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November 2022 Ottawa Salesforce User Group meeting

Nov 16, 2022, 5:00 – 7:00 PM

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

  • Mikhail Nitko

    Huron Digital

    Senior Associate

  • Nash Zgonjanin

    Huron Digital

    Technical Architect

When

When

Wednesday, November 16, 2022
5:00 PM – 7:00 PM UTC

Agenda

Round Table Introductions & Networking
Salesforce CRM Analytics
RPA (Robotic Process Automation) Integrate with Microsoft Apps and Salesforce using MS Power Automate Flows
Next Meeting & Misc Details

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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