When you embark on a project there always seems to be curve balls thrown at you that can affect you delivering successfully and according to plan. I’ll countdown my top 10 risks that I’ve encountered while delivering Salesforce projects. I’ll share with you the signs to look out for, and how best to mitigate them for your future implementations so you can avoid those pesky red flags.

Join the London’s Calling team as they launch #LC21.

There are many skills that you can bring into your day-to-day job as an admin or developer in order to help you put on your “architect hat”. Go beyond just solving the problem at hand and expand your thinking to take into consideration the bigger picture applying common architect skills used to solve business problems. We will cover some of these skills and show you how to apply pieces of the pyramid to common business scenarios so that you, too, can problem solve like an architect.

Stop telling your Salesforce users how to work. Instead of building to the lowest common denominator across your organization, create solutions that offer end user customizations and persistent preferences. By using custom settings, CMTs, visibility rules and a few other tricks, you’ll discover that you can satisfy everyone’s needs by putting the user in control of how Salesforce looks and behaves. This session will feature content for admins, declarative developers and programmers alike.

External Services provide a great way to make an API call in a flow, or in Apex, without writing code. This session will be an introduction to external services, covering when we should use them and why, and will also include a demo showing you both how to use external APIs and standard/custom Salesforce APIs with external services.

Did you know that style inheritance is different from style cascading, and that Shadow DOM allows some styles to pass through it? If not, join my session to learn how Shadow DOM impacts styling, the common mistakes made, and a few best practices to be followed when styling Lightning Web Components.

Do you write a lot of repetitive Apex? Do you write Javascript, then come back and find Apex clunky? Does one node of Flow look neater than a dozen lines of Apex? Then maybe it’s time to start transferring some new ideas back to Apex. Using software patterns in Apex can allow us to pass around strategies in the same way as we might pass around functions in Javascript. Iterating on streams of data can free us from for-loops like Flow does. Let’s rethink Apex!

Data quality problems can dramatically hinder (sales-) user adoption, and compromise the integrity of your metrics. Learn how to administer a data quality framework that will enable your teams to work at peak levels, and find out about tips and tricks for tackling your data management woes. #Sales #Service #Integrations #MasterDataManagement #InformationStrategy

Certified Technical Architect (CTA), one of the pinnacle Salesforce certifications. Based on name alone, it’s all about the technology, right? Not exactly, being successful depends on so much more. Let’s go beyond the tech and examine the meta. We’ll discuss the people, process and leadership needed to make an architect successful.

Especially in large implementations, Salesforce admins want to know that their data and configuration is protected while their team learns Pardot and gets the product setup. In this session, we will cover testing best practices, including Pardot’s new sandboxes, training environments and the limitations of each option. Key topicswe’ll cover include: Common questions about Pardot Sandbox capabilities; What the competition offers (Marketo, Hubspot & Eloqua); Options available; and picking the right tool.

The Salesforce economy is booming: 4.2M jobs will be created in the Salesforce ecosystem by 2024. But how do you know you’re recruiting the right people? I’ve been in Salesforce recruitment for 4 years and I’m going to give you the inside tips on who, how and when to recruit the right people for the right roles for all your Salesforce needs.

We will get hand-ons experience of building out a campaign from conception to delivery through the characters of Disney’s® Inside Out. We will cover the ins and outs of marketing success while sharing tips and tricks that can make any campaign successful. Whether you’re new to marketing or been in the business for years, this session will provide you that opportunity to build on your foundation to be in the London eye of fame!

Take your Salesforce to the next level and learn how to tailor your org with themes and branding. You can build a beautiful, branded environment that creates a sense of unity and teamwork. No worries if you have multiple brands; we’ll cover how to create different branded apps so everyone feels special!

Skip the boilerplate Custom Metadata Type presentation and get right into the weird and advanced stuff. Review the journey of building a real-world extension framework using this great Salesforce feature, alongside all the bugs, edge cases, and sad faces that were not-so-great. Be prepared for diagrams, code snippets, and live demos, alongside a whirlwind tour of what you should know to truly take advantage of the power at your fingertips!

Einstein Discovery sits at the heart of Salesforce’s CRM AI toolkit. In recent upgrades to Tableau CRM (formerly Einstein Analytics) some seriously cool capabilities have snuck in to allow Business Scientists to undertake professional-grade Machine Learning and decision-support inside Salesforce. In this session you’ll experience real examples of using the new AI tools and deployment gadgets and see just how seriously Salesforce is taking the role of Business Scientist.

What are the worst mistakes you can make as an admin? In this talk I will go through 3 of the worst mistakes I made as an admin. Only years later do I know why they were so bad. In this talk I will talk you through the mistakes I made, what the impact of them is, and what you can do avoid them.

Do you have what it takes to be a judge on a CTA review board panel? Join me and I will share some example CTA artefacts from mock review boards such as system landscapes, data models, role hierarchies and more. How well do you know your artefacts? There will be some mistakes to spot. Some obvious and some not so easy. How quickly can you find them? After looking at some of the common artefacts I will talk through the basic structure of each one and highlight key points to consider.

A/B testing has been a long time go-to method in evaluating efficiency of new email templates, subject lines and more. However, running A/B tests comes every now and then with opportunity costs that could be minimised by switching to different testing methods. We will explore several modern approaches to email send testing in more detail including their applications, benefits or drawbacks and, consequently, how to improve your open and click through rates in Salesforce.

This presentation shows how one can improve the user experience. I will demonstrate how 10 different Lightning Components can be used to do some very interesting things in both Lightning record pages and Flows. I have created or enhanced most of these components. They range from simple to complex, but all of them can be used in ways you may not have thought of before, to bring out the best in your user experiences. No coding is required, and all can be configured with built in parameters.

The Salesforce B2C Solution Architect is the newest Architect credential launched by Salesforce. I’m among the select few individuals globally to have cleared this and would like to use this opportunity to share my experience with the broader audience. This credential marks a major paradigm shift in Salesforce Architects career space – TA vs. SA. I will go through, who’s it for, how do you prepare, what to expect, and lots more.

We know Architects don’t have to code. How can that be, you say? With more Trailblazers considering an Architect career than ever before, it’s essential to carve a path that aligns with your own talents and aspirations. Whether you’re a clicker, a coder, an integration God(dess) or you’re great at navigating the politics, there are multiple disciplines for the discerning Salesforce architect. Learn how to differentiate yourself in a growing job market – you might just find your schtick.

Admins need to be at least passable with some sort of scripting language for their chosen platform. Join Houssam SAOUDY to get started with Apex in 25 minutes and add Apex to your toolkit. Not that you’re going to embark on massive projects running into tens of thousands of lines (though that can happen) — most of the programs you will write will be surprisingly short.

Delivering enhancements in our current landscape can sometimes be lengthy, painful, complex… We will look at what Agile really is (as it is often misunderstood), from charts, pyramids and onions! and when and how Agile could help us to deliver better Salesforce value sooner, safer and happier!

With businesses looking to find more comprehensive ways to unlock team productivity and product reliability, decision makers are increasingly drawn to Git-based version control. From increased peer collaboration to improved quality control and deployment success, Git is an invaluable tool that’s guaranteed to boost any business. Join me as we explore the many benefits that come from a complete version control strategy!

Are you interested in presenting at Salesforce events and user groups but aren’t sure where to start? You have a unique point of view, experience and expertise that can be shared with the Trailblazer Community. I will share my personal journey of how I got started with my first presentation at Dreamforce 2019, what I have learned along the way and some practical tips on where to start.

Email still happens to be the most common and useful form of communication in the business and professional world. Marketing Cloud’s Email Studio is one of the most comprehensive and powerful email marketing platforms available today. In this session, we’ll discuss how email marketers can deliver personalized, interactive and engaging content to their customers’ inboxes at scale and extract the most value from this powerful platform.

Org-dependent packages allow you to create unlocked packages that depend on code/configuration not present in the package. If you’ve been wanting to move to a more application based development model but were put off by the thought of migrating your existing, complex implementation, org dependent packages are for you. In this session I’ll show how you can extend an existing implementation with an org dependent package without impacting your current setup, and how you develop and release.

Enterprise architecture is something every organisation should do, with or without trained architects. The best EA outputs are living documents which are easy to understand and used by, well, the enterprise. We’ll look at three simple resources any small or medium-sized organisation with a Salesforce-centric landscape can use to represent systems, communicate change and ensure good governance.You’ll leave with an understanding of how to put these together and the benefits each one can bring.

At some point in the “life” of almost every Salesforce platform, there will be at least one major data migration project. Since most businesses won’t go through this experience frequently, it can become a very painful exercise (coupled with a steep learning curve) with seemingly endless stops and starts. This session is packed with the basics that you absolutely must know, along with tips on how to transform and clean data to ensure that the final outcome results in useable and accurate data.

Get the lowdown on Salesforce security and data access. As Admins we are responsible for ensuring our users see the data and records they need, but no more. Covered by the admin cert, it is essential knowledge, but also complex and evolving! In this session we will cover keeping our customer data secure while maintaining our users’ UX. For records you will leave able to plan and build a sharing model which is tailored, scalable, and streamlined. For fields you will rethink your profile/permission set/permission set group setup.

Requirements gathering is essential for delivering solutions that meet user needs and expectations. This skill plays a big part in becoming a Salesforce consultant or advancing as a Salesforce admin. What should you be asking and recording for projects involving Pardot? As a platform product that the marketing team relies on, how can you ask the right questions to get the most informative requirements? This session will help you uncover marketing automation objectives more effectively.

This session will cover the real benefits of DevOps within the Salesforce platform, as well as the challenges faced due to the metadata foundations of Salesforce. A look at DX/LWC as well as the agile principles and best practices.

Ever build a dashboard that’s just a bit too cluttered? Does it look like a copy and paste of multiple charts with only minor variations? Using the Advanced Editor you will learn how ‘Custom Queries’ can be created to have one chart with many views through dynamic dimension selectors and best of all, there is no need to learn how to write code.

At Pardreamin’ 2020 in December, I ran a crowdsourcing experiment to gather benchmark metrics on the Pardot orgs of over 100 participants.This session will review the findings and provide recommendations on how to handle some of the common issues highlighted by the audits.

Getting started with NPSP or a pro? Join this session to learn about must-do NPSP settings and custom, yet elegant, automations that will safe you and users time. From customizable roll-ups to declarative automations – you will learn our secrets how we help users to spend less time on manual, and more on mission.With close to 100 nonprofit projects under our belt, we are dedicated to helping nonprofits succeed.

You can enter data in Salesforce records manually, using data loader or from external sources via API. Have you ever needed to enter unstructured data manually from image or PDF files? If so, come and join this session to learn how Einstein Optical Character Recognition (OCR) is making data entry more efficient by leveraging computer vision to analyze image files, translate that data into text and extract information that can later be used to update the Salesforce record.

Flows and Code Coverage, what?? Really? Yes, you read it right. With rising popularity of low code tools, it’s increasingly important to make sure they’re well tested and robust against failures. And guess what, you can write tests for your flows with an actual code coverage. So join me to ensure your flows are not failing in Production!

No matter what kind of organisation you work for, your Salesforce system will have personal data in it. Data you need to manage to stay on the right side of the General Data Protection Regulations (GDPR). This session explains what a data retention system is and how it relates to GDPR and why every org needs one. We then have demos showing you how to build data retention into your orgs with Salesforce Flow using both B2B and B2C scenarios. Then you will be ready to bake GDPR into your org!

By Quality Assurance people often mean inspection. Prior to submitting a product to a customer, an inspection is conducted to find any potential defects. However, as Harold F. Dodge said, “You cannot inspect quality into a product” – the quality, good or bad, is already there. For this reason, instead of detecting defects we work to prevent them. I will outline our team’s story on how we undertake defect prevention using BDD and XP, including the tools we use and how we fit it into our workflow.

You’ve been working hard on your code, delivering lots of business value and amazing automations, and when it goes through testing, you discover that it is slower than you wanted. What do you do? How do you measure the performance of your code? How do you improve it? How do you prevent this in the future? Answers to all these questions and practical ideas you can work with straight away.

For years Process Builder has been the primary declarative automation tool. But 2020 changed everything, when record triggered flows were launched. The new flows are faster and offer greater flexibility than Process Builder. Are they simpler? Check it out. We will guide you through the maze of new functionalities and explain what you can achieve with what, and which automation tool should be used depending on the use case.

This session covers the lessons learned from Samaritans and how I apply it to Project Management. With my systems thinking hat on, I find that speaking to people of such different backgrounds, going through difficult times in their lives have given me an appreciation on how an individual’s mental model can affect how they see the world. Learning how to actively listen, without judgement – have also allowed me to create deep relationships with my team.

Whether your frontend is built in Lightning Web Components, Aura, or Visualforce, you can now integrate it with the Lightning Experience UI easier than ever with Lightning message service. In this presentation, you’ll see how we built the example message service implementation in the Lightning Web Components Recipes sample application, plus you’ll learn how scoped messaging allows you to have message subscribers automatically turn off and on when tabs are active.

If you’re a trailblazer working with an organisation tired of the guesswork? Join this technical walkthrough of Einstein Prediction Builder to make your Salesforce users more predictive and proactive. I’ll show you what’s under the hood so that you can create custom AI models on any Salesforce object to predict business outcomes, and can create your own predictions – just point, click, and predict. And of course, there will be an exciting demonstration, which you definitely won’t want to miss!

When Salesforce DX was first announced many of us went rushing back to our orgs with dreams of re-architecting our Salesforce instances, breaking up our Happy Soup into packages and delivering end user solutions in a controlled and isolated fashion to speed up change delivery. The reality was most of us tried and failed, and the promised nirvana of 2nd generation remained out the reach of most. Under the radar a possible solution was dropped quietly on our doorstep, Org Dependent Packages …

“Test Doubles”, or Mock Objects, Test Stubs and Spies are powerful tools in making Unit Tests complete, flexible and simple, but they have their pitfalls. Using Amoss, an Apex specific Mock Object Framework, I’ll take your through what each of the flavours are, how they can be used, how to get the most out of them, and when you should stay away. The result? Tests with less of a reliance on data creation, making them easier to write, more readable, and quicker to run.

As a Sales or Service Cloud Admin, Marketing Cloud can feeling like just another burden. In this presentation, I will go over what you, as an admin, need to be aware of, and also some helpful tips to get the most out of the Marketing Cloud connector.

Happiness is more important than ever in the workplace. It helps create resilient, supported, productive and present employees. Positive emotions are not just nice to have, they unlock our potential to dream, explore, learn and play. They help us to be motivated and productive, and guide us to establish the right culture in our organisations. Sarah will share how to use Salesforce as a tool to create happier workplaces to connect with our people, provide support, and celebrate our successes.

Dynamic forms are awesome. They’ve been around for a while but were only included as a full release feature in Winter ‘21. Yes. They’re easy to use. In fact brilliantly so, but in this session I want to go further than the standard use case. I’m going to look at how you can simplify your org by getting rid of multiple page layouts, talk about where that leaves mobile users, look at a few tricks I’ve discovered to make your pages easier and less confusing to use and one or two pitfalls to avoid.

Writing Formulas can be intimidating, but they don’t need to be! In this session you’ll learn simple, yet powerful “Plug & Play” Formulas, Tips & Tricks. Whether you’re building a Validation Rule, a Custom Formula Field, a Report, or a Lightning Process, these Formulas will turn you into an Admin Superhero* (*Cape and Batmobile not included)

You are the first line of defense for the safety of your organization’s data. As an architect it’s your mission to go where others fear tread in order to protect the confidentiality, integrity and accessibility (CIA) of your Large Data Volumes. In this session you will collect intelligence about the three pillars of data protection and learn why backup and restore in the the cloud is very different from a traditional database. You’ll leave with best practices to protect even large data volumes.

So you believe Salesforce is the correct solution for you? (And why wouldn’t it be, it is the world’s most popular CRM) Are you a consultant or business that are doing this for the first time? In this session we will cover 5 steps that will help your Salesforce discovery be successful, so that when the time comes you have a smooth and hassle free implementation. So why not sit back as we share with you best practices for a Salesforce discovery – to ensure your’s is a discovery of…riches!

Salesforce exams are hard! It’s enough to make anybody feel stuck. No matter which cloud or topic you are focusing on, following these ten tips will help you to exponentially increase your chances of passing on the first go. I know that exam time can be nerve-wracking, but you will walk away from this session with the tools you need to be walking in confidently and hopefully knocking your next exam out of the park!

Whether you are using multiple apps for field operations and getting complaints about field technicians juggling with these apps or you want to streamline a more connected user experience for your field professionals. I have got it covered for you. In this session, I will cover step by step process of using the deep link in the SFS mobile app for a more connected mobile experience. Let’s build a great user experience together.

In 22 years, Salesforce has gone from a few friends renting an apartment to a company with $17.1bn revenue. This session will look at how you can use the same tool for success: the V2MOM strategic plan. It sets out the Vision, Values, Methods, Obstacles, and Measures to provide employees with a clear vision and align the organisation around common goals. In this session we look at how it can be applied to business strategy and projects as we teach you how to use the V2MOM.

This session will deal with the Bulk API process and usage of PK chunking. Bulk API provides a programmatic option to quickly retrieve and load data from and to Salesforce. It is based on the REST principle and is optimized for managing large data volume. But if the table has more than 10 million records, the process will time out or hit errors. Here is where you need PK chunking. PK Chunking splits the query into smaller chunks automatically, thereby making the process easier and faster.

In 2019, my job description was literally “Make new friends.”, aka, get out there and “network” like crazy. Why is networking so important? And, if it’s that important, how is effective networking done? In this presentation, I will share my story and the reasons why networking is vitally important. You will walk away with practical steps to networking, extrovert, introvert, or somewhere in between. Networking is too important to leave your professional success to chance.