Session Catalog (In-Progress)

AI-Powered Workflows: How designers use AI tools like Cursor and Figma AI to accelerate prototyping and move from 'designs as screenshots' to 'designs as code' Agentic Design Principles: Creating transparent AI agents with clear data lineage and building industry-specific crafted experiences. Real-World Examples: From Agentforce ITSM to Revenue Cloud—AI-first product experiences in actionWhether you're an admin, architect, or engineer, discover how AI is changing not just what we build, but how we build it on the Salesforce platform. Key Takeaway: Practical AI tools and design principles you can adopt today to accelerate your own Salesforce development.

The session will explore how Salesforce architects can systematically craft and curate the key architecture artifacts that bring complex solutions to life, from data models and system landscapes to integration and DevOps views, while distinguishing which deliverables are truly critical versus optional for a given scope. Participants will learn how to tailor these artifacts to diverse stakeholder groups so that each audience clearly understands the solution's intent, constraints, and trade‑offs. The discussion will emphasize how well‑designed artifacts outlive individual projects by preserving architectural reasoning and providing a durable record of good design decisions that can guide future evolution.

Every Salesforce security incident has a beginning - and most start with identity. From onboarding to role changes to termination, user identities live complex lives inside Salesforce. This session exposes how poorly managed identity lifecycles quietly become your biggest security, compliance, and operational risk - and how to architect lifecycle controls that actually scale.

In this session, I'll share how we architected and coded a multi-agent ecosystem where Salesforce Agentforce seamlessly collaborates with an external Google Gemini agent to automate complex enterprise workflows that span CRM, data, and AI decisioning. The core problem was cross-platform orchestration—how to make Salesforce-native AI agents talk to external reasoning models like Gemini in a secure, scalable, and context-aware way. We solved that by leveraging the Agent to Agent protocol protocol to broker communication between the Salesforce trust boundary and external AI reasoning services. Attendees will see how we: • Designed the Agent Interaction Layer that allows Salesforce agents to call, query, and interpret responses from Gemini. • Used Salesforce Flow Orchestration and MuleSoft APIs to keep context synchronized between the two agent systems. • Implemented guardrails for governance and safety, ensuring agents act within Salesforce's security model while still leveraging Gemini's generative power. • Built a working demo of Agentforce and Gemini co-owning a workflow, where Gemini analyzes unstructured customer data and Agentforce executes Salesforce actions based on the insights.

70% of Salesforce projects fail from human bugs, not code. Learn the 'Human API' framework to diagnose team dysfunction, fix communication breaks, and create your team's operating manual. Based on 20 years fixing multicultural projects. For ALL roles - fun, practical, immediately actionnable!

Most Salesforce implementation failures aren't caused by missing features, but by early architecture decisions made under pressure. In this session, we’ll explore 10 real-world Salesforce architecture anti-patterns—covering data, automation, integrations, security, and Agentforce. Through practical examples, we’ll see what breaks, why it breaks, and how better architecture choices could have avoided it.

Slackbot is often overlooked as 'just another bot,' but when used intentionally, it becomes a powerful teammate. In this session, we'll explore how Slackbot is being used in real-world teams to reduce friction, surface knowledge, support workflows, and improve daily productivity. You'll walk away with practical examples, governance tips, and ideas you can apply immediately.

Product Management is often perceived as the natural next step for high - performing engineers, consultants, and operators.But at mid- senior levels, the transition into Product - and more importantly, into Product Leadership - is less about acquiring frameworks and more about redefining identity.This session explores what truly differentiates execution excellence from product ownership in complex enterprise environments.Moving beyond surface - level advice, it unpacks the hidden shifts required: decision - making under ambiguity, managing influence without authority, navigating stakeholder tension, and embracing trade - offs over perfection.Drawing from real - world experience across AI - driven and integration - heavy platforms, the talk challenges common narratives around Product as a “title upgrade” and instead reframes it as a responsibility transformation.Attendees will leave with: A clear understanding of the psychological shift from delivery to ownership. Practical signals that indicate readiness(or unreadiness) for Product roles. A sharper lens on what Product Leadership truly demands at scale. This session is designed for professionals who are not just looking to enter Product Management - but to step into it with clarity, resilience, and long - term impact.

Modern Revenue Operations (RevOps) demands more than automation — it requires intelligence, orchestration, and a unified revenue foundation. In this session, we explore how Agentforce, combined with Revenue Cloud (ARM), transforms the end-to-end quote-to-cash lifecycle for enterprise organizations. Discover how Revenue Cloud provides a structured, lifecycle-driven monetization model across products, pricing, orders, contracts, and assets — and how Agentforce enhances it with AI-driven guidance, decisioning, and next-best actions. We will break down how these capabilities work together to streamline complex configurations, accelerate sales cycles, reduce order fallout, and drive smarter revenue outcomes. Through real-world architecture insights and implementation patterns, this session will show how organizations can modernize RevOps with scalable, API-first, industry-ready solutions.This session is Ideal for architects, consultants, and revenue leaders looking to future-proof their monetization strategy.

The field service industry is currently undergoing a foundational paradigm shift, moving away from reactive, manual coordination toward a future of autonomous operational excellence. This presentation, Agentforce for Field Service Excellence,explores how the next generation of AI agents is redefining the speed and precision of service delivery.Traditional Field Service Management (FSM) often suffers from data silos and high administrative overhead. By leveraging Agentforce, organizations can ground autonomous actions in real-time Data Cloud insights—unifying asset telemetry, technician skill sets, and customer context into a single, intelligent reasoning engine.We will examine the three core pillars of this transformation: Dynamic Dispatching, the AI Technician Co-Pilot, and Proactive Customer Care.Attendees will gain deep insights into the quantifiable impact of autonomous agents, including an 88% improvement in First Time Fix Rates (FTFR) and a 95% reduction in average response times. Furthermore, we will outline a strategic 24-month roadmap for transitioning from legacy systems to a fully predictive fleet orchestration model. Join us to discover how Agentforce transforms Field Service from a traditional cost center into a strategic engine of customer loyalty and revenue growth.

Agentic AI is transforming how files are processed in Salesforce — evolving from passive storage to intelligent systems that can extract data, interpret meaning, and drive automated business actions. With multiple AI capabilities available, including Document AI, Prompt Builder, and Intelligent Context, architects, developers, and consultants must understand how to select and apply the right approach based on specific file processing requirements.In this session, we'll present a practical architectural blueprint and decision framework for implementing agentic file processing solutions on the Salesforce platform. You'll learn how Document AI enables precise extraction from structured and semi-structured documents, how Prompt Builder supports flexible interpretation and reasoning over unstructured content, and how Intelligent Context enhances AI outputs by grounding them with relevant CRM and enterprise data.We'll explore real-world implementation scenarios, integration patterns, and design considerations to help you build scalable, reliable, and context-aware solutions. Whether you're designing enterprise architecture, developing intelligent workflows, or advising customers on AI adoption, you'll walk away with actionable guidance to implement agentic file processing systems that transform files into meaningful, automated business outcomes.

Migrating away from Connected Apps isn't just about functionality—it's about securing your integrations. In this session, I'll share my journey moving to External Client Credentials: the security improvements, unexpected challenges, and practical lessons for keeping your Salesforce integrations safe and reliable.

Low-code and no-code tools like Experience Cloud and OmniStudio help you build faster but speed should never compromise accessibility. In this session, we’ll show how to create accessible-by-default experiences across Salesforce, from drag-and-drop configuration to custom code. Learn how to leverage SLDS components, built-in guidance, and AI-powered validation to catch issues early and meet WCAG 2.2 standards. Whether you are an Admin, Developer, or ISV, you will walk away with practical steps to build inclusive, compliant, and scalable solutions ensuring accessibility is embedded from clicks to code.

In this session, we will dive into the 'set it and forget it' architecture of modern recurring billing to explore how to bridge the gap between FormAssembly, Stripe, and Salesforce, all with low code, no code! I will provide the technical blueprint for a zero-touch renewal lifecycle, demonstrating how to map data flows and configure the Stripe Connector to ensure every payment and donor/member record is captured without complex custom development. During the session, I will showcase and demo exactly how to automate recurring Stripe payments for memberships and subscriptions within a Salesforce nonprofit environment. You will see firsthand how a single form submission can enroll a member into a recurring subscription, automatically update Contact and Recurring Donation/Membership records, and trigger automated personalized communications—empowering your org to reduce administrative overhead and improve donor/member retention effortlessly.

What this session will cover What buyers expect now: not just features, but help that feels “built-in” to the workflow. How to package your product clearly: guided steps, smart suggestions, and agent-driven actions (without jargon). Simple pricing thinking for AI-enabled apps: what to charge for and how to show value early. How to build trust on AppExchange beyond reviews: onboarding, in-app guidance, and outcomes you can prove

Grants Management for New Nonprofit Cloud. Discover how Salesforce's New Nonprofit Cloud transforms the way organizations manage the full grant lifecycle from intake to award to reporting, using a modern, scalable data model. This session walks through a practical, end-to-end approach to Grants Management, showing how nonprofits can streamline application intake, automate review workflows, manage funding decisions, track disbursements, and measure impact, all within a unified platform.

As the Salesforce ecosystem evolves to encompass both traditional applications and AI-powered agents, maintaining robust security standards and customer trust is essential. This session examines the security review processes for AppExchange and AgentExchange, providing practical guidance for organizations developing secure and compliant solutions on the Salesforce platform.Participants will gain insights into established security practices, common security challenges, and strategies for successfully navigating marketplace security reviews. The session covers threat modeling methodologies, secure development patterns for Apex and Lightning Web Components, and security considerations specific to AI-driven solutions within the Salesforce ecosystem.This session is designed for organizations at any stage of the security review journey from initial preparation to ongoing application security enhancement. Attendees will acquire practical knowledge to strengthen security posture, ensure compliance with platform requirements, and streamline the path to AppExchange and AgentExchange Platform

Learn how Salesforce developers can use Lightning complex template expressions to simplify LWC UI logic, reduce boilerplate code, and build cleaner, more maintainable components.

Dive deep into analytica studio from scratch with low code no code and how can we leverage B2BMA dashboards for Account Engagement

The Salesforce ecosystem offers endless career possibilities—but navigating the journey from Admin to Architect to Leader often feels unclear and overwhelming. In this session, I will share a practical and experience-driven roadmap for building a successful Salesforce career across different stages. Drawing from my own journey of delivering enterprise-scale Salesforce programs and leading global teams, I will break down how professionals can evolve from executing tasks to designing scalable solutions and eventually influencing strategy and leadership decisions. The session goes beyond job titles and certifications to focus on mindset shifts, skill transitions, and real-world responsibilities required at each career stage. Attendees will learn how to build a personalized career roadmap aligned with their strengths, leverage real-world project experience, and prepare for leadership opportunities in an AI- and data-driven Salesforce landscape. Whether you're an Admin aiming to become an Architect or a Consultant aspiring to lead teams, this session provides clear guidance to help you take control of your Salesforce career journey.

In this session, you will learn how to tailor Prompt Templates to generate consistent responses using HTML and JSON outputs. This reduces dependency on instructions and provides deterministic control over your prompts. Structured Outputs in Prompt Builder ensures the LLM returns responses in a consistent JSON or HTML format, which is essential for building reliable UI, and integrations.

In this session, discover how Salesforce's AgentForce AI is transforming Quote-to-Cash (Q2C) processes for B2B enterprises. As a Technical Director at Zensar Technologies, I'll share real-world implementations that leverage AgentForce for autonomous quote generation, contract automation, and revenue optimization. Learn best practices to reduce errors by 40%, accelerate deals, and scale growth amid 2026's agentic AI trends. Gain actionable insights on integrations with Revenue Cloud, CPQ, CLM, and Billing to drive efficiency and innovation. Ideal for IT leaders and revenue managers.

Building an agent is easy but making it business-ready requires skill. In this session, we go beyond the basics of Agentforce to master agent optimization to boost automation, enhance customer interactions & drive efficiency. Learn how to refine your agent responses and prevent hallucinations. Backed by insights from 15+ live customer deployments, we'll share actionable best practices, success metrics and real world project stories. Discover how to transform a standard agent into a trusted, high-performing digital employee.

Salesforce Nonprofit Cloud has become a powerful platform for organizations striving to maximize impact with limited resources. In this session, I will share how nonprofits use Salesforce Nonprofit Cloud to streamline operations, improve case management, and gain better visibility into programs, donors, and beneficiaries. Drawing from real-world nonprofit implementations, I will walk through practical use cases such as program and case management, constituent engagement, and reporting for mission outcomes. The session will include live demonstrations focused on Nonprofit Cloud capabilities, with a deeper dive into case management scenarios commonly used by service-driven nonprofits. Attendees will gain a clear understanding of where Nonprofit Cloud fits, how it differs from standard Salesforce clouds, and how nonprofits can use it effectively to support their mission.

This session introduces Salesforce Foundations, a free, modern platform that unifies data, automates workflows, and grants access to additional clouds (Service, Marketing, and more). It also enables early use of advanced products like Data Cloud, Prompt Builder, and Agentforce. Designed for admins, architects, IT leaders, and business stakeholders, the session will demystify how Foundations works, how usage-based pricing functions, and how organizations can trial cutting-edge features without risk or overspending. Attendees will learn how Foundations can accelerate digital transformation, improve productivity, and support innovation in their Salesforce orgs.

Discover how Salesforce Automotive Cloud can transform automotive business operations. This session covers practical strategies to enhance sales, service, and customer engagement, with real-world examples and best practices. Learn how to drive operational excellence, improve efficiency, and deliver exceptional customer experiences in the automotive sector.

In this session, we will build a custom Lightning Type that retrieves data from Apex and dynamically renders it in a Lightning Web Component for handling input and output. We will also create an Agent that invokes an action, where the action integrates LWC and the custom Lightning Type to display the response.

Concept: Showcase how OmniStudio scripts in Financial/Health Cloud dynamically adjust steps, questions, or guidance using GenAI. For example, based on customer profile and claims history, the script tailors its path using real-time model inference. Why it's unique: OmniScripts today are rule-based. GenAI adds fluid, data-driven personalization that isn't available natively.

This session dives into building enterprise-grade contract lifecycle management using Salesforce Industries CLM. Learn how to design contracts from draft to execution using industries data models, contract templates, clause management, approval orchestration. I'll cover architecture patterns, common implementation challenges and best practices to build scalable, compliant CLM solutions on Salesforce Industries Cloud

Many SMBs adopt Salesforce with high expectations, yet struggle when solutions become too complex, too expensive, or difficult to use. In most cases, the challenge isn't Salesforce itself, but how it is designed and introduced. In this session, I'll share real stories from working closely with small and growing businesses where simple decisions made a big difference. We'll talk about what worked, what didn't, and how starting small helped teams build confidence, improve adoption, and scale Salesforce at the right pace. Through real examples, we'll explore practical choices around automation, data structure, and user experience that often determine long-term success.This session is for Salesforce professionals who want to build solutions that are realistic, scalable, and trusted by the business. Attendees will leave with practical insights they can immediately apply to SMB projects and everyday Salesforce decisions.

Wonder how to handle complex Salesforce operations without hitting governor limits? This session shows how to use Apex, Platform Events, and Queueables for scalable, async workflows. Learn from a real-world use case handling high-volume transactions while keeping the UI responsive and compliant. Key takeaways include combining Platform Events and Queueables for efficiency, using monitoring tools for visibility, and applying patterns to optimize workflows.

At the start of a Salesforce career, many are pushed to do everything—code, test, design, operate. That advice creates confusion, not growth. Careers don't scale on multitasking; they scale on focus. This session shows how to identify your niche, break past self-doubt and stagnation, and build real career value by combining technical skills with communication, ownership, and confidence. Finding your niche isn't optional—it's the real Salesforce career hack.

Go-live is often treated as the finish line, but its typically where architectural weaknesses begin to surface. In this fast-paced session, I’ll share real-world patterns from enterprise Salesforce implementations where systems struggled post go-live due to overlooked design decisions.

Waste time bouncing between apps? Slack Workflow tracks ANY transaction across systems. Enter an ID, get real-time status in one channel. Boost productivity, streamline support & eliminate confusion.

In the rapidly evolving Indian fintech landscape, the race to provide instant credit is often hindered by fragmented legacy systems and complex regulatory requirements. This session explores Salesforce Digital Lending for India, a purpose-built solution within Financial Services Cloud (FSC) designed to solve these local challenges at scale.We will dive deep into how Indian lenders can leverage a 'Single Source of Truth' to harmonise mission-critical workflows—from native Aadhaar-based authentication and Video KYC to automated e-NACH mandates and credit bureau integrations.

Estimate credits at use case level. Credit estimation depends on a host of parameters like business objective, what data sources you need, data architecture and rules for harmonization, unification, segmentation. It also depends on volume and frequency of data ingestion, profile unification and activation. Session would also explain how credits are calculated based on a Agentforce use case

As enterprises adopt MuleSoft Agent Fabric to power autonomous integrations and AI-driven workflows, visibility and governance become non-negotiable. In this session, we’ll explore how to discover agents across your landscape, manage their lifecycle, enforce governance at scale, and gain real-time observability into agent behavior. Learn practical patterns, best practices, and common pitfalls to ensure your Agent Fabric remains secure, compliant, and production-ready—without slowing innovation.

How many agents do I need?' 'How do they talk to each other?' Stop guessing.To scale AI, you must move from monolithic bots to Enterprise Agentic Architecture.This session answers the critical design questions: decomposing complex workflows into Multi- Agent Systems, defining the division of labor between Humans and AI, and mastering Orchestrator & Specialist patterns.We’ll map out exactly how employees, autonomous agents, and data fit together to build resilient systems.We'll cover the Agentic Design Patterns and Agentforce Architecture for multi agent systems in detail.

Explore how connected insights across channels empower marketing teams to make smarter, faster, and more impactful decisions. From data to direction, the session focused on turning intelligence into real business outcomes.