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Must-See Silverline Sessions at Dreamforce 2019

Dreamforce

Dreamforce is almost here! We’re proud to have several speakers across healthcare, financial services, MuleSoft, Einstein Analytics, myTrailhead, and beyond. Below we’ve outlined all of the Silverline sessions taking place at #DF19, organized by date and time. Want to set a meeting or see where Silverline will be during the event? Check out our Dreamforce page for more information.

Tuesday, November 19th:

 

Drive Business Value with Sales Metrics that Matter

Speaker: Lizz Hellinga

Time: Tuesday, November 19 | 8:30 AM – 9:10 AM

Location: Marriott Marquis, Yerba Buena Salon 14-15

Description: Your Reports & Dashboards should represent exactly what your business needs to maximize its potential, and should satisfy every layer of your sales organization. Join our small group discussion to learn how to create reliable reports and dashboards using metrics that make sense for your business objectives. We will discuss best practices for identifying, creating, managing, and assigning metrics so everyone on your team can make better decisions. Circles of Success are small group roundtables hosted by Salesforce experts focused on adoption-related topics around best practices, common use cases and the execution of specific deliverables for business objectives. They are first-come, first-serve and have limited capacity.

 

Engaging Brokers and Agents with Insurance Companies

Speaker: Danielle Laffey

Time: Tuesday, November 19 | 4:00 PM – 4:40 PM

Location: Marriott Marquis, Yerba Buena Salon 13

Description: In this interactive, roundtable discussion with fellow customers, we will discuss best practices for engaging with Insurance Brokers and Agents. We will also cover how to face challenges when engaging with the Broker and Agent communities. Remember, this is an interactive discussion so please bring your thoughts and perspectives. Circles of Success are small group roundtables hosted by Salesforce experts focused on adoption-related topics around best practices, common use cases and the execution of specific deliverables for business objectives. They are first-come, first-serve and have limited capacity.

 

Wednesday, November 20th:

 

Who Sees What and Why: Record Access

Speaker: Chris Hoffmeyer

Time: Wednesday, November 20 | 11:30 AM – 12:10 PM

Location: Moscone West, Room 2022

Description: Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access that they don’t. In this session, we will cover how you can leverage Salesforce Record Access feature to ensure you can configure the most complex security models using clicks and not code. After this session, you will be a record access guru.

 

Develop Your myTrailhead Consulting Practice

Speaker: Lizz Hellinga

Time: Wednesday, November 20 | 1:00 PM – 1:40 PM

Location: Park Central, Franciscan I

Description: Are your customers looking to skill and reskill teams at scale, boost productivity, and drive adoption? If yes, myTrailhead can help with providing the tools to create a culture of learning and you can help with driving success of their launch! In this session, you’ll learn about two paths for growing your myTrailhead practice – content creation and implementation. Join us for best practices getting your practice going and hear about a partner success story.

 

Thursday, November 21st:

 

5 Tricks to Wrangle Your Datasets in Einstein Analytics

Speaker: Brian Waterson

Time: Thursday, November 21 | 8:00 AM – 8:40 AM |

Location: Hilton Union Square, Plaza Ballroom A (Lobby Level)

Description: Einstein Analytics makes it easy for users to create datasets to drive their data needs, but over time the available datasets can start to feel overwhelming. This makes it challenging for people to quickly find the right dataset or to have confidence in the reporting data. However, with some simple housekeeping rules, the Einstein Analytics admin can easily gain control of the situation and help team members with their analytics needs. In this session Salesforce admins will come away with a handful of easily-implemented tips to gain control of their datasets, allowing users to focus their attention on building out dashboards for their business.

 

Build and Test your CRM API with MuleSoft

Speaker: Gean Martinez

Time: Thursday, November 21 | 8:30 AM- 8:50 AM

Location: Moscone West, Developer Theater

Description: Your organization wants to implement APIs, but are you ready? Let’s take a CRM API use case and use Design Center and RAML to design an API, implement it using Anypoint Studio and perform integration testing. This talk will take you through the entire end to end process so you can get started with APIs and develop a roadmap that ensures incremental value and success.

 

3 Critical Steps to Facilitating a Successful Move to Lightning

Speakers: Zach Baker and Paula Cervoni

Time: Thursday, November 21 | 10:30 AM – 10:50 AM |

Location: Moscone West, Admin Theater

Description: For businesses (and their awesome admins!) that have heavily invested in Salesforce, the move from Classic to Lightning can be daunting, and frankly, scary. In order to keep (and hopefully dramatically increase) end-user and executive engagement, you need to create alignment and plan your migration with thoughtfulness. In this session you’ll learn the 3 most critical steps to take to facilitate a successful move to Lightning.

 

Streamlining Loan Cycles with APIs and Financial Services Cloud

Speaker: Gean Martinez

Time: Thursday, November 21 | 10:30 AM – 10:50 AM |

Location: Moscone West, MuleSoft Integration Theater

Description: Leverage the power of Salesforce Financial Services Cloud and MuleSoft to accelerate your lead-to-loan cycles and embrace the digital-first lending future. Optimize your existing processes by reducing duplicate data entry and eliminating point-to-point integrations. Accept quality Loan Applications from your Loan Officers, Partners, Agents, Borrowers and expand your Sales potential.

 

Painless Patient Referral Intake and Management Using API Led and Health Cloud

Speaker: Gean Martinez

Time: Thursday, November 21 | 11:00 AM – 11:20 AM

Location: Moscone West, MuleSoft Integration Theater

Description: Combine MuleSoft and Salesforce Health Cloud to consume referrals into work queues to be managed proactively. Learn how you can receive referrals from multiple sources (fax, email, phone/direct entry, integration) in a highly scalable method which will allow quicker source expansion and growth. Orchestrate complex routing, varying actions on referral ingestion such as sending the referral to multiple internal systems. Embrace the digital age as referrals can be submitted from legacy apps, secure apps, mobile apps, IoT devices and wearables.

 

Best Practices for Building a Salesforce Consulting Business

Speaker: Andrew Tindel, Principal, Pamlico Capital

Time: Thursday, November 21 | 11:00 AM – 11:40 AM

Location: Park Central, Franciscan I

Description: It can be hard to make decisions on where to invest and grow your business. In this session, you’ll hear from experts and partners sharing their insights on where to invest in order to build a Salesforce practice. Topics will range from how to build out your staffing model, to your operating model and more.

 

Insurance Trailblazer Community Networking Lunch (Registration Required)

Speaker: Danielle Laffey

Time:Thursday, November 21 | 12:00 PM

Location: Black Hammer Brewing

Description: Join Danielle Laffey and the Salesforce for Insurance Product team members for a meet and greet, Q & A, and information about the Insurance community. Stop by to say hello to your fellow Insurance Trailblazers! Lunch will be provided, but RSVP is required.

 

Salesforce Acquisitions and How Partners Can Benefit

Speaker: Gireesh Sonnad

Time: Thursday, November 21 | 12:00 PM – 12:40 PM

Location: Park Central, Stanford

Description: M&A Leadership for Industries & Partners will host an executive panel from our recent acquisitions. The panel will discuss how partners contribute to successful acquisitions and what partners should expect going forward, including resources available to partners to drive partner success as we continue to embark on these M&A journeys.

 

Transform Your Employee Onboarding Experience with myTrailhead

Speaker: Sarah Risen Robertson

Time: Thursday, November 21 | 1:30 PM – 1:50 PM

Location: Moscone South, Campground | Theater 2

Description: Are you looking to cultivate company culture and skill up your employees faster? Join us to hear how Silverline uses myTrailhead to empower their growing remote workforce and make them feel connected with the company from day one. You’ll see a live demo and learn how Silverline reduced costs, deflected questions and scaled employee onboarding with myTrailhead.

 

Stand Out in the Consulting Partner Program

Speaker: Kai Hsiung

Time: Thursday, November 21 | 2:00 PM – 2:40 PM

Location: Park Central, MaSo B – CoS

Description: Circles of Success for Partners are interactive group roundtables hosted by Salesforce experts. Are you a Consulting partner, excited by the opportunities of a rapidly expanding Salesforce market, but unsure where to focus your efforts for the greatest growth, success, and profits? Join Partner Program expert, Matt Morris, and partners to discuss their strategy to build a first-class partnership with Salesforce. Partners will share their success, challenges and how they overcame, and much more! Please keep in mind, Circles of Success for Partners are first come, first served and are for Salesforce partners only.

 

Better Together: How ISVs and SIs Can Deliver Maximum Value

Speaker: Kai Hsiung

Time: Thursday, November 21 | 3:00 PM – 3:40 PM

Location: Park Central, Franciscan I

Description: When they join forces, SIs and ISVs can deliver amazing solutions. Join us for a panel session featuring seasoned SI and ISV executives and learn first hand best practices to engage, align, and go to market together.

 

Leverage the Salesforce Partner Ecosystem

Speaker: Anjella Crowe

Time: Thursday, November 21 | 4:00 PM – 4:40 PM |

Location: Park Central, Pod 1

Description:Circles of Success for Partners are interactive group roundtables hosted by Salesforce experts. Whether you are a new partner or have been a partner for a while, this is the perfect Circles of Success session to learn from other’s mistakes. One of the key pillars of Salesforce is the vast partner ecosystem, but with more and more partners in the ecosystem, it becomes difficult to identify the right partner to do business with. Learn tips and tricks from the ISV Technical team to expand your Salesforce partnership to make the journey from consulting jungle to the product mountain top. Hear from ISV partners that have built relationships with Consulting partners to help with the enablement of their product. Please keep in mind, Circles of Success for Partners are first come, first served and are for Salesforce partners only

 

Friday, November 22nd:

 

3 Critical Steps to Facilitating a Successful Move to Lightning: Session 2

Speakers: Zach Baker and Paula Cervoni

Time: Friday, November 22 | 10:30 AM – 10:50 AM |

Location: Moscone West, Admin Theater

Description: For businesses (and their awesome admins!) that have heavily invested in Salesforce, the move from Classic to Lightning can be daunting, and frankly, scary. In order to keep (and hopefully dramatically increase) end-user and executive engagement, you need to create alignment and plan your migration with thoughtfulness. In this session you’ll learn the 3 most critical steps to take to facilitate a successful move to Lightning.

 

Be sure to follow Silverline on social media at @silverlinecrm to keep up with #DF19 in real time.

Join us at Dreamforce 2019

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