Join members of the Salesforce Architect, Admin, and Developer Advocate and Evangelist teams for an AMA.
Tired of being a yes-person? Product Managers face constant pressure to say “yes” to every request, becoming ticket processors. This session teaches you to reclaim your strategic role: translate vague requests into real problems, uncover opportunities in tactical demands, and reframe conversations without saying “no.” Walk away with tools to pitch solutions that deliver exponential […]
Workshops spark great ideas, and then then reality hits: scattered notes, unclear ownership, missed decisions. This session will demonstrate how an agent can work best to convert outputs into personas, requirements and next steps, plus any add-ons you need, whether you are a Business Analyst or an Admin. Leave with templates, a repeatable workflow and […]
When Salesforce launched Non-Profit Cloud (NPC), most admins were asking what is the difference between NPC vs NPSP. This presentation breaks down key differences in fundraising, consent, data models, automation, reporting, and integrations. Highlighting NPC specific Salesforce objects, migration impacts, and what admins need to rebuild to be ready for an NPC org.
Agent 360 is great. But how can we use other AI platforms on Salesforce? Should we even consider it? This is a presentation of a use case where OpenAI was integrated into Salesforce, covering some elements of how it is done and what I’ve learned whilst doing it.
Join us for an opportunity to learn from the Marketing Cloud Solution Engineering team in a hands-on session. You’ll work with Marketing Cloud Next features available today, and also have the opportunity to hear our roadmap direction. You’ll learn how to:– Build your first Marketing Cloud Next campaign– Segment audiences with natural language– Explore Marketing […]
In this session you’ll get Hands-On with Slack’s automation tool, Workflow Builder. We will cover simple examples that add real value, as well as more complex automations involving branching logic and connecting workflows for end-to-end business process support. Please bring a laptop to participate in this workshop.
As Salesforce doubles down on Flow, we need to address their maintainability. It’s time to move beyond simple automation and embrace software engineering principles. In this session, we’ll explore how language-agnostic design patterns can be applied directly to Flows to ensure reusability and faster change for your stakeholders.
What does it really take to think like a Salesforce architect? In this interactive, game show inspired session, the audience is quizzed on familiar architectural dilemmas, from data models to automation trade-offs and scaling decisions. Together, we’ll work through the options, challenge assumptions, and unpack the reasoning behind good architectural choices, helping you sharpen your […]
Workflow Builder will help you move projects forward and get things done in Slack! Workflow Builder is a no-code tool that allows any Slack user to automate routine processes (like standardize how you collect requests from your team for example) by creating custom workflows in just a few minutes. You will learn how to build […]
Discover actionable techniques to identify and reduce technical debt in your Salesforce org, using tools and methods accessible to everyone—from admins to developers. This session will demonstrate how SOQL queries and metadata analysis can help you: Pinpoint unused metadata cluttering your org, Strengthen your security model by identifying gaps and redundancies, Streamline maintenance with data-driven […]
Salesforce gets called clunky. Users complain. Adoption stalls. Sound familiar? In this interactive workshop, we’ll build a dynamic Screen Flow that will go from rubbish to delight. We’ll cover everything from components to make it reactive and user friendly, best practices to align your UX with your business logic. You’ll be well on your way […]
Salesforce Business Rules Engine is a powerful but still little-known feature. In my session I will explain what BRE is and how to use Expression Sets and Lookup Tables, including Decision Matrices and Decision Tables. I will show how rules can be used in Flow, OmniScript, and invoked via APIs in custom or third-party tools. […]
Requirements are often ambiguous, incomplete, or overloaded with assumptions. This session demonstrates a practical, repeatable approach to analysing requirements and translating them into clear, build-ready diagrams for Salesforce delivery. Attendees will learn how to decompose requirements, choose the right diagram types at each stage, and progressively move from business intent to implementation ready designs reducing […]
The “connector” era is ending. With Marketing Cloud Next and Agentforce, the walls between Pardot, ExactTarget, and core Salesforce are vanishing. But as databases merge, power struggles emerge: Who owns Flows? Who governs the data? We’ll explore the organisational shift required when marketers and Salesforce admins finally live in the same world. Learn how to […]
You could make bland, static screen flows that require a lot of clicks (eww, boring, why does our admin hate us?) or dynamic, reactive flows with screens that change and adjust automatically for your users (wow, amazing, somebody give our admin a promotion)! In this session, you learn how to make interactive screens that bring […]
Admins are cross-functional leaders and strategic partners who use essential management skills daily: communication, problem-solving, change management, project coordination, and data analysis. This session shows how their transferable skills align with management roles. Attendees will receive practical advice for transitioning into leadership positions. Ideal for Salesforce professionals, hiring managers, and those developing technical talent.
Validation Rules protect data quality, but often at the expense of user experience. Is blocking users after they’ve entered data really the best we can do? Poor UX kills adoption, even when intentions are good! In this session, we’ll challenge Validation Rules and explore UX alternatives like field setup, Dynamic Forms, restricted picklists, training, and […]
Migrating away from Connected Apps isn’t just about functionality—it’s about securing your integrations. In this session, I’ll share my journey moving to External Client Credentials: the security improvements, unexpected challenges, and practical lessons for keeping your Salesforce integrations safe and reliable.
As a Salesforce Admin, you’re on the front lines of protecting your org’s data, but are you prepared for today’s security threats? In this session, we’ll break down the fundamentals of cybersecurity within the Salesforce ecosystem. Learn how to identify common vulnerabilities, implement essential security settings, and adopt best practices to keep your org secure. […]
Salesforce integrations can be powerful—or painfully disruptive—if they aren’t designed and managed correctly. This session is a practical, admin-focused guide to understanding, monitoring, and managing Salesforce integrations with confidence. We’ll break down common integration patterns, explain how data flows into and out of Salesforce, and highlight the governor limits, automation pitfalls, and security considerations every […]
A practical session for admins highlighting ten high-impact UI improvements that boost clarity, speed, and user satisfaction. Learn simple configuration techniques that make Salesforce feel smoother, cleaner, and easier for teams to use every day.
You can’t build everything in-house, and thanks to AppExchange and AgentExchange, you don’t have to. These platforms offer a wide range of partner solutions to extend your Salesforce org. This session will guide you through a practical evaluation process, from reviewing app details, user feedback, and components to assessing vendor support. You’ll leave with clear […]
VS Code isn’t just for Devs! Learn how Salesforce Admins can use it to search and edit metadata, find dependencies and troubleshoot differences between environments. Explore tools like SOQL Builder, Apex Replay Debugger, Agentforce Vibes and get practical tips to make day to day admin tasks faster. Leave empowered to bring VS Code into your […]
Let’s be honest, your sales team treats Salesforce like a trip to the dentist, avoided at all costs, but they’ll go when they have to. The solution? Bring the CRM to them! We’ll show you how to build a “To me, to you” workflow that surfaces Salesforce data directly inside Slack. Learn how to use […]
Approval processes have been around for a long time, enabling Salesforce professionals to create multi-step processes to control how records are approved. With the new Salesforce Flow Approval Processes, users now have a more flexible and powerful alternative that integrates seamlessly with other flows, enabling the automation of complex business processes. Learn how to create […]
Admins are the trusted subject matter experts for organization security. Maintain a healthy posture by implementing security fundamentals and platform configurations necessary to protect your data. In this hands-on workshop, we’ll move beyond theory and into practical application—walking through the core security features every admin should understand and regularly assess. You’ll explore foundational concepts like […]
Bad documentation costs time, money, and sanity. Good documentation? Priceless. In this hands-on session, you’ll learn three powerful documentation frameworks you can implement immediately: no tools, no budget, no excuses. Through real examples from Salesforce projects, you’ll see how proper documentation reduces onboarding time, prevents errors, and becomes your org’s most valuable asset.
Design thinking touches every stage of successful implementations, but many Salesforce Architects still lack the technical components of design needed to successfully address the needs of the user and business. In our session, we will uncover the essential steps needed for creating a design mindset, how to avoid rework through design, decrease time for deployment, […]
This session will explore how tools like Flows and bots can drive significant ROI by streamlining repetitive tasks, reducing manual errors and freeing up employee time for higher-value activities. Learn real-world examples, key metrics to track automation success and strategies to quantify the financial and operational impact of automation initiatives. Attendees will leave with actionable […]