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Drupal-Salesforce Users Group Meeting

Thursday, July 23, 2015 (All day)
Baltimore, MD

The annual in-person meeting of the Drupal-Salesforce Platform Partners Group following the Forum's Conference.

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Agenda

Thursday, July 23rd, 2:30 PM - 6:00 PM

Athens North

  • 2:30 Looking Toward Drupal 8 (Sean Larkin, ThinkShout)
  • 3:15 Latest Trends in Usability (Sean Larkin)
  • 4:00 Break
  • 4:15 Using Google Analytics to Improve Communications (Sean Larkin)
  • 4:30 Rules and System Generated Emails (Sean Larkin)
  • 4:45 MOA Discussion
  • 5:45 Review of 2.7.X Key Features and Knowledgebase (Val Rozanksy and Dan Brady)
Friday, July 24th, 9 AM - 5 PM

Athens North

  • 9:00 Best Custom Report Recipes (Sarah Geis)
  • 9:30 Email Newsletter Integration with Salesforce (Sarah Geis and Allyson Goldhagen)
  • 10:00 Event Registration Best Practices (Drupal and Salesforce, Bill Corkill and Sarah Geis) (45 minutes)

Registering Non-members
Registering multiple users
Email Notifications

  • 10:45 Managing Duplicate Contacts (Drupal and Salesforce, Bill Corkill) (15 minutes)
  • 11:00 Process Builder and Visual Workflow (Adrienne Clay, Kim Snipes, and Allyson Goldhagen)
  • 12:00 Lunch Break
  • 1:00 Engagements

DEMO – Email to Engagements (EMILY)
DISCUSSION – Calculating an Engagement Score

CMF SF reports and Excel work (BILL)
PNY Member Profiles (ALLYSON)
CNJG Dashboards (CRAIG)

DISCUSSION – Next Steps (KIM)

What changes to the package have we heard/talked about
Prioritize changes
Ask for volunteers to help write a summary doc/light spec to share with North Peak

  • 3:00 Creating Consultant Directory Feature (Emily Baron and Val Rozansky)
  • 4:30 Individual consultations

Guest Speaker Sean Larkin, CEO, ThinkShout

Sean Larkin is the CEO and co-owner of ThinkShout, a nationally recognized leader in web application development for nonprofits. Sean leads ThinkShout's strategy and user experience team, helping clients communicate their vision and engage stakeholders more effectively on the web.

He brings over twelve years of diverse leadership and technical consulting experience to ThinkShout. He has been working with the best and brightest software engineers and designers in the Drupal community for the past eight years. He has led national community organizing initiatives and international relief projects, served as a fundraising strategist for environmental groups worldwide, and ran two open source software consultancies specializing in Drupal development. He holds a masters of public administration from Syracuse University's Maxwell School.

Optional Group Dinner

We hope you'll join us for an informal dinner at Forno Restaurant and Wine Bar at 7:30 on Thursday, July 23rd. After the celebratory end of the Forum's Annual Conference and our first exciting day of the Drupal-Salesforce Users Group Meeting, this event will offer you a chance to relax and get to know you colleagues from across the country.