Salesforce CPQ package settings for scale and performance.

In this session we will cover the programming languages available on the Marketing Cloud Platform and how to use them. We will explore AMPscript, SSJS, GTL, and SQL!

We’re a professional organization who started with a low-value Salesforce org, an AMS that was clunky and difficult to use, and limited (no) digital member benefits.

In the past 5 years we have re-built our org and harnessing the power of a Salesforce Community, replacing all outdated listservs with better networking opportunities via Chatter.

We also connected an online resource library via SSO, brought in event registration, process (application, membership, everything else), integrated our marketing platform, & Qualtrics.

We reduced 5 separate member logins to 1 for a seamless user experience and single source of truth. We consolidated and expanded data storage and utilization to achieve a sexier approach to segmented marketing and data governance.

Join us to learn about our 5-year journey and see the place our members now call their professional home.

An introduction to source control using Git for non-coders. Admins will learn the benefits of source control for all types of metadata and gain an introduction to Salesforce DevOps

Meetings are often the figurative ball and chain that dictate schedules. Even worse, a lot of these meetings aren’t that productive or efficient.

If that sounds like your organization, join us as we talk about how Slack can help you to replace inefficient meetings with flexible alternatives through platform features.

Platform events is one of most talked & used integration patters in Salesforce solutions. However, there are many edge cases & scenarios which are unknown unless you have used it implementations involving large data volumes.

In this session, I would explain when & why to use platform events & difference between change data capture , pub sub API. I would go through lesson learned and scenarios to watch before implementing integration pattern.

I would also introduce & share error handling framework which would help overcoming some of limitations of platform event.

Getting started with the creation of unlocked packages in your organization. The benefits and limitations of using unlocked packages for deployments.

Learn how to avoid the dreaded 'An unhandled Fault has occurred in this Flow' red text of doom and to reduce the time it takes to troubleshoot flow errors. In this session, we will demonstrate a few different techniques for declarative error handling that will either stop errors before they happen or elegantly deal with them when they do occur. While designed primarily for intermediate Admins who are familiar with Flow Builder, anyone who attends will take away important concepts such as using decision elements to validate data entry and setting up custom notifications to replace the standard Flow error emails. Leave this session equipped with ideas for improving the entire flow error experience for both your users and yourself.

During this session, a Salesforce certified architect and an experienced change management professional will walk through activities, best practices, and guidance on how to drive an impactful discovery effort. We look forward to sharing how we strengthen the solution approach and transformational direction by working in a complementary fashion during this phase. At the end of the session, viewers should take away an understanding of the discovery phase of an implementation, what Technical Architecture and Change Management do during this phase, and how they can work together for the success of the project.

Learning Objectives:

• How to successfully set up an implementation with your people, business goals, and technological landscape in mind.
• What are the goals of a discovery phase of a project?
• What are the discussions to take place, and what expected artifacts/outputs will result from the discovery phase of a project by the Architects?
• How can Change Management provide value from day 1?

Are you a 'title' who assumes the role of a Project Manager on projects by default? Are you lost and frustrated by wearing multiple hats? Do you want to learn more about how successful Project Managers manage their time? In this session, we will share how to effectively manage your projects including how to avoid scope creep, manage client expectations, communicate and delegate effectively, and still deliver on time. If you have been in this role and want to learn how to navigate this rough terrain better, then this session is definitely for you. Join us and bring all your questions because we've got the answers!

DLRS ('Dolores') is one of the most installed Salesforce add-ons in over 20,000 Production Orgs! It is built by volunteers and recently joined the Salesforce Open Source Commons. The Project Manager will provide a demo of the latest release including the new Wizard and performance improvements. The product roadmap will also be discussed along with advanced use case Q&A. This talk is suitable for both new and advanced users of DLRS.

Marketing Cloud Intelligence brings data together from multiple sources, and in this session we'll boil down how to cleanly join it all together. Learn about the data model and mapping best practices to help you cleanly maintain your data in the platform.

Sometimes problems are hard to solve simply and elegantly. Making weird things by combining features in unexpected ways might be the only reasonable way to solve a problem. This talk dissects a technical solution implemented to solve a customer problem when moving complex configurations between orgs. When you want to deliver high quality user experiences and the core platform is inadequate, it's time to get creative.