Resources from the EMEA Ask Me Anything (AMA) Session from the June 19th, 2024
Here are some of the resources shared as part of the live EMEA Ask Me Anything Session
THANK YOU @Martin Humpolec and @Katie Ross for answering great questions and hosting a thoughtful conversation.
These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!
When do Campaigns get dynamic forms?
- This has been an ask by many in the trailblazer community recently, including MVPs, and was asked at the last online TTTC session - we hope Campaigns will get 'some love' soon.
How can I add contacts to a Campaign from an Accounts report as it only adds the account - which is useless
- Exporting a report, and adding those to the Campaign
When do I need to move from Profiles to Permission Sets?
- Profiles give access to the 'front door' with things like login policies/ip ranges
- Permission sets give additional access
- Permission set groups are a great start!
- Salesforce Ben has a good article on this
- Louise Lockies Permission Set model
- Terry Cole's Might Force YouTube series
What form product could I use to replace Google forms with Zapier?
- FormAssembly
- Goggle Forms - which is good for WordPress
- Jot Forms
- Screenflows - see Evan Ponter's video from Midlands Nonprofit User Group
- FormStack
Thanks again to our hosts and everyone who attended! Hope to see you all again at a future session, see links in the group sidebar or above^
