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.

    🍽️  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

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☁️ Data360 (formerly Data Cloud) for Salesforce Admins: What It Is and Why You Should Care

Customer and constituent data often lives across Salesforce, marketing platforms, websites, payment systems, data warehouses, event tools, and other applications.

How can organizations bring that information together—and make it useful for Salesforce users?

In this practical, jargon-free introduction, we’ll explore Data360 from a Salesforce Admin’s perspective. We’ll discuss how Data Cloud connects information from multiple systems, standardizes it, matches records that belong to the same person, and makes unified data available for segmentation, automation, insights, and AI.

We’ll cover:
💠What Data360 is and where it fits within the Salesforce platform
💠How Data360 differs from the core Salesforce CRM
💠How data moves from source systems into a unified customer profile
💠The basics of data mapping and identity resolution
💠How calculated insights and segments can make data actionable
💠Ways Data360 can support Flow, sales, service, marketing, and AI use cases
💠Important considerations involving data quality, governance, scope, and consumption
💠How to determine whether Data360 is the right solution for an organization

💡 Practical Use Cases

We’ll use relatable examples to show how Data360 could help organizations:
💠Identify customers or constituents at risk of disengaging
💠Give Salesforce users a more complete view of a person’s activity
💠Prioritize outreach based on engagement or customer value
💠Combine transaction, service, marketing, and behavioral data
💠Trigger follow-up actions and automation in Salesforce

🧠 Who Should Attend?

This session is designed for Salesforce Admins, consultants, architects, developers, and Salesforce leaders who are curious about Data360 but may not know where to begin.

No previous Data Cloud experience is required.

Bring your questions and ideas about the data your Salesforce users wish they could access today.

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☁️ Ask an Admin

Have a burning Salesforce question? Join us for an open, interactive session where you can bring your toughest admin challenges—big or small—and get answers from fellow admins who’ve been there. Whether you’re troubleshooting a tricky Flow, looking for best practices, or just curious about “what’s possible,” this is your chance to ask away and learn from the community.

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MEETING LOCATION & PARKING

We are meeting at the Slalom Offices: 1422 S Tryon Street, Suite 600, Charlotte, NC 28203

Parking is at the RailYard Garage: 1414 South Tryon Street

This is the gated garage directly attached to the building.

Daily Garage Transient Rates
$4.00 per 1/2 hr
$30 daily max (beyond 4hrs charged the daily rate)
$35 for lost tickets

Anyone is able to self-validate their garage ticket for up to 2hrs, at Rhino Market located in the lobby of the building. Any remaining balance is owed by guest upon exit.

Additional pay parking available in the area