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.

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

     🍽 Pizza and salad 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

💻 Kick the year off right with a little Knowledge! Dai Flowers

Participate in a focused session on Knowledge Management, delving into Salesforce Knowledge basics, out-of-the-box features, declarative configurations, recommended AppExchange packages, and an introduction to custom code options such as the "Subscribe and Follow" feature. This collaborative discussion offers a valuable opportunity to share insights, address challenges, and explore future enhancements.

💡Out of the box / Ask an Admin / Study Group Connections

Sharing our favorite out of the box features!

⚙️ Flow Showcase, Charlotte Kennedy

As a nonprofit organization with multiple markets (Regional Foundations), we wanted a way to utilize Engagement Plans and have the related Tasks be assigned to a specific User dependent on the Market field of the triggering Opportunity. Our Market Field is associated with Custom Meta Data.

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

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!

MEETING LOCATION & PARKING

 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

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!