— October 28, 2020

Join us at the Salesforce Platform Planning & Optimization event.

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, organizations are operating with greater speed and scalability than ever before. Organizations are heavily investing in the latest technologies and platforms to stay relevant and innovative. Yet, these investments can accumulate, resulting in a growing pile of technical debt. This tech debt can bring an organization’s growth and trajectory to a halt.

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?

Watch below to learn how, with our Salesforce Platform Planning & Optimization event recap.




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.

Peter Coffee

Vice President for Strategic Research,

Marco Carbone

Chief Technology Office,
The Audubon Society

Jonie Haberek

VP CRM, Salesforce Product Management,
Wyndham Destinations

Cole Watanabe

Senior Success Manager,

Lori William

SVP, Customer Success,
Traction on Demand

Britt Neale

Lead Solution Engineer,
Traction on Demand


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 - 10:00AMOpening 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.

10:00AM - 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 teach you how to identify technical debt within your organization, and get you started on your platform optimization journey. Learn how to identify symptoms of technical debt, build a burning platform for change, and enable buy-in with your leaders to create business value with technical change.

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

Peter Coffee, VP for Strategic Research at Salesforce, will share valuable insights with you, leaving you both excited and inspired.

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