Session 1: One of the best ways to improve productivity is by keeping your team members and customers informed of important changes on a project, opportunity or account. Automated notifications can prompt them to take timely actions that keep work flowing, eliminating process bottlenecks, accelerating the sales funnel, and maximizing customer satisfaction. Salesforce has a lot of channels to handle notifications, and implementing them can be a challenge.
Pat McClellan, Lightning Champion and Trailblazing Partner, will provide an overview of Salesforce notifications, sharing best practices and hands-on examples using Process Builder. We’ll also get a demo of Proton Toaster, his new app that provides a new channel for urgent, in-your-user’s-face, can’t-be-ignored notifications.
Pat will also share his Trailblazer journey from career-changer to AppExchange Partner.
Session 2 :
Navigating Data Privacy Regulations in Salesforce
Country (GDPR) and state (CCPA) specific policies make data privacy a moving target and challenging for admins. We'll share insights and best practices from Salesforce customers.
A Salesforce alumni leading marketing at his second ISV partner. Currently growing SF data privacy tomatoes (link below) at Cloud Compliance.
Join us every month to explore Salesforce. All levels of experience and usage welcome. Whether you are a user, admin or developer, you'll find useful content and great connections!
WOHOO : Swag and certification voucher will be awarded to winning participants.
DISCLAIMER : Event may be recorded and posted on YouTube.
Proton 7 Group
Chief Lightning Officer
Product Marketing Leader
Pat McClellan is a Lightning Engineer and creator of Proton Text, an SMS Lightning Component with integration to Salesforce objects.
Pat is an experienced writer, presenter, media producer, and marketing strategist, with a career doing creative and strategy for major technology events including Dreamforce, VMworld, Intel Developer Forum, and AWS re:Invent. In 2017, he left his career in events marketing and set out to become a Salesforce Developer, earning Double-Ranger status on Trailhead and achieving 3 certifications in five months. He focused this knowledge and his passion for learning on the challenge of building Proton Text — a truly-integrated SMS app that takes full advantage of the power and flexibility of the Lightning Experience.
A Salesforce alumni leading marketing at his third ISV partner. Best known for comparing tomatoes to marketing in the ecosystem (bit.ly/315AteV)