Salesforce World Tour NYC

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Wednesday, December 18, 2019
Javits Center

Join us Wednesday, December 18 at Salesforce World Tour New York to learn how nonprofit and higher education innovators are using Salesforce. Grab a seat at the Salesforce.org Theatre for insights on how to build lifelong relationships and connect with constituents in a whole new way.

We will deliver a full day of Salesforce.org dedicated content with customers speakers and Salesforce.org experts covering nonprofit, education, philanthropic and marketing topics.

We will deliver a full day of Salesforce.org dedicated content with customers speakers and Salesforce.org experts covering nonprofit, education, philanthropic and marketing topics. Also, stop by the Salesforce.org booth in the campground for a quick demo or to have your questions answered.

Register today and stay tuned for more info on the Salesforce.org sessions!

Agenda Overview

Wednesday, December 18

8:00 a.m. – 5:00 p.m. Registration and Customer Success Expo
8:30 a.m. – 9:45 a.m. Sessions
10:00 a.m. – 11:30 a.m. Keynote:
11:30 a.m. – 12:00 p.m. Break in the Customer Success Expo
12:00 p.m. – 4:50 p.m. Sessions
4:00 p.m. – 5:00 p.m. Networking Reception and Customer Success Expo

Salesforce.org Sessions

Customer Success Sessions:

Your Mission – Our Experts: The Salesforce Pro Bono Volunteer Program

8:15am – 8:35am

Speaker: Brian Mattos, Manager, Pro Bono Programs, Salesforce.org and Victor Nininger, Specialist, Pro Bono Program, Salesforce.org
Abstract: Marc Benioff says that business is the greatest platform for change, and we agree! Join us to learn more about how you can engage Salesforce employees in pro bono projects through our Pro Bono Program to support your organization’s adoption and success with Salesforce.


Advisory Success Stories Panel

1:45pm – 2:05pm

Speaker: Paula Hunker, SVP and COO, Asia Society and Matthew Hanagan, Director of Technology Solutions, 92nd Street Y
Abstract: Learn how organizations are leveraging Advisory Resources to make an impact on their road to Digital Transformation.

Nonprofit Sessions:

Tips and Tricks to Get Up and Running Quickly with NPSP and Fundraising, Salesforce.org

8:45am – 9:05am

Speakers: Michael Perez, AVP Sales, Salesforce.org and Sarah Mamandur Senior Services Product Manager
Abstract: Learn tips and tricks of how small but mighty nonprofits leverage the Fundraising with NPSP Jumpstart and other resources to learn Salesforce fundamentals and quickly configure NPSP, yielding a 360 view of their constituents, strengthening their donor relationships and launching their fundraising efforts.


How Merivis Uses Pardot to Transform the Lives of Veterans

1:15pm – 1:35pm

Speaker: Kate Perez, Co-Founder & Executive Director, Merivis
Abstract: Join Merivis to learn how they use Pardot and Salesforce to turn military years into tech careers in the Salesforce ecosystem.


Digital Engagement and Your Data

2:15pm – 2:35pm

Speaker: Justin Raisor, Field Marketing Specialist, Salesforce.org
Abstract: Imagine if we were able to cultivate constituent relationships the same way we shop online.” Learn about current trends in nonprofit digital engagement and how Marketing Cloud enables your staff to leverage all constituent data fully.


How NAACP Leveraged Marketing Cloud to Drive Member Engagement

3:15pm – 3:35pm

Speaker: Derrick Jones, Director of IT and Enterprise Systems, NAACP
Abstract: The NAACP partnered with Traction on Demand to envision a future where Member Engagement and Retention was automated and personalized for every member. Membership is the bedrock of The NAACP’s mission, so reaching every member with the correct messaging is crucial. Hear how the team collaborated to design, develop, and deploy key Journeys in Marketing Cloud to streamline Membership Engagement and drive an increase in Membership renewals.


Create Donors for Life: How United Hatzalah Funds Life Saving Services with NPSP

3:45pm – 4:05pm

Speaker: Michael Brown, Vice President, United Hatzalah
Abstract: Join United Hatzalah to learn how they leverage Nonprofit Success Pack to cultivate personal relationships with their donors, which allows them to raise funds to provide life-saving, volunteer-powered, emergency medical services.

Higher Education Sessions:

Using Salesforce Social Studio in the School of Communication & the Arts

9:15am – 9:35am

Speaker: Amanda Damiano, Marist College
Abstract: For the past three years, Marist College’s School of Communication & the Arts has used Salesforce Social Studio. Students in advertising, public relations, fashion, and digital media are trained in the software and then complete course assignments. This year, Marist’s Center for Social Media has 12 student ambassadors who are doing social media listening for two nonprofit organizations nearby the institution. The collaboration has been a win-win for the organizations, who do not have the means necessary to hire social media staff, as well as for the students who are obtaining real-world experience working with clients and using professional software.


Our Data Integration Journey at Columbia College

11:45am – 12:05pm

Speaker: David Corbino, Columbia University
Abstract: Columbia College has committed to creating an innovative, student-centered CRM. This CRM, in addition to revolutionizing the way administrative units manage their daily operations, needs to provide relevant and useful data about a student’s time at the University. We spent several months researching integration tools, discussing data schemas, and building our data pipeline. Join us to learn about the integration tool search process, how we determined which data we need, and how we built ETL processes to shuttle that data from a non-standard Student Information System to Salesforce. We’ll discuss how we chose Jitterbit and how we transformed our data to integrate with the EDA model.


Innovative Lifelong Learning for Everyone

12:45pm – 1:05pm

Speaker:Jason Belland, Salesforce.org
Abstract: Education has historically been a series of separate stages: primary or elementary school, then high school, undergrad, and post-grad. But with student demographics changing as well as the need to re-skill and up-skill throughout our lifetime, institutions are recognizing that education today is more than a series of steps – it’s a lifelong journey. As the lines continue to blur between different stages of education, institutions have a unique opportunity to create a connected experience for the lifelong learner. Join this session to hear highlights from our Dreamforce Education Cloud Keynote and learn how Salesforce.org is helping institutions cultivate lifelong learning for every student.


Einstein Prediction Builder, and a touch of Einstein Discovery – where to begin?

2:45pm – 3:05pm

Speaker: Bob Dillane, Director of Enterprise Information
Abstract: This session will help participants in the early stages of an Einstein Prediction Builder Project. Together, we’ll define prediction, view how easy predictions can be with Salesforce, discuss who are the right people to have in the room, and identify early wins with high values. We’ll talk about data elements, mistakes to avoid, and how Einstein can help drive even better institutional data collection. Also, we’ll review the Prediction Builder Scorecard and how to make improvements, as well as touch on what it is like to start working with Einstein Discovery.

Philanthropy Session:

How Champions Inspire and Facilitate Employee Philanthropy

12:15pm – 12:35pm

Speaker: Brandolon Barnett, Director, Product Management, Philanthropy Cloud, Salesforce.org
Abstract: Champions inspire others and create movements. Now with Philanthropy Cloud, champions have a bigger voice and a way to motivate others to join volunteering events and donate to the causes they care most about. This session provides an overview of how Salesforce.org Philanthropy Cloud’s Champion role empowers champions, who are already working hard to encourage peers to give back to their communities, to scale their efforts beyond their immediate circles. The Champion role entrusts employee leaders across an organization to directly organize and manage volunteering events, fundraising campaigns, and stories about the work they’re leading in their workplaces and communities.

Register Now

Join the conversation using #SalesforceTour on social media.

Please note: Our sessions do have a limited capacity and we will try and accommodate as many attendees as capacity will allow. And this event is complimentary, with the exception of parking.