- The two most powerful
words in the world that we
Every great thing that
I've ever been a part of
began with
those two words.
And today, thousands of
organizations are saying,
with the power
to act on those
What if every
child had a tutor?
What if every healthcare
visit felt personal?
What if every family
had their own financial
What if your business
never had to sleep?
What if your company could
solve problems before you
[SUSPENSEFUL ORCHESTRAL MUSIC]
What if you could
empower every employee
with a limitless
digital workforce, one
that listens, learns, and
acts all day, every day?
[CHUCKLES]
Well, this isn't
some far-fetched, science
fiction fantasy anymore.
No, it's happening
right now with AI
Agentforce turns your
vision into reality.
Think about it,
a future where
every student, patient,
client, citizen,
and customer experiences
the best service possible.
And your people,
well, now they're
free to focus on the
work that matters most.
All you have to do
is bring your dreams.
What if every company was
an Agentforce company?
[SUSPENSEFUL ORCHESTRAL MUSIC]
Please welcome President--
Industrial, Energy,
and Consumer Industries--
Salesforce,
Connor Marsden.
Good morning, Boston,
and welcome to Agentforce
I come from Washington DC.
And Washington DC is
not necessarily known
So it's great to be
up here at Boston,
the city of champions,
the Red Sox, the Bruins,
It's amazing the
success you've
And when I think
about success
and that
championship spirit,
we're all going to have to
bring that winning energy
Because it's amazing
the transformational
changes that
are ahead of us
with AI and this
agentic technology.
But we're going to get
to that here in a second.
But first, I want
to say thank you.
Thank you to our
customers, our partners,
our MVPs, the incredible
trailblazers who are here
You're truly the
heart of Salesforce.
You're the heart of each
one of your companies.
And we couldn't
be more thankful
that you're spending the
morning with us today.
When Salesforce
was started,
we were started
as a values-driven
And it really helped to
fuel our growth to where
Values such as trust,
customer success,
innovation, equality,
and sustainability.
And those values are going
to be even more important
as we navigate these
changes with autonomous
But one thing
that our values
have taught us
and remind us
is that business
can be the greatest
And when Marc and Parker
started Salesforce,
we not only created a
new subscription business
model, we also created a
new philanthropic model,
where we give 1% of our
equity, 1% of our time,
and 1% of our
product to nonprofits
In addition, 19,000
companies have actually
pledged 1-1-1
and bringing that
So I encourage you to go
back and see if you can
all join us in the
1-1-1 movement.
Because what we've learned
is that by doing well,
And this year, we're on
track to hit $41.3 billion
And really,
that's a testament
to each one of you
in this room that
are working tirelessly on
behalf of your companies
to create incredible
customer experiences.
Because one thing
we've learned
in technology is that
innovation moves fast.
And for 25
years, Salesforce
has been on the
leading edge
of the biggest
transformational movements
It all started
with cloud, then
went to mobile and social
and predictive and data.
And data was
really important.
With Data Cloud,
we were able to fix
all those trapped
islands of data
to create a
unified profile
And that really
prepared us
for this next
transformational moment
that's going to be
bigger than the internet,
the first innovation that
happened back in 1995.
We're building on
that data foundation.
We're going to
be able to create
phenomenal, limitless
experiences on behalf
And this is
really important,
because ultimately
customers expect
They expect personal
and human experiences.
If I call up to return
a pair of shoes,
I want them to understand
the totality of all
If I want to call
my insurance company
to ask questions
about a policy,
I want to talk to an
immediate expert that
can answer all the
granular details
And I don't want
to wait on hold.
Who here likes to wait
on hold when they call
Sorry, an agent will be
with you in 15 minutes.
And if I have a problem, I
want my service providers
to proactively
reach out to me
to schedule a
service appointment,
so small problems don't
become big problems.
And in reality, our
customers, our companies,
We are struggling
with fixed and stalled
And this is because
we're being forced
to do a lot of manual
tasks, where we're having
to go across
and swivel chair
across multiple
applications
to look up an answer
in one system,
enter it into
another system,
send an email to a
colleague about a system I
don't have access to so
that I can get an answer.
It's happening to all
of our organizations
today because of the
disconnected data
and applications that
are all too common inside
And this is leading
to tremendous employee
burnout, where we're
just stressed in trying
And so we all
asked ourselves
a question from a
Salesforce standpoint,
what if we could
solve this problem?
What if we could
create a workforce that
What if we had a workforce
that could work 24/7
What if we had
a workforce that
could answer any question,
whether small or complex?
What if we could build a
workforce that could truly
allow us to have
global scale
and solve those tasks so
that employees could focus
And that's why we
created Agentforce.
We've talked a lot
about Agentforce,
autonomous AI that's
working 24/7 with
our customers, but also AI
that's sitting alongside
humans to answer
questions to complex tasks
and making them able
to focus on the work
that's going to
matter the most.
And we spent a lot of
time talking about sales
So like sales coaching,
before you go in
and you have a big pitch,
you want to pitch to AI
and get real-time
feedback on that pitch.
Or a BDR agent that's
qualifying all your leads
and sending those highly
qualified opportunities
to the humans so they
could work and engage
Or from a service
standpoint,
working to do
case management
to solve warranty and
repair claims autonomously
Really powerful
scenarios that we've all
Now, about two
weeks ago, we
made an announcement
in Chicago
at our Connections Event.
And we're now
bringing Agentforce
Now, I've got a question.
How many marketers do
we have in the room?
Raise your hand if you're
a marketer in the room.
All right, this
section is for you.
And so I want
you all to get
on the edge of your seats.
Marketing and
Agentforce is
going to lead to
a profound change.
Now, I've led a
marketing team before.
And as marketers,
we've been
really good at sending
one-way conversations,
one-way communications
to our customers.
We send emails that
say "do not reply."
How many people have ever
received a "do not reply"
Is that a very good
customer experience?
Or an SMS message that
the last sentence says,
"please stop if you
don't want to have these
With Marketing
Cloud, we can now
turn every
marketing message
into a two-way
conversation.
And so instead of an email
saying, "do not reply,"
imagine if an email
said "please reply."
And the reason we
didn't do this before is
because, as a marketer,
who the hell was going
to respond to that email,
if you got 500, 5,000,
There was no
one to respond.
But Agentforce
is limitless,
has incredible scale,
and it can answer
And so think about
how powerful that
Think about a
scenario where
it's no longer
about sending out,
and how many
impressions that I
can get with my
marketing messages.
But you've changed
your entire mindset
to how many conversations
can I create.
And with those
conversations,
and as a marketer,
we are all
faced with that challenge
of, what are the results?
How do we measure our
effectiveness and whatnot?
And now you can walk into
your CEO's office and say,
I sent out 2 million
emails and I had 200,000
conversations with
our customers.
And not only that,
here's what they're
Here's what they're
saying about our product.
Here's what
questions they have.
Here's where they
want us to dig in.
That's a really
powerful concept.
And we can do
that across email.
We can do that across SMS.
We can do that
in WhatsApp.
We can do that from
a social standpoint.
This is going to
profoundly change
how we engage with
our customers.
And as marketers,
we're finally
going to be able to
create those conversations
But none of this is
possible without having
your data layer in place.
And with Data Cloud and
our zero copy alliance
with Google and Databricks
and Snowflake to get
real-time access
to information,
with the power of RAG,
retrieval-augmented
generation, built in so
you can get the insights
that you want, having
Data Cloud today
is truly a
no-regrets decision.
If you're using
Salesforce,
get Data Cloud
deployed today.
Because it's going to
make your organization
that much more
integrated and solve that
disconnected data
across your application.
Because Agentforce
ultimately
is powering a new
digital labor revolution.
And every company needs
to become an Agentforce
And there's really no
better example globally
right now of what
it means to be
an Agentforce this
company than Salesforce.
And I'm going to talk
about this a little bit.
So first, you can actually
see this in action
I encourage you all
to go there today.
And when we initially
launched Agentforce
at Salesforce, we started
seeing phenomenal results.
And to date, we've seen
850,000 conversations just
And let me give you a few
stats that we've seen.
So first, for customers
that are using our agent,
85% of their
inquiries are actually
solved with the
agent autonomously.
Only 15% are actually
getting transferred up
That has saved us $50
million in 6 months.
Think about the
cost savings
that you could bring
back to your organization
today by deploying an
agent from a service
And we've been able
to take those support
associates, and we've
been able to move them
to higher impact areas
inside of Salesforce,
as SEs or Customer
Success Managers,
so they continue making
a phenomenal impact here
And that's going
to continue
But here's another
interesting thing
When people engage
with agents,
they ask different
types of questions.
They ask questions in the
agent on the support site
like, who is our
account team?
They ask questions
like, hey,
can I get a
Data Cloud demo?
They ask questions like,
what's Data Cloud pricing?
And those aren't
support questions.
Those are buying
questions.
And now we can
take that inquiry
and we can hand it
over to our BDR agent.
And we can further
qualify that opportunity.
And we've created
30,000 highly qualified
opportunities to
our sales reps.
And so we're connecting
service into sales
to fuel our
revenue growth.
And each one of you
can bring that back
And Agentforce also
unlocks digital labor
across innumerous
categories of scenarios.
So at Adecco Group, we're
taking resumes and job
applicants and
matching them to jobs.
At AAA, we're proactively
scheduling field service
visits to help
change a tire
or to get your
keys unlocked
from your car, which
I've done on more
Or at Equinox,
where we actually
are offering a full
concierge experience
Now, there's a great
Boston company, one
of my favorite,
hopefully, you guys
know that SharkNinja is
located here in the Boston
area, phenomenal company.
And we're using
Agentforce to help them
with a shopper
agent online
to help navigate the
143 categories that they
We're helping them
from a customer service
standpoint to
provide consistency
of global experience
across all the markets
And we're helping them
with some fun tips
and hints for
their customers,
such as with their
Ninja SLUSHi,
how you can turn your
SLUSHi into the best
frosé-making machine for
your afternoon picnic.
We actually just did
this in an event.
But also, iconic
brands like Goodyear
are using
Agentforce today,
where they're engaging
with their dealers
and they're looking at
tire history and tire
And they're helping
match what's
the right tire for the
right vehicle on behalf
of their dealers, and
passing that information
to the consumer so they
can find the right tire
But with Agentforce,
it's moving really fast.
And we have to drive fast
innovation with Agentforce
because the market is
changing so quickly.
We announced Agentforce in
September at Dreamforce.
We went live at
the end of October.
And we had our second
release just shortly there
in December, followed
by a subsequent release
And we're so excited that
we just recently announced
The first is
Command Center.
Command Center,
where using AI,
you can actually
manage, measure,
optimize all your agents
and give you the control
and ensure you're
getting the consistency
With the Model
Context Protocol,
MCP, this is
really important.
Because now you
can actually,
without custom
integrations,
you can
authenticate agents
to other agents inside
your organization
We have 100 pre-built
industry actions
we'll talk about here
in a second and pricing
flexibility that
we've launched inside
We're really excited
about our third release
And so for the rest
of the presentation,
we're going to break
our presentation
We're going to talk
about Agentforce.
We're going to talk
about Data Cloud.
And we're going to talk
about the Customer 360.
And so to walk us
through Data Cloud,
I couldn't be more excited
to bring onto the stage
I am so excited to be here
in Boston with all of you
We have to keep it
just in this room
Are you all
good with that?
I think I have the best
job at the company.
Because I get to lead our
global Agentforce and Data
Cloud specialists
around the world.
Well, what does that mean?
I get to connect
with customers
in every industry,
in every market,
and hear how
they are driving
agentic transformation--
but importantly,
what's working,
what's not, and why.
And Agentforce
just launched about
And in that time, we've
captured over 8,000
different customers and
have a lot of different
So we can quickly
deliver customer success.
And that's what I get to
walk you through now, here
And one of the first
patterns is this.
A large language
model alone
is not enough to fully
maximize the value of AI
It's very similar to the
revolution we went through
50-plus years
ago with the CPU,
a central processing unit.
It was incredible
innovation,
but it still needed a
motherboard, storage,
memory, everything
to come together
for a valuable experience
for the end user.
And when we look
at a large language
model for the enterprise,
the first piece
that has been missing
to maximize value
is this, this data layer
that you heard Connor talk
about for your prompts
and your business
to be grounded
in real time
in your
organization's data--
both the structured data,
but the unstructured,
contextual data
as well, and also
all of the metadata,
the data about the data,
So that your company can
have a common vernacular,
a common language,
to really put
all of this powerful
intelligence and knowledge
on your data into
your business.
But it is more than
just surfacing up
this relevant data
grounded on your business.
how do you bring it into
relevant interfaces?
And this is where
the application layer
This is now servicing
those prompts
that are grounded
in your data
into the applications
and the processes
and the workflows that
your employees are using
every single day already.
But we also know
it's not just
enough to have
this LLM grounded
on your
organizational data
and then serviced in
relevant insights.
The power, the
big unlock comes
once you then turn this
into autonomous action.
And this is where the
agent layer comes in
So now that your
agents are grounded,
they're into embedded
into your applications
Now they're able
to take action
But we all know it
is absolutely vital,
imperative that in this
process of extracting
and maximizing the value
of AI for the enterprise,
it must be built with
trust, with guardrails,
with compliance, with
security, with permission
control, thought through
every single step
Because we also know that
once trust is broken,
enterprises cannot go
further, faster with AI.
They cannot
deliver scalable,
sustainable AI
without trust.
And you heard
Connor when he
This has been number
one for Salesforce
It is deeply embedded
into every single part
But we also know
the importance
of this remaining an open
platform for our customers
to bring in their own
LLMs, their own systems
and APIs, their own
data around anywhere
This is our digital
labor platform.
We have done all of the
work of pulling together
this platform so that
our customers don't
have to to quickly
capture the value of AI
And then one
of the patterns
we see in that is when our
customers use Agentforce
for their platform,
they are realizing
16 times faster
time-to-value out of those
agents, and 75%
increased accuracy
and relevant
responses, compared
to trying to
stitch all of that
But we also know
how important
it is that
Agentforce is deeply
integrated into
your business, which
is why here on
the left, you
can see all of our zero
copy data partners.
Our customers have
put their time
and their capital
investments
into these data
lake houses.
We just want to connect
and help activate
and extract more value
from our customers
from some of that
trapped data.
But you don't
have to move it.
That is the power of these
zero copy partnerships.
And with our AI
partnerships,
allowing our customers
to have the selection
of which LLM they prefer.
And then we recently
launched a partnership
with Google so
that Agentforce
can be deeply integrated
with Gemini, with Vertex,
with Google Cloud,
straight into Agentforce.
But here in the
bottom right,
This is the AgentExchange.
We are creating
an agent economy,
allowing our
partners to build
on top of this platform
for the processes,
the templates,
the actions,
so that you can
continue to capture
that time-to-value
we talked
about out of your
enterprise AI.
And you also
heard Connor talk
about our recent
announcement, which
was just this week,
of the open platform
interoperability with
MCP, with 20 partners now
But what does
this mean for you?
This means that when
you build your agents
in Agentforce, they have
trusted authentication
with other agents without
you having to do custom
And they are able
to take action.
And speaking of
taking action,
we know that these
actions are not all just
going to happen within the
Salesforce environment.
Sure, can you
use Agentforce
To schedule an
appointment?
But outside of Salesforce,
using Agentforce to,
say, subscribe or set up a
subscription in Snowflake.
Or to process
a refund in SAP
or to onboard an
employee in Workday--
so both inside of
Salesforce and outside
So now we have talked
about the platform.
We've talked about
the ecosystem
that we have built
for our customers.
But now let's talk about
the agents themselves.
So it all starts with
some form of trigger.
This can be a
change in data.
It can be anomaly
detection.
Or this can be
an input from one
of your employees or a
customer's, some trigger
And then this is when it
hits our Atlas Reasoning
This is the brain
behind Agentforce.
This is allowing
it to do all
of that in real time,
contextual grounding
from that trigger to
pull in the right data
to take action
on this trigger.
Now, this action might
be just a simple shot
Or it could be a
multi-step requiring
orchestration across
systems and processes
to deliver on an
end-to-end process
across your business
as the outcome.
Now, speaking of
outcomes, should we
see this in action for
some of our customers?
It is powerful to see
this all come to life.
And when we look at
a powerful customer,
They are a global
Fortune 500 company
I'm sure we all
know and recognize,
managing $1.5
trillion in assets,
and helping millions
around the world
achieve financial success.
Also, a highly
regulated industry.
Why don't we roll the film
and learn a little bit
- We have over 50
million customers
And so to serve
their needs,
Prudential has to
be able to scale.
- Our demographics
are wide,
so we want to ensure
that we're delivering
highly efficient, highly
accurate interactions
We are a
150-year-old company.
And the customer is at
the heart of our brand.
- Our vision really
is to expand access
to investments, insurance,
and retirement security.
So how do we get
to the people
That's a big part of
where Salesforce helps us.
- At Prudential, we
call our salespeople
And they're managing
relationships
of about a few thousand
financial advisors.
So how many relationships
can you really
effectively
manage when you're
talking about that
type of volume?
- Where Salesforce
comes in,
is it really
organizes that data.
So we get a 360 view
of the customer.
- Being on the
Financial Services Cloud
enables not only the
data accessibility,
but the ability
to plug and play.
- Because with Agentforce
built directly inside
of the Salesforce
platform,
we can help
automate processes
so that our
wholesalers can
focus more of their
time on the moments that
And that's what
we're really
excited about
in the future.
So now, fast forward to
after a meeting is done.
- We had a really
good conversation
- With Mobile
Activity Capture,
the task, the
details, the clarity
is all created directly
inside of the Salesforce
- We had four clients, but
the main one of interest
- So now we're
speeding up that part
of the process where
our response gets back
to the financial advisor.
And we can save
about half a day
a week of the
wholesalers' time.
Agentforce can
help supercharge
our wholesalers to
take their sales
- With Salesforce, we
have this deeply unified
We're able to show up and
scale in the right way
to help our customers
with their life's work.
- And Salesforce is
helping Prudential
to be the best in class
at customer experience.
Awesome video,
isn't it, to see
So let me ground you
just a little bit more
on this annuity business
and this process
with Prudential, just to
put it in perspective.
You can see up here
the wholesalers.
Prudential has around
200 wholesalers.
And just to ground
you on the scale here,
they are aligned to
300,000 financial advisors
that they are supporting.
And then those
financial advisors
are supporting 50
million customers.
So you can see
why Prudential
would turn to Agentforce
to unlock efficiency
and improved just
this whole process
So do you want to see
what that looks like?
Demos are always
the best part.
So now I'm going to
step into the role
I am a wholesaler
at Prudential.
We all know what it's
like on a Monday morning
if you don't have
Agentforce-- crowded
inbox, horrible calendar.
Now, here, I start
my day in Slack.
You can see Agentforce
is guiding me
where to spend my time
as this wholesaler.
These are the top
advisors that I
should engage this week
to maximize my time.
But also look
beneath this.
These are the
three products
How do you make sure that
these wholesalers know
the latest and
greatest that
is happening across the
business in real time?
And then right
underneath here,
you'll see the 2, Sales
Coach, to help you pitch.
Now I will tell
you, my team
uses these sales coaches.
I use these digital
sales coaches.
They are hard and
they are good.
And they are a great
way for you to at scale,
up-level your team of what
is the newest offerings
So now I have these
sales coaches here.
But as a wholesaler, I'm
going to be picky here.
This isn't
giving me enough
of what I need
to go interact
with that
financial advisor.
I wish I had a pre-meeting
brief with the latest
products included,
but also what's
I need to know what is
happening in real time.
I am going to now step out
of my role as a wholesaler
and show you the power of
Agentforce, which is this.
Yes, you've got these
pre-built agents
and templates and
actions, but if you
want another skill
or another action
for this agent,
let's create it.
So now these
incredible demo team,
can we give
round of applause
first for this
incredible demo team?
This is Jonathan
and Maximo.
They're going to help me.
They've already
been guiding us
But now, I am going
to step over here
with Jonathan, who is
our Salesforce Admin,
to show you how easy it
is to build these agents
and to add new topics,
right, Jonathan?
So here, you can
see right now,
you are inside
an agent builder.
On the left, you
can see the name
of the agent, the
description, the role
of this agent,
just like you
would see for an
employee at your company.
This is your
digital labor.
But then if you
scroll down here,
you'll see in the
channels where can you
deploy this agent,
in Slack or in voice,
And then if you
scroll down further,
Think of topics
as the jobs
to be done that this
agent can complete
Here, you can see the Post
Meeting Wrap-Up, Product
But we know that we want
a pre-meeting brief now
So what we're going
to do is just simply
Now, here is what
is incredible.
Jonathan, our
Salesforce admin,
can simply just use
natural language
to say, hey, Agentforce,
I need a personalized,
data-driven agenda
with my CRM data,
recent interactions,
but also relevant market
That's an important
thing to call out.
Because it's going
to pull in, yes,
your internal data on your
customer interactions,
but also relevant external
market insights to help
maximize that interaction.
Now, let's
click Next here.
And you can see
AI auto populates
what it would recommend
for this agent
You can see the scope
and the instructions.
Now here in the
instructions,
you can see I've
specifically
called out bringing in
those external market
But if we scroll
down to the bottom,
if a user asks
about compliance,
regulatory guidelines,
or legal matters,
require them to consult
a qualified professional.
In this instruction
area is where not only
you say what you
want the agent to do,
but also what you don't
want the agent to do,
when you do want
it to involve
These are where you can be
specific with the agent.
But also if you want to be
very tailored on the tone
of voice to maintain brand
consistency, all of that's
going to happen here,
right in instructions.
Now, Jonathan is going
to hit Next here.
And now you're
going to also see
AI being used
to create AI,
recommending some
of these actions
But what's
powerful here is
that all of the pre-built
actions from Sales
Cloud, from Financial
Services Cloud,
any of the flows
you've already built
in other orgs or API
connections you might be
managing, maybe
you're using MuleSoft,
can natively be
brought in right here.
Here, you'll see this
new topic is added.
And what's powerful is
you can see Needs Review.
We can also use
AI optimizer
to look at the
agents you've
built to help you improve
for these proper agent
Now, I can save
here this new action
And Jonathan,
what do you think?
Should we put
it to the test?
Let's make sure it works
before we roll it out
So let's ask it to create
a meeting agenda today
for who we'll
be meeting with.
Now, while it's
processing that request,
you can see here
in the center,
if we scroll to
the top, this
is the Atlas
Reasoning Engine.
This is the brain we
talked about that's
doing all of that
real-time contextual
But we have provided
the transparency
for our customers here
to see step by step how
You can see, OK,
Create Meeting Agenda,
select the next action,
Product Information,
So should something
be off as you're
building this
agent, it is quickly
Or you can see
here recommended
suggested
improvements on how
to make it deliver
value faster for you
All right,
Jonathan, I think
you've built an incredible
new topic into this action
Why don't we see it in
action now, for me, back
So now I'm back
to Monday morning.
I added this
new topic here.
Now I can create my
own meeting agenda.
I'm about to go in
and, boom, here it is.
Here's an important
point I want to call out.
We are using this
ourselves at Salesforce.
And yes, does Agentforce
help deliver efficiency
We have found a 36%
improved sales cycle time.
But the key thing to note
isn't just the efficiency,
We've captured
11% improvement
Efficiency AI is
becoming table stakes.
But when you can improve
every interaction
and help you win more
and be more informed,
So now when I meet with
this financial advisor,
I know the
products to use.
I know it's a highly
volatile market
because we pulled in those
external market insights.
So I'm recommending a
more stable annuity.
That is the perfect
recommendation
OK, I finished an
incredible meeting.
We're delivering
growth for the company.
But I only have 10 minutes
until my next interaction,
Voice is the killer
modality here.
So I'm going to just
talk to Agentforce.
Hey, Agentforce, I just
had a meeting with Jenny.
She's got two customers
who are close to closure.
One SMB client,
Emily Lawson,
who's interested
in annuities
She's going to
be out on Friday
because she's taking her
daughter to a Boston Red
Now, this is what's
happening here.
Agentforce is
processing all
of this unstructured, raw
data, updating the record,
attaching this
call summary here.
But also just the
click of a button now,
Let's send $100 Boston
gift card to her,
to Emily because she's
taking her daughter out
Now, what did we
just see there?
You saw Agentforce
capture all of that
just through
voice like this.
And while that delivered
a great frictionless
experience now us
sending that gift card,
but what it also
did was this.
It captured all of those
insights in real time.
When we connect with
customers, we often see--
everyone will shake their
heads and nod at this--
it might never
get inputted.
Or it takes weeks
and it's stale data.
And we all know that
good AI needs good data.
This is capturing all
of that in real time.
And one last thing
while I bring this demo
What I demoed was
a micro transaction
for one employee on how
it improved their process.
But think about
that in the macro.
Think about that
in the macro.
Now every single
insight, trend, behavior,
that intelligence is
captured in your company.
The long-term
memory is unlocked
to improve any
interaction there on out,
really improving
that organizational
And that is how
any business
can scale their brand with
sustainability, trust,
and just delightful
customer experiences
on Salesforce
and Agentforce.
So with Agentforce, we
got a lot of feedback
from our regulated
customers.
They want to participate
with Agentforce today.
So we're so excited to
announce out-of-the-box
capabilities for the
banking industry,
which I know is really
big here in Boston.
And so for those
high-volume, repetitive
tasks such as
canceling a credit card
or doing fee reversal,
we have Agentforce models
And for our life
sciences customers,
when you're doing
a trial and you
need to find the right
patient to match them
to the right trial,
we can use Agentforce
to do that
today and manage
the patient experience
throughout the entire
trial, or use Agentforce
to help doctors find
We've got some
great sessions today
that you can
learn more from.
And so as you just
heard from Kaylin,
we just went through
Agentforce and some
of the new innovation that
we're bringing to market.
And I'm really excited
to dig into Data Cloud.
And to do that, we have
the renowned Cory Haynes
Great to be
here in Boston.
As my teenagers
say, Connor, you
Great to be
here in Boston.
I'm really excited,
awesome time.
And what a great time
to talk about data.
I've heard that this is a
time in 2025 where we will
almost eclipse 200
zettabytes of data
in humanity collectively.
And it's awesome to think
about what is a zettabyte,
with all the data centers
they're building, Stargate
But the concept
of zettabytes,
think about it like this.
If we had those old
DVDs, you remember those?
And if we circled the
Earth like 225 times
and stacked
those, that would
And all that means is
that we're creating
And all of this
information,
what if we could
take that information
and do something with it?
If we could take
that information
and really unlock that
value across sales
and create new
opportunities
for unlocking
opportunities
for sales and for our
customers or service,
if we could find new ways
to service our customers
and really anticipate
their needs or new revenue
streams for
our businesses.
But the problem is
a lot of that data
It's just trapped in all
of these different places,
And in fact, we
know that 71% of it
Thousands of applications
this data just sits in.
And in fact, I sit in
a lot of these meetings
And you've even told me
that the pandemic even
made it worse,
because you put
all these pinpoint
solutions to talk
to your customers because
you were trapped away.
And you've created all
these different new ways
to talk to your customers.
And now you don't even
know who your customer is
because you have different
versions of your customers
And you don't even
know who they are.
So you can't even
see them anymore
because you have one
version of your customer
here, one version of
your customer there.
Well, this is why we came
together and put together
Because Data
Cloud is a way
to see your customers
in totality.
It's not really
taking away
all the investments
you made, as Kaylin
You need those data lakes.
You need those
investments you
made in Marketo and
Databricks and all
the data that
you put together.
You need those
investments.
But what we're doing is
extracting that metadata
to make it useful for you.
We're finally making the
value from those data
We're orchestrating it,
bringing it together
so you finally get that
ROI that you wanted,
and you promised your CFO
from all those data lakes
That's what Data Cloud
is promising you.
And now with
Agentforce 3.0
and Atlas with the
reasoning engine,
we're making it more
available to you.
Atlas, the
reasoning engine,
as you heard Kaylin say,
is the brains behind it.
It's letting you know
that we can plan and act
and giving it more
deeper understanding.
And with Agentforce 3.0,
we're able to go faster.
We're able to ground
the data with web search
We're able to make
it even think faster.
We're having
open architecture
and open models like
OpenAI and Anthropic
to give it more that has
an open architecture.
So now we're giving
you more trust
and grounding it with
things that you need
And you remember
in the early days,
you didn't know where
the data came from.
So now with the
citations, you
know exactly where
the information
So I think that's
enough talk about it.
And I think this
demo will give you
a little bit more
understanding of what
I'm actually speaking of.
And you can see it
in full operation.
So let's go back
to Prudential.
And we'll see exactly
where Data Cloud
And we can see
the operation.
So as we talked about
Prudential before,
a global insurer,
regulated industry,
and 150 years bringing
value to customers,
insuring them
with their homes
in moments that matter
and life situations.
And I think one of
the great instances
is where you have to
add a beneficiary.
Great opportunity, you
go to the website, just
And you don't think
about your insurer,
But in this case, the
person got married.
They're going to
go to the website,
and they're going to
add a beneficiary,
So you see there,
they type it in.
It's powered
by Agentforce.
Really great
experience, right?
Added the
beneficiary, great.
Now, normally
this is where
Just a normal experience,
add a beneficiary,
This was a signal
and an opportunity
to continue an experience.
And this is
where Data Cloud
is going to prove to
be something different.
So let's see what's
going to happen
And we're going to flip
the script a little bit
So Data Cloud is going
to show us that there's
Now let's look
at the data graph
and see what exactly
is happening.
So one thing that
Data Cloud can do
is give us more
information.
Data Cloud has connectors.
We can see Salesforce
CRM, but there's more.
There's Google Analytics.
These are preconfigured
data connectors
that we can
pull data from.
Remember those
external databases
You don't have
to DIY that.
We can connect
these data streams.
And you can see here a
list of all these data
connectors that
we have here.
And now we can create
a visual data graph.
So now this visual data
graph of this one customer
from this beneficiary, we
can see all the connection
Now all these data
points of this customer,
now we have a
way to interact
Now here's the
other thing,
Because we're a deeply
integrated platform,
So now there's a
flow that happens.
So it just doesn't
stop with the data.
This is an inferred
life event.
So this customer
has an action now.
We're going to take
action with this.
And remember,
because again, we're
a deeply integrated
platform,
we have industry
events that take place.
So this is
financial services.
As Connor said, we
have life and health.
We have also
manufacturing.
We also have 15
other industries.
And for those who are
in health and life
science, anybody in
health and life science?
There was the FINS
Summit yesterday, right?
So we have health
and life science,
we have manufacturing,
we have energy--
15 of these out of
the box, ready to go.
So here's
financial services.
So financial services,
great screen,
you can see
activity timeline,
all the great things
that a rep would see.
You can also see
things that are
happening in life events.
But also you
can see there,
So here's Agentforce
giving us the data.
But a human has to stay
involved and make sure
So before the
human updates that,
they can confirm
the policy.
But we can also
look before they
do that, see the
hashtags there?
SSN number is blanked out.
Because the rep doesn't
need to see that.
We want to make sure that
although we're updating
the policy,
we're not going
to have any information
there that the rep does
We want to make sure
that that PII data is not
That has nothing
to do with making
sure their
information is there.
So now that we know
that the beneficiary can
be updated, we
want to make sure.
We want to make
sure that this
is the right information.
Remember, this
is a life event.
This is just a
beneficiary update.
But there's other things
that could take place.
Prudential is thinking
about the customer,
not just at a
transactional level,
they want to make sure
that this is the best
So we're going to
ask Agentforce,
is this the best thing
we can offer them?
And it's going
to tell us, look,
there's other
things we can do--
Joint Life Insurance,
Individual Life Policies,
This is opportunities
we can give.
But one of the things
that you look at,
These are the
inline citations.
We just didn't
give an answer,
we gave citations
to the answer.
Remember in middle school?
It wasn't just the answer.
How did you come
to the answer?
That's what we
want to know.
So now we're giving you
the background of how
And this gives assurance
to the customer,
also to the regulator,
if they ever
ask you how you came
back to that answer.
This is what we're talking
about with Agentforce 3.
We're letting you
know that this
is a shift in the way
that we're looking at AI.
We are not just
giving you answers.
We're not just
giving you data.
We're giving you
intelligence in motion.
I'm going to go off
script a little bit here.
Yesterday, there
was a great thing
with the NBA draft, a
lot of great draft picks,
a lot of people coming
in, a lot of great talent.
And what we're
telling you today,
we're giving
you great tools.
We're giving you Data
Cloud, Agentforce,
But you have to get in
the game, everybody.
You have to get
in the game.
All these great
tools mean nothing
unless you get
in the game.
And right now, it's
your chance today
I don't know
about you guys,
I had a little bit of a
flashback to middle school
and a little bit
of PTSD from having
So we just went
through Agentforce.
We've gone through Data
Cloud, phenomenal, showing
And to wrap it
all up, we're
going to talk about the
incredible apps that
make up our Customer 360.
We have Salesforce
superstar Leah
Kaylin said that she
has the best job,
but I actually think I do.
Because I get to work with
the Trailblazer Community.
Shout out to
the community,
shout out to the
military community.
And a special shout out
to our security team.
Now listen, if you've
been rocking with us
since 1999, then you know
our mission has always
been to help you connect
with your customers
We're double
downing on this.
And the way that
we have done
this is by helping
our customers
build their Customer
360, by bringing together
their sales,
service, marketing
all into one deeply
integrated platform.
And now, now we're
bringing Agentforce
to every single one
of those applications.
And let me show you how,
starting with sales.
So with sales,
all our sales
folks, no more tedious,
repetitive tasks.
Agentforce helps
you find new leads,
convert pipe, and increase
your productivity.
Additionally, we
have Sales Coach,
which gives your buyers
real-time guidance
on their calls
so that they
Now, for our service
experts, any service
Well, listen, for
our service folks,
Agentforce is
riding shotgun along
with you and your
team, helping
you close those cases
faster and provide
proactive and personalized
customer service.
We also know
that employees,
So we have the employee
service agent there
available ready
to answer all
your employees'
questions 24/7.
We also know that
service takes place out
on the road, out
in the fields where
And with Agentforce
for Field Service,
we have amazing
agentic capabilities
available that allow those
field workers to provide
service out on the road
quickly and proactively.
Also, now I know we've
got some marketer clouds
Well, we got something
for you, too.
Marketers, we
know you want
to create impactful,
amazing campaigns.
And with Agentforce, you
can create tailor-made,
You can do it with
plain language--
And you create the most
impactful campaigns
as well as optimize
your content faster.
Now, we got to talk
about Commerce Cloud,
because we want to
get those customers
from awareness to
purchase by meeting them
where they are, in
their shopping cart.
And with Agentforce
for commerce,
you can easily and
greatly move them
from that awareness
to purchase.
And it's like they have
their own personal shopper
available 24/7
in real time.
Now, you can't talk
about Commerce Cloud
without talking
about Revenue Cloud.
And with Revenue
Cloud, Agentforce
is automating the
entire life cycle,
from quotes to
billing to contracts.
And it's all grounded
in your data, powered
by your data
that you heard
Cory eloquently
share earlier.
Now, when I say data,
one thing comes to mind,
Because Tableau allows you
to see your data better,
understand your
data better,
and act on your
data faster.
This is not relegated
to a data scientist.
This is available
to everybody
here in this audience,
regardless of your role,
because we have made those
insights accessible right
in Salesforce and
available to every agent.
Agentforce is bringing
AI to analytics along
with amazing data
visualization.
And speaking of
visualization,
I want to do a little
visualization exercise.
OK, you don't
have a choice.
But you're going
to do this, OK?
So what I need everybody
to do is close your eyes,
and I want you to
visualize this.
Visualize a place where
your coworkers are working
collaboratively
across silos,
That place, my
friends, is Slack.
Slack is your operating
system for work.
Because this is,
in Slack, where
you can work more
conversationally, more
proactively, and
more productively.
Because in Slack,
it brings together
the people, your projects,
your apps, your data,
all knowledge right
where you work.
And with
Agentforce, you're
working alongside your
teammates and agents
right in the flow of work.
Now, I'm going
to say something
that's a little
controversial,
Did you know there are
some companies that don't
I know, clutch my pearls.
Because Agentforce
is open.
See, here, we have
pre-constructed connectors
and low-code tools
with MuleSoft
that allow agents to
take action anywhere,
even in those
third-party systems.
Agents can complete
a task from end
And when I talk about
beyond your CRM,
we also got to talk
about industries.
Because industries,
it does not
matter what
industry you're in.
Agentforce is ready
to suit up and join
Cory, they're ready
to go regardless
whether you're retail,
government, education.
And with
Agentforce 3, we've
released over 100
industry-specific actions
and skills available
right out of the box.
Now, I did enough talking.
I want to jump
straight into a demo
because I know we're
coming to the close.
So let's go to this demo.
Earlier you
heard Kaylin talk
Now, how many
people in here
have a financial
advisor or a person
It sounds like this
is a great place
to get leads, because
not a lot of folks
got them out here,
as well as folks that
are working with
insurance agents,
Well, these advisors
get their products
So we're going to
look at this demo
from the perspective
of a wholesaler.
So I know Jonathan
earlier was our admin.
He's now going to
be our wholesaler.
So here, the
wholesaler Jonathan
starts his day in
Financial Services Cloud.
Now, we can see
here he's looking
at one of his advisors'
profile, Melissa.
It's got some basic
information there
But I want to bring your
attention to the middle
where it's showing the
distribution hierarchy.
Now, in here, this
is financial service
serving up some really
good information here.
This is contextual
and relationships.
We can see which brokerage
she's affiliated with,
the influence
that she has.
We can also see the
assets under management,
the total assets
under management,
and the number of high net
worth clients they have.
So this is not
an org chart,
Now, in here,
we can also see
that Melissa is eligible
to sell new products.
Now, this is a new annuity
with updated benefits.
Now, when you have a new
product and new benefits,
you also get
new messaging.
Agentforce took
upon itself
to go ahead and
summarize the information
So we can see all
of this information.
So Jonathan can get up
to speed on the product
benefits, and so that he
can then bring Melissa up
to speed on this
new product.
And we see all of the
information right there,
So this is how
Agentforce is helping.
Typically, a
wholesaler would
send a one pager,
a deck, or maybe
they get a little creative
and do a little video
and send it off
to the advisor
Agentforce
allows or creates
this opportunity
for Jonathan
to have a more
personalized, a more human
connection with
his advisor
Now, this is Sales Coach.
Sales Coach here is
a generative AI agent
built right
into Salesforce
that simulates a
conversation with Jonathan
and his advisor
so he can practice
the pitch before he
actually brings it
On the right there, you
see right out of the box,
we have some templates
where you can either
do role play
with your coach
or you can sharpen your
negotiation skills.
These are all
available based off
of different
opportunity stages.
But these can also
be customized to what
So for here, we're
going to go ahead and do
Now, Jonathan's going
to practice his pitch.
I'm not going to
put him on the spot.
I'm not going to have
him do his pitch in front
And apparently he thinks
he did really well.
He gave himself thumbs up.
We'll be the
judge of that.
But what he did is
he prerecorded it.
We'll watch a
little bit of it.
Oh, he's got a little
jazz hands going on.
Oh, thumbs up, and lots
happening there, Jonathan.
OK, I think we've
seen enough.
But what happens is,
he takes his pitch,
sends that to Sales Coach.
Sales Coach analyzes that
and provides feedback.
So let's look at
your report card
in front of everybody,
Mr. Thumbs Up.
So we can see that
you landed really
well some strong
product knowledge.
And that is key to any
pitch, know your product.
Don't get out
there and shimmy,
shimmy, cocoa puff, and
not know your product.
You got to know
your product.
The areas of
opportunity is
that he can personalize
this product
for his agent's territory
or for his agent's
So if he's going to
bring this to Melissa,
he might want to look
at personalizing it
just a little bit more
for her clientele.
And it gives all of this
information right here.
And if he scrolls
down, we actually
get next actions
that he can take,
such as he can redo
the pitch again
or he can schedule a call.
I want you to
really understand
what's happening here
with Sales Coach.
This feedback is not
static, generic feedback.
This feedback
is contextual.
It's giving real,
detailed, personalized
This, my friends, is being
done via Prompt Builder.
Now, how many
people in here
have used Prompt
Builder before?
Now, listen, this might
look like a new UI.
It got a whole
new glow up.
So you might
have been used
to seeing the old
UI information was
We've moved it to
the other tabs.
So the Resolved Prompt is
there on the second tab.
And on the third tab is
the Generated Response.
But what I want to
show you, focus on,
is the first tab,
which is the prompt.
This prompt is what
instructs the Sales Coach
to give that
contextualized feedback
In this prompt,
it's pulling
in that harmonized
data from Data Cloud,
The advisor's information,
the opportunity,
the information
around the products,
liability, all of
that information,
that's what's being
used to analyze
So it can say where
he's doing well
So once again, the
point being, this
is not generic scripting.
This is not
predetermined scripting.
This is all done real time
based off of your data.
Now, what we
just saw was how
a wholesaler manages
a relationship
Well, Jonathan isn't a
one advisor type of guy.
He likes to have
multiple advisors,
so he has to manage a
relationship of thousands.
He does this with Tableau.
What we're looking at
here is Tableau Next,
which gives you
a bird's eye
view of the harmonized
data across Data Cloud,
bringing to light
the top KPIs.
So we can see here some
of the top KPIs being
the Territory Coverage
Rate, our New Producer
If we scroll
down, we can see
some other information,
the Top Performing
All of this deals
with all the
advisors that he has to
manage across his catalog
And here's what's
really cool.
I know you're
thinking, what?
He can have a conversation
with his data.
He can ask questions
of his data.
And we see here
that Jonathan's
asking which of his
advisors need support.
Now he's trying
to figure out
who's not meeting
the numbers, not
to shame them, but to
figure out how can he
better support these
advisors so that they
So here, Agentforce
comes back
with the list of
the folks that
might need a little bit
of help, and get this,
We're not just
giving back data,
but we're giving
back an action plan.
We can also ask a
more complex question,
such as how
does he increase
the adoption of
a certain product
Increase the
adoption of a product
by 10% in his
territory-- these
are not simple questions.
The Agentforce
comes back and says,
here are some things
that you can do.
You can look at these
particular opportunities.
And look at this, you have
some underutilized product
opportunities in
certain territories.
What I want you
to really see here
is that he's able to
have this conversation
Had he not had
Agentforce, he
would have had to have
a data scientist--
actually, correction, a
team of data scientists
just to construct
the question.
And then it would have
taken weeks, if not
months, to come up
with just the answers
And no action plan,
a data scientist
wasn't giving you
an action plan.
They're like,
here's your question
He would have had to go
back and create an action
He got all of that in
a matter of seconds
right there, just having
conversational questions.
This is how
humans and agents
are working together to
drive customer success.
That's why Leah
is the best.
All right, so
we've covered off
on how data is going
to be the underlying
foundation for all
of our agentic work.
It's going to be connected
to all of our apps
that we know and love
today, and then extended
with that agentic
layer to tackle
both simple and
complex tasks.
And so I get asked a
question like, how do I
And so I'm actually going
to use a marketing persona
So the first
thing is, you just
want to be able to
answer questions.
And so set up an
agent so that you
can ask a question
like, how is
And you saw how we can
bring analytics directly
And then make it a little
bit more sophisticated,
your agent, by how can
I optimize my marketing
campaign and make
recommendations,
such as in Data
Cloud, I want
And the agent can
actually go and do
And then the third,
and this is amazing,
make your agent
autonomous.
And so in this
case, you have
a fast trending product
in some new hiking boots.
And so you
actually just want
to move that directly
into the campaign
with no human
intervention at all.
Those are three
easy steps that you
can take so you
can all bring
this agentic technology
to your company.
The second
question I get--
and since I'm in sales
and lead a sales team,
I get this question a
lot-- what's the pricing?
And so when we initially
launched Agentforce,
it was $2 a
conversation to tackle
But as we got more
complex with Agentforce,
we needed more
granular pricing.
So we're happy to announce
$0.10 per action to handle
any of your external
agent conversations.
The next question
we got is
we want Agentforce to sit
alongside our employees,
and we want to have
an unlimited number
So for $125 per
employee per month,
you can have unlimited
access to Agentforce
for all your employees
across the board.
And please scan
the QR code here
to learn more information.
We've got a great
show scheduled today
So first, I really
hope everyone
goes and spends time
out in the campground.
Go out there, build your
first agent, it's great.
We have amazing
sessions for
both financial services
and life sciences
At 2 o'clock, you
can learn everything
And don't worry, if you
can't get to everything,
it's all going to
be streamed online.
And you can use Trailhead.
And I hope everyone
becomes an Agentforce
And with that, I want
to say thank you.
We'd love to get
your feedback
on how we can make this
keynote more impactful.
And with that,
I hope everyone
has a fantastic Boston
Agentforce World Tour.