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!
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.
