To Automate or not to Automate...there is no question. May 10 Nonprofit meeting with Scott Luikart

May 10, 2019, 4:30 – 6:00 PM

One of the most magical powers of Salesforce (and you) is the ability to automate. You can make things happen, keep things from happening, communicate automagically. Even beginners can quickly automate and please their users. Scott Luikart will be with us May 10 at Big Daddy's to give us the what, when, which, and why of Salesforce automation. Workflows, Process Builder, Validation rules, Flow...

About this event

Join us May 10, new--at Spicewood Springs Branch Library--for our dive into Salesforce Automation. Abhik Lall gave us a great intro to Automation tools in March. Now we'll take a deeper dive, with some hands-on learning.

Which tool to use. How to get the real need from your users for the best answer to their problem. Why is it best to use this tool, instead of that one.  What business needs can you handle with automation. How to make your users super efficient and super happy with you. 

Scott will run is through the tools--validation rules, workflows (yes, workflow rules are still viable), Process Builder, Approval rules, and Flow. We'll probably spend the most hands-on time with Process Builder. Bring your laptops and your questions.

Of all Scott Luikart's numerous skills and talents (MVP, LIghtning Champion,Senior Admin with six! certifications!), most impressive is his fashion sense--especially when he shows up in his Golden Hoodie. He is now senior admin at Whole Foods. He is always working in the "salesforce platform to exceed expectations and improve business process." A willing mentor, we will all take advantage of Scott's deep learning.

New Location for this event: Spicewood Springs Branch Library. About 5 miles north of Mopac. Across from the Shopping center that has Big Lots.

Your Austin TX Nonprofit Group leaders

Speaker

  • Scott Luikart

    Whole Foods

    Sr Admin

When

When

Friday, May 10, 2019
4:30 PM – 6:00 PM UTC

Agenda

Welcome and a tip
Scott and the Automation Scoop
Announcements and drawing
More Automation and Q & A

Group Leaders

  • Patricia Boyce

    The Front Porch and Salient Systems

    System Admin

  • Steven Cox Malyszka

    Goodwill Industries of Central Texas

    Data Analyst and Salesforce Admin

  • Adelaide Anderson

    Independent

    Leader

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