Join us — October 28, 2020

Attend the Salesforce Platform Planning & Optimization event on October 28, 2020.

TimeToValue series logo
Time to Value logo

/ Event Details

Salesforce Platform Planning & Optimization

Hosted on Traction Gather

28 Oct


9:30AM - 12:00PM PST

(12:30PM - 3:00PM EST)

Future-proof your Salesforce investment. In response to market changes caused by the current pandemic, organizations are operating with greater speed and scalability than ever before. Today, organizations are heavily investing in the latest technologies and platforms to stay relevant and innovative.

Yet, these investments can start accumulating, resulting in a growing pile of technical debt. Over time, this tech debt can bring an organization’s growth and trajectory to a halt.

But how do you plan and budget for platform optimization projects? How do you bring together business and technical leaders to prioritize technical debt remediation? How do you avoid technical debt in the first place?

Understanding how tech debt affects your company is vital. Even more vital, is proactively managing tech debt within your Salesforce instance. Maintaining a healthy org -- aligned with platform best practices -- allows you to invest in forward-looking functionality and scalable innovation, rather than being burdened by maintaining dated customizations.

Join us for Salesforce Platform Planning & Optimization – and find all the answers you need to help accelerate your company’s long-term growth.



Through thought-provoking demos, real world use cases and relevant content, our platform planners and optimization experts will share their experiences and insights on how to best remediate tech debt – and set your company up for long-term success.


Greg Owen

Data Architect,
Traction on Demand


Josh Nelson

CPQ Practice Lead,
Traction on Demand

Arif Ali

Squad General Manager, Traction on Demand

Davis Wong

Solutions Engineer, Traction on Demand

Kristen Gilbraith

Team Lead, Data, Traction on Demand

Leanne Ardley

CPQ Architect, Traction on Demand

Rosie Nathoo

Team Lead, Cloud Technology, Traction on Demand

Letitia Balut

Data Specialist, Traction on Demand

Jordan Schwartz

Business Architect, Traction on Demand


9:30AM - 12:00PM PST (12:30PM - 3:00PM EST)

09:30AM - 10:10AMOpening Keynote

How to Future-Proof your Salesforce Investment.

In this session, we’ll discuss how organizations can avoid and remediate technical debt to stop putting out the fires of today and get back to the innovation curve and planning for tomorrow.

10:10AM - 10:30AMIndustry Leaders Panel

Steps to a Successful Platform Planning & Optimization Program.

In this session, we’ll speak with business and transformation leaders to better understand how they prioritized, planned and secured the resources to undertake a platform optimization program.

10:30AM - 10:40AMBreak

10:40AM - 11:10AMBreakout sessions

Join these smaller and interactive sessions to dive deeper into the content that matters most to you.

How to Drive Organizational Change: Optimization Project Edition.

This session will address some of the challenges individuals and organizations face when trying to address the need for platform planning and optimization.

Investing in Effective Data Governance and Stewardship.

In this session we’ll explore how building a data governance framework can lay the foundation for strong platform adoption and amazing returns on your technology investments.

How to Accelerate Your Technical Debt Remediation.

In this session, we’ll share how Traction on Demand has supported organizations like yours and demonstrate the accelerators we’ve built to get you back to growth faster.

Lead-to-Cash Process Optimization.

Lead-to-cash is where many organizations find themselves burdened with inefficient processes, high amounts of platform customization and bad data. This session will help you get back to Salesforce platform best practices when it comes to lead-to-cash and to drive greater scalability.

11:10AM - 11:20AMBREAK

11:20AM - 12:00PMClosing Keynote

Details coming soon.

Schedule subject to change.

/ About the event

Salesforce Platform Planning & Optimization is part of Traction on Demand’s TimeToValue Series; a series that aims to help organizations understand how they can achieve faster return on their technology, transformation, and community investments.


As experts on the Salesforce platform, Traction on Demand has worked with many organizations to help them through platform optimization projects. With over a decade of experience, we’ve developed the accelerators and the necessary offerings to get organizations back on track - faster.


5+SaaS Applications
3000+Unique Customers
50%YoY Growth