Girlforce Skill Share: Formulas!
Skill Share Details
Girlforce members Kari Bryan (Texas A&M University-Commerce), Beth Howard (Celedon Partners), Michelle Regal (Now IT Matters), and Meredith Salget (Celedon Partners) have come together to bring you a special Skill Share on Salesforce Formulas taking place on July 12th, 2016 from 7pm to 8:30pm CST.
Agenda
- How familiar are you with Salesforce Formulas? (POLL REVIEW)
- Where can Formulas be used?
- Common issues encountered with Formulas (LIVE DEMO)
- Formula Examples (LIVE DEMO)
- Power of One
- Using ISPICKVAL() and ISBLANK() in a Validation Rule
- Using ISBLANK() in a Checkbox formula for verifying a value has been populated in a lookup field
- And many, many more!
- How can I learn more about Formulas?
- People to Follow on the Power of US Hub
Presenters
Kari Bryan Strategic Enrollment Analyst/Certified Salesforce Administrator, Texas A&M University – Commerce
Corinth, TX
Before coming to Texas A&M University-Commerce (2012), Kari worked at NASA’s Jet Propulsion Laboratory as a PLM Enterprise Help Desk Lead, PLM Enterprise Product Lead, Quality Assurance Software Engineer and Enterprise Business Systems Analyst (to name a few). She also worked on the Mars Science Laboratory which made its successful landing on the surface of Mars in August 2012.
Kari’s current role at A&M-Commerce focuses on the areas of Strategic Enrollment under Student Access & Success. Kari looks to identify issues related to process, software, and training inefficiencies in the Recruitment and Enrollment funnels and work to resolve them creatively. Kari also plays the role of “IT liaison/Concierge” to the entire Student Access & Success Division as well as Provost Office and works with external vendors for implementations of an Enterprise nature.
Kari is a Member of the Girlforce Leadership Team, Founder of TheBookShelf group (Power of US Hub), and a Member of the Salesforce.org Higher Education Advisory Council.
Beth Howard Salesforce Consultant, Celedon Partners
Seattle, WA
I’m a Salesforce Certified Administrator with experience in both non-profit and for-profit orgs. I’m currently working as a Business Analyst for a consulting firm called Celedon Partners; previously, I was the Database & Analytics Administrator for an international non-profit with about 30 users across 6 countries, 6 currencies and eight time zones.
When I’m not messing around with Salesforce, I like travel, yoga, cycling and reading.
Michelle Regal Senior Consultant, Now IT Matters
Biloxi, MS
Michelle is a Senior Consultant at Now IT Matters and a Certified Administrator and Developer.
Previously, she administered the Eloqua and Salesforce databases for PBS and provided support to PBS member stations on implementing a custom Visualforce donation page. Before joining PBS, she was a Program Manager at BRAC USA for more than four years, during which she provided marketing support and built an online, social media and traditional media strategy for the largest NGO in the world. Additionally, she’s implemented and maintained a several Salesforce and other CRM databases and developed multi-channel donor acquisition and retention strategies. Michelle has an MBA from the Stern School of Business at NYU.
Meredith Salget Senior Salesforce Consultant, Celedon Partners
Seattle, WA
I’ve been working with Salesforce for over 6 years. I’ve got 4 Salesforce certifications, but working on two more!
I was introduced to Salesforce while working with the Census Bureau for the Decennial on their Operations team in 2009. Since then, I’ve worked with the application from many different angles including Sales Operations, Marketing Operations, IT, and most recently as a Consultant. I’ve been involved in most aspects of building and supporting the application, including administration, light development, design, test, lifecycle management, build and release management, scrum master, project management, etc.
In my spare time, you can find me performing with the Seattle Women’s Choir, attending the Seattle International Film Festival, or chilling with my cats!