August 4th Lowell, MA Admin Community Group Virtual Gathering

Name: August 4th Lowell, MA Admin Community Group Virtual Gathering
Start: 2021-08-04T18:00:00-04:00
End: 2021-08-04T19:30:00-04:00

Aug 4, 2021, 10:00 – 11:30 PM

Salesforce Admin Group, Lowell, United States

Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning. We're very excited to have Same Broda from Match My Email presenting on email integration. Aaron Crear will also speak on the new Forecast features from the Summer '21 release.

About this event

Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning. We're very excited to have Same Broda from Match My Email presenting on email integration. Aaron Crear will also speak on the new Forecast features from the Summer '21 release. 

Speakers

Samuel Broda

Match My Email

VP of Sales and Marketing

Aaron Crear

Hat-Trick Consulting

Principal

When

Wednesday, August 4, 2021
10:00 PM – 11:30 PM UTC

Agenda

The Clue Is in Our Name Straightforward Email Integration: Match My Email vs. Einstein Activity Capture

Somehow email integration with Salesforce has become an elaborate matrix of options. Salesforce Admins can easily pour hours into researching the varying products in this competitive marketplace. On the one hand, the emphasis on email makes sense. Email communication is central to business activity, so it’s reasonable for there to be so many solutions aiming to deliver perfect email and CRM harmony. On the other hand, how complicated does it really need to be? Sam Broda is the VP of Sales and Marketing at Match My Email, an ISV partner on Salesforce’s AppExchange. Match My Email has been listed on the AppExchange for over ten years and specializes in email and calendar integration for Salesforce. This discussion will assess how two non-mailbox, sync & stream/capture email tools compare: Match My Email vs. Einstein Activity Capture.

Report on Custom Forecast Types and Fields

With the Summer '21 Release we now have the ability to create and report on custom Forecast Forecast Fields along with an improved experience to create and edit Forecast Types. This presentation will give you an overview of these new capabilities.

Group Leader

Aaron Crear

Hat-Trick Consulting

Founder & Principal

See bio

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August 4th Lowell, MA Admin Community Group Virtual Gathering

About this event

Speakers

Samuel Broda

Aaron Crear

When

Agenda

Group Leader

Aaron Crear

Trailblazer Community

Hat-Trick Consulting

Ultimate Kronos Group

ReportForce.Blog

Join your local Trailblazer Community Group, meet other developers & get best practices for building on the App Cloud

New group applications are now open from April 1st- April 30th.

August 4th Lowell, MA Admin Community Group Virtual Gathering

About this event

Speakers

Samuel Broda

Aaron Crear

When

Agenda

Group Leader

Aaron Crear

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Trailblazer Community

Sponsors

Hat-Trick Consulting

Ultimate Kronos Group

ReportForce.Blog

Join your local Trailblazer Community Group, meet other developers & get best practices for building on the App Cloud