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2024 Buckeye Dreamin' Sessions

INDUSTRY TRACK

TUESDAY JULY 23 - 8:00 AM

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!

DEVELOPER TRACK

TUESDAY JULY 23 - 8:00 AM

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

MARKETING TRACK

TUESDAY JULY 23 - 8:00 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.

ADMIN TRACK

TUESDAY JULY 23 - 8:00 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

ARCHITECT TRACK

TUESDAY JULY 23 - 9:00 AM

ASTRO ROOM

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.

DEVELOPER TRACK

TUESDAY JULY 23 - 10:00 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 - 10:00 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 - 10:00 AM

GENIE ROOM

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 - 10:00 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 - 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.

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.

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

Proven strategies for making your Salesforce delivery more difficult, less predictable, and more exhausting. (there's more to say here but the form is limited).

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

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

GENIE 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 Technologies

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

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 - 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.

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

CLOUDY 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.

INDUSTRY TRACK

WEDNESDAY JULY 24 - 11:00 AM

GENIE ROOM

Kevin Myers
Salesforce Director
Hike2
Nate Huskey
CIO
Ohio Department of Health
Scott Brock
Vice President, Strategy & Business Development
Salesforce
Stu Davis
VP Consulting Expert
CGI

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

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.

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.

MARKETING TRACK

WEDNESDAY JULY 24 - 2:00 PM

ASTRO ROOM

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

ADMIN TRACK

WEDNESDAY JULY 24 - 3:00 PM

CODEY ROOM

Maggie Jolitz
Sr Salesforce Solution Architect
CGI

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 - 4:00 PM

CLOUDY ROOM

Christina Smith
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.

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