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Ottawa Salesforce User Group October meeting

About this event

1st Topic: Brock Murray of seoplus+ will walk us through the customizations they made to run their business off the force.com platform. Some of the customizations Brock will review are:

  • Use SKUID to create custom project management system for their digital marketing clients.
  • Created custom solution to onboard clients based on the services to be rendered (ie monthly digital marketing packages.)
  • Customization of Tasks & Events including:
    1. bulk task creation for bulk recurring tasks.
    2. project tracking table that aggregates completed tasks and events against invoices from Quickbooks to provide profitability by project.
    3. creation of an employee dashboard so they can track their tasks and events.

2nd Topic: Kevin Caputo will take on Demo for Demandtools and People Import 

  • Kevin Caputo from Evolving Sales Solution will be giving a review and demo of 2 AppExchange Administration tools (Demandtools and People Import).

To RSVP, please click on RSVP button in the header of event page (login with Salesforce/Trailblazer Community first)

A light diner will be provided. 

We hope you can make it!


Speaker

When

Thursday, Oct 25
7:00 PM - 9:00 PM (EDT)

Where

Seoplus+
55 Murray, suite 210 OttawaK1N 5M3

Group Leaders

  • Nash Zgonjanin

    Nash Zgonjanin

    Huron

    Community Group Leader

  • Kevin Caputo

    Kevin Caputo

    Evolving Sales Solutions

    Community Group Leader

  • Yu Wang

    Yu Wang

    Shopify

    Community Group Leader

  • Patrick Charlton

    Patrick Charlton

    Student Ambassador

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