Speakers
Salesforce teams have invested heavily in Flow, automation, and DevOps, but document workflows often remain fragmented across multiple tools.
Join us to learn how to simplify document automation, reduce maintenance overhead, and build scalable, audit-ready workflows that evolve alongside your Salesforce org.
What We’ll Cover:
- Applying DevOps Principles to Document Workflows: Discover best practices for version control, testing, release management, and workflow consistency that reduce maintenance effort and improve reliability across Salesforce environments.
- AI-Powered Documents Without the Risk: Learn why AI can accelerate document creation but doesn’t solve compliance, auditability, or process control – and what Salesforce teams should consider before scaling AI-generated document workflows.
- Why Document Automation Breaks: Explore the common pitfalls of managing document generation, approvals, eSignature, and workflow automation across multiple systems and why these issues often surface during change management and Flow updates.
Don’t miss this opportunity to learn how to modernize Salesforce document automation, simplify workflow management, and reduce the operational burden on your team.