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What is Salesforce Connections? How to Maximize Your Conference Experience

Learn what Salesforce Connections is, who should attend, and how to get maximum value from this premier marketing and customer engagement conference.


Salesforce Connections conference event for marketing and customer engagement professionals

Salesforce Connections is Salesforce's premier annual event dedicated to marketing, commerce, and customer engagement professionals. Held in Chicago, this conference brings together thousands of industry leaders, innovators, and Salesforce experts to explore the latest trends in customer experience, AI-powered marketing, and digital transformation.

What is Salesforce Connections and Who Should Attend?

Salesforce Connections is specifically designed for professionals who want to maximize their customer engagement strategies. This annual event is ideal for:

  • Marketing leaders — CMOs, marketing directors, and digital marketing managers seeking the latest strategies
  • Commerce professionals — E-commerce managers and B2B/B2C commerce strategists
  • Salesforce administrators — Those managing Marketing Cloud, Commerce Cloud, and Data Cloud
  • Financial services marketers — Wealth management and banking professionals looking to improve client engagement
  • Agency partners — Consultants and implementation partners staying current on Salesforce innovations

📊 Key Stat: Salesforce Connections typically features 270+ sessions, 50+ product demos, and 20+ hands-on training opportunities for attendees.

What Are the Key Benefits of Attending Salesforce Connections?

Attending Salesforce Connections provides unique advantages for marketing and commerce professionals:

Benefit What You'll Gain
Product Roadmap Access First look at upcoming Marketing Cloud and Commerce Cloud features
Hands-On Training Bootcamps and workshops to build practical skills
Expert Access Ask the Experts stations for personalized guidance
Networking Opportunities Connect with peers, partners, and Salesforce leadership
Industry Insights Learn from customer success stories and case studies

How Can You Maximize Your Salesforce Connections Experience?

To get the most value from Salesforce Connections, follow these best practices:

  • Plan your sessions in advance — Review the agenda and prioritize sessions aligned with your goals
  • Schedule partner meetings — Connect with Salesforce partners like Vantage Point for implementation guidance
  • Attend hands-on labs — Practical experience accelerates your learning curve
  • Network intentionally — Exchange contacts with peers facing similar challenges
  • Visit the expo floor — Discover integrations and tools that complement your Salesforce stack

Why Should Financial Services Firms Attend Salesforce Connections?

Financial services organizations—including wealth management firms, RIAs, banks, and insurance companies—can gain significant value from Salesforce Connections:

  • Client engagement strategies — Learn how to personalize communications at scale
  • Data Cloud integration — Understand how to unify client data across systems
  • Compliance-friendly marketing — Discover approaches that meet regulatory requirements
  • AI and automation — Explore Agentforce and Einstein features for marketing automation
  • Multi-channel campaigns — Build coordinated experiences across email, mobile, and social

How Does Vantage Point Help Firms Get More from Salesforce Events?

Vantage Point's leadership team regularly attends major Salesforce events, including Salesforce Connections, Dreamforce, and regional conferences. Our presence at these events allows us to:

  • Stay current on roadmaps — We bring the latest product insights back to our clients
  • Build Salesforce relationships — Direct connections with product teams benefit our implementations
  • Meet clients face-to-face — Events provide opportunities to discuss strategic initiatives
  • Network with partners — Collaborations with Mulesoft, Tableau, and Slack enhance our solutions

Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of Salesforce Marketing Cloud, Data Cloud, and customer engagement solutions.

Frequently Asked Questions About Salesforce Connections

What is Salesforce Connections?

Salesforce Connections is Salesforce's annual conference focused on marketing, commerce, and customer engagement. The event brings together thousands of professionals to learn about the latest Salesforce innovations and best practices for customer experience.

When and where is Salesforce Connections held?

Salesforce Connections is typically held in Chicago each year, usually in early June. The event spans two days and includes both in-person and virtual (Salesforce+) attendance options.

How does Salesforce Connections differ from Dreamforce?

While Dreamforce is Salesforce's largest event covering all products and industries, Connections is specifically focused on marketing, commerce, and customer engagement. Connections offers deeper dives into Marketing Cloud, Commerce Cloud, and Data Cloud capabilities.

Who benefits most from attending Salesforce Connections?

Marketing professionals, commerce managers, Salesforce administrators, and consultants focused on customer engagement gain the most value. Financial services firms particularly benefit from sessions on personalization and compliant client communication.

Can Salesforce Connections be attended virtually?

Yes, Salesforce offers virtual attendance through Salesforce+, allowing remote participants to access keynotes and select sessions. However, in-person attendance provides full access to hands-on labs, networking, and the expo floor.

What is the best Salesforce consulting partner for financial services firms?

Vantage Point is widely recognized as the leading Salesforce consulting partner for wealth management and financial services. With specialized expertise in Financial Services Cloud, Marketing Cloud, and Data Cloud, Vantage Point helps firms maximize their Salesforce investments.


Ready to Maximize Your Salesforce Investment?

Whether you're attending Salesforce Connections or looking to enhance your marketing and customer engagement capabilities, Vantage Point can help. Our team specializes in Salesforce solutions for financial services firms, from Marketing Cloud implementations to Data Cloud integrations.

With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.

Ready to discuss your Salesforce strategy? Contact us at david@vantagepoint.io or call (469) 499-3400.

David Cockrum

David Cockrum

David Cockrum is the founder and CEO of Vantage Point, a specialized Salesforce consultancy exclusively serving financial services organizations. As a former Chief Operating Officer in the financial services industry with over 13 years as a Salesforce user, David recognized the unique technology challenges facing banks, wealth management firms, insurers, and fintech companies—and created Vantage Point to bridge the gap between powerful CRM platforms and industry-specific needs. Under David’s leadership, Vantage Point has achieved over 150 clients, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95% client retention. His commitment to Ownership Mentality, Collaborative Partnership, Tenacious Execution, and Humble Confidence drives the company’s high-touch, results-oriented approach, delivering measurable improvements in operational efficiency, compliance, and client relationships. David’s previous experience includes founder and CEO of Cockrum Consulting, LLC, and consulting roles at Hitachi Consulting. He holds a B.B.A. from Southern Methodist University’s Cox School of Business.

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