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Baltimore Administrators May Meeting

About this event

Find Accounts by Attributes (Lisa Firnberg)

Case managers at Maryland Coalition of Families wanted to search Salesforce for existing Accounts based on attributes like: what type of organization (behavioral health provider, school, shelter etc.); what county they serve; whether they accept Medicaid; are for men or women, etc. Standard Salesforce search doesn’t allow for this. Lisa will show a report developed to allow users to search existing Accounts like a rolodex based on key attributes, and a lays the groundwork for “Yelp-like” ratings in the future.

Meet-and-greet and roundtable discussion
Light refreshments will be served

When

Tuesday, May 21
1:00 PM - 3:00 PM (EDT)

Where

Candler Building
111 Market Place Suite 800 Baltimore21202

Group Leaders

  • Michael A. Grandel

    Michael A. Grandel

    Carabiner Group

    Leader

  • Jabari Jackson

    Jabari Jackson

    Enterprise Community Partners

    Leader

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