Lightning Report Builder is powerful, beautiful, and ready for use! Users can take advantage of its many features to create and share compelling Reports and Charts. In this session we'll identify data issues with Cross Filters, create a bird's eye view of data with Grouped Rows and Columns, improve Customer Success insights with Joined Reports, build persuasive Charts for managing pipeline, and Subscribe to Reports to keep yourself and business leaders informed.

From email automation to document generation, there is no shortage of apps and tools in the Salesforce ecosystem designed to help you and your team save time and money. With so many options and so little time to spare, how do you decide which one is right for your org? In this session you'll learn about the steps you can take including identifying champions, setting trial period metrics and more to quickly decide if a tool is the right one from your team.

Sales Path was a feature previously available only for Opportunities. However, with a new name and functionality that’s 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’ll 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’ll gain in this session, you’ll be ready to create your next Path and pave the path to success for your organization.

Have you ever come across a great new feature for Salesforce but wanted it to do more? I did. When Lightning Components for Flow Screens were first released, I found a nice component to do a record lookup on a Flow screen. What it did not offer was the ability to filter the lookup like you can with a Dynamic Record Choice. I'll show you how I enhanced this component to support filtering as well as linking multiple lookups together in a Parent/Child format all on the same screen.

Finding the balance between cost, functionality, and usability can be a challenge when it come to Apps, especially on a nonprofit budget. Learn how Keshet has taken advantage of free and low-cost Apps and Chrome extensions to boost productivity, improve user experience, and make life as an admin a bit easier.

Are you an admin running an instance of Salesforce? Are you constantly managing requests for simple reports? Are you loading data into Salesforce and need a quick way to pull object ID's? Are you scared of the word SOQL and think it's only for Developers? In this session we'll talk through how to simplify looking at SOQL. And look at at some simple searches you can perform, and how you can apply more advanced searches later. I believe that any salesforce professional, no matter the experience level, can learn and use SOQL to simplify everyday tasks. As someone who did not have first hand experience myself, I can speak about how learning this underutilized tool, could be a Salesforce professional's new best friend.

Business analysis is #1 requested skill by employers and when applied well it can dramatically reduce the cost, time and risk of your implementation. This valuable and entertaining session with uncover the 3 simple principles that will give you 10x results, using a proven approach that's been refined over 20 years and 1000+projects.

Salesforce orgs can become unmanageably complex over time, and this can result in slow performance, reduced agility, sluggish adoption, and IT/business misalignment. API expert Bill Appleton discusses how to construct reports with the Data, Metadata, and Tooling API that lay bare the complexity of any Salesforce org. Discover neglected objects, orphaned profiles, abandoned projects, forgotten dashboards, and more!

The focus for major gift officers should be on building constituent relationships with a clear cultivation plan. A fundraising system should support this process by using automation techniques to allow the major gift officers to focus on what is most important. In this session we'll cover how to rock your moves management strategy with NPSP Engagement Plans and Levels. We will take this rockin' strategy even further by demonstrating Path and how it helps you roll through the moves process with step-by-step guidance along the way.

Everyone knows Salesforce requires 75% code coverage. However, just because the code is covered, doesn’t mean it's really being tested. Can you delete some, or all, of your Apex code and still see passing tests? I’ll cover the three A’s of proper testing, look at unit tests for declarative functionality and lightly dabble in Test Driven Development. Although aimed towards developers, this session should be understandable by advanced admins and members of a software development team. If you have any aspirations to become a developer one day, be sure to check out this session. Get your code coverage to 100%, build an automated test suite and put yourself in a position to do real CI/CD.

You're a Salesforce Admin who is tasked with transitioning over from Classic to Lightning Experience. Training your end users seems like a daunting task. Yet, it really doesn't have to be scary of overwhelming. During this session you will learn a simple, effective and flexible process for rolling out your Salesforce training without purchasing any additional tools, apps or plugins. This solution works - whether you are training 5, 500 or 50,000 users.

Imagine new ways to drive adoption, simplify your org, and deliver better user experiences with the Lightning App Builder. We'll explore how Lightning Pages, Page Layouts, and Components work together and then elevate those concepts to create next level interfaces for your users. With an emphasis on usability, simplicity, and user experience, Lightning Layout Tricks will provide value for technical users & business leaders alike as you’ll leave this session with ready-to-implement tips and tricks that will energize your org.

Lightning Out gives us the ability to display Einstein Analytics anywhere. This is especially important for Enterprise clients with multiple Salesforce orgs. Using Lightning Out we can build the dashboards in a hub org and distribute them out to all business units. We will provide an overview of Lightning Out, how to handle authentication, embedding Einstein Analytics and demonstrate the solution in action.

Organizations have great programs, many donors/volunteers/members, yet feel like staff are spread thin and there are never enough resources. Staff work hard every day and still aren’t sure what works best in keeping people engaged and in fulfilling the organization mission. Organizations get stuck - everyone is heads down getting work done instead of acting with heads up and eyes on the vision.  We will walk through the components of an engagement strategy and share a case study of how one customer put this to work. Join the conversation and learn how to implement this approach within your organization.

Did you inherit a cluttered org with no documentation? Are you trying to figure out why you have 500 fields on an object? Is your org just a straight up mess? Ugg! Come join us to learn the most common traits of a messy implementation and how you can untangle yours. This session is the first step on your journey to a more optimized Org.

Automating processes is a great way to make a big impact on your organization. Salesforce offers a variety of automation tools, but which is the right one for your task? You will leave this session with an overview of the various tools and when to use them--and hear all about one Admin's automation adventures through Process Builder and Flow, along with some important lessons learned.

Lightning is everywhere! You've heard about all the amazing new features, and everything it does to improve the user experience, and now its time to prepare your organization to make the most of it. In this session, we'll provide practical advice for system admins who want to make their organization's transition as smooth as possible. We'll discuss features such as Lightning Page Layouts, Quick Actions, and My Domains. We'll cover what changes and limitations you need to be aware of, how to decide when is the best time to make the transition, and what resources are available to help you and your users prepare. In no time at all, you'll be Lightning ready!

What do a successful career, successful implementations, and successful customer service have in common? Having hard conversations! In this session, you'll learn tips and tricks for having hard conversations with stakeholders and clients; gain tools for conflict resolution; and begin your personal strategy for communicating with authenticity and power.

Dealing with buttons while migrating to Lightning doesn't have to be a daunting task. In fact, Lightning provides more options to build and surface buttons on your layouts and pages. Whether the buttons are URL, Visualforce, or even Javascript, this session will cover how those buttons are impacted in Lightning and approaches on how you can design and build them Lightning fast!

Salesforce has provided great declarative tools to automate processes with process builder and cloud flow designer so we can move towards declarative solutions versus custom code. Just as developers should adhere to best practices for apex development to built efficient, performance optimal code, system administrators or platform app builders should consider building efficient, performance optimized processes. In this session, we'll take a look at ways to optimize your process, such as keeping them DRY by using invocable processes, building smart processes with componentized flows and other tips and tricks I've learned from building processes/flows.

Learn from experiences delivering Lightning Experience to new CRM users to 10 year Salesforce veterans. We'll review the upsides and gotchas of going live with Lightning Experience from the perspective of a developer, and learn about when to stick with standard Lightning Components, declarative options available for low-code solutions, and using custom Lightning Components to deliver functionality to bridge user experience gaps between Classic and Lightning Experience.

Have you launched Salesforce improvement projects only to see sure-bet innovations bog down with missed deadlines? Are your adoption rates not all you hoped for? Are staff still using Excel and Outlook a year later? Well, who hasn’t been here? In this workshop, you will have the chance to gain insight and refine your techniques for change management. Goals: --Take part in guided self-assessment of reasons for project misses --Explore a mini case study at Community Catalyst where we engaged staff in technology changes and achieved increasing rates of user adoption --Discuss a framework and check list you can use to ensure you have covered the people side of change management

Test driven development is a best practice in coding. You might have heard that. But if you're like most of us, reaching 75% code coverage is the goal, and learning how to write meaningful test classes is an afterthought, especially if you're a new developer or "admineloper". But you don't have to be a master coder to utilize some of the principles of test driven development! Have you ever written code, but struggled to understand if it was behaving like you wanted? Join us to learn how to write simple test methods that will make your code writing less of a guessing game. Attendees will benefit most if they have a basic understanding of apex code.

Come hear how 2 very different nonprofits that help kids, use Salesforce to run their operations. Jumpstart is a veteran with 10 years of experience while Horse SenseAbility is a newbie with only 10 months and counting. At this session, you will learn how:

---Jumpstart intentionally "broke" their Salesforce in order to remake it to improve communication between development and programs staff for years to come
---Horse SenseAbility uses Salesforce keeps equine medical records, schedule lessons, track participant progress and corral a stable (pun intended) of volunteers
---Jumpstart customized Form Assembly forms to ease volunteer data entry with mobile-friendly assessments and automates external data sources with Zapier
---Horse SenseAbility transfers data from Google Forms to Salesforce and communicates with volunteers by integrating with Twilio
---To plan for long-term constituent lifecycles to create one coherent set of information out of everything the organization does
---To contribute as the Salesforce community on the myriad of challenges nonprofits face

Lightning Experience is more than just a new face to your Salesforce organization -- It fundamentally transforms how users interact with the platform. Admins can now build powerful declarative solutions that are flexible enough to support nearly any business need. This hands-on session will present attendees with real world examples of how to leverage the power of tools such as Lightning App Builder, Lightning Screen Flows, and custom objects to create custom applications on the Salesforce platform.

Data entry in Salesforce can feel time consuming and click-heavy for end users, and getting data from stakeholders outside of Salesforce can be an even bigger challenge. This session will demonstrate best practices on leveraging Salesforce integrated web forms to help collect and manage your data. There are even bonus tips on how to use forms to manage your own #AwesomeAdmin work like populating data in a sandbox and streamlining onboarding and user creation. Don’t miss out!

Are you a developer working in a Classic org that cannot have Lightning Experience yet? You’re not alone. There are legitimate reasons to stay on Classic for now (shh, don’t let Salesforce hear this). So, can you still tap into the power of Lightning Components? Absolutely! The best part is, doing that also prepares you to be fully ready with the core skills for that Lightning future when the moment comes. Come to learn ways to leverage the power of Lightning Component in Classic Level up Flow screens with Lightning Components Create actions in Chatter feed Construct Visualforce page with Lightning Components … and more!

In this session, we'll get to the heart of successful and efficient Salesforce teams by focusing on prioritization, governance, and process improvement. We’ll talk about the important areas of work, what your team should be covering, and what can—and should—be outsourced to a partner. We’ll dig into why it’s important for you to know your organization’s mission and culture as well as you know the platform. And we’ll talk about strategies to stay connected to your business units to make sure you’re building them the tools to meet their needs. You’ll come away with some concrete ideas to implement, and a clear framework for understanding your team’s purpose, whether you are a solo admin or a member of a large team!