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February 2023: Dynamic Page Layouts....come geek out!

Feb 15, 2023, 5:00 – 6:30 AM

So Wyan has been chomping at the bit to do a real geeky session on Dynamic Page Layouts and his time has come! Wyan reckons these are going to be game changers in the NFP sector so come along and find out why. This session is for anyone who struggles with giant sprawling page layouts, supporter segmentation, profiles and permissions, or user adoption in general. So everyone really!

About this event

Wyan has been talking about Dynamic Forms for a long time, and the last release finally brought Dynamic Forms to Accounts, Contacts and Opportunities. So why should you care? Dynamic Forms is a game changer for use experience, especially for Nonprofits!

This is because Nonprofits have supporters that could be donors, volunteers, service recipients, community fundraisers and board members, all at the same time. The old way of doing page layouts meant you needed to sort records into buckets, and a record couldn't be in more than one bucket at a time. So you could have a different page layout for donors vs volunteers, but this didn't work when someone was both a donor and a volunteer.

This meant that Nonprofits had to create massive sprawling page layouts full of fields that are important for some records but usually blank for the majority (think of giving history fields for a supporter that isn't a donor. It's hard to find the right information on the page, and it's difficult to know what needs to happen next.

Enter Dynamic Forms! This will revolutionise user experience, data collection processes, user adoption as well as profiles and permissions. And the best news is that you can implement it yourself! Come along and learn how.

Speaker

  • Wyan Carter

    Salesforce Mentor

    Founder and Lead Mentor

When

When

Wednesday, February 15, 2023
5:00 AM – 6:30 AM UTC

Agenda

Register for in person attendance
Meeting starts
Wyan

Group Leaders

  • Melinda Denham

    Olga Tennison Autism Research Centre at La Trobe University

    Communications Coordinator

  • Wyan Carter

    Salesforce Mentor

    Leader

  • Nicole Aebi-Moyo

    SalesFix

    Leader

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