Okay.
So what are you doing here? With a badge?
To where?
I can show whoever I want,
whatever I want.
That's pretty cool.
Yeah. I'm telling you this.
Oh, cool.
Why are we whispering?
I don't know.
Welcome back to Legends of Low Code.
Our trailblazers have had two days
to build an intake app
for Pacific clinics.
Now they'll get just
a few minutes to present it.
I've been a part of dozens
of keynote presentations.
What I'm really focused on
is the storytelling element.
So one thing I'm really hoping to see
is some innovation in the way
people are capturing data
in a way that's going to really help
uplift help more families.
Which team will walk away a winner?
Team Odyssey, Team Quest
or Team Adventure?
Team.
Odyssey, you're on the clock.
When we started this 48 hours ago,
we took a look at the challenges
facing up with family services,
a lack of centralization,
administrative burdens,
a huge reliance on spreadsheets.
Eleanor, you told us that
if someone wanted
to become an Excel master,
they should take an internship there.
But we know that
that's not what doctors
and clinicians should be
spending their time specializing in.
They should be able to help the people
that they're there to help.
Not focused on data
entry and data manipulation.
To approach this project,
we had to put faces and names
to the use cases.
These are our users.
Alexis Tara benefited from our help
when she was a child,
and that inspired her
to take a career in teaching.
Now she still wants to refer
a student in her class.
Nick Parks Being a teacher,
she has access to the community.
So what Alexis does
is she logs into the community
and she can submit a referral directly
to the case team.
It comes directly to HQ
for that specific region used with Dan.
Case assignment rules we use for that.
So what does that mean?
No more spreadsheets, no more paper.
We don't want someone to get stuck
on the referral process
and have somebody slip through
the cracks who deserve help.
Now, when we talk about
assigning the programs,
Dan, I think this is something
that you're going to pay attention to.
We're using an innovative
solution from Salesforce
in Lightning called Einstein
Next Best Action.
It looks great.
It's got photos that show off
what the programs
the folks are eligible for.
And if we had wifi it would play.
We put together this great
set of slides and these awesome videos
and then the Internet goes down,
which it had been going down
for the last two days.
I guess we should have anticipated that.
Maybe.
I definitely froze up.
On Friday, so.
I thought we'd just like,
Oh, let's reset.
Instead it was like, Oh.
Just keep going.
We can show it to you
as soon as we've
got the ability to do that.
But what it does is
it takes that information
from the user that they've
submitted in the application
and based on the answers
to their questions,
we all just worked to lift
each other back up
and we got through it
It's going to suggest to the case manager
which programs to enroll
this constituent into
so they don't have to look
and they don't have
to make some decisions.
It's going to make the suggestions
and they're going to be able
to suggest and enroll
them in the programs exactly as you know,
we need them to be in
so that they won't slip
through the cracks.
Looping back to those channels
that uplift faces
that we addressed at the beginning.
I think you'll see from our presentation
that we knocked it out of the park,
thanks to the power of Salesforce,
the insight of your self, Eleanor,
your expertize, Jess and Dan,
your thoughts on innovation.
We couldn't have done it without you,
and we think you're going to
love what we put together.
Team Odyssey.
Thank you.
Now let's open it up for questions
from the judges.
I was really excited
to see the innovation there
with next best action.
I'm curious how much of that is
AI based versus how much is rules based?
Right now, we're just using some rules.
As we start getting more records
and more information
and we're able to use the
AI and the system
to start to make predictions.
Oh, I definitely appreciated
the addition of the use of
AI that would give
then suggestions
rather than automatically enroll,
you know, forms into the program.
So I guess the clinicians
that clinical judgment that they need
and I definitely appreciate
the aspect about language
because that's a critical piece
for the population that we serve.
So at some points
I actually think I heard you oohing
and eyeing a little bit when
when you were talking about the solutions
and the pain that it would solve.
What were some of the things that we're
you know,
we're left on the cutting room floor.
We also implemented security
for the HIPA reasons.
So we created roles
based on the directors, the managers
and then the staff.
So depending on what cue they come in to,
that determines who can see it.
What component would save
my team the most time
and what would be the
easiest to implement?
Get rid of those spreadsheets.
Team Odyssey, thank you very much.
Team adventure.
You're on the clock.
Today, we want to show you
how team adventure
built a solution on Salesforce
to help case managers
so that they can focus on
what they're really good at,
which is working with the people.
Today, we're going to introduce you
to three different people to kind of walk
you through the process
of what things look like.
So there were a lot of nerves.
Yes, I'm pretty sure there was a pool
under me from Sweat.
First up,
we'll meet a school counselor,
Mike Wazowski.
We built a website
utilizing experience cloud
so counselors can submit referrals
directly to uplift family services.
I think as the presentation went on,
the nerves kind of eased.
Not only is it a secure
login access for Mike,
he also has the ability
to submit a referral
as well as track
previous referrals that he submitted
through the portal as well.
We also have the same functionality
available on mobile,
so he can do it
when he's away from his desk as well.
So now I'm going to show you
what Karen Joy, a case manager, will see
once she is inside of Salesforce.
She logs in Salesforce
and she goes to the case tab from here.
She decides to go
to all the unassigned referrals
and take the one
that was just submitted by Mike.
She'll go into that
and she can read the information
that was added about that referral.
And then on the right hand side,
it'll give her some guidance
for things that she can do next.
We also have added something
called in-app guidance.
So if Karen is new to uplift,
if she's new to the case manager role.
It'll pop on the screen and
walk her through things.
We created a portal for our
parents, which they can
log into from anywhere
which is mobile enabled as well.
Bill can come in here
and see that he has an
intake application for his son.
Once the referral was created
in the application
started, Bill did receive a email
with the information to log in.
So now you can see here
the questions for the application
are there.
So we'll go ahead
and answer those and ensure again
that it's actually
the parent answering it.
We have a digital signature.
And to wrap it up,
you have a personal message.
Thank you for answering the questions
to submit your application,
your case manager
carried your reach out to you.
So with next steps.
These three fields that we displayed,
we've translated them
into Spanish, Chinese
and other languages,
and we translated knowledge
as well into Spanish.
So you can see the Spanish version
of your articles,
you can see and access help
from just about anywhere
inside of the system.
So at the end of the day,
all of that data is in one place.
Thank you. Team adventure.
Judges, the floor is open for questions.
As an executive in the organization,
what would my experience
be like from reporting?
We can actually create custom dashboards,
as you can see here.
So if you want to get a high level
overview of some of your reporting,
whether it's around case management,
whether it's about referral
or whether it's about your
your programs, we can create dashboards
that can give you that
high level overview
and gives you the ability
to drill down to as much detail
as you want as well.
Congratulations on the innovative
referral form.
I haven't seen one
quite like that before.
You had a small number of fields
and you had a nice,
beautiful, contextual help.
How did you build that
and what was the thought
process around the design of.
That that was built using a screen flow?
There's something called call
script templates
and that kind of helps
guide the person
filling out the screen flow
in a more conversational way.
It keeps them interactive,
keeps them engaged, and lets them know
exactly what they're doing.
I'm curious on the responsive
design desktop versus mobile,
did you have to build
two different layouts?
That is, the same design
just built in the salesforce natively.
Makes it responsive.
For your mobile device?
Pretty much.
We always said
I wanted this to run
on desktop and mobile
and then we were done.
So didn't have to worry about it
too much. The team adventure.
What a journey. Thank you.
Thank you. Thank you.
Team Quest, you're on the clock.
I'm a teacher at Bay Area High School.
I have a concern about one of my students
and their housing situation.
I go to the Uplift Family Services Portal
where I don't need to log in
to send a referral information.
So all the referral information
from multiple different entities,
not just schools,
including counties or health
plans, can be sent
directly to this web form.
I have the laptop in one spot
and the TV was in another.
I couldn't stand where I was standing
without blocking the TV,
so I had to pull the mouse with me.
And I was doing gestures and standing.
All of this once I click
next will be processed
through a Salesforce flow.
We have many flows
built out of the box
from nonprofit cloud,
where it automatically
creates a case record
directly from the flow.
And when that case record is created,
an email is sent
to the concerned parent too.
So I'm a concerned parent
and I'm receiving this email.
We did spend a lot of time
on the presentation.
Yeah, I think we were very prepared
and I feel like judges
have been impressed by our presentation.
I click on the URL
to log in to experience cloud
and from there I fill out the intake form
with the required information.
But maybe when I'm filling out the form,
I have some questions.
So we've surfaced knowledge articles
so that the parent can have self-service
to get additional information.
We've also implemented
a chat bot
to provide guided conversations
so that they can get
additional information.
Once I've submitted that intake form,
it triggers an approval process
which then goes to the
uplift case manager.
I am the case manager and Janet is here,
is concerned about her
son, John Smith for the housing program.
Now that the application is approved,
I then go ahead and create
an engagement record.
I meet with John Smith on time
to time to get the assessment score.
When I'm doing the assessment.
I have to go out in the field
and meet with John.
So what do I do?
I take out my phone,
log in to the mobile app,
make sure I'm multifactor authenticated.
Before I log in, key
information of my client.
So using the data
that we've entered,
we can present an executive dashboard
so that they can review it
on a daily basis.
We use the power of Salesforce,
Lightning, nonprofit cloud,
experience Cloud
and even Einstein Tap Box
to help uplift family services
drive further towards their mission.
Thank you, Team Quest.
Now, judges, let's
open it up for some questions.
If we had a family that had were English
as a second language,
what their experience be like.
Salesforce supports
the ability to display
different languages in experience cloud.
So we would definitely be able
to customize that
as part of the possible.
One of the benefits of low code
is it's not just the ease of building,
but it's the ease of changing later on.
How can uplift change this application
over time to meet new
and changing requirements?
None of anything we built had any code.
It was a lot of copy and paste
and create new elements
all through clicks
We feel very confident in the ability
to add new nodes, to create records,
or even just add pick list values
to existing forms.
Which section were you most proud of
in this presentation?
I think for me, the heart of what
we're trying to provide
for our bus services
is that experience for the
parent and the person
being involved in the engagement.
So I was proud of the intake form
where we were able
to surface the knowledge
and the chat bot
because they had a lot
of different options
for what they felt comfortable with
in order to submit that intake form
and have visibility to the status
and what was going on.
So it made them feel more involved.
With that experience.
Yeah, I think you guys
had a lot of discussion around data
and data model upfront
and I think it paid off here.
So we took a lot
of time before building so.
All right, judges, we just
heard presentations from all three teams.
It's time for reactions.
First was Team Odyssey. Jess?
At the clarity, the
presentation and the setup
and the contact setting was great.
They started off very strong,
but it was still difficult
to see, you know,
what it would be like
from the user perspective.
And this was the only team to use.
Next best action.
Great piece of innovation there.
And Tim Adventure. What worked for you?
What did it? Yeah.
I think he did a great job of
integrating nonprofit
cloud with some customizations
in a way to look pretty seamless.
We were worried that they weren't.
We're going to have
enough meat to show us,
but I was actually pleasantly surprised.
I particularly like
the really short forms
that would lead the families through,
and that was one of my criteria, right?
Ease of that whole process.
Next up was Team Quest.
They had a really thoughtful
approach to the data and data model,
which is super important.
Quest was the only team that used bots.
Conversational user experiences,
I think would really resonate
with some of the users.
It's going to be a tough call.
Which team will take home the win?
Team Quest said they lost some time
by building before they
planned things out,
but they were the only team to improve
the user experience with chat bots.
Team adventure made uplift
process easier with their one question
at a time screen flow.
But did they miss out
on any crucial advice
by not sharing more with the judges
or is team Odyssey's innovation
going to put them ahead.
They may have weathered
the worst Wi-Fi difficulties,
but they really plan for long
term success with Einstein.
Next, best action.
All right, trailblazers.
This is it.
We are about to reveal
the first ever winner
of Legends of Low Code.
As a reminder, first prize will take home
$10,000 to donate
to the charity of their choosing.
Second place will take home $5,000
for a charity of their choosing.
And third place will get 2500.
Judges, do you have any final thoughts
for our contestants.
On behalf of Uplift, Family Services
and the families that we serve?
Thank you.
This was really impressive
and I cannot tell you enough.
The impact that I'll have made.
Win or lose.
Just know that I. Am.
Touched on behalf.
Of the families that we serve.
It was really difficult to choose.
You all addressed what we needed,
which is referral intake and enrollment.
And for me, it came down to ease.
I think that was a theme
in all that I asked.
So that's where I leave it.
But thank you so very much.
And so it is now
our great privilege and honor to announce
the winner of the first
ever Legends of Low Code.
All right.
The winner.
Is team...
Adventure!
Coming to competitions like this,
you never know what to expect.
We came together
so organically
and I think that really helped
drive our solution.
Feeling super proud of how we did.
You know,
we got some great
feedback from the judges
and I'm so excited for Team Adventure.
We did our best with
the time that we had,
so we have to feel good about that.
We're all winners here.
Everyone gets money
to give to a nonprofit of their choice.
So truly all winners.
There's one thing you could say
to the families out there.
What would you say?
Don't give up. Reach out to you guys.
There's always help.
It's just a matter of being connected
and finding the right person.
I just have so much gratitude
for our trailblazers.
Being able to do this reality show
with nine of our favorite trailblazers
here has just been such
an incredible experience.
It was definitely very interesting
to work rapidly with people who haven't
and quickly create a solution
that will have such a big impact.
You know, with the hustle,
I think it was really fun.
Like we enjoyed it.
I would build an app again to day
if ideally I would like to
have more time to tell. You what.
I think tomorrow.
And let's work on that wi-fi situation.
Yeah.
I'm just really glad
that I got connected with these two.
We just we really did gel as a team.
I would absolutely do this again.
Yes.
I'm looking forward
to coming back for the all star.
Right! The writing's on the wall.
Low code is the future.
And this is the way a lot of businesses
are going to build their
apps going forward.
I think we all learn
something from each other
during this experience
and I think everybody
should just take that
and just remember
you can learn anything from anyone.
In... and out.
Thanks for joining us
for Legends of Low Code.
Until next time,
keep clicking, creating
and shipping apps fast.