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Sep 28, 2021

Dreamforce 2021 Recap

Dreamforce 21 took place 9/21-9/23, and the PAC Salesforce Admin team was there (virtually) to take it all in! Check out their recaps, and catch up on any Dreamforce content you may have missed here!

Harrison Gore, CRM Analyst

My favorite session was the Six Guiding Principles for CRM Adoption. I learned many tips and tricks to help onboard new clients onto Salesforce and new strategies to help them get the most out of their platform. The six guiding principles are:

1. Prepare for change management
2. Demonstrate Leadership Buy-In
3. Know your End-Users
4. Commit to Simplicity
5. Be Meaningful
6. Train, Learn, Repeat

What I found most interesting was USC's use of Slack to build a digital campus. The way USC interacts with their students via Slack speaks to the value of having a centralized form of communication and opens the door to incredible opportunities for connecting with fans. Slack's integration with Salesforce will also make it easier for reps to do their daily tasks and focus more on selling.

I am excited about Tableau now being able to be shared within Slack. Coupled with the Salesforce integration, it provides a powerful new way to build dashboards and visualizations while also cutting out the need to create and clean excel sheets for the data.

Andrew Campbell, CRM Analyst

What I found most interesting was a session on marketing in a cookieless world. With so many browsers and operating systems updating their privacy settings to prevent tracking across web pages, unique challenges lie ahead for marketers. In the session, the panel talked about ways to adapt to this inevitable reality. The consensus was that first-party data would become the new currency in marketing. Not only is this interesting in a global sense, but directly for Paciolan clients, this means becoming more creative in how you segment and target your loyal patrons. I think there is potential here to utilize Salesforce Opportunity data and leverage Learfield's Fanbase tool to create new cohorts for marketers. It will be interesting to see what happens across the industry in the coming years.

Surprisingly, I am most excited about feature retirements in the coming years. More specifically, the retiring of Process Builder and Workflow automation. These tools are not going to be retired any time soon, so no need to panic. However, from an admin standpoint, their replacement will be a lot more open-ended. Flow Builder will replace both of these products (eventually). I am excited to see what improvements we can make upon processes for which we currently use the old tools.

One final takeaway would be Salesforce's Dynamic Forms. Unfortunately, while this new update is currently available, it is not being utilized to its fullest. Nevertheless, there were some great examples of using dynamic forms to have fields be dynamically visible based on specific criteria. I am confident about finding use cases in the coming months.

Chris Carney, CRM Manager

Dreamforce 21 marked my 5th Dreamforce (2nd virtual), and what impressed me was the online format. Salesforce is launching a new content channel, Salesforce+, where they will provide Dreamforce level content year-round. The streaming service interface made it very easy to hop between sessions and made going back to find sessions I couldn't attend simple and easy!

Check out sessions grouped for Sales, Admins, or check out the best of Dreamforce. Slack integration with Salesforce was the big theme of the year, so if your organization uses Slack, check out some of the new features available now.

Of course, it wouldn't be Dreamforce without a litany of special guests. It was inspirational to hear perspectives on transformation, health, and DEI from guest speakers such as Jason Sudeikis, Aly Raisman, and Wanda Sykes.

All in all, it was another incredible Dreamforce. I'm looking forward to taking what we've learned and using it to make our clients successful in 2022 and beyond!