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May Salesforce User Group - Theme: Flows & Custom Meta Data Types

May 29, 2020, 4:00 – 6:00 PM

We will be taking a deep dive into 2 advanced Salesforce's declarative tools (Flows & Custom MetaData Types) to show how Salesforce Administrator use these tools to make their Salesforce Org easier and more intuitive for their users. Join us to level up your skills!

About this event

We will be taking a deep dive into 2 advanced Salesforce's declarative tools (Flows & Custom MetaData Types) to show how Salesforce Administrator use these tools to make their Salesforce Org easier and more intuitive for their users. The topics for the meeting are as follows: 

1) Chris Robertson from Salesforce, who is a local Solution Engineer covering Public Sector, will share with us some interesting tidbits with the group that will have an immediate impact on how we work.

2) Streamline the user experience while ensuring accurate data. Join Sandy Hunter as he dives into the world of "Screen Flows" to solve common business challenges. Sandy will walk us through the use case how the end users are required to enter data on a series of custom objects where the process is complicated thus resulting in often incomplete or incorrect data. He will walk through a screen flow design that streamlines the user experience while ensuring accurate data. We’ll review the flow builder user interface, common flow components, debugging tools, and the final user experience.

3) Make reviewing Opportunity Activity History easy & more intuitive. Kevin Caputo will show how to add an Activity History Tab to the Opportunity Page using a free Lightning Component from the AppExchange called “CMTD Enhanced Related List”. He will walk thru the 2 step process of setting up this lightning component using Custom Metadata Types records. 

Join us to level up your skills!

Google Meet link for the meeting - https://meet.google.com/ews-hekv-ukt

If you have any question, feel free to drop an email to ottawa-ca-admins@trailblazercgl.com

Speakers

  • Chris Robertson

    Salesforce

    Principal Solution Engineer

  • Kevin Caputo

    Evolving Sales

    Salesforce Consultant

  • Sandy Hunter

    Purple Otter

    Salesforce Nonprofit Implementaion Specialist

When

When

Friday, May 29, 2020
4:00 PM – 6:00 PM UTC

Agenda

4:00 PMRound Table Introductions
4:15 PMChris's Top Tips
4:35 PMStreamline the user experience while ensuring accurate data
5:15 PMMake reviewing Opportunity Activity History easy & more intuitive
5:55 PMFuture Meetings

Group Leaders

  • Nebojsa Zgonjanin

    Huron

    Community Group Leader

  • Kevin Caputo

    Evolving Sales Solutions

    Community Group Leader

  • Yu Wang

    Community Group Leader

  • Patrick Charlton

    Student Ambassador

  • Sandy Hunter

    Purple Otter

    Community Group Leader

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