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5 Tips to get the most out of Dreamforce or other Salesforce events

July 18, 2022 By ASTRID VAN DORST

Sept. 12–14: Join Salesforce Dreamforce 2023 in its 21-year! Tips to get the most out of Dreamforce: in-person or via Salesforce+ .

Salesforce Dreamforce 2023 is around the corner: September 12–14. In the last few years, due to Covid-19, most people got to see the sessions only online, and the previously most sought-after in-person experience of Dreamforce was ‘by invitation only’ to ensure compliance with COVID protocols.

What to Expect

In 2023, Salesforce will hold its 21st version of Dreamforce and I’m sure it will be special, again.

The conference kick off typically features Salesforce Co-CEOs Marc Benioff and Bret Taylor, and quite possibly some of the new suits that have entered the Salesforce management ranks. The opening keynote is typically given live from the Moscone Center, highlighting Salesforce’s mission, our global Trailblazer community, customer success stories, and the latest Salesforce product innovations. During the week that follows, participants will learn about a range of topics.Easy bet: it will be all about AI.

Tips to Get the Most out of Dreamforce — Who can attend this year?

Last year, tens of thousands of on-site attendees will have access to exclusive in-person content and experiences. This year, 2023, I’m sure this will be the same although I think the crowd might be a bit larger again.

If you will be one of the lucky Salesforce users who will get to go to Salesforce flagship conference in San Francisco this year, then, read on, as you’ll need some help to make the most of this typically overwhelming event.

However, if you are going to be a virtual visitor, the same 5 points apply, albeit that the nuances are different. So, if that’s you, read on too!

5 Dreamforce Tips

As with everything that has a tendency to ‘overwhelm’, my first tip is to break it down and simply.

Tips to Get the Most out of Dreamforce: Number 1: Prepare and Map.

Decide beforehand what you are going to see and map a route to go from A to B to C, etc. There are lots of planning resources at Salesforce.com a bit closer to the date.

Virtual visitors are sometimes(read: very often) too relaxed with planning their participation. However, we recommend to seriously review the 4 day schedule and book time in your calendar to watch certain sessions will bring best results.

5 Tips to Get the Most out of Dreamforce

2. Book your time

This event now takes over San Francisco city and there is some serious walking involved to go from venue A to venue B. Set up a tool like Calendly to book your time during the event. Allow some breaks, be sure to have some time slots for new contacts to book an appt with you. Pop on 1 hr of ‘must attend to’ regular work/emails to keep things going back in the office.

Virtual visitors don’t need to worry about this. So, while you miss out on the San Fran scenery, at least you won’t get as tired either …. (not sure if the one makes up for the other.. )

3. Have Zen time

Maybe this is the best tip to get the most out of Dreamforce…

It’s 3-days straight: days and evenings. Unless you are super-fit, you’ll be exhausted by the sheer number of people and energy of it all. Allow yourself an hour of zen time each day to recoup.

We all need a bit of zen, in San Fran or Brighton.

4. Do what’s important to YOU.

Be the boss of your time!!! Only attend to what’s important to you. By being laser-focused on what you came to do, you won’t be as tired. As well, block out any non-essential input / requirements from the office for these 4 days.

Blocking out office demands will be so much harder if you see the event virtually. Hence the suggestion to put select sessions onto your calendar as business meetings. Content will be available on Salesforce+ before, during, and after Dreamforce, however, you have to honestly ask yourself if you will make the time to watch sessions that are not diarised.

5. Prepare follow-ups

Following up with your new connections, discovered opportunities and new learnings to implement – it can be huge! The most efficient ways to doing follow-ups is either executing or planning that follow-up right there and then, and bring in some automations. Download a business card scanner app on your phone and scan in those contact details. Bring new people in as leads or partners into your Salesforce org. Prep a campaign with few follow-up activities ahead of time, for easy execution. Then, have a useful ‘nice to meet you’ email or ‘welcome journey’- email series ready to send to everyone you meet. If you’re an Asana user, plan new and nifty implementation projects with a target due date.

Obviously, it’s not as simple to meet people on a virtual event than in person.

 
These are our 5 Dreamforce tips. Wishing you a great Dreamforce event experience! We can’t wait what new innovative thought will be revealed this year at Dreamforce. Always an inspiration.

Click here for the complete guide by Salesforce to Dreamforce.

Last Updated on May 4, 2023

Filed Under: IT

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