Thursday, July 11, 2019
1:00 PM
1:50 PM

Keynote with Leah McGowen-Hare

Salon des Nations
  • Leah McGowen-Hare (Salesforce)
2:00 PM
2:50 PM

Lightning Hands-On Workshop - Automate a Business Process with Point and Click Tools

Join Lightning Champions Scott Thornton and Aleksandra Radovanovic in this hands-on workshop where we'll teach you to use Process Builder to automate many routine tasks, enhancing the productivity of your organization. ** bring your own device to participate in this session and build a solution with us for the scenario described below **   Today, we just learned that one of our customers is going out of business.  We’ve obviously got a lot of work to do. Think about all the work we need to do... • Notify the Account Rep that they’re closing, and have their manager redo the sales forecast • Close all the open opportunities (since they’re not going to buy anything!) and capture why • Email legal department (they don’t use Salesforce) • Create referrals to recruit some of their people, since they already know us and our products How do all of our employees know what to do?  How do we know that they’ll do it all correctly?  Wouldn’t it be nice if that happened automatically?  That’s why we have Process Builder.
DeveloperLightningAdministratorBusiness User
Outaouais
  • Aleksandra Radovanovic (Aria Solutions)
  • Scott` Thornton (Payments Canada)
This session has a limited number of seats
No more seats available
2:00 PM
2:50 PM

GET your Admins on GIT

Developer teams are moving to Continuous Integration/Continuous Delivery. Using CI/CD helps improve delivery time and reduce errors. Traditionally the domain of programmers, it's time to expand everyone's knowledge of source control systems. Salesforce admins make code changes to the system, too. Every new field, every validation rule, every process builder; that's essentially code that needs to be integrated! Admins are now fundamentally a part of the software development organization, and should not be dependent on developers to make their system changes. Designed for admins and new programmers, this session will cover why we use source control, how it conceptually works, and the basics of git. Thinking of transitioning to an adminveloper? You'll need to know this.
DeveloperPlatformAdministrator
Montcalm
  • Mike DeMaria (AXA Equitable Life)
This session has a limited number of seats
Only 20 seats left
2:00 PM
2:20 PM

Discover Test Automation with Provar

Successful Salesforce implementations don’t exist without robust and regular testing. But when manual testing becomes a blocker to delivery and coded test automation isn’t scalable, what’s the solution? In this session we’ll demonstrate a point-and-click test automation tool that’s easy to set up and simple to maintain.
DeveloperAdministratorThird Party Apps
Salon des Nations
  • Alexa Cash (Provar Testing)
2:00 PM
2:50 PM

How we managed international applications using the Community Cloud

A co-presentation with one of our Higher Ed clients, Western University: English Language Centre (WELC). Challenge: Managing applications from prospective students from China Solution: Implementing Salesforce Communities and Sales Cloud Presenters: Bob Shields, Admissions and Recruitment Manager and Alastair Dinning, our Director of Professional Services
AdministratorBusiness UserPublic SectorNon-ProfitCommunity CloudSales Cloud
Gatineau
  • Bob Shields (Western University – Faculty of Education)
  • Alastair Dinning (Diabsolut Cloud Solutions)
This session has a limited number of seats
Only 18 seats left
2:00 PM
2:50 PM

Heir to the Org: Tips, Tricks, and Tools to Take on an Existing Org

You've got the job! Now what? Inheriting a position as the new Salesforce expert can be exhilarating and a little daunting at the same time. In this session we?ll look at some great techniques to making those first few months work for you. We'll talk about human interactions and discovery techniques, how to gauge Salesforce adoption, and using Elements.Cloud and PermComparator tool sets to simultaneously gain deep insights into the functions of the org, document workflows, and embed training material directly into Salesforce. End of Abstract -
PlatformAdministratorSoft SkillsThird Party Apps
Wellington
  • Sandy Hunter (Mental Health Commission of Canada)
This session has a limited number of seats
Only 2 seats left
3:00 PM
3:50 PM

IdeaExchange Reimagined - Shaping Salesforce Products - Session 1

Join members of the Salesforce Customer & Market Insights team, who want your help in reimagining how customers can better influence the Salesforce product roadmap. They'll get you up to speed on what's happening with the IdeaExchange, take you through the journey of an idea as it makes it way from conception to production, while soliciting your feedback on how to improve the experience. Come ready to leave your mark on how products get planned.
DeveloperPlatformTrailblazer CommunityAdministratorBusiness UserPublic SectorNon-Profit
Outaouais
  • Jennifer Sacks (Salesforce)
  • Scott Allan (Salesforce)
This session has a limited number of seats
Only 5 seats left
3:00 PM
3:50 PM

The secret sauce of Connected Campaigns & Analytics

With the adoption of Einstein Analytics growing, particularly in the Salesforce Pardot space specific to B2BMA, many companies are frustrated that although beautiful, these reports are not giving them the out of the box functionality they are expecting. This session outlines a successful approach using the Connected Campaigns Pardot feature and key strategic decisions on how you could structure campaign hierarchy in your Salesforce. We uncover the secret sauce that ties the bridge of asset engagement, prospect journey to opportunity won, all powered by the campaign. Learn how becoming obsessed about campaigns can align all your reporting and give you a new view in regard to lead source reporting, content reporting, prospect journey visibility and attribution of the marketing team. By using this well-proven methodology of asset allocation, streamlined campaign structure, we will share insights, success stories and the true functionality of the out of the box B2BM Analytics Dashboards like Engagement and Marketing Manager. While a technical session, it also holds an overarching strategy and roadmap that can be taken back to any team. This session will appeal to admins, marketers, and executives looking for a holistic view of their organization and how all pieces contribute to a return on investment.
AdministratorAnalyticsSales Cloud
Gatineau
  • Jennifer Schneider (Cheshire Impact)
This session has a limited number of seats
Only 14 seats left
3:00 PM
3:50 PM

Onboarding 101: How to get your team on board and using Salesforce

User adoption is the key to success of any CRM or technology implementation. Balancing the teams and presenting it in a way that works for different people is extremely important. This presentation will review common reasons for low user adoption and what you can do increase your organization?s Salesforce usage.
AdministratorSales Cloud
Montcalm
  • Jennifer McClure (Invest in Canada)
  • Tracy Reid (Invest in Canada)
This session has a limited number of seats
Only 8 seats left
3:00 PM
3:50 PM

Persona Led Discovery in Salesforce Implementation

In this session, I would like to discuss the Persona Led Design Thinking we employed in the Sales Cloud implementation for a large US based Tire manufacturer. The challenge lay in aligning to complex customer divisions, hierarchy as well as spread of accounts at national and local levels. The customer had already experienced two failed implementations due to poor adoption. Therefore our only focus right from kick off was how to entice sales reps to use Salesforce comfortably and not consider it as an over head. This required detailed discovery sessions with the unique personas from all the sales divisions. My session will add value to the questions raised above in the following ways: What do you expect the audience to gain from your presentation? The importance of persona led, user journey based approach in Salesforce implementation rather than going in for a feature based or use case based approach. What are you hoping to get from your presentation? The view of the audience, their experience in handling an implementation. Has anyone tried user journeys in their discovery sessions. How important has user input been and how has it affected the project development? How will your presentation help with making Salesforce community even more awesome 1. The Salesforce community will appreciate how important it is to think and act like the end user 2. Importance of going fully prepared (with mini POCs) for the discovery and design phase 3. Getting user input from the beginning of the journey, incorporating it in wireframes, getting feedback etc In a nutshell, I would like to emphasize that as we begin a new implementation: 1. How important it is to focus on objectives and meet broader CRM goals rather than come up with specifications 2. Spend time with users and identify their needs
DeveloperLightningAdministratorBusiness UserSales Cloud
Wellington
  • Shilpa S (Brillio )
This session has a limited number of seats
Only 19 seats left
3:00 PM
3:50 PM

Everything you wanted to know about Salesforce (but were afraid to ask)

"Salesforce is big. Really big. You just won’t believe how vastly, hugely, mindbogglingly big it is. I mean, you may think it’s a long way down the road to the chemist’s, but that’s just peanuts to space." With all apologies to Douglas Adams, Salesforce is really big. But in this 101-level presentation, I'll attempt to answer all your questions - what is Salesforce, what are all the clouds about, what is the community or ohana, and did you really wear a cloud suit in public? Mascots may be involved, and trails will be set for your future. 
DeveloperAdministratorBusiness UserPublic SectorNon-Profit
Salon des Nations
  • Nik Panter (Nik Panter)
4:00 PM
4:50 PM

How To Establish a Digital Workplace Culture That Improves Communication, Reduces Staff Workload and Raises More Money

Today, the majority of work we do is conducted in a digital workspace, yet we don't spend much time on developing digital communication processes, or documenting collaboration standards and information workflows. This lack of digital workplace culture can result in digital chaos; a workplace where we receive too many emails with unclear communication objectives, critical information lost in documents with multiple versions, and a variety of apps/platforms that don?t communicate with each other. As more of our work moves into a digital workspace we need to place greater emphasis on how we communicate, collaborate and interact in this digital space. This presentation will help you establish a digital workplace culture that improves communication, reduces staff workload, and helps your non-profit raise more money. The presentation will provide the fundamental principles for creating a digital culture, along with specific real-world examples, all geared to help you implement them at your organization. Daniel Hussey is the Managing Partner of Wayne Hussey Consulting Inc. Wayne Hussey Consulting Inc. is a 2nd generation family owned and operated firm with over 20 years of Fundraising Consulting experience. In those 20 years, Wayne Hussey Consulting Inc. has focused on uncovering the key principles that lead to successful fundraising. The discovery and utilization of these key fundraising principles have helped our clients raise over $3B. Ewa Celinski is the CRM Administrator and Box Office Manager for Ottawa Chamberfest. Ewa has developed and manages critical digital infrastructure necessary for supporting a year-round arts organization that presents a world-class summer Festival that welcomes over 90,000 patrons. Through her work, Ewa supports the Finance, Box Office, Administration, Production, Marketing, Communications, and Philanthropy departments. Over the past two years, Ewa, in partnership with WHCI, has developed a digital workplace culture that has significantly reduced the number of internal emails, developed custom automated workflows, increased data accuracy, improved patron service standards, and helped support increased fundraising efforts, resulting in higher fundraising revenue.
PlatformBusiness UserAnalyticsSoft SkillsInclusionPublic SectorNon-ProfitCommunity Cloud
Montcalm
  • Ewa Celinski (Ottawa Chamberfest)
  • Dan Hussey (Wayne Hussey Consulting Inc.)
This session has a limited number of seats
Only 14 seats left
4:00 PM
4:50 PM

Don't Stop Me Now: A WIT Panel for Us All

Let's have a session wherein some key Women in Technology as well as key Allies discuss the priorities of Women in Technology, navigating the Tech industry, becoming Killer Queens, and creating more Champions in our wake.
DeveloperTrailblazer CommunityAdministratorBusiness UserSoft SkillsInclusionPublic SectorNon-Profit
Salon des Nations
  • Peter Coffee (Salesforce)
  • Leah McGowen-Hare (Salesforce)
  • Elizabeth Hellinga (Silverline)
  • Haidee Thanda (Founder, Hacking Health)
  • Jamie Petten (Kanata North Business Association)
  • Julie Hansen (Salesforce)
4:00 PM
4:50 PM

Circles of Success - Lightning Transition - Session 1

Circles of Success are group clinics with Salesforce customers focused on key adoption-related topics and challenges. These sessions are live, interactive, unscripted, and consultative in nature. They are facilitated and moderated by Salesforce experts. Join us for an interactive discussion with your peers on how to successfully adopt and leverage Lightning for your organization. Whether you are just beginning your journey, or have already started down the path, this is a great opportunity to hear and share best practices, tips for a successful launch and getting the most out of the Lightning experience. This session will be focused on: Why Lightning Demonstration of the Lightning Experience Lightning Best Practices 
DeveloperLightningPlatformAdministratorBusiness UserPublic SectorNon-ProfitSales CloudService Cloud
Outaouais
  • Sarah Andrews (Salesforce)
  • Andy Ward (Salesforce)
This session has a limited number of seats
No more seats available
4:00 PM
4:50 PM

DevOps in Salesforce

Salesforce with its enormous features and functionalities has become the No.1 CRM tool of the date. Deployment of salesforce in different domains like sales, marketing and finance of a company has reduced efforts in many companies and made operations smoother. Salesforce development involves managing and changing metadata configurations and releasing them. It differs from a typical software development as it involves relatively less code writing. Because of its diversity, Salesforce development benefits immensely from rapid feedback cycles and quick resolution of issues. Lean and Agile development methodologies together form the nucleus of the DevOps paradigm. DevOps for Salesforce development leverages Agile?s best practice of instigating a continuous feedback loop from the customer, improving the quality of the application, business agility and IT responsiveness. It covers various types of sandboxing and helps in deciding on when to choose which type. Businesses can quickly deliver applications using practices like Continuous Integration, Continuous Delivery, and Continuous Deployment. DevOps for salesforce changes the functioning of organizational teams by triggering a cultural shift, breaking down the silos among different teams, users and business stakeholders, enhancing rapid business operations and enabling the company to draw a competitive edge. It allows the development teams to release a limited set of features and enhancements to the end-user frequently to enable collecting and using customer feedback to enhance the application further. The comprehensive release management tools also offer technological support for enterprises to improve the release frequency.? Automating Salesforce deployments helps in promoting the metadata code and configuration changes seamlessly to multiple Salesforce environments within a few clicks. This also improves the productivity of development and operation teams and helps them improve application quality and stability.
DeveloperPlatformAdministratorBusiness UserPublic SectorNon-ProfitCommunity CloudSales CloudService Cloud
Gatineau
  • Jas Kaur (Teqfocus Solutions INC)
  • Andy Singh (Teqfocus Solutions Inc. )
This session has a limited number of seats
Only 20 seats left
4:00 PM
4:50 PM

Use Process Builder and Flow Builder Together to Better Manage your Opportunity Relationships

This presentation will help you harness the power of combining both Process Builder workflow and the Flow Builder to handle common business problems. If you've ever pulled your hair out trying to maintain consistent data in either Contact Roles or Opportunity Partners then this presentation is for you! No code, just declarative clicking...
PlatformAdministratorSales Cloud
Wellington
  • Bruno Rosati (Livi Solutions Inc.)
This session has a limited number of seats
Only 7 seats left
5:00 PM
5:50 PM

5 Rules to K.I.S.S. a Demo

Have you ever shown fire to someone for the first time? Maybe a child, a pet, or even a customer? The emotional thrill of demoing working software for the first time is irreplaceable. After watching thousands of Salesforce demos over the last 10+ years, I have learned, in the eyes of the customer, the demo is what makes great software, not the software itself. As a developer, app builder, or admin, demo skills are what separate the good from the great. There are five ways to communicate aka transfer information between humans: verbal, non-verbal, written, formal/informal, and visual. A great demo uses all 5 forms of communication, so we need to prepare for all 5. You may only have one chance to introduce fire to an end-user. Keep it simple and make sure you light that Salesforce fire inside of them. This talk will provide 5 rules to keep your demo simple, valuable, and ignite excitement in your end-user.  
DeveloperAdministratorSoft Skills
Montcalm
  • John Harlow (Onis Solutions)
This session has a limited number of seats
Only 9 seats left
5:00 PM
5:50 PM

Declutter your Org: 3 steps to get a cleaner Org

Struggling to clean-up and document your Org? Need to optimize before you migrate to Lightning? Don't know where to get started or how to make it sustainable? This valuable and entertaining session will show you how to supercharge adoption and clean up your Org - in under an hour!! The session is based on the free ebook - Rapid Results  elements.cloud/rr 
LightningAdministratorBusiness User
Gatineau
  • Ian Gotts (Elements.cloud)
This session has a limited number of seats
Only 10 seats left
5:00 PM
5:50 PM

Using Salesforce to Manage Volunteers

Non-profits could exist without volunteers. But like all of our other stakeholders the expeditions of our volunteers are changing. They don't want to calls or email us to schedule volunteer jobs or update their information. Using the volunteer package of salesforce along with NPSP has allowed our organization to streamline the volunteer experience and improve our outcomes.
LightningNon-Profit
Salon des Nations
  • Jennifer Morawetz (Ve’ahavta)
5:00 PM
5:50 PM

Salesforce Migration Pitfalls

The Boss just called to inform you that the company's Widget division has been sold and this division's Salesforce data must be extracted from your primary Salesforce and migrated to a new instance. The Widget division starts operating under their new owners in two weeks so you have plenty of time (right?). Don't PANIC. Grab your towel, guide, and explore the pitfalls from a true story.
DeveloperPlatform
Wellington
  • Gregory Smith (Capstorm, LLC)
  • Capstorm
    Capstorm
This session has a limited number of seats
Only 33 seats left
5:00 PM
5:50 PM

Trail Guide for your #JourneytoCTA

Are you an Admin or Developer and curious about how to get started down the Architect path? This session will go over the Architect Journey and help you work to attain your goals and increase your skills through the Architect credentials and Trailmixes.  Find out what resources are available to you and how you can connect with a growing Architect community! 
DeveloperTrailblazer CommunityAdministrator
Outaouais
  • Suzanne Ferguson (Salesforce)
This session has a limited number of seats
Only 6 seats left
Friday, July 12, 2019
9:00 AM
9:50 AM

Movin' On Up: Transitioning Your Fundraising Strategy To One Of Building Constituent Engagement

When a nonprofit is small, it's quite easy to engage donors and volunteers. Those individuals are very close to the organization and motivated by their own passions which match those of the nonprofit. However, as nonprofits grow and diversify their program offerings, they often face challenges with growing and diversifying their fundraising efforts. Building donor relationships is critical to good fundraising, but it's not enough to only maintain your existing relationships. In order for nonprofits to thrive and scale out to support their missions, they need to engage their constituents - the volunteers, donors, members, and others - in greater ways. For many nonprofits though, this is a huge challenge in getting started and there's no single recipe for success. This session focuses on helping explain some of the tools - both technical and process based - that a nonprofit can use to build a full picture of their constituency and start to leverage the energy, creativity, and also the funds of their donors and volunteers to empower a nonprofit's mission. Sharing some recipes for success, and some lessons learned along the way as one nonprofit crafted a moves management and major giving strategy that would bring together 13 regions across their territory onto a collaborative platform with Salesforce and share the tips, tricks and insights that can help every nonprofit build the right playbook for engaging their own donors at greater levels.
AdministratorBusiness UserSoft SkillsNon-ProfitSales Cloud
Gatineau
  • Mark Adcock (Appirio)
This session has a limited number of seats
Only 29 seats left
9:00 AM
9:50 AM

Advanced Reporting Tips And Tricks For New Admins

Are you a new Admin struggling to create reports for your team? Do you spend way too much time racking your brain trying to get data to present properly? You're not alone. Many beginner Admins spend hours trying to develop reports that should only take minutes to finish. This session will show you real examples of advanced reporting features that will make your job easier and provide greater value to your users. During this live demo you will learn how to use: Custom Summary Formulas, Cross Filters, Power of 1, Joined Reports, Buckets, and Custom Report Types. These tips will help you easily identify and present data, enable your marketing team to see Lead conversion rates and show sales reps revenue toward goal. The presentation will help you take your reporting game to the next level.
LightningAdministratorBusiness UserNon-ProfitSales Cloud
Salon des Nations
  • Aaron Crear (Hat-Trick Consulting)
This session has a limited number of seats
Only 1 seats left
9:00 AM
9:50 AM

A Criss Cross Crash Course in Cross Filters

Like the popular 90's Hot Wheels track set this session borrows its name from, cross filters allow you to loop in report filter criteria from a nearby object for some spectacular intersections of data analysis. We'll start with some basic scenarios to get our feet wet and quickly work our way into more complex use-cases that are shockingly simple to solve with cross filters. No longer will you have to export two separate reports and filter the results of one of them using data from the other - it can all be done directly in Salesforce with just a few clicks! Strap on your helmets and get ready to shift your reporting skills into the next gear.
AdministratorAnalytics
Wellington
  • Evan Ponter (Hostelling International USA)
This session has a limited number of seats
Only 22 seats left
9:00 AM
9:50 AM

A Deep Dive into Native Salesforce Duplicate Management

Join Lane Four founder Andrew Sinclair for a deep dive into Salesforce duplicate management and matching rules. Andrew will tell the story of how native duplicate management and matching rules provided opportunities and challenges for Lane Four’s AppExchange package. The session will explore advanced concepts of duplicate management and discuss how matching rules can be extended using custom Apex, flows, and clicks. After the session, attendees will have a good understanding of the following topics: • How to configure custom duplicate management • What types of things can be matched • The difference between alerting, reporting, and more • How to use matching rules in code with Match Methods • How to use the reporting data to run merges both manually and in code • How this native functionality can replace third party tools
PlatformAdministratorSales Cloud
Montcalm
  • Andrew Sinclair (Lane Four)
This session has a limited number of seats
Only 25 seats left
9:00 AM
9:50 AM

IdeaExchange Reimagined - Shaping Salesforce Products - Session 2

Join members of the Salesforce Customer & Market Insights team, who want your help in reimagining how customers can better influence the Salesforce product roadmap. They'll get you up to speed on what's happening with the IdeaExchange, take you through the journey of an idea as it makes it way from conception to production, while soliciting your feedback on how to improve the experience. Come ready to leave your mark on how products get planned.
DeveloperPlatformTrailblazer CommunityAdministratorBusiness UserPublic SectorNon-Profit
Outaouais
  • Scott Allan (Salesforce)
  • Jennifer Sacks (Salesforce)
This session has a limited number of seats
Only 8 seats left
10:00 AM
10:50 AM

Build highly flexible lightning components via Custom Metadata Types

Wondering how effectively you can utilize your lightning components? - This session will focus on how one can leverage custom metadata types in lightning development to modularize and create flexible components. We?ll walk through a real-life scenario that demands to create multiple lightning components but we're going to build one component that can be leveraged across the application through custom metadata type. Join me and learn the design patterns and considerations that you can immediately use to modularize your application development.
DeveloperLightningPlatformTrailblazer Community
Montcalm
  • Guha Arumugam (Acumen Solutions)
This session has a limited number of seats
Only 15 seats left
10:00 AM
10:50 AM

Admins Are Critical Change Agents

Salesforce Admins are often at the center of change within organizations. Whether you are automating a process or transitioning to Lightning, change management skills are necessary for success. A little bit of change management wrapped in your projects will ensure smooth sailing and create a better experience for your stakeholders, end users and also you. During this session we will discuss change management techniques and skills that you can apply as soon as you depart the session. Once you begin to use these techniques and skills you will experience improved support and positive responses to the changes you bring to your organization on the platform.
AdministratorBusiness UserSoft Skills
Salon des Nations
  • Elizabeth Hellinga (Silverline)
This session has a limited number of seats
Only 5 seats left
10:00 AM
10:50 AM

From Zero to Salesforce Hero: A Startups Journey to Sales and Marketing Automation Success

Theia is a software startup in Ottawa that went from zero to Sales, Service, Engage, and Pardot customers, in 6 months ... all with an accidental (part-time) administrator. Theia was a spinout company from two other companies that both used other CRM and MAP platforms, so the pressure was on to adopt the same technologies. Attendees will learn how a business case was made to purchase a more expensive best of breed offering versus a cheaper 'good enough' set of capabilities. (The session will focus only on the positives of SalesForce and not on any negatives of other competitive offerings). Attendees will also learn about strategies for rolling out new SF offerings, getting the business on board, and driving adoption. Some of these strategies were planned, some were learned, and some were discovered on accident (ok, more by accident than on purpose). The session will also detail how TrailHead played a huge role in driving adoption (gamification and competitive Sales people go hand in hand) as well as creating demand for new offerings, not to mention the whole training the audience angle.
LightningPlatformTrailblazer CommunityAdministratorSales CloudService Cloud
Gatineau
  • Scott Masson (Theia)
This session has a limited number of seats
Only 11 seats left
10:00 AM
10:50 AM

Service Cloud is #BetterInLightning

Take your customer service to the next level with Lightning Experience. Through features like Community 360, Guided Action List and Einstein Next Best Action, your agents will work smarter to close cases faster and help customers better.
LightningAdministrator
Wellington
  • Kelly Walker (Salesforce)
  • David Carnes (OpFocus, Inc.)
  • Keith Samuel (Salesforce)
This session has a limited number of seats
Only 30 seats left