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April 2024 Ottawa Salesforce User Group meeting (Hybrid)

Apr 22, 4:00 – 4:12 PM

Salesforce User Group, Ottawa, Canada

Please join us for the Ottawa Salesforce Users Group Meeting on April 22nd from 12:00 to 2:00 PM. In this meeting we will be show casing Salesforce Tips & Tools.

Admin Enablement KitMarketing CloudSales Cloud

About this event

Join us on Monday April 22nd from 12pm - 2pm (EST) for our Ottawa Salesforce user group meeting. This will be a hybrid meeting.

The topics for this meeting are Salesforce Tips or Tools which will include the following:

1) Soham Banerjee will review Salesforce Inspector Reloaded Plugin Tool. This is a productivity tool for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI.

2) Stratis Kouvdis will provide tips from a solution he deployed to solve a common problem in an outbound selling environment where Sales Reps fight over leads and hoard leads for months. He will demo a simple process to manage account ownership transfer requests using only declarative tools.

3) Fred Tchang will review Cool Tools for Salesforce Admins including PermComparator, Change Set Helper, ORGanizer for Salesforce & SFMC Companion.

4) Kevin Caputo will provide tips on working around the limitation of the standard Event object by using screen flows & formula fields to display custom object records on the Calendar event page. He will also review the Ownbackup Seeding tool to quickly copy production data into a Sandbox

If Time Permits

5) Linda Gordine will provide tips how to Bypass Duplication Rules via Apex

For in-Person Attendees, a light lunch will be provided and there is a paid parking lot on the west side of CREA Office. There will be signs that will direct you to the meeting room which is on the lower level off the lobby.

To RSVP, please click on the RSVP button in the header. Login with either your Salesforce/Trailblazer Community username or your company salesforce username. 

Speakers

  • Soham Banerjee

    N-able

    Sr. Salesforce Solution Architect

  • Stratis Kouvdis

    CloudBeans

    Salesforce Advisory

  • Fred Tchang

    Systech Internatinal

    Business Analyst / System Administrator

  • Kevin Caputo

    Evolving Sales Solutions

    Founder & President & Salesforce Consultant

  • Linda Gordine

    Co-operators

    Sr. Agile Analyst/Salesforce Developer

When

When

Monday, April 22, 2024
4:00 PM – 4:12 PM UTC

Agenda

Round Table Introduction & Networking
Soham Banerjee - Salesforce Inspector Reloaded Plugin Tool
Stratis Kouvdis Lead Management Tips
Fred Tchang will review Cool Tools
Kevin Caputo Event Object tips & Ownbackup Seeding tool

Group Leaders

  • Nebojsa Zgonjanin

    Huron

    Community Group Leader

  • Kevin Caputo

    Evolving Sales Solutions

    Community Group Leader

  • Yu Wang

    Community Group Leader

  • Sandy Hunter

    Purple Otter

    Community Group Leader

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