Build With Me Webinar Series

Clean and Simple

Clear your calendar - It's going down! Text Blocks kicks off on May 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Clean and Simple

Clear your calendar - It's going down! Text Blocks kicks off on May 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Build With Me Webinar Series

A series designed to help admins discover new tools and see that

building many things on the Platform really doesn’t have to be that hard.

 

Upcoming Webinars

Sessions are intimate in size and are first come, first served, and non-transferrable.

Past Webinars

Sessions are intimate in size and are first come, first served, and non-transferrable.


 From Spreadsheet to

salesforce app

June 5



In this session, you'll learn how to shape your Salesforce system to suit the unique needs of your business. Learning basic these basic skills - creating your data model (Custom Objects & Fields) - creates the foundation for your team to make the most of your Salesforce investment.  

 

Link to recording


GETTING STARTED

WITH COMMUNITIES

June 12

 

In this session, we'll show you how to use the digital experience builder, templates, and components. A great introduction for beginner admins or advanced admins that want to learn some tips & tricks!

 


Link to recording

 


EINSTEIN ANALYTICS -

DESIGNING A DASHBOARD

June 19


Join our Analytics Solution Engineers as they walk you through how to create reports and dashboards in Einstein Analytics in just 30 minutes. Deploy analytics fast by using customizable templates, third-party apps, or custom-built dashboards. Get the exact information your business needs by going beyond standard reports and dashboards.

 

Link to recording


GET MORE DONE FASTER

WITH EINSTEIN

June 26

Start leveraging Einstein Next Best Action and Prediction Builder today, for free! In this session we'll guide you through how to build an automation using Next Best Action to help reps and agents provide a better experience for your customers. Using Einstein Prediction Builder, we can show you how to build your own prediction in minutes.


Link to recording


 FIVE USER INTERFACE CONFIGURATIONS TO OPTIMIZE SALESFORCE

July 3


Optimize Salesforce by customizing the user interface to what your organization likes to see - it can improve user-friendliness and employee productivity. Come join us to see which five configurations we like to make in our orgs to help optimize the user interface. We'll go through themes and branding, list views, in-app guidance and more!


Link to recording


INTRODUCTION TO FLOWS - CONFIGURING ADVANCED AUTOMATION

 July 10

Make your Salesforce implementation work even harder for your team by configuring advanced automation - no code required! Admins can drag-and-drop to configure more complex automation use cases using Visual Workflow - or more simply put, "Flows". Learn how to get started with Flows in this 30 minute class with 15 minutes of Q&A.

 

Link to recording

 

 

 account based

marketing

July 17

Learn how to shift your go-to-market strategy with Account Based Marketing (ABM) using Pardot & Sales Cloud. In this session, you'll learn how to identify key accounts, engage potential buyers, and expand customer relationships with data-driven insight and automation.


Link to recording


ENHANCE SERVICE AGENT PRODUCTIVITY

 July 24

Learn how to maximize your customer service agent productivity using Service Cloud. In this session, you'll learn how to leverage the service console, macros, omnichannel routing and much more!

 

 

Link to recording

 

 OPTIMIZE LEAD MANAGEMENT IN SALESFORCE

July 31

Learn how to optimize your lead management in Salesforce to get the most out of your lead generation investments. In this session, you'll learn best practices of how to effectively track, qualify and score leads.


Link to recording

 

TAKE ADVANTAGE OF

SALESFORCE CMS

August 7

In this session, we'll show you how to create, translate and organize content and share it with different audiences across different channels. Each Salesforce org comes with 500 records included!


Link to recording

 

I'VE INHERITED AN ORG,

WHAT DO I DO NOW?

August 14

As businesses adopt Salesforce and start to realize that they can extend the platform to all areas and configure it to match their own processes the project list piles high. In today’s session we’ll be talking about an admin’s best tool - Governance.


Link to recording

 

PRODUCTS, PRICE BOOKS & QUOTES

August 21

Products, Price Books & Quotes can be really easy to use, but can sometimes be confusing to set up! We're going to walk through what it looks like to set up products and leverage the power of price books so that your Sales teams can make their day more efficient when quoting.


Link to recording

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