Hybrid (In Person & Virtual) meeting at  

Location: Downtown Ottawa;

CREA The Canadian Real Estate Association,

200 Catherine Street, Ottawa, K2P 2K9

The topics for the meeting are as follows:

1. Managing Salesforce User Access at Scale: Common Pitfalls & Smarter Solutions

James Burgess will give a talk on the importance of managing user access—something admins often struggle with as orgs grow.

As Salesforce orgs grow, so does the complexity of managing user access. In this session, James Burgess will explore why scaling access management is such a challenge for Admins—and how to overcome it. He’ll walk through real-world examples and demonstrate how Security & Access Manager, a native Salesforce app, can help streamline permissions management, improve security visibility, and reduce manual effort. This session is especially valuable for Admins managing larger orgs or those with sensitive data and compliance needs.

2. Implementing & Using the New Salesforce Approval Process Flow 

Harry Silverstone, (Ottawa user group member) will present about success and challenges to implement new way of setting up Approval Process using flows.

• Business Approval Process Requirements

• Detail the Approval Process Flow Components

• Provide a Sample Implementation

• Discuss experiences learned
  

Light refreshments (lunch) will be supplied for IN person attendees.