Dreamforce 2015

Dreamforce 2015

In just two weeks, over 130,000 people will be heading to San Francisco to attend the biggest nonprofit tech conference of the year – Dreamforce! We can’t wait to see what Salesforce has in store for us at this year’s conference. Heller Consulting will be in the Foundation Zone and has four different sessions this year. Read more about them below.

Where we’ll be:

Dreamforce Foundation Zone for Nonprofits
San Francisco Marriott Marquis – map
Foundation Zone Booth #10 in the center of the room

Sessions by Team Heller

Taking Flow to the Next Level with Just Enough Code

Wednesday, September 16, 10:00 – 10:30
Moscone West, Inspiration Theater

Join us as we cover some of the roadblocks that many admins face when implementing a Flow, and how to overcome them using a bit of code. We will cover passing data to the Flow, modifying styling of the Flow interface using Visualforce, changing the finish location using Apex, and discuss adding attachments within a Flow using Apex and Javascript. We’ll provide admins and beginning developers with “just enough” code to get them past these common roadblocks to make their Flows stellar. No programming experience necessary, but participants should be familiar with building a Flow as that will not be covered in this session. LINK

Non-Tech Skills Every Admin Hero Needs

Thursday, September 17, 1:30 – 1:50
Moscone West, Admin Theater Zone

Often, the difference between feeling like an #AdminHero instead of an Admin Zero, is the ability to navigate the interpersonal and business challenges that live beyond the Setup menu. Join us to hear from a seasoned Salesforce Admin on the ‘softer side’ of being a Salesforce Admin. You’ll learn strategies for overcoming common pain points, such as gaining consensus among difficult stakeholders, translating high-tech concepts for low-tech users, and turning your opponents into allies (because we all have that one user!). You’ll walk away with new concepts, ideas, and hands-on resources to catapult you to #AwesomeAdmin greatness! LINK

Designing Constituent Engagement Journeys to Boost Conversion

Thursday, September 17, 4:30 – 4:50pm
San Francisco Marriott Marquis Hotel, Yerba Buena Salon 13-15

After all that work you put into your peer-to-peer or friend-raising event, it’s easy to let your engagement with top donors fizzle after the big event is over, despite your best efforts. In this session, you’ll see how a leading nonprofit organization uses a robust multi-channel communications strategy to keep donor relationships meaningful, online and off. Hear best practices for designing engagement plans that keep donors connected and engaged well after the event, so that they’re ready to leap into action when the next big fundraising opportunity rolls around. LINK

Hands-on Training by MVPs: Building Advanced Reports for Nonprofit Admins

Friday, September 18, 12:00 – 12:30
Hilton San Francisco Union Square Hotel, Imperial Ballroom A

Reports in Salesforce allow Admins to bucket data as well as make sophisticated reports to display data across objects. Join us to discuss the most common reporting scenarios that nonprofits face, and how to solve them using custom report types, bucket fields, custom summary fields, and advanced report filters. We will include a tour of some complex reports included with the NPSP and how to extend the functionality of these reports. You should have a basic understanding of report functionality as well as understand object relationships to fully participate in this session. LINK

Dreamforce Survival Guide

Need help navigating Dreamforce? Heller Consulting has gathered everything you need into the Dreamforce Survival post, including local coffee shops, transportation wifi, places to grab happy hour, and much more.

Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

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