Schedule

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!

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.

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!

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.

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.

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.

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!

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!

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)

KEYNOTE

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.

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.

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

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!

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.

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!

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.

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!

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.

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.

KEYNOTE PANEL SESSION

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!