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

💻 Approach Reporting Like Never Before: The Ultimate Guide to Report Types
Whether you are just starting your Salesforce journey or you are a seasoned pro, this session is guaranteed to change your approach to reporting. Imagine having one “deluxe” custom report type per object to address a majority of report requests - pulling in up to 1,000 fields from up to 60 related objects with ease. Imagine instantly knowing which report type to choose in order to get the data you need without any trial and error. Imagine how much time and effort you can save when you have a complete understanding of what Salesforce is capable of in the reporting realm. During this session, you will learn how easy it is to demystify the inner workings of report types, consolidate the litany of overwhelming report type clutter, and empower yourself with a revolutionary paradigm that frees you to confidently query for conclusions. Rejoice as you reimagine designing, building, and running reports!

💡Let's Get OOTB (Out of the Box) 
We will be kicking off a new segment to share our favorite out of the box features.  Stephanie and Ali will kick off this new segment with their favorites!

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

This month's flow showcase presents a custom Quoting solution.  We'll walk through methods to add proprietary business logic in the sales price formula, include custom fields in the standard sync functionality, and automate a tier-based product structure.  Don't worry if Quotes aren't on your radar! There will be plenty of goodies to add to your admin toolkit.  We will focus specifically on the power of loops, variables, sub-flows, and even using (admin-friendly) SOQL in your flows!

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!