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March 2021 Ottawa Salesforce User Group meeting

Mar 26, 2021, 4:00 – 6:00 PM

Please join us for the Ottawa Salesforce Users Virtual Group Meeting on Friday, March 26th from 12 to 2 PM. In this meeting, the first presentation is on Top 7 Things To Advance Your SF Brand and Career. The second presentation is on Sales Cloud best practices for sales team's productivity.

About this event

The topics for the March 26th meeting are as follows:

1) Top 7 Things To Advance Your SF Brand and Career. Chris Robertson is a Senior Manager, Solution Engineering at Salesforce here in Ottawa.

Chris will share with us a mix of key technologies to really focus on; based on what Salesforce sees their prospects and clients are asking about. He will be touching on some new technologies not yet released but that are going to be important to your success, and how to brand yourself internally/externally to make sure your career is progressing in the right direction.

2) Sales Cloud best practices for sales team's productivity. Brandon Wang is a Senior Salesforce Administrator at GEOTAB in Toronto.

Brandon's presentation will introduce you to some features and their best practices that come out of the box in Sales Cloud to implement to boost the sales team's daily productivity. The presentation is lightning-focused and will cover the best practice of using path and success guidance, price book and product utilization, Account team collaboration, Einstein Opportunity Score use cases, and embed charts in Lightning record pages.

Speakers

  • Chris Robertson

    Salesforce

    Principal Solution Engineer

  • Brandon Wang

    Geotab

    Senior Salesforce Administrator

When

When

Friday, March 26, 2021
4:00 PM – 6:00 PM UTC

Agenda

Round Table Introductions
Top 7 Things To Advance Your SF Brand and Career - By Chris Robertson
Sales Cloud Best Practices for Sales Team's Productivity by Brandon Wang
Future Meetings & Announcements

Group Leaders

  • Nebojsa Zgonjanin

    Huron

    Community Group Leader

  • Kevin Caputo

    Evolving Sales Solutions

    Community Group Leader

  • Yu Wang

    Community Group Leader

  • Patrick Charlton

    Student Ambassador

  • Sandy Hunter

    Purple Otter

    Community Group Leader

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