Salesforce Platform Workshop-in-a-box
Everything You Need to Host Your Own Hands-On Workshop
Teaching Anyone How to Leverage the Power of the Salesforce Platform is as Easy as 1, 2, 3
The Salesforce Platform Workshop-in-a-Box gives you all the tools and resources you need to take these hands-on workshops and teach them within your own community. Each workshop is designed to take just 30-minutes, so they can be easily run in User Group Meetings, lunch-and-learns, community-led events, and beyond!
Step 1: Skill-Up for Your Workshop
In just 35 minutes, the Trailhead Workshop Basics module, brought to you by BAM!, will teach you everything you need to know about how to be a multiplier and run a successful learning event, from set up to follow up.
Step 2: Plan and Prepare for Your Workshop
Choose from the available workshops below. Review the pre-workshop checklist attached to each guide, and check out the train the trainer video (available for some workshops) to learn workshop best practices and tips and tricks from an expert workshop leader.
SEE WORKSHOP CATALOG BELOW ▾
Step 3. Get Salesforce Swag and Support
We're here to help! You can request swag* for your workshop (of 5+ attendees) using the link below. If you have any questions or concerns before or after your workshop, please don't hesitate to reach out to workshopinabox@salesforce.com.
* Swag is currently only available for shipping within the U.S.
Workshop Catalog
Explore available workshops below. Each comes with a step-by-step guide, and some also include a training video led by one of our product experts.
Platform
How to Blitz Your Backlog with Low Code
With today's rapid pace of change, the demands on technology leaders keep increasing. Companies often look to solve the influx of requests from the business with code, but there's an alternative: low code. Join this workshop to build a working enterprise application in one sitting without writing a line of code. Explore the possibilities of the Salesforce Platform and learn how to empower your organization to blitz your backlog of apps with skills they have.
How to Automate Business Processes with Process Builder
As organizations look to rapidly digitize more processes, successfully automating those processes is the key to success. Join this fun 30-minute workshop on Process Builder where you'll learn how to take repetitive tasks off your team's plate. You will automate a process that keeps your data cleaner, keeps everyone informed, and allows people to focus on the most important work.
Make Salesforce Your Back-Office Agility Layer
Need to bring together customer data from SAP, Oracle, SharePoint, and others to create connected experiences? Try this workshop for a 30-minute dive into unlocking the most valuable data for your customers and building an agility layer in Salesforce with simple point-and-click tools.
Change Data Capture (CDC)
Salesforce has enabled a bunch of new features for event-driven architectures. During this workshop, we'll activate change data capture and use change events in three different scenarios: reactive Salesforce UIs, asynchronous triggers, and apps running outside of Salesforce.
How to Develop Engaging Consumer Apps with CRM Data
Creating truly engaging digital experiences for customers has never been more important. Too often, though, consumer apps are siloed from where your customer data lives: your CRM. Join this workshop to learn how to integrate data from Salesforce with a customized Heroku app. See how Heroku Connect can sync contact information updates between a user's app and a Salesforce account, automatically synchronizing data changes between Salesforce and Heroku so developers can focus on app development.
How to Automate Business Processes with Flow Builder
As organizations look to rapidly digitize more processes, successfully automating those processes is becoming the key to success. Join this workshop to learn how to use the point-and-click tool Flow Builder to model process logic, integrate external systems using External Services, create visual experiences with built-in screen components, and launch the process at the most ideal user touchpoint. This is an intermediate workshop where experience with Salesforce Process Builder is recommended.
How to Strengthen Your Data Governance with Data Mask
Protecting your customers data while empowering remote development teams is more important than ever. Salesforce's newest product, Data Mask, lets you easily and safely provide realistic test data for developers and testers in your sandbox, while not exposing sensitive customer information. This workshop gets you hands on with Data Mask, where you'll learn how to setup, build, and run Data Mask.
How to Strengthen Your Data Governance with Event Monitoring
In these times of change, it is important to create a strong governance and privacy strategy to keep customer data secure. As more employees work from home, monitoring user behavior and preventing data loss becomes critical. In this workshop, you will learn how to get real time visibility into performance, adoption and security of your Salesforce environment. You will also learn how to apply security policies to respond to events in real time and take action against internal threats.
How to Roll Out a Modern Employee Helpdesk
Empowering your employees to find answers to their work-related questions is crucial. Salesforce is known for helping companies provide customer support with tools like Service Cloud, but did you know you can use the Platform to also support your employees? Join this workshop to learn how to quickly roll out a modern employee helpdesk so every employee in your organization can find answers to their questions through knowledge articles and an elegant ticketing system.
Enable Your Remote Teams with Notifications On the Go
In this digital transformation world, being able to make decisions quickly and in a timely manner is a must. Through the power low code users are able to respond and act accordingly no matter the channel, Desktop or Mobile. This workshop is for medium to advanced admins, to get hands on with, Custom Notifications and Process Builder.
Lightning Adoption
Elevate the Opportunity Workspace with Lightning Experience Features
Learn how to take advantage of the layouts and app builder to get the most out of Sales Cloud Lightning. Get on the fast track to configuring the Opportunity Workspace in creative new ways with standard components like Path and take advantage of key capabilities to make your workspace dynamic.
Tailor Your Case View with Lightning Experience Features
Learn how to take advantage of the layouts and app builder to get the most out of Service Cloud Lightning. Get on the fast track to configuring the Case Workspace in creative new ways with standard components like Path and take advantage of key capabilities to make your workspace dynamic and more productive with Actions.
Track Anything in Salesforce with Lightning Reports and Dashboards
Reports and dashboards in Lightning are better than ever. This 30-minute hands-on workshop will walk you through the new UI and new, only-in-Lightning features.
Boost Productivity with Quick Actions
Learn new ways in which you can incorporate Quick Actions in Lightning to drive productivity updating records, creating multiple records at one time and updating Global Actions to save your users time and clicks.
Boost Productivity with Console Apps
In this workshop, you will get hands on with a Console App and learn how to maximize user productivity through features like Console navigation, Quick Text and Macros.
Move JavaScript Buttons and Actions with the Lightning Configuration Converter
JavaScript Buttons is one area that needs to be addressed prior to moving to Lightning Experience. Come discover the Lightning Configuration Converter to understand the manual and automated ways in which you should replace your JavaScript Buttons.
Lightning Experience Is Here, What Now?
Learn how to make simple updates to your Salesforce org to make Lightning Experience more than an new UI for your users.
Improve Adoption with User Engagement Platform Tools
Use the new User Engagement platform to engage and encourage your users to stay in Lightning Experience.
Einstein
Add AI Predictions to Your Custom Objects with Einstein Prediction Builder
Want to use the power of Einstein in your custom apps? Learn how to take your current objects and data in Salesforce and build predictions based on them. No code or data science experience required.