Paths
Snowforce 2019
Snowforce is held each year in Salt Lake City, UT and with over 600 Trailblazer attendees, is one of the largest community led Salesforce conferences in the world. Attendees go to... Read more
What you will learn
- Data Access Compliance
- Einstein Bots
- Community Builder
- Visual Flow
- Workbench
- Lightning Web Components
- Testing
Pre-requisites
None.
Snowforce 2019
Snowforce is held each year in Salt Lake City, UT and with over 600 Trailblazer attendees, is one of the largest community led Salesforce conferences in the world. Attendees go to catch up on the latest product trends, learn about creative solutions being built by the most innovative companies, and hear from inspiring industry leaders. Snowforce features 5 learning tracks, a large collection of strategic partners and app providers.
Snowforce '19: The Journey from First Touch Attribution to Multi-touch Attribution Models
47m
Description
In this presentation I want to share my experience going from a first touch marketing attribution model with tons of duplicates to modeling a multi-touch marketing attribution model in Salesforce. I will go over my experience gathering requirements, scope creep, the implementation, how we measured success, and the paradigm shift that we went through between intra-marketing departments, Sales, and our business pipeline!
Table of contents
- The Journey from First Touch Attribution to Multi-touch Attribution Models
Snowforce 19': An Introduction to Community Builder & Lightning Communities
50m
Description
In this engaging, demo-heavy session, you will be introduced to Lightning Communities and the tool that makes it all possible, Community Builder. Whether you are completely new to Community Cloud or just looking to make the shift to Lightning within the the world of Salesforce communities, you will get a solid overview of what it means to build a community with Lightning and how to do so with the powerful “Community Builder.” Much of the presentation will be done through live demoing, not via slides. The audience should leave this session with a solid grasp on the fundamentals of Salesforce communities built with Lightning and be empowered with enough information to create a basic Lightning community from scratch.
Table of contents
- An Introduction to Community Builder & Lightning Communities
Snowforce '19: Worlds Collide: How Pardot & Salesforce Work in Tandem for Amazing Results
41m
Description
Pardot and Sales Cloud are made for each other. Like peanut butter and jelly, cookies and cream, whiskey and Diet Coke -- both function better with the other tightly integrated. Running an effective lead generation/nurturing program requires a thorough knowledge of both systems and their integration points. Join this session to learn about complementary functionality in Pardot and Sales Cloud and how your organization can use both to their fullest potential to streamline marketing and sales processes.
Table of contents
- Worlds Collide: How Pardot & Salesforce Work in Tandem for Amazing Results
Snowforce 19': Marketing Cloud Gotchas
34m
Description
Overview of our journey migrating from self-hosted ESPs / Segmentation Software, to Salesforce Marketing Cloud. Challenges that Ancestry faced and overcame as it moved from a self-hosted solution to SaaS. Brief overview of Architecture prior/during/after implementation.
Table of contents
- Marketing Cloud Gotchas
Snowforce '19: Salesforce to Transform How the City Interacts with Their Customers
28m
Description
In this session, you will learn how the city of Salt Lake City is using Salesforce to transform how the they interact with their customers.
Table of contents
- Salesforce to Transform How the City Interacts with Their Customers
Snowforce '19: Einstein Bots to the Rescue
40m
Description
Einstein Bots are a new feature from Salesforce that allows you to automate routine and frequent customer requests. Instead of having your service reps tied up in chats for password resets or order status updates, an Einstein Bot can handle these requests freeing up your reps to focus on more complex issues. In this course, Snowforce 19': Einstein Bots to the Rescue, you’ll learn how to build your very own bot and configure it to handle the repetitive requests your business receives. With this knowledge you’ll be able to deploy a bot to your service reps that boosts their productivity and improves your customer service.
Table of contents
- Einstein Bots to the Rescue
Snowforce 19': The Ultimate Guide to Report Types
34m
Description
Imagine only needing one custom report type per object to address a majority of report requests. This course, Snowforce 19': The Ultimate Guide to Report Types will demystify the inner workings of report types, consolidate the litany of overwhelming report type clutter, and showcase a revolutionary paradigm that empowers you to confidently query for conclusions. Rejoice admins, super users, and report enthusiasts, as you discover the re-imagining of designing, building, and running reports.
Table of contents
- The Ultimate Guide to Report Types
Snowforce '19: How Flow Can Improve Your User's Lightning Knowledge Experience
30m
Description
This course, Snowforce 19': How Flow Can Improve Your User's Lightning Knowledge Experience is a case study showing how you can extend knowledge using Flow and Local Actions. This will allow you to pull case data into your knowledge article automatically, automatically link your knowledge article to your case (something not easily done natively), leverage Flow Local Actions to transfer rich text into your article via Flow, and refresh the record page upon completion. Challenges posed will be outlined as you migrate your support agents to Lightning, the considerations and limitations encountered, and the end user impact to your business.
Table of contents
- How Flow Can Improve Your User's Lightning Knowledge Experience
Snowforce '19: Advanced Use Cases for Visual Flow
49m
Description
In this course, Snowforce 19': Advanced Use Cases for Visual Flow, you will delve into some advanced use cases for Visual Flow. Some of the examples you will explore include Lightning Component packages that will expand the power of Visual Flow, but not require any code to configure. By the end of this course, you will walk away knowing how to use Visual Flow effectively with the utility bar, Lightning pages, buttons, and communities.
Table of contents
- Advanced Use Cases for Visual Flow
Snowforce '19: Workbench - An Admin's Swiss Army Knife
46m
Description
Workbench is a free online application that works with Salesforce and is not just for developers. It can be used by admins to interact with Salesforce data and metadata. In this course, Snowforce 19': Workbench - An Admin's Swiss Army Knife, you'll learn how to do amazing things like finding all tracked history fields, retrieving and updating records, export data, and even set a user's passwords. You'll learn tips and tricks that that will give admins time back in their busy day and can be applied as soon as you depart the course.
Table of contents
- Workbench - An Admin's Swiss Army Knife
Snowforce '19: 7 Principles of Testing Every Admin Should Know
46m
Description
How much time do you spend on testing? As an Admin, you may not have time set aside. In this session, we’ll use the 7 principles of software testing which will help make your limited testing time more effective as well as help you think about testing during design to improve the user experience.
Table of contents
- 7 Principles of Testing Every Admin Should Know
Snowforce '19: Business Analysis Skills to Help You Be a Better Admin
45m
Description
Many people are promoted to the position of Salesforce admin without having any formal IT background or training, and without realizing that delivering functionality requires knowledge of several factors that lead to business transformation success. At the beginning phases of a project, there are several business analysis techniques that can help a Salesforce admin get to the key requirements that will lead to a successful project. Understanding how to do root cause and SIPOC analysis, defining use cases and user stories, defining SMART goals and objectives, and creating a product backing will be tactics that go a long way to delivering Salesforce projects that make a positive impact to the business.
Table of contents
- Business Analysis Skills to Help You Be a Better Admin
Snowforce 19': Shift Service into High Gear
37m
Description
Learn how to increase efficiency, productivity, and customer happiness with Case management in the Service Cloud. In this session, you'll hear tips for enhancing Case functionality and jump into an org with a demo that shows how to decrease time spent on repetitive tasks and empower your users to provide fast, personalized customer interactions.
Table of contents
- Shift Service into High Gear
Snowforce '19: Use Salesforce to Document Your Org Like a Pro
33m
Description
Have you ever looked at a workflow and forgot why in the world you created it? Have you ever left a company and scrambled through your last week trying to write down everything you had been doing over the last 5 years? Has your company ever been through an audit where you had to explain what customizations you have made? In this session, we will show you how you can use Cases and a custom System Changes object to document your org like a pro and have peace of mind that will survive an audit, and the admin who takes over will inherit a well-documented org.
Table of contents
- Use Salesforce to Document Your Org Like a Pro
Snowforce '19: SFDX Baby Steps - Using Sandboxes Instead of Scratch Orgs
32m
Description
SFDX is a amazing set of tools, but for legacy orgs, it can be difficult to make scratch orgs work. Using developer sandboxes, VS code, CircleCI & GitHub, we have come up with a practical approach to source driven development for those having issues with scratch orgs.
Table of contents
- SFDX Baby Steps - Using Sandboxes Instead of Scratch Orgs
Snowforce 19': Lightning Web Components and You
50m
Description
Got questions about the recently-announced Salesforce programming framework? 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.
Table of contents
- Lightning Web Components and You
Snowforce '19: Salesforce Technical Architect
47m
Description
Being a Salesforce Technical Architect seems to be one of the most sought after and in-demand jobs in America. The current Salesforce market is dry and there is a constant need for Salesforce Technical Architects. This need is pushing companies to hire candidates that are not necessarily ready for this role, which puts them in very bad situations. At the same time, there are other candidates who are very close to this role and are missing a great opportunity for success. This course will help you prepare for your next interview and put you on a path towards becoming a very strong Salesforce Technical Architect candidate or teach you how to move into this role if you are currently a Sr. Developer.
Table of contents
- Salesforce Technical Architect
Snowforce '19: Clicks and Code: Lessons Learned from a Lightning Console for Service Rollout
37m
Description
This course is a tale of creating a Lightning Console app for support agents and the lessons learned along the way; from using out-of-the-box components to streamline agent workflow, to building a custom component for an SLA countdown timer. This course covers the problems you can run into, the solutions that can help, and how you can combine clicks and code to come up with an awesome Lightning Experience for support agents.
Table of contents
- Clicks and Code: Lessons Learned from a Lightning Console for Service Rollout
Snowforce '19: SFDX Sandbox Data Loads
48m
Description
Do you really need a full- or partial-copy sandbox? Perhaps not if your developer sandbox refreshes include a data load script. This session explores an SFDX-based approach to preparing new sandboxes for maximum readiness, including tree-based relational data loads, anonymous apex execution, and almost any other sandbox-prep script. Topics of discussion will include: Sandbox strategy, SFDX, Apex, git, json, and Node.js.
Table of contents
- SFDX Sandbox Data Loads
Snowforce '19: Data Access Compliance on Salesforce
42m
Description
In this course, you will learn about data access compliance. The target audience of this course is architects and app architects who want to design their data access rights to make it easy to ensure compliance over time.
Table of contents
- Data Access Compliance on Salesforce
Snowforce '19: Spreading the Word: How to Demonstrate the Value of Salesforce
42m
Description
In today's enterprise business, the number of internal decision makers on a given Salesforce project has grown from 1 or 2 stakeholders to upwards of 8 or 10, some of whom may have reservations about the initiative for a variety of reasons. In this course, you will explore some of the most common reasons why organizations struggle to adopt or expand Salesforce, and you will learn how you can demonstrate the value of Salesforce internally. You will learn how to prepare your messaging for different audiences (IT, HR, business, C-Suite, legal, procurement) and share exciting research about the value of Salesforce for companies today.
Table of contents
- Spreading the Word: How to Demonstrate the Value of Salesforce