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 […]
Getting started with NPSP or a pro? Join this session to learn about must-do NPSP settings and custom, yet elegant, automations that will safe you and users time. From customizable roll-ups to declarative automations – you will learn our secrets how we help users to spend less time on manual, and more on mission.With close […]
Stop telling your Salesforce users how to work. Instead of building to the lowest common denominator across your organization, create solutions that offer end user customizations and persistent preferences. By using custom settings, CMTs, visibility rules and a few other tricks, you’ll discover that you can satisfy everyone’s needs by putting the user in control […]
This session will cover the real benefits of DevOps within the Salesforce platform, as well as the challenges faced due to the metadata foundations of Salesforce. A look at DX/LWC as well as the agile principles and best practices.
At some point in the “life” of almost every Salesforce platform, there will be at least one major data migration project. Since most businesses won’t go through this experience frequently, it can become a very painful exercise (coupled with a steep learning curve) with seemingly endless stops and starts. This session is packed with the […]
What are the worst mistakes you can make as an admin? In this talk I will go through 3 of the worst mistakes I made as an admin. Only years later do I know why they were so bad. In this talk I will talk you through the mistakes I made, what the impact of […]
Einstein Discovery sits at the heart of Salesforce’s CRM AI toolkit. In recent upgrades to Tableau CRM (formerly Einstein Analytics) some seriously cool capabilities have snuck in to allow Business Scientists to undertake professional-grade Machine Learning and decision-support inside Salesforce. In this session you’ll experience real examples of using the new AI tools and deployment […]
Take your Salesforce to the next level and learn how to tailor your org with themes and branding. You can build a beautiful, branded environment that creates a sense of unity and teamwork. No worries if you have multiple brands; we’ll cover how to create different branded apps so everyone feels special!
Admins need to be at least passable with some sort of scripting language for their chosen platform. Join Houssam SAOUDY to get started with Apex in 25 minutes and add Apex to your toolkit. Not that you’re going to embark on massive projects running into tens of thousands of lines (though that can happen) — […]
Data quality problems can dramatically hinder (sales-) user adoption, and compromise the integrity of your metrics. Learn how to administer a data quality framework that will enable your teams to work at peak levels, and find out about tips and tricks for tackling your data management woes. #Sales #Service #Integrations #MasterDataManagement #InformationStrategy
External Services provide a great way to make an API call in a flow, or in Apex, without writing code. This session will be an introduction to external services, covering when we should use them and why, and will also include a demo showing you both how to use external APIs and standard/custom Salesforce APIs […]
Migrating data into and out of Salesforce orgs can be very difficult. In this talk I present a pattern for successfully planning and executing a data migration between two Salesforce orgs while avoiding some of the pitfalls and gotchas that catch out the unwary. I will discuss the four key features of a data migration […]
Tracking the trailhead modules your users are doing. Doing agile project management in Salesforce. Organizing surveys with your customers in Salesforce. Did you know all of this is possible without doing any developments? In this session I will show you some awesome stuff in the AppExchange made by Salesforce Labs. I will cover: – CMTD […]
Imagine having one “deluxe” custom report type per object to address a majority of report requests – pulling in up to 1,000 fields from up to 60 related objects with ease. You’ll instantly know which report type to choose in order to get the data you need without any trial and error. Come learn how […]
It is possible to get a long way with standard Products, Price Books and Quotes. However there is a point where you need more functionality and ability, this is when CPQ can be extremely powerful. In this session we will be exploring the main areas of CPQ that tend to be the tipping points for […]
On an ever-evolving platform, our changes can have side effects that are hard to predict. As an Admin you need to develop a range of detective skills to investigate confusing behaviour and cryptic error messages. Unit Tests are a powerful tool that can diagnose issues in your Org, and are increasingly used with declarative features […]
Join Chris on a whistlestop tour around the all new Lightning App Builder for Salesforce Mobile. Armed only with clicks, not code, you’ll see how you can take the power of the Lightning Platform and place it into the hands of your users… Literally.
My Accounts, My Opportunities, My Cases, My Anything…Dynamic List Views & Reports are a fantastic tool for Admins and Users alike. But, what if your User is NOT the record Owner? Tough luck. Right? WRONG! Learn a simple, yet powerful, declarative technique to drive dynamic List Views and Reports using user fields other than Owner.
In the vast Salesforce ecosystem, there are many different Salesforce admin jobs, all equally challenging, rewarding & fun. How do you know if you are best suited to a being a lone wolf or part of a pack? Hear from two very different admins; a solo admin & a team manager. They will provide insights […]
Becoming a Salesforce Consultant is a logical career step for a lot of Admins, and one that I have made myself. Although a lot of people have made the leap and are enjoying the career change, the thought of a drastic switch can be daunting for some, including myself. Throughout the last four years working […]
In this session, you’ll learn tips and tricks to make your application run fast in an org with large data. Together we’ll discover the wonderful world of large data volumes, which are often overlooked but are equally important to building and supporting an application.You’ll take away with the knowledge to make your reports and dashboards, […]
You may have heard that best practice with the Salesforce Process Builder is to only have one process per object. And you may be the only one. We see dozens of orgs where either no one knew that, or people did and didn’t follow the guidelines. To be fair, it’s not that obvious how to […]
Watch three cool Service Cloud technologies: IoT, FSL and Community connected in a 24×7 real life scenario modelled in a Greenhouse demo. Electronic devices measures greenhouse parameters, and send readings to the Salesforce IoT that reacts to deviations or unexpected events. When the glass roof gets broken, the nearest technician receives and order that let […]
“My Salesforce is slow” is a common complaint by users. As you implement more and more functionality, record saving times will eventually become slower and slower. Your devs tell you only code can save you now. But there is a way without any code! In this session I will explain the concept of decoupling processes […]
Are you an Awesome Admin who would like to grow their power by finding out more about VS Code? Or are you just new to VS Code? Happy to be able to help! The session will start with a VS Code intro and will sink further into details by connecting with any org. Examples will […]
APIs are not just for Admins anymore. “External Services” lets Admins design Flows to interact with external APIs without (much) help from developers. APIs give you access to external systems and data but until now have needed APEX developers to help set it up. In about 20 minutes I’ll show how to use External Services […]
Salesforce Admins are often at the centre of change within organizations. Whether you are automating a process or transitioning to Lightning, change management skills are necessary for success. A little bit of change management wrapped in your projects will ensure smooth sailing and create a better experience for your stakeholders, end users and also you. […]
What is a Demo Jam? Demo Jams are a game show style event where app partners showcase their most compelling app in a super short, no fluff, 3-minute demo. At the end, the attendees vote live on their favorite demo (the winner gets an exciting prize) Hosted by AppExchange and Salesforce MVPs What are the Demo […]