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Establish a Salesforce Center of Excellence (COE)
Learn how to establish a Center of Excellence (COE) for Salesforce. From governance to operating models to multicloud strategies — we've got you covered.
Important: This session is first come, first seated. You do not have a reserved seat.

, VP, Professional Services - TMT & CBS, Salesforce

, VP, AMER Practices, Salesforce

Role: Data Analyst, IT
Product: Professional Services (Products), Data 360
Topic: Business as a Platform for Change
Session Level: Beginner
Session Type: Theater
  • Tuesday, Sep 172:30 PM - 2:50 PM PDT
    (9:30 PM - 9:50 PM GMT)
    Moscone West, L2, Astro Theater
  • Thursday, Sep 193:30 PM - 3:50 PM PDT
    (10:30 PM - 10:50 PM GMT)
    Moscone West, L2, Astro Theater
Session Summary by Einstein: This session focused on the importance of establishing Centers of Excellence (CoEs) within organizations to drive innovation and self-reliance, avoiding over-dependence on external sources. The speakers highlighted the process of creating CoEs, emphasizing the need for executive sponsorship, clear vision, and standardized processes, while underscoring the significance of internal expertise in enhancing Salesforce's product utilization. Through a blend of humor and engagement, the presenters offered insights into best practices and the evolutionary phases of CoE development, from initial setup to scaling and enhancing operations. They illustrated how a well-implemented CoE could result in a multiplier effect, propelling the organization towards more sophisticated and efficient use of Salesforce products.
Key Takeaways by Einstein:

• Centers of Excellence are critical for fostering innovation from within an organization, reducing the reliance on external knowledge sources.

• A successful CoE requires executive sponsorship, a clear and documented vision, and a gradual, phased approach to implementation and optimization.

• The session provided practical best practices and underscored the value of internal expertise in leveraging new Salesforce features, such as Agent Force, to enhance business operations.

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