Sep 27, 4:00 PM – Sep 28, 6:00 PM (UTC)
Salesforce Admin Group, Charlotte, United States
Join us EITHER in-person or via Bevy for a discussion on revenue, Flow Showcase, and Out of the Box fun!
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.
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.
🙋♀️ Welcome, Introductions, and Announcements
💻 From Quote to Cash: The Adventure of Revenue Flow, Nitin Shingne
What's your process? How can Salesforce and CPQ help your revenue flow?
⚙️ Flow Showcase, Kristen Kannen
My company relies on the "Reports To" field to build a hierarchical org chart of the Salesforce Sales Team for intelligent partnering. It's fairly often that SF managers switch to a new group or start a job at a new company. In order to assist my users with updating the org chart, I created a screen flow that walks them through re-assigning the manager's team to a new manager as well as re-assigning the manager themselves to the new org chart location. Therefore, the entire team doesn't accidentally move to the new group along with the manager who moved.
There is always good stuff shared and discussed during our showcase!
💡Out of the box
Ask an Admin / Study Group Connections
Parking is at the RailYard Garage: 1414 South Tryon Street
*additional pay parking available in the area
Tata Consultancy
GTM, Tech Strategy, Architecture, Implementation
ListEngage
Sales, Marketing & Operations Analyst, Salesforce Administrator
September 27 – 28, 2024
4:00 PM – 6:00 PM (UTC)
4:00 PM | In-person attendees |
4:15 PM | Presentation begins for in-person and online |
6:00 PM | Conclude |
CONTACT US