Archives

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, […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

One of the things Salesforce is great at is automation, but just because it can be done doesn’t mean it should! Often the role of the Business Analyst and their responsibilities are fulfilled by another team member. Whilst one person may be capable of doing it all, it doesn’t mean they should. During this session, […]

Join us for an informative and thought-provoking session navigating the shift towards headless Salesforce architecture amidst rapid technological evolution. Discover the benefits, strategies, and pitfalls of adoption, whether in greenfield or brownfield implementations. Gain insights and actionable tips to architect scalable, channel-diverse solutions that meet today’s changing customer demands. Don’t miss this opportunity to revolutionize […]

Ever feel like the project manager should be managed instead of managing you? We’ll talk about smart strategies for defining scope, setting project pacing and communications that work for both. It’s not about “managing up” but enabling consultative win-wins. Expect a lively mix of “walk in their shoes” empathy plus good-natured impressions. I aim to […]

Ever implemented a feature and thought “this should be an app”? This session is for you! Not every app is complex, and the difference between a clever customisation and an AppExchange-ready package is wonderfully narrow. We’ll take lessons from product design, technical architecture and early-stage marketing to explore how great features become intuitive, flexible, lovable […]

This is a session for developers looking to master Salesforce. Learn practical design patterns to build scalable, efficient, and maintainable Apex code. Whether you’re new or experienced, this session offers valuable insights to elevate your development skills.

The latest addition to the Marketing Cloud stack is very clearly marketed at small businesses. Despite mass speculation, there’s no formal word on if, or when, this functionality will replace Marketing Cloud Engagement and Account Engagement. So, what does this shiny, new toy actually do and why has Salesforce built a whole new marketing automation […]

There have been a number of ways in the past that marketers have been able to track marketing touchpoints and activites. I’ve developed a way to utilize the Account Engagement cookie and some API work to be able to get every marketing touchpoint out there! If you want to be able to understand how a […]

We will discuss the challenges and opportunities associated with coordinating marketing efforts across various channels, such as email, social media, and mobile. Through practical tips and case studies, attendees will learn how to leverage the capabilities of SFMC to create cohesive multi-channel campaigns that deliver personalized experiences to customers and drive engagement and conversions across […]

Salesforce DevOps Center (DOC) is the free replacement for Change Sets. Every customer should be migrating to DOC, but the lack of awareness of the potential and a fear of making the change is slowing adoption. This is hugely wasteful as DevOps Center is dramatically faster and more rigorous than Change Sets. But DOC enables […]

Join this session to learn about the Evolution of Vlocity into Salesforce Industries (SFI), its role in industry sectors growth, cost savings for customers and the various Industry Clouds encompassed within SFI. Discover how SFI is driving Salesforce’s shift towards becoming a more customer-centric and industry-focused CRM by having prebuilt industry-specific solutions (Telecom, Energy & […]

Are you placing too much emphasis on your job/career improvement and feeling burned out? Is this making you experience stress on a regular basis and creating work-family conflict? Join this session and learn the simple techniques that help to maintain your competitive edge at work while also nurturing a healthy personal life.  

Pardot is full of features that can help you personalise different types of experiences within the tool. From Dynamic Content to HML to Snippets — these features lean on the strong connection between Salesforce and Pardot (data) to power these functions. What happens when the data fails you or these features don’t play along with […]

It’s official: Salesforce Marketing Cloud is the #1 Marketing Platform! * But being #1 is not being perfect… So let’s kick this out and see how to easily increase and extend the capabilities of Salesforce Marketing Cloud! In this session, you will discover a selection of solutions -AppExchange apps or external solutions- that integrate with […]

Whether admin, architect or anywhere in between, how do you offer solutions that are not only feasible – yes it can be done, viable – yes its within budget, but also desirable. Achieving the ultimate goal, of excellent user engagement. Building with desire, managing projects with desire, solving customer requirements that are desirable to use. […]

Do you ever wonder how some people get so much done and still seem to have a life outside of work!? I’ve been researching and testing a number of different ways to be more productive in both my home and work life. You’ll be surprised to see how a few habitual changes can have a […]

All too often, people rely on gut instincts when requesting new reports. Join me as we look at how to transform decision-making using the data you already have to identify patterns impacting your goals. We can then use these insights to build actionable analytics with CRM Analytics and spot opportunities to change business behaviour. By […]

Pardot’s recent releases have focused on cementing its claim as an enterprise Marketing Automation solution with features such as Business Units, Embedded Dashboards and Pardot Einstein. But, when your teams are based across the globe, how can you really build a successful multi-regional marketing strategy? Join this session to learn how to structure your Pardot […]

ROI is what we rely on to view success from marketing initiatives and strategically plan for the future. Accurately attribute revenue generated by campaign to see the most effective channels your customers take to arrive at a purchase. Join this session to learn how Salesforce and Pardot can be configured to provide you with this.

A solution for offloading your Salesforce image storage to Amazon Web Services (AWS) and making efficient use of those images in Salesforce by resizing and rendering those images on demand. We’ll discuss an example use case from Salesforce Field Service, but there are many other scenarios that can take advantage of these techniques.

Leading a project, whatever the size, is always a challenge. Do it right and you bring success. Do it wrong, and things spiral into a very unhappy place to be. I will share with you the checklist I use to make sure that expectations are set correctly, and we can all be successful. I will […]

Having deployed CDP on a recent project, and getting certified, I will summarise the best practices for implementing CDP. You can avoid costly time consuming mistakes by following these ‘lessons learned’.

Net Zero Cloud is a new Salesforce product that aims to solve new and increasingly pressing business issues. In this presentation, I will talk about my journey with Net Zero Cloud to show you how anyone can develop on Salesforce products to tackle novel business problems. You will leave this presentation much clearer on what […]