November 2022 Ottawa Salesforce User Group meeting

Salesforce User Group, Ottawa, Canada
Wed, Nov 16, 2022, 12:00 PM (EST)

Please join us for the Ottawa Salesforce Users Group Meeting on November 16th from 12:00 to 2:00 PM. The topics for this meeting are: 1) Salesforce CRM Analytics - The value of tracking outcomes and making predictions in Higher Ed Admissions 2) RPA (Robotic Process Automation) Integrate with Microsoft Apps and salesforce using MS Power Automate Flows.

About this event

The topics for the meeting are as follows:

1) Salesforce CRM Analytics 

Mikhail Nitko from Huron Digital will present and demonstrate how CRM Analytics (formerly Tableau CRM) is being used to track outcomes and make predictions in Higher Ed Admissions. 

We will be going over the approach, methods, and the value of using CRM Analytics in the admissions process. A path to integrate consultants' operational know-how into your Salesforce Org without disruption, code, or hourly consulting fees.


2) RPA (Robotic Process Automation) Integrate with Microsoft Apps and Salesforce using MS Power Automate Flows

Nash Zgonjanin will present use of  Robotic Process Automation - RPA low code approach to integrate Microsoft apps with Salesforce (or other platforms) .

Use Case: Email to Case replacement for Salesforce out of box option.

  • Storing attachments to corporate SharePoint instead in salesforce cloud
  • Email Chain with open case
  • Parent (chain) with closed cases
  • Enhance case record details





Speakers

When

Wednesday, Nov 16
12:00 PM - 2:00 PM (EST)

Group Leaders

  • Nebojsa Zgonjanin

    Nebojsa Zgonjanin

    Huron

    Community Group Leader

  • Kevin Caputo

    Kevin Caputo

    Evolving Sales Solutions

    Community Group Leader

  • Yu Wang

    Yu Wang

    Community Group Leader

  • Patrick Charlton

    Patrick Charlton

    Student Ambassador

  • Sandy Hunter

    Sandy Hunter

    Mustard Seed Nonprofit

    Community Group Leader

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