Part 1 - Salesforce Basics for the Accidental Admin 1/2016Idealist Consulting
The document provides an overview of a training on using the Nonprofit Starter Pack application on the Salesforce platform. It introduces the trainer and agenda which includes an introduction to the Nonprofit Starter Pack, navigation, data entry, merging accounts and contacts, activity management, and a question and answer session. It also notes that the training is occurring during Salesforce's upgrade month and encourages attendees to upgrade to the latest version of the Nonprofit Starter Pack, NPSP 3.0, which offers automatic updates and bug fixes while older versions are no longer supported.
Day 1:Salesforce Basics for the Accidental Admin (NPSP May'15)Idealist Consulting
For info on next training visit www.idealistconsulting.com
Agenda:
Intro
Navigation and List Views
Data Entry
Merging Accounts and Contacts
Activity Management and Managing Calendar
Email Templates
Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IOT, CPQ, Einstein, etc).
Topic: Introduction (Four Pillars of Einstein)
Date and Time: Sunday, November 1, 2020,
11:00 AM to 12:00 PM IST
Speaker: Abhinav Garg
Abhinav is a Salesforce Einstein Analytics Certified Consultant.
Agenda:
1. Set up and Einstein App
2. Permissions and Licenses required
3. Getting data from Different sources
4. Basic overview of Dashboard designer
5 ways to achieve your goals with salesforce sales cloudCloud Analogy
Want to leverage the full potential of Salesforce Sales Cloud, Salesforce Cloud Services are here to level up your sales game and boost your productivity. We at Cloud Analogy offer a wide range of resources, support, and services to help you make a swift transition from Salesforce Classic to lightning, sell smarter, and track deal progress at every step.
This document introduces Salesforce tutorials developed for Salesforce administrators and developers on tutorialkart.com. It explains that Salesforce is a leading cloud-based CRM tool that provides features like automation, customer service, and tools for custom application development. It outlines the main roles of Salesforce Administrator and Salesforce Developer, describing administrators as managing the configuration of organizations while developers build functionality like custom Visualforce pages and integrations. The document promotes these tutorials as an easy way for beginners to learn Salesforce through step-by-step explanations and provides interview questions for career preparation.
Slack for sales teams boost productivity and increase salesValerie Aksiutina
Slack is excellent for improving communication within a company, increasing productivity, and closing more deals. Unfortunately, many sales representatives are still reluctant to change their current practices and adopt Slack. By explaining the benefits of Slack to your sales team, they’ll have no excuse not to start using the tool.
This document announces an Einstein Analytics presentation for the Farmington Hills Salesforce Developer User Group on October 20, 2018. The presentation will be given by Rikke Hovgaard, an Einstein Analytics Solution Architect, and will cover key Einstein Analytics concepts, building a first dataset, using compare tables, custom maps, actions, and embedding dashboards. The goal is to provide hands-on experience with these Einstein Analytics features.
Effective Sales Contracting: A Business Imperative and Differentiator SAP Ariba
The rules and bureaucracy of the contracting process frequently present a barrier to closing business and weaknesses in on-going contract management are a source of lost revenue, missed opportunities and dissatisfied customers. Only one third of sales people feel that the contracting process is effective at maximizing value, minimizing risk and assisting in the formation of strategic customer relationships. For those charged with producing or managing contracts, Sales are poor at internal communication, lacking in relevant skills and guilty of setting unrealistic customer expectations, resulting in increased claims and eroding customer loyalty. Integrated sales process automation has a consistently beneficial effect on the quality and integrity of the process, yielding substantial increases in the satisfaction of all internal business groups.
Part 1 - Salesforce Basics for the Accidental Admin 1/2016Idealist Consulting
The document provides an overview of a training on using the Nonprofit Starter Pack application on the Salesforce platform. It introduces the trainer and agenda which includes an introduction to the Nonprofit Starter Pack, navigation, data entry, merging accounts and contacts, activity management, and a question and answer session. It also notes that the training is occurring during Salesforce's upgrade month and encourages attendees to upgrade to the latest version of the Nonprofit Starter Pack, NPSP 3.0, which offers automatic updates and bug fixes while older versions are no longer supported.
Day 1:Salesforce Basics for the Accidental Admin (NPSP May'15)Idealist Consulting
For info on next training visit www.idealistconsulting.com
Agenda:
Intro
Navigation and List Views
Data Entry
Merging Accounts and Contacts
Activity Management and Managing Calendar
Email Templates
Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IOT, CPQ, Einstein, etc).
Topic: Introduction (Four Pillars of Einstein)
Date and Time: Sunday, November 1, 2020,
11:00 AM to 12:00 PM IST
Speaker: Abhinav Garg
Abhinav is a Salesforce Einstein Analytics Certified Consultant.
Agenda:
1. Set up and Einstein App
2. Permissions and Licenses required
3. Getting data from Different sources
4. Basic overview of Dashboard designer
5 ways to achieve your goals with salesforce sales cloudCloud Analogy
Want to leverage the full potential of Salesforce Sales Cloud, Salesforce Cloud Services are here to level up your sales game and boost your productivity. We at Cloud Analogy offer a wide range of resources, support, and services to help you make a swift transition from Salesforce Classic to lightning, sell smarter, and track deal progress at every step.
This document introduces Salesforce tutorials developed for Salesforce administrators and developers on tutorialkart.com. It explains that Salesforce is a leading cloud-based CRM tool that provides features like automation, customer service, and tools for custom application development. It outlines the main roles of Salesforce Administrator and Salesforce Developer, describing administrators as managing the configuration of organizations while developers build functionality like custom Visualforce pages and integrations. The document promotes these tutorials as an easy way for beginners to learn Salesforce through step-by-step explanations and provides interview questions for career preparation.
Slack for sales teams boost productivity and increase salesValerie Aksiutina
Slack is excellent for improving communication within a company, increasing productivity, and closing more deals. Unfortunately, many sales representatives are still reluctant to change their current practices and adopt Slack. By explaining the benefits of Slack to your sales team, they’ll have no excuse not to start using the tool.
This document announces an Einstein Analytics presentation for the Farmington Hills Salesforce Developer User Group on October 20, 2018. The presentation will be given by Rikke Hovgaard, an Einstein Analytics Solution Architect, and will cover key Einstein Analytics concepts, building a first dataset, using compare tables, custom maps, actions, and embedding dashboards. The goal is to provide hands-on experience with these Einstein Analytics features.
Effective Sales Contracting: A Business Imperative and Differentiator SAP Ariba
The rules and bureaucracy of the contracting process frequently present a barrier to closing business and weaknesses in on-going contract management are a source of lost revenue, missed opportunities and dissatisfied customers. Only one third of sales people feel that the contracting process is effective at maximizing value, minimizing risk and assisting in the formation of strategic customer relationships. For those charged with producing or managing contracts, Sales are poor at internal communication, lacking in relevant skills and guilty of setting unrealistic customer expectations, resulting in increased claims and eroding customer loyalty. Integrated sales process automation has a consistently beneficial effect on the quality and integrity of the process, yielding substantial increases in the satisfaction of all internal business groups.
Absyz - Why choose salesforce integrator in usa?Khushali Thakkar
Remember the time you decided to procure Salesforce to run critical business needs? Did you go through a comprehensive Salesforce integration process, and still struggling to realize its true potential?
Well, say hello to our team of expert Salesforce integrators in USA. We will help you with the easy implementation of Salesforce for your organization.
Salesforce launched Lightning Experience in 7 steps:
1. Communicating the plan months in advance via a Lightning Chatter group and emails.
2. Analyzing users and their usage to determine who could transition early versus later.
3. Selecting early adopters from diverse roles to help implement and provide feedback.
4. Gaining executive participation to drive adoption by aligning with company priorities.
5. Providing transparency about changes to workflows and where to find features.
6. Ensuring flexibility by clearly instructing users how to switch back to Classic.
7. Using the Lightning Chatter group for users to ask questions and provide feedback.
Workflow automation and App Integration SoftwareSophiaRush1
ZapUp allows users to connect over 150 apps and services to automate workflows by integrating data and triggering actions between apps through smart zaps, providing real-time alerts and notifications. It provides examples of how ZapUp can be used in sales to sync leads from Facebook to Google Sheets, in productivity to send Slack notifications for Google Calendar events, and in marketing to share Twitter updates on LinkedIn. ZapUp has over 30,000 active users and offers its service for free for 10 users or a single paid plan starting at $14.99 per month with access to over 500 connected apps.
This document provides an introduction to Tableau CRM for Salesforce. It outlines 11 steps to get started with Tableau CRM, including creating a developer edition org, understanding the differences between Salesforce and Tableau CRM, exploring data sources and replications, creating datasets using recipes and dataflows, building dashboards, and important considerations around security and users. Examples of a dataflow transformation and dashboard are provided. Resources for learning more about Tableau CRM through Trailhead and blogs are also listed.
Salesforce® Administration Instructor-Led Training to help you learn how to customize applications and business processes! Go for it if you are an IT Manager or Sales Operations Manager!
The agenda for the May 15, 2013 ASNUG meeting included introductions from 8:00-8:05, a presentation from 8:05-8:45 on how Salesforce Atlanta area employees help local nonprofits, a second presentation from 8:45-9:15 on Cirrus Insight, and a Q&A/discussion/announcements period from 9:15-9:30. Announcements provided contact information for the group's email and meeting invitations, audio access details for the meeting, information on an upcoming website, and a reminder that the next virtual meeting would be on June 19th.
Get a comprehensive guide about Salesforce and its benefits and understand how Salesforce helps you serve customers more efficiently, leading to better business.
Salesforce analytics cloud helps marketers collect, organize data and for comprehensive business strategy. Here is a list of the top capabilities of analytics cloud software. To know more about Salesforce Analytics Cloud, https://www.damcogroup.com/salesforce/Salesforce-Analytics-Cloud.html
The document discusses how Salesforce, specifically the Salesforce Nonprofit Success Pack (NPSP), can benefit nonprofit organizations. The NPSP allows nonprofits to manage contacts, volunteers, donations, grants, and other functions through an easy-to-use cloud-based platform. It also provides recommendations for how a nonprofit can implement Salesforce within the first 3 months, such as acquiring licenses, setting up environments for testing, and integrating additional apps like MailChimp. The document also provides details on how to configure volunteer onboarding workflows in Salesforce to automatically send reminder emails about orientation sessions.
Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge of Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IoT, CPQ, Einstein, etc).
Topic: KYC Marketing Automation Part 2
Date and Time: Saturday, February 27, 2021,
11:00 PM to 12:00 PM IST
Speaker: Somya Srivastava
Somya is a Salesforce Marketing Automation Specialist at Manras Technologies. she is also the
Gurgaon Pardot User Group Leader. She has been part of the Salesforce Marketing Champion'20 program.
Agenda:
1. Know about KYC – Marketing Automation Part -2
2. Q & A
3. Kahoot Quiz
4. Winner Announcement
For more updates and upcoming sessions please follow us on our social media handles:
Website: https://newdelhisfdcdug.com/
Trailblazer Community: https://trailblazercommunitygroups.com/salesforce-developer-group-new-delhi-india/
Twitter: https://twitter.com/newdelhisfdcdug
LinkedIn: https://www.linkedin.com/in/new-delhi-sfdc-dug-01a47118a/
#pardot #MarketingAutomation #Salesforce
All About Salesforce Sustainability CloudCloud Analogy
Salesforce Sustainability Cloud is a carbon accounting tool that helps enterprises track their emissions and energy usage through centralized data and analytics. It allows businesses to reduce emissions, take action on insights, streamline audits, and provide dashboard data to executives to track emission trends and make a case for climate initiatives.
Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce.
In addition to offering pre-built apps for Sales, Service, and Marketing, the Einstein Analytics Platform gives you the flexibility to build your own custom and intelligent analytics apps.
This slide deck will help you to get a kick start to your Einstein Analytics Journey! Contact me for any help. #SalesforceAnalyticsChampion
Automate with Salesforce and across other platformsCristina Vidu
Learn how to synchronize data between Excel and Sales Cloud using the Salesforce activity pack and how to use the Salesforce Connector to automate case-close events in SFDC, triggering invoice creation automation in SAP and sending customer notifications.
The document describes an enquiry to order bundle that provides a connected ecosystem around customers. It includes modules for customers, contacts, enquiries, products/services, sales orders, and reports/dashboards. The solution allows sales managers to have customer information at their fingertips, be proactive in follow-ups, track and manage enquiry stages, collaborate with teams, and create quotations on the fly. It provides functionality for activities like focused calls, follow-ups, notifications, and enquiry/deal management. The mobile app allows logging calls, managing calendars, accessing customer data, and collaborating with teams on the go.
The Salesforce Advantage: Understanding the Why (August 17, 2015)Salesforce Partners
The Salesforce Advantage document discusses the origins and philosophy of Salesforce. It began with a founding question of making enterprise technology as easy to use as shopping on Amazon. The original business plan envisioned allowing any company to easily manage their entire salesforce in the cloud without installing new software. While Salesforce has grown significantly, the core principles of an easy to use cloud platform remain the same. The document outlines Salesforce's competitive advantages including being a trusted multi-tenant cloud with an open ecosystem, complete CRM functionality, and a scalable metadata-driven platform that allows for fast customization and app development.
Salesforce marketing cloud top 10 mistakes digital marketers makeCloud Analogy
Salesforce Marketing Cloud provides you with a scalable and secure platform that helps businesses fulfill this requirement for marketing automation by delivering a comprehensive customer journey to plan, personalize, and optimize customer journeys across various devices and channels.
Overview of Salesforce customer 360 through a Comprehensive GuideEmorphis Technologies
Read the complete details about Salesforce customer 360. It completely changes your customer experience and automates your business services to improve real-time visibility.
The document describes ITC Infotech's EASI (Eloqua and Siebel Integration) product, which integrates Eloqua marketing automation software with Siebel CRM. EASI allows marketing segments created in Siebel to be exported to Eloqua for campaign execution. It also synchronizes contact data and campaign responses between the systems. The integration flows include loading Siebel contacts and segments into Eloqua, updating contacts in real time, and creating Siebel activities from Eloqua responses. EASI uses custom workflows, APIs, and a cloud connector to provide end-to-end integration between Siebel on-premise and Eloqua.
Benefits Of Choosing A Salesforce Consulting PartnerCloud Analogy
Salesforce consulting partners are companies that have been approved by Salesforce to design and supply custom solutions, as well as project implementations and integrations.
If you're looking for reasons to choose a Salesforce Consulting Partner then you're at the right place. Have a look for detailed information.
Absyz - Why choose salesforce integrator in usa?Khushali Thakkar
Remember the time you decided to procure Salesforce to run critical business needs? Did you go through a comprehensive Salesforce integration process, and still struggling to realize its true potential?
Well, say hello to our team of expert Salesforce integrators in USA. We will help you with the easy implementation of Salesforce for your organization.
Salesforce launched Lightning Experience in 7 steps:
1. Communicating the plan months in advance via a Lightning Chatter group and emails.
2. Analyzing users and their usage to determine who could transition early versus later.
3. Selecting early adopters from diverse roles to help implement and provide feedback.
4. Gaining executive participation to drive adoption by aligning with company priorities.
5. Providing transparency about changes to workflows and where to find features.
6. Ensuring flexibility by clearly instructing users how to switch back to Classic.
7. Using the Lightning Chatter group for users to ask questions and provide feedback.
Workflow automation and App Integration SoftwareSophiaRush1
ZapUp allows users to connect over 150 apps and services to automate workflows by integrating data and triggering actions between apps through smart zaps, providing real-time alerts and notifications. It provides examples of how ZapUp can be used in sales to sync leads from Facebook to Google Sheets, in productivity to send Slack notifications for Google Calendar events, and in marketing to share Twitter updates on LinkedIn. ZapUp has over 30,000 active users and offers its service for free for 10 users or a single paid plan starting at $14.99 per month with access to over 500 connected apps.
This document provides an introduction to Tableau CRM for Salesforce. It outlines 11 steps to get started with Tableau CRM, including creating a developer edition org, understanding the differences between Salesforce and Tableau CRM, exploring data sources and replications, creating datasets using recipes and dataflows, building dashboards, and important considerations around security and users. Examples of a dataflow transformation and dashboard are provided. Resources for learning more about Tableau CRM through Trailhead and blogs are also listed.
Salesforce® Administration Instructor-Led Training to help you learn how to customize applications and business processes! Go for it if you are an IT Manager or Sales Operations Manager!
The agenda for the May 15, 2013 ASNUG meeting included introductions from 8:00-8:05, a presentation from 8:05-8:45 on how Salesforce Atlanta area employees help local nonprofits, a second presentation from 8:45-9:15 on Cirrus Insight, and a Q&A/discussion/announcements period from 9:15-9:30. Announcements provided contact information for the group's email and meeting invitations, audio access details for the meeting, information on an upcoming website, and a reminder that the next virtual meeting would be on June 19th.
Get a comprehensive guide about Salesforce and its benefits and understand how Salesforce helps you serve customers more efficiently, leading to better business.
Salesforce analytics cloud helps marketers collect, organize data and for comprehensive business strategy. Here is a list of the top capabilities of analytics cloud software. To know more about Salesforce Analytics Cloud, https://www.damcogroup.com/salesforce/Salesforce-Analytics-Cloud.html
The document discusses how Salesforce, specifically the Salesforce Nonprofit Success Pack (NPSP), can benefit nonprofit organizations. The NPSP allows nonprofits to manage contacts, volunteers, donations, grants, and other functions through an easy-to-use cloud-based platform. It also provides recommendations for how a nonprofit can implement Salesforce within the first 3 months, such as acquiring licenses, setting up environments for testing, and integrating additional apps like MailChimp. The document also provides details on how to configure volunteer onboarding workflows in Salesforce to automatically send reminder emails about orientation sessions.
Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge of Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IoT, CPQ, Einstein, etc).
Topic: KYC Marketing Automation Part 2
Date and Time: Saturday, February 27, 2021,
11:00 PM to 12:00 PM IST
Speaker: Somya Srivastava
Somya is a Salesforce Marketing Automation Specialist at Manras Technologies. she is also the
Gurgaon Pardot User Group Leader. She has been part of the Salesforce Marketing Champion'20 program.
Agenda:
1. Know about KYC – Marketing Automation Part -2
2. Q & A
3. Kahoot Quiz
4. Winner Announcement
For more updates and upcoming sessions please follow us on our social media handles:
Website: https://newdelhisfdcdug.com/
Trailblazer Community: https://trailblazercommunitygroups.com/salesforce-developer-group-new-delhi-india/
Twitter: https://twitter.com/newdelhisfdcdug
LinkedIn: https://www.linkedin.com/in/new-delhi-sfdc-dug-01a47118a/
#pardot #MarketingAutomation #Salesforce
All About Salesforce Sustainability CloudCloud Analogy
Salesforce Sustainability Cloud is a carbon accounting tool that helps enterprises track their emissions and energy usage through centralized data and analytics. It allows businesses to reduce emissions, take action on insights, streamline audits, and provide dashboard data to executives to track emission trends and make a case for climate initiatives.
Einstein Analytics allows you to explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce.
In addition to offering pre-built apps for Sales, Service, and Marketing, the Einstein Analytics Platform gives you the flexibility to build your own custom and intelligent analytics apps.
This slide deck will help you to get a kick start to your Einstein Analytics Journey! Contact me for any help. #SalesforceAnalyticsChampion
Automate with Salesforce and across other platformsCristina Vidu
Learn how to synchronize data between Excel and Sales Cloud using the Salesforce activity pack and how to use the Salesforce Connector to automate case-close events in SFDC, triggering invoice creation automation in SAP and sending customer notifications.
The document describes an enquiry to order bundle that provides a connected ecosystem around customers. It includes modules for customers, contacts, enquiries, products/services, sales orders, and reports/dashboards. The solution allows sales managers to have customer information at their fingertips, be proactive in follow-ups, track and manage enquiry stages, collaborate with teams, and create quotations on the fly. It provides functionality for activities like focused calls, follow-ups, notifications, and enquiry/deal management. The mobile app allows logging calls, managing calendars, accessing customer data, and collaborating with teams on the go.
The Salesforce Advantage: Understanding the Why (August 17, 2015)Salesforce Partners
The Salesforce Advantage document discusses the origins and philosophy of Salesforce. It began with a founding question of making enterprise technology as easy to use as shopping on Amazon. The original business plan envisioned allowing any company to easily manage their entire salesforce in the cloud without installing new software. While Salesforce has grown significantly, the core principles of an easy to use cloud platform remain the same. The document outlines Salesforce's competitive advantages including being a trusted multi-tenant cloud with an open ecosystem, complete CRM functionality, and a scalable metadata-driven platform that allows for fast customization and app development.
Salesforce marketing cloud top 10 mistakes digital marketers makeCloud Analogy
Salesforce Marketing Cloud provides you with a scalable and secure platform that helps businesses fulfill this requirement for marketing automation by delivering a comprehensive customer journey to plan, personalize, and optimize customer journeys across various devices and channels.
Overview of Salesforce customer 360 through a Comprehensive GuideEmorphis Technologies
Read the complete details about Salesforce customer 360. It completely changes your customer experience and automates your business services to improve real-time visibility.
The document describes ITC Infotech's EASI (Eloqua and Siebel Integration) product, which integrates Eloqua marketing automation software with Siebel CRM. EASI allows marketing segments created in Siebel to be exported to Eloqua for campaign execution. It also synchronizes contact data and campaign responses between the systems. The integration flows include loading Siebel contacts and segments into Eloqua, updating contacts in real time, and creating Siebel activities from Eloqua responses. EASI uses custom workflows, APIs, and a cloud connector to provide end-to-end integration between Siebel on-premise and Eloqua.
Benefits Of Choosing A Salesforce Consulting PartnerCloud Analogy
Salesforce consulting partners are companies that have been approved by Salesforce to design and supply custom solutions, as well as project implementations and integrations.
If you're looking for reasons to choose a Salesforce Consulting Partner then you're at the right place. Have a look for detailed information.
The document describes the Salesforce Partner Community, which provides collaboration, education, and news/alerts features for partners. It lists numerous links to specific Partner Community pages and resources for accessing the community, logging in, viewing partner news, webinars, user groups, training options, support, releases, sponsorships, branding guidelines, Dreamforce information, the partner program, surveys, badges, PR guidelines, online training, Salesforce1 information, the AppExchange program, environment hub, and directly jumping to topics.
The document summarizes a meetup about connecting MuleSoft with Salesforce using Lightning Web Components and platform events. The speaker discussed how LWC can be used to build custom HTML elements for the user interface. Platform events allow connecting Salesforce with external systems by defining and publishing event data. The live demo showed how MuleSoft can listen for a customer information platform event, check an external database for discount details, and publish a platform event with the results.
Power of salesforce LWC with Mulesoft using platform eventspqrs1234
During this event, Speaker walked us through a live demo on the below topics:
- How to create connected apps in Salesforce?
- How to authenticate Mulesoft via OAuth JWT?
- Salesforce LWC
- Salesforce Platform events
- Secure communication between Mulesoft and Salesforce via Connected Apps
Since Microsoft announced the long-term deprecation cycle for InfoPath, business users and power users have been waiting for better answers. Do we use an outdated tool or lean back on developers for help on customizing forms? Is PowerApps ready? Wait no longer! PowerApps is officially here as your InfoPath replacement, and even better – Microsoft is releasing PowerApps templates to get us started. First, we’ll talk through the basics, then we’ll cover how to use templates and finally, we’ll build a form from scratch. This session will help you get familiar with PowerApps so that you can go back to work feeling confident that you can provide great solutions, without having to wait on your development team.
Barcelona Administrator Study Group-5oct2019animuscrm
Welcome & Introductions
Today’s Sponsors & Mentors
Administrator Exam Guide & Strategy
Trailhead - how many badges have you earned until now?
Practice, Practice, Practice!
Let’s earn new badges!
Today - “Build a suggestion box app” (Time-boxed 60 minutes)
Automation tools for Admins
Exam Preparation: Quiz & Flashcards
“Org Confessions” (source: Elements Cloud)
Presenting like a Champion!
Present your solution approach
Voting for Today’s Champion #freevoucher
8 Tips for Success
Lightning Experience is Salesforce's new, modern user interface that provides an intuitive and intelligent experience. It features an app launcher, navigation menu, and action-oriented workspaces. Key components include the home page, opportunity boards, sales path guidance, and customizable dashboards. Users can switch between Lightning Experience and the previous Salesforce Classic interface. Admins should assess customizations and develop a rollout strategy to transition users to the new experience. Resources like Trailhead guides can help with learning and adopting Lightning Experience.
Mrinal Tiwari is a Tableau Developer and Tableau Server Administrator with over 7 years of experience. He has extensive experience designing and developing dashboards, reports, and scorecards in Tableau for various clients across different industries. Some of his responsibilities include requirement gathering, configuring database connections, implementing parameters, filters, and calculations, installing and maintaining Tableau Server, and publishing workbooks. He has worked with various databases like MySQL, HP Vertica, and data sources. Mrinal holds an MBA in E-Commerce and a Bachelor's in IT.
With the help of the Opencart Slack Commerce module, you can easily integrate your Opencart store with the Slack application. The store owner can easily be notified regarding the certain activities done at the store frontend by the customer like New user registration, login user, Order create, Order return, Payment fraud & fail, Search product not found & if Customer applies coupon. The store owner can easily track the activities done by customers at the storefront by just using the slack application instead of doing it from the admin panel on the store.
This document provides an overview of SAP's HR Renewal 1.0 deployment and configuration. It discusses the technical prerequisites, deployment options, recommended configurations, required documentation, and upcoming features. Key points include that HR Renewal 1.0 is based on SAP NetWeaver 731 SP7 and uses a new landing page approach with role-based navigation lanes. It also provides administration tools for configuring catalogs and chips that populate the landing pages.
Since Microsoft announced the long-term deprecation cycle for InfoPath, business users and power users have been waiting for better answers. Do we use an outdated tool or lean back on developers for help on customizing forms? Is PowerApps ready? Wait no longer! PowerApps is officially here as your InfoPath replacement, and even better - Microsoft is releasing PowerApps templates to get us started. First, we'll talk through the basics, then we'll cover how to use templates and finally, we'll build a form from scratch. This session will help you get familiar with PowerApps so that you can go back to work feeling confident that you can provide great solutions, without having to wait on your development team.
New delhi sfdc_dg_salesforcesaturday_appexchange (1)Amit Chaudhary
Salesforce Saturday is a volunteer program started in Austin, Texas where people meet online or offline every Saturday to discuss and learn about Salesforce. The goal is to help each other learn new skills and prepare for Salesforce certifications. Participants share their expertise about the Salesforce platform.
Knowledge sharing session by Amit Chaudhary on How to list your app on AppExchange.
This session was held at #SalesforceSaturday for New Delhi Salesforce Developer Group
The document summarizes an upcoming Partner Community Office Hours webinar on March 4, 2015. It provides information on announcements, calendar events, alerts, new product information, program changes, functionality updates in the Partner Community, marketing resources, office hours, and opportunities to ask questions during the webinar.
This document announces an Einstein Analytics presentation by Rikke Hovgaard on October 27, 2018 as part of the Farmington Hills Salesforce Developer User Group. The presentation will cover topics such as SAQL, comparing datasets, and time series data in Einstein Analytics. It provides details on the speaker, agenda, and how to access the Zoom meeting for the presentation.
Pletra Technologies provides mobile app development, web development, and business consulting services. The document includes information on Pletra's business structure and locations in the US and India. It also outlines their Salesforce services, including implementation, custom app development, integration, and ongoing support. Their team has expertise in Salesforce platforms like Sales Cloud, Service Cloud, and Community Cloud.
Similar to Part 2 - Salesforce Basics for the Accidental Admin - 1/2016 (20)
Portland Small-Medium Business Salon - Hosted by Idealist Consulting, Pardot, and Cirrus Insight. Learn how marketing automation can take your business to the next level.
Community Engagement: 3 Ways to Harness the Power of your Nonprofit NetworkIdealist Consulting
Engagement is so key to the mission of nonprofits everywhere. Without it, not only would we be at a loss for how to serve but also at a loss for support in accomplishing our goals. So how does an organization go about community engagement? As our digital footprint expands, so too should our definition of community engagement.
Take a look at what community engagement means in the digital age, how community engagement applies to your nonprofit, and different styles of facilitating those connections.
5 Ways Nonprofits can Get Started with Marketing AutomationIdealist Consulting
Agenda:
What is Marketing Automation?
How can nonprofits use it?
5 ways to get started
Case Study: Jefferson Awards Foundation
Putting it all together/Q&A
The document discusses various topics including transportation options, housing availability, job opportunities, and recreational activities in a certain city. It outlines several pros such as good public transit and affordable housing but also notes some cons like a limited job market and high taxes. In summary, the document seems to evaluate whether moving to or living in a particular city could be a good choice.
Portland Small Business Salesforce Salon Presentation deckIdealist Consulting
Follow Fred Armisen of Portlandia through his customer journey from lead to prospect to client, through the lense of Salesforce tools Pardot, Sales Cloud, and Communities. This was presented at a live event for the Portland Small Business community 3/19/15.
Slidedeck from our 8-27-14 webinar featuring Idealist Consulting's Membership Solution kit where you can use Predictive Response and Click & Pledge to increase membership engagement and make memberships a seamless part of your campaign strategy.
Presenters:
Seth Goddard, Predictive Response
Karen Arrivillaga, Click & Pledge
One Small Step for Fundraising: Mobile Giving with mGive Webinar DeckIdealist Consulting
Mobile donations are an underutilized fundraising method. Text donations have exceptionally high open rates of 97% and are read within minutes. However, only 30% of text donors prefer this method despite being highly satisfied. Integrating text donations with social media, especially videos on Facebook, could help nonprofits better utilize texting and reach more donors. Cause marketing partnerships that feature celebrity videos with text calls-to-action have been shown to double text donations when shared on social media.
The document discusses Salesforce Communities, which combine business processes and social networking to allow organizations to create branded online communities for constituents, customers, and partners that are accessed through a single login; it provides examples of how communities can be used and best practices for deploying, managing, and engaging members of a community to ensure success.
One Small Step for Fundraising: Best Practices Soliciting Major Donors with W...Idealist Consulting
This document discusses best practices for soliciting major donors using WealthEngine. It outlines the donor cycle of identification, qualification, discovery, cultivation, solicitation, and stewardship. It provides tips for each stage, such as using data screening and wealth appends to identify prospects, determining if prospects meet minimum gift thresholds during qualification, asking open-ended questions to assess interest during discovery, identifying a prospect's specific interests during cultivation, and making sure to ask for a specific gift amount for a purpose when soliciting. The document promotes WealthEngine's services and data resources to support nonprofits' fundraising strategies at each stage of the donor cycle.
Salesforce Basics for the Accidental Admin Webinar, Day 1Idealist Consulting
Agenda:
Introduction to the Non Profit Starter Pack
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up
One Small Step for Fundraising: Best Practices in Mass Email with Soapbox MailerIdealist Consulting
This document discusses Soapbox Mailer, an affordable mass email tool that integrates seamlessly with Salesforce. Soapbox Mailer provides real-time metrics and helps nonprofits raise more money through lower-cost email campaigns. The document highlights Soapbox Mailer's benefits and shares a success story from Blue Water Baltimore, who migrated from other tools to Soapbox Mailer to better communicate through email.
This document provides an overview and agenda for a presentation on Vertical Response, an email marketing solution. It can be used as a standalone tool or integrated with Salesforce. For non-profits, the first 10,000 emails sent per month are free. Pricing is outlined for volumes above that threshold. The presentation covers creating an email campaign in Vertical Response, including designing the email, creating recipient lists, and scheduling the send. Analytics data from email sends, such as opens, clicks and social shares, are synced back to relevant records in Salesforce.
The Experts Talk, Idealist Consulting, How To Evaluate Payment ProcessorsIdealist Consulting
The document discusses how to evaluate payment processors for non-profits. It provides examples of integrated and unintegrated payment processor options for different use cases like donations, events, memberships, etc. It highlights key questions to consider around desired functionality, costs, and ease of use when choosing a payment processor. Integrated options allow payments to automatically sync with contact records in Salesforce while unintegrated require manual data entry. The document compares features of top integrated solutions for different needs.
The document outlines the steps to structure and implement a Salesforce CRM system for a nonprofit client. It discusses understanding the client's needs, blueprinting the necessary processes, building a prototype using standard and custom Salesforce objects, preparing and importing existing data, testing usability, training users, and providing post-launch support. The overall goal is to provide a centralized system to manage relationships and engage supporters to help nonprofits better achieve their missions.
The document compares online donation processing options from Click & Pledge, Brickwork, Linvio PaymentConnect, and Chargent. Click & Pledge offers three pricing plans ranging from $5-20 per month plus transaction fees. Brickwork charges $20 per month plus credit card fees. Linvio PaymentConnect has a one-time $625 setup fee and $750 annual fee but does not include processing fees. Chargent is free for nonprofits up to 5 users.
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!SOFTTECHHUB
As the digital landscape continually evolves, operating systems play a critical role in shaping user experiences and productivity. The launch of Nitrux Linux 3.5.0 marks a significant milestone, offering a robust alternative to traditional systems such as Windows 11. This article delves into the essence of Nitrux Linux 3.5.0, exploring its unique features, advantages, and how it stands as a compelling choice for both casual users and tech enthusiasts.
GraphRAG for Life Science to increase LLM accuracyTomaz Bratanic
GraphRAG for life science domain, where you retriever information from biomedical knowledge graphs using LLMs to increase the accuracy and performance of generated answers
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Building Production Ready Search Pipelines with Spark and MilvusZilliz
Spark is the widely used ETL tool for processing, indexing and ingesting data to serving stack for search. Milvus is the production-ready open-source vector database. In this talk we will show how to use Spark to process unstructured data to extract vector representations, and push the vectors to Milvus vector database for search serving.
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
How does your privacy program stack up against your peers? What challenges are privacy teams tackling and prioritizing in 2024?
In the fifth annual Global Privacy Benchmarks Survey, we asked over 1,800 global privacy professionals and business executives to share their perspectives on the current state of privacy inside and outside of their organizations. This year’s report focused on emerging areas of importance for privacy and compliance professionals, including considerations and implications of Artificial Intelligence (AI) technologies, building brand trust, and different approaches for achieving higher privacy competence scores.
See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
Full-RAG: A modern architecture for hyper-personalizationZilliz
Mike Del Balso, CEO & Co-Founder at Tecton, presents "Full RAG," a novel approach to AI recommendation systems, aiming to push beyond the limitations of traditional models through a deep integration of contextual insights and real-time data, leveraging the Retrieval-Augmented Generation architecture. This talk will outline Full RAG's potential to significantly enhance personalization, address engineering challenges such as data management and model training, and introduce data enrichment with reranking as a key solution. Attendees will gain crucial insights into the importance of hyperpersonalization in AI, the capabilities of Full RAG for advanced personalization, and strategies for managing complex data integrations for deploying cutting-edge AI solutions.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfMalak Abu Hammad
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
* Importance and benefits of vector search
* Practical use cases across various industries
* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
2. Recap from yesterday
● Introduction to the Nonprofit Starter Pack
● Navigation and List views
● Data Entry
● Merging Accounts and Contacts
● Activity Management & Managing Calendar
3. Agenda - Part 2
Campaigns
Mass Email Contacts/Leads - Native to Salesforce
Reporting and Dashboards
Support
Q&A
5. Where to find support
AppExchange
Help and Training
The Power of Us Hub
NP User Group
Trailhead modules
Email service providers comparison report: http://bit.ly/108cbyW
8. Power of Us Hub
https://powerofus.force.com/pubhome
Check out NPSP Group and this workbook:
https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-
Documentation
Install to see in app drop-down here:
https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected-
App-Installation-Instructions