These are my highlights and key takeaways from Salesforce World Tour D.C. 2024, where the Salesforce community converged to explore the latest in AI, data management, and nonprofit marketing.
From actionable tips on implementing Data Cloud to insights into trusted AI with Einstein Copilot, this recap unveils the strategies and innovations driving success in today’s dynamic business landscape.
Join us as we delve into the transformative power of unified data, organizational alignment, and customer-centricity, shaping the future of Salesforce in Washington, D.C., and beyond.
Salesforce World Tour D.C. 2024 Highlights
Salesforce checked in for their annual World Tour D.C. on April 10, 2024, at the Walter E. Washington Convention Center.
I had the pleasure of attending and being a part of the growing Salesforce community in the DMV area.
The focus of World Tour D.C. this year just like every other Salesforce event for 2024 was AI, AI, and more AI.
Pro Tip: If you missed the event this time around, you can catch all the main sessions & keynote videos here.
That said, here are my top takeaways from World Tour D.C.
Highlight 1: Top Tips for Getting Started with Data Cloud
World Tour D.C. showcased the top 5 must-have tips if your organization is thinking about implementing Data Cloud and harnessing the power of all your siloed data infrastructure under one unified SF Data Cloud platform.
- Organizational Alignment: Establish a clear owner and get all departments/stakeholders on the same page.
- Pick a Use Case: Focus on one or two initial use cases that drive team optimization and deliver tangible results within a reasonable timeframe.
- Identify Success Metrics: Define KPIs, establish baseline metrics, monitor data quality, track user adoption, and always iterate to improve.
- Leverage the Customer 360 Data Model: You have to walk before you can run. Use the out-of-the-box data models when you’re getting started.
- Think Big, Start Small: The platform has growth capabilities so you can scale, but you have to take small bites in the beginning.
My takeaways
The two tips around Organizational Alignment and Think Big, Start Small resonated with me the most as these two tips will surely put your organization on the right track for success.
Getting buy-in from every major stakeholder around defined goals is paramount to achieving the success needed. Shoot for the stars in what you want to achieve with Data Cloud, but start small with a basic use case that can showcase the power of unifying your data and implementing a customer journey that can show value to your organization.
Favorite quote from the presentation
“Customer experiences are only as good as your insight into your customer data”
Highlight 2: Great Insights from the Main Keynote
During the main keynote, Salesforce leaders took to the stage to show how everyone can become an Einstein with CRM + AI + Data + Trust.
Emphasizing Data Trust
Parth Shah, Senior Manager for Product Marketing at Salesforce, was on hand to discuss how trusted AI requires trusted data to achieve your organization’s success.
Key Insight from Parth Shah: 81% of IT leaders say data silos hinder digital transformation
Einstein Copilot
Alice Steinglass, EVP & GM Platform at Salesforce, spoke to all the exciting features of Einstein Copilot. She explained that Einstein Copilot uses trusted AI grounded with your own company’s data, so you can tap into Copilot across every app and reduce repetitive work.
A study from Asana in 2023 found that 62% of work time is lost to repetitive tasks. Why not use the great features of Einstein Copilot to reduce the need for repetitive work by your team? That way, you can focus on what is most important — your customers!!
Highlight 3: How to use Data Cloud for Nonprofit Marketing
If you are a Salesforce Marketing Cloud user in the nonprofit arena, How to Use Data Cloud for Nonprofit Marketing was a must-see presentation. Nikki Aguilar, Salesforce Solution Engineer, spoke about the reasons unified data matters.
My 3 takeaways for using Data Cloud for Nonprofit Marketing
- Increase awareness & collaboration. Collaboration and awareness are the keys to being successful when using Data Cloud for nonprofit marketing. It solidifies trust and facilitates connections across the organization.
- Deliver unified, accessible, and actionable data. To support awareness and collaboration at nonprofits, delivering unified, accessible, and actionable data helps with getting resources on board who can elevate the fundraising and marketing experiences.
- Create a culture of data as a strategic asset. Your data is a strategic asset for the organization as a whole. Creating a culture where data is a strategic asset helps advance operational and program excellence and establish trust among all stakeholders.
World Tour D.C.: Innovations in AI, data management, and nonprofit marketing
World Tour D.C. April 2024 brought together the vibrant Salesforce community in Washington, D.C., for a dynamic event showcasing the latest trends and innovations in AI, data management, and nonprofit marketing. From insights into leveraging Data Cloud to the unveiling of Einstein Copilot’s capabilities, we left with inspirational tips to take home and share with our teams.
As we reflect on the event, it’s clear that the path to success lies in aligning organizational goals, harnessing the power of trusted AI, and embracing a culture where data drives strategic decisions.
I hope you enjoyed my top 3 takeaways from World Tour D.C. 2024! As always, you can send us a message to chat about your Salesforce org and ways to get more ROI from your technology.
