San Ramon, California Admin User Group

Come join us for yet another awesome virtual meeting! We are sponsoring the Salesforce Admin Group, San Ramon on August 29th at 12:30 PDT. Featured topics include: Managing Profiles, Permission Sets as well as Optimizing your Org. Following our presentation, Jeanne Moeller will be providing a hands-on tutorial for creating a portfolio on Salesforce.

 

Click here to RSVP


Path to a Clean and Secure Org Series

We are doing a webinar series where we will be focusing on cleaning and optimizing your Salesforce org. Click on the title links to RSVP. All of the webinars will be at 10:00 a.m. Pacific time.  You do not want to miss these informative series!

 

8/25/2020 -  Managing Profiles and Permission Sets with Snapshot: In this webinar we will show you how you can use Snapshot to manage your profiles and permission sets and optimize your Salesforce security model. Topics include:

  • Documenting profiles and permission sets for administrator reference and compliance.
  • Performing mass edits of profiles and permission sets to rapidly deploy security changes.
  • Visualizing security by user to tackle security issues
  • Automatically merging similar profiles and performing user assignments

9/22/2020 - Eliminate technical debt and optimize your Salesforce Org with Snapshot: In this webinar we will show you how you can use Snapshot to identify and eliminate technical debt and unused metadata from your Salesforce Orgs.Topics include:

  • Using Snapshot reporting to identify any unused metadata in your Org including fields, groups roles, email templates, queues and more.
  • Leveraging Snapshot’s deployment tools to rapidly delete unused metadata and save a backup for rollback or disaster recovery

10/13/2020 - Identify user related technical debt and optimize usage: In this webinar, we will show you how you can use Snapshot to identify inactive users and their connections to your metadata and data. Topics include:

  • Identify inactive users and their usage in your Org’s metadata - queues, email alerts, dashboards - causing unintended consequences
  • Leveraging Snapshot to manage/ replace/ delete these unexpected connections to achieve better data integrity and security

11/3/2020 - Migrating related data between Salesforce Orgs with Snapshot: In this webinar, we will show you how you can use Snapshot to migrate data while maintaining complex relationships across and within objects. Topics include:

  • Identify relationships across multiple objects to build and download complex hierarchical datasets
  • Migrate data and retain data relationships within and across objects
  • Scramble sensitive fields to satisfy compliance data requirements
  • Remap objects and fields to assist Org migration needs

12/1/2020 - Leveraging Snapshot’s User Stories to manage your Salesforce Org: In this webinar, we will show you how you can use Snapshot to manage tasks and resources throughout your application development lifecycle using Snapshot’s User Stories featureset. Topics include:

  • Defining sprints, user stories and tasks
  • Identify development collisions and merge/ resolve conflicts
  • Deploy a cohesive deployment package with full and partial rollback capabilities

Virtual Northeast Dreamin'

Check back for more information!


Ascent Conference

Metazoa CEO & Co-founder, Jennifer Mercer, is speaking at Ascent's virtual conference! Grab a free Spectator Pass and guarantee a spot to watch her talk on the Startup Grad School Stage. Or use SPEAKER20 for 20% off a General, Investor, or VIP pass as well!

 


XForce Webinar Series

Salesforce Summer '20 Release has been much awaited by the Salesforce community. The release was pushed back due to COVID, and now the new innovations, features, and products have arrived! Join us for a discussion of the new Salesforce Summer 2020 Release and what it means for all of us in the Salesforce world.

Joined by Bill Appleton, CTO Metazoa and Piyush Singhal, Co-founder HIC Global Solutions

REGISTER HERE


Philly User Group

Check back for more information on this event!


Evansville, IN Admin Group

Check back for more information on this event!


Birmingham, AL Admin Group

Check back for details on this user group!


Des Moines, IA Admin User Group

Join the virtual Des Moines, IA Administrator User Group on August 13th

It's going to be amazing so block off your calendar for August 13 from 11:00 am - 1:00 pm and RSVP today!

 

The exciting news is that @Eric Dreshfield (ITequality) will be joining  to speak on the very timely topic of diversity.  If you're not familiar with Eric, he is not just a Salesforce MVP; he's in the elite group of Salesforce MVP Hall of Famers.  If you've not had the honor of meeting Eric, you'll find he is one of the most approachable people around. He co-leads Midwest Dreamin. He leads the Southern Indiana User Group. There's literally not enough room to write about all the ways he contributes to the Salesforce ecosystem.  Here's an outline of what he'll be speaking on:

  • Want More Success? Diversify Your Workforce!
  • Some people say if you want more sales, you have to enable your salespeople. I say if you want more success, you have to diversify your workforce. And not just your salespeople, rather across all your teams. Is it easy? No. Is it worth it? Absolutely.

 

Metazoa (https://test.metazoa.com) will be sponsoring our meeting.  You'll get to see their amazing tool in action and they are hosting a raffle that you'll not want to miss.  Here's more about their software:

  • Metazoa Snapshot is an Org management solution for Salesforce that provides Salesforce Admins with a full spectrum of tools to manage the entire lifecycle of their Salesforce Orgs. First Snapshot helps Administrators document and understand the structure of their Orgs with its comprehensive data dictionary and relationship reports. Next, it allows them to clean up their Orgs and eliminate technical debt by providing a complete analysis of all of the Org metadata and what is not being used. Snapshot also provides a suite of tools for managing profiles and permission sets, allowing Admins to document, compare, mass edit, and merge. Lastly, Snapshot provides full-featured release management and data migration which uses a clicks-not-code approach that is accessible to the entire Salesforce team. With one tool to cover so many Org management needs, Snapshot reduces cost and provides an immediate ROI.

 

Finally, I'll be walking you through how to use the new before and after save option in Flow.  This is a game-changer for how we'll want to build automation.  It's also a great, less intimidating way to dip your toes into Flow.

 

It's going to be a fun meeting so reserve your spot and invite a friend.

 

RSVP HERE


Managing Profiles & Permission Sets with Snapshot

As Salesforce Orgs become more complex their security model can also increase in complexity exponentially. This makes it increasingly difficult for Administrators to manage their Orgs and keep them secure. Join us to see how our customer uses Snapshot to manage this complexity and optimize their security model for efficiency and effectiveness. Whether your need is documenting profiles and permission sets for compliance, comparing them across Orgs, performing rapid edits, or intelligently merging similar profiles, Snapshot has you covered with it's suite of tools for managing security and it's complexity.

Register here