Where to find us at Dreamforce ’17

Many of the Bigger Boat team are headed to Dreamforce ’17, Salesforce’s annual conference in San Francisco.

Here are some of the places you can find us or our clients:

Develop for Changing Requirements with Custom Metadata Types

Monday November 6, 12:00 PM – 12:40 PM, Moscone West, 2020

Thursday November 9, 8:00 AM – 8:40 AM, Moscone West 2020

Beth Breisnes and Daniel Hoechst will show how to make your code more resilient to change by implementing Custom Metadata Types. In this session, they’ll show you how to use Custom Metadata Types to easily add configuration to your code. The session will also cover testing strategies for code that uses Custom Metadata Types. Attendees will leave with an understanding of how to use this excellent feature and a Github library full of samples.

Girlforce@Dreamforce Breakfast Sponsor

Tuesday, November 7th at 7:45am

We are proud to be one of the sponsors of this annual Dreamforce event. The event is currently sold out, but you can add yourself to the waitlist or learn more about their work on the Girlforce website.

Fearless Date and Time Formulas

Tuesday, November 7, 2:00pm – 2:40pm, Moscone West 2020

Beth Breisnes will share a ton of tricks and tips worth with date and time fields. With the new Time fields (beta in Winter ’18), Salesforce admins have a new data type at their fingertips. We’ll talk about this powerful new tool for admins and the awesome new time-related formula functions that came with it. We’ll also review the core date-related functions, and then put them all together into some rockin’ formulas to solve some common and creative use cases. No more cowering in fear from Leap Years or wondering why every four years your date formulas all get a day out of whack. No more hacky picklist workarounds for gathering time data. Let’s build confidence with date AND TIME functions and build absolutely bulletproof formulas…fearlessly!

More Flow, Less Work: Automation Can Help Multiply Your Program’s Impact

Tuesday, November 7, 4:30pm – 5:10pm, The Westin St. Francis, California East

Jamie Little and Tim O’Conner of Childhaven (one of our clients) will join Per Scholas to share how they use Salesforce automation tools (e.g. formula fields, rollup summary fields, process builder, and visual workflow) to simplify their complex business processes. For Childhaven, these include tracking client diagnosis, individual treatment plans, case notes, daily attendance, and behavioral assessments. Learn how these automation processes have aided both organizations in improving programs, enhancing data quality, and saving staff time that can be spent where it matters most.

Mindshare Meetup: Program Management

Wednesday November 8th, 9:00 AM – 9:50 AM, The Westin St. Francis, Georgian Room

Brad Struss and Colleen McCarthy of Exponent Partners will facilitate a discussion on using Salesforce for program management. Please join us to share your experiences and learn from others.


Finally, we’re big fans of Lauren Shaughnessy. You’re sure to learn some interesting tips in her session:

Are Your Programs Working? Reports & Dashboards Can Help Answer The Question

Wednesday, November 8, 2:00 PM – 2:40 PM, The Westin St. Francis, California East

Lauren Shaughnessy and Habitat for Humanity of Greater San Francisco use Salesforce reports and dashboards to understand their impact and course correct as needed. These insights also enable better reporting to its board and to grant making institutions and individual donors. The Center for Global Development (CDG) used 14 different systems to tell the story of how research outputs, activities, and outcomes led to the realization of CGD’s mission. By consolidating these systems in Salesforce, CGD leveraged the platform to work more effectively, drive more impact, and connect with CGD’s audiences and supporters in a whole new way.


If you are interested in meeting with us while you are at Dreamforce, drop us a line and we’d be happy to set up a time. Email Brad Struss (brad [at] biggerboatconsulting [dot] com) or fill out our contact us form.