Guess what time it is! Dreamforce season! As the weather begins to cool (please no more heatwave!) and the kids go back to school, we begin our journeys to San Francisco, CA September 12-14 to learn, network, eat, and play. And we are back with our go-to marketer guidebook to Dreamforce 2023! As always, we have been promised this will be even bigger and better than Dreamforce 2022, focusing on how AI + Data + CRM is “powering the future.”

If this is your first time attending Dreamforce or you are a seasoned Trailblazer, Dreamforce 2023 is going to be packed full of 1500+ amazing sessions and countless community events and we don’t want you to miss a thing. 

Consider this your ultimate marketer guidebook to Dreamforce 2023!

Not going to be able to attend in person this year? No worries! Dreamforce is streaming on Salesforce+ with “live sessions and keynotes, on-demand episodes, exclusive digital content, and much more.” Remember to register for free here. 

Dreamforce 2023 has everything – from small breakout sessions to inspirational keynotes from world leaders and celebrities. Just check out the number of different roles, industries, and topics Trail Maps Salesforce provides! Here is the Marketers Trail Map to keep you focused.

Hoping to just hang out with your favorite marketing consulting agency? Well, make sure to look for the Sercante team at these Dreamforce ‘23 sessions and events. 

Here are our top marketing-focused sessions, meetups, parties, and events to consider both virtually and in-person as you build your dream Dreamforce schedule. 

Let’s get planning for Dreamforce 2023! 

Day 1: Tuesday, September 12th

Dreamforce Main Keynote

Join Salesforce CEO Marc Benioff along with special guests for our newest innovations at the Dreamforce main keynote.

Sanjna Parulekar, VP, Product Marketing, Salesforce
Clara Shih, CEO, Salesforce AI, Salesforce

TUESDAY, SEP 12 | 10:00 AM – 12:00 PM PDT | MOSCONE NORTH, HALL F
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Marketing Cloud Release Highlights

Salesforce announced Marketing GPT earlier this year at Connections. Attend this session to understand how the latest features can help you and your team save time with AI, understand your data, and leverage it in your customer journeys.

Heather Rinke, Salesforce Product Director, Sercante
Whitni Freeman, Lead Solution Engineer, Salesforce
Ruth Bolster, Product Marketing Manager, Salesforce

TUESDAY, SEP 12 | 1:00 PM PDT | MOSCONE WEST, LEVEL 2
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Data Cloud + Einstein: Plan Your Marketing Data Strategy

The promise of CDP and AI-driven marketing is enticing—personalization at scale. Bad data gets in the way of this outcome. Learn to overcome this obstacle with a marketing data strategy.

Timo Kovala, Managing Delivery Architect, Capgemini

TUESDAY, SEP 12 | 3:00 PM – 3:20 PM PDT | MOSCONE WEST, LEVEL 2
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Enhance Marketing Automation with Account Engagement and AI

Dive deep into how artificial intelligence can boost marketing automation capabilities, optimize campaigns, and create more meaningful relationships with customers in the digital cloud landscape.

Stephen Stouffer, VP, Digital Transformation & Innovation, SaaScend

TUESDAY, SEP 12 | 4:00 PM – 4:20 PM PDT | MOSCONE WEST, L1
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5 Ways Busy B2B Marketers Can Do More with Less

Explore how marketing automation can save you time — from using AI to building reusable assets. These best practices will allow all teams, both large and lean, to work more efficiently.

Natalie Mathes, Senior Product Marketing Manager, Salesforce

TUESDAY, SEP 12 | 4:00 PM – 4:20 PM PDT | MOSCONE WEST, LEVEL 2
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How Marketers Can Create Their Own Tribe at Dreamforce (And Beyond!)

This is a session for ALL marketers! Attendees will get to share insights with their fellow marketing trailblazers, exchange war stories, and build deeper connections within the community that will lead to success!
Marcos Duran, Marketing Manager, Sercante

TUESDAY, SEP 12 | 4:30 PM PDT | COMMUNITY NETWORKING AREA
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Day 2: Wednesday, September 13th

Marketing Cloud Release Highlights

Salesforce announced Marketing GPT earlier this year at Connections. Attend this session to understand how the latest features can help you and your team save time with AI, understand your data, and leverage it in your customer journeys.

THURSDAY, SEP 14 | 9:00 AM PDT | MOSCONE WEST, LEVEL 2

The (Email) Future is Now: Prepare for 2024 with Data Cloud

What awaits email marketers in 2024? Discover how Data Cloud harnesses the power of streamlined workflows, enhances CX, and provides actionable insights to wow your customers and meet business goals.

Yeva Roberts, VP of Strategic Alliances, North America, AllCloud
Chris Zullo, Practice Director, Marketing, AllCloud

WEDNESDAY, SEP 13 | 9:00 AM – 9:20 AM PDT | MOSCONE SOUTH, CAMPGROUND
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What’s the “Big Idea”? Key Trends in Marketing

Losing sight of the big picture amid the daily marketing grind? Learn how hot trends like AI can impact your business, and which other trends may stay or fade.

Martin Kihn, SVP, Market Strategy, Marketing Cloud, Salesforce
Erika McGrath, VP Salesforce Data Cloud & MarTech, Astound Commerce

WEDNESDAY, SEP 13 | 9:00 AM – 9:40 AM PDT | MOSCONE WEST, LEVEL 2
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Data Cloud + Einstein: Plan Your Marketing Data Strategy

The promise of CDP and AI-driven marketing is enticing—personalization at scale. Bad data gets in the way of this outcome. Learn to overcome this obstacle with a marketing data strategy.

Timo Kovala, Managing Delivery Architect, Capgemini

WEDNESDAY, SEP 13 | 11:00 AM – 11:20 AM PDT | MOSCONE WEST, LEVEL 2
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Scale Your Marketing Insights with Automation and AI

Data is growing rapidly and marketers need a way to keep up. Learn how Marketing Cloud Intelligence helps teams automate their data practice to speed time to insight.

Jaime Romero, Vice President Corporate Marketing, Fortinet
Dillon Baker, Senior Product Marketing Manager, Salesforce

WEDNESDAY, SEP 13 | 12:00 PM – 12:40 PM PDT | MOSCONE WEST, LEVEL 2
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Personalize Mobile Experiences with Einstein

Help your users supercharge Salesforce on mobile with the help of Einstein. Learn how admins can configure Prompt Studio and Dynamic Forms to deliver a next-gen experience for mobile users.

Keith Samuel Jr., Associate Product Marketing Manager, Salesforce
Andrew Mangano, Director, Product Management, Salesforce

WEDNESDAY, SEP 13 | 12:00 PM – 12:40 PM PDT | MOSCONE WEST, LEVEL 3
THURSDAY, SEP 14 | 1:30 PM – 2:10 PM PDT | MOSCONE WEST, LEVEL 3
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Learn Essential Habits for Salesforce Admins

Build good habits around the four core responsibilities needed for admin success and learn about growing your skills with the Salesforce Admin Skills Kit.

WEDNESDAY, SEP 13 | 12:30 PM – 12:50 PM PDT | MOSCONE WEST, TRAILBLAZER FOREST
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Marketing Keynote: Marketing in Generation AI

Generative AI is disrupting marketing everywhere. To drive growth, marketers must innovate across the campaign lifecycle. Learn how Trailblazers are transforming their business with AI + Data + CRM.

Kelly Eliyahu, Product Marketing Senior Director, Salesforce
Ruth Hartmann, SVP, Product Management, Salesforce
Prasanna Vijayakumar, VP, Product Management, Marketing Cloud, Salesforce
Steve Hammond, EVP & GM, Marketing Cloud, Salesforce

WEDNESDAY, SEP 13 | 12:45 PM – 1:35 PM PDT | MOSCONE NORTH, HALL F
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AI-Powered Strategies for Next-Level Marketing Operations

Learn how to leverage generative AI to revolutionize customer segmentation, personalize messaging, and optimize your campaigns. Experience how AI can propel your marketing ops into the future.

Adele Kurki, MarTech Lead, Aiven
Jamie López, Sr. Director, Marketing Operations, Aiven

WEDNESDAY, SEP 13 | 2:30 PM – 2:50 PM PDT | MOSCONE WEST, LEVEL 2
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Data Done Right: Admin Playbook for Ensuring Data Quality

Unlock the true value of your data with innovative strategies. Learn how to improve data with flows, lightning components, duplicate management rules, exception reports, and dashboards.

Monica Sandberg, Architect/Admin, EKIA/ PCFoy

WEDNESDAY, SEP 13, THURSDAY, SEP 14 |  2:30 PM – 2:50 PM PDT | MWEST, TRAILBLAZER FOREST
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AI-Driven Campaign Analysis with Einstein Attribution

Explore measuring campaign impact in Sales Cloud effectively. Gain insight on measuring Campaign ROI and attribution in Salesforce, incorporating AI analysis via Einstein Attribution.

Tasha Rucker, Founder, Principal Consultant, ReadyCRM
Brandon Walton, Founder & Principal Consultant, Cypress Learning Solutions

WEDNESDAY, SEP 13 | 3:30 PM – 3:50 PM PDT | MOSCONE WEST, LEVEL 2
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Day 3: Thursday, September 14th

Marketing Cloud Release Highlights

Salesforce announced Marketing GPT earlier this year at Connections. Attend this session to understand how the latest features can help you and your team save time with AI, understand your data, and leverage it in your customer journeys.

Heather Rinke, Salesforce Product Director, Sercante
Whitni Freeman, Lead Solution Engineer, Salesforce
Ruth Bolster, Product Marketing Manager, Salesforce

Thursday, Sep 14 | 9:00 AM PDT | MOSCONE WEST, LEVEL 2
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Supercharge Your B2B Marketing with AI and Data

AI and data are fundamental to helping B2B marketers make smart decisions and do more with less. Learn how you can use Account Engagement and AI to align teams and supercharge your B2B strategy.

Victoria Calkins, Product Marketing Manager, Salesforce
Kelli Meador, Senior Manager, Marketing Operations, Grammarly
Danielle Grau, Director, Product Management, Salesforce

THURSDAY, SEP 14 | 9:30 AM – 10:10 AM PDT | MOSCONE WEST, LEVEL 2
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How AI Turns Your Website into a Pipeline Generation Machine

Join this session to learn how AI can power the corporate website, deliver a completely bespoke visitor experience, and generate more pipeline.

Sarah McConnell, VP, Demand Generation, Qualified
Joanne Lee, Solutions Engineering Team Lead, Qualified
Tooba Durraze, Vice President, Product (AI and Data), Qualified

THURSDAY, SEP 14 | 10:00 AM – 10:20 AM PDT | MOSCONE SOUTH, LODGE VILLAGE
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Elevate Your B2B Marketing with These Key Features

Your B2B customers’ needs are evolving, and we’re innovating to empower marketers to keep pace. Discover key features in Account Engagement that’ll maximize your B2B marketing.

Becka Miller, Senior Consultant, Rosetree Solutions
Blake Miller, Senior Director, Product Marketing, Salesforce
Shonica Mitchell, Global Marketing Automation Manager & Community Manager, BrightDrop (GM)
Stephen Stouffer, VP, Digital Transformation & Innovation, SaaScend
Nathan Maphet, VP, Product Management, Salesforce

THURSDAY, SEP 14 | 11:30 AM – 12:10 PM PDT | MOSCONE WEST, LEVEL 2
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Measure Impact with Engagement and Google Analytics 4

Make the most of your data for your journeys with Google. In this session, we will dive into how you can utilize this partnership for more effective marketing.

Sara Fefferman, Marketing Cloud PMM, Salesforce
Kyle Robbins, Senior Product Manager, Salesforce

THURSDAY, SEP 14 | 12:00 PM – 12:20 PM PDT | MOSCONE SOUTH, CAMPGROUND
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Develop, Measure, and Optimize Your ABM Programs

80% of marketing teams lead customer experience initiatives across the business. Join us for a hands-on workshop to sharpen your ABM strategy, learn best practices, and gain insights from your peers.

Jared Roy, Senior Managing Director, Salesforce
Daniel Newman, Executive Strategist, Media & Communications, Salesforce
Jeffrey Stollenwerk, Principal Solution Engineer, Salesforce

THURSDAY, SEP 14 | 12:00 PM – 1:00 PM PDT, 3:00 PM – 4:00 PM PDT | SOUTH, LODGE VILLAGE
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Our Favorite Dreamforce Meetups, Events, Parties, & Places

The Home For Marketers

This is where marketers meet at Dreamforce! The Home For Marketers (HFM) @ The Pink Elephant Alibi is where marketers on the Salesforce platform can go to find their people. It’s the perfect spot to take a break, network, and get resources to level up your marketing operations.

MONDAY, SEP 11 – THURSDAY, SEP 14 | THE PINK ELEPHANT ALIBI
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The Lodge for Marketing Trailblazers

The Marketing Lodge is a home away from home for marketers at Dreamforce, with networking, meals, and more.
Learn more

Connect and Learn in the Admin Meadow

Theater sessions, four demos, a quiz-based activation and 1:1 Consultations: all for admins, by admins!
Learn more

Marketers Welcome Bash

Come find a friend (or two) to experience everything that Dreamforce has to offer. We will have plenty of food, drinks, and goodies to give away throughout the night.

MONDAY, SEP 11 | 6:00 PM – 9:00 PM PDT | THE PINK ELEPHANT ALIBI
Register here

Dreamforce Party: An Intergalactic Night

Get ready for an out-of-this-world party! From delicious appetizers to signature drinks, you’ll find all your friends at this incredible party.

TUESDAY, SEP 12 | 7:00 PM – 12:00 AM PDT | CITY NIGHTS CLUB
Register here

Dreamfest Pump Up Party

Ignite your festivities with upbeat tunes from a live DJ and your favorite cocktail to get amped up before the concert trailblazers will talk about for decades!

WEDNESDAY, SEP 13 | 4:30 PM – 6:30 PM PDT | THE PINK ELEPHANT ALIBI
Register here

Dreamfest 

The biggest Dreamforce party is back! Dreamfest 2023 is once again supporting UCSF Benioff Children’s Hospitals Foundation and this year’s main live act is Foo Fighters.

WEDNESDAY, SEP 13 | 6:00 PM – 9:30 PM PDT | CHASE CENTER, WARRIORS WAY
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OpsStars 2023

Join 2500+ sales, marketing, and CX operations professionals and explore how to reduce friction in every aspect of your go-to-market strategy to fuel business growth, gain a competitive edge, and get deals done faster.
Learn more

B2B Marketer’s Lounge

Step away from the madness at Moscone and refuel at our B2B Marketer’s Lounge featuring live content and delicious snacks throughout the day.
Learn more

Pipeline Summit at Dreamforce

Join us for an evening of networking, thought leadership, and fun with leaders from some of the biggest names in B2B.
Learn more

Marketing Career Growth Meetup 

Moving to the next level in your marketing career is so much easier when you have people in your corner. So, get into the Marketing Career Growth Meetup and form the connections to make that happen. This is also your opportunity to connect with marketers like you who are plugged into the Salesforce platform. You’ll expand your network, see things from another perspective, and share laughs over drinks.

THURSDAY, SEPTEMBER 14, 2023 | 2:30 PM – 3:30 PM PDT | THE PINK ELEPHANT ALIBI
Register here

Marketer’s Afterglow Party

Join us for a quick drink before heading out at our wrap-up happy hour on the last day of Dreamforce. Come say goodbye to all your newfound friends

THURSDAY, SEP 14 | 4:00 PM – 6:30 PM PDT | THE PINK ELEPHANT ALIBI
Register here

Dreamforce Virtual Event

Marketer’s (Virtual) Networking Event

Not heading to Dreamforce this year? We’ve got you covered.

Join us on September 14th from 2:00 PM – 3:00 PM ET for the Marketer’s (Virtual) Networking Event to exchange ideas and share takeaways from buzzing topics, keynote sessions, and network with your fellow trailblazers from across the globe.

We discuss the magic of AI + Data + CRM as a group and then engaging in breakout sessions to dive even deeper.

Salesforce+ will be streaming select Dreamforce sessions and main keynotes. Don’t forget to tune in and bring your insights to the virtual networking event.
Register here

Let’s Be Friends Forever!

Pardashians

Join all the cool new Slack groups you learned about including our favorite, The Pardashians.
Apply To Join

MarDreamin’

Register for MarDreamin’ for free – a 3-day virtual conference focused on all things marketing on the Salesforce platform.
Sign Up For Mardreamin’

See You Soon!

Remember, this is just your ultimate marketer guidebook to Dreamforce 2023. Definitely leave wiggle room for changes in the schedule, crazy weather, extra snack and nap breaks, and great networking.

Feeling more of a party vibe this year? Check our SalesforceBen’s Ultimate Dreamforce Parties & Events 2023.

Want a quick refresher on last year’s marketing moment and events? Check these out:

• 6 Memorable Marketing Moments from Dreamforce 2022
• A Marketer’s Guide to Dreamforce 2022

And remember, you are not alone. This is an inclusive community of like-minded individuals who will be just as lost as you, even if they are seasoned Dreamforce professionals. Stop by and say hi!

Original article: Dreamforce 2023: The Ultimate Marketer Guidebook

©2023 The Spot. All Rights Reserved.

The post Dreamforce 2023: The Ultimate Marketer Guidebook appeared first on The Spot.

WITness Success 2023 was undoubtedly empowering. As a first-time attendee, I found the experience to be quite remarkable. A gathering of women in tech and allies in Minneapolis, Minnesota, offered me and fellow Sercante employees the opportunity to learn and network with like-minded Salesforce professionals.

WITness Success is an annual event planned and hosted by the Salesforce Women in Tech user group with a mission to “empower, support, and invest in Salesforce Women in Tech.” With membership at 4000+ members and continuous growth, I only see this conference becoming more prominent and better as we move toward the future.

Empowering Women in Tech

There were a multitude of moments that left me feeling truly empowered, but there are a few that specifically stand out to me. I had the honor and privilege of being able to speak at WITness Success, which left me feeling like I could do anything, alongside an inspiring session I was able to attend that left me feeling a sense of renewed energy and confidence.

Accessibility in Digital Marketing

I was honored to be chosen as a speaker for WITness, and not only to be chosen but to be able to speak on a topic I am passionate about — accessibility in digital marketing. 

Was I anxious? Absolutely! Was I terrified I would mess up, or no one would show up? 1000%, yes! Did I power through, have a wonderful presentation, and have amazing discussions afterward? Sure did! The unknown can be fearful but also bring you to new heights. 

Women in Tech showed me that by allowing this experience and inspiring me to continue speaking and sharing my thoughts on such an important topic.

Microaggressions as a Woman in the Workplace

Shahida Robertson-Davis’ session on microaggressions left me in a state of awe. I never truly realized or registered what microaggressions were or that they were happening to me, and more importantly, they were happening to others around me, and I was silent. 

Shahida offered relatable examples, and insightful conversations during and after the session and gave us the tools to speak up for ourselves and others if needed. Overall, this was a great session to kick off my experience at WITness and left a lasting imprint I will carry with me.

Supporting Women in Tech

We ended our first day of the event with a tradition that spouted nothing but support and honor of fellow women — the Ally dinner. And at the end of that dinner, the Trailheart Award was presented to someone so deserving it came as no surprise. This was the icing on the cake to an eventful first day and left us feeling proud to be who we are doing what we do.

The Ally Dinner and Women’s Entrepreneur Panel

The cocktail hour and dinner to follow was a wonderful experience full of networking and exchanging of stories, hard truths, and a peek into the future. For me, it was the panel of female entrepreneurs that stood out to me. The panel was composed of Hayley Tuller, Tiffany Spencer, and Marisa Hambleton. 

These women shared about their support people and allies, and how they have achieved success in the world of technology, and how they continue to support and mentor other women in tech. 

For Hayley, it is through her work with her company, Navigators, and her work with Hiring Our Heroes. 

Tiffany is the founder of a non-profit, Tech Forward, runs her own consulting business, Tech Forward Solutions, and is the founder of Dreamin’ in Color; through this work, she inspires and mentors young men and women daily. 

Founder and CEO at MH2X, Marisa strives each day to empower men and women as they seek their best by helping them implement Salesforce solutions. 

All three left me feeling inspired and wanting to do more to support my fellow women in tech.

Guilda Hilaire Presented the Trailheart Award

Following the amazing panel of women, the Trailheart Award was given out in honor of the legacy Tami Esling left behind. This award is given to a woman in the Salesforce ecosystem who “gives to this community wholeheartedly and without the expected reciprocation of notoriety.” 

After speaking about the award, it was no surprise to anyone in that room that the recipient for this year was Guilda Hilaire, Director, Product Marketing at Salesforce. I was fortunate enough to have met Guilda for the first time at this conference (I was starstruck!), and she is everything that this award signifies and more.  To see so many people recognizing and sharing their support for Guilda, was something to behold. 

Congratulations, Guilda!

Investing in Women in Tech

When investing in women, that was the entire conference. Every opportunity and session presented itself as doing just that, providing support and guidance to invest in our future and our roles in tech overall and specifically within the Salesforce Ecosystem. However, two specific sessions stood out most to me and resonated with me as an investment — the networking and the coloring sessions.

Mentor/Mentee Speed Networking

Talk about making a spin-off of speed dating; this event crushed it! So many participants joined, and somehow, we worked out to an even number of mentors and mentees. The session was 90 minutes, but it flew by as we went down the line, collaborating and speaking with one another. I was looking for guidance on expanding my footprint within the Salesforce community and was driven to be a mentee for this round, though I could see myself joining as a mentor the next time. 

The entire experience was uplifting, and I got such great advice; plus I met a few people I could connect with. This session should be offered across all Dreamin’ events, allowing new and up-and-coming Trailblazers to network without pressure to create small talk. Dive into the conversation and get valuable feedback that you can expand upon beyond the conference setting.

Mental Health + Illness Group Coloring Session

Who doesn’t like to color? What an incredible experience it was to step away from the hecticness that every conference has to take a breath, talk in small groups or work alone, and simply color or do a puzzle, or fill in the crossword puzzle. 

This was exactly what I needed, a break in my day to calm my jitters, and I was fortunate enough that this session took place right before my speaking session, so I was cool, calm, and collected until I stood up at the podium and the nerves went all wacky again. But seriously, I think this was an awesome session sponsored by the Mental Health + Illness community group, and based on attendance, I was not the only one who felt that way. 

Taking time to invest in ourselves goes beyond our learning and growth, it includes our physical and mental health as well. We can’t be great women in tech if we aren’t taking care of ourselves.

WITness Success final thoughts

Was WITness Success worth it? Yes! Will I be attending again next year? Of course! The only question left to answer is whether or not I will see you there. I hope the answer is ABSOLUTELY!

Original article: WITness Success 2023: An Inspirational Experience

©2023 The Spot. All Rights Reserved.

The post WITness Success 2023: An Inspirational Experience appeared first on The Spot.

We are less than a month away from the tech conference unlike any other where trailblazers will “experience the magic of AI + Data + CRM!” There will be 1500+ sessions to choose from for Dreamforce 2023 and 75+ AI thought leaders jam packed into 3 days. 

Whether you are attending virtually or in person, it can be overwhelming to sort through all the options as you make your schedule. To help make it a little easier, we have highlighted a few sessions and events where you can find Sercante at Dreamforce to build the ultimate Dreamforce 2023 agenda!

Join us in person at any of the events listed in this blog post. Or sign up here for any of the Sercante-hosted Dreamforce events listed in this post. Also, keep watching this space when we announce details for our virtual Dreamforce networking party, which we’re hosting along with community friends during Dreamforce (Sept. 12-14).

Dreamforce ‘23 Sessions Featuring Sercante Experts

As you create your agenda this year, Salesforce MVP, Marketing Champion, and Golden Hoodie recipient, Ben LaMothe, encourages marketers to consider sessions that are outside of their typical concentration. 

An example of that this year is all of the AI and Data Cloud sessions there will be. With all the features coming out, marketers should continue to explore new ways they can leverage them for their daily operations to make processes more efficient, solve challenges, and reach new heights.

With this in mind, here are the sessions to have on your radar to find Sercante at Dreamforce ‘23.

Leverage AI Across the Salesforce Platform

Bookmark
Tuesday, Sep 12 l 12:30 – 12:50 PM PDT

This session is relevant for all trailblazers across all levels and product focus. From core to marketing, the experts are going to share how AI can help make all users more impactful in their day-to-day roles.

Role: All trailblazers
Industry: All
Product: All
Session Type: Campfire
Room Location Details: Einstein Community Campfire

Speakers

Marcos Duran
Marketing Operations Manager, Sercante

Marketing Cloud Release Highlights

Bookmark
Tuesday, Sep 12 l 1:00 pm PDT
Thursday, Sep 14 l 9:00 am PDT

Salesforce announced Marketing GPT earlier this year at Connections. Now, you can attend this session to understand how the latest features can help you and your team save time with AI, understand your data, and leverage it in your customer journeys.

Role: Marketing, Sales
Product: Marketing Cloud
Session Type: Theater
Session Level: Intermediate
Room Location Details: Moscone West, Level 2

Speakers

Heather Rinke
Salesforce Product Director, Sercante

Whitni Freeman
Lead Solution Engineer, Salesforce

Ruth Bolster
Product Marketing Manager, Salesforce

How Marketers Can Create Their Own Tribe at Dreamforce (And Beyond!)

Tuesday, Sep 12 l 4:30 – 5:00 pm PDT

Role: Marketing
Room Location Details: Community Networking Area

This is a session for ALL marketers! Attendees will get to share insights with their fellow marketing trailblazers, exchange war stories, and build deeper connections within the community that will lead to success.

Speaker

Marcos Duran, Marketing Operations Manager, Sercante

5 Tips for Getting Started with Data Cloud

Bookmark

Wednesday, Sep 13 l 12:30 – 12:50 pm PDT
Thursday, Sep 14 l 12:00 – 12:20 pm PDT

Role: Marketing, Sales
Product: Marketing Cloud
Session Type: Theater
Session Level: Intermediate
Room Location Details: Data Cloud Theater (Moscone West, Level 2)

Are you wondering if Data Cloud is right for you or has your team discussed implementing Data Cloud and you are searching for the best path forward? Then this session is perfect for you. Experts will discuss five realistic tips and takeaways that you and your team can use for implementing Data Cloud successfully. Covering the use cases, data ingestion, modeling, harmonization, and more, this session will help you kickstart your Data Cloud journey and advance with some best practices.

Speakers

Adam Erstelle 
VP of Technology, Sercante

Joyce Avila
Program Lead, Data Cloud, Sercante

Arvind Raman
Director, Partner Delivery Success (Data Cloud)

Dreamforce Agenda Building – Words of Wisdom from Marketing Champions 

As you are building the ultimate Dreamforce 2023 agenda, a piece of advice to keep in mind as you plan your schedule is to not overload yourself. Marketing Champions on the Road to the Home for Marketers series shared:

“Don’t overdo your schedule. Give yourself time in between sessions to absorb all the information.” – Shonica Mitchell, Global Marketing Automation & Community Manager at BrightDrop

“Don’t pack your schedule with 30 things. Pick your top sessions and leave room for the magic to happen.” – Jaime López

“Plan for the transition time in between sessions. It could take you almost 20 minutes to get from one session to the next. Also plan backups just in case.” – Pato Sapir

Therefore, make sure you have your goals set, so you know what you want to accomplish at Dreamforce this year and then prioritize the sessions you want to attend based on your goals, but still leave room for transition periods and spontaneous connections.

Sercante Dreamforce ‘23 Events (Just outside of the conference)

On Ben LaMothe’s Road to the Home for Marketers Interview he shared that he wished he would have attended more off-site events at a previous Dreamforce conference. He exclaimed, “There is so much going on outside of Dreamforce proper.” 

While the unforgettable tech conference is THE MAIN focus, the streets surrounding the Moscone Center will be filled with events, meetups, panels, roundtables, and festivities where trailblazers can enjoy more intimate spaces to network, form deeper connections, refuel, recharge, and advance their skills.

Here are just a few of the many events happening where you can find Sercante at Dreamforce ‘23:

Sercante Presents: The Home for Marketers

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Sep 12 – 14
Register Here

In collaboration with Stensul, Print For Less, Gridmate, Appinium, Goldcast, and The Spot, Sercante hosts The Home for Marketers, where marketers meet at Dreamforce. Located just around the corner from the Moscone Center, it’s the spot to create deeper connections away from the crowd, network and meet someone new or see a familiar face and reunite with friends. The team is hosting electric events and meetups all week designed specifically for marketers and all trailblazers alike!

As Kelli Meador, Senior Manager Marketing Operations at Grammarly said in her Road to the Home for Marketers interview, “It was the in-person connections with the other marketers that really made it be The Home for Marketers. All marketers are welcome.”

The Home for Marketers also has you covered with learning opportunities and solutioning sessions. You can sign up for a time slot at the Genius Bar and receive recommendations and best practices from Sercante experts. Located in the Learning Lodge, attendees can also discover the latest in marketing technology solutions to advance their operations and achieve their goals.

In addition to the invaluable connections and great learning opportunities, the Home for Marketers will also have complimentary food and beverages to keep you fueled and a lounge where you can recharge and either rest or have some fun!

Marketer’s Welcome Bash

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Monday Sep 11 | 6:00 – 9:00 pm PDT
Register Here

This is THE EVENT for marketers to kick off their Dreamforce experience. The ultimate Welcome Bash blowout, attendees will get to meet and be reunited with Salesforce MVPs, Marketing Champions, User Group Leaders, and hundreds of marketing trailblazers from around the world! Accompanied with your favorite beverages and delectable food stations, be sure to sign up and add this one to your calendar!

An Intergalactic Night

Where: 715 Harrison (formerly City Nights) 715 Harrison St, San Francisco, CA 94107
When: Tuesday Sep 12 | 7:00 pm – 12:00 am PDT
Register Here

The celestial soriée like no other, this cosmic celebration will take trailblazers on an exciting journey through the galaxy with stellar beats from a live band and spectacular DJ. Attendees will be dazzled by jaw dropping entertainment and sparkling decor as they indulge in out-of-this-world specialty cocktails and mouth-watering hors d’oeuvres. 

Dreamfest Pump Up Party

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Wednesday, Sep 13 l 4:30 – 6:30 pm PDT
Register Here

There is only one concert that will have trailblazers talking for decades… it’s Dreamfest! Join the ultimate pregame event and get hyped for all the excitement. Enjoy upbeat tunes from the DJ, make a toast with your favorite beverage, and fuel up with delicious snacks. Make one more cheers and meet up with your fellow marketing trailblazers before everyone heads in to experience the tech conference entertainment of the season!

Marketer’s Afterglow Party

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Thursday, Sep 14 l 4:00 – 6:00 pm PDT
Register Here

It’s the Dreamforce wrap up networking event designed exclusively for marketers. Get to see your fellow marketing trailblazers one last time as we prepare to say farewell to all the meaningful connections that we made. Enjoy complimentary food and drinks and raise a glass to an incredible conference and the trailblazer community until we all gather again next year.

See You At Dreamforce ‘23

The Sercante team is counting the days until Dreamforce! We cannot wait to connect with our fellow trailblazers and this amazing marketing community. 

We’ll have several members from our team there in person including Andrea Tarrell, Erin Duncan, Marcos Duran, Adam Erstelle, Joyce Avila, Adam Berry, Heather Rinke, and Jordyn Jaffer just to name a few. 
You now know our sessions, about the Home for Marketers, and where we’ll be. Come find Sercante at Dreamforce ‘23!

Original article: Find Sercante at These Dreamforce ‘23 Sessions and Events

©2023 The Spot. All Rights Reserved.

The post Find Sercante at These Dreamforce ‘23 Sessions and Events appeared first on The Spot.

Deep in the heart of Texas, where the bluebonnets bloom and the sun works overtime, community members gathered in Austin to celebrate, share knowledge and inspire others with the impact of Salesforce. Powered by Salesforce community leaders from across Texas, the Texas Dreamin’ conference is committed to empowering “users, admins, developers, and partners by creating an energetic environment for strong connections, learning core skills, and building great careers.”

The Sercante team had a strong showing with 8 attendees presenting 5 sessions! 5 of our team members were first time attendees of a Dreamin’ event, and we had 4 of our Marketing Champions present. The conference was held at the AT&T Conference Center on the University of Texas at Austin campus, so a couple of alums on our team convinced us to brave the Texas heat and walk across campus for a school spirit photo in front of UT’s famous tower.

Conference Kickoff

We kicked off the event with a warm, Texas sized welcome from the event organizers, and we met the team behind ROCK, Ride On Center for Kids, the recipient of a $5,000 donation via the Community Give Back initiative. ROCK shared how Salesforce allowed them to focus on providing equine-assisted services to children, adults, and veterans with physical, cognitive and emotional challenges, declaring that “data drives the impact.”

Salesforce Vice President and CTO for Internet of Things, Charlie Issacs, then came on stage, filmed a group message to our friends at India Dreamin’, and launched straight into a lively Demo Jam. Pharos, an observability application for Salesforce errors,  was crowned the winner after their song-filled demo and we were off to join an array of diverse, insightful and thoughtful sessions. 

Sessions

Texas Dreamin’ hosted a variety of sessions around the Salesforce ecosystem, including guidance on career development, admin tips & tricks, developer resources, and marketing strategy. Below are some session highlights:

Keynote

Zayne Turner leads Architect Relations at Salesforce. A poet by education, her team creates resources and tools to help everyone doing architectural work with Salesforce create well-architected implementations.

With anecdotes about her own career background to guide the conversation, she spoke about how to become “disruption proof” in the face of great technological change. AI tools were the primary topic at hand, and she suggested proactively understanding this great paradigm shift with the Skill Up on AI , a Trailmix offered by Salesforce. 

From her perspective, the key to being “disruption proof” is resilience, which often equates to being graceful in the face of adversity and keeping a focus on the big picture.

Five Critical Steps to Change Management

Zack Baker and Alycia Wright with Silverline CRM led a session on change management as a focused area of practice for Salesforce projects. The change manager is a role outside of project management, focused on supporting and enabling adoption of a finalized development project.  Their critical steps for approaching the process are Alignment, Communication, Training, Reinforcement, and Measurement – incorporating these steps and this role early in the development helps ensure adoption of the solution design. Some technical tools in the Salesforce ecosystem that can help support this include In-App Guidance, Knowledge Articles, and MyTrailhead.

Discovery as a Dialogue with Jodi Hrbek

Jodi Hrbek, Author of Rock your Role as a Salesforce Admin, led us through the 5G Framework, which is described as “an approach for conducting discovery sessions that ensures you’re solving the right problems with the right-sized solutions.” Jodi discussed the importance of rapport among stakeholders, and expounded on how the pandemic and remote work have exposed how critical rapport is when it comes to keeping a pulse on how others feel about a project to avoid going off the rails. She also encouraged us to make sure everyone involved agrees that conversations about ideas doesn’t necessarily mean you’re committed to moving forward with the ideas – getting everyone on the same page will help all stakeholders be more willing to have exploratory conversations.

Best Practices for Building Strategic Customer Journeys

Sercante’s Marcos Duran led a session introducing marketers in the audience to the concept of building strategic customer journeys. His advice was starting with a simple and realistic concept and prioritizing 3 key principles: Consistency, Personalization, and Real-Time Engagement. Marketers should review their data and content and pick a limited selection of channels to begin the process – then with internal alignment draw out the process on a whiteboard or in a flowchart tool. Taking these concepts into consideration in the planning stage will enable a smooth building and testing process in your marketing automation tool.

 

Fantastic Frameworks for Fast, Feature-Filled Flows

Salesforce consultant, Evan Ponter, led a great technical session on flow optimization. The key to his presentation was limiting the number of elements and queries in flow to ensure they run as smoothly as possible. He walked us through a variety of technical hacks to keep the elements – including limiting all before-save automation to a single flow, using lookups in formulas instead of “Get Record” automations where possible, leveraging record collection variables, and referencing the org url with API to make deployment between orgs easier.

Getting Creative with Lead Assignment using Flow and Apex

Sercante’s Erin Duncan and Jacob Catalano presented a clever solution to improve lead routing using flow and APEX. They covered how lead assignment rules work in Salesforce, along with the limitations on how the rules are only fired when the lead is initially created.

Their demonstration showed how to utilize a flow and APEX to trigger those assignment rules to run again and re-assign leads in certain situations.

Solve Your Reporting Challenges With Formulas

David Carnes from OpFocus takes us back to the basics of formulas in excel and of course Salesforce. It is clear that David enjoys this topic and was even able to share in a few secrets around Salesforce reporting like hidden operators, cross-block summary formulas, and formula prompts (shh, just don’t tell anyone). If find yourself hitting a wall with reports try one of these “hidden” prompts.

How AI Neural Nets like ChatGPT are Empowering Salesforce Professionals

If you have been following ChatGPT, generative AI, and similar trends on LinkedIn, then you probably know Mark Good, Founder of AI Force Training. 

Mark shares the basics of ChatGPT and how it will contribute to the way that business continues to transform well into the future. He hit the message home by emphasizing on specific examples of how ChatGPT along with business leaders can put AI to work to help people become more efficient.

Examples included driving team learning, formula generation, and validation rule creation in the Salesforce ecosystem. If you haven’t gotten started with AI and GPT yet, we recommend you follow Mark on LinkedIn. 

Vendors & Sponsors

Between the sponsors that participated in the kickoff Demo Jam and the vendor alley way between session rooms, we got to see demos of a lot of awesome Salesforce tools that can supercharge your org. 

• Copado – Copado is a DevOps tool that helps manage releases in Salesforce software development pipelines. This includes a comprehensive set of tools for managing development requests, ensuring thorough testing, and assistance in deploying configurations between orgs.
• GetAccept – A Sales enablement tool that helps salespeople provide a great digital experience to buyers. Their demo jam showed off a sales person quickly customizing and sending a contract for signature based on well-designed templates through an easy-to-understand assembly wizard.
• Pharos – Pharos supports admins and developers with dashboards that categorize and visualize any errors encountered in the org. This enables quick resolution by reducing time needed to unpack the error. 
• RenderDraw – a useful tool for any company with complex catalogs or parts ordering interfaces. You can load existing product catalog imagery into the tool, then map diagrams into interactive links in the platform, creating a visual interface to construct quotes quickly with the appropriate line items.
• Revenue Grid – positions their tool as a method to identify any potential revenue leaks or opportunities by increasing activity visibility in your Salesforce org.  Their activity capture tool goes a step beyond Salesforce inbox and Einstein Activity Capture tools by logging more info and relationships from email communications into Salesforce. They also provide pre built reports on productivity and a tool for organizing sales cadences.

Conclusion 

It was great to meet up with colleagues, customers,  and community members in Austin! As a community-led event, you can definitely feel the emphasis on professional development and learning from each other.

The sessions were nicely balanced between detailed technical guidance, overall business strategy, and suggestions on how to better personally present and manage your presence in the ecosystem. Overall, well worth attending if you’re a Texas Salesforce professional or looking to break into the industry – the conference is loaded with resources to help everyone find their niche and become successful on the platform!

Thank you to Tamara Buran for collaborating on this post!

Original article: Texas Dreamin’ Recap: May 2023

©2023 The Spot. All Rights Reserved.

The post Texas Dreamin’ Recap: May 2023 appeared first on The Spot.

We’re getting ready for TrailblazerDX 2023 (formerly TrailheadDX) — which was previously known as the big Salesforce community conference event for anyone who builds on the Salesforce platform using developer or declarative solutions. However, we’re finding that people who fill roles from all corners of the Salesforce ecosystem are traveling to TDX in recent years. That can include Salesforce admins and general users, consultants, and analysts in addition to developers and architects.

In this post, we’ll cover all the things our marketing friends should know about the 2023 TrailblazerDX conference.

2023 TrailblazerDX Details

TrailblazerDX is taking place March 7-8, 2023, in San Francisco as well as virtually through Salesforce+ live streams and on demand after the event ends. Salesforce is expecting around 25,000 attendees who can choose from 200+ technical sessions, product demos, workshops, and hands-on learning.

Go here to check out the official Salesforce description for the event.

If you’re a marketer or support a marketing team from any one of those roles and nerd out about the backend of Salesforce, then there’s a good chance you’ll want to catch a few TrailblazerDX sessions this year. 

Sercante Team TDX Sessions

Team Sercante will be out in full force at TrailblazerDX. If you’re going to be there in person, let us know so we can meet up to chat. 

You can find our dragons dropping knowledge during these sessions:

Account Engagement Extensibility: Automation to the Extreme

Tuesday, March 7 | 12 PM PT | Learn More

Learn how to expand communication channels and expand the event experience with marketing app extensions. Discover how to reduce manual efforts with API V5 for Flow.

Speakers:

• Christopher Cornett, Senior Product Manager, Salesforce
• Adam Erstelle, VP of Technology, Sercante

Discover How Data Cloud for Marketing Unifies Customer Data

Tuesday, March 7 | 1:30 PM PT | Learn More

Customers are constantly changing and your data needs to evolve with them. Learn how to make every digital moment smarter using the power of unified data within Data Cloud for Marketing.

Speakers:

• Adam Erstelle, VP of Technology, Sercante
• Heather Rinke, Salesforce Product Director, Sercante

Evaluate and Make Critical Design Decisions 

Wednesday, March 8 | 12 PM PT | Learn More

Learn how an admin, architect, consultant, and developer approach critical design decisions. See how each role evaluates challenges when solving for specific user needs.

Panelists:

• Skye Tyler, Solution Architect, Exponent Partners
• Adam Erstelle, VP of Technology, Sercante
• Karmel James, Senior Salesforce Administrator , Viz.ai
• Hayley Tuller, Founding Partner & Head of Services, Navigators
• Michelle Hansen, Principal, Slalom

Marketing-focused TrailblazerDX sessions

We’re always on the lookout for sessions our fellow marketers should catch. 

You’ll want to attend these sessions if you’re attending TrailblazerDX in real life this year. But if you’re not gonna be there in person, then check out the full schedule of sessions you can watch virtually on Salesforce+.

Dive into Data: CRMA vs. Salesforce Reports and Dashboards

Tuesday, March 7 | 1 PM PT | Learn More

Review Salesforce reports and dashboards and introduce learners to the world of CRM Analytics. Compare product features, uncover nuances, and take your analytics insights to the next level.

Speakers:

• Rahul Shah, Manager, APAC Delivery, Salesforce
• Mari Greenburg, Principal Instructor , Salesforce

Best Practices for Implementing Data Cloud

Tuesday, March 7 | 12 PM PT | Learn More

Learn to unlock value across the implementation journey for Data Cloud, Salesforce’s customer data platform, from use case discovery to data ingestion, unification, segmentation, and activation.

Speakers:

• Arvind Raman, Director, Cloud Solution Alliances , Salesforce
• Andrew Lee, Product Marketing Manager, Salesforce

Find Your Community in the Cloud

Tuesday, March 7 | 12 PM PT | Learn More

New to the Salesforce ecosystem? Building professional connections and strong relationships requires work. Learn how to forge your own path and create your community with Salesforce.

Speakers:

• Najee Bartley, Marketing Cloud Consultant, Jaimee An LLC

Marketer Networking Knowledge Hour

Tuesday, March 7 | 12:30 PM PT | Learn More

Marketing is as hot as a firecracker, but how do you ignite that spark? Marketers need to constantly be plugged in. Learn about the power of brand advocacy and nurturing community to achieve success.

Community Cove Networking Event

Maximize Mobile Engagement

Tuesday, March 7 | 3 PM PT | Learn More

Learn how to increase user engagement with your mobile app by taking advantage of event-driven journeys, in-app experiences, and push messages.

Speakers:

• Caitlin Dwyer, Senior Product Manager, Salesforce
• Monica Marathe, Product Manager, Salesforce

An Architect’s Guide to Cross-Cloud with Data Cloud

Tuesday, March 7 | 3:30 PM PT | Learn More

Learn the foundations of successful cross-cloud architecture across the Lightning Platform, Commerce Cloud, Marketing Cloud, and Data Cloud from data mapping to integration to environment management.

Speakers:

• Craig Poirier, Sr. Director, Slalom
• Mike King, Sr. Director, Global Salesforce Commerce, Slalom
• Gillian Reynolds, Slalom

Deep Dive into Marketing App Extensions for MCAE (Pardot)

Tuesday, March 7 | 3:30 PM PT | Learn More

In this session, we will examine the different use cases for MCAE External Actions & Activities and demonstrate how to leverage external actions within Engagement Studio to send a webhook.

Speakers:

• Brandon Walton, Consultant, Cypress Learning Solutions
• Tasha Rucker, Founder, Principal Consultant, ReadyCRM

Architect the Ultimate ABM Experience

Wednesday, March 8 | 11 AM PT | Learn More

Learn how Copado leverages Sales Cloud to connect and power ABM journeys across digital ads, BDR outreach, automated nurtures, sales engagement, and field programs.

Speakers:

• Cameron Tyler, Senior Director, Demand Generation, Copado
• Halie Vining, Sr. Director of Field Marketing, Copado

Explore the Marketing Cloud Programming Languages

Wednesday, March 8 | 11:30 AM PT | Learn More

In this session we will cover the programming languages available on the Marketing Cloud Platform and how to use them. We will explore AMPscript, SSJS, GTL, SQL, and more.

Speakers:

• Danielle Larregui, Marketing Cloud Developer Advocate, Salesforce

5 Tips to Optimize Your Data Lifecycle

Wednesday, March 8 | 12:30 PM PT | Learn More

During this session you will learn the five stages of the data lifecycle, common mistakes, how Salesforce can support your data lifecycle  and actionable advice for optimizing the data lifecycle.

Speakers:

• Andrew Fragias, Product Manager, Validity

Activate Customer Data in Journey Builder

Wednesday, March 8 | 1 PM PT | Learn More

Data is the key to personalizing customer journeys. Learn how to activate data from the Customer Data Platform to inform, activate, and alter journeys in Marketing Cloud Engagement.

Speakers:

• Abbe Spaans, Senior Director, Product Management, Salesforce
• Miku Konsolas, Principal Architect, Salesforce
• Tyler Staley, Director of Product Management, Salesforce

Dynamic Content: Personalization Taken to the Next Level

Wednesday, March 8 | 1 PM PT | Learn More

In this session you’ll learn how dynamic content and personalization can reduce unneeded friction points in the buyer’s journey. Powered by Marketing Cloud Account Engagement (Pardot).

Speakers:

• Stephen Stouffer, VP Marketing Operations, SaaScend

Personalize Customer Journeys with Vonage Communication APIs

Wednesday, March 8 | 1:30 PM PT | Learn More

Businesses need to streamline customer journeys across channels. Learn to create customized conversations with Salesforce CRM and Vonage communications APIs and bring together data, systems and users.

Speakers:

• Oscar Rodriguez, Senior Director Global Solutions Engineering, Vonage

Increase Productivity: Customizing the Marketing Cloud

Wednesday, March 8 | 3:30 PM PT | Learn More

Learn how to leverage Package Manager and custom activities to supercharge your customer engagement with Marketing Cloud and empower your marketing teams to do more.

Speakers:

• Mark Rosato, Senior Solution Engineer, Salesforce

TrailblazerDX 2023 Musical Guest: Fallout Boy

Did we mention Fallout Boy is the TDX musical guest this year? 

Those of us who aren’t attending IRL are fighting the FOMO in hopes that the show will be broadcasted live on Salesforce+.

Image: Salesforce

See you at TDX 2023!

So, TrailheaDX was known as the developer conference, but TrailblazerDX opens the doors for everyone on the Salesforce platform to learn how it works. 

And while marketers don’t always get the attention they deserve, we see lots of exciting things on the horizon for our pals. It’s especially evident at this year’s TrailblazerDX conference.

Attending TrailblazerDX in person?

If you’re lucky enough to catch TrailblazerDX in person this year, then we should meet up! 

Visit this page to let us know you’re going. We’ll reach out to find the perfect time to talk. And remember to say “hi” to our dragons who are part of the following TDX sessions:

• Discover How Data Cloud for Marketing Unifies Customer Data | Learn More
• Account Engagement Extensibility: Automation to the Extreme | Learn More
• Evaluate and Make Critical Design Decisions | Learn More

Have a favorite memory from last year’s TrailblazerDX conference? Tell us about it in the comments.

Original article: TrailblazerDX: 2023 Conference Preview for Marketers

©2023 The Spot. All Rights Reserved.

The post TrailblazerDX: 2023 Conference Preview for Marketers appeared first on The Spot.