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CRM Science Events
Catch us online and around the country at Salesforce events and more.
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Salesforce.org Unite Partner Summit Session
How do you effectively cultivate connection and compassion when employees are pulled in a million directions - especially in today's world of COVID? We envision this session as a way to share how we accomplished this at CRM Science, e.g. through virtual happy hours, morning coffee chats, virtual yoga, and our wellness program. We would also love to learn and hear from other partners.
Salesforce.org Unite Partner Summit Session
As we all know, Salesforce customers have faced tremendous challenges over the past year. In this session, we’ll review how to manage project scope when a client’s needs continue to change - particularly due to ever-evolving factors such as COVID. CRM Science has first-hand experience with projects like these. We will walk through a real-life example where we worked with a client that very needed to deploy Salesforce solutions for COVID safety.
Webinar: Salesforce User Training Best Practices
Join us for a webinar on Thursday, April 29 at 1:00 p.m. ET to discover how to help your users adapt to technological change. We’ll provide insights and best practices that can be customized to your organizational needs.
Fireside Chat: Maximizing the Value of Salesforce with Application Development for Nonprofits
Join us for a fireside chat with CRM Science and a special guest from the American Association for Cancer Research (AACR). We will discuss real-world nonprofit experiences and uncover how mission-driven organizations can maximize the value of Salesforce by migrating business processes onto the leading application platform.
Webinar: Salesforce FSC
Next-Level Tools for Wealth Managers on Salesforce Financial Services Cloud Master concepts like Person Accounts and using Action Plans to automate repeatable steps, and learn about valuable new enhancements coming with the Salesforce Spring '21 Release.
Webinar - w/ Salesforce.org
The COVID-19 vaccination campaign has begun. At CRM Science, we are extending the power of Salesforce to enable providers with vaccine management solutions that are safe, effective, and efficient. Join Salesforce.org and CRM Science on Tuesday, January 19 at 1:00 p.m. ET to see what’s possible on the world’s #1 CRM platform, Salesforce.
Administering COVID-19 vaccines will require innovation, cross-sector collaboration and flexible technology. So where do we start? This webinar is for organizations who are involved in distribution management for COVID-19 vaccines.
Virtual Panel Session
CRM Science and special guests from Vertex and b atomic provide insights and best practices for navigating product launches on the Salesforce AppExchange during a virtual panel discussion on Thursday, Dec. 17, 2020 at noon ET.
Hands-On Workshop: How to Set Up Your Salesforce Partner Portal with No Code
Join our experts on Wednesday, November 18 at 1:00 p.m. ET, for a practical and hands-on virtual workshop to help you get the most out of Salesforce Experience Cloud.
Webinar - UX Best Practices & Quick Wins
Join us for a webinar October 22 at noon ET to learn about Salesforce user experience (UX) customizations, including best practices and easy wins.
Salesforce.org Unite Partner Summit Session
Session: Oct. 8, 11-11:25 AM PT Smart about Salesforce - Know More than Enough to be Dangerous (and Awesome) with Justin Edelstein and Ami Assayag Salesforce implementation and product partner business owners are both trying to run a business and run with Salesforce for their clients. What are the most important decisions a business leader can make based on key understandings of the platform for Nonprofits that will lead to customer success for their clients and the ecosystem at large.
Webinar - The Dos and Don'ts of Salesforce QA Testing
Join us for a webinar on August 26 at 2 p.m. to learn best practices for Salesforce Quality Assurance Testing.
Webinar - Salesforce Work.com: Helping Companies Focus on the New Reality
Join us for a webinar on Thursday June 18, 2020, to learn how Salesforce Work.com empowers businesses to reopen safely in times of uncertainty.
Webinar: Organizational Change
Join us for a webinar on Thursday, May 28 at 1:00 p.m. EST, where we will share the top strategies you need to manage your Salesforce org through organizational change.
King of Prussia Salesforce Group
Join the King of Prussia Salesforce Group on March 12 for a session by Rachel Beard.
King of Prussia Salesforce Group
Join the King of Prussia Salesforce Group on January 23 for a fun evening at our HQ!
Salesforce World Tour New York
Attending Salesforce World Tour New York December 18? Meet with our experts in NYC.
#DF19 Lab Coat Session
Escalate your Communication Skills: Drive Clarity in Group Discussions
#DF19 Lab Coat Session
An Admin’s API Integration: External Services and Flows
#DF19 Giant Puzzle Party
Join us in San Francisco for an evening of puzzles, food, and drinks!
Webinar - November 14, 2019
How to Personalize Client Onboarding and Discovery with Salesforce Financial Services Cloud
Salesforce User Adoption Roundtable + Open House
Webinar - September 25, 2019
How to Design Intuitive Salesforce User Interfaces to Improve ROI
10 Ways to Drive User Adoption
Watch this 30-minute webinar, where we reveal the best tips and tricks to maximize Salesforce through user adoption.
Force Academy 2019: Day of Learning
Introduction to Developing with Salesforce DX Nate Pepper
Roundtable: Making the Move to Financial Service Cloud Ami Assayag
DemoJam Custom Themes for Communities Nate Pepper With the Summer'18 release, Salesforce launched pre-built themes - built by their own UX teams. Now, they are allowing us to build our own custom themes, package them up, and share and re-use them internally as well as sharing them across the entire Salesforce ecosystem. To celebrate, they are hosting a DemoJam where three Trailblazers will showcase their work, and the winner will be declared for the sharpest, coolest, and most beautiful theme.
Salesforce World Tour New York City
Salesforce Einstein: Blaze New Trails with AI with Ami Assayag 12:45 - 1:15, Break Out 2 Salesforce Einstein is the first comprehensive AI platform for CRM, helping companies make their employees smarter and their customers happier. We'll explore exciting new Einstein-powered features and hear from innovative customers to learn how they're building AI-powered apps and creating intelligent experiences throughout their business.
Building Apps with Salesforce DX. By Scott VonSchilling
Einstein Platform Services: Turn Unstructured Data into Apps People will Love. By: Ami Assayag Einstein offers a variety of Deep Learning APIs that allow developers of all skill levels to leverage the power of image recognition and natural language processing to build AI-enabled apps fast. With Einstein Platform Services, you can iterate quickly to build the most accurate models without the complexity of managing and maintaining them...
Get Started Building AI into your AppExchange App By: Kirk Steffke As an AppExchange Partner, are you trying to understand how your app can leverage Einstein? In this session, we'll discuss the various use cases and how AppExchange Partners can leverage Salesforce Einstein in their applications. We'll cover the Einstein Platform Services available today, provide demos of a few of the key capabilities, and share the roadmap for relevant updates...
Defend Your Castle: An Essential Checklist for Establishing Secure Communities By Sean Harrison & Matt Sherman Create an impregnable website with Salesforce Communities! Doing so requires a combined awareness of the security best-practices for Salesforce internally and establishing a fortified community exposed to the world. This 20-minute session will detail the essential steps to cover all the security considerations you must manage presented as an easy-to-digest recipe.
The Power of Salesforce API's By Mike Katulka & Peter Chittum(Salesforce) This session covers a range of topics from Data & CRUD APIs, to Salesforce Connect. We go over Integration dependencies, and have 3 demos planned to cover Workbench RESP Explorer, Lightning Connect and Slack integration with the Dreamhouse.io app. December 15th, 2016 at 3:30pm.
Partner Keynote Pre-Show with Peter Coffee Ami Assayag Ami shared CRM Science’s work with Salesforce and AAMCO to deliver customer success, a project that won the Salesforce Partner Innovation Award for the Connected Ecosystem.
Alex Sutherland and Joe Griffith Partner co-presenting Innovation Awards: Driving Customer Success The Salesforce 2016 Partner Innovation Awards are designed to recognize outstanding contributions made by our Consulting and ISV Partners. Awards are based on customer success stories that showcase innovation across specific categories. Hear great customer stories from innovative Salesforce partners.
Managing Change With A Sensible Sandbox Architecture by Alex Sutherland With the new Lightning Editions of Salesforce, everyone now has plenty of sandboxes available to put together a robust change/release management process. Join us as we talk about how to maximize the use of your sandboxes, including refresh cycles, Sandbox templates, Change Set & Package flow between environments, Single Sign-on through Environment Hub, and how to do a successful Lightning Exp. pilot in your sandbox.
Building Your Own Salesforce Integrated IoT Device By Richard Tuttle and Mike Katulka In this session, we'll show you how to get started with building your own Salesforce integrated IoT device. We'll use Photon IoT starter kit from particle.io to show how easy it is to do so. We'll also go over other IoT starter kits with different features that enable different IoT integrations.
Building Flexible and Reusable Callouts for the Beginner Dev By Michael Beswick, and Yad Jayanth Description of session Join us as we teach you how to use Apex callouts to access APIs and communicate with external applications. You’ll learn how to build a flexible callout that can handle sending requests and receiving responses from multiple endpoints, and how to have your code decide whether an asynchronous or synchronous callout is needed on the fly.
World Tour Boston 2016
Building Secure Salesforce Apps By Alex Sutherland Alex covered the following security related topics: Force.com Platform Security, Common Vulnerabilities, Cross-Site Scripting (XSS), SOQL/SOSL Injection, Open Redirect, Threat mitigation, Automatic & manual security analysis tools, Additional security training resources.
World Tour Boston 2016
Integration with the App Cloud: Callouts to IBM Watson By Ami Assayag A component of what makes a platform great is the ability to integrate with third party devices, servers and software. During the Salesforce World Tour event in Boston on April 7, 2016, Ami Assayag, CRM Science founder and architect, will show an example of Apex callouts and highlight a use case for the IBM Watson Natural Text Classifier service.
Using Apex for REST Integration By Ami Assayag, Kirk Steffke, and Josh Birk Part of what truly makes a platform is an ability to integrate with third party devices, servers and software. Join Ami Assayag and Kirk Steffke from CRM Science and Developer Evangelist Josh Birk as they breakdown examples of using Apex for integration solutions. Apex has robust methods for handling both inbound requests into Salesforce and outbound calls into third party systems.
Partner Meetup Region: Americas - East by Alex Sutherland and Others Are you looking to find, network, engage and learn from colleagues at Dreamforce from the America's East region? For the first time, Partner Meetups at Dreamforce, provide sessions facilitated by Salesforce Partner leadership focused on your region. Leverage this partner and regional focused session for updates, overview the Alliances regional teams and networking with the Salesforce partner eco-system.
Building Dynamic Packages By: Alex Sutherland & Yad Jayanth Date: 9/17/2015 Time: 12:00pm - 12:40 pm How do you build AppExchange applications that dynamically support selectively-enabled Salesforce features such as Multi-Currency, State & Country Picklists and Person Accounts without requiring enablement of those features to install your package? In this session we'll discuss techniques and design patterns that enable flexible and resilient AppExchange applications.
Generically Call External Classes from Managed Packages by: Ami Assayag & Mike Katulka Date: 9/18/2015 Time: 9:00 a.m. - 9:40 a.m. Abstract: Learn how to build a completely generic interface architecture that can call any external class from within a managed package. When building Salesforce packages, you must handle many unknowns that are related to the multi-tenancy nature of the Salesforce platform.
Enhanced Web Service Testing: A Better Mock Structure by: Kirk Steffke Date: 9/15/2015 Time: 5:30 PM - 6:10 PM When developing Apex code for integrations with external systems, an issue you always need to overcome is the creation of test coverage to test your various methods responsible for making callouts to one or more endpoints. Salesforce provides a few different ways of achieving this.
Process Builder: The Secret Serum for Salesforce Success by: Christian Belko & Mike Beswick Date: 9/17/2015 Time: 2:30 pm - 2:50 pm Learn how to use Process Builder on the Salesforce Platform with a live demo of a basic process. In this session, you'll have a chance to learn best practices with setting up Process Builder, as well as learn best practices with it for your org's growth moving forward.
Admins and Developers: Embrace Your Inner Consultant By: Christian Belko, Others Date: 9/15/2015 Time: 10:30 am - 10:50 am You are not just a SFDC Admin or Developer, you are an internal consultant with the power to impact your entire company in a positive way! Hear three different styles and strategies to build effective relationships with your stakeholders, add business value with the Force.com platform.
Administering Your Development By: Christian Belko, Others Date: 9/16/2015 Time: 8:30 am - 9:10 am Professional growth on an ever-changing Salesforce1 Platform requires planning and creativity. Join three Salesforce Administrator/Developers for a discussion on administering your professional development. We'll cover the essential resources, share our personal strategies, and challenge you to take the next step.
World Tour NYC 2015
Salesforce Integrations: Mapping Agents by Ami Assayag When building sync functionality for external services, it is often necessary to provide flexibility to how the integration interacts with the org. That’s where mapping agents come in handy - they allow you to build a more generic integration that can create callout bodies dynamically with mapping information that is pre-configured by org admins.
Phillyforce Conference 2015
Continuous Delivery of Success by: Alex Sutherland Presentation about how the Salesforce platform enables organizations to continously adapt to change. The presentation covers a variety of topics, including elements for success, platform specifics, and other topics which allowed attendees to get started with incremental improvements to deliver quality changes on a timely basis.
Webinar: Partner Roadmap
Spring '15 Release for Partners by: Alex Sutherland Listen to Alex Sutherland discuss the new, core product features he believes are game changers for Consulting (SI) partners.
World Tour NYC 2014
Getting Started With Security by: Alex Sutherland You've got data - now you need to protect it. Join us for a high level overview of Organization-Wide Defaults, Role Hierarchy, and Sharing Rules. Learn your options for securing your data in Salesforce.
World Tour NYC 2014
Salesforce Integration to Google Doubleclick by: Ami Assayag DFP is an advertising management platform that enables selling, delivering and measuring digital advertising operations. Digital advertising firms benefit from combining that information to see ads success rates, cost, and revenue together with opportunities, accounts, and more. In this session, you will learn how to authenticate with DFP using the Google OAuth2 handshake and access DFP data through this SOAP API.
Generic Package Extension Architecture for AppExchange Partners by: Ami Assayag and Kirk Steffke Learn how to use an extension architecture that implements an interface to generically call external packages or even methods in a target org that are unknown during base package build.
Integrating the New Google SOAP APIs with Salesforce by: Ami Assayag and Yad Jayanth Learn how easy it is to integrate Salesforce with one of the new(er) Google APIs! Since the Force.com Google Data API Toolkit supports the older generation Google Data APIs, it is necessary to use HTTP requests to access the newer Google SOAP APIs.
From Admin to Developer: Learning to Code by: Matt Sherman and Scott VonSchilling Break down the wall between admin and developer. Challenge yourself to learn more so that you can achieve more. Learn from our experience what it will take to learn to code on the force.com platform.
Phillyforce Meetup June 2014
Intro to Salesforce1 Development by: Ami Assayag All Visualforce pages can be displayed in Salesforce1 with just a few clicks. However, to make visualforce pages truly mobile ready, you’ll need to know a few things as well as learn specific tips and tricks.The session introduced high level dos and don'ts of working with Visualforce in Salesforce1 and provided enough knowledge to start writing your first mobile ready Salesforce1 page or converting an existing Visualforce page
Philly Tech Week 2014
Telephony Integration by: Kirk Steffke Integration of your company's phone system with your Salesforce.com org has many benefits, including screen-pops, click-to-dial, and call logging. Learn about these common features along with some of the secondary perks telephony integration can provide as well as discover how the phone system and Salesforce communicate and how you can get started connecting the two with your org today.
S1 World Tour Philly 2013
Supercharge Your Mobile Strategy with Salesforce1 The mobile revolution connects billions of devices, creating opportunities for companies to deliver timely, location-aware, and highly contextual engagements. Customer companies use mobility to create deeper connections with their customers, employees, partners, and products.
S1 World Tour Philly 2013
Analytics Unleashed by: Kirk Steffke Accelerating the pace of innovation is key to business success today. Analytics Unleashed reviewed how leading companies are creating new growth by putting insight into everyone's hands. Plus, hear about the accelerating roadmap for reports & dashboards in Salesforce. Kirk provided three real-world examples of how reports were used to help drive customer success as well as detailed three pro tips on how attendees could do the same within their orgs.
Answers Live Session 2 & Nonprofit HUB Answers Live Session 2 Making the Salesforce Success Community Answers a LIVE experience! Join us and get your burning non-developer-related Salesforce questions answered in a Q & A style forum. Get to meet and ask questions of some of the outstanding community contributors who have become the de facto Answers army.
Business Agility using Workflow & Approvals John Wilson, PointRoll (CRM Science Client) Not all logic needs to be coded programmatically. Force.com's workflow and approvals engine lets you easily invoke tasks, trigger email alerts, database updates, or messaging based on business events.
Chrome Extensions for Salesforce Professionals by: Kirk Steffke Learn about two new Google Chrome browser extensions on the Chrome Web Store and AppExchange that provide Salesforce.com administrators and developers with time-saving tools and quick settings shortcuts to facilitate the day to day responsibilities they are faced with.
Create Powerful Reports Using Force.com and SOQL Cubed Results by: Ami Assayag "Group by cube" is a powerful feature of SOQL that every developer should have in their toolkit. It's a very handy tool when you need to create complex Visualforce reports because you can get aggregate results for different groupings of values in a single SOQL call.
Goin' Pro Bono: Leveraging Salesforce Professionals Within the NPO Space by: Thomas Taylor Preparing for successful skills-based volunteering projects for pro-bono ninjas. Understanding the common risks and learning helpful tips for a pro-bono engagement. We'll discuss setting reasonable expectations of the project and volunteer, barricading them from free reign, being a good consumer of this available resource, and signs the Pros are stumbling.
Get Connected with your Local Salesforce Platform Developer User Group by: Ami Assayag Are you part of your local Developer User Group? Curious about how they work and wondering how one could benefit you? Join us to hear from current Developer User Group Organizers on why they got involved with a user group and what their groups are like.
Step By Step Guide To Salesforce AppExchange Listing by: Ami Assayag Developing and packaging Salesforce.com apps is not that complicated, if you already have experience with SFDC or know what to look for. However, starting a provider relationship with Salesforce and navigating through all the orgs, requests, cases, and account execs is a complex and confusing process. This is an account of a recent AppExchange listing.
Top Testing Tips: Data Creation, Web Callouts, and Automation by: Ami Assayag Take your Apex code testing to the next level with sample code and open source libraries that make these advanced topics easy. Save time with SmartFactory, which automatically creates complex test data for tests isolated from your regular data.