2019 Sessions Overview
Below is a list of the sessions we have announced so far for NorCal Dreamin’ 2019. We will release a “nicer” agenda in the near future where you can filter out sessions you are interested in. But we wanted to give everyone what we have so far. We will be announcing more Friday sessions soon (we will have approx. 42 sessions on Friday), along with details on our Thursday workshops/sessions. Keep an eye out on this page for updates.
For info on Thursday – https://www.norcaldreamin.com/thursday-overview/
Friday Announced Sessions
Below are our Friday sessions that have been announced so far. More info on these and other sessions will be posted soon. We have listed the tracks each session falls into but anyone can visit any session they are interested in.
The session will explore advanced concepts of duplicate management and discuss how matching rules can be extended using custom Apex, flows, and clicks.
After the session, attendees will have a good understanding of the following topics
- How to configure custom duplicate management
- What types of things can be matched
- The difference between alerting, reporting, and more
- How to use matching rules in code with Match Methods
- How to use the reporting data to run merges both manually and in code
- How this native functionality can replace third party tools
Whether you’re an admin, consultant, or developer, you are bound to run into errors or unexpected outcomes in your Salesforce instance. This session will teach you a tried-and-true strategy for diagnosing and resolving these issues and show you tools in and out of Salesforce that can help you fix errors and be an Admin Hero!
This session is to share best practices of perm set management with Permission Set Groups (currently in Pilot) and the Permission Helper App.
Permission Set Groups are the next generation vehicle of user authorization in a Salesforce org. Come learn about how this new metadata type works with all your permissioning needs and see our vision for the migration from profile to permission set groups. ISV and IT developers can see a preview of the Permission Set Group muting feature designed for better collaboration between ISV managed permission sets, subscriber security and administration requirements.
Profile and permission management can be as easy as never before with the powerful Helper app. We will introduce two tools in the app to reduce Admin’s overhead in controlling user access in the org. The Convertor transit permissions from a specific profile into a immediate assignable permission set with only a few clicks. The Analyzer allows you search which permission sets carries a specific perm and view inclusive permissions of a user in one single screen.
You’ve heard it time and time again. The magic that drives the Lightning platform is the metadata, but have you ever seen metadata? With the popularity of tools like Salesforce DX, Github, and Gearset, Understanding your XML Metadata is becoming more important than ever. Calling on all the brave and curious who want to demystify the magic that runs this awesome platform. We’ll look at objects, validation and workflow rules, profiles and permissions. And to top it off, we’ll show you how to create the impossible filtered dashboard.
More info to come
More info to come
Got questions about the recently released Salesforce programming model? Come chat with Chuck Liddell, DEX601 instructor and Salesforce MVP, and you might find some answers.
Part live demo, part audience Q&A; expect a wide-ranging discussion contrasting Aura components and patterns with Lightning Web Components accompanied by a breakdown of what this means for you.
If you are a solutions/technical architect, consultant, or leader of a Salesforce consulting team this one’s for you! Chances are you’ve been involved in a few Salesforce migration/merger projects and have observed many more from a distance. Some of them ended well, but many were quite challenging, over budget, and late on delivery. Why are these projects so difficult? Let’s take a look at some of the most common migration pitfalls, and how you can avoid them.
Salesforce DX is a valuable tool for developers. This session will demonstrate how to create, test, and deploy applications using the various tools for Salesforce DX.
In this session you will learn the primary requirements for setting up a well-defined DevOps framework and the challenges you’ll face if trying to build a custom solution.
Dependency API is a new addition to Tooling API that allows you to query for the dependencies between different metadata components in your org. For example, you can write a query that would tell you about all the places where a particular Apex class is referenced.
We all get a lot of email. Spam accounts for 45% of all emails sent today. Many emails from Sales Cloud and Pardot are accidentally written in a way that gets them incorrectly flagged by systems and users alike. Do you feel lucky? Well do ya?
Let’s look at some ridiculous examples of emails, laugh at ourselves and promise to never violate core email deliverability practices. We’ll review the technical restrictions of email as well as the triggers that causes recipients to report messages as Spam. Having survived the worst of the worst, we’ll look at the critical aspects of creating engaging Pardot emails that drive action. Additionally we’ll review the use of Advanced Dynamic Content and how to keep email authentic in an age of automation.
A Salesforce Campaign is a flexible, native object that allows you to track your engagement efforts and performance in Salesforce. This session will provide an overview of Campaigns in Salesforce for the marketing and sales admin that is new to Salesforce Campaigns or hoping to know more about Campaign best practices. Attendees will learn how to customize campaigns, including key fields to be aware of. Attendees will learn how to configure Campaigns Member Status values and add, remove, and manage Campaign Members step-by-step. Attendees will walk away with a better understanding of the common uses for Salesforce Campaigns and best practices for configuring, managing, and reporting on campaigns.
Pardot is ‘easy’ compared to Salesforce, but there are a ton of ways to automate your marketing efforts and save yourself hours of time. Get cleaner data, better-qualified prospects, and more effective lead nurturing, all with Pardot.
AI is the fourth industrial revolution and 84% of companies know that they need to invest in AI to have a competitive advantage. But how do we actually use AI in our day to day processes while delivering a scalable personalized touch to each buyer? Join this session to learn how to integrate Conversational AI into your organization to accelerate your digital transformation. Build higher performing teams by automating the repetitive, routine tasks and freeing up people to do what they do best – build trusted relationships, perform the higher-value tasks that require more complex decision making and emotional intelligence to drive forward progress.
Come watch a fun and interactive way to see the differences between Pardot and Marketing Cloud, and which would fit better for your organization.
Creating more nuanced Journeys for each prospect has become more and more critical as ROI and campaign attribution statements are becoming more of a standard. In this session, we will go through how Pardot and Salesforce assist in driving increased visibility to multi-touch attribution and how they assist in creating echo chambers for your audience.
- Dynamic Content
- Page Actions
- Scoring Catagories
- Revenue Attribution
We will deep dive into real-life situations and learning experiences to make the most of your Marketing Cloud investment including project structure, avoiding scope creep, successful testing tactics, working through integration pitfalls and more. This talk will help you get to production quickly with high quality and low overall implementation cost.
Learn from a local non-profit and their first year of being on the platform. Just like being given a free puppy it’s all warm and fuzzy, but you then soon learn you need to care for it, take it to the vet and do some picking up. You get 10 free licenses but there is some TLC which needs to be put into it. Hear HART of Folsom’s year 1 story and let a Salesforce veteran of 16 years fill in the gaps and show you what areas of the Non-Profit Success Pack you should start with.
Strong adoption starts with strong design, and strong design starts with understanding the needs of your users. Join us as we review the basics of Lightning page design. We’ll walk through customizing Lightning Home, App and Record pages to make it easier for your users to work effectively in Salesforce. And we’ll review the Lightning roadmap for even more features your users will love.
More info to come
Starting off in your Awesome Admin career, your focus is 90% on the technology, and 10% on the people. As you progress, you’ll discover what the truly Awesome Admins know: Focus 90% on the people, and 10% on the technology.
Through this session, you’ll get a high level summary of the most common personality types at an org, what makes them tick, and how to get them on your side to take your Salesforce implementation to the next level.
This session will focus on how your organization can move from simply tracking data to real action. The approach we will discuss will allow you to:
- Engages entire organization
- Focuses on building data driven program & organization design
- Empowers all staff to use data
- Shared Goals & Centralized Data System
- Regular communication & shared accountability for using data
Cyclical and Ongoing
- Ensures a solid foundation before investing in building a data system/technology
I will poll the audience about their progress and use the information to walk them through a process of:
Then I will show screenshots of how this information can be represented in Salesforce.
Setup your Salesforce project(s) for success!
This session will cover areas such as how to coordinate the right stakeholders, define decision makers, plan your deployment strategy, carefully manage dependencies. You will also see how you can track all this in Salesforce, as well.
Building the Ferrari of Salesforce orgs is pointless without a skilled driver and smooth roads.
In today’s world, it’s easy to see that alignment between people, process and platform is essentials. However, while it is often easy to identify what is wrong, it takes a special level of awareness to see what is missing. Lacking the awareness of pending trouble is the dangerous blind spot that most companies don’t see. In this session, we will dive into the unique roles that people, processes and platforms play in complacency to help win the long race to continuous success.
Attendees with walk away from this session with a greater sense of where complacency may strike within their organization, how to leverage this knowledge to maximize effectiveness and gain insight into gaining buy-in from other stakeholders to drive continuous improvement.
Is your organization preparing to start a radical Salesforce implementation? Large Salesforce project on top of your existing Salesforce instance? Were you part of a Salesforce implementation that was bumpier than expected? Want to hear some funny stories about people failing at Salesforce?
In this session, you’ll learn some key takeaways from 50+ different projects in a cloud resistant industry, as well as the do’s and don’ts of a transformational Salesforce project.
In this session you will gain insights on the importance of establishing a Salesforce Center of Excellence (CoE) and how to gain support internally for the resources and budget needed to make it happen. We will discuss how to create a CoE, including strategic direction, reliable and responsible management of your salesforce platform and a hub of expertise to enable standards and best practices for your salesforce users. You will gain an understanding of how to build a Salesforce Center of Excellence, get management approval and the GREEN LIGHT to move forward!
We will soon announce sessions for public sector/government.
They will include:
- Success Stories / Lessons Learned from local government agencies
- Round Table discussion
- Public Sector kick-off/keynote
- Security and it’s importance for public sector orgs
- And more