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Tuesday, October 29 • 3:00pm - 5:00pm
Pre-Conference: Operations: Salesforce Decoded (Intermediate/Advanced Level)

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This session is a hands-on workshop for accidental administrators or power users who have significant Salesforce experience and want to know more about how to make changes in their Salesforce instances. Learn how to spot and avoid Salesforce configuration pitfalls, and become familiar with the strengths and weaknesses of advanced features of Salesforce that support fundraising, events, membership, and more.

What you will learn:
  • How to spot and avoid Salesforce configuration pitfalls.
  • Advanced reporting and dashboard options.
  • Tips on usability, newer features, and Salesforce online tools for fundraising, events, memberships, etc.

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 3:00pm - 5:00pm MDT