Many organizations struggle with Salesforce performance, high license costs, and slow adoption across teams. Broken processes, conflicting automation, duplicate data, and misaligned workflows create bottlenecks that frustrate users and hinder business outcomes. Service teams spend hours on manual workarounds, reports fail to reflect leadership KPIs, and AI pilots stall because of poor data quality. The result? Rising costs, technical debt, and an org that feels impossible to scale or modernize.
Join us for this expert-led webinar to uncover the hidden issues slowing your Salesforce org and learn how to take control. We’ll explore common pain points for CFOs, COOs, and admins, show why AI often fails in most orgs, and provide practical strategies to clean up technical debt, streamline processes, and maximize ROI. You’ll leave with actionable insights to modernize your Salesforce environment, boost adoption, and prepare for AI-driven growth.
What You'll Learn:
- Identify hidden automation conflicts, legacy workflows, and data quality issues slowing your org
- Understand the impact of poor object models, permission sprawl, and UX friction on adoption and reporting
- Discover how misaligned processes and broken integrations prevent successful AI initiatives
- Learn practical steps to reduce license waste, streamline processes, and improve ROI
- Build a prioritized plan and roadmap to modernize your Salesforce org for AI and automation
Event Details:
DATE: March 19, 2026
TIME: 10:00 AM – 11:00 AM (PST)
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