Archives

How to monitor and prioritize epics of a Service Cloud implementation project – A balanced scorecard approach

Chatter, live agent chat, a 360° view, omnichannel tool, knowledge, Einstein, feedback, notes, reports & dashboards, automations, routing and escalation, user interface, notifications and alerts, self-care (self-service communities and portals), field service lightning,…all these objects and features are essential to reach customer centricity and operational excellence. But how are we supposed to prioritize  these epics? What is […]

Top Tips For Solo Admins

Hands up if you’re a solo Admin? Whether you look after 5 or 500 users, being a solo Admin can be tough, especially if you’re an “Accidental Admin” and constantly feel like you’re winging it…   During this session we’ll look at streamlining user onboarding and support, optimising your org to increase user adoption, making […]

Top tips for a successful Salesforce CPQ implementation

When an existing sales process lacked the visibility and control from the initial sale, to invoice and continued account management it affected the whole customer journey. I’ll share my top tips on how I successfully implemented Salesforce CPQ that helped to transform an entire business.

Put the Wow! into your Flow Workshop

Salesforce is all about delivering the right information at the right time to the right person. In Salesforce Classic we tried to spice up our User Interface with Image Formulas because that was as far as we could go without a developer. Can we go further as admins in Lightning Experience? Yes, we can! Flows […]

Admins – You Can Code Too!

Everyone can benefit from knowing a little code! Join us as David Liu, Technical Architect at Google, teaches us why it’s more important than ever to know how to code in the “Lightning” era, how to write your first Apex trigger, and your specific steps to continue learning Apex to grow your career.

An Admin’s Guide to Workbench

Are you comfortable behind the Setup menu and now ready to broaden your Admin horizons? Join me to learn how using Workbench, a ‘Developer Tool’, can help you UP your Admin game and flex your Trailblazer muscles. You will leave understanding how it can open up new possibilities as well as provide useful shortcuts.