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April is springing to life!

Apr 28, 2023, 3:30 – 6:00 PM (UTC)

Salesforce Admin Group, Charlotte, United States

Join us EITHER in-person or via Bevy to learn about Back up and Recovery, using Flow for Approval Process Reminders & Dashboard Magic!

About this event

We'll again offer a hybrid meeting to accommodate everyone! Because we will be managing dual logistics and head counts that are tied to budgets, please decide how you'd like to attend and do your best to honor that choice.

You can choose:

In-person: We have limited seating and budget, so please only RSVP for in-person if you know you can attend. Please do not cancel, unless you are experiencing or have been exposed to any illness. Cancellations less than 48-hours can impact our lunch budget (and maybe my personal finances). And, they are difficult to backfill last minute. No shows are frowned upon.

     😷 Masks are encouraged, but no longer required.

     🪑 There will be plenty of space for seating and to move around for proper social distancing.

     🍽 Boxed lunch will be provided!

Virtual: If you are not ready for in-person meetings, are too far geographically to attend, or have been exposed/contracted COVID or any kind of crud, virtual is for you.

AGENDA

🙋‍♀️ Welcome, Introductions, and Announcements

💻 OwnBackup
Backing up our Salesforce data is so much more than the weekly export!  Matthew Kennedy with OwnBackup will be with us to discuss our own back up and recovery plan.


💡Let's Get OOTB (Out of the Box) - Dashboards with Dai

We have all seen some amazing dashboards before. Daisha Flowers will be sharing her dashboard magic with us!   

Want to share your favorite OOTB?  Sign up to present your solution.


⚙️ Flow Showcase
There is always good stuff shared and discussed during our showcase!

This month's flow showcase presents a custom solution to manage approval process reminders.  Currently, the documentation for approval process reminder still recommends Workflow Rules.  Knowing that flow is our path forward, Morgan developed a flow to send customized approval process reminders based on her end users' needs.

Got a Flow you've built -- regardless of complexity -- you can share? Sign up to present your solution. It can be a 2-minute or 20-minute presentation. We simply want to learn from each other.


MEETING LOCATION & PARKING
We are meeting at the Exchange Building used by Salesforce and other business park tenants. (We are NOT meeting in the main Salesforce building.) Be sure to Google the address so you know what you are looking for. There is no Salesforce signage on this building. We will be the only group in the building. Look for our Salesforce popup banner. Parking is provided at no charge. 


We need you! Got an idea for an upcoming meeting?  Want to present a Flow Showcase or a Let's Get OOTB?  Give us your input!

Speakers

  • Matthew Kennedy

    OwnBackup

    Senior Director of Partner Enablement

  • Morgan Evans

    Domtar

    Salesforce (SCA) and Marketing Admin

  • Daisha Flowers

    Slalom

    Consultant

When

When

Friday, April 28, 2023
3:30 PM – 6:00 PM (UTC)

Agenda

3:30 PMIn-person attendees
3:45 PMOnline attendees
4:00 PMPresentation begins for in-person and online
6:00 PMConclude

Group Leaders

  • Kelly Kouchi

    Community Group Leader

  • Stephanie Rebain

    Coastal Cloud

    Community Group Leader

  • Alexandra Klinger

    Cloud For Good

    Community Group Leader

  • Hetal Desai

    Ally Financial

    Community Group Leader

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