Skip to Main Content

Dreamforce 2021: Your inside guide is here - EXPLORE IT


Salesforce platform planning & optimization event: what you need to know

October 08, 2020

Looking to prevent tech debt and future-proof your Salesforce investment? We’ve got the event for you.

Everything you need to know about our upcoming Salesforce Platform Planning & Optimization event

It’s officially event season! With November quickly approaching, and in-person events becoming a distant memory—we’re working hard to create exciting, thought-provoking and interactive events to help fill the Dreamforce 2019 shaped hole in your heart.

Hot on the trail of last month’s Executive Banking Summit and Einstein or Tableau, we’re excited to announce our next hot ticket event: Salesforce Planning & Optimization.

Join Traction on Demand, Salesforce, and other special guests for Salesforce Planning & Optimization on October 28, to learn how to future-proof your Salesforce investment. Over seven interactive sessions, you’ll hear from industry experts and peers about proactively managing tech debt, effective data governance and stewardship frameworks, and lead-to-cash best practices—ultimately, how to get the most value from your Salesforce investment. Register now: Salesforce Planning & Optimization

About the event: Salesforce platform planning & optimization

Future-proof your Salesforce investment

Have you ever wondered how to best plan and budget for Salesforce optimization projects? Do you know the best way to bring together business leaders to prioritize tech debt remediation? Have you laid out the framework to ensure you’re getting the most from your Salesforce investment?

If so, this event is tailor-made for you!

Through thought-provoking demos, real world use cases and relevant content, our platform planners and optimization experts will share their experiences and insights on how to best remediate tech debt—setting your company up for long-term success.

Sessions: Salesforce Platform Planning & Optimization

How to future-proof your Salesforce investment

In this session, we’ll discuss how organizations can avoid and remediate technical debt to stop putting out the fires of today and get back to the innovation curve and planning for tomorrow.

Register now

Steps to a successful platform planning & optimization program

In this interactive session, we’ll speak with business and transformation leaders to better understand how they prioritized, planned and secured the resources to undertake a platform optimization program.

Register now

How to Drive Organizational Change—Optimization Project Edition

This breakout session will address some of the challenges individuals and organizations face when trying to address the need for platform planning and optimization.

Register now

Investing in effective data governance and stewardship

In this session, we’ll explore how building a data governance framework can lay the foundation for strong platform adoption and amazing returns on your technology investments.

Register now

How to accelerate your technical debt remediation

In this session, we’ll share how Traction on Demand has supported organizations like yours and demonstrate the accelerators we’ve built to get you back to growth faster.

Register now

Lead-to-cash process optimization

Many organizations are burdened with inefficient processes, high amounts of platform customization and bad data. This session will show you how to get back to Lead-to-Cash best practices to drive greater scalability.

Register now

What to expect at Salesforce platform planning & optimization

Note: this is not a simple webinar; Salesforce Planning & Optimization is a unique online event and interactive community with resources, networking opportunities and live presentations.

Once registered for the event, you’ll receive login information to access the exclusive Salesforce Planning & Optimization Time to Value Community. Inside the hub, you’ll find session links, helpful articles, case studies, breakout sessions, live entertainment and much more.

Not able to make it to the live event? No worries, simply register for the event, and you’ll be granted access to the hub where you’ll be able to view all the resources and recordings from the event to watch at your leisure.

Speakers: Salesforce platform planning & optimization

Stay tuned for special guest speaker announcements soon!

Hosted by:

Josh has been on both sides of the street when it comes to CPQ. He’s been a global product owner, and as a consultant has led, architected, and managed implementations. This experience has given him a unique perspective on the hidden pain points of CPQ solutions.

Greg has been working on the Salesforce platform for over 10 years. He's helped customers design and implement solutions for large data volume and complex data architectures. His work with large organizations has given him a unique perspective on how to navigate the balance of scalability and speed of delivery.

What is technical debt and how do I know if I have it?

So, what is technical debt (tech debt)? The term refers to technical obstacles that prevent organizations from achieving business goals. They’re the result of past technology decisions, such as the decision to build functionality through hard code rather than declarative development.

What causes technical debt?

Today, organizations are heavily investing in the latest technologies and platforms to stay relevant and innovative within reach of the innovation curve.

Yet, it’s these same investments that can start accumulating, one on top of the next, resulting in a growing pile of technical debt. Over time, this tech debt can not only stagger, but bring an organization’s growth and trajectory to a halt.

How do I know if I have it?

Many organizations may not realize how much technical debt is costing them—in terms of money, time and growth. Generally speaking, if you’ve had your Salesforce org for more than a year, there’s a good chance you have some sort of technical debt accumulation.

The easiest place leaders can look is to their users; often, the most telltale indicator is simple user feedback. So if you’re hearing that the technology is “clunky” or “time consuming”, you may be in need of a technical debt remediation project.

The next step would be to talk with your dev team. Oftentimes, technical debt can make code messy and incomprehensible—savvy developers should be able to tell you if technical debt is a problem. Ask your dev team what parts of the code make it hard for them to add new features? Newcomers to the team and junior developers can be particularly helpful here. What parts of the code are confusing? What areas are intimidating?

What can I do about it?

Understanding how tech debt affects your company is vital. Even more vital, is proactively managing tech debt within your Salesforce instance. Maintaining a healthy org—aligned with platform best practices—allows you to invest in forward-looking functionality and scalable innovation, rather than being burdened by maintaining dated customizations.

Learn how to remediate and prevent technical debt at our upcoming event: Salesforce Planning & Optimization.

About TimeToValue series

Salesforce Platform Planning & Optimization is part of Traction on Demand’s Time To Value Series; a series that aims to help organizations understand how they can achieve faster return on their technology, transformation, and community investments.

As experts on the Salesforce platform, Traction on Demand has worked with many organizations to help them through platform optimization projects. With over a decade of experience, we’ve developed the accelerators and the necessary offerings to get organizations back on track - faster.

Future-proof your Salesforce investment

Check out the recording of the October 28 for Salesforce Planning & Optimization to learn how to best set your company up for long-term success.

Related articles