Dreamforce 2015

Dreamforce Heller Nonprofit Salesforce Foundation

Over 130,000 people are expected to attend Salesforce.com’s spectacular Dreamforce conference this year and Heller Consulting Team will be front and center in the Foundation Zone again. As partners with the Salesforce Foundation, we have a deep understanding of current fundraising and program management strategies and the tools required to implement them in the most effective ways. Join us to discuss your organization’s strategies and goals.

Where we’ll be:

Dreamforce Foundation Zone for Nonprofits
San Francisco Marriott Marquis – map
Foundation Zone Booth #10 in the center of the room

Sessions by Team Heller

Taking Flow to the Next Level with Just Enough Code

Wednesday, September 16, 10:00 – 10:30
Moscone West, Inspiration Theater

Join us as we cover some of the roadblocks that many admins face when implementing a Flow, and how to overcome them using a bit of code. We will cover passing data to the Flow, modifying styling of the Flow interface using Visualforce, changing the finish location using Apex, and discuss adding attachments within a Flow using Apex and Javascript. We’ll provide admins and beginning developers with “just enough” code to get them past these common roadblocks to make their Flows stellar. No programming experience necessary, but participants should be familiar with building a Flow as that will not be covered in this session. LINK

The Connected (Healthcare) Nonprofit: Enabling Improved Patient Service

Wednesday, September 16, 11:00 – 11:40
San Francisco Marriott Marquis Hotel, Yerba Buena Salon 13-15

The Leukemia and Lymphoma Society and Easter Seals Bay Area are improving the lives of countless families in tough circumstances. Learn how Salesforce helps them do it. Heller client LLS chose Salesforce less than a year ago as a flexible platform delivered as a service that’s already become core to the the organization’s long-term technology and business strategy. For ESBA, referrals and customer demographic data for all health services are managed in the system, and they’re integrating with payors and other partners, and have even built their first mobile app on the platform. LINK

Designing Constituent Engagement Journeys to Boost Conversion

Wednesday, September 16, 4:30 – 4:50pm
San Francisco Marriott Marquis Hotel, Yerba Buena Salon 7

After all that work you put into your peer-to-peer or friend-raising event, it’s easy to let your engagement with top donors fizzle after the big event is over, despite your best efforts. In this session, you’ll see how a leading nonprofit organization uses a robust multi-channel communications strategy to keep donor relationships meaningful, online and off. Hear best practices for designing engagement plans that keep donors connected and engaged well after the event, so that they’re ready to leap into action when the next big fundraising opportunity rolls around. LINK

Non-Tech Skills Every Admin Hero Needs

Thursday, September 17, 1:30 – 1:50
Moscone West, Admin Theater Zone

Often, the difference between feeling like an #AdminHero instead of an Admin Zero, is the ability to navigate the interpersonal and business challenges that live beyond the Setup menu. Join us to hear from a seasoned Salesforce Admin on the ‘softer side’ of being a Salesforce Admin. You’ll learn strategies for overcoming common pain points, such as gaining consensus among difficult stakeholders, translating high-tech concepts for low-tech users, and turning your opponents into allies (because we all have that one user!). You’ll walk away with new concepts, ideas, and hands-on resources to catapult you to #AwesomeAdmin greatness! LINK

Hands-on Training by MVPs: Building Advanced Reports for Nonprofit Admins

Friday, September 18, 12:00 – 12:30
Hilton San Francisco Union Square Hotel, Imperial Ballroom A

Reports in Salesforce allow Admins to bucket data as well as make sophisticated reports to display data across objects. Join us to discuss the most common reporting scenarios that nonprofits face, and how to solve them using custom report types, bucket fields, custom summary fields, and advanced report filters. We will include a tour of some complex reports included with the NPSP and how to extend the functionality of these reports. You should have a basic understanding of report functionality as well as understand object relationships to fully participate in this session. LINK

Dreamforce Survival Guide

Need help navigating Dreamforce? We’ve gathered everything you need into our Dreamforce Survival post, including local coffee shops, transportation wifi, places to grab happy hour, and much more.

 

About the author

Team Heller

Heller Consulting has been helping nonprofits establish and improve their communications, fundraising and mission management systems for 18 years. Our distinctive methodology comes from our hands-on experience with the technology AND strategies utilized by today’s successful nonprofits to build rewarding constituent relationships.

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