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January 2023 Ottawa Salesforce User Group Meeting

Jan 16, 2023, 5:00 – 7:00 PM

Please join us for the Ottawa Salesforce Users Group Meeting on January 16th from 12:00 to 2:00 PM. The topics for this meeting include: 1) Process Builder Migration and Flow Best Practices 2) Salesforce Marketing Cloud Intelligence (formally Datorama) Implementation Overview

About this event

Join us on Monday January 16th from 12pm - 2pm (EST) for our Ottawa Salesforce user group meeting. This will be a hybrid meeting with a cap of 30 in-person attendees with the remaining joining online.  If you would like to attend in-person, please email Kevin @ kevin.caputo@evolvingsales.com before Jan 12th so he is able to contact you to confirm your attendance and to arrange your lunch preferences. 

The topics for this meeting include:

1) Process Builder Migration and Flow Best Practices by Marouane Benchikh. 

Flows are not the future but the present, with Process builder being depreciated in 2023, mastering flows is a must. Marouane's Presentation will cover the process of migrating existing process builders/WFR to flows, and will also cover some Flow best practices.

2) Salesforce Marketing Cloud Intelligence (formally Datorama) Implementation Overview

Join Vigorate to understand how they work with CREA to implement a secure version of Salesforce MC Intelligence (previously known as Datorama) into CREA’s digital marketing ecosystem. This will create a media performance optimization environment for CREA’s data where the data will be ingested into a single cohesive data model using harmonization criteria to be determined during the engagement. The harmonization criteria will create a framework to modify, combine, and filter the data from source systems to meet the analysis needs of the solution. In addition, this project will lay the foundation to enable ingestion and analytics on additional data sources to drive media performance.

For in-Person Attendees, a light lunch will be provided and there is a paid parking lot on the east 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

  • Marouane Benchikh

    Geotab

    Senior Salesforce Developer

  • Kenneth Chan

    Vigorate Digital Solutions

    Director of Solutions Management

When

When

Monday, January 16, 2023
5:00 PM – 7:00 PM UTC

Agenda

Round Table Introduction & Networking
CREA Welcome & Introduction by Kriteen Lahiry
Process Builder Migration and Flow Best Practices by Marouane Benchikh
Salesforce Marketing Cloud Intelligence (formally Datorama) Implementation Overview
Next Meeting

Group Leaders

  • Nebojsa Zgonjanin

    Huron

    Community Group Leader

  • Kevin Caputo

    Evolving Sales Solutions

    Community Group Leader

  • Yu Wang

    Community Group Leader

  • Patrick Charlton

    Algonquin College, Community Group Leader

  • Sandy Hunter

    Purple Otter

    Community Group Leader

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