New group applications open through January 31st

May 2023 BNUG Meeting

May 12, 2023, 1:00 – 2:30 PM (UTC)

Salesforce Nonprofit User Group, Boston, United States

Join us on Friday, May 12 at 9am for our next virtual BNUG meeting! We will spend our time in topic-based breakouts, focusing on DLRS, the new free integration licenses, and migrating Workflow Rules and Process Builder to Flow. Our main content will be from 9-10am with the option to stay on until 10:30 to continue the conversation.

About this event

Join us on Friday, May 12 at 9am for our next virtual BNUG meeting! We will spend our time together in topic-based breakouts. Admins and users are both welcome!

Our main content will be from 9-10am with the option to stay on until 10:30 to continue the conversation.


Our breakout conversations this month will be devoted to the following topics:

* Declarative Lookup Rollup Summaries (DLRS): This group will do a deeper exploration into the new DLRS release earlier this year, the DLRS cookbook of rollup "recipes", and use cases from BNUG organizations

* The new free Salesforce Integration licenses: Salesforce is now offering free API licesnses for organizations to use for connecting third-party tools with Salesforce. This group will look at how to access, setup, and configure these licenses and considerations for doing so. 

* Converting Workflow Rules (WFR) and Process Builder (PB) to Flow: It is no longer possible to create new WFRs, and PBs will have this turned off in the upcoming Summer '23 release, as Salesforce gradually moves towards sunsetting these products. This group will talk about how to approach migrating WFR and PBs to flow: when to get started, using this as an opportunity to revisit processes in your org, and the technical how-to of migrating.

Interested in facilitating one of the breakouts? Let us know at boston-ma-nonprofit@trailblazercgl.com.


Our main content will be from 9-10am. Everyone is invited to stay on the call for an additional 30 minutes (10-10:30) for informal group conversation about our meeting topic.


In addition to your registration here, we ask that you also register directly through Zoom: https://us02web.zoom.us/meeting/register/tZEsceqgrDsiHdb2M0SM5pFhvkPbZF05G1oZ

When

When

Friday, May 12, 2023
1:00 PM – 2:30 PM (UTC)

Agenda

1:00 PMWelcome & Breakouts
1:30 PMAdmin-Therapy Breakouts
2:00 PMVirtual Networking
2:30 PMClosing

Group Leaders

  • Dave Dudek

    Northeastern University

    Systems Administrator, Salesforce

  • Jodi Nemser-Abrahams

    Independent

    Consultant

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