Empower Users to Solve Their Own Problems: Tips to Lessen Your Admin Load
Sep
28
12:00 PM12:00

Empower Users to Solve Their Own Problems: Tips to Lessen Your Admin Load

Free yourself from hours of resetting passwords and other problems your users can solve for themselves. Learn the best tips and tricks to teach your users basic troubleshooting and empower them to help themselves. Your users will feel more self-sufficient and you, the valued admin will have more time to deliver greater value.

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How To Avoid The Three Biggest Mistakes In Customer Onboarding
Sep
27
12:15 PM12:15

How To Avoid The Three Biggest Mistakes In Customer Onboarding

Do you know what type of experience your new customers have with you in their first 90 days? Is your company making your customers feel like VIPs? Or, are your customers falling into the black hole of a poorly managed customer onboarding process? Chances are you have room for improvement. According to a recent analyst report, 75% of companies want to deliver "outstanding" customer experiences, but fewer than a third are putting resources towards it. 

Join TaskRay Product Marketing Specialist Kirsten Brehmer and Smarter HQ Operations Manager Asa Kelly to learn about how to make your customer onboarding program successful.

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Circles of Success for Partners: Best Practices for ISV Partners
Sep
26
3:00 PM15:00

Circles of Success for Partners: Best Practices for ISV Partners

Circles of Success for Partners offers you the opportunity to interact with experts and peers in a group setting based a theme. This session will focus on the following topics:

1) Creating an efficient and scalable support team from scratch
2) Understanding customer health
3) Customer onboarding best practices.

Check back for more information soon.

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Secrets of being a Successful ISV Product Company
Sep
26
10:40 AM10:40

Secrets of being a Successful ISV Product Company

Any ISV will tell you that there are many paths to becoming a successful product company on the AppExchange. One thing that is common among them is having a solid foundation in the Salesforce platform. Join TaskRay co-founder Blakely Graham and a panel of other ISV leaders for a discussion to hear insights and lessons learned from some of our best and most successful ISVs. This is a unique opportunity to hear and ask questions as it relates to how these product organizations continue to maintain a high level of standard for their Apps.

Check back soon for more information.

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Orchestrating Long Running Processes With Platform Events
Sep
25
to Sep 28

Orchestrating Long Running Processes With Platform Events

Real world business processes can take months or even years to be completed and while these processes are in-flight your business requirements may change. During this advanced session, we will demonstrate how to implement a solution using a variety of Lightning Platform technologies and stitching them together with Platform Events to help mitigate this issue.

Topics covered will include:

  • Process Builder
  • Visual Workflow
  • Custom Objects and Fields
  • Platform Events

Join Nathan Lipke from Salesforce and Mike Tetlow from TaskRay as they share their combined experience with #AwesomeAdmin tools: Lightning Flow and Platform Events.

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Migrating your Existing Managed Package to Salesforce DX
Nov
8
10:00 AM10:00

Migrating your Existing Managed Package to Salesforce DX

Are you a Salesforce Partner with an existing managed package and an established CI Process? Are you interested in how SFDX can enhance your process and if it’s worth the time and effort to move? If so, this is the session for you! This session will cover two different approaches to migrating your package and CI Process to SFDX; iterative “baby steps,” and one big “leap.” We’ll discuss the pros and cons of each approach as well as potential challenges. During the session, we will also demonstrate the conversion an existing managed package and CI system to SFDX. At the end of this session, attendees will walk away with enough knowledge to execute a migration to SFDX and more importantly knowing when the migration fits into their product development schedule. #DF17Partners

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Demystifying Checkout for AppExchange
Nov
7
3:00 PM15:00

Demystifying Checkout for AppExchange

Are you an AppExchange Checkout Partner or a partner that wants to better understand if Checkout is right for you? Join the AppExchange Product and Technical team to see how to implement the Checkout Management App (CMA) for your app. Track your product offering performance with powerful, real-time data visualization, and stay in-the-know with email notifications triggered when you close a deal. #DF17Partners

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Reinvent Your Inside Sales Team with Lightning, Einstein, and Advanced Automation
Nov
6
9:00 AM09:00

Reinvent Your Inside Sales Team with Lightning, Einstein, and Advanced Automation

Hear how two Salesforce customers took their Inside Sales teams from “skeptics” to “fanatics” with Salesforce Lightning. Learn how you can leverage the latest Salesforce technologies including App Builder, Path, Process Builder, and Einstein to boost adoption, accelerate sales, and modernize how your reps sell --- all with 100% button-click administration.

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The App After Your Org's Heart: Building Apps That Will Light Up Your Org
Nov
6
8:30 AM08:30

The App After Your Org's Heart: Building Apps That Will Light Up Your Org

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Apps can streamline processes, simplify work, and save time. But how do you know which apps are the right solutions to your users' needs? And how do you keep things simple in your org as you build more apps? This session will go over the main things to consider before, during, and after building an app: identifying the need, research, building the app, testing the app, and deploying.

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