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Sumo

Jul 26, 4:00 – 6:00 PM (UTC)

Salesforce Admin Group, Charlotte, United States

Join us EITHER in-person or via Bevy for a discussion with Sumo Scheduler and Flow Showcase!

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.

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

     🍽   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


💻 Sumo Scheduler, Todd Adams & Ryan Russo

The SUMO Scheduler team is excited to provide our expertise in the wild world of appointment & event scheduling! We look forward to sharing some very unique ways to enhance your user experiences, including inventive solutions to difficult scheduling use-cases - all natively in Salesforce, of course. Looking forward to seeing everyone soon!


⚙️ Flow Showcase, Shannon Haynes

A nonprofit helps to connect community members with housing assistance and rent subsidy programs. Eligibility requirements change every year based on updated Area Median Income (AMI) data, and must be compared against an individual's household size and income. To meet this need, I created a custom object to make it easy for staff to view/update AMI income limits each year, and a subflow to perform the calculation to determine eligibility. I can reference this subflow as needed: ex. note eligibility when an Account is created (Record-triggered flow), recalculate eligibility using a button on the Account (Screen flow, launched via button).

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

Ask an Admin / Study Group Connections


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

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

  • Ryan Russo

    SUMO Scheduler

    Account Director

  • Todd Adams

    SUMO Scheduler

    Executive VP of Sales & Marketing

  • Shannon Hayes

    Canvas Cloud

    Managed Services Consultant

When

When

Friday, July 26, 2024
4:00 PM – 6:00 PM (UTC)

Agenda

4:00 PMIn-person attendees
4:15 PMPresentation begins for in-person and online
6:00 PMMeeting Conclude
6:15 PMAfter Party @ Wooden Robot

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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