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Dreamforce	
  ‘13	
  Agenda	
  Builder	
  
User	
  Guide	
  
To	
  access	
  Agenda	
  Builder,	
  go	
  to	
  
www.dreamforce.com	
  and	
  select	
  the	
  ‘Login’	
  buAon	
  
from	
  the	
  top	
  leC.	
  	
  Haven’t	
  registered	
  yet?	
  Click	
  
‘Register’	
  to	
  go	
  through	
  the	
  registraKon	
  process,	
  
and	
  then	
  you’ll	
  be	
  able	
  to	
  log	
  in	
  and	
  add	
  sessions.	
  
Use	
  your	
  Dreamforce	
  credenKals	
  to	
  log	
  in	
  on	
  the	
  next	
  screen.	
  	
  
Don’t	
  remember	
  them?	
  Click	
  ‘I	
  forgot	
  my	
  password’	
  and	
  use	
  
your	
  email	
  address	
  to	
  retrieve.	
  
When	
  you	
  log	
  into	
  the	
  Dreamforce	
  App,	
  you’ll	
  see	
  our	
  new	
  
welcome	
  screen,	
  along	
  with	
  a	
  “Home	
  buAon	
  along	
  the	
  top	
  
To	
  start	
  signing	
  up	
  for	
  sessions,	
  click	
  on	
  “Sessions”.	
  
You’ll	
  see	
  a	
  full	
  list	
  of	
  sessions.	
  	
  The	
  number	
  of	
  sessions	
  each	
  day	
  are	
  in	
  the	
  red	
  circle	
  
next	
  to	
  each	
  day.	
  	
  To	
  start	
  navigaKng	
  them	
  quickly,	
  you’ll	
  probably	
  want	
  to	
  use	
  filters.	
  
Expand	
  any	
  filter	
  category	
  by	
  clicking	
  on	
  the	
  arrow	
  or	
  name.	
  	
  
Once	
  they	
  are	
  expanded,	
  click	
  on	
  the	
  choices	
  within	
  that	
  category	
  to	
  select	
  your	
  
filter.	
  	
  You	
  can	
  choose	
  more	
  than	
  one.	
  The	
  amount	
  of	
  sessions	
  once	
  filtered	
  will	
  
show	
  up	
  in	
  the	
  red	
  circle	
  next	
  to	
  the	
  day.	
  	
  	
  
To	
  filter	
  on	
  mulKple	
  categories,	
  simply	
  select	
  the	
  next	
  category	
  
you	
  want	
  to	
  filter	
  on,	
  and	
  select	
  criteria	
  from	
  within	
  that.	
  Your	
  
filters	
  will	
  automaKcally	
  be	
  applied	
  when	
  clicked.	
  
You	
  can	
  check	
  your	
  filtered	
  sessions	
  across	
  mulKple	
  days	
  by	
  
clicking	
  on	
  the	
  day	
  above	
  the	
  ‘session’	
  list.	
  
Want	
  to	
  get	
  rid	
  of	
  your	
  filters?	
  Click	
  on	
  a	
  filter	
  again	
  to	
  
unselect	
  it,	
  or	
  hit	
  ‘Reset’	
  to	
  get	
  rid	
  of	
  all	
  of	
  your	
  criteria	
  
Looking	
  for	
  a	
  parKcular	
  sessions?	
  Type	
  it	
  into	
  “Search	
  for	
  a	
  session,”	
  the	
  sessions	
  
will	
  automaKcally	
  filter	
  while	
  you	
  type,	
  and	
  will	
  show	
  up	
  on	
  your	
  ‘sessions’	
  list.	
  
If	
  a	
  session	
  is	
  already	
  full,	
  the	
  check	
  mark	
  will	
  be	
  darkened	
  and	
  you	
  will	
  be	
  unable	
  to	
  click	
  on	
  it.	
  	
  
You	
  will	
  need	
  to	
  choose	
  a	
  different	
  session	
  at	
  that	
  Kme.	
  	
  You	
  can	
  also	
  try	
  walking	
  into	
  that	
  
session—seats	
  will	
  be	
  given	
  away	
  on	
  a	
  first	
  come,	
  first	
  served	
  basis	
  if	
  those	
  who	
  pre-­‐registered	
  
do	
  not	
  arrive	
  by	
  15	
  minutes	
  before	
  the	
  start	
  Kme.	
  	
  
To	
  see	
  a	
  session	
  descripKon,	
  click	
  on	
  its	
  Ktle	
  from	
  your	
  results	
  list.	
  	
  A	
  descripKon	
  
will	
  pop	
  up,	
  including	
  speaker	
  informaKon,	
  a	
  list	
  of	
  related	
  products	
  and	
  roles	
  for	
  
that	
  session,	
  the	
  ChaAer	
  feed	
  for	
  the	
  session	
  and	
  the	
  locaKon.	
  	
  
If	
  you	
  click	
  the	
  plus	
  sign,	
  it	
  will	
  add	
  the	
  session.	
  	
  Once	
  the	
  
session	
  is	
  added,	
  you	
  will	
  see	
  a	
  grey	
  box	
  with	
  a	
  white	
  line	
  
through	
  it.	
  
You	
  can	
  also	
  add	
  a	
  session	
  directly	
  from	
  the	
  session	
  list.	
  	
  Just	
  
click	
  on	
  the	
  grey	
  check,	
  and	
  it	
  will	
  be	
  added	
  to	
  your	
  agenda.	
  	
  
A	
  green	
  box	
  with	
  a	
  white	
  check	
  will	
  appear	
  
to	
  show	
  you’ve	
  added	
  that	
  session.	
  
If	
  you	
  are	
  sKll	
  browsing	
  sessions,	
  but	
  see	
  one	
  that	
  is	
  interesKng	
  to	
  you,	
  you	
  can	
  ‘bookmark’	
  
that	
  session	
  to	
  make	
  it	
  easy	
  to	
  find	
  it	
  in	
  the	
  list.	
  	
  You	
  can	
  book	
  mark	
  as	
  many	
  sessions	
  as	
  you	
  
want.	
  	
  Just	
  click	
  on	
  the	
  grey	
  bookmark	
  and	
  it	
  will	
  turn	
  teal	
  once	
  bookmarked.	
  
To	
  see	
  all	
  of	
  your	
  bookmarked	
  sessions,	
  click	
  ‘My	
  Bookmarks’	
  on	
  the	
  leC	
  of	
  your	
  
page.	
  	
  You	
  will	
  see	
  your	
  bookmarked	
  sessions	
  based	
  on	
  Kme	
  and	
  day.	
  You	
  can	
  add	
  
these	
  sessions	
  to	
  your	
  agenda	
  directly	
  from	
  this	
  page.	
  
If	
  you	
  try	
  to	
  add	
  two	
  sessions	
  at	
  the	
  same	
  Kme,	
  you	
  will	
  get	
  a	
  Kme	
  conflict	
  message	
  alerKng	
  
you	
  that	
  you	
  already	
  have	
  a	
  session.	
  	
  You	
  will	
  not	
  be	
  able	
  to	
  book	
  sessions	
  with	
  overlapping	
  
Kmes,	
  but	
  you	
  can	
  book	
  mark	
  as	
  many	
  sessions	
  as	
  you	
  want	
  during	
  the	
  same	
  Kme.	
  
If	
  you	
  have	
  a	
  conflict,	
  you	
  may	
  want	
  to	
  cancel	
  the	
  session	
  you’ve	
  registered	
  for.	
  	
  To	
  cancel	
  a	
  
session,	
  go	
  to	
  that	
  session	
  in	
  the	
  session	
  list.	
  	
  Click	
  on	
  the	
  green	
  checked	
  box	
  next	
  to	
  that	
  session.	
  
Once	
  you	
  click	
  on	
  the	
  box	
  you	
  will	
  no	
  longer	
  be	
  registered	
  for	
  that	
  session.	
  	
  You	
  
can	
  then	
  add	
  a	
  different	
  session	
  at	
  that	
  same	
  Kme.	
  
If	
  you	
  want	
  to	
  see	
  your	
  calendar,	
  simply	
  click	
  ‘My	
  Agenda’	
  on	
  the	
  top	
  of	
  your	
  screen.	
  	
  Note	
  that	
  your	
  
bookmarked	
  sessions	
  will	
  also	
  show	
  up	
  on	
  your	
  agenda,	
  and	
  can	
  be	
  added	
  from	
  this	
  screen	
  as	
  well.	
  
In	
  ‘My	
  Agenda’,	
  use	
  the	
  top	
  menu	
  to	
  view	
  your	
  schedule	
  by	
  day.	
  
You	
  can	
  export	
  your	
  calendar	
  to	
  your	
  calendar	
  or	
  to	
  a	
  PDF	
  by	
  
clicking	
  one	
  of	
  the	
  two	
  buAons	
  on	
  the	
  leC	
  of	
  the	
  page.	
  
You	
  can	
  always	
  get	
  back	
  to	
  the	
  main	
  Dreamforce	
  menu	
  by	
  clicking	
  ‘Home’.	
  
By	
  clicking	
  on	
  ‘ChaAer’	
  you	
  will	
  enter	
  the	
  Dreamforce	
  app	
  ChaAer	
  page.	
  	
  You	
  can	
  easily	
  
follow	
  your	
  session	
  feeds	
  on	
  the	
  leC	
  panel.	
  	
  If	
  you	
  want	
  to	
  get	
  back	
  to	
  sessions	
  or	
  your	
  
agenda	
  ,	
  just	
  click	
  on	
  the	
  appropriate	
  tabs.	
  

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Dreamforce '13 Agenda Builder User Guide

  • 1. Dreamforce  ‘13  Agenda  Builder   User  Guide  
  • 2. To  access  Agenda  Builder,  go  to   www.dreamforce.com  and  select  the  ‘Login’  buAon   from  the  top  leC.    Haven’t  registered  yet?  Click   ‘Register’  to  go  through  the  registraKon  process,   and  then  you’ll  be  able  to  log  in  and  add  sessions.  
  • 3. Use  your  Dreamforce  credenKals  to  log  in  on  the  next  screen.     Don’t  remember  them?  Click  ‘I  forgot  my  password’  and  use   your  email  address  to  retrieve.  
  • 4. When  you  log  into  the  Dreamforce  App,  you’ll  see  our  new   welcome  screen,  along  with  a  “Home  buAon  along  the  top  
  • 5. To  start  signing  up  for  sessions,  click  on  “Sessions”.  
  • 6. You’ll  see  a  full  list  of  sessions.    The  number  of  sessions  each  day  are  in  the  red  circle   next  to  each  day.    To  start  navigaKng  them  quickly,  you’ll  probably  want  to  use  filters.  
  • 7. Expand  any  filter  category  by  clicking  on  the  arrow  or  name.    
  • 8. Once  they  are  expanded,  click  on  the  choices  within  that  category  to  select  your   filter.    You  can  choose  more  than  one.  The  amount  of  sessions  once  filtered  will   show  up  in  the  red  circle  next  to  the  day.      
  • 9. To  filter  on  mulKple  categories,  simply  select  the  next  category   you  want  to  filter  on,  and  select  criteria  from  within  that.  Your   filters  will  automaKcally  be  applied  when  clicked.  
  • 10. You  can  check  your  filtered  sessions  across  mulKple  days  by   clicking  on  the  day  above  the  ‘session’  list.  
  • 11. Want  to  get  rid  of  your  filters?  Click  on  a  filter  again  to   unselect  it,  or  hit  ‘Reset’  to  get  rid  of  all  of  your  criteria  
  • 12. Looking  for  a  parKcular  sessions?  Type  it  into  “Search  for  a  session,”  the  sessions   will  automaKcally  filter  while  you  type,  and  will  show  up  on  your  ‘sessions’  list.  
  • 13. If  a  session  is  already  full,  the  check  mark  will  be  darkened  and  you  will  be  unable  to  click  on  it.     You  will  need  to  choose  a  different  session  at  that  Kme.    You  can  also  try  walking  into  that   session—seats  will  be  given  away  on  a  first  come,  first  served  basis  if  those  who  pre-­‐registered   do  not  arrive  by  15  minutes  before  the  start  Kme.    
  • 14. To  see  a  session  descripKon,  click  on  its  Ktle  from  your  results  list.    A  descripKon   will  pop  up,  including  speaker  informaKon,  a  list  of  related  products  and  roles  for   that  session,  the  ChaAer  feed  for  the  session  and  the  locaKon.    
  • 15. If  you  click  the  plus  sign,  it  will  add  the  session.    Once  the   session  is  added,  you  will  see  a  grey  box  with  a  white  line   through  it.  
  • 16. You  can  also  add  a  session  directly  from  the  session  list.    Just   click  on  the  grey  check,  and  it  will  be  added  to  your  agenda.    
  • 17. A  green  box  with  a  white  check  will  appear   to  show  you’ve  added  that  session.  
  • 18. If  you  are  sKll  browsing  sessions,  but  see  one  that  is  interesKng  to  you,  you  can  ‘bookmark’   that  session  to  make  it  easy  to  find  it  in  the  list.    You  can  book  mark  as  many  sessions  as  you   want.    Just  click  on  the  grey  bookmark  and  it  will  turn  teal  once  bookmarked.  
  • 19. To  see  all  of  your  bookmarked  sessions,  click  ‘My  Bookmarks’  on  the  leC  of  your   page.    You  will  see  your  bookmarked  sessions  based  on  Kme  and  day.  You  can  add   these  sessions  to  your  agenda  directly  from  this  page.  
  • 20. If  you  try  to  add  two  sessions  at  the  same  Kme,  you  will  get  a  Kme  conflict  message  alerKng   you  that  you  already  have  a  session.    You  will  not  be  able  to  book  sessions  with  overlapping   Kmes,  but  you  can  book  mark  as  many  sessions  as  you  want  during  the  same  Kme.  
  • 21. If  you  have  a  conflict,  you  may  want  to  cancel  the  session  you’ve  registered  for.    To  cancel  a   session,  go  to  that  session  in  the  session  list.    Click  on  the  green  checked  box  next  to  that  session.  
  • 22. Once  you  click  on  the  box  you  will  no  longer  be  registered  for  that  session.    You   can  then  add  a  different  session  at  that  same  Kme.  
  • 23. If  you  want  to  see  your  calendar,  simply  click  ‘My  Agenda’  on  the  top  of  your  screen.    Note  that  your   bookmarked  sessions  will  also  show  up  on  your  agenda,  and  can  be  added  from  this  screen  as  well.  
  • 24. In  ‘My  Agenda’,  use  the  top  menu  to  view  your  schedule  by  day.  
  • 25. You  can  export  your  calendar  to  your  calendar  or  to  a  PDF  by   clicking  one  of  the  two  buAons  on  the  leC  of  the  page.  
  • 26. You  can  always  get  back  to  the  main  Dreamforce  menu  by  clicking  ‘Home’.  
  • 27. By  clicking  on  ‘ChaAer’  you  will  enter  the  Dreamforce  app  ChaAer  page.    You  can  easily   follow  your  session  feeds  on  the  leC  panel.    If  you  want  to  get  back  to  sessions  or  your   agenda  ,  just  click  on  the  appropriate  tabs.