When creating enterprise solutions on the Salesforce platform breaching limits is inevitable. Maybe not today, maybe not tomorrow, but some day – increased data volumes and “other people’s code” guarantee it! Join me to learn about common missteps, monitoring limits over time, and how to spread the impact across transaction boundaries when you can’t fit that quart into a pint pot.

Traditional Salesforce architectures are not flexible or smart enough to respond to the need to rapidly overhaul legacy orgs in response to global AI disruption.
I will share the approaches that I am using to redefine how Salesforce solutions are defined, built, run, and maintained using components available from Salesforce and third-parties
Be prepared to challenge how you think about Salesforce architecture, now is the time for a different approach in order to get different results.

Whatever you do: Do it good!
You may have heard of the idea of ‘productise’, it can be also observed within Salesforce product offering, acquisitions and servicing. I want to show how this concept can be applied to oneself, and why is that a helpful thing to do given the current financial trends and the last 5+ years in the tech sphere. I’ll be the rat lab, delving into over 10y experiments: service diversification, digital offering to physical products.
All you got to do now: Express yourself!

Feeling overwhelmed with daily life or client projects?
Maintaining a long-term perspective becomes challenging when you are struggling to get through the week.
It’s time to hit pause and realign your focus.
Discover the power of V2MOM to regain clarity and learn how it can be used for individual growth or to seamlessly integrate in organizational or client settings. Bring along your laptop or a trusty notebook and let’s craft actionable plans for the upcoming months.

The Marketer’s dream! Learn how to use Salesforce to get a full Marketing overview. Understand how each marketing channel performs and get a full ROI for all your activity – how much business did that email generate? How successful was that event? How profitable is your advertising really? Learn from the award-winning set-up from the Marketing team at Close Brothers, who won the ‘Mar-Dreamin award 2023 for the best use of Salesforce in Marketing’

Unlock the full potential of customer engagement with Salesforce Experience Cloud. Integrating with SSO for secure access, leveraging CMS Connect for content integration, using Data Cloud for data-driven experiences, and connecting to external systems for enhanced user events. Helping to deliver personalised, secure, and engaging experiences that drive satisfaction, loyalty, and business growth. Discover how these integrations can transform your digital ecosystem.

The strength of an organisation lies not in policies but in the authentic inclusion of diverse voices and experiences. In today’s rapidly evolving Diversity, Equity, and Inclusion (DEI) landscape, we must have difficult conversations to foster truly inclusive communities. As the DE&I narrative faces increasing scrutiny, we must ask: Why does it matter? Why should it exist? How do we take action? And how do we ensure it remains a priority?

Ever hit a wall with Salesforce’s standard sharing tools? When OWDs, roles, and sharing rules don’t cut it, it’s time to get creative! We’ll dive into real-world use cases that push the limits of what’s possible – complex global teams, matrix visibility and conditional access based on related objects. You’ll leave with practical configuration solutions and new ways to bend Salesforce (without breaking it)

You already know that Slack is the best way to communicate with your team, but did you know that Slack comes with powerful automation tools? Join us and learn how you can begin meaningful automation that saves you time and improves your workflows!

Struggling with complex data mapping in Salesforce Flow? The Transform Element is here to help!
Learn top tips, real-world examples, and best practices to simplify data handling, eliminate loops, and optimise automation. Discover how to map, transform, and extract key information efficiently, reducing manual steps and boosting performance.

In the fast-paced world of Salesforce, building solutions that stand the test of time requires more than just creating new fields and Flows. This session will delve into the principles of good design, holistic thinking, and strategic planning to help you avoid the common pitfalls of technical debt. Whether you’re an admin, developer, or architect, you’ll gain valuable insights into creating robust, scalable solutions that can adapt to future changes.

Friends of Blue Footed Boobies is a [fictional] org that raises money to protect this goofy species of Galapagos bird. FBFB just adopted Salesforce for their fundraising department. Their brand new [accidental] admin is concerned that the user experience is not as intuitive nor efficient as it could be and that’s going to hurt adoption of the platform.
Let’s make everything look better! No TV shortcuts, no special tools, experience a live transformation of Salesforce from default to delightful!

We love Salesforce. We love working in an org. We love designing, programming and administrating our features. But sometimes, we find situations a bit tedious and wish there was an easier way to do it. Luckily, there are plenty of Chrome extensions to make our lives a lot easier.

Discover some of the best Salesforce Chrome extensions that will give us a better user experience and increase our productivity.

Non-profits face unique challenges in engagement, fundraising, and outreach. This session explores how marketing automation empowers non-profits to maximize impact with personalized donor journeys, automated follow-ups, and AI-driven insights. Learn how Salesforce Marketing Cloud and Pardot streamline donor engagement, enhance volunteer coordination, and improve fundraising efforts—helping you do more with less while building lasting relationships.

We’re back! Looking through the lens of ADHD, autism and just plain passion, we’ll be sharing hints and tips on how you can better look after your own mental health. We’ll be delving into anxiety, burnout, masking and more. They’ll be stories, explainers and interactive elements, so you’ll come out with a better understanding of how you can look after yourself and others, regardless of whether you are neurodivergent or not.

Discover how Salesforce Flow Orchestration can revolutionize your complex approval workflows. This presentation will guide you through designing and implementing multi-step approval processes that enhance efficiency, transparency, and flexibility. Learn to overcome traditional bottlenecks and adapt quickly to business changes, ensuring streamlined operations. Ideal for those seeking to maximize workflow automation and improve organizational decision-making.

Unlock the potential of Salesforce OmniStudio and master declarative development! In this session, you’ll explore how to use FlexCards, OmniScripts, DataRaptors, and Integration Procedures to create scalable, user-friendly applications. Designed for beginners, we’ll break down the basics with real-world examples, empowering you to streamline processes and deliver impactful solutions – without writing a single line of code!

We will explore the latest innovations in the Salesforce industry solution for nonprofits  — Nonprofit Cloud – from advanced donor management and AI-driven insights to program automation and dynamic reporting. Attendees will gain practical strategies to implement these effectively, ensuring they’re ready to harness the full potential of Salesforce Nonprofit Cloud to achieve greater efficiency, transparency, and impact.

Learn how two amazing tools Einstein Next Best Action & Recommendation builder can use real-time data and AI to deliver contextual recommendations for your Sales & Service teams like prioritizing high-value deals, resolving customer cases faster, or recommending upsell opportunities. Understand how to customize this for your use cases just by using clicks not code.

Unlock the secret to scalable, high-quality software. Enterprise patterns provide proven solutions for complex systems, while Clean Code ensures clarity, maintainability, and long-term success. Master both to build robust, efficient, and future-proof applications. Code smarter, scale faster, and deliver excellence—because great software starts with great foundations!

Unleash your architect superpowers! Navigating Salesforce’s expanding universe demands innovative communication strategies. Discover how to maximize your diagramming toolkit — leveraging data, layering, and much more — to transcend complexity. Join us for a highly practical experience that will supercharge your skills, equip you with powerful tools and approaches, and unlock newfound efficiency and storytelling prowess, essential for mastering the evolving landscape of Salesforce architecture.

Just as athleticism requires maintain consistent training despite weather challenges, successful Salesforce governance requires unwavering commitment. Learn how fitness principles like progressive overload, form checks, and accountability systems map directly to enterprise governance success. Discover practical frameworks for building organizational strength through scalable standards, strategic “recovery periods,” and sustainable governance routines that power long-term platform health.

Writing reliable UI tests for Salesforce apps can be challenging due to dynamic DOM structures, iframes, and complex page interactions. UI Test Automation Model (UTAM) simplifies this by offering a structured, component-based approach to building stable and maintainable UI tests. This talk covers what UTAM is, how to set it up, writing your first test, and best practices. By the end, developers will have the knowledge to automate UI testing efficiently in Salesforce projects.

Did you know that beside Lightning web components, you can find standard web components libraries over the web? Giving you pre built components that may not be available as existing LWC? And that Salesforce recently opened the door to let you use these standard web components directly into Salesforce? Let’s have a look at what web components are, how to use them, and what are the good and bad use cases for them inside Salesforce.

Discover how observability can revolutionise Salesforce debugging and monitoring. We’ll share how admin-developer collaboration transformed fragmented error tracking into a unified, proactive system. By leveraging internal tools and external applications, we moved from reactive troubleshooting to real-time monitoring. Gain practical insights and strategies for improving collaboration, streamlining workflows, and establishing an effective observability framework.

After years building up Salesforce experience you may be surprised how little you really know. The ISV world is very different and its many quirks are poorly documented. Join Cécile and Jai as we take you on a magic journey through the wonders of product development. Afterwards you’ll be better prepared, although perhaps not willing, to build a product.

As a Admin, your work shapes team collaboration and drives success. This session focuses on developing with a team-first mindset, ensuring solutions align with multiple teams. Discover best practices for scalable, maintainable customizations, from clean architecture to naming conventions. Learn the importance of defining bypass logic to override workflows. Leave with actionable strategies to build efficient, secure, and future-ready Salesforce solutions.

Whether you’re a developer, aspiring architect, or perhaps someone that manages a team of engineers, this presentation explores how embracing Business Analyst responsibilities can elevate your technical career. Discover how a more t-shaped skillset can set you apart, helping you deliver more impactful solutions and grow into those senior engineering or architecture roles. Join me to uncover practical insights to enhance your value and effectiveness in any technical role.

Salesforce and Slack are a perfect match for DevOps teams. This session explores how to integrate Slack into your Salesforce DevOps pipeline for better collaboration and visibility. Learn to use Slack for release notifications, issue tracking, and CI/CD integration through real-world examples. Walk away with a toolkit to boost team efficiency and streamline your DevOps process with seamless communication.

In today’s complex marketing landscape, customers engage with multiple touchpoints before converting. Understanding which interactions truly drive revenue is crucial—but also challenging. This session will share how we adopted a robust multi-touch attribution (MTA) model that connects Salesforce Campaigns with the Adobe Ecosystem providing deeper insights into marketing effectiveness across the everchanging B2B purchase journey.

Files are everywhere in Salesforce – attached to records, chatter posts, and in libraries. But building them into flows, prompts or integrations involves a baffling data structure and a confusing set of specific requirements and permissions.

Get a clear overview of the data model behind Files (aka ContentDocuments) and some real world sample automations. Rename and share files automatically, Produce Agent summaries of key files and mass-download batches of files in one step.

Ever thought about going freelance, contracting or a solo partner? Want to know how to find customers? Curious about what kind of work we get involved in? How to set yourself up for success? How to find your niche? Practical advice to get you started and suggestions to inspire you on the art of the possible.

We’ve used AI to accelerate Agentforce development. You need also need well-understood processes, solid data governance, and strong metadata management. These drive sustainable benefits from agents. The entertaining and educational session will ensure that are prepared for an agentic world, and have a proven repeatable approach to managing agents.

Launching a new Salesforce org? Don’t let missteps turn it into a future headache. This session walks through must-do setup tasks to prevent security risks, API vulnerabilities, and org issues. Learn how to enable key release updates, lock down API access, implement strong authentication, and fine-tune org settings for long-term success. Whether you’re an admin or consultant, these real-world strategies will ensure your org is scalable, secure, and built for growth.

Any seasoned Salesforce professional would agree that business analysis is the foundation of a successful project, but what does that actually look like? Learn what BAs do and how to skill up.

Congratulations, you made it through the gauntlet of implementation! Now, let’s talk about 4 steps you should take to ensure continued success with Salesforce. In this session, we will walk through creating an impact statement to guide your future decisions, creating a Salesforce staffing plan, setting up your steering committee and establishing ongoing best practices. You will leave the session with your plan started and your next steps ready to be taken.

B2B Commerce is built on the core Salesforce platform and surfaced to your business customers through an Experience site. It uses standard objects within Salesforce to set up pricing, images, and groups of customers to sell to.

Learn how to create a different look and feel for each customer, options available to you when configuring your store front, how different pricing for each group of customers can be implemented, and how to integrate a delivery calculation service into your storefront.

Take your Salesforce Marketing Cloud skills to the next level by mastering the fundamentals that keep your instance clean and efficient. From optimising infrastructure to smarter data management, this session covers essential best practices that will improve your email campaigns and overall platform performance.

If building agents is really so easy, how much can we build and show working in under 40 minutes?

Challenge accepted!

Taking a common use case, like answering HR questions and booking time off work we will attempt to build a fully working agent from scratch, including all custom actions!

In this session Zoe will share actionable lessons from Marketing Cloud Growth / Advanced implementations, covering essential platform features, effective user onboarding practices, and successful marketing use case deployments.

Struggling with the complexities of Salesforce Data Cloud’s consumption-based model? Join us to uncover essential design principles that ensure efficient use of this innovative platform. We’ll delve into strategies for effective ingestion, transformation, insight generation, and segmentation, all while keeping consumption costs into consideration. This session will equip you with the knowledge to make informed design decisions, optimizing both performance and cost-efficiency.

Tight timescales are nothing new to Salesforce teams and. The pressures posed can be daunting, especially with hard deadlines, whatever the reason may be.

Come to this session to learn how a cross-functional team of 8 people from Engineering, Sales, Marketing and Customer Success came together to execute a new product launch in six weeks in what would usually have been done over six months.

Discover how they planned, interacted, built, and engaged stakeholders and ultimately succeeded.

This session will focus on key documentation types in implementation: Business Requirements Matrix, Application Configuration Workbook, and Solution Design. We’ll explore their purpose, role, and best practices. Emphasis will be placed on creating clear, concise, and effective documents that ensure client understanding and contribute to project success.

Ever seen Salesforce code that looks randomly generated – or worse, designed to break your sanity? What about flows so tangled they could be modern art? Salesforce’s “no-code” and “low-code” approach often leaves developers wondering: Are we building to last or just making sandcastles?

In this talk, we’ll challenge the norm and bring real software engineering to Salesforce—writing maintainable code and applying solid design principles that stand the test of time.

There’s a place for everyone in the Salesforce ecosystem! You’ll establish a personal brand along the journey to being your true self. This interactive session will look at the variety of personal brands thriving in the ecosystem (is blue hair okay for a professional???) and discuss the importance of your brand. You’ll leave with steps you can take to not only establish but OWN your personal brand.

Do you ever feel like your Salesforce Flows are playing a high-skakes game of Jenga with your data? One wrong move—boom! The Winter ’24 release introduced an ‘upsert’ feature in ‘Create Records,’ promising precise updates. Sounds great, right? Not so fast! This change can cause major issues if misused. Join us to explore real-world use cases, compare it with ‘Update Records,’ and learn to avoid data disasters. Come ready to laugh, learn, and upsert with confidence—without any upset!

Salesforce Chat won’t be around forever—sooner or later, migration will be inevitable. As architects, we must be prepared! (Salesforce will never leave us without work). Messaging for In-App and Web is a way to move forward, but understanding the key differences is crucial for a seamless transition. In this session, we’ll break down feature comparisons, common migration pitfalls, and best practices to ensure a painless switch—keeping both your users and your architecture intact.

If only choosing the right Salesforce marketing automation tool was as easy as asking Google for directions. As marketers, we know the destination, but which tool is the best route? And how do diversions like Data Cloud and Agentforce fit in?

Join two Marketing Champions to explore use cases, weigh the pros and cons, and try to predict the future of marketing automation in Salesforce. You’ll leave with a clearer direction and the confidence to navigate your Marketing Cloud options.

What makes a Salesforce partner thrive in an ecosystem where change is constant and client expectations keep rising? The secret lies not in technical prowess alone, but in seven foundational habits that stand the test of time. Having worked with many partners globally across my 30-year consulting career, I’ll reveal the core practices – often overlooked but transformative – that set market leaders apart.

What I found was a ton of technical debt in Sales-, Service- and Experience Cloud. Learn from my journey towards a healthy org that supports our processes, has happy users and is secure.

Unlock the power of GenAI with Salesforce Prompt Builder! This session explores key tips on crafting effective generative AI prompts to simplify users’ daily tasks by integrating AI-powered prompt templates into their workflows. Through a real-world use case—a Sales Rep summarizing lead interactions—we’ll demonstrate best practices, optimizations, and live examples to help admins build effective prompt templates.

Have you ever kicked off a discovery project only to find misaligned stakeholders or a lack of meaningful input? The secret sauce? Effective client onboarding!
In this session, we’ll explore how structured onboarding optimizes a discovery by surfacing risks early, shaping customer behaviours, and driving user adoption.
As a Customer Success Manager, I’ll share practical tools to prepare clients, create early wins, and build trust for your most successful discovery yet!

With Agentforce, Salesforce has opened the box of wonders for us, and we can augment our workforce with powerful agents that deliver scalable service around the clock. But how can we all benefit from the AI revolution without compromising the security of our data?

This hands- on workshop is going to explore Agentforce’s security model, how it can be attacked, how proper prompt defence is designed and how you can make sure that your agents are helpful and secure instead of chatty.

In this session you will learn how to pull Salesforce Reports and Dashboards into Slack with a native Salesforce Slack app. This includes searching, setting up subscriptions and viewing snapshots all in Slack. You will also learn how to push Salesforce Reports and Dashboards into Slack using Flow. This allows you to control cadence, trigger points and can even bypass subscription limits.

There are many things in your production org… and they are sadly not always well documented
What if you could simply generate a website describing what is in your org, and ask AI to summarize it, explain it, and complete any missing information about object model, flows, apex, pages, sharing… ? 🙂
And in your own language, of course!

As a client, you have a Salesforce project you’d like completed. As a consultant, you are ready to implement.
What roles should client and consultant play to secure a happy project delivery?
What is the impact of them not understanding and acting upon them?
We’ll take the perspective of both parties and talk about how they can work together to deliver the desired goal and show that a client-consultant relationship can be a happy project marriage.

Becoming a Salesforce Architect might seem like an ambitious goal, but it’s achievable for anyone with determination and a clear plan. In this session, learn from a seasoned Salesforce Certified Technical Architect and Trailhead Instructor how to chart your path to success. Discover the key building blocks of an architect’s journey, from mastering foundational concepts and gaining hands-on experience to developing strategic thinking and leadership skills.

The Pub/Sub API works slightly different than a traditional REST API. You might get a little lost when it comes to the Apache Avro data format and the Schemas. In this session we’ll discuss how you can use Postman in combination with a custom created workbench like tool to help you debug your pub/sub implementations. We’ll show you how to create and publish test data and schemas to save you a lot of time on you pub/sub journey.

For organisations with mature data strategies already using Snowflake or Databricks, integrating Salesforce Data Cloud can unlock powerful synergies. This session will demonstrate how these technologies can co-exist, complementing each other to maximise data-driven capabilities. Discover how Snowflake and Databricks data processing can enhance Salesforce Data Cloud’s real-time insights, driving unified customer views and personalised experiences for a competitive edge.

Learn how Salesforce’s Heroku complements Flow and Apex to extend Agentforce capabilities for complex use cases, with elastic compute, new Heroku features for seamless integrations, and a live demo.

In complex projects, I’ve faced high-pressure situations where emotional intelligence was essential to managing conflict and keeping teams engaged. In this session I’ll share stories of how I applied this skill and provide tools to strengthen your resilience and foster collaboration in your projects.

Can you deliver a Data Cloud proof of value in just three weeks? We did—with a part-time team of four! This session covers the complete process we followed, from scoping and planning to execution and presenting measurable business value. You’ll gain actionable insights into best practices, anti-patterns, and techniques you can use to guide your Data Cloud journey while avoiding common pitfalls—whether you’re a customer or a consultant.

Join me for a concise and insightful session and learn how to assess and enhance the performance of your Salesforce Flows, ensuring they run swiftly and scale seamlessly as your business grows. Discover the key metrics and tools to measure flow efficiency, identify bottlenecks, and implement best practices for optimal performance. Whether you’re a developer, admin, or architect, this session will equip you with the knowledge to keep your flows fast, responsive, and ready for the future.

This session will explore how tools like Flows and bots can drive significant ROI by streamlining repetitive tasks, reducing manual errors and freeing up employee time for higher-value activities. Learn real-world examples, key metrics to track automation success and strategies to quantify the financial and operational impact of automation initiatives. Attendees will leave with actionable insights to build a compelling case for automation to maximize the value of their Salesforce investment.

Design thinking touches every stage of successful implementations, but many Salesforce Architects still lack the technical components of design needed to successfully address the needs of the user and business. In our session, we will uncover the essential steps needed for creating a design mindset, how to avoid rework through design, decrease time for deployment, and tips for increasing user adoption.

Transitioning from a hands-on technical role to a leadership position involves more than just acquiring new skills; it requires a fundamental shift in mindset and approach. Join me as we use real-world examples and practical advice to explore the journey from being an individual contributor to becoming an effective tech leader and if that is the right path for you.

Imagine using historical business data to learn how your users truly do their work. Do they follow prescribed processes? Have they veered off course? Are they succeeding in spite of the system? Business Process Mining can answer these questions. In this talk, we’ll introduce you to the core principles of Business Process Mining. Learn how it helps you discover, plan, and measure processes. And we’ll cover some of the challenges to using process mining with Salesforce and how to overcome those.