Nana Gregg, Marshall King and Barb Dietz will present / discuss a new feature of Flow that is available with Spring 23 - Migrating Process Builder to Flow. Now both Workflow Rules and Process Builder can be migrated using the Flow Migration Tool. We'll share best practices and suggestions and would love for you to bring along your favorite tidbits regarding FLOW. Let's all go with the Flow! You won't want to miss this one.
Salesforce MVP / Solutions Architect
Business Enablement Lead
Commonteri Services, Inc.
Administering Salesforce for over 11 years. Proud Admin-eloper, 3x MVP. Lightning Champion. Light development, heavy on reporting and automation. Experience with FinancialForce PSA & Accounting Apps as well as numerous other AppExchange solutions. Mid-size, multi-company, multi-currency Org that was struck by Salesforce Lightning in Oct 2017. Love speaking at events, collaborating with my Ohana, Yoga, Meditation, & Karaoke! “You Got This!”
Implemented FinancialForce PSA and FFA for 220 employees, including migration of data for 540 projects. Assumed responsibility for implementation during testing phase and successfully achieved go-live date.
Implemented Work.com for Thanks, Feedback, Coaching and Performance Summaries.
Identified and implemented JIRA and JIRA Capture for defect tracking and test case management.
Identified and implemented SAVO Sales Enablement for RFP management, Statement of Work creation, PowerPoint creation, and a standard library of all sales-related assets.
Identified and implemented Jama for requirements gathering and approvals, test case and test management and product development management.
Implemented Pardot for marketing automation, including website integration and tracking, social media integrations, email marketing, etc.
Identified and deployed Zoom, reducing conference call costs by 90%.
Identified and deployed Smartsheet, avoiding a Microsoft Project upgrade and reducing costs by 80% while improving the quality of the project management process and increasing customer engagement.
Lead the deployment and/or support of Google Apps for Business, Basecamp, Zendesk and Beanstalk.
Implemented project audit and escalation process using Earned Value metrics to identify projects at risk or in distress that required executive involvement and intervention.
Barb joined the Salesforce ecosystem back in 2013 and have been a Community Group leader for the Dallas Nonprofit Trailblazer group since 2015. Barb is a proud Golden Hoodie Recipient (2017) and a Salesforce MVP. She is also a founding committee member and the current Chairperson for Texas Dreamin’ community conference, held in Austin, Texas. Barb is a Salesforce Certified Application Architect and loves all things community and the Salesforce Ohana.