As a seasoned veteran in the Salesforce ecosystem with 20 years in SaaS and over 10 years leading AppExchange companies, I’m excited to share 10 lessons learned in personally designing, leading, debugging, and celebrating over 1,000 Salesforce integrations. Because in a moment in history where AI is redefining the business landscape, it’s important to uncover some crucial lessons learned on harnessing the power of data through integrating Salesforce with leading accounting applications.
We’ll dive into the role of data in driving downstream value creation, we’ll demystify the 3 primary integration approaches that have emerged in the marketplace, we’ll discuss what 5 cardinal outcomes companies are constantly chasing, and we’ll talk about the tactics of rolling out an integration initiative in a way that keeps it on track.
Our goal, instead of sharing a case study or walking through how-to content, will be to let attendees walk away with broad, practical models to take back into their working lives the very next day in order to arm them for the challenging discussions that AI will impose upon us all.
