You’re invited to join us for the October 15, 2021 meeting of the Upper Midwest Higher Education Salesforce User Group! We've got some great speakers and topics, and the meeting will be in a virtual format to make it easy and safe for you to participate.
There is no cost for this event, and it provides great opportunities to learn from and network with other Salesforce Higher Ed users
About this event
You’re invited to join us for the October 15, 2021 meeting of the Upper Midwest Higher Education Salesforce User Group! We've got some great speakers and topics, and the meeting will be in a virtual format to make it easy and safe for you to participate.
There is no cost for this event, and it provides great opportunities to learn from and network with other Salesforce Higher Ed users
Speakers
Haley Gould
Smith College
Director, CRM and Engagement Services
Nick Lindberg
University of Minnesota
System Admin
When
Friday, October 15, 2021 2:00 PM – 5:00 PM (UTC)
Agenda
2:00 PM
Introductions and Welcome
2:10 PM
Just call me Gouldilocks - finding the right fit organization (Haley Gould - Smith College)
With experience at 3 very different schools, Haley has found the way to enterprise CRM to be a bit like trying porridge.. sometimes its hot, sometimes its cold, sometimes you don’t even know exactly what it is until you just dive in. About 18 months ago, she left her comfort zone to find the “just right” fit at Smith College after having worked at both Michigan State and University of Michigan previously. In this presentation, she will discuss factors at play for enterprise CRM, how to lead change (and how not to), approaches to CRM, as well as what they are working on at Smith College.
2:55 PM
Break
3:00 PM
'Go With the Flow' for your Automation (Nick Lindberg, Univ of Minnesota)
If we learned one thing in 2020, it's how to "Go with the Flow". This theme also applies
to building the best automation using the improved & simplified tools of Salesforce Flows!
This session is an all-levels introduction to Flows with examples of how we use this tool as well as the latest release updates you won't want to miss.
3:40 PM
Break
3:45 PM
Our Favorite Appexchange Apps and Tech Tools At Three Different Schools
One of the great things about Salesforce is having the ability to easily add new functionality with apps - but which apps are other schools using successfully? Hear from three different schools about their favorite apps, extensions, and why and see demos of how they use these products.
* Elisa Landgraf (Mid-State Technical College) - Apsona
* Lydia Fine (University of Iowa) - Zapier
* John Eastvold (The College of St. Scholastica) - Chrome extensions
