Feeling a little "volun-told" to be a Salesforce Admin? Or are you simply curious about what Salesforce is and why it's such a game-changer? This hands-on workshop is designed specifically for you!

Join us for Salesforce 101, a practical and engaging session where you'll get under the hood of the world's leading CRM platform. We'll unpack Salesforce, empowering you with the foundational knowledge and practical skills you need to confidently navigate and leverage its power.

What You'll Learn & Do:

Introduction

• Trailhead Set Up: We'll help you create your essential Trailhead account – your learning playground.
• Salesforce Platform Overview: Get your head around the core bits of the Salesforce platform.

Hands-on Exercise #1: Your Admin Fundamentals

Dive in with practical exercises to build essential admin skills:

• List Views: Master how to create and customise list views to efficiently manage your data.
• Create Fields: Learn the ins and outs of creating new fields to capture the information you need.
• Manage Page Layouts: Discover how to tailor page layouts to optimise user experience and data entry.

Hands-on Exercise #2: Elevating Your Salesforce Experience

Take your skills to the next level with:

• Dynamic Lightning Pages: Explore how to create dynamic and user-friendly Lightning pages that adapt to your team's needs.
• Reports & Dashboards: Unleash the power of data by building insightful reports and dashboards to track performance and make informed decisions.

Hands-on Exercise #3: Agentforce AI Mini-Lab

The "Campaign Polisher": Use AI to instantly turn rough notes into a professional campaign strategy.

• Introduction to Prompt Builder: Learn how to give Salesforce specific "instructions" (Prompts) to handle complex writing tasks for you.
• Data Grounding: Discover how to safely point the AI to your specific fields so it generates content based on your real-time data.
• User Access: Update your Page Layouts to give your team one-click access to AI-powered summaries in their daily workflow.

Extra Tips & Resources

We'll share valuable insights:

• Tips & Tricks
• Resources

Who is this workshop for?

• Individuals who have recently been designated as Salesforce Administrators (the "volun-told").
• Anyone interested in gaining a fundamental understanding of the Salesforce platform and its powerful capabilities.
• Business users who want to better understand how Salesforce works behind the scenes.

Ready to become a Salesforce pro? Sign up today and unlock the potential of the Salesforce platform!

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• Events help bring people closer together in the information age.
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• Events help bring people closer together in the information age.
• Seven times out of ten, the experiences people remember most happen at events.
• When it comes to event type, meet your attendees where they are.