Keep it narrow, and find a specific thing you'd like to learn to do, or work on.
Sample topics/questions that you could bring:
- I need help with a formula field.
- I need help with a workflow rule or process builder.
- I need help building a report.
- I’m working on … and I need help with it.
Or any other questions you've been stumped on!
Make sure to come prepared to get the most out of your time!
There are a few stipulations to keep things practical and workable:
- You must send us your questions in advance.
- You must bring your laptop.
I'm brand-new to Salesforce!
Ideas for questions you could come and ask
- Show me what it looks like to enter donations.
- Show me what it looks like to enter contacts, households, or organizations.