“I need a new field.” Admins are inundated with requests. Saying yes without understanding the why can lead to less-than-optimal results. Hear what happened when the Admins started asking questions.

Acceptance criteria are the key to user story success. In this session, we delve into this often-overlooked element of user stories. Learn how well-crafted acceptance criteria can ensure alignment from business stakeholders to development to QA. The audience will also gain practical tips for writing high-quality acceptance criteria and evaluating their effectiveness to drive Salesforce project success.

This session delves into an advanced automation solution for Salesforce license provisioning, designed to streamline access requests for employees across the organization. By integrating Okta, Workato, Slack, and ServiceNow, the solution allows employees to request Salesforce access through their IDP with ease. Approvers can seamlessly approve these requests directly within Slack, with all relevant details of approvers being tracked in a ticketing platform. This automation reduces manual effort, speeds up onboarding, and enhances governance and compliance. Mappings of department to profile and permission sets are stored in Salesforce, along with department approvers - which are easily configurable by any Admin.

User stories, when done well, can be the cornerstone of a successful Salesforce project, but crafting quality stories takes skill. More than just following a template, great user stories blend structure with creativity. In this workshop, Vanessa will provide a mix of explanation, examples, interactive activities, and actionable tips. Attendees will leave feeling more confident in their ability to write user stories that translate needs and drive collaboration and clarity across teams.

Unlock Salesforce's full potential by strategically optimizing your roadmap with practical applications of a Value vs. Effort framework boosting efficiency, ROI, and sustainable growth.

Learn how to build scalable apps and avoid limits with the latest AI Powered scalability products. Maintain good implementation health and gain confidence to support business growth.

By challenging our own status quo, we can all help to build bridges across our beautiful diverse communities. We will be focusing on inclusive behaviors to show your support for people who have Mental Disabilities, are LGBTQIA+, or part of BIPOC Communities. Being an equality champion, and an equity champion, does not need to be a full time job. In this session we are going to cover 10 simple behaviors you can exhibit to promote a more inclusive environment both in and out of work. Mental Disabilities, yes disabilities. As trendy as it can be to call these 'secret superpowers' the fact is, that can be really insensitive. 1. Approach people wearing headphones 2. Normalize a friendly wave, not everyone wants a handshake or a hug. 3. Review your stand up routine. Some jokes aren't all that funny. LGBTQIA+ One size does NOT fit all when being an ally. We will talk about why that is! 4. You don't have to love gender neutral bathrooms, but you can understand more about why they matter. 5. Intersex people deserve to have unique space. 6. Wear a pride pin! It helps so much! Yes you can be a BIPOC Ally: 7. Black Lives Matter means Black Lives Matter. 8. Don't judge a person's ethnicity by their skin color. 9. Say Names Correctly. If you can say Supercalifragelisticexpialidocious you can say their name. 10. Redefine what Professional Hair, Speech Dialects, and Educational History looks like.

In this presentation, we'll discuss an use case where a client has conditional classification based on multiple, required fields on a record and thresholds that can be easily governed using CMDTs in Flow (using a little formula magic). We should not update automation every time a new decision node needs to be added - this lessens the burden on the client / admin team by designing easily scalable automation

Join us for an inspiring and insightful session where three neurodivergent Salesforce consultants share their personal journeys and professional experiences. Tracy Greene, founder and managing partner of GreenePowered, Janeen Marquardt, founder and CEO of Stratus, and Jana Walker, principal consultant of SkyWalker Consulting, will discuss their paths to diagnosis, the challenges they face, and the tools they use to thrive in their careers. Learn how their neurodivergence has empowered them as leaders and influencers within the Salesforce community. Attendees will gain valuable insights into the unique strengths that neurodivergent individuals bring to the table, practical strategies for overcoming common challenges, and ways to create a more inclusive and supportive environment for all.

Join us for an illuminating session where we unveil our innovative process for revolutionizing user story creation. We will share our journey, recounting how we turned 40 hours of ineffective BA time into over 600 compelling stories for a CPQ project in just 10 hours, with a little assistance from ChatGPT. We will dive into the details as we explore the continued importance of human touch in refining AI-generated narratives. Discover the practical implications, essential skills, and potential for significant time and cost savings for your projects. Don't miss this opportunity to gain valuable insights and unlock the secrets of efficient user story creation, propelling your projects to new heights of success with the help of AI.

From getting an Admin role at a SaaS company through a wild networking experience, to being a SF customer on an $2B M&A integrating Salesforce & CPQ on every continent except Antartica, to scaling Traction on Demand's (acquired by SF) CPQ practice from 100k -> 15M, to founding a nonprofit, to founding High Tide Consulting with powerful backing investors. I want to share my journey and experience and inspire the next wave career growth for our community.

Learn how to leverage AI, Dynamic Forms and Dynamic Visibility rules in Lightning App Builder to enhance admin productivity and provide business users with the information at the right place at the right time

Discover how Salesforce Data Cloud can unlock and unify your siloed customer data to drive personalized experiences across every touchpoint. This session offers an overview of Salesforce Data Cloud, including a technical deep dive into its architecture. Attendees will learn how the platform integrates and analyzes customer data to enhance engagement, improve decision-making, and boost growth using advanced analytics and AI capabilities.

In Salesforce, strategic decision-making can make or break project success. This session will demonstrate how saying "No" to certain requests can lead to more impactful "Yes" results, such as turning opportunity conversions into visual dashboards that provide actionable insights and identify pipeline bottlenecks, all with Flows. Through a real-world case study and other practical examples, attendees will learn to balance client demands with holistic system health and scalability, driving efficiency and optimizing your Salesforce ecosystem. Join me to discover how saying "No" can optimize your Salesforce and elevate user satisfaction.

The Importance of Core Values in Business Relationship**Core values are the foundation of both personal and professional success. This presentation will explore the concept of core values, starting with a clear definition of what they are and why they are unique to each individual. We will delve into the "superpowers" you can gain by living in alignment with your values, such as enhanced authenticity, resilience, and influence.We will discuss why core values are essential for fostering strong business and personal relationships, highlighting how they drive trust, integrity, and effective communication. By discovering and embracing your core values, you can better align your career path, sharpen your focus, and create a fulfilling career trajectory. This presentation aims to provide actionable insights and practical strategies for leveraging core values to enhance both your professional and personal life.

Any seasoned Salesforce professional would agree that business analysis is the foundation of a successful project, but what does that actually look like? Learn what BAs do and how to skill up.

Everyone is putting data into Salesforce, but how do you retrieve and analyze that data? In this hands-on training, we'll showcase a framework for building custom report types that can serve as a foundation for report requests. There are some key features that enable incredible flexibility to reference all the desired data points and filter data sets accordingly. Unlocking this deep understanding of the standard reporting features will allow you to quickly generate analytics without any tedious workarounds. This session briefly recaps the known world of data sets and joining/anti-joining capabilities, then ventures into the unexplored territories of Cartesian Product data sets. This is the first session that explores these uncharted waters. We'll tackle a few example report requests that showcase how all of these features work together. Come ready with a sandbox environment to build in. By the end of the session, you'll have working examples of custom report type configurations that you can reference for any future endeavors.

Back when computers had barely 5 MB of storage, no one imagined that the average company would be struggling to analyze and leverage multiple terabytes of information. More is not always more – free yourself from the golden handcuffs of an overstuffed, under-utilized Salesforce org or stop yourself from falling in that trap in the first place. Join us to discuss managing Salesforce data from ingestion to end-of-life. Your data isn’t all the same, so it shouldn’t be treated the same. We’ll talk about Salesforce data lifecycle phases and discuss 5 best practices for data management to ensure that you are always in compliance and never running out of storage.

This workshop walks participants through the entire process of developing on the Salesforce platform with Microsoft Azure DevOps, from ticketing to testing and deployment

One record-triggered flow per object per context vs multiple record-triggered flows running in the same context for the same object. Let's settle the debate from the performance standpoint. We'll take a look at the timing results from head-to-head comparisons of flows that solve the same problem using different approaches. These conclusions can help you prioritize flows that need to be refactored and provide clarity on flow configurations moving forward.

Say goodbye to meetings that waste time, money, and everyone’s sanity. Join this interactive session to learn the techniques of a master facilitator to drive results and make your meetings matter. You will leave this interactive session with 10 tactics used by workshop facilitators to give meetings structure and improve outcomes. Using these tools will help you stand out as a leader who has the skills to help groups make decisions, solve problems, and find solutions efficiently and effectively.