Jan 25, 2019, 4:30 – 7:00 PM (UTC)
Salesforce Admin Group, Charlotte, United States
January's meeting will show a first-hand use of XL-Connector to export, import, & update data via Excel. It's so powerful! Plus, Cirrus will be onsite to talk about expanding your use of Salesforce with Cirrus Insight to track emails, schedule meetings, set follow-ups and more, right from your inbox making your teams even more productive! We'll end with #AskAnything Q&A. #UnicornRumors #TechPrize
11:30am - Noon
Noon - 2pm
Welcome, Introductions, and Announcements
XL-Connector by Alex Tarasevich
XL-Connector provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulas, lookups, etc. ~30-day FREE trial!~
Alex will tell us about other cools tools provided by Xappex as well. Can't wait? Check it out now https://www.xappex.com/
Cirrus Insight by Aaron Riley
Everything you need from Salesforce, in your Inbox! Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. We'll learn where Salesforce for Outlook ends and the advantages of Cirrus Insight begins. Pretty powerful stuff!
Q&A and Lightning 101:
Plan on an open discussion, bring your questions, bring your Lightning Readiness Reports, bring your challenges and let's #ProblemSolveTogether.
Closing
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Fun to Know
#UnicornRumors
#TechPrize
Friday, January 25, 2019
4:30 PM – 7:00 PM (UTC)
| 4:30 PM | Registration & Lunch |
| 5:00 PM | Meeting Begins |
| 7:00 PM | Meeting Concludes |
CONTACT US
