Snowforce 2020

Paths

Snowforce 2020

Author: Snowforce

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

  • Salesforce CPQ
  • Custom and campaign influence reporting
  • Advanced reporting formulas
  • Lightning Web Components
  • DX fundamentals

Pre-requisites

None.

Keynotes

Learn. Do. Teach. Innovate.

by Snowforce

Mar 13, 2020 / 39m

39m

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Description

Career success in the 21st century is all about the ability to learn, unlearn and learn again. But learning confers way more benefits than just economic, and is actually part of a larger virtuous cycle that has governed our lives for centuries. Learn, do, teach, innovate is an ancient tradition that’s more useful than ever.

Table of contents
  1. Learn. Do. Teach. Innovate.

Closing Keynote: OrgConfessions

by Pluralsight

Mar 13, 2020 / 35m

35m

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Description

Struggling to clean up the Org to migrate to Lightning? Inherited a cluttered org with no documentation? Trying to consolidate large complex Orgs? This entertaining (and sometimes painful) session shows how customers are untangling and documenting their Orgs. It will give you practical ideas you can apply immediately and keep you off the OrgConfessions.com list.

Table of contents
  1. Closing Keynote: OrgConfessions

Admin

Dramatically Improve the Service Experience When Moving to Lightning

by Snowforce

Mar 13, 2020 / 48m

48m

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Description

As #AwesomeAdmins, we are responsible for connecting what we know about Record Types, OmniChannel, Quick Actions, as well as solutions from the AppExchange with the business needs to improve the service experience. In this session, we will review the impact of responsiveness, utilization, personalization, and feedback, four pillars to delivering exceptional service. We will look at crucial service touchpoints and explore tactical options to update your Service Console to Lightning. We will tie each of the four pillars to its implementation in a Lightning Service Console with both native Salesforce functionality and AppExchange solutions.    We start with a review of key service metrics, such as first response time and team utilization, to recognize behaviors our existing console and dashboards promote and reward. From there, we shift our perspective to the customer experience to identify common pain points when dealing with support.    Working hands-on in App Builder, we will design a new Lightning Service Console that improves upon what previously was found in Classic, keeping the customer needs in mind. We will create proper follow-up processes. We will practice a "1-Issue-per-Case" approach to handling and solving cases. We will set up macros and quick actions to give our agents time to personalize interactions. Finally, we will create a system to capture and take action on feedback.    Learn how to engineer your transition to Lightning Service Console by focusing on responsiveness, utilization, and personalization while capturing actionable feedback, exceeding the expectations of your support team and your customers.

Table of contents
  1. Dramatically Improve the Service Experience When Moving to Lightning

Find Answers Hiding in Your Salesforce Email, Text, and Chatter

by Snowforce

Mar 13, 2020 / 24m

24m

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Description

You’ve got people logging their emails in Salesforce, you’re using chatter, you have fantastic notes on cases and opportunities and you’re exploring Live Chat and chatbots. That’s a ton of great information. Now, how do you use all of this unstructured data that’s in your Org? In this session, we will explore how you can unlock the information in this unstructured data and start using it to make better decisions. Using Natural Language Processing techniques, we will show how you can augment this unstructured data and make it available in Lightning Reports and Einstein Analytics. Find out what your customers are saying about your organization and your products.

Table of contents
  1. Find Answers Hiding in Your Salesforce Email, Text, and Chatter

Advanced Reporting Tips and Tricks for New Admins

by Snowforce

Mar 13, 2020 / 41m

41m

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Description

Are you a new Admin struggling to create reports for your team? Do you spend way too much time racking your brain trying to get data to present properly? You're not alone. Many beginner Admins spend hours trying to develop reports that should only take minutes to finish. This session will show you real examples of advanced reporting features that will make your job easier and provide greater value to your users.

Table of contents
  1. Advanced Reporting Tips and Tricks for New Admins

Advanced Admin

How to Weaponize Scratch Orgs

by Snowforce

Mar 13, 2020 / 21m

21m

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Description

Scratch orgs would be great playgrounds for development and testing, but are missing the data to make them useful - until today! In this talk you will learn how to take a complex slice of connected data and use it to turn your empty scratch orgs into a rich testbed or training environment, all with zero code required!

Table of contents
  1. How to Weaponize Scratch Orgs

It's Time to Give a BAM

by Snowforce

Mar 13, 2020 / 29m

29m

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Description

Let's talk about how we can all help grow the Salesforce ecosystem and support new talent, particularly mothers. It's high time for us to all ?give a BAM" about the challenges mothers face with growing their careers and getting into well-paid, flexible work. We will talk about what those challenges are, and how we can all get involved in making a difference. We will see what we can learn from some of the awesome groups in the ecosystem, and from Salesforce itself. We will also talk about how this impacts all of us because the success of the Salesforce ecosystem depends on there being enough talent for companies to continue choosing Salesforce and growing their investment in Salesforce products. Diversity in tech (and everywhere) benefits all of us, and can make our careers more successful and satisfying. So, let's start giving a BAM! Supermums Training is working to empower mums to enter the Salesforce ecosystem, and we need your help! Join us to learn more about our mission and how you can get involved in furthering our mission. Also, meet one of our Supermums and a Supermums volunteer so you can hear more about our program directly from them! Also, we'll talk about what to do if your company doesn't give a BAM, and Brooke will share her story about how she went from stuck to empowered in her Salesforce career. This is sure to be an inspiring session that's going to give you all the #Ohana feels, and be a session to remember when you head home from Snowforce

Table of contents
  1. It's Time to Give a BAM

Using DX as an Admin

by Snowforce

Mar 13, 2020 / 29m

29m

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Description

DX is a powerful tool that many developers are starting to utilize to enhance their development process. As an admin tools like this might seem to be out of reach however, by understanding the basics of DX it can become a powerful tool for admins to aid in building and deploying from sandboxes.

Table of contents
  1. Using DX as an Admin

Lessons Learned in Transitioning from Customized Case Routing to Omni Channel

by Snowforce

Mar 13, 2020 / 25m

25m

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Description

Would your organization like to optimize work distribution, be able to monitor agent utilization in real time, and do most if not all of this through admin level configuration? Of course, so come learn about ARUP's transition from a fully custom case distribution to native Omni Channel. You will discover the pros and cons of Queue, Skill, and Attribute based routing. Get a detailed outline into what routing we chose, why we chose it, and the hurdles we encountered in classic and lightning. Finally, we will wrap up with an in depth look at the real time and historical dashboards as well as options to allow super users to maintain and modify their resources. All of this culminates into a seamless experience for admins, agents, and management that not only improves efficiency and equalizes distribution but also simplifies end user workflows.

Table of contents
  1. Lessons Learned in Transitioning from Customized Case Routing to Omni Channel

Action Plans for Everyone!

by Pluralsight

Mar 13, 2020 / 28m

28m

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Description

This demo explores how Admins can utilizes platform events, custom metadata, process builders and flows to template business processes to meet their companies business needs.

Table of contents
  1. Action Plans for Everyone!

Developer

Salesforce + AWS Lambda: A Serverless Microservice Match Made in Heaven

by Snowforce

Mar 13, 2020 / 42m

42m

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Description

Have you ever wondered how you could integrate serverless microservices with Salesforce and other systems to allow for decoupled features? Places like Netflix, AirBnB, and Spotify (to name a few) are investing heavily in microservice architecture. There are so many services and options available for creating a solid microservice architecture with platforms like Heroku, AWS, Azure, Google Cloud, etc. In this session, we'll walk you through the process we used to supplement Salesforce with AWS Lambda Functions to deliver more value to our customers and end users. We'll touch on cost efficiencies of using AWS Lambda vs other services. We'll also touch on some of the pros and cons of the serverless microservice architecture and use cases where we feel it makes sense to supplement Salesforce with tools like AWS Lambda. Finally, we'll walk through one of our use cases and show you a live use case where we've integrated Salesforce and AWS Lambda.   There are so many ways to extend Salesforce functionality. One great way we've found is through supplemental microservice architecture on the AWS platform. We'd like to share some of the gotchas that we encountered as we set up Lambda using API Gateway and Apex and also some of the different use cases we've found where it made perfect sense to use a serverless function to accomplish our end goals to quickly drive more business value for our company.

Table of contents
  1. Salesforce + AWS Lambda: A Serverless Microservice Match Made in Heaven

APEX Test Data Centralization - Test Effectively and Efficiently

by Snowforce

Mar 14, 2020 / 35m

35m

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Description

What is the last thing you do when building a code-driven feature in Salesforce? If you answered Unit Tests then you are at the right session. Unit testing is often one of the biggest blockers to completing projects on time and is frequently implemented just to cover lines.

Table of contents
  1. APEX Test Data Centralization - Test Effectively and Efficiently

#Subscribe to Platform Events

by Snowforce

Mar 13, 2020 / 23m

23m

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Description

Platform Events are one of Morgan Robertson's favorite features. They are a game-changer in how people can design a solution to be efficient, flexible, and re-usable. In this session, we will review the basics of the pattern, then dive into scenarios where platform events can simplify even the most complex of issues, including frameworks for monitoring, permissions elevation, and automation management.

Table of contents
  1. #Subscribe to Platform Events

Monitor Salesforce Limits on Salesforce with an Unlocked Package

by Snowforce

Mar 13, 2020 / 35m

35m

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Description

Salesforce has limits that can bring your org to a grinding halt. In this session, I'll walk through how I built an unlocked package using sfdx that lets you monitor your orgs limits and take proactive measures to fix problems in your org. Attendees will leave with an understanding of how to build an unlocked package as well as an understanding of how to monitor the limits in their org.

Table of contents
  1. Monitor Salesforce Limits on Salesforce with an Unlocked Package

Building a Single Page App on LWC - npx create-lwc-app Snowforce

by Snowforce

Mar 13, 2020 / 38m

38m

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Description

Building with Lightning Web Components has been fun both on and off of the Salesforce Platform. See one journey creating the Snowforce Conference Site from lwc-create-app to a progressive web app hosted on Heroku. With the browser native focus of Lightning Web Components (LWC), some aspects, like bringing in open source software to handle state, routing, and caching were surprisingly easy and familiar, while other things like global styling required a new approach. You will dig into these and other items to get started with developing LWC applications off-platform and bring some of those same great features back to developing on Salesforce.

Table of contents
  1. Building a Single Page App on LWC - npx create-lwc-app Snowforce

Marketing

Salesforce CPQ for Beginners

by Snowforce

Mar 13, 2020 / 34m

34m

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Description

Lots of organizations are looking to improve their quoting process and Salesforce CPQ is a good option to consider.

Table of contents
  1. Salesforce CPQ for Beginners

Worlds Collide: How Pardot and Salesforce Automation Work in Tandem for Amazing Results

by Snowforce

Mar 13, 2020 / 23m

23m

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Description

Pardot and Sales Cloud are made for each other. Both function better with the other tightly integrated. Both have automation tools that are instrumental in getting the right message, to the right person, at the right time. A thorough knowledge of both systems and their integration points is the ticket to maximizing success. Join us to learn about complementary functionality in Pardot and Sales Cloud and how your organization can use both to their fullest potential to streamline processes and run complex campaigns.

Table of contents
  1. Worlds Collide: How Pardot and Salesforce Automation Work in Tandem for Amazing Results

Approach Reporting Like Never Before: The Ultimate Guide to Report Types

by Snowforce

Mar 13, 2020 / 30m

30m

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Description

Whether you are just starting your Salesforce journey or you are a seasoned pro, this session is guaranteed to change your approach to reporting. Imagine having one “deluxe” custom report type per object to address a majority of report requests - pulling in up to 1,000 fields from up to 60 related objects with ease. Imagine instantly knowing which report type to choose in order to get the data you need without any trial and error. Imagine how much time and effort you can save when you have a complete understanding of what Salesforce is capable of in the reporting realm. During this session, you will learn how easy it is to demystify the inner workings of report types, consolidate the litany of overwhelming report type clutter, and empower yourself with a revolutionary paradigm that frees you to confidently query for conclusions. Rejoice as you reimagine designing, building, and running reports - you’ll wonder how you ever did it before.

Table of contents
  1. Approach Reporting Like Never Before: The Ultimate Guide to Report Types

Campaign Influence and Reporting on the Marketing Metrics that Matter

by Snowforce

Mar 13, 2020 / 35m

35m

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Description

Do you know which of your marketing efforts are paying off? Do your marketing teams have more data at their fingertips than ever before? Pageviews, clicks, time on site, number of fans, and bounce rate. How do you translate all of this information into actionable KPIs that help you improve the performance of your campaigns? Enter Campaign Influence reporting. This is one of the most underutilized features of the platform, and it has the power to revolutionize marketing teams think about their role in sourcing, influencing, and closing revenue.

Table of contents
  1. Campaign Influence and Reporting on the Marketing Metrics that Matter

Leveraging Pardot for the Entire Customer Lifecycle: Marketing, Sales, and Service

by Snowforce

Mar 13, 2020 / 25m

25m

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Description

Customer experience isn't isolated to a single system. They interact with your business across multiple channels, online and off. Wouldn't it be great to see a full 360 degree view of your customer and unify their interactions with you for a seamless experience? In this session, we'll discuss ways you can leverage Pardot to maximize your customers experience, win brand ambassadors and improve your cross-selling efforts.

Table of contents
  1. Leveraging Pardot for the Entire Customer Lifecycle: Marketing, Sales, and Service

How to Roll-out Changes Your Users Will Actually Adopt

by Snowforce

Mar 13, 2020 / 25m

25m

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Description

Work processes and tools are in a constant state of flux within organizations. Odds are with each change you host a lengthy training session and send reps away with a slide deck or Google Doc that's quickly lost among their other resources. In this session, you'll learn to break down your training into digestible content bites, reduce overall documentation and prep time, embed these training bites contextually, throughout the user's regular workflow and track who is adopting the change through notification tracking and analytics. You'll walk away with best practices to help you implement training, distribute knowledge, onboard new employees and drive changes that stick.

Table of contents
  1. How to Roll-out Changes Your Users Will Actually Adopt