Arriving early for Destination Success? Get your week off to the perfect start by checking in at our registration desk in Mandalay Bay on Sunday, March 5, from 3:00 p.m. to 7:00 p.m.

 
 
 
 

7:00 am - 6:00 pm
Registration Desk Open

 

8:30 am
Certification Reg Opens

9:30 am
Exams begin 

 

11:30 am - 1:00 pm
Lunch Break

 

1:30 pm - 6:00 pm
Track Breakout Sessions

 

6:30 pm - 7:30 pm
Champion Showdown elimination exam

 

8:00 am - 6:00 pm
Registration Desk Open

 

8:30 am - 9:30 am
Opening Keynote

 

9:30 am - 10:00 am
Break

 

10:00 am - 12:30 pm
Track Breakout Sessions

 

12:30 pm - 1:30 pm
Lunch Break
Cloud Services Demos

 

1:30 pm - 4:00 pm
Track Breakout Sessions

 

4:00 pm - 4:30 pm
Afternoon Break

 

7:30 pm - 10:30 pm
Celebration

 

8:00 am - 6:00 pm
Registration Desk Open

 
8:30 am - 9:30 am
Track Breakout Sessions
 

9:30 am - 10:00 am
Break

 

10:00 am - 12:30 pm
Track Breakout Sessions

 

12:30 pm - 1:30 pm
Lunch Break
Cloud Services Demos

 

1:30 pm - 4:00 pm
Track Breakout Sessions

 

4:00 pm - 4:30 pm
Afternoon Break

 

8:00 am - 6:00 pm
Registration Desk Open

 
8:30 am - 9:30 am
Track Breakout Sessions
 

9:30 am - 10:00 am
Break

 

10:00 am - 12:30 pm
Track Breakout Sessions

 

12:30 pm - 1:30 pm
Lunch Break
Cloud Services Demos

 

1:30 pm - 4:00 pm
Track Breakout Sessions

 

4:00 pm - 4:30 pm
Afternoon Break

 

4:30 pm - 6:30 pm
Circles of Success
Study Hall
Cloud Services Demos

 

5:30 pm
Certification Reg Opens

6:30 pm
Exams begin

 

7:00 am - 11:30 am
Registration Desk Open

 

8:00 am
Certification Reg Opens

9:00 am
Exams begin 

 

11:30 am
Conference Closes

 

Every day at Destination Success 2017 is packed with learning. Select your track to see the topics we'll be covering each day.

Monday

1. Exam Objectives and Weighting

2. Get Familiar with Salesforce

  • General Overview of Salesforce
  • Data Model and Navigation
  • Lightning Experience

3. Get Your Organization Ready for Users 

  • Setting Up the Company Profile
  • Configuring the User Interface
  • Configuring Search Settings

4. Day One Review

 

Tuesday

1. Set Up and Manage Users

  • Managing User Profiles
  • Managing Users
  • Troubleshooting Login Issues

2. Define Security and Record Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-Level Security

3. Day Two Review

 

Wednesday

1. Use Standard and Custom Objects 

  • Administer Standard Fields
  • Create New Custom Fields
  • Create Selection Fields: Picklists and Lookups
  • Create Formula Fields

2. Customize Salesforce and Manage Data

  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality
  • Import Wizard
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin

3. Day Three Review

 

Thursday

1. Boost Data Quality with Automation and Validation

  • Managing Email Administration
  • Set Up Workflow Rules and Process Builder
  • Automate Leads and Cases

2. Analyze Your Data with Reports and Dashboard

  • Run and Modify Reports
  • Create New Reports with Report Builder
  • Filter Reports
  • Summarize Report Data with Formulas and Visual Summaries
  • Print, Export, and Email Reports
  • Build Dashboards

3. Working through Administration Scenarios

  • Scenario 1: Security and Record Access: Setting Up New Users
  • Scenario 2: Standard and Custom Objects: How Can We Track Billing Issues in Salesforce?

4. Salesforce Certified Administrator Exam Review

  • Exam Expectations
  • Content Review

Monday

1. Exam Objectives and Weighting

2. Troubleshoot Security and Record Access

  • Troubleshoot Record Access
  • Understand the Impact of Territory Management on the Sharing Model
  • Manage Field Visibility

3. Set Up Salesforce Knowledge

4. Day One Review

 

Tuesday

1. Implement Products and Price Books

2. Extend Reporting

  • Creating Custom Report Types to Extend Reporting
  • Building Exception Reports with Cross-Filters
  • Categorizing Report Data with Bucket Fields
  • Extending Summaries in Reports and Dashboards
  • Displaying Multiple Views of Data with Joined Reports
  • Analyzing Data Over Time with Reporting Snapshots
3. Day Two Review

 

Wednesday

1. Implement Change Management

  • Managing Changes in a Sandbox
  • Deploying Changes Using Change Sets

2. Visualforce and Quick Actions for Administrators

3. Automate Complex Business Processes

  • Identifying the Right Automation Tools
  • Using Validation Rules and Formula Fields to Automate a Business Process

4. Day Three Review

 

Thursday

1. Using Workflow Rules to Automate a Business Process

2. Get the Most Out of Process Builder

 

3. Salesforce Certified Advanced Administrator Exam Review

  • Exam Expectations
  • Content Review

Monday

1. Building Your Data Model Declaratively

  • Salesforce Data Model
  • Custom Objects Review
  • Object Relationships
  • Field Types Review
  • Data Quality and Loading Data Review
  • AppExchange Introduction

 

Tuesday

1. Crafting Your User Interface

  • Lightning vs. Classic: UI Considerations
  • Global User Interface Review
  • Custom Applications and Tabs Review
  • List Views
  • Quick Actions, Custom Buttons, and Custom Links
  • Page Layouts and Record Types Review
  • Salesforce Social Tools
  • Smart UI Considerations
  • UI Design Best Practices

2. Constructing Business Logic

  • Formula Fields
  • Roll-up Summary Fields
  • Validation Rules Review

3. Automating Business Processes

  • Lightning Process Builder
  • Workflow Review
  • Approvals

 

Wednesday

1. Automating Business Processes (continued)

  • Visual Workflow
  • Automation Options Overview
  • Save Execution Order
  • Automation Strategies

2. Deploying Your App

  • Application Lifecycle Management
  • Sandboxes
  • Change Sets
  • Alternatives to Change Sets
  • App Deployment Planning

 

Thursday

1. Designing Advanced User Interface Components

  • Customizing an Existing App to Run on Salesforce1
  • Building a New App to Run on Salesforce1

2. Deciding When Declarative Isn’t Enough

  • Declarative Limits
  • AppExchange
  • Programmatic Alternatives

Monday

1. Manage Data in Marketing Cloud

  • Data Extensions
  • Importing Data
  • Sendable vs. Non-Sendable Data Extensions

2. Content Builder

  • Overview

3. Email Content

  • Upload Assets
  • Creating Content Blocks

 

Tuesday

1. Day One Review

2. Email Content

  • Creating Templates
  • Creating an Email

3. Testing and Sending an Email

  • Testing Tools
  • Sending an Email
    • end Flow
    • A/B Testing
    • User-Initiated Email
  • What Happens When You Send
  • Bounce Mail Management
  • Unsubscribes

4. Analyze

  • Individual Tracking Results
  • Reports

 

Wednesday

1. Day Two Review

2. Target Audiences Using Drag-and-Drop Segmentation

  • How to Create Filtered Segments
  • How to Create Segments Using Measures
  • Refreshing Data
  • How to Create Segments Based on Behavioral Data

3. Target Audiences Using the Query Activity

  • How to Create a Query Activity

4. Automating Data

  • Automation Studio Overview
  • Automating Data Activities

 

Thursday

1. Day Three Review

2. Automating Email Sending

  • Triggered Emails
  • Automating a Drip Campaign via Automation Studio
  • Automating a Drip Campaign via Journey Builder

3. Course Review

4. Salesforce Certified Marketing Cloud Email Specialist Exam Review

  • Exam Expectations
  • Content Review

Monday

1. Introductions and Overview

2. Prospects

  • Visitors
  • Prospect Records
  • Prospect Creation
  • Importing Prospects

3. List Management

4. Administration

  • Dashboard Overview
  • Custom Fields
  • User Management
  • Recycle Bin

5. Pardot Campaigns

  • Creating a Pardot Campaign
  • Pardot vs. Salesforce Campaigns

6. Pardot Forms

  • Lead Generation
  • Form Handlers

 

Tuesday

1. Landing Pages

  • Layout Templates

2. Lead Management

  • Automation Rules
  • Dynamic Lists
  • Completion Actions
  • Segmentation Rules

3. Lead Qualification

  • Automate Scoring
  • Automate Grading

4. Email Sending

  • Email Builder
  • Advanced Dynamic Content
  • A/B Testing

 

Wednesday

1. Email Marketing

  • Permission-Based Marketing
  • Deliverability
  • Email Reputation

2. Engagement Studio Programs

  • Lead Nurturing

3. Social Marketing

  • Social Posting
  • Custom Redirects

4. Wave for B2B Marketing

  • Dashboards
  • Lenses
  • Reporting

 

Thursday

1. Salesforce Engage

  • Sales User
  • Marketing User

2. Salesforce Integration

  • Pardot and Salesforce Relationship
  • Object Syncing
  • Salesforce Connector
  • Mapping Fields
  • Field Syncing
  • Custom Objects

3. Pardot and Marketing Cloud

4. Salesforce Pardot Specialist Exam Review

  • Exam Expectations
  • Content Review

Monday

1. Intro

  • Introduction to AW Computing
  • Introduction to the Platform Developer I Certification

2. Data Modeling and Management

  • Data Modeling
  • Data Management
3. Programming with Apex

  • Getting Started with Apex
  • What Makes Apex Different?
  • Working with sObjects

 

Tuesday

1. Use SOQL to Query Your Org’s Data

  • Using SOQL to Query Data
  • Writing and Processing a SOQL Query in Apex
  • Creating a Dynamic Query at Run Time

2. Use SOQL to Query Parent-Child Relationships

  • Understanding Relationship Queries
  • Querying Child-to-Parent Relationships
  • Querying Parent-to-Child Relationships

3. Querying Parent-to-Child Relationships

  • Options for Persisting Data
  • Invoking DML Events
  • Handling DML Errors and Exceptions

 

Wednesday

1. Trigger Essentials

  • Automating Logic
  • Defining a Trigger
  • Defining Trigger Logic

2. Apex Class Essentials

  • Using an Apex Class
  • Defining an Apex Class
  • Determining Data Access for an Apex Class

3. The Save Order of Execution and Apex Transactions

  • Exploring the Save Order of Execution
  • Working with Apex Transactions

4. Testing Essentials

  • Describing Apex's Testing Framework
  • Creating Test Data
  • Writing and Running an Apex Test

 

Thursday

1. Testing Strategies

  • Understanding the Side Effects of Testing
  • Testing Using Best Practices

2. Strategies for Designing Efficient Apex Solutions

  • Working Efficiently with the Database
  • Designing Triggers
  • Designing Classes

3. Trigger Design Strategy (Optional)

  • Analyzing the Problem
  • Creating a Solution

4. Programming UI Components

  • Working with Visualforce Pages
  • Working with Visualforce Controllers
  • Working with the Lightning Component Framework

Monday: Sales Cloud Consultant

1. Account and Contact Management

  • Access to Accounts and Contacts
  • Contact Roles and Partner Roles
  • Data.com

2. Campaign and Lead Management

  • Campaign Hierarchy and Influence
  • Lead Conversion
  • Lead Data Quality
  • Reporting on Campaigns and Leads

3. Opportunity Management

  • Products/Price Books/Quotes/Orders
  • Sales Process Design

 

Tuesday: Sales Cloud Consultant

1. Forecasting

  • Sales Stages, Forecasts, and Pipeline
  • Customizable Forecasting vs. Collaborative Forecasts

2. Sales Productivity

  • Sales Productivity Features
  • Salesforce for Outlook
  • Salesforce Console for Sales
  • Salesforce1 Mobile App
  • Collaborating with Chatter
  • Salesforce CRM Content vs. Chatter Files

3. Integration and Data Management

  • Data Migration Steps and Tools
  • Large Data Volumes
  • Integration Options
  • Salesforce Communities

4. Sales Cloud Consultant Exam

 

Wednesday: Service Cloud Consultant

1. Case Management

  • Improving the Customer Service Experience Discussion and Analysis
  • Design Considerations

2. Knowledge Management

  • Seamless Knowledge Management
  • Approval Processes
  • Migration of Knowledge Articles
  • Workflows
  • Design Considerations

3. Interaction Channels

  • Expanding Ways to Reach Customers Discussion and Analysis
  • Social Customer Service
  • Web-to-Case, Email-to-Case
  • Live Agent
  • Communities Knowledge in Communities
  • CTI
  • Design Considerations

4. Industry Knowledge and Contact Center Analytics

  • Understanding Key Metrics through Reports Discussion and Analysis
  • Case Management Solutions to Meet KPIs

5. Service Cloud Solution Design

  • Extending the Salesforce Implementation Discussion and Analysis
  • Choosing Programmatic Tools to Meet Client Needs

6. Service Cloud Consultant Exam

 

Thursday: Community Cloud Consultant

1. What Are Communities?

  • Overview
  • How They Work

2. Implementing Communities

  • Customer Community License
  • Customer Plus Community License
  • Partner Community License

3. Sharing and Security within Communities

  • Administrator
  • Community Member
  • External Member

4. Community Setup

  • Global Header
  • Custom Domain Name
  • Limits of Your Org

5. Community Builder

  • Templates
  • Visualforce
  • Mobility Accessibility
  • Categories for Knowledge Articles

6. Community Manager

  • Page Manager
  • Page Editor
  • Community Dashboards
  • Setting Up Reputations
  • Knowledgeable People

7. Community Cloud Consultant Exam

Monday

1. Marketing Cloud Methodology

2. Implementation: Preparation

3. Implementation: Discovery

4. Implementation: Design Solution

  • Overview
  • Conceptual Design: Foundational Components

 

Tuesday

1. Implementation:

  • Conceptual Design: Foundational Components
  • Solution-Specific Components
  • Configuration Specifications

2. Implementation: Build Account Configuration

3. Implementation: Build Data Structures

 

Wednesday

1. Implementation: Build Solutions

2. Implementation: Solution Hand-off

 

Thursday

1. Contact Builder

  • Overview
  • Data Extensions
  • Imports
  • Data Designer
  • Contact Configuration

2. Journey Builder

  • Overview
  • Defining an Entry Event
  • Setting a Goal
  • Configuring the Interaction
  • Fire Event

3. Automation Studio, Journey Builder, and Pardot Comparison

4. Salesforce Certified Marketing Cloud Consultant Exam Review

  • Exam Expectations
  • Content Review

Monday

1. Sharing and Visibility

  • Data Model and Role Hierarchy Scenario

 

Tuesday

1. Sharing and Visibility (continued)

  • Solution Overview for Data Model and Role Hierarchy

2. Integration Architecture

  • Request and Reply Scenario
  • Solution Overview for Request and Reply Scenario

3. Optional Review Board Scenario: Sharing and Visibility and Integration Architecture

 

Wednesday

1. Identity and Access Management

  • Social Sign-on Scenario
  • Solution Overview for Social Sign-on

2. Data Architecture and Management

  • Migration of Historical Data Scenario
  • Solution Overview for Migration of Historical Data

3. Dev Lifecycle and Deployment

  • Configuration and Change Management Scenario

4. Optional Review Board Scenario: Identity and Access Management and Data Architecture

 

Thursday

1. Dev Lifecycle and Deployment

  • Solution Overview for Configuration and Change Management

2. Optional Review Board Scenario: Sharing and Visibility, Integration Architecture, Identity and Access Management, Data Architecture and Management, or Dev Lifecycle and Deployment.

Join us for high-energy group discussions, moderated by Salesforce experts, that address today's top business challenges. All sessions will take place in Islander Room G. Select a topic to learn more and to see session schedules.

What are the leading key performance indicators that drive the reports and dashboards you rely on to make your most important business decisions? We will discuss best practices for identifying, creating, managing, and assigning metrics in your business.

Tuesday and Thursday: 4:30 pm - 5:10 pm
Wednesday: 5:30 pm - 6:10 pm

Learn how to successfully adopt and leverage Salesforce Lightning for your organization. Regardless of where you are on your transition journey, this is a great opportunity to exchange best practices and get tips for a successful launch.

Tuesday and Thursday: 4:30 pm - 5:10 pm
Wednesday: 5:30 pm - 6:10 pm
Thursday: 5:30 pm - 6:10 pm

Achieve a higher level of Salesforce adoption by empowering managers and individual contributors. We will discuss strategies that help increase the value of Salesforce among users, thus improving acceptance and usage in your organization.

Tuesday and Thursday: 4:30 pm - 5:10 pm

Enhancing Salesforce can be fun. New fields, workflows, validations, profiles, Apex — the sky's the limit. But before you know it, you're lost in a complex web of enhancements. How do you untangle the mess and where do you start? Join us to learn how to assess the state of your org, how to clean it up, and how to get your implementation back on track.​

Tuesday: 4:30 pm - 5:10 pm, 5:30 pm - 6:10 pm
Wednesday: 5:30 pm - 6:10 pm

Bring your challenges! Our Salesforce experts and other customers will help tackle your toughest issues. All are welcome for this free-form Q&A.

Tuesday: 4:30 pm - 5:10 pm
Wednesday: 5:30 pm - 6:10 pm
Thursday: 5:30 pm - 6:10 pm

Understand how simple concepts, such as naming standards and validation rules, can have a positive impact on data. We will also discuss best practices for using Salesforce functionality and tools that can positively impact effective data management.

Tuesday: 5:30 pm - 6:10 pm
Wednesday: 4:30 pm - 5:10 pm
Thursday: 5:30 pm - 6:10 pm

Discover how to best manage ongoing Salesforce changes to keep current with ever-changing business needs. We will share strategies on who to include when planning for change, how to entice users to provide feedback, and what you should consider when developing a change process to drive your Salesforce ROI.

Tuesday: 5:30 pm - 6:10 pm
Wednesday: 4:30 pm - 5:10 pm
Thursday: 5:30 pm - 6:10 pm

Learn how to leverage the Process Builder to create exciting new automated features in Salesforce. We will discuss best practices for using Process Builder to identify automation needs and how to create a features roadmap to deliver more value to your users.

Tuesday: 5:30 pm - 6:10 pm
Wednesday: 4:30 pm - 5:10 pm
Thursday: 4:30 pm - 5:10 pm

Meet the demands of today's fast-paced sales and service functions with Salesforce Console, now available to all customers. Learn how other customers use Salesforce Console and how you can easily set your users up to give them easier ways to find, update, and create records — all with less clicking and scrolling.

Tuesday: 5:30 pm - 6:10 pm
Wednesday: 4:30 pm - 5:10 pm
Thursday: 5:30 pm - 6:10 pm

Improve your overall user experience by learning how to de-clutter and archive data you no longer need. We will discuss the keys to establishing a data streamlining strategy, identifying the right tools, understanding storage limits and data usage trends, and the implications of archiving versus purging.

Wednesday: 4:30 pm - 5:10 pm, 5:30 pm - 6:10 pm
Thursday: 4:30 pm - 5:10 pm

Learn about new training resources and get hands-on demos of productivity boosting apps with our Salesforce Cloud Services experts. All demos will take place in Islander Room G. Select a demo to learn more. 

Learn about new Premier Success Plan features, with our guided certification journey that includes certification prep courses, practice exams, and Salesforce Proficiency Pack for Admins.

Tuesday: 12:30 pm - 1:30 pm, 4:30 pm - 6:30 pm
Wednesday: 12:30 pm - 1:30 pm, 4:30 pm - 6:30 pm
Thursday: 12:30 pm - 1:30 pm, 4:30 pm - 6:30 pm

Get hands-on demos of apps that help you adopt key features, streamline support cases, and maximize your productivity.

Tuesday: 12:30 pm - 1:30 pm, 4:30 pm - 6:30 pm
Wednesday: 12:30 pm - 1:30 pm, 4:30 pm - 6:30 pm
Thursday: 12:30 pm - 1:30 pm, 4:30 pm - 6:30 pm

Get ready for sessions that range from sneak peeks at upcoming features, to practical tips on the most effective ways to leverage your tools, and unique perspectives on the Salesforce eco-system. Select a session to learn more.

Extend your connected customer experience to your resources in the field with Field Service Lightning. Join us to learn how to put agents, dispatchers, and mobile employees on one platform to deliver 360-degree support. You'll be able to automate scheduling — based on skills, availability, and location — to optimize on-site service, while tracking and managing jobs in real time. You should have familiarity with Salesforce Service Cloud to understand how the Customer Service Platform is leveraged for Field Service. 

Tuesday: 4:30 pm - 5:20 pm and 5:40 pm - 6:30 pm

Deliver a seamless shopping experience for your customers, both in-store and online. In this overview of Salesforce Commerce Cloud, we'll demonstrate the technology that unifies and connects the entire shopping journey, along with the training and certification options available to you. 

Tuesday: 4:30 pm - 5:20 pm and 5:40 pm - 6:30 pm

Get an overview of the CPQ (Configure, Price, Quote) automation process using quote-to-cash software by Salesforce. You'll be guided through the entire process from the perspectives of both Salesforce administrators and users. 

Tuesday: 4:30 pm - 5:20 pm and 5:40 pm - 6:30 pm

Create seamless customer journeys that connect marketing, sales, and service, to build customer loyalty and keep them coming back. As a Salesforce administrator or digital marketer, you'll learn how Salesforce Marketing Cloud connects to the Customer Success Platform, and how to leverage and synchronize Salesforce customer data to create 1-to-1 journeys across the entire customer lifecyle. You'll even get a preview of some new user experiences and features in development! 

Wednesday: 4:30 pm - 5:20 pm

What do Fanatics and Room&Board have in common? They create amazing 1-to-1 journeys for their customers using Salesforce Marketing Cloud — but they do it in very different ways. In this practical session, you'll learn how to leverage Audience Builder, SQL, and AMPscript to hyper-personalize your marketing to grow passionate fans of your brand. 

Wednesday: 5:40 pm - 6:30 pm

Get a sneak peek at the new Sales Console and learn about productivity features such as Kanban, Path, and account hierarchies, as well as what to expect with Salesforce Einstein.

Wednesday: 4:30 pm - 5:20 pm

Join David Liu, of SFDC99.com fame, as he shares his experience of making the leap from Salesforce administrator to developer — paving the way to his current role as a Technical Architect at Google. In this 360-degree exploration of Salesforce career paths, he'll break down the pros and cons of each path, potential job prospects and compensation, plus resources that can help you along the way.

Wednesday: 5:40 pm - 6:30 pm

It's an amazing time to be a Salesforce Developer or Administrator — and Trailhead is the fun way to learn Salesforce. Find out how Trailhead helps turn administrators, developers, and partners into Salesforce role models. With Trailhead, learning is a never-ending journey — join us on the adventure!

Wednesday: 4:30 pm - 5:20 pm and 5:40 pm - 6:30 pm