Jan 21, 11:30 PM – Jan 22, 1:00 AM (UTC)
Salesforce Nonprofit User Group, San Antonio, United States
Good data in, good data out as they say, but it also means good AI predictions and generative insights, too. Bring your laptops and join us for this in-person session full of tools you can use today to improve your data entry and give your AI the right foundation to build from.
As we kick off our year of AI Readiness sessions, we are digging into how data gets into your Salesforce environment and what you can do to make sure that data is captured properly and consistently while making it more streamlined for your staff to enter it in the first place.
We'll discuss:
* Upgrading to Lightning Pages
* Creating Dynamic Forms
* Tips on using Validation Rules (hint they can be used to prevent specific people from editing records or fields)
* Using Actions to streamline record creation and updates
Bring your laptops and join us for this in-person session full of tools you can use today to improve your data entry and give your AI the right foundation to build from.
Provisio Partners
Solutions Architect
Impactology Consulting
Chief Impact Officer + Founder
January 21 – 22, 2025
11:30 PM – 1:00 AM (UTC)
11:30 PM | Welcome |
11:45 PM | Data Entry Resources |
12:30 AM | Ask SNUG |
CONTACT US