Wednesday, November 20th at 11:30 a.m.
Westin St. Francis, Saskatoon Stage (Grand Ballroom)
What do Salesforce and Traffic Roundabouts Have in Common? Flow.
Meredith Aronson
IT Business Architect
University of Arizona
Kara McIntyre
Senior Consultant, Salesforce
Sierra-Cedar
Front desks are high-traffic areas. They manage check-ins for appointments that are pre-scheduled or on-the-spot, and direct students dropping in with questions. Identifying these students and matching them to appointments or routing them to the right team or team member quickly and efficiently can be a lot to manage. Hear how University of Arizona uses the flexibility of Salesforce Flow and Queues to put the power back in the hands of students, allowing them to check into an appointment or request a drop-in for a single advisor or advisor team—all without code!
Wednesday, November 20th at 1:00 p.m.
Moscone West, Room 2004
Formulas for Everyday Admin (1)
Geoffrey Flynn
Practice Area Lead
Slalom
Steve Molis
SteveMo
You owe me a Beer, Inc.
Deepa Patel
Senior Consultant, Salesforce
Sierra-Cedar
Writing formulas can be a little intimidating but they don’t have to be. Join us for a session packed with simple yet powerful formulas, tips, and tricks. Whether it’s validation rules to ensure data quality, custom formula fields that auto-magically save you and your users time, or building Lightning process automation, these “plug & play” formulas will make you an Admin Super Hero* (cape not included). Formulas don’t need to be overly complex to be powerful. You can implement many of these as soon as you return from Dreamforce!
Wednesday, November 20th at 2:00 p.m.
Westin St. Francis, Sword Fern Cinema (Colonial Room)
The Magic Button
Christopher Tompkins
CRM Initiative Director
Indiana University
Joanna Gummery
VP, Salesforce Operations
Sierra-Cedar
Let any User in Salesforce send mass emails from Marketing Cloud without having to train them on Marketing Cloud. With some custom development (and a little magic), users at Indiana University are able to create data extensions in Marketing Cloud directly from the Campaign page layout. Find out how Sierra-Cedar and IU created the “Magic Button,” a creative way for a user base familiar with the structure of Salesforce Campaigns to easily send Marketing Cloud emails without the use of imports/exports, filters and SQL queries, and minimal knowledge of Marketing Cloud! The Magic Button is also configurable without code changes and works for both Classic and Lightning views. Join us for a quick demo and discussion on the magic of a button.
Wednesday, November 20th at 4:00 p.m.
Westin St. Francis, Tower Salon A
Lather, Rinse, Repeat: Styling Salesforce for Recruitment Event Success
Liz Fava
Associate Director, Admission Systems
University of Miami
Florence Parodi
Rapid Application Development Director, Information Technology
University of Miami
Joanna Gummery
VP, Salesforce Operations
Sierra-Cedar
More than ever before, students expect the same level of ease as shopping online when connecting with Colleges and Universities, and, frankly, so does your staff. In this session, we would like to show how the University of Miami, in partnership with Sierra-Cedar, built out an iterative event management solution. Starting with our Salesforce “shampoo” we connected campaigns and accounts and contacts to promote and manage events, on-campus in our recruitment territories. Then we lathered you on some rich conditioners—like lightning components and flows—and rinsed off with some of our existing functionality and reimagined it for new uses cases. By strategically planning and building our use of Salesforce, we were able to rock a brand new ‘do to meet our students and staff in a mobile-friendly and automated space.
Friday, November 22nd at 10:00 a.m.
Moscone West, Room 2004
Formulas for Everyday Admin (2)
Geoffrey Flynn
Practice Area Lead
Slalom
Steve Molis
SteveMo
You owe me a Beer, Inc.
Deepa Patel
Senior Consultant, Salesforce
Sierra-Cedar
Writing formulas can be a little intimidating but they don’t have to be. Join us for a session packed with simple yet powerful formulas, tips, and tricks. Whether it’s validation rules to ensure data quality, custom formula fields that auto-magically save you and your users time, or building Lightning process automation, these “plug & play” formulas will make you an Admin Super Hero* (cape not included). Formulas don’t need to be overly complex to be powerful. You can implement many of these as soon as you return from Dreamforce!
Friday, November 22nd at 11:00 a.m.
Moscone South, Campground | Theater 4
The Magic Button
Christopher Tompkins
CRM Initiative Director
Indiana University
Joanna Gummery
VP, Salesforce Operations
Sierra-Cedar
Let any User in Salesforce send mass emails from Marketing Cloud without having to train them on Marketing Cloud. With some custom development (and a little magic), users at Indiana University are able to create data extensions in Marketing Cloud directly from the Campaign page layout. Find out how Sierra-Cedar and IU created the “Magic Button,” a creative way for a user base familiar with the structure of Salesforce Campaigns to easily send Marketing Cloud emails without the use of imports/exports, filters and SQL queries, and minimal knowledge of Marketing Cloud! The Magic Button is also configurable without code changes and works for both Classic and Lightning views. Join us for a quick demo and discussion on the magic of a button.
