Join us for a riveting keynote address by Salesforce's own Charlie Isaacs, a renowned thought leader and a driving force behind innovative customer engagement solutions.

An overview and orientation to Git for Salesforce, specifically aimed at Admins (but all new to Git will find a solid foundation). No IDE necessary or coding expertise needed! Admins will learn about branches and strategy, pull requests and merge conflicts, XML and folder structure (metadata format vs source format). Git specifically placed in the context for an Admin and declarative developers. Included are curated resources and best practices when working with version control, i.e. git, and any DevOps tool.

APIs are great, especially as part of our DevOps process. Did you know you can get reporting directly? Or, push changes? Did you know that you can now interact with APIs from Flow? Whether it’s Salesforce Metadata API, let’s find some super cool uses to unleash our potential. You will come out of this topic with actionable tips you can use immediately with little effort needed.

Architects have a huge influence on the shape of Salesforce solutions and the ongoing cost of operation and development. The decisions that architects make an impact not just the solution, but also the technical debt which is a drag in future development. This session highlights 3 ways they can make better decisions.

The Ohio State University has been on a multi-year journey of implementing CRM, Marketing Automation, and changing the course on the future of Student Information ERP landscape. This session will highlight our journey and how we have overcome many common obstacles within Higher Education, and the never-ending work still yet to be done.

I’ve had the privilege of building nearly a dozen Experience Cloud sites for customers, some of which were large-scale implementations. This session will explore both the introductory and advanced capabilities of Experience Cloud and demonstrate how Screen Flows can elevate the capabilities of the site without writing a single line of code.

The possibilities and acclaim of DevOps has an origins story few have heard. It's rooted in practices and ways-of-working regularly improved and tracing back over 100 years. With the unintentional obscuring of time and the intentional exclusion of a prescriptive DevOps "right and one true way" definition, organizations have simultaneously progressed and become perplexed. Like all tech stacks and platforms, this perplexity in the Salesforce Space can lead to picking-and-choosing DevOps practices that are familiar and clear to us. For those who have been working in enterprise organizations and systems, the improvements that can be gained from technology, although still very challenging to implement, is the low-hanging-comfort-fruit we tend to focus on. This presentation will begin with a brief intro and overview, move into a demo on Unlocked Packages, diving into the why, what's possible, and a tooling demo of a Continuous Integration(CI) system for Unlocked Packages(2GP) with GitHub Actions. The last half of the presentation will dive into the origins of DevOps, the historical and present day impact of those origins, and why technology is just the tip of the iceberg in the practice of DevOps. I will provide low-level effort and practical initiatives and approaches applicable at the individual, team, and organizational levels looking to realize the possibilities available from the rest of the DevOps iceberg.

Marketing Cloud Intelligence brings data together from multiple sources, and in this session we'll boil down how to cleanly join it all together. Learn about the data model and mapping best practices to help you cleanly maintain your data in the platform.

ESG and corporate responsibility has been in the news a lot lately, especially with the pending SEC requirements for organizations to report on their carbon emissions and strategy to mitigate the business impacts of climate change. Join Slalom as we walk through what that means to your organization and how Slalom has leveraged Salesforce Net Zero Cloud to respond effectively and accelerate our own transition to the net zero economy. We will discuss our journey down the ESG road, share our learnings and best practices, and how we’re bringing those to meet our clients where they are in their ESG maturity.

Wondering how to build scalable Flows that can grow and adapt to your organization? Join us in this Dreamin session to explore how Custom Metadata Types can be leveraged to build scalable Flows. We demonstrate how to create and configure Custom Metadata Types and use them in Flows to manage dynamic data and business logic.

Topic covered:
What are Custom Metadata Types
How to setup Custom Metadata Types declaratively
How to reference Custom Metadata Types in Flows
Use case and demo

Wordle is a daily word game that has captured the minds of some 300,000 people daily! Come play the popular game, rebuilt by Centric Salesforce developers in the Salesforce platform, and learn about the new accomplishments of the practice and our plans for the future.

In a world where personalized experiences are the new standard, public sector entities face the challenge of meeting this expectation. Enter Salesforce's Public Sector Solutions, a game-changing suite of products designed to modernize and personalize your constituent services. In this session, we'll delve into the dynamic offerings of License and Permit Management, Inspection Management, Emergency Program Management, Grants Management, Contact Center Engagement, Employee Experience for Public Sector, and Composable Case Management. We'll explore how these tools provide a unified approach to data, enabling you to streamline operations, enhance productivity, and deliver personalized, 1:1 constituent experiences across all channels. Be part of this transformational journey and discover how to leverage Salesforce's solutions to create more connected, engaged, and thriving communities.

Permission sets. Aren’t they fun? Have you ever been excited for a new project only to log in and discover lots of old permission sets like “Michael Permission Set 1.1” and “Super Power User 3” and wondered how you could possibly reduce this system clutter? This presentation seeks to simplify security solutions by condensing many permission sets into a long-term strategy that leverages a few permission set groups, each with a single muting permission set. If security worries have you stressed, discover how you can “Just Mute It” to simplify field access, new user provisioning, and more!

AI can now write user stories from your processes and suggest what to change based on your org config and Well-Architected. Yes, really!!! This is the future of Salesforce org management. This session looks at the seismic change to your career and step change/leap to stay relevant.

Going from good to great as a Salesforce Business Analyst isn’t about earning more certifications or delivering more projects, it’s about improving your ability to earn the level of engagement that gets results. Whether you’re leading a small enhancement request or a large-scale implementation, it is up to you to drive the group toward a successful outcome.

By learning how to ethically influence our project teams, we are able to get things done and to achieve desired outcomes without coercion. Ethical influence means we are transparent, honest, and respectful. To effectively implement this technique, you must learn to appeal to the head, heart, and hands of your audience.

Head = Logical
Heart = Emotional
Hands = Cooperative

This session is packed with specific discovery prompts, real-world examples, and actionable ethical influencing techniques that expert business analysts incorporate into every project.

As public sector organizations embrace digital transformation, tools like Salesforce's OmniStudio are increasingly critical to delivering streamlined, efficient, and personalized services. Join us for an enlightening session as we delve into the heart of OmniStudio, Salesforce's powerful suite designed to reinvent constituent experiences.

This talk will guide attendees through the basics of OmniStudio, exploring key components such as OmniScripts, DataRaptors, and Cards. We'll demystify how these elements work together to extract, transform, and load data, enabling the creation of dynamic, interactive, and personalized experiences for constituents.

Discussion of considerations for when to implement the Rule of 3 approach versus Flow Trigger Explorer with smaller flows and entry criteria. Best practices for both approaches will be discussed.

Demonstrating how formulas can further a variety of Flows to make them better. We will review screen flow, record triggered flow and more while setting up a picnic on a picnic scheduler app.

Einstein GPT and OpenAI integration to learn more about current use cases of GPT. This talk will cover the unique features and practical applications of Salesforce Einstein GPT, and discuss its potential benefits and limitations for businesses of all sizes.

Have you ever felt that DevOps with Salesforce has been one big, unsolvable mystery? With puzzles like a sea of manually tracked changes, in a sandbox that doesn’t even match production. Or a collection of expensive third-party tools, that kind of work together and still lead to inconsistent releases.
Luckily, you don’t have to be Robert Langdon to have all the answers!
Come solve the mystery with me, as I reveal how DevOps Center, Org Shape (functionality used with Scratch Orgs), and Code Builder can decipher the code and put an end to the madness! I will show you how to automatically track changes, create a release management strategy, test out new features that aren’t in your production instance, and more! No magnifying glass required.

Being a solution architect requires, among other skills, organization, time management, and focus. Many of these skills, especially those three, are things that people with ADHD struggle with, myself included. I have still managed to thrive in my role as a solution architect, despite ADHD. I’d like to share the tools and techniques I use to compensate for my difficulties with those skills, applicable to anyone, as well as offer a glimpse into how ADHD shapes the daily life of myself and others.

Salesforce has continued to innovate on their Commerce Cloud Product. These innovations have skyrocketed recently with the release of Direct-to-Consumer (D2C) and Lightning Web Runtime (LWR). I have had the pleasure of working on both at both Salesforce as an Engineer and at Stack Consulting as a Solutions Architect. Following this presentation, trailblazers will walk away with the following knowledge: 1. Salesforce's reason and roadmap for the innovation on Commerce Cloud. 2. Benefits of Salesforce Commerce Cloud for Customers. 3. Best Practices when implementing and enhancing Commerce Cloud on LWR. 4. What you need to get started innovating on Commerce Cloud, one of the latest products from Salesforce.

Discuss the main objects Field Service Cloud objects as well as the Dispatch Console and the Field Service Mobile App.

Mike summarizes the lessons learned designing Salesforce integration solutions over the last seven years as the founder and chief solution architect of a Salesforce consulting company. Preparation is the key to success, so learn tips, tricks and best practices during discovery and design phases, how to select the best integration solution based on your budget and business requirements, and how to ensure success during every stage of the integration lifecycle.

In this session, Matt Meyers, a Salesforce CTA, will explain how a misconfigured Salesforce environment could leave your Salesforce Digital Experience wide open for attackers to steal your data and perform other malicious attacks. In this session you will learn exactly what an attacker could do if your Salesforce security is not properly configured, and what you can do to protect yourself from this attack. At the end of the session, you will see exactly how an attacker would hack your Salesforce Digital Experience. All attendees will also receive a free copy of Matt’s newly released book about a true story of a customer who suffered an attack just like this.

Transforming Partner Management for Child Nutrition Operations*
How can your nonprofit’s program team go from spreadsheets and siloed data, to a 360-degree view of their mission?

Learn how the Greater Pittsburgh Community Food Bank and Prolocity created a comprehensive solution to manage community partnerships using Salesforce.org’s Program Management Module, CongaSign and Experience Cloud.

The Child Nutrition team at Greater Pittsburgh Community Food Bank is dedicated to increasing access to healthy meals for children who are food insecure. They support over 250 member agencies and more than 1000 community partners who serve meals for children after school or during the summer, and needed a solution to manage all of their data in one place.

Child nutrition serving sites are highly regulated at the state and federal levels, so the Child Nutrition team needed a system to track their program partners through their full life cycle from prospect through renewing partnership, to ensure eligibility and compliance with regulations. The main goal of the solution was to ease the administrative workload of following up with partners and unlock robust reporting into key impact metrics across programs to carry out the Food Bank's mission to address the meal gap and food insecurity in their community.

The Food Bank serves its community in many ways, from mobile food pantries to after school meal programs and everything in between. With many children and families relying on their services every day, organization is key to support those who need it most. Learn how they moved from spreadsheets to a flexible solution that scales with them to deliver more impact. Prolocity and the Greater Pittsburgh Community Food Bank’s Child Nutrition team will share their approach for managing dozens of distinct program offerings—each with their unique application processes, regulation and reporting requirements.

With the help of supporters and partners, the Greater Pittsburgh Community Food Bank distributed nearly 42 million meals in southwestern Pennsylvania from July 1, 2021 through June 30, 2022. They continue to work with Salesforce solutions, new programs and new partners to figure out how to provide the additional meals that are needed to overcome food insecurity.

*Before Salesforce*
Disparate data tracking systems
Difficult to report on historical engagement
Manage follow-up tasks through email and phone
Inconsistent Partner Experience

*After Salesforce*
Single Source of Truth
Robust reporting on Program Impact
Transformed Partner Experience

DataTables on Mobile are notoriously tricky, especially when a flow utilizes them.
Due to a requirement for a unified end user experience between Desktop and Mobile, we had to come up with a solution to this problem.
Will discuss how we approached the problem and implemented an easy solution with the help of an existing unofficial salesforce package.

In this presentation, the speaker will discuss the concept of storing records and record collections as JSON to be processed declaratively using flows. The presentation will focus on the use case of using this approach to sell digital products and e-commerce shopping cart models for services hosted on Salesforce. The speaker will highlight how records can be created or updated at a future date triggered by the system, thus providing a flexible and efficient way to manage data. This approach can be particularly helpful for businesses looking to create a true shopping cart function in experience cloud without needing a third party solution. Another use case that will be touched on is creating forms that can be paused and resumed by an experience cloud user without needing to generate records in the system. The presentation promises to offer valuable insights into the benefits of using JSON to manage records and how it can be utilized with Salesforce to achieve business objectives.

Mergers and acquisitions are common occurrences in today's fast-paced business world. As a Salesforce Admin, you play a crucial role in ensuring a successful transition during an acquisition. In this session, I will discuss the best practices for handling an acquisition as a Salesforce Admin.

First, I will review the steps you can take to prepare for the acquisition, including analyzing your current system, identifying potential data integration challenges, and developing a plan to manage the migration process.

Next, I will discuss how to navigate the complexities of merging two (or more!) CRM systems, including mapping data fields, dealing with duplicate records, and establishing a unified data model.

We will also examine the importance of communication during the acquisition process, including how to collaborate with other teams and stakeholders to ensure that everyone is on the same page.

Finally, we will explore the post-acquisition phase and how to manage ongoing maintenance and support. I will cover topics such as training users on new processes, managing security and access controls, and addressing any unforeseen issues that may arise.
By the end of this session, you will have a better understanding of how to manage a Salesforce system during an acquisition and be equipped with the tools and techniques to make the transition as smooth as possible.

Salesforce has made clear with recent acquisitions and investments that it views industry-specific solutions as playing a major role in the future of CRM. However, the industry clouds come with hefty price tags that may not fit neatly in traditional enterprise budgeting mechanisms. The industry clouds are seeking to shift the paradigms of how companies view their investment in customer engagement. CapTech and the Salesforce Financial Services Cloud product team are partnering to explain the evolution of Financial Services Cloud, the value proposition, and the underlying architecture driving the industry innovation. We will take a look at the roadmap and toolset, as well as multiple demos to explain the value for admins, developers, users, and most importantly, end-customers.

Showing various techniques to control visibility of components in Salesforce Lightning including page layouts, lightning record pages, profiles, LWCs, and permission sets.

Finding problems before your customers do is now easier thanks to logging via platform events. This session will cover error logging, diagnostics, and Apex utilities that will take your custom code quality to the next level!

One of the most painful things that hospital systems have to deal with are communication preferences of their constituents living in multiple systems. One way to accomplish this is with a centralized preference center that talks to these other systems built through SFMC. In this session, you will learn the frameworks needed to connect up to Epic’s Electronic Medical Records System and how to take that lesion and apply it to other systems you wish to integrate.

Join us for an insightful panel discussion where industry experts and public sector leaders will share their experiences and insights on how Salesforce is reshaping the public sector landscape. This interactive session will shed light on Salesforce's suite of Public Sector Solutions, including License and Permit Management, Inspection Management, Emergency Program Management, Grants Management, Contact Center Engagement, Employee Experience for Public Sector, and Composable Case Management.

The panel will dive into real-world case studies, highlighting how these tools have been instrumental in streamlining operations, enhancing productivity, and personalizing constituent experiences. Participants will gain a comprehensive understanding of the transformative potential of Salesforce's solutions, with practical insights on implementing these tools in their own organizations.

Whether you are a public sector leader, a Salesforce professional, or just passionate about digital transformation, this panel discussion promises to be an engaging exploration of the future of public sector service provision.

Admins, Developers, BAs, Project Managers, and Salesforce enthusiasts have one big, common challenge: how do we get our users to adopt - and maybe even LOVE - Salesforce as much as we do? We are challenged to drive enthusiasm or enforcement with our user base, and most of the time, we don’t manage them, so the carrot/stick approach can be elusive. In this session, we will deliver both the theory and the practice, from Adult Learner, to Change Management, to Diffusion of Innovations, to SABWA in the virtual age, and beyond. Attendees will leave with a plan to drive Salesforce adoption in their own organization, with handouts and project plans.

Are Debug Logs still a mystery for you? Then this is the session for you. We’ll cover when debug logs are useful, what debug log levels and tracing levels mean, how to read the logs that are generated, ways to find the gems you need in the logs, and tips & tricks to help you along the way

Salesforce offers many different ways to prevent and monitor for things like bad data, and improper settings. But each org is different, and sometimes things just happen. With so much on your plate, it can be hard to monitor for everything. Let me help make your life a little easier with "Zero Dashboards".

In this presentation, I will show you how to use "Zero Dashboards" to monitor for many different types of data irregularities that you define for your organization, all with the click of a button. I'll walk you through a sample setup, including a few of my favorite dashboard tips. I'll share some sample use cases and look forward to hearing your ideas!

You'll walk away from this session excited to feel more confident about your organization's data without spending any extra monitoring time on a daily basis.

Dive into the transformative world of MuleSoft in the public sector with our distinguished panel discussion. This interactive session will bring together leading industry experts and public sector innovators to explore the power of MuleSoft's API-led connectivity in modernizing and enhancing public services.

The panel will discuss how MuleSoft's robust integration capabilities are breaking down data silos, facilitating streamlined operations, and enabling seamless constituent experiences. Real-world examples will be shared, showcasing how MuleSoft has been instrumental in driving digital transformation within public sector organizations.

Whether you're a public sector leader, an integration specialist, or just interested in the future of digital connectivity, this panel discussion offers a unique opportunity to gain valuable insights into the implementation and impact of MuleSoft in the public sector.

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.

Within the world of music, conductors act as guides to the orchestras or choirs they conduct. They choose the works to be performed and study their scores, to which they may make certain adjustments (such as in tempo, articulation, phrasing, repetitions of sections) also known as creating an orchestration, then work out their interpretation, and relay their vision to the performers. Sound familiar?

This session, led by a classically trained symphonic conductor turned Salesforce Architect, will discuss the required steps and best practices to plan, build, and monitor orchestrations of multi-step, multi-user automations. Salesforce Orchestrator bridges the gap between complex business requirements and increased productivity, higher adoption, and empowered users. While I can’t promise you’ll be prepared to lead an orchestra in a rendition of Beethoven’s Fifth, you will leave this session ready to conduct your way to automation harmony.

No more gatekeeping! Consultants charge thousands but we are unlocking the secrets to assess your Salesforce environment using just a few tools. Participants will gain essential knowledge and techniques used by professionals, enabling them to assess their Salesforce environment effectively. With the session's focus on demystifying the process and sharing expert tips, attendees will leave equipped with the tools they need to excel in their org assessments. We review code, automation, object, sharing & visibility standards to give a comprehensive overview of your environment and make recommendations to your stakeholders that they will thank you for. Build trust, confidence, and a backlog simultaneously.

Join Charly Prinsloo and the LadiesBeArchitects in discovering the true power of story telling through diagramming your solutions based on the well-architected framework

A journey through this Salesforce MVP's decade+ in the Salesforce Ecosystem. I've stumbled a few times along the way, and want to share my lessons learned with you. With a combination of my journey plus both professional and technical tips, we'll look at things you can do today to keep growing, be forward-looking, and claim ownership of both your org and your career. You'll leave with actions you can take to never wonder if you are an "accidental" admin and feel confident in your awesomeness.