Dreamforce Sessions, Redkite Recommended for Financial Services – by Ted Weinberg

When you’re attending Dreamforce, it seems like there’s too many informative sessions you can pack into your schedule. Between the big keynotes (Hillary Clinton and Al Gore!), exciting announcements from Salesforce’s CEO Marc Benioff and special guests that join him, it’s hard to figure out where to spend your time.

That said, be sure to pick sessions that will show you how to best use Salesforce at your firm. Hundreds of customers share their stories of their use and Salesforce makes its highly knowledgeable Product Managers available to share their expertise and what great new features are in development.

While it’s tempting to overload your schedule with sessions, make sure you leave time to enjoy both the Cloud Expos, volunteer events, and fun on Dreamforce Plaza. Plus you’ll have to save energy for the great nightlife including the Gala on Civic Center Plaza featuring Bruno Mars and Cake, and Redkite’s Wealth Management Happy Hour.

Click below for a few of the sessions that interested us at Redkite most — be sure to register for them in the Agenda Builder today!

Financial Services Sessions

Financial Services

Because it’s so flexible, Financial Services firms have been adopting Salesforce’s SaaS platform with immense speed — it’s faster to develop, simpler to maintain, and easier to ensure user adoption. Join these sessions to hear about how other customers are using Salesforce, hear about the latest security efforts, and ways to improve your operations.

  • Mon, 13 Oct: 1-1:40 pm - AppExchange for Financial Services: Financial Services App Evolution
    Salesforce makes it easy to extend what you do inside your org with over a thousand apps in the AppExchange–easily and securely. Hear how BNY Mellon uses some of these apps in their business.
  • Mon, 13 Oct: 3:30-3:50 pm - OppenheimerFunds Invests in Success with Salesforce.com
    Join a quick session to hear how OppenheimerFunds replaced their Siebel-based CRM with Salesforce and now has more robust relationships with financial advisors.
  • Tue, 14 Oct: 11:30 am – 12:10 pm - Embracing the Cloud While Protecting Data at Wells Fargo
    With so many data breaches in the news, security is on the forefront of every IT professional’s mind. Hear how Wells Fargo uses Salesforce’s cloud services, and their efforts around data protection, regulatory compliance, and data residency.
  • Wed, 15 Oct: 10:30-11:15 am - Financial Services Keynote Featuring Chris Skinner
    An all new keynote tailored for Financial Services clients will feature Chris Skinner, Chair, Financial Services Club of the UK. Financial Services firms are facing new pressures to be more customer-centric, and Salesforce has the tools to power those interactions. Hear Chris’ vision for how things are changing.
  • Wed, 15 Oct: 11:45 am -12:25 pm - The Digital Financial Services Future
    Come hear as GE Capital and E*Trade share their stories of building internal- and external-facing systems for a new era of CRM usage.
  • Wed, 15 Oct: 2-2:40 pm - Putting the ‘Wow’ Into Financial Services Apps
    Let’s face it — internal systems aren’t usually the most slick looking or easy to use. IT departments often prioritize functional requirements over usability. Come hear how better design can make Financial Services apps easier to use and make users want to use the system.

Analytics Sessions


Having real-time reporting makes it easier for you to monitor your business and ensure that you’re going to continue being successful. It’s easy to use and doesn’t require a dedicated data analyst. No more waiting on IT for small tweaks or having data warehouses to update. Join these sessions to learn more about Salesforce’s powerful analytics features.

  • Mon, 13 Oct: 11-11:40 am – Salesforce1 Reporting – How Top Companies are Transforming Their Businesses
    Customer-driven sessions are the best, and those led by Salesforce’s MVPs are even better. Hear from FFF Enterprises’ MVP Admin Jennifer Wobster, as well as leaders from GE’s Oil & Gas and Power & Water units, on how they use reporting.
  • Tue, 14 Oct: 12:30-1:10 pm – Analytic Snapshots: Common Use Cases that Everyone Can Use
    Ever wanted to report on how your business’ performance has changed over time? Analytics Snapshots are a powerful tool to let you capture metrics over time and then report on the change in those results.
  • Thu, 15 Oct 11:15-11:55am – Project Wave: How to Push the Envelope With Enterprise Performance Metrics
    Hear how Project Wave is going to change way that reporting works — one of the new announcements that we’re awaiting anxiously.

Roadmap Sessions


These sessions are led by Salesforce’s Product Management teams that control what features make (and don’t make) it into each of the three releases a year. It’s a peek behind the curtain and these sessions don’t get recorded and posted online afterwards. They also usually have colorful Q&A sessions at the end–ask the experts when to expect your favorite item from the IdeaExchange!

Sales Cloud Roadmap: A Sneak Peek Into the Future

  • Tue, 14 Oct 9-10 am
  • Wed, 15 Oct 1:30-2:30 pm
  • Thu, 16 Oct 10-11 am

Salesforce1 Mobile Roadmap: What’s on Tap

  • Mon, 13 Oct 12-12:40 pm
  • Tue, 4:30-5:10 pm
  • Wed, 4-4:40 pm

Salesforce1 Reporting Roadmap

  • Tue, 14 Oct 11:30 am – 12:10 pm
  • Thu, 16 Oct 10:15-10:55 am


Written by: Ted Weinberg
Design: Melissa Alanis

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