Archives

Unlock the power of GenAI with Salesforce Prompt Builder! This session explores key tips on crafting effective generative AI prompts to simplify users’ daily tasks by integrating AI-powered prompt templates into their workflows. Through a real-world use case—a Sales Rep summarizing lead interactions—we’ll demonstrate best practices, optimizations, and live examples to help admins build effective […]

Launching a new Salesforce org? Don’t let missteps turn it into a future headache. This session walks through must-do setup tasks to prevent security risks, API vulnerabilities, and org issues. Learn how to enable key release updates, lock down API access, implement strong authentication, and fine-tune org settings for long-term success. Whether you’re an admin […]

We’ve used AI to accelerate Agentforce development. You need also need well-understood processes, solid data governance, and strong metadata management. These drive sustainable benefits from agents. The entertaining and educational session will ensure that are prepared for an agentic world, and have a proven repeatable approach to managing agents.

Files are everywhere in Salesforce – attached to records, chatter posts, and in libraries. But building them into flows, prompts or integrations involves a baffling data structure and a confusing set of specific requirements and permissions. Get a clear overview of the data model behind Files (aka ContentDocuments) and some real world sample automations. Rename […]

Struggling with complex data mapping in Salesforce Flow? The Transform Element is here to help! Learn top tips, real-world examples, and best practices to simplify data handling, eliminate loops, and optimise automation. Discover how to map, transform, and extract key information efficiently, reducing manual steps and boosting performance.

Learn how two amazing tools Einstein Next Best Action & Recommendation builder can use real-time data and AI to deliver contextual recommendations for your Sales & Service teams like prioritizing high-value deals, resolving customer cases faster, or recommending upsell opportunities. Understand how to customize this for your use cases just by using clicks not code.

Discover how Salesforce Flow Orchestration can revolutionize your complex approval workflows. This presentation will guide you through designing and implementing multi-step approval processes that enhance efficiency, transparency, and flexibility. Learn to overcome traditional bottlenecks and adapt quickly to business changes, ensuring streamlined operations. Ideal for those seeking to maximize workflow automation and improve organizational decision-making.

Don’t just build; architect with purpose. This session will guide you through the essentials of a process-driven approach, revealing how it can make your architectural designs more effective, scalable, and secure. We’ll touch on crucial considerations for architects, from system integrity to long-term adaptability.

In the dynamic world of Salesforce technology and the race to go live, we often fixate on the technical hurdles—the code, the configurations, the data. But successful go-live is more than just flipping a switch. It’s about orchestrating a symphony of readiness, collaboration, strategic support and other non-technical elements that will significantly optimise the project […]

Salesforce, first and foremost has been created with our Users in mind, so in this session I will be taking you through some quick design wins that are easy to pick up and implement from an Admin’s perspective. From ‘Why UX matters?’ to To Do Lists, Lightning Dashboards and Report best practices, and the voice […]

Learn about Unlocked Packages for modular development in Salesforce, including packaging, versioning, and deploying code to support DevOps practices.

Use the transform element, reactive screen components and other new Flow features to create dynamic experiences in Flow. In this session we’ll make our subflows more widely reusable with a custom object and create dynamic values for picklists, with complex dependencies between picklists based on data in our org. We’ll see how to let users […]

Do you have stakeholders unwilling to invest time in requirements gathering and discovery, but surprised when implementations fail because the delivery did not meet the expected timeline or the business expectations? In this discussion, we will focus on how to help clients see the value of discovery, master discovery and requirements gathering, explore real use […]

Salesforce has fully embraced Generative AI as a fundamental part of application development and we’re fully embedding it into our products stack. Join me to demystify the tools and capabilities like Prompt Builder, Copilot, & Vector Databases with an Admin and Developers lens. You will come away from this session with a solid understanding of […]

Documentation is not boring… it’s a lifeline.” Picture this: you’ve meticulously crafted a complex customization, and all seems perfect. Fast forward a year, and you’re tasked with reviewing it. Cue the panic if you haven’t properly documented your journey. Join us to uncover the secrets of effective org documentation: how, what, when, and why to […]

In this lightning session we will cover how you can use Data Cloud to ingest, harmonize, and analyze your data. We will have a special live demo setting up one of our connectors.  

Do you sometimes struggle with stakeholders? Do you want to learn the art of managing them and staying true to product strategy? Understanding our coworkers allows us to be more customer-focused, tailor our communication style, and as a result, develop Salesforce solutions that meet needs. Let’s look at the stakeholder archetypes and develop great Salesforce […]

Work with CTAs to understand how to break down and solution a business scenario. In this session we will get hands-on and work through a small business scenario used for CTA review board preparation. We will cover important architectural topics and considerations. Participants will walk away with a better understanding of how to approach architecting […]

Sharing our secrets for using Vue as a Frontend framework in Salesforce, enabling local dev, apex remoting, npm libraries, slds and code reusability. Learn from our mistakes and get a head start!  

Badly written user stories inject ambiguity into Salesforce projects and can make them go off track. While everyone generally understands the “I want… so that…” format, most are not clear on how to write EFFECTIVE user stories — The kinds of user stories that turn into the backbone of a project throughout the implementation lifecycle. […]

Everyone should be aware of how to get into the minds of the user and understand their point of view. This is a unique interactive session where you will learn how to use empathy and imagination to convert user expectations into requirements. Learn how archetypes, journey maps and contextual inquiry are used within the design […]

With so many different products, certifications and opinions, it’s hard to figure out where to start or where to go next! Spoiler alert – there is no one size fits all answer. In this session, we’ll try to cut through the noise and highlight different options so you can get closer to your Salesforce ikigai […]

Get ready to rollup your sleeves and open your mind! In this workshop we will cover 6 simple principles to inform our designs and craft potential solutions in a way that works. These principles are everywhere, you’ll gain HD glasses to spot them and apply them for any design. So we can leave ‘the place […]

To thrive in the Salesforce ecosystem as an Admin, you need to ensure you have the relevant skills to succeed. But what exactly are those skills? In this session, we will answer that question. Come and listen as you hear about the Skills for Success. These Skills for Success are the 14 key skills you […]

The Dependency API, with its ability so slice and dice through metadata dependencies, has the potential to become one of the most powerful APIs for DevOps products. Learn about its origin, its evolution through the popular open-source and free application HappySoup.io and its imminent fall as Salesforce has made an unexpected announcement…

Governments around the world continue to evolve their Data Laws and Privacy regulations; these govern where data can be stored, and where it can be processed. This session exams patterns and best practices for building flexibility in your Data Architecture so local compliance regulations can be met. Each pattern is explored for its impact on […]

A Salesforce Consultant lays the foundation of the project with curious mind and is always in the spotlight. In between understanding the requirements, they juggle between meetings with business, development team, architecture and what not. This presentation will target the audience who wants to work as a consultant and others who wants to understand what […]

As Salesforce has grown in capabilities, it is more important than ever to understand how to best fit Salesforce functionality into the business and technical architecture of the entire enterprise. 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 […]

Get a glimpse of TypeScript and learn how it can help you build more robust Lightning Web Components that run into fewer runtime errors, whether you deploy on the Salesforce Platform or on Lightning Web Runtime.

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. […]