The Dreamforce 2015 Agenda Builder is live! As you fill out your agenda, make sure to include these great sessions by Girlforce members:
Vered Meir and Kyla Longe
As your organization’s administrator, you play a critical role in making Salesforce CRM a success. You’ll work with stakeholders to define requirements, customize the application to satisfy business goals and appeal to users, set up reporting dashboards to keep managers happy, keep an eye on availability and performance, activate new features, answer user questions, and much more. Learn from some of the best admins about their most successful practices, admin tips and tricks, and hacks you didn’t even know existed.
Join us to start learning to write and review code from your developers. Know the difference between model, view and control. Understand loops and what not to do with them. Learn how to set up test data, write a simple invokable action, and put it to work.
Sarah Deutsch and Annie Shek
All Admins are in a position to pivot their careers however they want. However, in order to pursue a position or role, they need to be intentional and develop a mix of soft skills, hard skills, and certifications to become a strong candidate. Join us we go over the most popular career paths on the Salesforce Platform. We’ll provide descriptions on ideal candidates for roles such as consultant, project manager, technical architect, developer, and trainer.
Process Builder unleashes the power for non-developers! Hear from customers and the product team about how you can automate your daily life without writing a single line of code.
Joni Martin and Alicia Schmidt
In this session, we’ll take a closer look at how community managers can build an authentic community with community. We’ll take a closer look at the development of Girlforce, which started as a simple Chatter group in the Power of Us Hub, and quickly grew into one of the most engaged and popular groups in the Salesforce nonprofit community. Learn how the Girlforce community managers are leveraging the Hub community to grow their membership and build a movement.
Mary Scotton, Michele McGeoy, and Annie Shek
Last year, 300,000+ jobs requiring Salesforce skills were created. Join us to hear from organizations that are filling those jobs with qualified applicants via intensive job training programs. They’ll share practical how-tos of changing lives by providing training and hands-on experience, Salesforce Admin success stories, and how you can get involved.
Developing on Force.com means finding the right line between building apps that scale, and features that are customizable for an individual company’s needs. Join us to see a ticket-scanning app that we built for all our customers to use. We’ll show how we use “button-click” development to expand it to meet each specific customer’s needs.
Employing Salesforce security for small and medium nonprofits can be both bright and scary, so before your data has to duck and cover, learn how to best use (or not) Profiles, Permission Sets, and Role Hierarchies for organizations facing constraints of frequent turnover, minimal documentation, and potentially untrained Salesforce administrators. Join us as we show you how nonprofits run into trouble with Salesforce security, and alternative means to address these concerns that keeps an eye towards your real capacity to administer your instance. There are plenty of considerations, tradeoffs, and possibilities.
Small features can have a BIG impact. Join us for a reminder of features that were set during implementation and you’ve forgotten ever since. Come learn how to get rid of report footers on export, set holidays to suspend escalation rules, hide quick create, and more. Leave with a list of simple On/Off options that will change your day with the click of a button!
This panel discussion with four Salesforce Administrators who have added Coding to their Admin Toolkit. They are at varying distances on the journey from Admin to Admin Who Codes. Some of our panelists are at beginning of the trek, and others have been developing for many years. Together, we will share what we’ve learned from our journeys, including: advise on how to get info on learning to code (blogs, stack exchange, success community, salesforce documentation); different ways to approach your learning path; decoding coding terms (translating the concepts into what we knew as admins); overcoming barriers to learning; finding mentors (finding people who can translate); overcoming the Impostor Syndrome voice (and how not to be intimidated with technology forums); and finding and actively engaging with the developer community. Takeaway messages: By the end of this session participants will have a variety of approaches to learn to code on Force.com, will have strategies to get help during their learning process, and will feel confident in their ability to move from “admin” to “admin who codes” (or “full time coder”). (Second session)
Join us to meet one of the Salesforce Administrator’s best friends: Visual Workflow. If you learn one new feature at Dreamforce, Visual Workflow should be the one! With more powerful actions than Workflow Rules, Visual Workflow is a non-coding Admin’s best friend. Learn how to use it to improve the user experience, manage data integrity, and automate business processes. (Second session)
Mary Pustejovsky and Beth Breisnes
Reports in Salesforce allow admins to bucket data as well as make sophisticated reports to display data across objects. Join us to discuss the most common reporting scenarios that nonprofits face, and how to solve them using bucket fields, custom summary fields and advanced report filters. We will include a tour of some complex reports included with the NPSP and how to extend the functionality of these reports. You should have basic understanding of report functionality as well as understand object relationships to fully participate in this session.
Caroline Renard and Karen Fitton
You can create Salesforce reports to summarize gifts to your organization over the past year in several ways, using powerful features such as filters, report types, and grouping — but it can be tricky to know where to start! Join us for a beginner reporting session specifically for nonprofit users. You’ll learn how to choose the appropriate report type to create your annual list of donors, how to limit your results by date (for example, to the calendar or fiscal year), how to summarize by giving level, and how to avoid household duplicates. We’ll be using the Nonprofit Starter Pack during the training, but we’ll explain how to get similar results for other Salesforce configurations. You don’t need any prior knowledge of building Salesforce reports to participate in this session.
Learn how to turn your Org’s Chatter feed into a live stream at an event – complete with dynamic interaction between guests and step-by-step on physical set up.
Are you reporting client numbers with an *? Do you have multiple funders who require multiple databases for tracking client information? This session looks at the lessons learned from integrating an external database with Salesforce by a clicks-not-code admin. Learn things like: how to communicate with developers and what you need as a clicks-not-code admin who doesn’t speak code (I still don’t understand what an API is), how to survive a cross-examination by lawyers, i.e. getting user buy-in, how to get your brave on (asking the seemingly stupid questions), how to handle the possibility of defeat.
Often, the difference between feeling like an #AdminHero instead of an Admin Zero, is the ability to navigate the interpersonal and business challenges that live beyond the Setup menu. Join us to hear from a seasoned Salesforce Admin on the ‘softer side’ of being a Salesforce Admin. You’ll learn strategies for overcoming common pain points, such as gaining consensus among difficult stakeholders, translating high-tech concepts for low-tech users, and turning your opponents into allies (because we all have that one user!). You’ll walk away with new concepts, ideas, and hands-on resources to catapult you to #AwesomeAdmin greatness!
Ashima Saigal and Margaret Fako
Flows provide a new way to automate business processe s and make sure data is entered correctly. Join us to learn how to create a headless flow to automate processes behind the scenes. The flow will be launched by Process Builder, another fantastic Declarative Programing tool available. You’ll get ideas for how Flows can be used with Process Builder with a focus on the nonprofit sector.
Caroline Renard and Katie McFadden
Back for a third year with more new tricks: join us to learn some Salesforce magic! This session is all about small tricks that can have a lot of impact – as timesavers, or clever new ways to drive results and user adoption. We won’t cover any one big topic, just lots of little ones that are all there on the platform, but might not be obvious when you are just starting out. Our magic is suitable both for admins with a bit of experience, as a starting point for more learning, or for more advanced admins as a refresher of things they might have heard about before. (Second session)
Join us to learn how to create reports and dashboard components that depict the metrics everyone needs. We’ll share some useful tools to get you started and show you how to leverage standard features, like formulas, to better enable your users to track, for instance, lead conversion, and win rates.
In this session, we will discuss the primary learning styles (auditory, visual, and tactile) and how to identify the dominant style of your trainee(s). Attendees will be guided through an exercise to identify their own learning style. Then, we’ll dive into the best techniques and approaches for training based on learning style. Finally, we’ll pull this together with Salesforce and provide ideas and discussion on training approaches to appeal to different learning styles.
Usability testing is a quick, easy, and systematic way to gather hands-on feedback from users before, during, and after one of your Salesforce implementations or releases. Join us to learn how developers, system administrators, and project managers can leverage usability testing to increase user adoption and provide a roadmap for improvements. Content will focus on specific step-by-step techniques and you will walk away with everything needed to add this high ROI tool to your Salesforce toolkit.
Join us in learning some of the basics every Admin needs to know – as well as some super fabulous tips & tricks – to get you going! With true life examples and best practices, this will help you get your Admin journey on its way.
How do you make an impact in an environment where ‘user adoption’ is a foreign concept? Admins at small organizations often lack buy-in & resources from both colleagues & management, but by tricking users with small but powerful hacks, Admins can showcase the power of Salesforce and drive the user experience. We’ll focus on using formula fields to increase user adoption and make Salesforce a more seamless part of a user’s life.
Ever felt you needed a decoder ring to understand developer documentation? Are you an admin wanting to understand what “those Apex coders” are talking about? Want to move from Awesome Admin to Admin who Codes (but need a translator)? You’re in the right place! Join us on a beginner’s guided tour to Apex for Awesome Admins, where we will translate coding concepts into plain English for non-developers and provide real-time demonstrations. Together we’ll explore the wild and wonderful world of Force.com programming, including: the Cavern of Classes, the Ocean of Objects, Method Mountain, the Valley of Variables, the Sea of SOQL, and Trigger Territory. By the end of this session, you’ll understand the basic building blocks of Apex and when (and why) they are used to extend the Salesforce platform.
Great Salesforce Admins don’t just know their way around a workflow – they understand WHY their users want what they want and HOW to make their users happy! They have great customer service skills! Join us to learn lessons from outstanding customer service teams on how to treat your internal customers. Admins will better equip themselves to solve problems effectively, make their users feel good about using Salesforce, and drive adoption for their companies.
Veronica Beck and Ashima Saigal
Have you felt intimidated by the thought of writing code? Are you an experienced Salesforce Administrator and would like to take the leap into writing your own Apex triggers? Join us to gain the tools and confidence to write your first trigger. Using specific examples and real-life scenarios, we’ll walk through a concrete framework to approach the process of planning, designing, and coding a trigger.
This fun and interactive session is targeted at Awesome Admins who have created workflow rules to update field values, and want to level up their career and take a step towards coding.Join us as we use a workflow rule condition formula and show how this can help you approach writing simple triggers. Workflow rules work on single records at a time and we’ll show you how these relate to changing data en masse using a trigger. This session will also be useful for admins who work with developers, and want know how to read/understand the code within their own Salesforce organizations. (Second session)
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