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The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It

Snowforce

Snowforce 2020 | The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It | Gal Steinberg and Vlad Voskresensky

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Snowforce 2020 | The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It | Gal Steinberg and Vlad Voskresensky

As teams get more trailblazing tools for sales success, making the most of your users’ Inbox data remains a big challenge. You always go back to the same tweaking, and it feels like an uphill battle that drags for so long that you now think it’s normal. All the while the importance of data in the Salesforce ecosystem only keeps growing. In our talk, we’ll take a detailed look at how to maximize Inbox data capture with automation, set up rule-based triggers, and get automatic reports up and running (and also less knocks on your door from users). You’ll see examples from different industries, cases of how automation can solve small issues that swarm your users daily, and more. Tune in, it’s going to be interesting.

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What's inside

Syllabus

The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides participants with a fresh methodology for process improvement
In-demand skills: process improvement, workflow automation, reporting
Teaches skills for process improvement, task automation, and automated reporting
Clear learning objectives: Capture user data with automation, configure triggers, generate automated reports
Taught by two experienced experts in the field of automation and process improvement

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It with these activities:
Review Inbox management software
Brush up on your knowledge of Inbox management software to ensure you have a strong foundation for the course.
Browse courses on Inbox Management
Show steps
  • Review key features of popular Inbox management software, such as Salesforce
  • Set up a test account and experiment with different features
Follow tutorials on Inbox data automation
Reinforce your understanding of Inbox data automation by following guided tutorials.
Show steps
  • Search for tutorials on Inbox data automation in Salesforce
  • Follow step-by-step instructions to set up rule-based triggers and reports
Contribute to an open-source Inbox data management project
Expand your knowledge and make a meaningful contribution by participating in an open-source project related to Inbox data management.
Show steps
  • Identify an open-source project that aligns with your interests
  • Review the project documentation and contribute bug fixes or feature enhancements
  • Engage with the project community and share your knowledge
Show all three activities

Career center

Learners who complete The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It will develop knowledge and skills that may be useful to these careers:
Marketing Manager
Marketing Managers are responsible for developing and executing marketing campaigns. They may also be involved in market research and public relations. This course can provide Marketing Managers with the skills they need to understand how to use data to target their marketing campaigns and measure their success.
Sales Manager
Sales Managers are responsible for leading and motivating sales teams. They may also be involved in developing and implementing sales strategies. This course can provide Sales Managers with the skills they need to understand how to use data to track their team's performance and identify areas for improvement.
Data Scientist
Data Scientists use data to solve business problems. They may also be involved in developing and implementing machine learning models. This course can provide Data Scientists with the skills they need to understand how to use data to solve business problems and make better decisions.
Machine Learning Engineer
Machine Learning Engineers are responsible for developing and deploying machine learning models. They may also be involved in data analysis and visualization. This course can provide Machine Learning Engineers with the skills they need to understand how to use data to develop and deploy machine learning models.
Business Analyst
Business Analysts help organizations improve their performance by analyzing their business processes and identifying areas for improvement. They may also be involved in developing and implementing new systems and technologies. This course can provide Business Analysts with the skills they need to understand how data can be used to improve business processes and make better decisions.
Software Engineer
Software Engineers design, develop, and maintain software applications. They may also be involved in data analysis and visualization. This course can provide Software Engineers with the skills they need to understand how to use data to develop and maintain software applications.
Data Analyst
A Data Analyst takes raw data, analyzes it to find patterns and trends, and then presents their findings in a way that decision-makers can understand. They may also be involved in developing and implementing data collection systems. This course can provide Data Analysts with the skills they need to understand what data is most valuable to collect, how to collect it, and how to use it to automate their workflow and make better decisions.
Product Manager
Product Managers are responsible for defining, developing, and launching new products and features. They may also be involved in marketing and sales. This course can provide Product Managers with the skills they need to understand how to use data to make better decisions about product development and marketing.
Data Engineer
Data Engineers are responsible for designing, developing, and maintaining data systems. They may also be involved in data analysis and visualization. This course can provide Data Engineers with the skills they need to understand how to collect, store, and analyze data from a variety of sources.
Customer Success Manager
Customer Success Managers are responsible for ensuring that customers are happy and successful with a company's products and services. They may also be involved in gathering feedback from customers and identifying areas for improvement. This course can provide Customer Success Managers with the skills they need to understand how to use data to track customer satisfaction and identify areas for improvement.

Reading list

We've selected 14 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in The Hidden Treasure of Data in Your Users' Inbox, and the Way to Automate Everything Around It.
Is the official Salesforce user guide. It comprehensive resource for everything you need to know about using Salesforce, including how to use the inbox. It good reference for anyone who uses Salesforce on a regular basis.
Classic guide to productivity and time management. It provides a comprehensive system for getting your work done and reducing stress. However, this book helpful reference tool that can be used in conjunction with the course.
Timeless classic that provides principles for personal and professional effectiveness. While it does not focus on email management or automation, it provides valuable insights into productivity and goal setting that can be applied to any area of your life.
Classic guide to small business ownership. It provides insights into the challenges of running a business and offers practical advice on how to overcome them. Although it doesn't directly address email management or automation, it provides valuable lessons that can be applied to any business.
Practical guide to getting your startup off the ground. It provides a step-by-step process for acquiring customers and building a successful business. While it doesn't focus on email marketing or automation, it provides valuable insights into customer acquisition and growth.
Must-read for any entrepreneur. It provides a framework for building a successful startup by testing your ideas and learning from your mistakes.
Classic guide to marketing and selling technology products. It provides insights into the challenges of crossing the chasm from early adopters to mainstream customers.
Provides a simple framework for evaluating the quality of a strategy. It can help you to develop and implement a strategy that will lead to success.
Provides a practical guide to building and launching lean products. It can help you to develop products that meet the needs of your customers.

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