Archives

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 […]

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 […]

The world of AI revolves around the construct of a “model”. But unpacking what exactly this is can be daunting. Treat your self to a visual feast that breaks down the core concepts behind modern AI models. Starting from basic machine learning algorithms, and working through the most state of the art LLM architectures, walk […]

Data Cloud is the key to working with large amounts of data in Salesforce, and now your flows can access and trigger from that data! Join Flow Builder expert and Trailhead writer Mark Ross as we talk about Data Cloud from a Salesforce admin perspective, and explore the ways that Data Cloud and Flow Builder […]

Salesforce is a wonderful platform capable of transforming any business. But not all businesses are created equal as there’s a lot of considerations when dealing with 10,000,000+ records in complex orgs. This session will cover the 3 key areas for admins, developers and architects to watch out for when building at scale. No matter your […]

Have you ever built something in Salesforce that you wish you could copy to another org? Or something you believe could benefit others but don’t know how to share it? Have you considered packaging but hesitated due to lack of a developer background? Join us as two non-developers guide you through creating your first package […]

Explore the synergy between Salesforce Flow and OmniScript in our insightful session. Learn how to leverage pre-built OmniScripts within Salesforce Flow to automate complex business processes efficiently. Our real-project case study will guide you through integrating these powerful tools. Gain insights into streamlining workflows, enhancing user experiences, and driving operational excellence. Join us to unlock […]

Best practices from the recent project experience where we implemented a new access model based on permission sets. Learn how we shaped the design, what challenges we had, and what tips we have for you.

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 […]

Looking to optimise your business processes, enhance data quality, and increase user engagement? You’ve come to the right place! In this session, we will explore real-life examples of how Screen Flows can boost efficiency and drive business success. Join me as we uncover the hidden powers of Screen Flows, a tool that every admin can […]

Learn how to build a solid data quality foundation before going on an AI-powered SF-adventure. We’ll dive into data chaos, and I’ll show you that your data quality is probably not as good as you think. I’ll share practical tips, models, and tools you can implement right now. You will also learn about (AI) tools […]

Unlock the full potential of Slack and Salesforce by seamlessly integrating them through Flow automation. In this interactive demonstration, discover how to leverage Flow to create, manage, and optimize Slack channels for enhanced project management efficiency. Learn step-by-step procedures to dynamically create channels, add members, distribute messages, archive channels and send Screen Flows—all triggered by […]

In the world of automation on the Salesforce platform it can be confusing when to choose each automation tool and for what scenario. In this session we will go over when you should use one tool vs the other using the Salesforce Well-Architected framework decision guide for record triggered automation. Attendees will leave this session […]

Are you looking to streamline your business processes and empower your admins to build and automate? Look no further than Flow Triggers. This year, we’re going beyond the basics, introducing an array of new features including transform data elements, HTTP callouts, and updates in flow orchestration. Get ready and join us to discover how these […]

Einstein 1 Studio revolutionizes AI on the Salesforce platform. By leveraging business data and unique setups, it automates tasks and provides invaluable insights. In this session, we’ll delve into Einstein 1 Studio, covering its features (Prompt Builder, Co-Pilot Builder, and Model Builder), as well as demystifying terms like “grounding”, “meta-data aware”, and “LLMs”.

Most of us achieve good-enough when creating reports and dashboards in Salesforce, but perhaps don’t take the time to explore further to produce greatness. In this session, we’ll step through features, techniques, and best practices to take your reporting to the next level. We’ll discuss how take a critical eye to what you already have […]

Copilots are the hottest new tool in Enterprise Software – an always on assistant that is keen to help wherever it can. But like any coworker, it needs the right skills to be useful. Join me to learn how to create custom actions to skill up your copilot, and get the assistant that can provide […]

Certified Technical Architect, many dream about the CTA, some start the #journeyToCTA and a select few finish as Certified Technical Architect. Johann will show how an Admin from a small Start-Up can become CTA. He will take us on his adventure from Admin to Architect. This talk is for Admins and Consultant who might want […]

Are you looking to streamline your business processes and empower your admins to build and automate? Look no further than Flow Triggers. Join us in this session as we explore building flow triggers, the use of flow orchestration and learn about performance, best practices and useful tips.  

Salesforce DevOps Center (DOC) is the free replacement for Change Sets. Every customer should be migrating to DOC, but the lack of awareness of the potential and a fear of making the change is slowing adoption. This is hugely wasteful as DevOps Center is dramatically faster and more rigorous than Change Sets. But DOC enables […]

As a Salesforce #AwesomeAdmin you may be a bit hesitant about the coding side of the Platform. Chances are, you already know a ton about writing code and haven’t even realized it! Join this session to learn more about Apex Basics in Admin terms and find out how utilizing functionality such as Objects, Fields, Formulas, […]

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 […]

With Flow increasingly at the heart of Salesforce’s declarative automation, skilling up in Flow is heralded as a good investment of time and energy. As an admin from a non-technical background, getting to grips with Flow may be daunting and overwhelming. It certainly was for me. In this presentation I will share some of my […]

There’s a lot on offer for nonprofits beyond 10 free licenses, but not all of it is well known. Through our work from two complementary angles, we’ve put together key resources and tips which can help you get the most out of Salesforce. From free training to personal development, this will cover what we’ve learnt […]

Slack – the most expensive Salesforce acquisition and at the same time considered just as a chat tool by most people. Why it might be interesting for Salesforce folks, how we can utilize it and what extra services we can offer to its customers? Let’s find out more during this Lighting fast talk.  

Join Lee, a Salesforce consultant and productivity enthusiast, as he demonstrates some classic and up-and-coming tools to help make light work of repetitive tasks and do more with less time in Salesforce. Expect tools, Chrome Extensions and more…  

User Stories are used to pass business requirements from stakeholders to developers, who implement them in the application . But how good are we – awesome Admins and Developers – at understanding what the Story is telling us? In this interactive session we will analyse a sample User Story to see whether we understand it […]

Whether admin, architect or anywhere in between, how do you offer solutions that are not only feasible – yes it can be done, viable – yes its within budget, but also desirable. Achieving the ultimate goal, of excellent user engagement. Building with desire, managing projects with desire, solving customer requirements that are desirable to use. […]

Discover the key items to review when assessing a new client’s Salesforce org. From data quality to process automation, learn what to focus on for a comprehensive first look.  

Flow Builder is the future of Salesforce automation! Do you have a strategy for your migration? Already have one but not sure if you’ve covered everything? This session is for you! Using real-life examples we’ll go through everything you need to create a flawless strategy to migrate Workflow Rules and Process Builders to Flow. With […]