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2024 Buckeye Dreamin' Sessions

DEVELOPER TRACK

TUESDAY JULY 23 - 8:00 AM

CODEY ROOM

Lynda Kane
Team Lead - Salesforce
Great Minds

Need to assess the technical debt in your Salesforce org? Need to figure out a plan of action once you have? In this session, I will share the process I currently use to help identify technical debt in my org along with steps to develop a plan to decrease that technical debt. This includes queries used with the Tooling API and the tools I use to get the results in a useful and shareable format.

ARCHITECT TRACK

TUESDAY JULY 23 - 8:00 AM

ASTRO ROOM

Roger Mitchell
Principal
Dodge Labs

Interested in learning how to empower users or build prototypes with tools like GPT-4? Let’s step into a customer journey to improve the efficiency of their relationship managers by incorporating generative AI into their Salesforce org. Learn about the fundamentals of generative AI, different ways to solve this customer’s requirements, tracking adoption and usage, and a demo of the multi-cloud sol

INDUSTRY TRACK

TUESDAY JULY 23 - 8:00 AM

GENIE ROOM

Nick Borchers
Chief Operating Officer
Catholic Social Services
Paul do Forno
Managing Director
Deloitte Digital

Come hear how Catholic Social Services of Central Ohio leveraged Salesforce to transform its core case management process to create better Outcomes and Clearer Impacts. By providing a more integrated process & relevant data available in real-time & Ability to manage data to meet complex reporting requirements. CSS was able provide more external services to seniors & provide more meals to families.

ADMIN TRACK

TUESDAY JULY 23 - 8:00 AM

CLOUDY ROOM

Craig Suthers
Founder/Architect
Grandstand Performance

Learn the basics of Lightning Platform UI performance. Performance testing is an important pillar of quality. In this session you will learn to measure Lightning UI performance, write tests, collect performance metrics and performance testing best practices.

INDUSTRY TRACK

TUESDAY JULY 23 - 9:00 AM

GENIE ROOM

Liz Holzworth
Bureau Chief of Children Services Operational Support
Ohio Department of Children and Youth
Sarah Platts
Senior Manager
Deloitte Digital

Imagine that you’ve been given the opportunity to reimagine a program that affects hundreds of thousands of children and families every day. Now imagine that you’ve been asked to do that as part of a brand new organization designed to transform children’s services broadly across Ohio. Welcome to the world of Elizabeth (Liz) Holzworth and Ohio Department of Children and Youth. Join us for a conve

ARCHITECT TRACK

TUESDAY JULY 23 - 9:00 AM

ASTRO ROOM

Elliott Spence
Director - Financial Services
Coastal
Evan Kormos
Engineering Manager, Salesforce
Coinbase Inc.

Learn how to effectively design solutions for the Salesforce platform in this walk-through of the well-architected framework including available guides and templates. Deep dive into examples and co-create a diagram in LucidChart with markup.

ADMIN TRACK

TUESDAY JULY 23 - 9:00 AM

CLOUDY ROOM

Kaila Van Fossen
Salesforce Solution Architect
Copilot, a VASS company

From email to Einstein and everything in between, we will review top features that have recently been moved from paid add on to a core platform feature!

ADMIN TRACK

TUESDAY JULY 23 - 9:00 AM

CODEY ROOM

EJ Sherman
Senior DevOps Consultant
Palladin Tech

In a no code / low code environment how do you even begin to parse together what is happening in git. This session aims to demystify what is actually happening to the code when you make those clicks. And how awareness can impact solutioning that will lead to better deployments and keeping all in sync.

GENERAL

TUESDAY JULY 23 - 10:00 AM

OHANA HALL

Brian Nault
Principal Solution Engineer
Salesforce
Nasi Jazayeri
EVP & GM, Public Sector & ESG at Salesforce
Salesforce

Join Nasi Jazayeri, EVP & GM of Public Sector at Salesforce, for an insightful look into Salesforce's impact on the public sector.

Deliver service the way you would want to be served. Learn how you can apply the successes, and lessons learned, at other agencies to increase effectiveness. Gain insights into utilizing the latest Public Sector Solutions innovations from Salesforce to accelerate your mission’s success.

ADMIN TRACK

TUESDAY JULY 23 - 11:00 AM

CLOUDY ROOM

Christina Smith
Salesforce Architect
CGI
Sebastian Wittenstein
Director of Consulting Services,Salesforce Architect
CGI

Reimagine your future with AI! Learn to leverage AI in Salesforce for new job opportunities and increased value. Join us for AI fundamentals, readiness strategies, and a Copilot demo.

The rapid advancement of AI and its broad applications in the workplace have created both uncertainty and new opportunities throughout the Salesforce Ecosystem. This session aims to alleviate that uncertainty and provide attendees with a comprehensive understanding of how to leverage these emerging opportunities.

INDUSTRY TRACK

TUESDAY JULY 23 - 11:00 AM

GENIE ROOM

Bob Mains
Senior Director, CIO Office
The Ohio State University
Moez Chaabouni
Managing Partner
Summit Technologies

Moderated panel discussion on pressing initiatives for higher education

DEVELOPER TRACK

TUESDAY JULY 23 - 11:00 AM

CODEY ROOM

Evan Kormos
Engineering Manager, Salesforce
Coinbase Inc.

Learn how to use the JSForce NPM package to easily work with Salesforce data and metadata to build custom CI/CD tools, subscribe to platform events, and more! Github repository to accompany live demonstration.

MARKETING TRACK

TUESDAY JULY 23 - 11:00 AM

ASTRO ROOM

Allie Cox
Founder & Consultant
Syncify

Learn to harness Pardot's automation tools to create personalized campaigns that resonate with your audience. We'll cover practical strategies to understand your prospects' needs and deliver tailored content, enhancing engagement throughout their journey with your brand. Whether you're an experienced marketer or new to automation, this session offers actionable insights to transform your lead nurturing efforts and achieve meaningful results. Join us to unlock the power of personalization and turn leads into loyal customers.

GENERAL

TUESDAY JULY 23 - 12:00 PM

OHANA HALL

Eric Dreshfield
Consultant
Independent Consultant

Join Eric as he MC's Buckeye Dreamin's Demo Jam, where sponsors showcase their most compelling app in a super short, no fluff, 3-minute demo. Get ready to be wowed!

INDUSTRY TRACK

TUESDAY JULY 23 - 1:00 PM

GENIE ROOM

Pahniti (Tom) Tosuksri
Director of Product Management
Grounded Solutions Network

At HomeKeeper, a program management app built on the Salesforce platform, our tagline has always been: We make your jobs easier and your programs better and it has stood the test of time for over a decade. But how do we apply this in practice? What does it mean to make programs better and jobs easier? And what does this have to do with peanut butter and jelly sandwiches?

DEVELOPER TRACK

TUESDAY JULY 23 - 1:00 PM

CODEY ROOM

Trent Foor
Sr. Salesforce Developer
CGI

Salesforce LWCs (Lightning Web Components) allow you to quickly customize by providing base components, with full style support, right out-of-the-box. Sadly, I commonly see these components go unused, and instead see custom elements, unnecessary inline styling, and avoidable complexities. Let's learn how to style in a way that is sustainable, scalable, and harnesses the power of the platform.

MARKETING TRACK

TUESDAY JULY 23 - 1:00 PM

ASTRO ROOM

Aaron Pratt
Assoc. Director, Marketing Cloud
Plative

AI is already here. And it's run amok in Marketing Cloud Engagement. Learn what tools are actually available and how to tame them. Improve your marketing automation strategy by utilizing existing data.

ADMIN TRACK

TUESDAY JULY 23 - 1:00 PM

CLOUDY ROOM

Eric Whipple
Founder
SightLane

Do you need better visibility into Salesforce Flows and automations? Do production issues take too long to identify and research? Join us to discuss Salesforce blind spots and how to eliminate them with 5 simple configuration techniques. Learn to create No-Code monitoring tools and practical tips to improve org visibility. Want to spend less time chasing runtime bugs? This session is for you!

INDUSTRY TRACK

TUESDAY JULY 23 - 2:00 PM

GENIE ROOM

Kenny Wright
VP, Application Development
Vectr Solutions Inc.

Exploring why Salesforce Government Cloud is essential for certain customers, we detail a migration process to move customers to GovCloud and explain strategies to maintain multiple orgs with a focus on scalability and efficiency. Get up to speed on these tools, tips, and tricks to help navigate your path to compliance.

ARCHITECT TRACK

TUESDAY JULY 23 - 2:00 PM

CODEY ROOM

Amanda Hromco
CRM Strategy Leader
Ford
Kyle Rudy
Customer Data & Optimization Lead
Ford

As businesses increasingly recognize the value of harnessing first-party data for insights and competitive advantage, the need for effective Customer Data Platforms (CDPs) has become paramount. However, the journey to implementing a CDP can be daunting without a clear roadmap. This presentation will delve into practical ways to initiate your data cloud journey, offering actionable recommendations and strategic business planning tips to streamline the process. From defining objectives, assessing data readiness, and selecting the right technology stack, attendees will understand the steps necessary to lay a solid foundation for CDP implementation.

MARKETING TRACK

TUESDAY JULY 23 - 2:00 PM

ASTRO ROOM

Charlotte Wilson
Sr. Director, Digital Engagement
Geisinger

Geisinger is taking a crawl, walk, run approach to advance its MarTech stack and deliver an omnichannel experience for members and patients. By analyzing their current architecture and identifying capability gaps, they built a multi-year strategy focused on lowering acquisition costs, increasing conversion rates, and driving customer satisfaction.

ADMIN TRACK

TUESDAY JULY 23 - 2:00 PM

CLOUDY ROOM

Adam Franklin
Technical Architect
Hike2
Patrick Caruso
Salesforce Consultant
Hike2

Tired of having a smooth and efficient delivery process? Wish your deployments took longer, failed more often, and left your team frustrated? Well, you've come to the right place! In this presentation, we'll share time-tested techniques to undermine your best efforts and make sure you're delivering buggy, unreliable software. We might also talk about how to do the opposite

DEVELOPER TRACK

TUESDAY JULY 23 - 3:00 PM

CODEY ROOM

Adam Erstelle
Sr. Technical Architect
Palladin Technologies

As a developer, making it easy for Admins to take advantage of what you build is super important. Learn a design pattern that can be applied to make life easier for both Dev and Admin

INDUSTRY TRACK

TUESDAY JULY 23 - 3:00 PM

GENIE ROOM

Andrew Fretwell
Director of Sales
Arkus

Most organizations and companies know that AI represents game-changing possibilities, but are unsure how to begin putting together an effective plan to understand how to leverage this poweful new set of tools. This session will focus on five steps to do just that, making it as easy as A,E,I,O, U!

ADMIN TRACK

TUESDAY JULY 23 - 3:00 PM

CLOUDY ROOM

Don Ayres
Director- Consulting Delivery
CGI

How often has your project been scoped with no thought to data migration or integration? And there's no budget or skill set for middleware tools? Salesforce Data Loader offers a flexible tool for basic migration and integration tasks. Learn what data loader is and what it can do.

GENERAL

TUESDAY JULY 23 - 3:00 PM

ASTRO ROOM

Joseph P. Hopkinson
Director, Client Advisory
Summit Technologies LLC

Panel discussion discussing the challenges facing the Ag / Trailer / Powersports vertical, and how they have found success with Salesforce. Specific topics include: moving from industry trends, paper to CRM, product visualization, and how Burnips Equipment & Leonard Truck & Trailer have found success with Salesforce.

DEVELOPER TRACK

TUESDAY JULY 23 - 4:00 PM

CODEY ROOM

Rob Cowell
DevOps Advocate
Gearset

Attendees will learn Salesforce DX's role in efficient solution architecture, with a live demonstration of scratch orgs, version control, and CI/CD pipelines.

USER TRACK

TUESDAY JULY 23 - 4:00 PM

GENIE ROOM

Kuldip Hillyer
Founder, CEO
Kugamon LLC

"CPQ" for Salesforce can mean all sorts of things - from Simples Quotes to Complex Proposals. This session is to provide a foundational understanding of all the options available for "CPQ" for Salesforce. We will cover the various ways businesses do "CPQ" for Salesforce (1) Basic (via Standard Salesforce objects) - Using Salesforce Opportunities w/Opportunity Products - Using Salesforce Quotes

GENERAL

TUESDAY JULY 23 - 4:00 PM

ASTRO ROOM

Kimiya Roesser
Director of Talent Acquisition
Hike2

In this ever changing hiring landscape, how can AI help to select the best candidates and remove unconscious bias from traditional recruiting? Watch as we uncover the role of generative AI in the future of talent acquisition - whether you are hiring for your team or yourself a job seeker, recruiting is changing everyday thanks to AI - come join us as we find how AI can help (and hurt!) the job ma

ADMIN TRACK

TUESDAY JULY 23 - 4:00 PM

CLOUDY ROOM

EJ Sherman
Senior DevOps Consultant
Palladin Tech

An overview and orientation to Git for Salesforce, specifically aimed at Admins (but all new to Git will find a solid foundation). No IDE necessary or coding expertise needed! Learn about branches and strategy, pull requests and merge conflicts, XML and folder structure (metadata format vs source format). Git specifically placed in the context for an Admin and declarative developers. Included are curated resources and best practices when working with version control, i.e. git, and any DevOps tool.

INDUSTRY TRACK

WEDNESDAY JULY 24 - 8:00 AM

GENIE ROOM

Denis Klein
Account Executive
Copado
Prashant Gupta
Software Dev Specialist
Ohio Business Gateway
Venkat Sumanth Guduru
Software Development Spec 4
Ohio Business Gateway

The Ohio Business Gateway is a pioneering example of how DevOps principles can be effectively implemented within the public sector to drive significant improvements in service delivery and operational efficiency. Join the Ohio Business Gateway and Copado to learn about its transformative DevOps journey, the challenges it faced as a public sector entity, and the strategic DevOps methodologies and solutions it employed to overcome these obstacles.

MARKETING TRACK

WEDNESDAY JULY 24 - 8:00 AM

CODEY ROOM

Debbie Klein
Sr. Salesforce Marketing Cloud Engineer
Safelite

Go beyond the basics of Marketing Cloud implementation to set your team up for lasting success. During this session, we will cover everything you need to know to make Marketing Cloud accessible to all user levels. Learn what to look for when auditing an existing org and what to avoid when starting from scratch.

MARKETING TRACK

WEDNESDAY JULY 24 - 8:00 AM

ASTRO ROOM

Pato Sapir
SVP, Digital Consulting
Devs United

If you have an enterprise edition of Salesforce or above you are entitled to a FREE edition of Salesforce Data Cloud. In this session I will walk you through how to obtain such license and also we'll do a quick overview of what you can achieve (and can't) with this FREE edition of Data Cloud

ADMIN TRACK

WEDNESDAY JULY 24 - 8:00 AM

CLOUDY ROOM

Robert Davis
Solution Architect
Hike2

Salesforce Administrators needs and tasks change quickly. Visual Studio Code can be the 'go to' tool that can make those tasks easier. You will discover five tips that will make Visual Studio Code the only tool you need to: Load data into a custom metadata, connect to Salesforce Orgs and moving metadata and more.

INDUSTRY TRACK

WEDNESDAY JULY 24 - 9:00 AM

GENIE ROOM

Saw Patel
Sr. Consultant
CGI

It is clear that AI is inevitable. It's time to learn how AI in government can help to make, almost, everything much smoother for both organizations and constituents. It's time to talk about efficiency and better ways in serving people with a faster & more accurate data processing, cyber security, and planning.

ARCHITECT TRACK

WEDNESDAY JULY 24 - 9:00 AM

ASTRO ROOM

Roger Mitchell
Principal
Dodge Labs

Does your organization have reams of paper and PDFs that need to be processed by data entry staff? Let’s step into a customer journey from a regulated industry that automates data entry to increase staff productivity and decrease time from intake to sale. We’ll learn about different ways to architect a solution to this problem, a dive deep into the multi-cloud solution empowering their team, and a

DEVELOPER TRACK

WEDNESDAY JULY 24 - 9:00 AM

CODEY ROOM

Paul Proffitt
Sr. Solution Architect
Coastal

GA and PII don't mix, but they can by leveraging some handy tricks with MCP and DataCloud to keep your first party data first party. In this session you'll learn how to de-identify data with MPC before passing it to GA and then stich it back together with DataCloud to drive your marketing segments.

ADMIN TRACK

WEDNESDAY JULY 24 - 9:00 AM

CLOUDY ROOM

Stephy Hogan
Director of UX
Red Argyle

Embrace Declarative UX: where human-centered design meets Salesforce efficiency. Learn how to simplify and personalize your platform, enhancing user adoption and productivity. Discover strategies that make Salesforce intuitive—reducing task times and support queries. Join us to maximize your investment and ensure your Salesforce just works, driving impactful business results.

INDUSTRY TRACK

WEDNESDAY JULY 24 - 10:00 AM

GENIE ROOM

Branden Bellanca
Salesforce COE Leader, Architect
CGI

ADMIN TRACK

WEDNESDAY JULY 24 - 10:00 AM

CODEY ROOM

Ron Bailey
Delivery Manager/Consultant
Summit Technologies LLC

Design impacts every aspect of our lives - the cars we drive, the buildings we inhabit, the software we use. Poor design makes these experiences painful and troublesome. Good design, on the other hand, can make these experiences fun, enriching, and enabling. In this session we'll look at some design principles and practices we can employ to improve our Salesforce projects.

ARCHITECT TRACK

WEDNESDAY JULY 24 - 10:00 AM

ASTRO ROOM

Sarah Orens
Salesforce Architect
Foundation Software

As a Salesforce Admin, you play a crucial role in acquisition transitions. This session covers best practices: system analysis, data integration, migration planning, CRM merging complexities, communication with stakeholders, and post-acquisition management. Gain the knowledge and tools for successful Salesforce system management during acquisitions.

ADMIN TRACK

WEDNESDAY JULY 24 - 10:00 AM

CLOUDY ROOM

Rita Leverett
CEO
TimbilaForce LLC

With Salesforce moving away from profiles, this is a demonstration of how to control field visibility and requirements using one dynamic form instead of multiple lightning record pages

INDUSTRY TRACK

WEDNESDAY JULY 24 - 11:00 AM

GENIE ROOM

Kevin Myers
Salesforce Practice Director
Hike2
Scott Brock
Vice President, Strategy & Business Development
Salesforce
Stu Davis
VP Consulting Expert
CGI

Roundtable discussion with Kevin Myers, Scott Brock, and Stu Davis

ADMIN TRACK

WEDNESDAY JULY 24 - 11:00 AM

CLOUDY ROOM

Suzanne Brown
Manager
CapTech

Salesforce is introducing DevOps center which means that knowledge of source control will become a helpful tool in the Admin toolbelt. This sessions aims to help Admins start their path of understanding source control by discussing how we can manage code through repositories, version control, & IDEs, and marry that with Salesforce through DevOps Center.

ADMIN TRACK

WEDNESDAY JULY 24 - 11:00 AM

CODEY ROOM

Adam Erstelle
Sr. Technical Architect
Palladin Technologies

Learn how integrating with Slack or MS Teams offers a breath of fresh air, providing relief from email fatigue. We'll show you the process, showcasing how easy it is to switch.

MARKETING TRACK

WEDNESDAY JULY 24 - 11:00 AM

ASTRO ROOM

Kristin Bushong
Email Marketing Sr Specialist
The Ohio State University

Email marketers come in all kinds, and many at The Ohio State University have many other marketing efforts to be masters of as well. The A/B Testing functionality in Salesforce Marketing Cloud is the kindest guide, whether pressing send on a campaign or as a means to inspire what should be tested next.

GENERAL

WEDNESDAY JULY 24 - 12:00 PM

OHANA HALL

Eric Dreshfield
Consultant
Independent Consultant

Join Eric as he MC's Buckeye Dreamin's Demo Jam, where sponsors showcase their most compelling app in a super short, no fluff, 3-minute demo. Get ready to be wowed!

GENERAL

WEDNESDAY JULY 24 - 1:00 PM

CODEY ROOM

Andrew Mishler
Technical Architect
Bridgenext
Christi Kane
Sr. Solution Consultant
Bridgenext

How Salesforce kept an enterprise logistics firm running during a cyber attack of other systems - with tips on how you can better prepare in case of a cyber attack.

ADMIN TRACK

WEDNESDAY JULY 24 - 1:00 PM

CLOUDY ROOM

Heather Medlar
Global Salesforce Administrator
LexisNexis
Mandy Cameron
Sr. Global Salesforce Admin
LexisNexis

Discover practical strategies to streamline your testing process. Learn a simple formula to enhance your testing plan, tailored for busy Salesforce Admins. Participate in guided testing scenarios to gain hands-on experience adapting the formula to your unique needs. Don't let testing complexities derail your Salesforce journey—simplify it with us!

MARKETING TRACK

WEDNESDAY JULY 24 - 1:00 PM

ASTRO ROOM

Branden Bellanca
Salesforce COE Leader, Architect
CGI
Moez Chaabouni
Managing Partner
Summit Technologies

Is Data Cloud a "mini-MDM"? Let's discuss...

USER TRACK

WEDNESDAY JULY 24 - 1:00 PM

GENIE ROOM

Josh Hines
Senior Salesforce Consultant
Summit Technologies

Panel interview with several small business customers who have made significant gains with the help of the Salesforce platform.

INDUSTRY TRACK

WEDNESDAY JULY 24 - 2:00 PM

CODEY ROOM

Charles Revelle
Salesforce Solution Architect
CGI

Master the key features of Salesforce Licensing, Permitting, and Inspections. Learn how this industry common model can be configured to solve complex government agency challenges. We’ll demonstrate the dynamic application process through the Constituent and Reviewer’s experience. Wow constituents and with an efficient, digital-first experience that make regulatory compliant businesses a reality.

MARKETING TRACK

WEDNESDAY JULY 24 - 2:00 PM

ASTRO ROOM

Diana Bilic
Solutions Consultant
Devs United
Scarlet Galva
Account Manager
Devs United

How to use Content builder, scripting and AI to create personalized automated promotional journeys.

USER TRACK

WEDNESDAY JULY 24 - 2:00 PM

GENIE ROOM

Sarah Richards
Research Analyst
Dynamic Catholic

Build a report from scratch and learn tips to help get the right report type from the start. Learn about a free SalesForce add-on to help access data you don't have permission to view. #AllthePower Formulas, graphs, and trailhead oh my.

ADMIN TRACK

WEDNESDAY JULY 24 - 2:00 PM

CLOUDY ROOM

Matt Pieper
Director of Enterprise Engineeri
LeafLink

Flow is becoming increasingly more powerful and Admins, Architects, and Developers alike now can write automations that were typically reserved for Apex. But, how do you get the most out of your Flows? Learn how to take principles from the pro-code side and apply them to your Flows to take them to the next level.

ADMIN TRACK

WEDNESDAY JULY 24 - 3:00 PM

ASTRO ROOM

Maggie Jolitz
Salesforce Solution Architect
Steampunk

User Adoption: Critical component of a successful implementation Greatly increases your project's chance of success Creates a positive business environment Be Proactive! Leverage Lightning Experience Features! Compact versus Comfy Icons/Indicators formulas Rich Text Components Dynamic Page Layouts Salesforce Path In App Guidance Compact Layouts Toast Notifications Knowledge Themes and Branding

ADMIN TRACK

WEDNESDAY JULY 24 - 3:00 PM

CLOUDY ROOM

Amy Oplinger Singh
VP Sales & Business Development
Raagvitech

In this session, Amy Oplinger uses a cooking analogy to outline the foundational steps necessary to achieve an AI-ready Salesforce organization. Attendees will learn about the essential ingredients required to create a robust Salesforce setup that can effectively adopt and leverage AI capabilities.

USER TRACK

WEDNESDAY JULY 24 - 3:00 PM

GENIE ROOM

Joy Shutters-Helbing
Senior Manager
CapTech

Raising a family equips individuals with unique skills and experiences that surprisingly align with the demands of a consulting career. 10 ways these experiences collide and prepared me for consulting.

DEVELOPER TRACK

WEDNESDAY JULY 24 - 3:00 PM

CODEY ROOM

Stanton Coville
Technical Director
CapTech

Highly complex LWCs are becoming commonplace in modern Salesforce Orgs, but there is no requirement for testing them. Part of the benefit is that they can be rapidly updated and deployed as a key part of a modern full stack platform. However, as they get more complex and change rapidly, often by multiple developers, it can be very easy to deploy broken components to production. As the user-facing

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