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Making Salesforce Forms, Documents & Portals a Breeze

Jun 26, 4:00 – 6:00 PM (UTC)

Salesforce Admin Group, Charlotte, United States

We'll again offer a hybrid meeting to accommodate everyone! Because we will be managing dual logistics and head counts t...

AI

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.

    đŸ˝ď¸  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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🚀 Building Better Salesforce Experiences with Titan

How can you give customers, partners, employees, or constituents access to Salesforce-powered processes—without custom code, multiple tools, or complicated integrations?

Join Patrick Howsare from Titan for an interactive session on how Salesforce Admins can create better digital experiences while keeping Salesforce as the source of truth.

We’ll walk through:

How to build Salesforce-connected forms and portals without code

Ways to automate documents, approvals, and e-signatures

Best practices for improving data quality and reducing manual work

Real-world use cases for extending Salesforce to external users

How Titan AI Studio can help admins build forms and portals faster with simple prompts

💡 Live Demo + Practical Use Cases

This won’t be just a product overview. Patrick will share practical examples, best practices, and a live demonstration of how admins are using Titan to streamline processes, accelerate delivery, and reduce complexity.

🧠 Who Should Attend?

Whether you’re a Salesforce Admin, Architect, Consultant, or Salesforce leader, you’ll leave with actionable ideas you can apply right away to improve the experiences you build on Salesforce.

This will be an interactive session—bring your questions, use cases, and ideas.

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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

Speaker

  • Patrick Howsare

    Titan

    Technical Account Executive, USA East Coast Lead at Titan

When

When

Friday, June 26, 2026
4:00 PM – 6:00 PM (UTC)

Agenda

4:00 PMIn-person attendees
4:15 PMPresentation begins for in-person and online
6:00 PMConclude

Group Leaders

  • Stephanie Rebain

    Coastal Cloud

    Community Group Leader

  • Alexandra Klinger

    BlueGator

    Community Group Leader

  • Hetal Desai

    Ally Financial

    Community Group Leader

Sponsor

Slalom Consulting logo

Slalom Consulting

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