Archives

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 […]

Join me for a concise and insightful session and learn how to assess and enhance the performance of your Salesforce Flows, ensuring they run swiftly and scale seamlessly as your business grows. Discover the key metrics and tools to measure flow efficiency, identify bottlenecks, and implement best practices for optimal performance. Whether you’re a developer, […]

Navigating complex stakeholder relationships is the secret to successful projects. This session explores how practical relationship management fosters better collaboration, clearer communication, and stronger alignment. You’ll learn proven techniques to build trust, resolve conflicts, and keep stakeholders engaged, resulting in better teamwork and outstanding outcomes.  

You already know that Slack is the best way to communicate with your team, but did you know that Slack comes with powerful automation tools? Join us and learn how you can begin meaningful automation that saves you time and improves your workflows!

There are many things in your production org… and they are sadly not always well documented What if you could simply generate a website describing what is in your org, and ask AI to summarize it, explain it, and complete any missing information about object model, flows, apex, pages, sharing… ? 🙂 And in your […]

In this session you will learn how to pull Salesforce Reports and Dashboards into Slack with a native Salesforce Slack app. This includes searching, setting up subscriptions and viewing snapshots all in Slack. You will also learn how to push Salesforce Reports and Dashboards into Slack using Flow. This allows you to control cadence, trigger […]

With Agentforce, Salesforce has opened the box of wonders for us, and we can augment our workforce with powerful agents that deliver scalable service around the clock. But how can we all benefit from the AI revolution without compromising the security of our data? This hands- on workshop is going to explore Agentforce’s security model, […]

Ever hit a wall with Salesforce’s standard sharing tools? When OWDs, roles, and sharing rules don’t cut it, it’s time to get creative! We’ll dive into real-world use cases that push the limits of what’s possible – complex global teams, matrix visibility and conditional access based on related objects. You’ll leave with practical configuration solutions […]

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 […]

What I found was a ton of technical debt in Sales-, Service- and Experience Cloud. Learn from my journey towards a healthy org that supports our processes, has happy users and is secure.

In the fast-paced world of Salesforce, building solutions that stand the test of time requires more than just creating new fields and Flows. This session will delve into the principles of good design, holistic thinking, and strategic planning to help you avoid the common pitfalls of technical debt. Whether you’re an admin, developer, or architect, […]

Do you ever feel like your Salesforce Flows are playing a high-skakes game of Jenga with your data? One wrong move—boom! The Winter ’24 release introduced an ‘upsert’ feature in ‘Create Records,’ promising precise updates. Sounds great, right? Not so fast! This change can cause major issues if misused. Join us to explore real-world use […]

This session will focus on key documentation types in implementation: Business Requirements Matrix, Application Configuration Workbook, and Solution Design. We’ll explore their purpose, role, and best practices. Emphasis will be placed on creating clear, concise, and effective documents that ensure client understanding and contribute to project success.

If building agents is really so easy, how much can we build and show working in under 40 minutes? Challenge accepted! Taking a common use case, like answering HR questions and booking time off work we will attempt to build a fully working agent from scratch, including all custom actions!

B2B Commerce is built on the core Salesforce platform and surfaced to your business customers through an Experience site. It uses standard objects within Salesforce to set up pricing, images, and groups of customers to sell to. Learn how to create a different look and feel for each customer, options available to you when configuring […]

Congratulations, you made it through the gauntlet of implementation! Now, let’s talk about 4 steps you should take to ensure continued success with Salesforce. In this session, we will walk through creating an impact statement to guide your future decisions, creating a Salesforce staffing plan, setting up your steering committee and establishing ongoing best practices. […]

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.

As a Admin, your work shapes team collaboration and drives success. This session focuses on developing with a team-first mindset, ensuring solutions align with multiple teams. Discover best practices for scalable, maintainable customizations, from clean architecture to naming conventions. Learn the importance of defining bypass logic to override workflows. Leave with actionable strategies to build […]

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.

Unlock the potential of Salesforce OmniStudio and master declarative development! In this session, you’ll explore how to use FlexCards, OmniScripts, DataRaptors, and Integration Procedures to create scalable, user-friendly applications. Designed for beginners, we’ll break down the basics with real-world examples, empowering you to streamline processes and deliver impactful solutions – without writing a single line […]

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.

We love Salesforce. We love working in an org. We love designing, programming and administrating our features. But sometimes, we find situations a bit tedious and wish there was an easier way to do it. Luckily, there are plenty of Chrome extensions to make our lives a lot easier. Discover some of the best Salesforce […]

Friends of Blue Footed Boobies is a [fictional] org that raises money to protect this goofy species of Galapagos bird. FBFB just adopted Salesforce for their fundraising department. Their brand new [accidental] admin is concerned that the user experience is not as intuitive nor efficient as it could be and that’s going to hurt adoption […]

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 […]

Whether you are a non-profit looking for volunteers, a junior admin looking to gain more experience or a seasoned Salesforce professional – this talk is for you. Join us to learn how you can ensure volunteering is impactful for all involved.

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 […]