Schedule

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  • All Sessions


  • April 30th


  • May 1st


  • Learn more about what technical debt is and options to manage it. We'll focus on symptoms of technical debt, what the impact of technical debt has on the ROI of Salesforce implementations, and best practices and tools to assess the extent and root cause(s) of your technical debt.
    Developer Track

  • Do you know that an efficient sales process impacts the business revenue and is the most complex and also the most neglected process in an organization 🙂 Salesforce CPQ solves the problem of manual work and gathering information from multiple sources making this process much easier. Learn how to use the Powerful features of lightning web components in Salesforce CPQ for complex sales processes by providing magnificent user experience and boost the productivity of Sales reps by closing more deals with slightest efforts and minimal errors in lesser time. Does your company: 1). Offers products and services and has a complex deal closing process for converting from a product to order. 2). Have Sales Reps and Executives working round the clock for generating more business and in need to deliver more efficiently. 3). Wants to improve the productivity of Sales professionals and expedite deal closure. Solution 1). Use lightning web components in the CPQ flow. 2). Optimize and reduce the complexity of the process by providing customized user experience using LWC. Benefits of Attending this Talk 1). SF Customers and Business Users will understand the advantages of using Salesforce CPQ. 2). Admins can learn to easily configure CPQ and optimize the flow. 3). Developers can learn to customize the process and provide rich user experience using LWC.
    Admin Track
    Developer Track

  • In healthcare, patient care doesn't end after leaving the hospital walls or being discharged from home health. To assist the patient to stay on track with recovery, or manage a chronic illness, requires numerous activities and resources. For Care Coordinators, this has historically been a challenging job that was managed through spreadsheets and manually updating electronic health records (EHR). Salesforce's Health Cloud is the solution. Come and see a demo of Health Cloud - the Care Coordinator's Service Cloud
    Admin Track

  • I will present on the 8 proven steps administrators can follow to become a Salesforce developer!
    Admin Track

  • Ever have a senior strategy meeting, where the conversation begins with the desired toolset? Or the decided gameplan is far too lofty to really happen? In this session, we'll examine the Illuminate methodology for building strategies that are couched in, and tangibly further your organization's goals.
    Executive Track

  • Pardot Scoring Categories can provide enormous insight into what your Prospects are interested in, but implementing Scoring Categories can seem like an overwhelming task. In this session, learn if Scoring Categories are right for your org and how to tackle Scoring Category implementation successfully!
    Admin Track

  • At Salesforce, Trust is our number one value, and nothing is more important than the security of our customers' data. Salesforce offers some of the most advanced security and authentication capabilities right out of the box! Come learn how to check the security health of your org with one click, and how to lock down user access by implementing Two-Factor Authentication.
    Admin Track

  • CRM implementations are not reliant upon the tool (e.g. Salesforce, MSCRM), but rather in the approach that is used to define success. The very definition of a CRM project automatically reduces the chances of success dramatically. Learn why CRM projects fail, and follow the key factors for success to keep yourself out of the statistical graveyard of CRM failures.
    Executive Track

  • Integrating Salesforce with multiple ERP systems in the same organization can be tricky without the proper architecture. This session will provide guidance on how to leverage the webhooks mechanism in Salesforce for ERP Integration. It will also help you think through Error Handling and best practices in Integrations like Canonical Data Model and API-first approach. For anyone looking to increase automation between Salesforce and ERP systems based on best practices, this session is for you!
    Developer Track

  • We will go over best practices on how to make your code accessibly through configuration. High level overview of custom metadata types, custom settings, labels and invocable apex methods. We will code a solution live!
    Developer Track

  • As developers, we’ve hesitated moving to Lightning Components for fear of rebuilding the wheel. Life with Visualforce has been nice, especially with StandardController and Visualforce Components. The good news is, Lightning Data Service and Base Components are here! Not only are they here, but new Base Components are being released all the time. Join this session as we discuss what each of these are and how it is easy to build, with demos and code examples (Aura and Web) along the way!
    Developer Track

  • Other platforms such as SAP and BizTalk have Business Rules Engines built in to pass in a central place data to be evaluated and rules applied. Salesforce has no such inherent engine. HOWEVER, you can build your own that allows you to churn through those rules and compare values independent of their underlying objects in the native object value and return the "best fit". This session will demo one such implementation and discuss the impacts it had upon Territory Assignment and Incentive Registrations in that org.
    Developer Track

  • If you're in CRM Salesforce platform, we work with our partners/vendors to deliver value altogether. I will be talking about some Artificial Intelligence, Predictive Analytics content how Citrix leverage and most importantly how we manage our CRM AppExchange and make sure we make the best on ROI.
    Admin Track
    Executive Track

  • An overview of Salesforce's newest offering - Salesforce Order Management. Available as of Feb. 2020, Order Management brings the power of managing an order's lifecycle natively, into the core system. I'll have a quick demo showing Order Management, how it can work with Service Cloud, and a few scenarios / use cases. I'll also show how flows are the heart of the system and are easily customizable.
    Admin Track
    Executive Track

  • Preparing for your Certified Technical Architect (CTA) credential is both an Art and a Science. During the CTA Board exam you’ll be given 2 hours to read, solution, design and justify a detailed architectural solution for a hypothetical scenario. But how can you turn a dense set of requirements into a digestible solution in just 120 minutes? Join Ladies Be Architects to learn why artifacts (aka solution diagrams) are important, whether you’re studying for the Board or just looking to better communicate architectural decisions. We’ll walk you through the main artifacts Salesforce architects use, then it will be your turn to grab your markers and practice drawing your own artifacts! You’ll leave the session with examples of different types of solution diagrams, and tips on how to make your artifacts more awesome whether you’re preparing for your CTA or just interested in amping up your architect skills.
    Admin Track
    Developer Track

  • As the new CIO of small company which had been using Salesforce for almost a decade before I joined, I found myself swimming in an ocean of inconsistent design decisions, abandoned implementation efforts, and untrustworthy data. This presentation will share some horror stories, highlight key lessons learned, and hopefully help teams avoid similar situations in their own orgs.
    Admin Track
    Developer Track
    Executive Track

  • API connections to get data from other sources into Salesforce is great. It can seem like you need code to find the matching records to connect the other data to, but that isn't true with Flow. Learn to use flow and lookup logic to connect custom objects to each other or to standard objects. We will run through 3 use cases including finding city/region information based on area code from incoming call, finding an associated opportunity to a record coming through an API that has been linked to an account, and even linking a selfie from a photobooth to a lead record or contact record. Become an expert at flows and you are officially a platform developer! Join us!
    Admin Track

  • Will discuss critical KPIs that you need to track in order to understand the health and path to profitability of your company.
    Executive Track

  • An Admin and Developer collaboration to walk you through best practices in setting up and maintaining your Customer Community. We’ll review steps to ensure that your Community members have the access they need without compromising your Org security. Login scenarios including Self-registration, internal and external sharing, apex managed sharing and security testing hacks will be shared. This session will also feature how to successfully migrate Community users from multiple Communities into one new Community without adversely impacting your current Community members. We’re teaming up in this unique session to deliver advanced Community solutions that will provide a playbook for immediate action steps you can take back to your Org.
    Admin Track

  • Flow has been around for a while, but Lightning Flow is still relatively new and has taken the Salesforce Admin world by storm. Join Flow and Communities experts Jarrod Kingston, David Litton, and Phil Weinmeister as they show how you can automate business processes and personalize experiences within the context of Community Cloud via Lightning Flow. This trio will provide an illustrative overview of both Flow and Community Cloud and will bring things to life by walking through real-world scenario in a live demo. They will share some actionable tips and tricks to give your Salesforce skill set an immediate boost by showing specific examples of flows in a community. Even if you are new to Communities or Flow, Jarrod, David, and Phil will get your creative juices flowing and empower you to build relevant, impactful solutions on the platform...without a single line of code! Join us for a fun and engaging session that will make you think, laugh, and cry. Well, maybe not cry, but we will try to keep you on your toes!
    Admin Track

  • Struggling to clean up the Org to migrate to Lightning? Inherited a cluttered org with no documentation? Trying to consolidate large complex Orgs? This entertaining (and sometimes painful) session shows how customers are untangling and documenting their Orgs. It will give you practical ideas you can apply immediately and keep you off the OrgConfessions.com list. Standing room only session at DF19 which got rave reviews "Omg! Please keep this one every year! It’s hilarious" "Fantastic British humour throughout. Really enjoyed it." "Super fun and educational!!" "My favorite session"
    Admin Track
    Executive Track

  • The overhaul of the Report and Dashboard Tabs in Lightning has been thrilling now that everything looks beautiful and engaging. While this is true, there are tools in the reporting toolbox that are often underutilized. Mastering the full range of reporting options is critical for Report and Dashboard creators to be able to produce meaningful measures of the health and success of our organizations. From there, it is through the combining of features that we truly can produce the most powerful reporting solutions! In this session we will explore the purpose and use cases for Custom Report Types, Row Level Formulas, Joined Reports, Historical Trending Reports, Dashboard Filters, Lightning Tables, and Embedded Analytics. We'll walk through a description of each feature, followed by business scenario where they are used and a live demo. By understanding these features, you can begin combining concepts and truly mastering Reports and Dashboards.
    Admin Track

  • Like a chef in a kitchen with a well stocked pantry, each executive, revenue operations director, and admin has decisions to make about what to cook up for their data hungry peers and which recipes to follow. Familiarity with the full range of Report and Dashboard ingredients in the Salesforce cupboard is essential, as is having a clue what dishes are favorites of those driving your organization's sales. In this session we'll introduce sales reporting concepts- our nutritious cuisine- and reveal recipes for each. We'll step through pipeline management, funnel analysis, sales cycle measurement, win-loss ratios, and various forms of trending and year over year comparisons. Once defining our sales reporting menu, we'll also discuss how and when each Report or Dashboard is best served. No aprons needed.
    Admin Track

  • The presentation provides business leaders with general directions, best practices, and certainly, lessons learned, in the pursuit of an effective data quality strategy: - Fostering a data-driven culture; a top-down approach to cultivate a strong data driven culture. -The use of data cleansing and enrichment solutions to assess and improve the quality of the data i.e. exception reports, data validation and enrichment tools. - Establishing a comprehensive data governance and setting ground rules for the collection, processing, transformation, and maintenance of data.
    Executive Track

  • RevOps is quickly becoming a critical unit to businesses these days, as it lays the foundation for fostering cooperation between Marketing, Sales, and Customer Success teams - helping them define consistent goals, metrics, and processes. The success of B2B SaaS businesses lies in sustaining existing recurring revenue as well as expanding with new revenue via upsell and cross-sell opportunities - which is why it’s so crucial to eliminate silos between operational support teams. RevOps provides a single source of internal truth In this session you’ll learn how to: Develop a framework and methodology to get teams on the same page Remove bias to ensure effective team communication and decision-making Deploy RevOps by leveraging your tech stack
    Executive Track

  • The presentation covers our custom solution that we built on top of Salesforce platform for implementing privacy laws (GDPR, CCPA) and Sandbox Data Masking. The solution is configurable to meet with various privacy law requirements.
    Developer Track

  • When you're aiming to be a Salesforce architect, it's not enough to be just technically strong. You need to develop an architect mindset wherein you not only think in terms of what to do to get the solution developed, but also looks at: 1. Is it worth doing it based on the effort and time estimates? 2. Holistic view of the whole system and how the solution fits into the whole ecosystem. 3. Does it impact the other integrated components? If yes, how do we ensure our solutions have minimal impact to the integrated components? 4. What are the things we need to look at when we make build vs buy decision? To wrap it up, having an architect mindset is like thinking beyond just the solution!
    Developer Track

  • Summary of Salesforce's credentialing process, how credentials are built, which credentials are available for developers, which resources there are to study.
    Developer Track

  • Recent data breaches made data security increasingly vital for organizations. With the Salesforce platform’s flexible, layered out of the box sharing model, it’s easy to assign different data sets to different sets of users, however, it might not be sufficient to cover all major use cases for data visibility including multi-level complex account hierarchies. Whether you are a beginner or a pro, join us to learn the different ways to share records with community users. We will explore public group sharing, data sharing rules, territories, off-platform/hybrid approach, etc. and you will compare first-hand the advantages they offer and their limitations.
    Developer Track

  • For veterans of Salesforce who have used change sets, the force.com migration tool on ant, or packaged deployments, SFDX or the Salesforce command line interface (CLI) can have a steep learning curve. I have been using the Salesforce CLI heavily for the past couple years on several projects. In this session, we dive into practice use cases and show you how to accomplish the most common tasks with the Salesforce CLI. We go over new project setup for one-off or large implementations, usage within an integrated development environment (IDE) like VS Code, integration with a source control management tool like git, practical data manipulation, scratch org creation and scripting, sandbox deployment best practices, and other topics.
    Developer Track

  • Being a successful Salesforce Admin is more than your technical skills, it's also about your soft skills. If you find yourself frustrated with your users and management, not understanding (or able to!) implement what they are asking for, come to this session to learn how to manage your management and users!
    Admin Track