#Circles Of Success0 discussing

Hi @* Quip *, and happy June!

We’ve got another great Circles of Success sessions coming this month! In this session, we’ll be focused on Salesforce Anywhere Templates, and  how to best use them. Templates help streamline and standardize your team’s processes and overall work, and Salesforce Anywhere adds another layer of functionality for your team to do this work faster.

As always, we’ll be joined by a Champion who will provide their own insight and experiences they’ve picked up along their Template journey.

Come ready to share about your own team’s templates have helped, what elements have worked, and any questions you may have!

Session Details

• Jun 10, 10-10:45am PST
• Register below!

FYI - we've got another session specifically for EMEA later this month, so if that applies to you, watch out for another post soon!

Circles of Success: Best Practices for Salesforce Anywhere Templates

Hi @* Quip * 

Great news! If you're located in the EMEA region, we're hosting another, EMEA timezone-friendly Circles of Success session on April 29!

Following the same structure as the other sessions we've held, this one will also discuss the benefits and best practices of Account Planning in Salesforce Anywhere.

We'll also be joined by Peter Robinson from Cytiva, who will provide insight and valuable best practices based on his own team's experience with Salesforce Anywhere.

We'd love to see you! Join us on April 29, 3:30-4:30pm BST (GMT +1)

Be sure to RSVP below.

Circles of Success: Account Planning with Salesforce Anywhere (EMEA)

Hi @* Quip * community!

Just a quick reminder about our upcoming Circles of Success session next week, April 22! We'll be joined by @Candi Bashiri from Wind River Systems to discuss what Account Planning looks like with Salesforce Anywhere. 

Come with questions, best practices and success stories to share with peers!

RSVP below!

Circles of Success: Account Planning with Salesforce Anywhere

Hi [@* Quip * !

We've got another great Circles of Success session coming up next week! This session will focus on Salesforce Anywhere automation. We'll talk through best practices, hear from a Champion, and look at some of the most common automations customers set up.

Interested? Sure hope so. Bring your questions, and success stories to share with others.

We'd love to have you join us!

Details

• Date: Thursday, Feb 4
• Time: 10am PST

REGISTER BELOW!

Circles of Success: Salesforce Anywhere Automation

Hi Everyone!

Quip Education is excited to announce that we'll be hosting another Circles of Success on August 27! 

In this session, we're going to focus on Account Planning with Quip for Customer 360. We'll walk through what makes a successful Account Planning process, best practices, and examples. More importantly, this session is for you! We want to learn how you and your teams have built out your Account Plans, and what you've learned in doing so.

A Quip Champion will also join us to share their tips and tricks on how they strategized and built out their Account Planning process for their teams.

Since this is more of an informal session, we encourage you to:

- Engage by turning on your camera and microphone

- Come ready to share your best practices, stories and any examples you like

Interested? Register below!

Looking forward to discussing with you all!

Circles of Success: Account Planning in Customer 360

Hi Everyone,

Happy Friday!

I wanted to let you know that Quip Education is hosting a Circles of Success session on July 23rd. 

Similar to how they operated at Dreamforce, these sessions are more informal and interactive discussions facilitated by a Quip expert.

For this first session we'll discuss and share approaches and best practices to effective organization in Quip.

A Quip Champion will also join us to share their tips and tricks on how they're successfully organizing their work virtual environment with their team.

All that being said, if you have effective methods of organization in Quip, and are willing to share them with others, we'd love to have you join us!

Register here: https://salesforce.zoom.us/webinar/register/WN_A_Sm-XqBRxSTlMmRZaB1hg

Look forward to seeing you there!

Thank you  @Francis Concha  @Caitlyn Gragnani  @Jeanne Ardiff  @Shawn Fye  @Jade Leong  @Tayyab Rahman @lucy ren @Gaurav Saraswat @Scott Taylor @Oliver Westlake-Simm @vijayasankar jeyachandran  for joining me and @Susie Turpin (Salesforce)  on today's *Streamline Salesforce Experience Through Data Archival and Cleanup* Circle of Success! 

I've attached the presentation below, and here are some additional resources related to the topic of discussion:

Monitor Data and Storage Resources: https://help.salesforce.com/articleView?id=admin_monitorresources.htm&type=5

Big Objects Implementation Guide: https://developer.salesforce.com/docs/atlas.en-us.bigobjects.meta/bigobjects/

Please feel free to ask any further questions regarding your data archival / clean-up initiative via this post and/or the other Communities highlighted within the attached PDF deck. We are here to support you!

#Data #DataArchiving #DataCleanup #CirclesOfSuccess

Slide Deck

Thank you @Dan Kennicutt, @Aditya Nambiar, @Kristen Brenner, @Darshan Dedhia, @Kelly Ann Jourdain, @Francis Concha, @Audrey Vestel, @Stephanie Sherwood, @Lilly Nekhamkin, @Nikki Taylor, @Zaman Rashid, @Sonal Karnallu, @Kenton Holden, @Mitchell Ross, @Debbie Hart, @Jodi Diman, @Ann Nelson, @Adrianne Dowd, @Nick Rao, @Tiara Rose-Davis, @Heeseon Suki for joining @Kevin Noschang and I on today's Circle of Success session: How to Successfully Transition to Lightning. Attached to this post is a copy of the deck as presented during our session along with some success resources/best practices to help you with your transition to Lightning Experience:

• Enablement Pack link included in this Trailhead: https://sforce.co/2nhMk5D
• Lightning Now Group: https://sforce.co/2lvu0pM
• Lightning Readiness Check steps: https://sforce.co/2M8X97Y
• Lightning in a Box Enablement Kit: https://sforce.co/2ANhgEx

Please feel free to post any questions, comments, concerns you have here regarding your transition to Lightning Experience, and we will be happy to answer them (or post within the @* Lightning Now! * Community Group)!

#Lightning #Lightning Now #Circles Of Success #Lightning Community #LightningStrikes 

Thank you @Jessica Lee, @Marissa Alonso, @Peter Frandsen, @Mohit Pant, @deepa Ranganathan, @Thomas Pfeil, @Hannah Bonneau, @Lisa Hoffman, @Osi Birdseye, @Evan Stevenson, and @Julie Peterson for joining me on today's *Streamline Salesforce Experience Through Data Archival and Cleanup* Circle of Success! 

I've attached the presentation below, and here are some additional resources related to the topic of discussion:

Monitor Data and Storage Resources: https://help.salesforce.com/articleView?id=admin_monitorresources.htm&type=5

Big Objects Implementation Guide: https://developer.salesforce.com/docs/atlas.en-us.bigobjects.meta/bigobjects/

Please feel free to ask any further questions regarding your data archival / clean-up initiative via this post and/or the other Communities highlighted within the attached PDF deck. I'm here to support you!

#Data #Data Archiving #Data Cleanup #Circles Of Success 

Thank you @Cheryl Proska, @Aaron Steinberg, @Priya S, @Anita DEIVA, @Aravind Cheruvu, @Mark Schroeder, @Carolyn Jeune, @Casey Porkkonen, @Tim Rahmanian, @Reginald Best, @Animesh Pathak, @Dennis Fuller, @Ernesto Di Luccia, @Kettida Vasiknanon, @Bailey Burnside, @Margaret Nyakio for joining @Kevin Noschang and I on this week's Circle of Success session: How to Successfully Transition to Lightning. Attached to this post is a copy of the deck as presented during our session along with some success resources/best practices to help you with your transition to the Lightning Experience:

• Enablement Pack link included in this Trailhead: https://sforce.co/2nhMk5D
• Lightning Now Group: https://sforce.co/2lvu0pM
• Lightning Readiness Check steps: https://sforce.co/2M8X97Y
• Lightning in a Box Enablement Kit: https://sforce.co/2ANhgEx

Please feel free to post any questions, comments, concerns you have here regarding your transition to the Lightning Experience and we will be happy to answer them!

#Lightning #Lightning Now #Circles Of Success  #Lightning Community #LightningStrikes