Explore standard agent actions, including Query Records, Identify Record by Name, and Summarize Records, before learning how to create custom actions that expand agent capabilities. Please note: This workshop follows a BYOD (Bring Your Own Device) policy. Participants must bring their own laptops, as these will not be provided.

Introduction - Who Are Enclude?
The Challenge – Technology Barriers for Charities
Charities often rely on bespoke systems that can become difficult to maintain over time. Common challenges include:
High Costs, Time Constraints, Limited Resources & Expertise, Future Uncertainty, Empowering Charities with Purpose-Built Solutions
To address these challenges, Enclude supports non-profits by providing tailored technology solutions designed for impact. Our accelerator packages offer:
- Faster implementation, allowing organizations to get up and running quickly.
- Cost-effective solutions, ensuring that more funding goes toward frontline services.
- Scalable technology, enabling organizations to grow and adapt without technical roadblocks.
Real-World Impact
Many charities have already transformed their operations with Enclude’s solutions. For example:
eStart has helped small charities streamline operations and improve service delivery.
eService enables organizations to manage casework and program data securely and efficiently.
What’s Next? The non-profit sector is constantly evolving, and so is the technology that supports it. Join us as we explore how digital solutions can empower charities to work smarter, not harder.
Product Demonstration

- Importance of AI literacy for graduates entering business or doing part tie study whilst in a job
AI in Business Academia & current integration in curricula
- Institutional, student & staff (un)preparedness for AI
- Challenges in AI education and linkage with business outside college
Case Studies - experiential learning, project based approaches showing some successful AI integration examples
- Future Outlook
- Emerging trends in AI business education
- Q&A Session

- Introduction
- Modularity
- Coupling
- Cohesion
- Deep Modules
- Guidelines for When to Keep Things Together or Apart

- Importance of data governance planning
- Defining data quality
- Architecting your app
- Reporting, monitoring and improving data quality 

- Using Basic Math to simplify Complex Formulas
- Using the TEXT Function to unlock Picklist Fields
- Using a Checkbox to test Formula Logic
- The Hidden Magic of the Opportunity Stage Field
- The Greatest Formula Ever Written

- Understanding Architecture Anti-Patterns
- Common Architecture Anti-Patterns
- Strategies for Avoidance
- Real-World Case Studies
- Q&A and Open Discussion

1. Introduction: Issue of unused Salesforce Managed Packages.
2. Understanding Salesforce Package Usage Logs.
3. Demonstration: Using logs to identify underused packages.
4. Identifying Value: Determining valuable packages.
5. Cost-Saving Strategies: Spotting underused packages.
6. Conclusion: Making smarter decisions.
7. Q&A: Addressing audience queries.

1. Introduction (2 mins): Importance of team dynamics, with a personal perspective.
2. Challenges in Cohesion (5 mins): Examples of misaligned teams and how they impact projects.
3. Building Trust & Alignment (7 mins): Sharing actionable strategies from successful projects.
4. Real-Life Example (3 mins): How cohesive teamwork led to Salesforce project success.
5. Q&A (3 mins): Open discussion for the audience to share insights and ask questions.

1. Intro to Soar, what we do and why we needed a customizable platform.
2. Examples of custom objects that we have built - 'Workshops', 'Facilitators', 'Debrief Form' etc and how they were built using screenshots on slides to show the building process e.g. what fields were added in, what the page layout looks like, who needs permission or access to these.
3. How using these Custom Objects has helped our org to centralize our data and keep it safe.

Traditional discovery methods are no longer enough in today's fast-paced consulting world. This talk explores how AI enhances consultants’ ability to gather insights, streamline discovery, and improve stakeholder management. Through real-world examples, you'll see how AI speeds up information gathering, uncovers hidden patterns, and refines requirement gathering. Whether you're a seasoned consultant or just starting out, you'll gain practical strategies to integrate AI into your workflow and stay ahead in the evolving consulting landscape.

Introduction: Why Marketing Automation Matters for Non-Profits
Challenges in Non-Profit Marketing: Common barriers and inefficiencies
The Framework: Key pillars of an effective marketing automation strategy
Step-by-Step Implementation: Tools, workflows, and best practices
Real-Life Case Study: Success story from a non-profit organization
Q&A and Key Takeaways: Addressing audience questions and actionable insights

During the session, we will explore the plethora of tasks that you need to do as a Salesforce Administrator to pro-actively manage the system.
We will cover the four key roles of:
- Data Management - to keep data clean
- System Management - to keep the system healthy
- Security Management - to keep data secure
- Roadmap Management - to maxmise the ROI
To give you a Plan of Action grab your copy of the new book 'Become a Super Salesforce Admin'!

- Intro to Extensions; what they are, what they can do and why you might want to build one.
- Intro to our use case
- Demo - building the features of our extension from Hello World to publishing
- Summary
- Resources

Introduction: Overview of Complex Template Expressions and their benefits in LWC development.
Basics: What they are, their advantages over getters, and simplifying dynamic UI handling.
Implementation: Syntax, practical examples, and a demo showcasing real-world use cases.
Limitations & Best Practices: Performance considerations, when to use them, and common pitfalls.
Closing: Future outlook, GA roadmap, and participant Q&A.

Introduction (speakers and project)
Business Objective
Architectural & Implementation Insight
Technical Challenges
2025 Roadmap 
Wrap-up with Q&A

Details to follow

Details to follow

1. What is a Lightning Message Channel?
2. Why should I use Lightning Message Channels?
3. Use Cases
4. Creating a Lightning Message Channel
5. Publishing a Message
6. Subscribing/Unsubscribing from a Channel
7. Caveats

- Overview of Agentforce vs. existing Service Cloud AI tools (Emphasis on affordability and immediate impact)
- Present some Generative and Predictive AI features for Service cloud
- Highlight admin-friendly configurations.
- Tips to get started immediately and see ROI quickly.

1. Use case introduction & Brief
2. Hands-on workshop
(Hands-on part 1, status meeting, hands-on part 2, read out)
3. Wrap up and key takeaways

The aim of this session will be to provide some honest insights on how to implement Beaufort12's MailChimp for Salesforce application. This app replaces the historic MailChimp for Salesforce app (known as MC4SF). In this session, I'll provide an overview of the app, along with some of the key takeaways on implementing the application in a Nonprofit context. I'll aim to cover items such as where organisations might benefit from including Flows to fill in gaps around reporting and other learnings.

- Introduction
- Scene setting An overview of the database
- The suspects
- The means
- The motive
- The opportunity
- Bringing it all together
- Cracking the case!
- Summary of what SOQL we have earned

Explore standard agent actions, including Query Records, Identify Record by Name, and Summarize Records, before learning how to create custom actions that expand agent capabilities. Please note: This workshop follows a BYOD (Bring Your Own Device) policy. Participants must bring their own laptops, as these will not be provided.

What is Dynamic components, and performances implications

- Intro
- How Deployments are done with change sets (And why they aren't good)
- Using git & GitHub to store and manage code
- Breakdown of SF CLI commands
- Using SF CLI in a Github Action
- Audience Questions

1. Intro about me
2. Common nonprofit admin challenges:
  2a. Reporting: tools and validation for data quality
  2b. Development: sandboxes, deployment trackers, development process and testing
  2c. Troubleshooting: system knowledge, forums, peers and reporting issues
3. Tools/features to enhance nonprofit orgs with capabilities for fundraising, programs, grants and volunteer management

We will explore different automation strategies in Salesforce, starting with the basics of automation types and their importance in balancing performance, scalability, and maintainability. We’ll cover the nuances between record-triggered flows and Apex triggers, delve into the impact of automation tools like Process Builder and Workflow Rules being retired, and discuss when high-performance batch processing and asynchronous processing is crucial. We’ll also look into automation scenarios involving bulk operations, and cross-object CRUD. Finally, we’ll conclude by highlighting best practices and industry guidelines, ensuring you leave with a clear understanding of when to leverage each automation tool effectively.

1. Use case introduction & Brief
2. Hands-on workshop
(Hands-on part 1, status meeting, hands-on part 2, read out)
3. Wrap up and key takeaways

1- Speaker presentation
2- SFDX Data Move Utility introduction
3- Setting up the environment
4- Real-time demo in which I will show how to use SFDMU to fill out Salesforce orgs with records imported from another org or CSV files
5- Additional information
6- Questions & answers

Guide you through the (5) different levels of DevOps maturity in Salesforce projects.?
Understanding where your project stands in its DevOps journey.?
Identifying the business benefits at each level.?
Exploring the technical and process improvements needed to move to the next level.?
Learn how to assess your current DevOps maturity.?
Discover actionable steps to optimize your DevOps processes.?
Understand the impact on business outcomes, team efficiency, and governance.

1. Why security is important
2. Why a permission set security model is best practice
3. How to build a permission set security model
4. The new tools we have to aid us with user access management

Agents as the future of Business App Dev?
Agents before AgentForce (Custom DIY Agents using OpenAI, AWS)
Agents with AgentForce (How it all got so easy)
Hands on Building / Configuring an Agent
Pitfalls and Recommendations
QA

Explore standard agent actions, including Query Records, Identify Record by Name, and Summarize Records, before learning how to create custom actions that expand agent capabilities. Please note: This workshop follows a BYOD (Bring Your Own Device) policy. Participants must bring their own laptops, as these will not be provided.

- Using Basic Math to simplify Complex Formulas
- Using the TEXT Function to unlock Picklist Fields
- Using a Checkbox to test Formula Logic
- The Hidden Magic of the Opportunity Stage Field
- The Greatest Formula Ever Written

1. Introduction: Issue of unused Salesforce Managed Packages.
2. Understanding Salesforce Package Usage Logs.
3. Demonstration: Using logs to identify underused packages.
4. Identifying Value: Determining valuable packages.
5. Cost-Saving Strategies: Spotting underused packages.
6. Conclusion: Making smarter decisions.
7. Q&A: Addressing audience queries.

Traditional discovery methods are no longer enough in today's fast-paced consulting world. This talk explores how AI enhances consultants’ ability to gather insights, streamline discovery, and improve stakeholder management. Through real-world examples, you'll see how AI speeds up information gathering, uncovers hidden patterns, and refines requirement gathering. Whether you're a seasoned consultant or just starting out, you'll gain practical strategies to integrate AI into your workflow and stay ahead in the evolving consulting landscape.

During the session, we will explore the plethora of tasks that you need to do as a Salesforce Administrator to pro-actively manage the system.
We will cover the four key roles of:
- Data Management - to keep data clean
- System Management - to keep the system healthy
- Security Management - to keep data secure
- Roadmap Management - to maxmise the ROI
To give you a Plan of Action grab your copy of the new book 'Become a Super Salesforce Admin'!

- Overview of Agentforce vs. existing Service Cloud AI tools (Emphasis on affordability and immediate impact)
- Present some Generative and Predictive AI features for Service cloud
- Highlight admin-friendly configurations.
- Tips to get started immediately and see ROI quickly.

- Introduction
- Scene setting An overview of the database
- The suspects
- The means
- The motive
- The opportunity
- Bringing it all together
- Cracking the case!
- Summary of what SOQL we have earned

Explore standard agent actions, including Query Records, Identify Record by Name, and Summarize Records, before learning how to create custom actions that expand agent capabilities. Please note: This workshop follows a BYOD (Bring Your Own Device) policy. Participants must bring their own laptops, as these will not be provided.

- Intro
- How Deployments are done with change sets (And why they aren't good)
- Using git & GitHub to store and manage code
- Breakdown of SF CLI commands
- Using SF CLI in a Github Action
- Audience Questions

1. Why security is important
2. Why a permission set security model is best practice
3. How to build a permission set security model
4. The new tools we have to aid us with user access management

Agents as the future of Business App Dev?
Agents before AgentForce (Custom DIY Agents using OpenAI, AWS)
Agents with AgentForce (How it all got so easy)
Hands on Building / Configuring an Agent
Pitfalls and Recommendations
QA

- Importance of data governance planning
- Defining data quality
- Architecting your app
- Reporting, monitoring and improving data quality 

- Understanding Architecture Anti-Patterns
- Common Architecture Anti-Patterns
- Strategies for Avoidance
- Real-World Case Studies
- Q&A and Open Discussion

1. Introduction (2 mins): Importance of team dynamics, with a personal perspective.
2. Challenges in Cohesion (5 mins): Examples of misaligned teams and how they impact projects.
3. Building Trust & Alignment (7 mins): Sharing actionable strategies from successful projects.
4. Real-Life Example (3 mins): How cohesive teamwork led to Salesforce project success.
5. Q&A (3 mins): Open discussion for the audience to share insights and ask questions.

Introduction (speakers and project)
Business Objective
Architectural & Implementation Insight
Technical Challenges
2025 Roadmap 
Wrap-up with Q&A

1. Use case introduction & Brief
2. Hands-on workshop
(Hands-on part 1, status meeting, hands-on part 2, read out)
3. Wrap up and key takeaways

We will explore different automation strategies in Salesforce, starting with the basics of automation types and their importance in balancing performance, scalability, and maintainability. We’ll cover the nuances between record-triggered flows and Apex triggers, delve into the impact of automation tools like Process Builder and Workflow Rules being retired, and discuss when high-performance batch processing and asynchronous processing is crucial. We’ll also look into automation scenarios involving bulk operations, and cross-object CRUD. Finally, we’ll conclude by highlighting best practices and industry guidelines, ensuring you leave with a clear understanding of when to leverage each automation tool effectively.

1. Use case introduction & Brief
2. Hands-on workshop
(Hands-on part 1, status meeting, hands-on part 2, read out)
3. Wrap up and key takeaways

Guide you through the (5) different levels of DevOps maturity in Salesforce projects.?
Understanding where your project stands in its DevOps journey.?
Identifying the business benefits at each level.?
Exploring the technical and process improvements needed to move to the next level.?
Learn how to assess your current DevOps maturity.?
Discover actionable steps to optimize your DevOps processes.?
Understand the impact on business outcomes, team efficiency, and governance.

- Introduction
- Modularity
- Coupling
- Cohesion
- Deep Modules
- Guidelines for When to Keep Things Together or Apart

- Intro to Extensions; what they are, what they can do and why you might want to build one.
- Intro to our use case
- Demo - building the features of our extension from Hello World to publishing
- Summary
- Resources

Introduction: Overview of Complex Template Expressions and their benefits in LWC development.
Basics: What they are, their advantages over getters, and simplifying dynamic UI handling.
Implementation: Syntax, practical examples, and a demo showcasing real-world use cases.
Limitations & Best Practices: Performance considerations, when to use them, and common pitfalls.
Closing: Future outlook, GA roadmap, and participant Q&A.

1. What is a Lightning Message Channel?
2. Why should I use Lightning Message Channels?
3. Use Cases
4. Creating a Lightning Message Channel
5. Publishing a Message
6. Subscribing/Unsubscribing from a Channel
7. Caveats

What is Dynamic components, and performances implications

- Intro
- How Deployments are done with change sets (And why they aren't good)
- Using git & GitHub to store and manage code
- Breakdown of SF CLI commands
- Using SF CLI in a Github Action
- Audience Questions

1- Speaker presentation
2- SFDX Data Move Utility introduction
3- Setting up the environment
4- Real-time demo in which I will show how to use SFDMU to fill out Salesforce orgs with records imported from another org or CSV files
5- Additional information
6- Questions & answers

Agents as the future of Business App Dev?
Agents before AgentForce (Custom DIY Agents using OpenAI, AWS)
Agents with AgentForce (How it all got so easy)
Hands on Building / Configuring an Agent
Pitfalls and Recommendations
QA

Introduction - Who Are Enclude?
The Challenge – Technology Barriers for Charities
Charities often rely on bespoke systems that can become difficult to maintain over time. Common challenges include:
High Costs, Time Constraints, Limited Resources & Expertise, Future Uncertainty, Empowering Charities with Purpose-Built Solutions
To address these challenges, Enclude supports non-profits by providing tailored technology solutions designed for impact. Our accelerator packages offer:
- Faster implementation, allowing organizations to get up and running quickly.
- Cost-effective solutions, ensuring that more funding goes toward frontline services.
- Scalable technology, enabling organizations to grow and adapt without technical roadblocks.
Real-World Impact
Many charities have already transformed their operations with Enclude’s solutions. For example:
eStart has helped small charities streamline operations and improve service delivery.
eService enables organizations to manage casework and program data securely and efficiently.
What’s Next? The non-profit sector is constantly evolving, and so is the technology that supports it. Join us as we explore how digital solutions can empower charities to work smarter, not harder.
Product Demonstration

1. Intro to Soar, what we do and why we needed a customizable platform.
2. Examples of custom objects that we have built - 'Workshops', 'Facilitators', 'Debrief Form' etc and how they were built using screenshots on slides to show the building process e.g. what fields were added in, what the page layout looks like, who needs permission or access to these.
3. How using these Custom Objects has helped our org to centralize our data and keep it safe.

Introduction: Why Marketing Automation Matters for Non-Profits
Challenges in Non-Profit Marketing: Common barriers and inefficiencies
The Framework: Key pillars of an effective marketing automation strategy
Step-by-Step Implementation: Tools, workflows, and best practices
Real-Life Case Study: Success story from a non-profit organization
Q&A and Key Takeaways: Addressing audience questions and actionable insights

The aim of this session will be to provide some honest insights on how to implement Beaufort12's MailChimp for Salesforce application. This app replaces the historic MailChimp for Salesforce app (known as MC4SF). In this session, I'll provide an overview of the app, along with some of the key takeaways on implementing the application in a Nonprofit context. I'll aim to cover items such as where organisations might benefit from including Flows to fill in gaps around reporting and other learnings.

1. Intro about me
2. Common nonprofit admin challenges:
  2a. Reporting: tools and validation for data quality
  2b. Development: sandboxes, deployment trackers, development process and testing
  2c. Troubleshooting: system knowledge, forums, peers and reporting issues
3. Tools/features to enhance nonprofit orgs with capabilities for fundraising, programs, grants and volunteer management

Explore standard agent actions, including Query Records, Identify Record by Name, and Summarize Records, before learning how to create custom actions that expand agent capabilities. Please note: This workshop follows a BYOD (Bring Your Own Device) policy. Participants must bring their own laptops, as these will not be provided.

- Importance of AI literacy for graduates entering business or doing part tie study whilst in a job
AI in Business Academia & current integration in curricula
- Institutional, student & staff (un)preparedness for AI
- Challenges in AI education and linkage with business outside college
Case Studies - experiential learning, project based approaches showing some successful AI integration examples
- Future Outlook
- Emerging trends in AI business education
- Q&A Session

Traditional discovery methods are no longer enough in today's fast-paced consulting world. This talk explores how AI enhances consultants’ ability to gather insights, streamline discovery, and improve stakeholder management. Through real-world examples, you'll see how AI speeds up information gathering, uncovers hidden patterns, and refines requirement gathering. Whether you're a seasoned consultant or just starting out, you'll gain practical strategies to integrate AI into your workflow and stay ahead in the evolving consulting landscape.

Introduction (speakers and project)
Business Objective
Architectural & Implementation Insight
Technical Challenges
2025 Roadmap 
Wrap-up with Q&A

- Overview of Agentforce vs. existing Service Cloud AI tools (Emphasis on affordability and immediate impact)
- Present some Generative and Predictive AI features for Service cloud
- Highlight admin-friendly configurations.
- Tips to get started immediately and see ROI quickly.

Explore standard agent actions, including Query Records, Identify Record by Name, and Summarize Records, before learning how to create custom actions that expand agent capabilities. Please note: This workshop follows a BYOD (Bring Your Own Device) policy. Participants must bring their own laptops, as these will not be provided.

Agents as the future of Business App Dev?
Agents before AgentForce (Custom DIY Agents using OpenAI, AWS)
Agents with AgentForce (How it all got so easy)
Hands on Building / Configuring an Agent
Pitfalls and Recommendations
QA