Rootstock Customer Conference Agenda

Let’s drill deep down into Rootstock APIs. This session will provide a complete overview of all Rootstock APIs to help you understand integration options and usage in the context of building Flow Automation and integrating with third-party apps. You’ll also learn about transactions and which fields can be created and updated via Rootstock API objects. You’ll leave with a good understanding of Rootstock API objects (SOAPI, POLOADER, SYDATA, SYDATAT), common uses, and tips and tricks.

Who should attend:  IT, Salesforce Administrators, and Architects

Learn how Rootstock helps ease and streamline inter-company transactions. You’ll learn how the inter-company function works, understand the workflow behind the transactions, and explore how both accounting and operations teams can leverage these capabilities. You’ll also see a demonstration of how Rootstock manages an order received by one company but fulfilled by another, and learn about drop shipping, virtual receipts, pricing, and costing.

Manufacturing planning relies on accurate, up-to-the-minute materials, purchasing, and production data. That’s Material Requirements Planning (MRP), and it’s the planning engine of Rootstock Cloud ERP.  This session will help you better understand order policies, a key element in effective MRP planning. You’ll also learn how resource capacity management data, engines, and user experiences can help you better plan your factory by aligning operations with customer orders.

Manufacturing and Health & Life Sciences leaders from Salesforce will team up with Rootstock executives to share their insights on the business benefits of bringing these industry solutions together on the common Salesforce platform. You’ll learn about sales agreements, advanced forecasts, channel sales collaboration, and service engagements in Manufacturing Cloud and how those capabilities are then fully leveraged across Rootstock ERP.

This interactive conversation invites you to actively participate as we discuss how we’re all struggling to meet delivery commitments while being unsure of which workers show up on any given day. And, we’ll drill down to understand why some manufacturers are thriving and growing even in the face of worker shortages. Join this interactive session where you’ll share and learn how manufacturers are finding workers, retaining workers, and relying on a common technology platform to cross-train workers for more staffing agility.

Customers want fast answers even when your service and support teams aren’t available. You want to maximize efficiency while maximizing great customer experiences. Bots help ease the load while Next Best Actions automatically guide customers to recommendations and resources. This session explains how you can use these powerful tools to enhance the customer experience, reduce costs, and give your teams more time to focus on complex issues with higher-value customers. You’ll also learn how these self-service capabilities give customers faster answers and can collect valuable information to speed results when your teams do become involved.

There is a large amount of standard reporting, dashboards and new T-CRM Einstein reporting available for Sales & Operations in Rootstock.  This session will guide you on how to locate this reporting depth, along with tips and tricks to make it your own, tailoring it for your company’s exacting needs. 

Industries such as Medical Devices, Health & Life Sciences, Canna-business, and Aerospace & Defense have stringent regulatory and business requirements. This session will dive into product design and compliant planning outputs, lifecycle product management, traceability for lot/serial-controlled products, inventory revision management, and more. You’ll also learn best practices for quality management processes and documentation, and gain insights on extending processes with other native partner applications.

Join this session to learn how testing automation can help you reduce testing costs, eliminate complexity, and speed upgrade cycles. You’ll also learn how to build a proper test automation suite which can automatically help ensure faster and more successful upgrades. We’ll also discuss how testing for application tailoring you may have done these are great for meeting your specific needs, but they then require additional (and costly!) testing resources, both initially and repeatedly as applications are updated.

In today’s disrupted supply chains, manufacturers and distributors next need multi-faceted and flexible procurement applications. This session will dive into several of the more advanced capabilities in Rootstock ERP, including Direct Sale, Subcontract Purchasing, Purchase Agreements, Outsourcing Subcontracting, Centralized Purchasing, and Inbound Logistics.

This interactive conversation invites you to actively participate as we discuss DevOps, a way to help your team deliver applications faster and with more impactful results by bringing a fresh perspective to application upgrades. Join this discussion for best practices and lessons learned on Rootstock upgrades and patches. You’ll learn more about Rootstock and Salesforce upgrade and patch deployments, and new ways to approach the recommended frequency, timing, and requirements for updates. We’ll also share tips on sandbox and production strategies, control processes for upgrades, validation, and efficient ways to manage resource preparation, rollout, and adoption.

Field Service can be a valuable line of business, but it needs proper tools and accurate data if it’s going to succeed. This session explains how manufacturers and service providers can use integrate Rootstock with Salesforce Field Service to add invoicing, inventory management, and other capabilities to your field service efforts. You’ll also learn how automation can help you better manage the operational and financial aspects of field service and discover tips and tricks to easily integrate Rootstock with Salesforce Field Service.