New group applications open from Oct 1st through Oct 31st

Virtual Meeting Only: Quote-to-Cash & Flow Fun

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!

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


💻 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


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

  • Nitin Shingne

    Tata Consultancy

    GTM, Tech Strategy, Architecture, Implementation

  • Kristen Kannen

    ListEngage

    Sales, Marketing & Operations Analyst, Salesforce Administrator

When

When

September 27 – 28, 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 PMConclude

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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