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Build a Lightning Community in a Flash
Overview of what the Lightning Community Templates are, how they are accessed and the differences between Customer Service (Napili), Customer Account Portal, Build Your Own, and Partner Central templates. What a Lightning Bolt Solution is and how to get them from the appexchange and use them in your community. --- Hands on enabling communities, creating a lightning community with the Napili template. Review of the Community Builder, including the OOTB Components that are available in builder, what your branding options are, how to customize pages and setup pages for a custom audience, how to use the audience feature on components, and when to use the custom page audience vs the component audience option. Customize a community, adding a custom logo, custom branding from the logo, adding a header image. Then go over adding objects to your community (keeping in mind The differences in Customer Community, Customer Community Plus, and Partner licenses --> will be explained how access varies). Create a custom home page, setup an object page, setup the community workspace with topics for Content Targeting, setup a Moderation rule with keywords (will have a file for the attendees to copy paste in). Review the Administration section in the workspace, CMS Connect, and Guided Setup.How to setup a community user, and access the community as that user. How to activate the community.
Where Are the Kids? Using a Parent Campaign Influence Report
Learn how to use Campaign Hierarchy to track parent campaign data. We will show you how to create a parent campaign influence report so that you can report on all opportunities tracked in child campaigns.
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Your Salesforce Needs Some Design Love
Have you ever written out the perfect instructions, but your users never seem to follow them? Have you ever opened up a page layout and been overwhelmed by the amount of information it displayed? Everyones Salesforce needs some design love. For the first half of this talk, Ill go over some simple visual design principles to keep in mind when configuring your instances user interface. We will cover the cognitive load theory, gestalt principles, and basic user testing. In the latter half, we will do some hands-on user testing. Everyone will update a page layout or process using the visual principles we discussed earlier. Then, I will break the audience up into pairs for some user testing. One person (the ?admin?) with show their page/process and give the other person (the ?user?) a task to perform. The ?user? will perform the task while talking through their thought process. The admin will observe this interaction and adjust the layout or process accordingly.
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Make Testing on the Platform Easier
Testing Apex should not be a necessary evil. Make your code easier to test by focusing on how you will test. Discover techniques for writing unit and functional test that make testing easier and more focused. Learn to make your code modular and atomic to reduce dependencies on other classes and the database during testing.
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Creating Better UX with User Flows in Salesforce
Designing effective user experiences are essential for applications to be successful. To create a cohesive user experience it requires developing user flows that ensure that the users are achieving the core actions within the application. We will walk workshop participants through the process of developing successful user flows and how to test these experiences. We will highlight UX best practices and discuss useful design patterns to factor into their Salesforce applications.Objectives:- Finding the zone with user experience- Why user flows are important in Salesforce implementations?- What are user flows?- Design user flows- Hands-on user experience design activities.
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5 Tips for Secure Development on Force.com
In this session I will present common security pitfalls when developing on Force.com. Then I will present 5 tips on making sure you do not expose your data or services over Force.com. This session will give you practical advice on how to write secure code.
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Easy Lightning Customizations for Nonprofits & Beyond
Have you moved to Lightning yet, or are you just getting started with Salesforce? If you are getting ready to make the jump from Classic, or you are diving in deeper to a fresh org, lets demo a few key features of the Nonprofit Success Pack in Lightning that you need to use to supercharge your Salesforce instance! No coding experience required - just a willingness to learn!
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Control your code! How to write an effective Trigger Framework
Ever wonder how to control how your code gets executed? Have you heard about the concept of a "trigger framework" but was not quite sure what it was? Learn how to follow the "One Trigger Per Object" rule by implementing a trigger framework from scratch!
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Lightning (Camera) Actions!
Curious to see real-life examples of Lightning Action Use Cases, and learn how to create one? Then this is the session for you! Gain a deeper understanding of how they work as I walk you through where you might use one, and how to set it up - you will leave with a new skill that you can put to work right away!
Building Real Time Salesforce Integrations Using Platform Events
This session showcases how external systems can be integrated with Salesforce for Enterprises to implement real time data exchanges and custom notifications aligning with your business processes with Salesforce Platform Events. The session provides a demo on how this can be implemented for a real time Sales Cloud use case using a combination of a Platform Events, API, Apex code and a custom notification.
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Path, Not Just for Opportunities Anymore
Sales Path was a feature previously available only for Opportunities. However, with a new name and functionality that is now expanded to more standard and all custom objects, Path is a powerful feature that can be easily implemented to guide your users to success. In this session we will demonstrate the features of Path, show you how to configure Path and discuss use cases where Path can be utilized for maximum benefit. With the knowledge you will gain in this session, you will be ready to create your next Path and pave the path to success for your organization.
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Gear up for Continuous Integration with Salesforce DX, Circle CI and Clayton
Everyone in the Salesforce ecosystem knows how painful the rollout of changes with Changeset can be, and how tedious the setup for Ant build jobs is. Luckily, Salesforce DX is a huge leap forward in terms of modern enterprise software lifecycle management. I am going to present how my development toolchain links DX, Clayton and Circle CI, and we are going to build a Circle configuration together to help you getting rid of change sets forever.
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The Death of Salesforce Classic: Mourning the loss and Embracing the LEX UI
After 14 years of leveraging, hacking and implementing the Salesforce Classic user interface and for the last 3 years living in fear of the storm, the time has come! The Lightning interface opens the door for a complete transformation in the way users will have access to information without the need to click, hover and drill down into every record to get their job done.This session will change forever change the way you look at the Salesforce Platform by pushing the out of the box UI and components to the extreme. Learn how to dynamically filter every element, provide inline help users and real-time admin configuration links and more importantly create small clusters of fields to avoid a detailed record page that scrolls for days!
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Tackling Dirty Data
This session will share tips and tricks for cleaning up your data and tools you can use (including free ones for nonprofits) to help keep it clean going forward. There is nothing that will undermine adoption and usage of your CRM faster than bad data. Learning the common sources of dirty data, tools you can use to clean your data and how to put measures in place to prevent dirty data down the road.
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Our Learning Journey: A Dialogue with Leah McGowen-Hare & Gillian Bruce
Our Learning Journey: A Dialogue with Leah McGowen-Hare & Gillian Bruce
