Identify and eliminate Critical Data Risk:
Understand why the common "Integrated" architectural model creates unnecessary security and compliance exposure for your customer relationships by requiring data to leave the Salesforce platform..










AI is changing how services organisations operate, deliver, and grow. But real impact doesn’t come from experimentation—it comes from building the right foundation to scale.Find a time to meet the Certinia team to see how we’re putting AI to work across the entire services lifecycle. From optimizing project management to solving resource reallocation to elevating customer health, we’ll show you how to run a smarter, more connected business on Salesforce.
Book at time with us for:
Fill out the form above and someone from our team will reach out to find a time that works best for your schedule!
Join industry leaders from Salesforce, Spaulding Ridge, and Certinia for a deep-dive conversation into the strategies reshaping service delivery and customer success.
Panel & Reception with:





| Time | Agenda Item | Other (Delete column if not needed) |
|---|---|---|
| 11:45am- 1:00pm |
Registration & Networking Lunch |
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| 1:15pm - 1:30pm |
Welcome and Introductions |
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| 1:30pm - 2:00pm |
Keynote: Transforming Success in the AI Era |
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| 2:00pm - 2:30pm |
Customer Story |
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| 2:30pm - 2:45pm |
Panel Discussion |
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| 2:45pm - 3:15pm |
AI in Services: Enhancing Customer Experiences |
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| 3:15pm - 4:00pm |
Networking Reception |
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| 3:15pm - 4:00pm |
Closing Remarks |
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24
Currencies
across 40+
countries in a single view
10x
Increase in
projects
managed simultaneously
1 Click
Reporting
in seconds,
not hours
1 Click
Reporting
in seconds,
not hours
Join Certinia’s Steve Frost and Will Spice to explore how a Salesforce-native approach replaces architectural complexity with clarity. Learn how a unified platform eliminates external exposure and delivers the single source of truth you need to see—and trust—the strategic value your team drives.
Turn financial data into actionable customer insights.
Turn financial data into actionable customer insights.
Turn financial data into actionable customer insights.
Turn financial data into actionable customer insights.

Job title, Company name

Job title, Company name

Job title, Company name

Job title, Company name

Job title, Company name
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Job title, Company name
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Job title, Company name
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Firstname Surname
Job title, Company name
Join Certinia’s Steve Frost and Will Spice to explore how a Salesforce-native approach replaces architectural complexity with clarity. Learn how a unified platform eliminates external exposure and delivers the single source of truth you need to see—and trust—the strategic value your team drives.

We’ll be discussing lorem ipsum dolor sit amet, consectetur adipiscing elit.
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Sarah Jenkins, Company












Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager


Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager


“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager

“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager

“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
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