Archives

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. […]

Salesforce and Pardot work so well together it’s almost like they were made for each other! But to get the full benefit of them both it’s important to know how they interact with each other. Whether you are a Salesforce admin or a Pardot expert this session will show you how you can make the […]

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 […]

Congratulations on the implementation of Salesforce for your company. Now for the real work to begin of juggling everyday tasks, refereeing competing enhancement requests and remembering to action general Org maintenance. I’ll talk about how you can transform from chaotic Accidental Admin mode into living with your implementation by creating a Centre of Excellence and […]

Saving a record on the Salesforce platform takes your data on what can be a complex journey to finally end up persisted in the Salesforce database – involving as it does the interaction of the automation tools you know and love. In this session we’ll take a look at this journey – the so called […]

Permissions are going to move from the profile to the permission set. This session breaks down how to manage this transition at scale. We will review a scaleable model and discuss how to implement it.  

An introduction to source control using Git for non-coders. Admins will learn the benefits of source control for all types of metadata and gain an introduction to Salesforce DevOps.  

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 […]

Everybody has to deliver demos – whether it is your job to sell products/projects to a client or show off the beautiful solutions you create. Delivering an impactful demo is a soft skill that does not come easily, but can be learned! Today, we’ll go over 5 simple steps to improve your demos to wow […]

Salesforce has gone all in on Flow for process automation. Are you ready to go with the flow? This session aims to help you on your Flow journey with best practices for error handling and testing. We will discuss ways to avoid errors, handle them without displaying cryptic messages to your users, and give you […]

Ever feel like there must be a quicker way of doing things? Tired of constantly logging in and out of one Salesforce org? Clicks not code is great but that’s a lot of clicks! Join Lee, a Salesforce consultant and productivity enthusiast, as he demonstrates a range of tools and techniques that help you achieve […]

You may have used Change Sets to deploy changes from sandbox to production. Maybe you built an unmanaged package to deploy changes across orgs? But did you know you can also deploy changes using SFDX and the metadata API? Not only that, but it’s quick, simple, interesting and, dare I say it, fun! I’ll show […]

As announced at Dreamforce – Process Builder and Workflow Rules are being retired and the focus is moving forward to the ever-expanding power and feature-set of Flow. In the presentation we will show the power of Salesforce Flows, discuss different approaches for the migration and present tips and tools for planning, managing and testing the […]

We all know that moment when you are running a Salesforce project for a couple of months (or even years), and we need to do a configuration review. Which field is not used anywhere, which permission set is assigned to which user, do we have duplicates in our custom labels… Tricky right? What if you […]

Using programmatic problem-solving patterns, we can fine-tune record-triggered flows for optimal performance and organize the logic to maintain sanity during solution design and debugging endeavors. We’ll explore frameworks for before-save flows (optimized for fast field updates) and after-save flows (orchestrating actions and related record automation). These tips will ensure you can continue to #AutomateAllTheThings without […]

Salesforce Dynamic Forms has been in general release for a while and it’s still a hot topic. While Salesforce is continually working on enhancing this feature, Admins everywhere are learning how best to use it, which has led to a lot of questions. In this session I’ll do a live demo of how to set […]

Salesforce as a platform continues to evolve and enhance its capabilities. It is made up of a few clouds and the lines between them continue to blur. Marketing Cloud has traditionally been the furthest removed from its sibling “core” clouds. However, this is changing. Two of the bigger initiatives that are driving Marketing Cloud closer […]

In this session we’ll take a look at how to set up you Flow environment to avoid needing a time machine to undo your mistakes in the future! With the announcement that Workflow Rules and Process Builder are to be retired everyone’s talking about how to move all your declarative automation to Flow. However, before […]

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. […]

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 […]

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 […]

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 […]

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.

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]