Lowell and Manchester Admin Community Group December 2nd Lunch and Learn

Name: Lowell and Manchester Admin Community Group December 2nd Lunch and Learn
Start: 2024-12-02T12:30:00-05:00
End: 2024-12-02T14:00:00-05:00
Location: Nashua Country Club

Dec 2, 5:30 – 7:00 PM (UTC)

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.

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About this event

Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning.   
Dan Umbro will present: Mastering Basics: Account Engagement (fka Pardot) Guide for Salesforce Admins
Aaron Crear will present: Maximizing Collaboration: Managing Slack Channels with Salesforce Flow
We will be in the Fairway room. You can enter through the main entrance with the green awning. There is a business casual dress code, no ripped jeans, tee-shirts, hoodies or hats!

Speakers

Dan Umbro

Independent Consultant

Marketing Automation Solution Architect

Aaron Crear

Hat-Trick Consulting

Founder & Principal

When

Monday, December 2, 2024
5:30 PM – 7:00 PM (UTC)

Where

Nashua Country Club
25 Fairway Street
Nashua, 03060

Agenda

5:30 PM	Lunch and Networking	Grab some food and network
6:00 PM	Mastering Basics: Account Engagement (fka Pardot) Guide for Salesforce Admins	Dive into the essentials of Account Engagement with this informational session designed specifically for Salesforce Administrators. This session will demystify the Pardot Prospect object and its relationship with Leads and Contacts, as well as provide guidance on auditing data accuracy between systems. We'll explore how to make Account Engagement data visible in Salesforce, govern data sharing, and control user access. Additionally, we’ll cover critical account settings and walk through the process of attributing ROI to marketing activities via Salesforce campaigns. By the end, you'll gain practical insights to confidently manage Pardot within your Salesforce environment.
6:30 PM	Maximizing Collaboration: Streamlining Slack Channels with Flow	Unlock the full potential of Slack and Salesforce by seamlessly integrating them through Flow automation. In this interactive demonstration, discover how to leverage Flow to create, manage, and optimize Slack channels for enhanced project management efficiency. Learn step-by-step procedures to dynamically create channels, add members, distribute messages, archive channels and send Screen Flows—all triggered by Salesforce records. Gain practical insights and real-world examples to streamline communication and collaboration, empowering your teams to achieve greater productivity and success.

Group Leader

Aaron Crear

Hat-Trick Consulting

Founder & Principal

See bio

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Lowell and Manchester Admin Community Group December 2nd Lunch and Learn

About this event

Speakers

Dan Umbro

Aaron Crear

When

Where

Agenda

Group Leader

Aaron Crear

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Sponsors

Hat-Trick Consulting

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