Tahoe Dreamin 2023 Schedule

Our keynote will start off with Bill Greenhaw and the Tahoe Dreamin' team discussing this years conference and going over some logistics. We will then jump into a quick Demo Jam.

After this the awesome Jessica Langston will get all the Trailblazers excited and energized.

We’ve all been there… in the midst of the friction between Admins and Developers, fighting the No-Code vs Code battle. It doesn’t have to be this way. We are all on the same team working towards the same solutions.

Learn what Admins can do to get in the mindset of a Developer and write user stories your Dev Team will celebrate. We’ll look at successful examples and collaborate on tips & tricks Admins can use to write great user stories.

This session will overview how a variety of Non-Profit organizations are using automated texting to coordinate volunteers and communicate with clients and donors. Then we will dive into some specific flows to demonstrate exactly how Cake4Kids uses Proton Text's invocable actions in their mission.

Data drives decisions. Having reliable, clean data is a goal of most organizations. However, far too often the method for retrieving, presenting and consuming this data is an afterthought for many implementations. This session will help you understand the architectural process required to provide your stakeholders with actionable analytics that can drive the business forward. We will examine data models and sources, reporting tools and processes, resources, access policies and delivery methods. Prepare yourself and your organization for the full analytics lifecycle. We will use a custom commission reporting solution as a live demo.

From basic scenarios to complex use-cases, cross filters are the answer to creating spectacular intersections of data directly in Salesforce with just a few clicks. No longer will you have to export data and manipulate it manually to filter the results based on related records, duplicates, or other data sets. Instead, you will be free to take action on your data. Get ready to shift your reporting skills into the next gear with the power and simplicity of cross filters.

Did you know that only 14% of ALL declarative automation is in Salesforce Flow? 

Prioritizing the migration to Flow can revolutionize your Salesforce org, driving increased adoption, saving time and resources, and boosting your bottom line. Our data shows that over 50% of Salesforce orgs could save more than 100 hours per year by migrating away from workflow and process builder! 

Join our workshop to discover the fastest, easiest (and free) way to find out how far along you are in your migration to Salesforce Flow and how to track your progress. All attendees will have the opportunity to scan their own Salesforce org and track their progress in real-time.

What you'll learn:

• The amount of declarative automation you need to migrate to Flow, enabling you to plan and prioritize your org optimization projects.
• Your ROI metrics of Flow migration, helping you gain critical stakeholder buy-in.
• Effective strategies and techniques to streamline your migration process and save valuable time.
• How to compare your progress with others in the ecosystem, ensuring you're on track to success. 

Come prepared by scanning your org with Hubbl Diagnostics Essentials, a free org intelligence tool, before the workshop. We can work through your data in real-time, ensuring you leave with an actionable migration roadmap. 

Don’t let activity capture issues limit your sales team’s potential and revenue growth. Join us to learn how to fix them and get revenue intelligence by turning Salesforce data into valuable insights.

Experience the groundbreaking integration of ChatGPT that is reshaping the world of Salesforce Admins! Witness the launch of Snapshot's transformation, as it revolutionizes the management of deployments, dataset migrations, and Apex code for Salesforce Admins. By harnessing the immense power of ChatGPT, an advanced language model, Snapshot introduces an intelligent and intuitive assistant that simplifies and streamlines these crucial tasks. With ChatGPT's unparalleled natural language processing abilities and profound comprehension of the Salesforce, Snapshot empowers Admins with an unparalleled level of intelligence and efficiency in their day-to-day operations.

Come check it out for yourself at our workshop

Get ready to tap into your inner Trailblazer and unleash your branding magic! In this workshop, we’ll dive into the secrets of building a successful personal brand within the Trailblazer ecosystem. Learn how to engage, inspire, and magnetize the community, while crafting a unique brand that shines.

Join us in this workshop to understand the importance of data access and how to manage visibility with industry leaders in Salesforce security. This session includes tips and tools to help you validate data accessibility and keep your organization secure.
In addition, you will receive an overview of both user access and system access, which allows your users to gain access to the data they need.

Tahoe Fund has been using Salesforce for donor management since 2012. They used Conga's Mail Merge application for most of that time, but two years ago Conga decided to retire this app and were unable to help Tahoe Fund get the same functionality without having to dramatically increase the cost. Learn how their consultant, Emily Walton, met Matt Kaufman from Mambo Merge at the 2021 Tahoe Dreamin' and worked with them to set up a merge solution that is simple and easy for Tahoe Fund to use to create and print all of the various thank you letters, while also costing much less than Conga.

In this session you will:
-Learn about the Tahoe Fund's mission to use the power of philanthropy to improve the Lake Tahoe environment for all to enjoy.
-See a demo of how Mambo Merge was set up to allow Tahoe Fund to easily create thank you letters from list views
-Meet with the CEO of Mambo Merge to learn more about how their product can help your organization.

Admins can be the last line of defense when it comes to securing their Salesforce data, and sometimes left without the proper resources to get the job done. Luckily, Admins have the opportunity to become security influencers - or advocates - at their organizations. Let me show you how to effectively advocate for cybersecurity as a priority, navigate conversations with stakeholders like CISOs and other C-suite leaders, and get the resources and tools you need to protect your Salesforce org.

In this session, long-time friends and colleagues Ray and Evan walk you through the making of an Experience Cloud customer community from scratch. This is a real-life client scenario where an experience cloud site had to be launched, functional, and high fidelity branded pixel perfect within 6 weeks. We discuss the process from define and design to implementation, testing, and deployment. We discuss real decisions that had to be made with realistic compromises to meet deadlines.

We introduce the business and technical stakeholders, the processes by which we laid out options and made recommendations, and ultimately the areas we had success or failure.

In some aspects, 6 weeks to launch felt a little like 6 days to air (the documentary whereby a South Park episode was created in just 6 days as a normal way of working). With proper planning and the right team, 6 weeks is plenty of time to accomplish the goals at hand.

Connect with the Salesforce Your Account App product team to provide feedback and input on self-service subscription management that will help shape the roadmap. Provide ideas in advance on the Idea Exchange! (Idea Exchange -> Your Salesforce Experience -> Your Account App)

Are you tired of expensive integrations?
Do you need more visibility into company performance?
Does your organization want to run everything on the Salesforce Platform?

If you answered “yes” to any of these questions, then it’s time to explore Salesforce-native accounting: Accounting Seed.

With Accounting Seed, you can get a true customer 360 view—giving sales, finance, and executive teams access to the same data, and enabling faster, more accurate decisions.

Join Accounting Seed product experts for a live demo of Accounting Seed and see firsthand the power of a fully connected solution. Register today!

A forward looking preview of OpenAi’s SlackGPT app in action with Sales and Service Cloud integrations.

With the proliferation of no code and low-code tools on the Salesforce platform, the role of a salesforce admin is changing. In this session, you’ll learn about what an admin is, how the role has changed over time, and the need to adapt in order to be successful in the future.

Leverage the power of Slack with a newly released Workflow Builder 2.0. Automate even more with a no-code, modular workflow builder to make your company’s working lives simpler, more pleasant and more productive.

Are you new to Salesforce Consulting and unsure how you're ever going to survive your first project?
Wondering why anyone is coming to you with questions when you have no idea either?
Do you feel like you're drowning in requirements you don't know how to meet?

In this session you'll learn insider tips and tricks to quickly grow your skills and develop your confidence in the Salesforce Consulting industry. Some things we'll cover include: The most effective way to say 'I don't know", how to add value when you're feeling like a fraud, and how to disprove that critical voice in your head.

In this interactive session you’ll learn what it means to think in diagrams and how to take your customer journey, process flow or system architecture thoughts and create beautiful diagrams that showcase what’s important and why.

Are you ready to elevate your Salesforce testing game? Join us for an immersive workshop where you'll discover the capabilities of Tricentis Test Automation for Salesforce. Whether you're a seasoned professional or a beginner, this workshop is designed to empower users of all skill levels to enhance the quality of Salesforce upgrades, applications, and customizations.

In this workshop, you'll delve into the world of TTA for Salesforce and uncover its powerful features specifically optimized for Salesforce professionals working in highly complex environments.

Seamlessly create test cases: Learn how to easily create comprehensive test cases using the tool's pre-built Salesforce steps. With TTA for Salesforce, you can quickly set up test scenarios without the need for extensive coding or scripting.

No-code recorder: Harness the power of the no-code recorder to effortlessly create test steps that align with your unique testing requirements. This intuitive feature allows you to capture your actions and generate automated test cases in a snap.

Accelerate Testing Cadence: Test early, test often, and test effectively. Discover how to speed up your testing cycles, ensuring a quicker time-to-market for your Salesforce applications. Say goodbye to manual, time-consuming testing and embrace the power of automation.

Detailed Reports and Dashboards: Gain valuable insights into your test execution process with comprehensive reports and interactive dashboards. Monitor and evaluate your test results effortlessly, enabling you to make data-driven decisions and optimize testing strategies.

Don't miss this opportunity to master the art of Salesforce testing with Tricentis Test Automation. Equip yourself with the tools and knowledge needed to drive excellence in your Salesforce projects. 

Attention job seekers! Gaggle Social is the solution to the job hunting problem you didn’t realize you had. Wading through hundreds of listings that are a 10% match for your skills is a waste of your time. Similarly, hiring managers dealing with hundreds of resumes that are only a 10% match for their posting will certainly make them miss that needle in a haystack that is an 80%+ match that they want to talk to.

Come see a demo of Gaggle Social’s solution to both of these issues. Create your free Gaggle Social profile during this interactive session and maybe you will find the job (or candidate) of your dreams.

Benefits of Gaggle Social:

• Grab the attention of a hiring manager twice as fast with the right set of skills highlighted on your profile in a manner that is easy to visualize and read
• Save time on applying to just the jobs you are the best fit for
• Hiring managers can easily compare multiple candidates’ qualifications in an apples to apples format

A forward looking preview of OpenAi’s SlackGPT app in action with Sales and Service Cloud integrations.

Asynchronous Automations should be used in situations involving Large Data Volumes and poor system performance. We will go over the different ways to automate asynchronously, why you would want to use asynchronous vs synchronous and look at some different use cases. Attendees will learn the different ways to implement automations asynchronously and why they can help poorly performing orgs and user experience.

Get ready to tap into your inner Trailblazer and unleash your branding magic! In this workshop, we’ll dive into the secrets of building a successful personal brand within the Trailblazer ecosystem. Learn how to engage, inspire, and magnetize the community, while crafting a unique brand that shines.

Leverage the power of Slack with a newly released Workflow Builder 2.0. Automate even more with a no-code, modular workflow builder to make your company’s working lives simpler, more pleasant and more productive.

There are a number of gotchas when implementing Salesforce Industries (SFI), formerly known as Vlocity. For example, product and price matrix data is stored in JSON and so is not available for typical reporting tools.

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 and also review the Salesforce Well-Architected framework decision guide for record triggered automation. Attendees will leave this session having a better understanding of which automation tool to use for different use cases.

As Admins and Implementation Consultants, it’s easy to get on a roll and set things up in Lightning either based on the ‘out of the box’ formats or based on what you think looks good. But to really maximize the User Experience, we have got to learn to place ourselves in the seat of our users. Watch how they work, watch the things they click on, understand their process steps and design the interface with that in mind. We’ll give you some practical tips to help make even the most resistant user appreciate the interface and experience!

Setting up document workflow automation in Salesforce with airSlate. Get workflows and integrations working in minutes.

Rolling out a new change in Salesforce made easy? That seems like an impossible task. Join Spekit’s team to see a high level overview from our customer success manager on how teams are using Spekit’s just-in-time learning solution to easily communicate change, seamlessly roll out new processes in Salesforce, and eliminate the friction between sales, leadership, and admins. Our very own salesforce admin will be joining to discuss his firsthand experience with how Spekit solves his daily challenges & frustrations.

Do you have a non-coding background but are interested in skilling up? The Platform Developer 1 Certification path is an excellent foundation for taking the next step in your Salesforce career. This session will cover what I believe are the four pillars of pursuing this certification: Motivation, Mindset, Mastery, and Mentor. You will leave this session with a better sense of your personal motivation, the confidence to take on the PD1 path, and a framework for approaching the certification.

Are you curious about how to bypass Flows in a scalable way? In this session, we will explore how to bypass Flows using custom permissions and custom settings in Salesforce. You will learn how to use custom permissions to control access to specific Flows, and how to use custom settings to configure the behavior of Flows based on certain conditions.

Agenda:

• Custom Permissions and Custom Settings overview
• Using Custom Permissions and Custom Settings in Flows
• Use Cases and Demo

By the end of this session, you will have a solid understanding of how to leverage custom permissions and custom settings to bypass Flows in Salesforce. You will be able to use these techniques to streamline your business processes and improve the overall efficiency of your organization.

Discover how secure your Salesforce org is in just 20 minutes by joining our workshop. Custom code, installed packages, and permissions all play a critical role in org security. During this hands-on workshop, you will have the opportunity to scan your own Salesforce org in real time to identify any security risks. 

During the session, you’ll learn how to:

• Perform a comprehensive security risk scan of your Salesforce org.
• Identify potential vulnerabilities in your custom code, such as SOQL injections, XSS vulnerabilities, and improper authorization.
• Find and update your out-of-date installed packages that may be contributing to security risks.
• Review profile and permission set assignments to ensure that only authorized users have the necessary privileges.

Don't leave the security of your Salesforce org to chance. Join our workshop and gain the knowledge and tools to identify and mitigate security risks today.

Our simple, lightweight, and powerful OPEN CTI call center app - powered by Twilio - delivers worldwide PHONE and SMS capabilities, including click-to-dial, IVR, ACD, automation, Salesforce mobile and more.

+ Einstein Conversation Insights
+ Sales Engagement

Covering how to get your designs to a point of clarity to show various audiences (Review Boards, Peers, Stakeholders ect) and creating documentation that can allow others to know what you want/did if you weren't there.

The Grassroots Mobile Survey App started life as a proof of concept for a nonprofit in India that couldn’t afford the tools needed for offline survey work. Recognizing the need for similar capabilities at other nonprofits, our all-volunteer team worked to have GRMS adopted by the Open Source Commons (OSC) with the goal of bringing affordable offline mobile field surveys to all nonprofits.

The presentation is set in a real-life scenario in India. Health workers make their rounds armed with mobile phones to capture their data, and we’re invited to tag along...

The GRMS has two custom objects installed in Salesforce and a Sample Survey package that offers prototypes for possible surveys. However, Field Survey object is completely customizable to fit any field scenario. The app is installed on the field worker’s phone. Between the phone and the office, Heroku provides authentication and connection. One integration user comes from the office... that’s right...ONE integration user. The field workers are all logged into Heroku and connected by their mobile phone. The GRMS downloads field surveys into the phone, shows the field workers their client lists, and then can work entirely offline until the phone goes back online. The presentation will show how all the pieces fit together and how to add field workers and new surveys and sync back to Salesforce when there’s connectivity. The presentation shows the Salesforce structure, the Heroku “handshake” and demonstrates in real time how the phone app works.

Stop by for the presentation… for the hurricane victims and the storm and flood victims, and the old folks confined to their homes.

Learn about what generative AI is, why it’s important, and how Salesforce’s new Einstein GPT works. Leave with a clear vision of how you can use AI to elevate your work and position yourself as a leader in this space.

It’s not just you… Data Migrations are hard.  In this clinic, we’ll unpack the lessons we’ve learned from a collective 15 years in the industry and dozens of migrations of all sizes and shapes.  We will give you a 5-Step Roadmap to successful Migrations along with sample documentation and tooling recommendations to ensure your next Migration is a success! 

Are you in the midst of or want to avoid a chaotic technical project? You know, the one where no one’s on the same page about what needs to get done, by when, and in what order?

Whether you’re a project manager, business analyst, administrator, developer, or consultant, very few people know how to run a project smoothly - and the best of the best use their secret weapon….high-quality acceptance criteria.

In this session, you will learn what acceptance criteria is, why it matters to your Salesforce project, and how to write picture-perfect criteria so that everyone is aligned and your project results flow seamlessly.

You will walk away with an actionable framework you can deploy immediately to set your team and project up for success.

Presented in the comedic style of Jeff Foxworthy’s “You Might Be a Redneck”, this session explores the daily life of a Salesforce Administrator, with the challenges of having to deal with users, managers and family members who don’t understand your job, and so much more. It’s 75% comedy and 100% educational. And might just be the only Salesforce presentation you'll ever see with multiple wardrobe changes!

Do you ever feel like you need to sacrifice UI and functionality by choosing a declarative solution? Enter OmniStudio! OmniStudio is the next progression of native low code / declarative tools. It traverses the division between Flow and Apex nicely and allows businesses to create and deploy enterprise-level applications, integrations, and workflows. If Flow leaves you wanting more, come learn about OmniStudio and don't get left behind!

Especially important for Industry Cloud users, this session will:
- Introduce OmniStudio and it's capabilities
- Discuss and explore real-life use cases
- Peak under the hood at the technical implementation and design
- Discuss best practices and pitfalls of OmniStudio

Whether you're an executive who's looking for better ways to optimize your business processes or an admin who's expected to deliver it, this is the session for you.

For more than a decade, the Salesforce nonprofit community has primarily rallied around a suite of open source software solutions called the Nonprofit Success Pack and associated apps. This year, Salesforce announced a substantial change in its delivery of services to the nonprofit community, including a new set of Salesforce core products that will likely receive the bulk of future innovation. How will this impact your organization? How should you prepare for next steps? With experience from the beginning of the NPSP, I'll guide you on how we got to where we are today, explain what has been shared publicly about the new path forward, and provide guidance on recommended decision paths critical to nonprofits that use the NPSP.

This session is trying to carve an opinionated pathway of how to efficiently organize and maintain your flows. Flows have inherited an architectural principle that might not be optimized for its use case - mainly that of "one process per object". I will interrogate this concept, go over what parts are still good (if any) of this paradigm, then proffer some ideas on the best way to architecturally address your automation needs vis-a-vis flow. There will be discussion of mixing and matching, tooling, and general stylistic concerns, among others. By the end of the presentation, users should have an understanding about how I would address flow architecture and in turn, this should be a spring board for further discussion and a jumping off point for their own thoughts.

Are you tired of expensive integrations?
Do you need more visibility into company performance?
Does your organization want to run everything on the Salesforce Platform?

If you answered “yes” to any of these questions, then it’s time to explore Salesforce-native accounting: Accounting Seed.

With Accounting Seed, you can get a true customer 360 view—giving sales, finance, and executive teams access to the same data, and enabling faster, more accurate decisions.

Join Accounting Seed product experts for a live demo of Accounting Seed and see firsthand the power of a fully connected solution. Register today!

Learn how to easily find and evaluate all your tech debt. To make the most of this workshop, we will ask you to set up an account prior to the meeting with one of your sandboxes or a developer works org to perform this in.

One of the nonprofit where I volunteer is currently doing an RFP and assessment of adding Case Management to their existing NPSP implementation where they are currently only managing donor tracking and engagement marketing. I want to use this session to communicate the key learnings we are still discovering around the data model and usage differences between the now legacy NPSP and the longer-term nonprofit cloud solutions.

Are you ready to elevate your Salesforce testing game? Join us for an immersive workshop where you'll discover the capabilities of Tricentis Test Automation for Salesforce. Whether you're a seasoned professional or a beginner, this workshop is designed to empower users of all skill levels to enhance the quality of Salesforce upgrades, applications, and customizations.

In this workshop, you'll delve into the world of TTA for Salesforce and uncover its powerful features specifically optimized for Salesforce professionals working in highly complex environments.

Seamlessly create test cases: Learn how to easily create comprehensive test cases using the tool's pre-built Salesforce steps. With TTA for Salesforce, you can quickly set up test scenarios without the need for extensive coding or scripting.

No-code recorder: Harness the power of the no-code recorder to effortlessly create test steps that align with your unique testing requirements. This intuitive feature allows you to capture your actions and generate automated test cases in a snap.

Accelerate Testing Cadence: Test early, test often, and test effectively. Discover how to speed up your testing cycles, ensuring a quicker time-to-market for your Salesforce applications. Say goodbye to manual, time-consuming testing and embrace the power of automation.

Detailed Reports and Dashboards: Gain valuable insights into your test execution process with comprehensive reports and interactive dashboards. Monitor and evaluate your test results effortlessly, enabling you to make data-driven decisions and optimize testing strategies.

Don't miss this opportunity to master the art of Salesforce testing with Tricentis Test Automation. Equip yourself with the tools and knowledge needed to drive excellence in your Salesforce projects. 

Connect with the Salesforce Your Account App product team to provide feedback and input on self-service subscription management that will help shape the roadmap. Provide ideas in advance on the Idea Exchange! (Idea Exchange -> Your Salesforce Experience -> Your Account App)

Change Management within Salesforce can be difficult. It’s just too easy to develop straight in production. This session will go over easy steps that anyone can do to ensure that what you have built has not accidentally blown up your salesforce production org.

In the session you will learn how to avoid many problems by developing in Sandbox, QA/UAT what you have built and then promoting to production and smoke testing in production.

In the last couple of years, Salesforce flow is becoming a very very powerful tool and can already resolve most business challenges. But is there still something that flow couldn't solve? That's what we have to figure out! Let's try to get it clear when do we use flow and when do we use Apex Trigger?

You take pride in your code but the actual deployment of it is a different story. You’re familiar with stress in the testing stage before a big launch, trying your best to maintain the level of quality your customers expect while accounting for Salesforce’s regular updates and adjusting your testing strategy as necessary. If you’ve got a headache thinking about how much peace of mind this will cost you in the long run, you’re not alone. Luckily, thanks to its focus on quality test automation, Provar can help provide a balance so testing before deployment helps rather than haunts.

In this session, you’ll learn from Zac Taylor, Senior Solutions Engineer at Provar, why test automation for your Salesforce applications offers you more than peace of mind, but also ensures that your teams have a robust framework with which to set up quality processes and deliver quality software. He will share key strategies to consider when evaluating new test automation solutions, deployment horror stories from years of working with global software development teams, and key testing principles to help you build confidence and peace of mind in every deployment.

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.

In this session, we will explore the exciting intersection of AI and CRM, and how it is revolutionizing the way businesses engage with their customers. With the rise of AI-powered automation, customer data analytics and machine learning, companies can now deliver seamless and personalized experiences to their customers at scale.

During the session, we will discuss how AI is transforming the entire sales cycle from lead generation, prospecting, nurturing to sales closure, and beyond. With the help of AI, businesses can now predict customer behavior and buying patterns, automate mundane tasks and workflows, and deliver hyper-personalized marketing campaigns. We will also discuss how AI can be leveraged to drive customer success and satisfaction by providing proactive support and customized solutions.

Furthermore, we will also talk about the potential challenges and limitations of AI in CRM and how to overcome them. We will share practical examples and real-world use cases of how leading companies are successfully implementing AI in their CRM systems to drive growth and customer loyalty. This session is perfect for anyone looking to stay ahead of the curve in the CRM and AI space and deliver exceptional customer experiences in the digital age.

Texting from Salesforce is a great way to engage with people and lift your team’s productivity, but it seems very complicated. There are all the carriers that might block your messages, and opt-in/opt-out issues, and how in the world does this all work in Salesforce? And what about the costs—how can I figure out if it’s affordable?

In this Workshop, Pat McClellan will talk through the basics of SMS Texting in Salesforce and then open up the discussion so you can get all your questions addressed. You’ll walk away with the understanding you need to determine if SMS Texting is right for your org and users, how to compare the various texting options, and how to budget for it.

Join us for a moderated discussion on effectively navigating the Salesforce Partner Ecosystem. We’ll chat organizational structure/philosophy, winning deals, and client retention. AE/Salesforce relationships, and more. Bring your questions, advice, and insights. Note: There will be no sales pitches (please).

Learn how to run a large-scale program keeping your team and customer aligned with weekly status, RAID log, deliverable acceptance, governance approvals and teams and roles. See Program Office (available from Salesforce Labs) in action and get started managing your program with the power of Salesforce.

Salesforce recently announced a change away from profile based user permissions…finally! Now that an end of life for profile based permissions has been set, the permission to re-think the way users access functionality in Salesforce has been granted! This session aims to lay out an approach to not only prepare for the upcoming change, but instead capitalize on the value provided by the modularity and flexibility held within the change. The captain has granted us permission to walk about the cabin - let’s fly!

Automatically draft sales emails tailored to each prospect. In this workshop, you'll learn how to connect your Salesforce to AI so you can create sales email drafts that are more likely to convert—and less likely to end up in the spam folder.

 Apsona is referred to as 'The Golden App' and once you learn about all of the things it can do, you'll understand why so many admins and consultants won't work in Salesforce without Apsona installed. Come learn about the powerful admin tools that Apsona offers along with its 9 add-on apps that provide everything you need to organize and distribute your data quickly and efficiently.  We'll show you how to import and export data in minutes, how to execute mass updates quickly and confidently, and how to build reports without having to deal with restrictive report types. For more, visit our booth to learn about our Document and Email Merge tool, Deduplication tool, Multistep reports that allow you to link any object you want into a single report...and more...See you there!  Want to get a head start? Dive into Apsona with this video and visit our Youtube channel.

Join us for a comprehensive workshop to learn how to automate your Salesforce Well-Architected evaluation. 

Salesforce Well-Architected provides crucial guidance for designing and implementing solutions on the Salesforce Customer 360 Platform. However, manually assessing your organization's architecture against these principles can be time-consuming and labor-intensive. 

In this workshop, we'll show you how to leverage tools to automatically scan your org, identify Well-Architected issues, and receive actionable recommendations.

What we’ll cover:

• A brief overview of Salesforce Well-Architected and its core principles (Trusted, Easy, and Adaptable), understanding the significance of evaluating your org's architecture, configuration, and implementation against these principles.
• Streamlining and automating the evaluation of Salesforce Well-Architected against your org.
• Identifying Well-Architected issues in your org and building a roadmap to prioritization.
• Gain insights into the number of issues identified in your org and their potential impact on your overall architecture.

Preparation: To make the most of this workshop, we recommend scanning your org using Hubbl Diagnostics Essentials, a free org intelligence tool, prior to attending. This will allow us to work with your data in real-time during the workshop, enabling a personalized and actionable migration roadmap for your org.

Even if you had a great Salesforce roll-out, user adoption can wane over time.  Join this session to learn tools and techniques that companies use to keep existing users using the system effectively and onboarding new users who join after the initial rollout and training.

Screen flows offer rich functionality to handle data input at all stages of the data collection process - from prefilling fields initially, to dynamic data interactions mid-submission, and robust post-submission processing capabilities. When coupled with the power of Experience Cloud sites, you can craft elegant data collection forms that can be published on any website and utilized by anyone with or without authenticating (a.k.a. logging in) to your Salesforce instance. We'll explore the available features, security considerations, and publishing options that facilitate these solutions. By the end of the session, you'll be familiar with an amazing arsenal of tools to tackle your next data collection requirement.

In this session, we'll cover some critical ideas to improve the quality of your code and make you more productive. Reuse your best work, future proof your code, and find problems before your customers do. We'll discuss best practices of software development, error logging, diagnostics, and Apex utilities that will take your custom code quality to the next level!

How do you know if your data is fit for (business) purpose? Where and how do you start your assessment while under time and budget pressure to deliver sales, service, marketing, compliance, and overall customer 360 needs… all while using the latest automation, analytics, and AI solutions?  

Join our seasoned Salesforce and data management subject matter expert to learn best practices on how to assess, prioritize, and improve data quality within your CRM solution architecture.

The session will include information surrounding:
- how data quality can impact better decision-making, customer relationships, and financial bottom-line
- key dimensions of data quality (accuracy, consistency, completeness, relevancy, and timeliness)
- practical ways to measure data quality using various metrics and KPIs
- successful data governance and stewardship techniques, as well as anti-patterns
- how to balance the costs and benefits of fixing data quality issues

By the end of the session, Salesforce professionals will be equipped with the knowledge to drive greater ROI for their Salesforce investments.

Panel style session where we will have a frank discussion about the work life of an architect. Topics can include mindsets, handling stakeholder conversations, talking with executives, diagonally managing technical resources, and anything else that might come up. Lessons will be learned, and laughs will be had. Drinks: Optional.

Check-in and get your badge for Tahoe Dreamin' 2023. Check-in will go until approx. 7pm.

Check-in and get your badge for Tahoe Dreamin' 2023. Check-in will go until noon. If you show up after noon, find a Tahoe Dreamin' leader by looking for those of us wearing a bright green staff lanyard..