Salesforce or AI? Wrong first question. What business outcome are we trying to achieve? ⭐

Your users aren't adopting Salesforce. Leadership doesn't trust the reports. Teams are working in spreadsheets. Handoffs between departments are breaking.

So what do we do?

Build more Salesforce? Add automation? Bring in AI?

Maybe. But first, we need to understand the real problem.

Organizations are under pressure to do more with Salesforce, embrace AI, automate processes, and move faster. But adding more technology doesn’t automatically solve the underlying business problem—and sometimes it just helps you do the wrong thing faster.

In this interactive session, we’ll step back from the tools and examine four common warning signs:

👀 Visibility — Leadership can’t see what’s happening
📊 Data Trust — People don’t trust the information
⚙️ Operational Alignment — Technology doesn’t support how teams actually work
🤝 Cross-Functional Alignment — Work breaks between teams

You’ll learn how to uncover the WHY behind the request, connect business challenges to measurable outcomes, and determine whether the right solution is Salesforce, AI, automation—or simply a better process.

Whether you’re an Admin, Developer, Architect, Business Analyst, Consultant, Product Owner, or business leader, you’ll leave with practical questions you can use to diagnose the problem before anyone starts building.

AI can make you faster. Salesforce can help you scale. Neither matters if you’re solving the wrong problem.