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Tuesday, October 29 • 1:00pm - 3:00pm
Pre-Conference: Operations: Salesforce Decoded (Beginner Level)

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This session is a hands-on workshop for accidental administrators or power users who are new to Salesforce and want to learn more about how to make changes in their Salesforce instances. See how to change objects, fields, layouts, and more, and learn about improvements that can be made to key items, such as opportunities, campaigns, accounts, and tasks.

What you will learn:
  • How to evaluate the set-up and health of your Salesforce configuration.
  • How to develop and implement a plan for improvements.
  • How to use Salesforce reports.

avatar for Shawn Holt

Shawn Holt

Managing Director, BackOffice Thinking
Managing Director at BackOffice Thinking, working on both strategic and hands-on client solutions. Shawn has a top-down view of client solutions with a passion for understanding business processes that can be implemented in engaging users experiences. Prior to joining Backoffice... Read More →
avatar for Paul Keogan

Paul Keogan

CEO and Co-Founder, BackOffice Thinking
Paul Keogan is CEO and co-founder at BackOffice Thinking. Paul has been a leading technology consultant for the past 20 years. Paul’s passion is to transform his clients’ use of technology to better serve and engage their constituents, grow their donor base, and run their organizations... Read More →

Tuesday October 29, 2019 1:00pm - 3:00pm MDT