The CTA Board Exam is where you demonstrate your mastery of the Salesforce Platform and your ability to architect a successful solution. In the session we will walk through approaches and strategies for preparing yourself for the Exam.

DevOps is a reality and too many companies struggle to adopt it properly.
This 20+ minutes session will show you the basics improve your process.

Charlie Isaacs has a track record of R&D leadership at companies like Verizon, Answer Systems (acquired by Computer Associates), Broad Daylight (sold to Primus Knowledge, then ATG and then Oracle), and CTO Kana (Verint). After Kana he joined Alcatel-Lucent/Genesys as VP of Innovation. Charlie is VP/CTO for Customer Connection and claims to have “the best job at Salesforce” as he incubates customers worldwide onto the Salesforce IoTCloud platform. Charlie holds a BSEE from the UC Santa Barbara and an MBA from California Lutheran University. He holds several patents related to CRM and the Internet of Things. He volunteers at organizations helping women and underrepresented groups enter STEM fields.

We will explore a complex integration requirement from a hypothetical scenario requiring access to an external system’s data and functionality from within Salesforce. Using the Canvas SDK with an external web-based Node.js application running on Heroku, we will see how to easily integrate the two systems to create a UI mashup as well as provide a bi-directional event-driven integration, giving users the ability to perform logic and operate on data in both systems from within the Salesforce UI. There will be a demonstration on how this works at a functional level as well as looking behind the scenes at the code for both Salesforce and the Node.js app. We will also walk through how to set this all up from a technical standpoint from within Salesforce so that when you leave this session you will understand the steps that are necessary to recreate this yourself.

Come hear The Tale of the Spreadsheet of Terror. Discover the ominous story of how one department managed the workload of 12 employees and over 3,000 accounts all in Excel. With no reporting, automation or standardization the outlook was bleak to say the least. However, after only 45 days we were able to build a fully functioning application that completely overhauled the department's ability to perform, increasing opt in rates by over 108% in the first month, using only declarative features. But this story does not end here, over the next two years this application received many iterative changes using code which uplifted the application beyond its MVP status. By starting with declarative and iterating with code we were able to create an end to end application with full integrations into several other key systems and finally lay the Spreadsheet of Terror to rest.

In this session, I will show the many no code options we used to implement our MVP solution and will speak to how we were able to use code to uplift the application beyond MVP. Among the declarative tools I will showcase will be Web to Case, Omni Channel, Visual Flow, Process Builder, Workflow Rules (Email Alerts and Outbound Calls) and of course Custom Objects. I hope that by the conclusion of this session you will be inspired to go lay to rest your own Spreadsheet of Terror.

The dreaded Salesforce governor! Have you ever needed to work with large files in apex, only to be harshly and suddenly be shut down by the apex governor due to HEAP_LIMIT_EXCEEDED?

Consider this customer use case: Salesforce should callout to retrieve a 20MB file using a service account credentials for authentication and make it available to download to the user. A client-side callout is problematic for several reasons, mainly security. A callout from apex would halt attempting to manage a file of this size.

Enter the chunking pattern! By retrieving a heap-manageable chunk of the file at a time and combining on the client side, we are able to work within the apex heap limits.

In this session we review the problem statement, review several options to overcome the apex heap, showcase the chunking pattern, show its elegance and simplicity, and finally review a customer implementation recently where this was used.

The flow engine is ready to handle all of your declarative automation needs - are you? Using programmatic problem-solving patterns, we can fine-tune record-triggered flows for optimal performance (yes, even alongside apex code) and organize the logic to maintain sanity during solution design and debugging endeavors. We'll explore frameworks for before-save flows (optimized for fast field updates) and after-save flows (orchestrating actions and related record automation). As more automation is moving away from workflow rules and into the flow engine, these tips will ensure you can continue to #AutomateAllTheThings without negatively impacting the performance of your org. Find your future in the flourishing flow frenzy!

Time for the Expo and a Lunch Break!

Head over to the cafe area. You’ve got an hour to,

• Enjoy your lunch in the cafe

• Watch the Demo Jam and vote!

• Learn about AppExchange products from our sponsors

• Find out about professional services from Consulting Partners sponsors

• Talk to companies who are hiring

• Get one-on-one time with fellow attendees and Salesforce experts!

Thanks to our sponsors!

Have you ever needed to create the same record for every Opportunity, Campaign, Case, etc.? Perhaps something used to track a process that involves multiple people/groups where only certain groups can edit specific fields? If so, you know that using standard cloning functionality doesn't really work because it's virtually impossible to get all the fields set to starting values when the user lacks FLS. Then, what if the process changes? Cloning an old record leaves you with outdated information that causes inefficiency, confusion, and a poor user experience. Instead, you can use Custom Metadata to build record templates and a Flow to create records based on those templates with all fields set to the most up-to-date starting values, either automatically or at user discretion.

The Salesforce Functions Recipes Sample App gives developers a hands on look at how they can get started with Functions. But what makes this app really cool is all of the work that goes on behind the scenes, from the autogenerated user interface to generic functions invokers, we're doing some really cool stuff with Salesforce. Come and learn all of the trials and tribulations of the development process and maybe a bit about functions!

Salesforce Functions provide a mechanism for doing work off-platform, thus allowing Salesforce applications to do things that were difficult or even impossible within regular Apex code. This session will show a few quick examples of things you can do with Salesforce Functions, providing some real-world use cases for enabling them in your org.

Salesforce provides standard data APIs that have tons of capabilities. When writing lightning web components, whether you're trying to overcome an Apex limitation, or simply want to utilize the standard data API in lieu of writing Apex, you have that option.

In this session we show you what it takes to invoke the standard Salesforce data APIs from lightning web components by example.

As Salesforce has grown in capabilities, it is more important than ever to understand how to best fit Salesforce functionality into the business and technical architecture of the entire enterprise. Learn the methodology that we use at Salesforce as Enterprise Architects to assess business and technical architecture to build a Salesforce roadmap. This methodology can be used with any size or type of organization.

You've built the solution. You've poured your heart and soul into it and you are confident that it's exactly what your stakeholders have asked for (or even beyond their expectations). You couldn't be prouder of what you've accomplished. However, when you're asked to demo this thing of beauty on the Salesforce platform, you downplay the exercise. You know your own solution, right? Piece of cake! You'll just show them what you're so proud of. So, you present your solution. Your stakeholders don't seem so moved and your audience walks away without seeing the vision and impact associated with your creation. What happened? Why isn't everyone bought in? The answer? You downplayed your demo.

In this session, Salesforce MVP HoFer Jarrod Kingston and Salesforce MVP Phil Weinmeister have taken their many years of demo experience and knowledge, filtered them down to the most critical takeaways and tips, and will use them to equip you to crush your next Salesforce demo. And trust me, we'll make it fun. You'll get both the DOs *and* the DON'Ts when it comes to showing off what you have been able to build. You'll be inspired, you'll laugh, and, who knows, you may even cry.

If you plan on ever building another solution on the Salesforce platform, join us. We want others to see the same value in your solutions as you do and we want you to never give another demo that your audience can't remember the following day. Let's just make sure that your unforgettable demo is one that they'll talk about positively and not the one that becomes a figurative dartboard for jokes by the company water cooler...

Empower full document functionality and usability inside Salesforce to streamline workflows, enhance the user experience, enable scalability, and safeguard data to reduce risk. And the best part? No server-side dependencies, connectors or third-party software.

As a trusted Salesforce partner, we're committed to bringing best-in-class document experiences to all Salesforce users, which is why we offer both a high-code, fully customizable solution, and a grab-and-go, no code solution. During the session we’ll cover both and help you explore the best option for your needs.

In this session we’ll go over how to:
Optimize document management inside Salesforce
Enhance workflows to review, approve, comment, sign and collaborate on virtually any file type (including video)
Save time and effort by creating quotes, proposals, contracts, invoices, customer communications or marketing materials by automatically populating templates with Salesforce data

Take a tour through an advanced CI/CD process optimized for Happy Soup workflows. No unlocked packages in sight!

Come learn strategies for quickly evaluating changes by running in sandboxes, scratch orgs, or both. Understand how we setup environments so you can see and test changes before they are approved. See the process around "Desired State Deployments" that compares the source metadata to the target org and dynamically decides what metadata to deploy to bring the org to conform. Experience how we shard Apex tests across multiple orgs to speed up overall runtime so we can run all of our tests on every change.

Reporting on performance is a key attribute of any organization. For more complex KPIs we will need to create a more customized solution than what the out of the box options provide. If your organization evaluates sales reps on benchmarks in addition to revenue, such as new logos per quarter or meetings per month, this session is for you. In this presentation you will learn how to develop the data model, build automation to track attainment, create custom report types for accurate measurement and present visualizations in a dashboard.