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Upper Midwest Higher Ed Salesforce User Group meeting - April 27 2018

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Location

Location

Bethel University

Anderson Center

2 Pine Tree Drive

Arden Hills, MN 55112

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Event description

Description

You’re invited to join us for the spring meeting of the Upper Midwest Higher Education Salesforce User Group on Friday, April 27 at Bethel University.

This meeting will provide in-depth discussion on topics pertinent to Higher Education and CRM. Additionally, you will get the chance to network with other Salesforce Higher Ed users.

There is no cost for this event.

To register, click the register button above.

Agenda

8:30 - 9:00 a.m. Check in

9:00 - 9:15 a.m. Welcome, Announcements, Introductions

9:15 - 10:00 a.m. Keynote
* Einstein Analytics (Matt Torpey - Salesforce)

10:00 - 10:15 a.m. Break

10:15 - 11:00 a.m. Session 1

*Lightning Transition (Carlos Villalpando, Salesforce) - in this session we will review how to successfully adopt and leverage Lightning for your organization. Whether you are just beginning your journey, or have already started down the path, this is a great opportunity to hear best practices, tips for a successful launch and getting the most out of the Lightning experience.

* Connected Campus Vision in Action (Jenn Haas, University of St. Thomas, with Mark Brecheisen, Xede Consulting Group) - ​Since the Fall of 2017, we have begun a more intentional journey toward extending Salesforce across other University functions and creating a Connected Campus. ​In this session we’ll talk about our Planning Process and our Program Governance that we are using to continue to optimize Recruiting and Admissions, but also extend Salesforce to Development, Alumni Relations, Marketing & Communications, Events, Analytics, and Student Success.

*Admin Tips and Tricks - How to Improve Your Data Quality (Farrah Friedrich and Mike Walter, University of St. Thomas). Admin Tips and Tricks is always one of our most popular sessions as you can learn from users at other universities. Our presenters this time are from University of St. Thomas where they have been on the Salesforce trail since kicking off in November 2014. They'll share things they've learned along the way and a few solutions they're using to help you get on the right path to clean data.

11:00 - 11:15 a.m. Break

11:15 - Noon Session 2

* A Showcase of the versatility of the Case Object (Katie Weber and John Nesbitt, University of Minnesota) The case object is employed in a highly dynamic way at the University of Minnesota. This presentation will cover the Case object and how we use it to address an extremely wide array of user needs. Standard Salesforce functionality, as well as some of our customizations and installed apps, will be discussed.

* EASY Does It - Open Source Application Solution (Kathy Lueckeman, Maryville University) - The Enterprise Application Solution for Yield (EASY) is the free application-for-anything solution that Maryville University open-sourced through the Salesforce.org Force for Change grant program. The solution includes tools to create multiple, unique applications, a "builder" so that permissioned users can create their own application questions (empowering users and minimizing system administrator work), and an application administration and review process (reader). This session will include an overview of the solution with resources for implementation.

* Powering the Connected Campus (Zach Svendsen, Jitterbit) - With 150,000+ SaaS apps today, the success of many higher education initiatives requires surfacing critical data to Salesforce in an automated fashion and providing a tailored experience to students, faculty, and alumni. Learn how universities and colleges are utilizing integration to power that connected campus and putting Salesforce at the epicenter.

Noon-12:10 pm Q&A/Planning for future meetings

12:10 – 1:00 p.m. Lunch and Birds of a Feather meetings (BOF's)

* Birds of a Feather seating will give you the opportunity to sit next to individuals from other colleges and universities who share the same interest in topics.


Location:

Bethel University

Anderson Center

2 Pine Tree Drive

Arden Hills, MN 551112

Campus Map and Driving Directions: https://www.bethel.edu/about/maps-directions/building-information/anderson


Parking:

* Free Parking available at Anderson Center


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The Upper Midwest Higher Education Group is the official Salesforce user group for higher ed in Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin. We are a grassroots peer organization dedicated to providing a setting that allows users at area colleges and universities to connect with other Salesforce users, developers, partners, and employees in the area to network, share ideas, and get tips to make each other more successful. For more information about our group visit www.higheredcrm.org





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Date and Time

Location

Bethel University

Anderson Center

2 Pine Tree Drive

Arden Hills, MN 55112

View Map

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