Day 1 - November 10th, 2022

Please note that all time are displayed in GMT (London time). Check out this time zone converter to find the times in your time zone!

9:30 AM - 10:00 AM GMT

Automation Dreamin' Kick-Off

Vicki Moritz-Henry & Mark Jones

Automation Dreamin' is here! Join Vicki and Mark as we welcome you to the first of two jam-packed days of automation knowledge and goodness.

10:00 AM - 10:25 GMT

Fantastic Flows and Where to Find Them

Cassie Supilowski

Flows are an incredibly powerful point-and-click automation tool, but for many, Flows have felt intimidating because they require that you understand some programming concepts like variables and how logic works. In a world where Admins can do more than ever with clicks, not code, Flow needs to be in every #AwesomeAdmin’s toolbox. With its latest updates including Record-Triggered Flows and the recent news that Process Builder and Workflows will be retired, now is the time to investigate and understand the power and versatility of Flow. Come see how basic flows in the most interesting of places can transform your work as an #AwesomeAdmin. Don’t wait any longer to jump into Flow Builder, map out your learning path and flow like a pro!

10:00 AM - 10:25 GMT

Using LWC in Lightning Flows

Hamza Siddiqui

Explore the power of Lightning flows by adding your custom lightning web component to it and expand the endless possibilities.

10:00 AM - 10:25 GMT

I'll Be Write Back With Your Data: Bring calculations back into Salesforce with CRM Analytics

Oleksander Yevsieiev

What do you do if you need to update record fields with the result of complex calculations? Perhaps even combining data from different sources? Call your developer and middleware friends to help you out? Not necessarily! CRM Analytics Output Connector can help you solve this challenge the point-and-click way. Join this session to learn how you can bring all of this together and get the calculated values you need.

10:30 AM - 11:10 GMT

Understanding Flows - Tips for Debugging & Handling Errors

Pawel Dobrzynski

Building flows sooner or later lead to the point when things go different than expected. The user gets scared with an "Unexpected exception" message, and you receive an obscure email that you don't understand at all. Sounds familiar? Not after this session. You will learn how to read the flow error email, how to debug errors, and how to design the flow and handle exceptions for better user experience.

This will be an interactive session, and the audience will have as much to say as the presenter.

10:30 AM - 11:10 GMT

Connect Your Systems Without Code with MuleSoft Composer

Joey Chan

MuleSoft Composer takes automation to the next level by empowering admins to connect systems without code!

We will go through the following:

  • What it is, who it is for and when to consider it when building integrations

  • Demo of how integrations can be built easily and securely without development skills!

11:15 AM - 11:40 AM GMT

So You Want to Build an Orchestration or Two?

Mark Jones

By now you've probably heard of Flow Orchestrator! Flow Orchestrator is the framework inside of Salesforce Flow that allows you to combine multiple Flows into a singular governed process that can span multiple users, and multiple teams. In this session I will look to guide you through the concept of planning out your Orchestrations and how to strategise using Flow Orchestrator in your org.

1:00 PM - 1:50 PM

Welcoming MuleSoft RPA - How to streamline your workflows with MuleSoft

Gaurav Kheterpal

Learn how to leverage MuleSoft RPA to solve the last mile problem in business automation via live bots which execute automated workflows triggered in Salesforce, leveraging Composer and RPA. We walk through a use case and a live demo to see how Composer and RPA coupled together can achieve end to end automation for key business processes.

2:00 PM - 2:40 PM GMT

Capture User Feedback from Anywhere Using Salesforce Flow

Lynda Kane

You can use a simple screen flow to collect feedback from your Users in any Lightning Page. You can even designate the topic for that feedback. Lynda Kane guides us through building the custom object for storing the feedback, building the screen flow, how to include it in your Lightning Pages (and where you might want to include it), and finally setting up subscribed reporting so you can be prepared to regularly review that feedback to help make everyone's Salesforce experience better.

2:00 PM - 2:40 PM GMT

10 Ways to Get Creative with Lightning Components

Eric Smith

I will demonstrate how 10 different Lightning Components can be used to do some very interesting things in both Lightning Record pages and screen-based Flows. I have either created or enhanced most of these components and they are all available, with source code, for free online. They range from simple to complex, but all of them can be used in ways you may not have thought of before to bring out the best in your user experiences. The components are designed to be generic. No coding is required, and all can be customized and configured with built in parameters.

2:00 PM - 2:40 PM GMT

How to Audit Dynamic Content and Variable Tag Usage with the Pardot API

Erin Duncan & Mike Creuzer

Incorporating dynamic content and variable tags is an excellent way to personalize your emails, forms, and landing pages. But viewing where dynamic content and variable tags are in use is a proverbial black hole. In this session, we will cover how to use the API to pull dynamic content and variable tag usage from your current assets and formulate a plan of attack to clean up your marketing assets.

2:45 PM - 3:25 PM GMT

Flows: A Triggering Experience

Michelle Regal

It's official. Flows are THE declarative automation tool for Salesforce, and record-triggered flows will soon replace all your workflows and process builders. We'll dive into the components of record-triggered flows, how they compare with Apex triggers, and the different strategies for managing this automation powerhouse.

2:45 PM - 3:25 PM GMT

Fantastic Frameworks for Fast, Feature-Filled Flows

Evan Ponter

The flow engine is ready to handle all of your declarative automation needs - are you? Using programmatic problem-solving patterns, we can fine-tune record-triggered flows for optimal performance and organize the logic to maintain sanity during solution design and debugging endeavors. We'll explore frameworks for before-save flows (optimized for fast field updates) and after-save flows (orchestrating actions and related record automation). As more automation is moving away from workflow rules and into the flow engine, these tips will ensure you can continue to #AutomateAllTheThings without negatively impacting the performance of your org. Find your future in the flourishing flow frenzy!

2:45 PM - 3:25 PM GMT

Creating Knowledge Magic with Salesforce and Slack

Karpagam Narayanan

Slack is emerging as a key collaboration tool, internally and with customers. Learn how to use everyday interactions, to automate creating knowledge, spreading knowledge to help colleagues and serve customers efficiently. Utilize knowledge objects in Salesforce to be able to bring value in Slack.

3:30 PM - 3:55 PM GMT

Platform Events vs. Mixed DML: How Admins Can Win the Day

Michelle Hansen

Have you ever wanted to automate user creation, deactivation, or updates? Yes? And have you ever gotten a Mixed DML error in your automations? Again, yes? As an Admin, have you ever heard of Platform Events? No (or yes, but they seem scary and complicated and only for developers)? Then it's time you learned how this easy-as-a-custom-object option can help you win the day! Join this session to see how easy it is to create a Platform Event (if you can create a custom object, you can create this!) and how to leverage it within flow. While we will focus on the specific use case of automating User creation from a Case, once you've learned the fundamentals, you'll find many ways to use this new tool in your #AwesomeAdmin toolkit!

3:30 PM - 3:55 PM GMT

Rapid Prototyping for Salesforce Automation

Brian Shea

Have you ever worked hard on a project only to find that once it went live it wasn’t really what the users wanted? (I know I have!) As an industry, this is something that happens far too frequently*. No matter how well a solution is engineered (no matter how smart, scaleable, and beautifully designed) it will fail unless it addresses users’ needs. Before we worry about building the solution right, we need to make sure we’re building the right solution! Prototypes help us do that.

In this talk, Salesforce professional will learn how to:

  • Use prototypes to accurately determine users’ needs

  • Deliver automations faster and avoid rework

  • Implement prototyping methods that are particularly useful for Salesforce Automations.

3:30 PM - 3:55 PM GMT

Centering on the 'Account' in MCAE

Mike Creuzer

With Marketing Cloud Account Engagement (MCAE) (formerly known as Pardot), it can be a struggle to get net-new prospect records synced to named accounts into the CRM quickly at scale. Conversely, it is also a head scratcher to make sure all the Contacts on an Account are in MCAE without opting to send all Leads and Contacts into MCAE.

In this session, we will cover many options to automate these processes - APIs and code, iPASS tools, APEX, FLOW, and other free and purchasable tools.

Topics covered include:

  • Identifying named account records in Pardot (Prospect Updater, Dynamic Lists created by Creuz Your Data, Zapier & ilk)

  • From Lead to Contact - automatically converting Leads (Lean Data, Automating Pardot’s “Leads that may belong to this account”)

  • From Account to Prospect records (Flow Actions for Pardot)

4:00 PM - 4:45 PM GMT


To Flow or Not To Flow: When to use which automation tool

Lillith Van Biesen & Raphael Benizri

Each new release brings a wealth of new features Salesforce adds to their Flow tool, making the tool bigger and better and closing the gap between declarative and programmatic automation. So is Flow the be-all and end-all of Salesforce automation and can we waive goodbye to code? This session explores the strengths and limitations of Flows based on real-life examples and dives into alternatives and their merit.

5:00 PM - 6:00 PM GMT


Automate Your Business Processes with Salesforce Flow

Diana Jaffe

Hear directly from the Salesforce product team about our approach to automation, the power of Flow, and what’s coming up next on the roadmap.

Day 2 - November 11th, 2022

9:30 AM - 9:55 AM GMT

Second Day Kick-Off

Vicki Moritz-Henry & Mark Jones

10:00 AM - 10:25 AM GMT

How I Improved UX with Flow

Martin Humpolec

With all the requests from my customers, I was hitting the wall with just the standard SF features. Flow to my rescue! Conditionally show data from related records or visualize the status of the contact based on information from related records - without the need to update the record itself!

The new features of flow allow me to quickly deliver what customers need. Even if it's not a final solution, at least it's an MVP to highlight the art of the possible.

10:00 AM - 10:25 AM GMT

How to Develop Reusable Invocable Apex Methods for Flows

Meera R Nair

Salesforce is adding many new features and capabilities to Flows in each release. But there are still some scenarios where you need to call apex methods from Flows to execute complex operations - when Flow is not capable of doing that or the performance will be low when you implement that using flows.

In this session we are going to see, how we can develop reusable invocable methods, that can be used for different sObject Types. This approach is going to increase the reusability and scalability of Apex and code.

10:00 AM - 10:25 AM GMT

Automate UTM Tracking & Campaign Assignment with Flow

Richard Feist

In this session, We will outline the best ways to capture your UTM parameters on your Prospects records in Pardot then pass and store this on the right records in Salesforce. We’ll then cover how to use Salesforce Flows to assign users to the right Salesforce Campaign based on their UTM parameter information.

After attending this session, you’ll walk away with step-by-step instructions and the tools you need to succeed with using Google and Salesforce.

Topics covered include:

  • What are UTM parameters and how to use them

  • Capturing UTM parameters

  • Storing UTM parameters

  • Using Salesforce Flows to assign Leads and Contacts to Campaigns

10:30 AM - 10:55 AM GMT

How to Use Login Flows with Salesforce Community

Yosra Saidani

One of the powerful use cases for flow is during the login / authentication process where you can insert custom business processes before the user gets access to the application. This is especially useful in the context of salesforce communities and portals where we may want the user to update / confirm their privacy settings, accept terms and conditions or there may be a need to perform two factor authentication.

In this presentation we’re going to present the login flow and then take a look at the simple but common scenarios of the use of Salesforce login flow.

10:30 AM - 10:55 AM GMT

Journey of a Developer to a Low Code Lover

Sneha S Kashyap

Sneha is a hard core developer who has now started to enjoy and appreciate the low code solutions provided by Salesforce. Join her to hear the story of her journey from pro-code to embracing the low-code Flow solutions!

11:00 AM - 11:25 AM GMT

Trust Me - You Can Boost Your Customer Retention Using Salesforce Omni-Channel

Houssam Saoudy

The most successful brands know how to interact with their customers no matter where they are. Let’s discuss several use cases of Omni channel & Salesforce Service Cloud in detail.

11:00 AM - 11:45 AM GMT

Process Automation Revisited: From Chaos to Structure - Tips for Managing Complexity

Pawel Dobryznski

Declarative automation is a great tool that helps automate processes without using the code. But as your system develops the growing number of workflows start to interfere and things do not always go as expected. With the recent introduction of record flows, the landscape changes even more, and admins should revisit their approach to process automation. In this session we will walk through the best practices of building flows, and present some tips and tricks on how to avoid common mistakes. You will also learn how you can organise your flows to effectively manage the increasing complexity and keep your automation predictable.

This will be a highly interactive session, in which we will jointly make the design decisions, and analyse the impact of our choices.

11:00 AM - 11:45 AM GMT

Automation of Background Processes with Omnistudio

Kirill Skorobogatov & Samith Perera

Have you ever wondered how to do complex calculations in bulk without a single line of code? We will present to you a solution in OmniStudio on just how to do that! Based on a real-life use case we will show you how to manipulate digits and variables, fetch information from objects without ever seeing any green letters or a coding terminal.

1:15 PM-2:15 PM GMT

Ask Me Anything on Flow

Vicki Moritz-Henry & Mark Jones

Join the co-founders of Automation Dreamin' for a live ask-me-anything session. Whether you're new to flow or been around the block, we're here to help. Bring your questions!

2:20 PM - 2:55 PM GMT

The Latest and Greatest from Slack

Krishna Patel

Learn how simple Salesforce processes can be integrated into Slack. We'll walk you through how the Slack platform enables developers to integrate 3rd party platforms, and how users can utilize them to make their day-to-day more productive.

3:00 PM - 3:40 PM GMT

One Flow vs Multiple Flows: Which Runs Faster?

Evan Ponter

One record-triggered flow per object per context vs multiple record-triggered flows running in the same context for the same object. Let's settle the debate from the performance standpoint. We'll take a look at the timing results from head-to-head comparisons of flows that solve the same problem using different approaches. These conclusions can help you prioritize flows that need to be refactored and provide clarity on flow configurations moving forward.

3:00 PM - 3:40 PM GMT

Building a Template for Success: How Custom Metadata and Flow Make Record Templates Possible!

Michelle Hansen

Do you have challenges around Record naming guidelines? Are there 'standard' Records that must be created and attached to every <insert Object here>? Do your users ever fill out Record data improperly/incompletely? Have you ever tried to use the 'Clone' feature, then realized there were limitations when users don't have edit access to all fields on a record?

If you've said yes to any of these, then I have a solution for you: Custom Metadata! Attend this session to learn how you can configure Salesforce Custom Metadata to populate record field values with the proper ‘standard’ information every time. Coupled with Flow Builder for easy record creation, you can eliminate manual entry for your users while boosting your data integrity!

3:00 PM - 3:40 PM GMT

A Better SFMC Workflow

Tony Zupancic

Developing and coding for SFMC doesn't have to have a clunky time consuming workflow. In todays development world, we are have tools such as GIT that help with version control, code deployment, and other parts of a developers workflow. Why not Salesforce Marketing Cloud!

With the @basetime/bldr-sfmc CLI tool, we've brought the GIT workflow into SFMC. Allowing you to not only work on your Content Builder and Automation Studio assets locally, but providing a workflow where you can push them to any GIT provider, as well as back into SFMC; removing the need to copy and paste them.

What we've built is just the tip of the iceberg, with tons more features in the works!

3:45 PM - 4:10 PM GMT

A Tale of Two Flows

Kathy Waterworth

Why are there four flows essentially doing the same things on the same object? This was my first reaction when I initially looked at a flow that a customer was having an issue with.

The issue was a result of the the wrong email alert selected in one of the flows. Simple enough, or so I thought. As I started looking more closely at that flow and the similar, but separate flows, I wondered why the flow creator wrote it the way they did. I would have used a different approach. Was that my naïveté as a less experienced admin, or was I seeing something they missed. One way to test my theory was to build it out in the sandbox.

Did I leave it the way it was? Did I just tweak the existing flows? Did I end up using my approach?

Join me to see the different approaches to the use case, look at the pros, cons and sustainability going forward of each.

3:45 PM - 4:10 PM GMT

One-Click Automated Permissions Removal

Samantha Lisk

If you have a lot of installed apps, getting those licenses back when users are deactivated can be a huge pain. In this session, I will show you a Flow that will make this into a single-step process instead of a multi-step process. At the end of this session, you will have a link to install this Flow into your own org, saving you the time of configuring it yourself.

3:45 PM - 4:10 PM GMT

Better Together: Pardot & Salesforce Automations for Marketing & Sales Team Success

Heather Rinke

Pardot and Salesforce are made for each other. Both have automation tools that are instrumental in getting the right message to the right person at the right time.

Topics covered:

  • The Sync between Pardot and Salesforce

  • The Pardot Automation Suite

  • Where Pardot automations are better suited to automate marketing programs

  • Where Salesforce Flow is better suited to support marketing programs and processes

  • Examples of marketing programs and processes using both Pardot and Salesforce Flow

4:15 PM - 4:40 PM GMT

Serve Some Gratitude to Your Users with Flow

Lynda Kane

Share some love for your users and tell them you appreciate them by displaying random statements of gratitude through a flow on your home page. Together we'll build a simple custom object, write an easy Apex Controller and Test Class, and create a flow to display the results. We'll surface the flow on our Home Page in Salesforce. When we're done, we can talk about other uses (like Sales Tips or random records or even, Knock, Knock Jokes) and ways our flow could be extended to solicit more comments or tips from users.

4:15 PM - 4:40 PM GMT

Bringing Marketing Cloud Account Engagement Abilities to Flow with Flow Actions for Pardot

Jacob Catalano

Account Engagement’s new V5 API allows external systems to work with Pardot data, but what if that “external system” is actually our Sales Cloud instance? Currently, we are limited to the native Salesforce Connector to get things done. With “Flow Actions for Pardot” we can bring a range of Account Engagement capabilities right into our Flow Designer.

5:00 PM - 5:45 PM GMT


Automating Together: Collaborate & Communicate to Deliver Successful Projects

Host: Christie Fidura

Panelists: Silvia Denaro, Quaratulain Tariq & Johann Furmann

How do admins, architects and developers team together to do awesome work? Join this panel discussion to learn how great teams work together, the importance of each role on the team and how teamwork truly makes the dream work!

5:45 PM - 6:00 PM GMT

Closing Remarks from the Automation Dreamin' Team

Vicki Moritz-Henry & Mark Jones