We have an incredible
show plan for you today.
We're going to walk you
through seven sales AI
use cases to get us
started with your journey.
I have one ask
for you all.
At the end of
this session,
I want you all to walk
away with at least one use
case that you're going
to try immediately.
I'm a senior director
of product management
And this is my
first Dreamforce.
So it's incredibly
exciting for me.
And I'm honored to be
here with you today.
Salesforce is a
public company,
so we ask you to please
base your purchasing
decision on products
and services
that are available
for you today.
I want to start with
a note of gratitude.
I want to thank you
all for being here.
First and foremost,
thanks to our customers,
to our partners, to
our amazing Salesblazer
community that they
give us feedback.
And it's because
of their love Sales
Cloud is Gartner
Magic Quadrant leader
All right, before
we dive into all
of these amazing
generative AI use cases,
let's reflect on
how we got in here
and let's ground
ourselves in our journey.
Salesforce started
the journey into AI
about over a
decade ago where
we launched our first
AI predictive model.
We generated over trillion
predictions weekly,
helping customers to
make informed decisions
about their businesses,
while recommending them
And we all know
last year generative
AI revolutionized
sales, where it allowed
us to pair every seller
with a personalized,
trusted assistant
that is embedded
And this year, we are
supercharging sellers
and unleashing
productivity
with autonomous AI for
sellers, where sellers,
with their
automated agent,
can deliver
outsized impact.
I want you to imagine a
day where your sellers are
no longer required
to manually review
every single prospect,
research them, rank them,
All of that can be
done in a matter click
by their trusted AI
agent so that sellers
can stay focused on
what they do best,
closing more deals
and still being
But we're still hearing
so many companies
facing so many
challenges when they come
And that's because
of a few things
that I'm going to
highlight in here.
Number one is the
data integrity.
You may have heard
that the AI output is
as good as the
data input, but how
do you make sure that
your data is clean,
Number two, security
and compliance
No business can
afford risking
their sensitive data
to the AI models.
This connected system
means disconnected data,
which leads to incomplete
output for AI, which
ultimately
hindered the trust.
And, above all,
is the skill gap.
Who can manage all of
these ever-changing
No one has the
time, resources,
The solution is one
single growth platform
from pipeline
to paycheck, all
built on top of
AI trusted layer.
And the good
news is that we
have infused and
carefully integrated,
generative AI across
the whole suite
of productivity
in Sales Cloud.
So you no longer
need to worry
All we want you
to focus about--
the use case that
drives the most outcome
And now you might
be wondering,
these are all great,
but where do I begin?
Trust me, I hear this
every single day.
And because of that,
we have made it
radically simple for you.
We have done
several deployment
And, yes, please
take a picture.
We put our heart and
sweat to simplify how you
And the great
news, all of these
are available
for you and we're
going to walk you through
a demo in this session.
By show of hands, who here
likes to do a manual data
All right, so
generative AI
has helped us
that you no longer
need to manually log a
call, email, meeting.
All of that can be
done for you magically.
And not only that,
because of generative AI,
we are able to show
you and visualize
how your contacts are
all related to each other
so that you can focus on
growing the relationship.
And if you are
a seller, you
are going to love
our sales assistant
because it's
fully embedded
It follows you
around, whether you
are working in a CRM
or, like most of seller,
working outside of CRM,
doing email, et cetera,
is just following
you around
and bringing the entire
CRM context and goodness
And one of my
favorite use case
is we are helping
you unlock
calls, decode
customer conversation,
take the guessing game
out of the picture.
With the call support
you can transcribe,
you can summarize
all of your call
automatically so
that you can never
miss a critical
discussion you
had with your
conversation--
And now I'm going to show
you all of these use cases
that are live
through at demo.
I'm going to ask my
incredible friend
and colleague, James
Barker, to join me here.
All right, let's imagine
that I'm a seller.
I'm starting my day in
my most favorite place--
Seller Home,
where I can get
a 360 view of my business,
where my accounts are at,
what is the latest status
with my opportunity,
and what needs
my attention.
But for this
use case, let's
zoom in on the
contact suggestion.
Here, as you can
see, these contacts
are not existing
in my CRM yet.
But with the help
of generative AI,
I'm able to create
this automatically.
And the beauty
is that Einstein
is taking all of
these captured data
and creating the most
beautiful relationship
I can see and visualize
org chart, title, buyer
And it just connects the
dots for me visually so
that I don't need to go
through this cognitive
And if I want
to dig deeper
to understand who
from my organization
has been in touch
with this contact,
I can simply look at
the past collaborator
And, remember, I
told you sellers
are going to love their
generative AI assistant.
Generative AI assistant
is also following me here
and is helping me
figure out the best way
to connect with this
person, all grounded
in the previous
interaction
Now that I have
figured out
how to connect
with this person,
I'm going to go outside
of my CRM, where
I spend most of my day,
like most of sellers.
And the beauty is Sales
Cloud comes with me.
I can see all of the
related information
for this specific contact
on the right hand side.
Agentforce is
also here with me.
Is taking into account
the page that I'm at,
grabbing all of
the page context,
grabbing all
of my CRM data,
and is helping me to build
and generate the most
compelling and
personalized message
that I can send
to this contact
Now I'm going to
prep for a meeting,
which, by the
way, we have a lot
of different generative AI
tools that help you there.
But I'm going to
prep for the meeting.
And when I go
to the meeting,
Einstein is also there
with me automatically
transcribing, summarizing
my call so that I can stay
100% focused and in the
moment with my customer
rather than worrying
about note-taking.
And the one thing that I
love about this feature
is that right
after the call,
I can simply grab the
summary of the call
and generate a most
compelling, precise
follow-up email, rather
than manually figuring out
And if I have any question
about a specific part
of the conversation,
I can just simply
ask Einstein without
having to listen
And now that
you've seen all
of these amazing
capability,
I want to invite my
amazing colleague
and friend,
Claudia Robinson--
senior manager,
product marketing--
to the stage to walk us
through some of the use
I am so excited to be
here with all of you today
to take you through
the next two sales
AI use cases, guided
selling and coach sellers.
Your sellers spend a lot
of their time prospecting
to make sure
that they find
the right customers to
ultimately grow revenue
But what if you could make
this a whole lot simpler
for them and give
them a single place
to view all of
their contacts
and quickly be
able to identify
which ones to prioritize,
with information
about which ones are
most likely to close
or which ones have
the highest value.
Well, the great
news is prospecting
center is the sales
command center
to help you find the
right customers fast.
And your reps
can seamlessly
stay on top of to-do
list with cadences,
whether that's
sending an email,
or calling a prospect,
or scheduling a meeting
But how can you make sure
that your sellers feel
prepared for these types
of customer interactions,
especially when the market
is rapidly evolving?
Companies are
launching new products,
targeting new personas,
and onboarding new reps
So how can we make
this easier for them.
Well, we have Agentforce
sales coach now.
And Agentforce has been
the talk of the town
But now you can reclaim
time in your day
while making
sure your sellers
can get the individualized
coaching that they need
to make sure that
they feel pitch
perfect and
confident going
into any type of
customer conversation.
So let's see all this
in action with the demo.
James, can you
help me out here.
This is
Prospecting Center,
the very first out
of the box data cloud
app inside of Salesforce.
And here we have
predictive AI models
giving us key insights
about our contacts
so we can know which
ones to prioritize,
like this one, Omega, Inc.
And here we can see some
relevant insights on them,
like prospect matches
or attributes.
And we can even click
into their account scores.
These scores are so
special because they
pull in all of your
existing CRM data,
data outside of
your CRM from places
like the website,
Demandbase,
and Zoom info so we can
get more information
And here we see the
Omega is very engaged
and we want to keep
this momentum going.
So we can use generative
AI in the flow of work
to quickly see who we
haven't previously engaged
And we can even use it
to start to add them
Now we have that
ready to go,
we want to use generative
AI to also create
personalized
outreach to them,
such as creating an email
to send a new meeting
So let's see
how this works.
OK, this is going
to happen in seconds
and we're creating
personalized outreach
to start to build
these relationships
with these
contacts at Omega.
But let's make sure
we feel prepared
I don't know
about you all,
but I get pretty
nervous before
So I want to make sure
that I get some practice
And before we
would have had
a schedule, multiple
sessions with a sales
leader or our peers to
make sure that we felt
pitch perfect and
really confident.
But now with
Agentforce, we
can seamlessly go in here
and practice our pitch
and get instant,
actionable feedback.
And that wraps up
our coaching session.
And probably my
favorite part
is that Agentforce creates
a detailed summary of what
went well and
any opportunities
I feel pretty confident
that we can land
And that's how you can
use the guided selling
and coach sellers use
cases to quickly identify
contacts to prioritize,
generate personalized
content for them, and
start to feel prepared
Well, that wraps
up my section.
So with that, I would
love to introduce
James Barker, the
incredible senior solution
engineer, to take
us through our last
Thank you so
much, Claudia.
Now, we've seen so many
fantastic use cases
about supporting
our sellers
in the flow of work,
before meetings,
during meetings,
and after meetings.
But what about
our sales leaders.
What about our sales
support teams like myself
Well, let's look at
how we can start to see
Now with pipeline
inspection,
this is a tool set
that's designed to help
you prioritize your time.
Which deals need your
focus, not only as a sales
manager, but maybe
as the leader
No longer are
we prioritizing
based on speculation,
but now we
have AI embedded into
your opportunities,
pulling all that rich
data that both Asal
and Claudia showed you
into our scoring system.
But not only that,
it's not just
for the
opportunities we're
All of our
forecasts as well
have Einstein
predictions built in,
taking in those
sales signals
from all of these
different sources, places,
and intents that
not only our sellers
are putting in but same
with our customers.
So now let's see
how this can all
be applied as part of
this demonstration.
So I'm going to be going
right back into my CRM
And what we're
going to be seeing
is our new
conversation hub.
Now, I don't
know about you,
but when I look at this,
I know where to start.
No longer am I
seeing a list
I'm actually seeing
insight and sentiment.
It's easy for me to look
at my team or the team
that I support personally
and see all the calls
Better yet, though,
is that if I
want to understand
the sales signals that
are going across
the board,
using generative AI, I
can see all the signals
from my customers' calls.
Now, in here, we can
see maybe the customers
don't understand our
usage-based pricing model.
Now, why is
that important?
Well, now I can put
together an Agentforce
coach to actually go in
and help my team feel
more prepared so we can
put this signal to rest.
Beyond our
signals and once
we have the
conversations flowing in,
we can see pipeline
inspection.
Now, pipeline inspection,
similar to Prospecting
Center has an AI scoring
model behind all of it.
Now, I can easily
go in and see
why is this a high
opportunity score
and are there any
negative factors
that I have to
be aware of.
But not only this, I
can open up a side panel
and see the same insights
and any related activity
that was automatically
captured, meaning I
don't have to badger
my reps or my teams
to log anything
anymore into our CRM.
Once we have everything
saved, and sorted,
and centralized, we
can now go and forecast
With forecasting, I have
Einstein predictions
actually layering on top.
Now I have my quota, I
know what I'm closing,
I have what my team has,
and any adjustments.
But we actually
have factors in here
to help us make
the right decision
for the right
time and make sure
that the growth that
we have is predictable.
There's nothing
worse than coming
to the last day
of the quarter
and panicking about a
deal that may be pushed
Finally, we have all
of these sales signals.
We have our insights
coming through,
we have our
Einstein predictions
And I-- as a
manager, I can now
update and calculate
this all in the flow
How many people have to
jump into a spreadsheet
to do any kind of commit
calculation moving
Right now we've embedded
it into the CRM.
And what you
can see in here
is as I start to
remove certain items
from the forecast, I'm
getting real time updates
that not only help me
calculate my new commit,
but also write
back to the CRM.
So it's reducing
another step
that I would traditionally
have to manually do.
There's a lot of
great features
that we saw with all of
these different pieces,
from the beginning
with Asal,
to Claudia with all
of our coaching,
and, finally, with
forecasting and seeing
Now, my first question
as a solution engineer
here is how do
I set this up?
This seems like a
lot of steps to do.
But with Sales
Cloud Go, we
can set this up within
a matter of minutes.
With that all said, I'm
so excited to bring back
Asal to the stage
to take us home.
As a product person, I
am incredibly blessed
to get to work very
closely with our customer
and, most importantly,
with our customer zero.
And I often
get asked, what
is your secret sauce
for deploying AI?
There is really
no secret sauce.
We simplify all
of this tape
that we take internally
to deploy AI.
And by the way,
these are tested.
It's applicable to any
business with any size,
I'm not going to go
through all of these,
but I'm going to highlight
a few that, based
on my experience,
I found them
to be super critical
for your success.
First and foremost,
before you
get started at your
journey with generative AI
and deploying
AI, number one,
you want to make
sure that you have
an outcome-driven AI, not
just because it's a hype,
not just because
it's cool,
but you want to make
sure that you're
moving the needle for your
customers, seller, user.
So define your success
first and foremost,
because it's
going to help you.
When you get started
with the use cases,
it allows you to take the
judgment out of the scope
and be really data-driven
in your prioritization.
Prioritize the
use cases that
has the highest impact
for your sellers
The second thing that's
really important in here
is how to configure,
test, and ship.
We have several low-code,
no-code solution
that allows you to do so.
Number three is by far
my most favorite one--
pilot with yourself
influencer.
And you might
be wondering,
who are the sales
influencers?
Sales influencer
are your sales reps.
They're passionate
about AI.
And above all,
they're motivated
As an example, James is
one of our amazing sales
I don't know what I would
have done without you.
And the one thing that I
want you to also take away
is take a step-function
approach to rollout.
Start small
and then scale.
And because of
that, we have
been able to roll out all
of these generative AI
that I showed you
internally in Salesforce.
And the results
are amazing.
I'm going to highlight a
few that our sellers love
Number one,
generative emails,
we have generated and
sent 32,000 emails,
33,000 hours saved
using call support, And.
Over 1.2 million
activities automatically
captured using Einstein
Activity Capture.
That's the secret behind
keeping your CRM clean
And now that you've
heard about how
we do it at
Salesforce and get
to this amazing
outcome, I want
to invite one of our
amazing customer, an AI
pioneer, Andrew Russo,
from BACA to the stage.
Thank you so much,
Andrew, for being here.
Thank you for
giving us feedback.
Thank you for keeping
us on our toes
And above all,
thank you for being
an active member of our
Salesblazer community.
So tell us about yourself
and BACA's journey
I know everyone
is very anxious
Yeah, so BACA
Systems, we really
started back in 2023 when
Salesforce first rolled
We did the pilot
of that, and We.
Were really
eager at first,
even before that
to go, and people
kept saying, well, what
about doing AI stuff?
And they were
asking about it.
But we took an
approach of like,
we don't want to go build
some integration and all
So we're like,
let's wait and see
And sales emails was
the first thing, And.
What we came out of that
with was the subject lines
we found increased open
rates like a crazy--
And the reason is because
your sellers are not
always as creative
as we might
think they are because
they get into repetition.
And even though they're
just typing out a subject
line each time,
a lot of times,
it's the same one
they might have
So people aren't really--
they're not creative,
and they aren't
getting open.
So we saw that really
drove up open rates.
But it was still a little
bit generic in the body.
And that's to be
expected because they
were the same
prompting that
And like a lot of
everyone in the audience,
our business is very
different from other ones.
So we went back with
feedback to the Salesforce
team about that, and
they were actually
So a couple of
months later, we
got into the Prompt
Builder Pilot,
and that changed
like the entire thing
because we were getting
way better email subjects,
but then, the bodies were
so hyper-personalized
that we were getting
an increase in clicking
on links that were in
the emails, an increase
And that's really the
important thing because it
doesn't matter that you
send out 10x the number
It matters that
they're good emails,
and it matters that you're
actually getting people
replying back because as
you're trying to warm up
cold leads or people
that haven't really
It matters about
that you're
getting replies back,
not just content out.
And a big part
of how we were
able to do that was
having fields in our org
that we started doing
back almost, I think,
One of our sales leaders
went to a sales conference
to learn about selling,
and they came back
with this thing
called FORD,
and it's family,
occupation, recreation,
So they're like, Andrew,
we need you to add fields.
So I added these
fields in the org.
I probably should
have questioned, well,
actually, do we
really need them?
But I just added
them, and they started
So like family,
what about it?
Do they have a
child who's going
Just things about
the family as they're
They recorded that
kind of information,
or their dreams, like
golfing, skiing, things
So that then, now, it
set us up for success.
We didn't realize
it, but that's
how we were able to
get so personalized
emails because like
that kind of thing
where it's like,
hey, in August,
so like Copilot
and the Agentforce
So it can realize, OK,
well back to school time,
going to University
in the upcoming--
those type of things
that can actually
throw in little
personalized
bits of information,
and that's
what makes that
personalization.
I love the journey that
you started the small,
you figure out what works,
you figure out the subject
line is what is
needed for your seller
and moving the needle
for you guys And.
Then went on into
expanding the Prompt.
What else did you do
with the Prompt Builder?
Yeah, so we
started to look
at the idea of
everyone talks
about the generative
AI, generating emails.
It's a really good
first-stepping stone,
but we started to look
at where our sellers were
spending way too much time
on non-value-add things.
And I think, as
everyone probably knows,
account handoffs are like
a really challenging thing
when one account
executive passes it over
And it's like the
one isn't really
incentivized who's
giving up that account
to really spend a
lot of time on it
because they've got
new fish to start
frying and new deals to
do with someone else.
So they're like quickly
trying to debrief,
the other ones
trying to like,
oh, no, I want
more information,
and then they're
trying to go
read through all the
cases, all the products
they purchased,
all the clothes
lost opportunities, all
the activities to figure
All of that was taking
sellers 15 to 20 minutes
on, just like the digging
for information inside
of Salesforce because it's
not the critical stuff
Yeah, it's good to go
read that case that's
like the hot open item,
but they don't really
need to read all the
noise of closed cases
So what we were able to
do with Prompt Builder
is pull in all the
important stuff
and then get a really
good account handoff
output where they
can read through it.
It's got all of
the important stuff
without the
noise included.
And the important part
is it also had links.
So when they had, OK,
this is like an emergency
case that happened
last week, it's closed.
But it's important to
know that, hey, this
is a big problem
that happened.
They can just click
on the case number
because in the
output, you can just
go straight into where
that information was from.
So the double
clicking into it
allows them to
still go to where
they need to but also
they can just read it
and only really dive into
what they cared about.
So it took 15 to 20
minutes down to--
really, it was a
one to two minutes
to read through
the summary
and then maybe
three to five
to double-click into
what they care about.
So if you think
about that,
that's a 25% of
the original time.
And it's super
important to make sure
that you're not just
getting clouded,
that you need to
do the big thing
or start with a
complex cases.
I love the fact
that you took
the approach of iteration
over perfection,
and you just got
started and it
seems like it's paying
off really well for you.
Yeah, I think that's a
really important thing is
to think about, well,
it's good to have
a big strategy
and that if you
get too bogged
down and like,
we need to have exact
output measures that we're
going to have to meet
or we don't go forward,
and you start to try
and plan out too much,
it makes stuff go slower
because if anyone's ever
dealt with big company
politics and all
of that kind of stuff, it
just bogs down processes.
Honestly, I think
like what made it
where we were able to
do it so successful is
we picked a couple of our,
I would call them like--
I mean, influencer is
the word you were using.
I would say power
users, just the ones who
are passionate about
it and willing to work
And they just
started using it,
and they would
give feedback.
And by getting
the feedback,
we could quickly iterate.
They would give feedback,
and we would make changes
the same day to just start
to keep iterating on it.
And that's what
allowed them to also--
they felt heard because
I think when you have
a big gap of time,
it's like, oh,
they give
feedback, and then
they just think
it never happens,
they stop giving feedback.
So we were just
iterating, and we
got to where it was
like really good.
And then, we rolled it out
to the rest of the users.
But we didn't
try and like, OK,
we need to have
a perfect thing,
roll it out to everybody
and measure success
because if you
give everybody
an experience
that's not perfect,
they might not
want to come back
to try it again as you
work to improve it.
So we took the
users who we knew
would be willing to
work with us, and then
over the course of
a couple of weeks,
we had some really
killer, multiple prompt
templates that
we were doing,
and we had our Agentforce
Sales agent internally
where they can ask
about information,
like to plan out what
their day looks like,
what hot opportunities
there are.
I know you guys
are doing a lot.
You're really
taking advantage
of the flexibility that
we have in our platform
Any best practices
you can give
to people who are curious
how to get started?
Yeah, I think one of
the big things is, one,
start collecting
personal information
about the context and
leads in your organization
as the sellers are
talking to them.
It's really great
they're talking to them
and having those
personal conversations.
But if you don't record
that in Salesforce,
now, it's locked in
with that one person.
And when an account
handoff happens,
now it just got
forgotten about
and that conversation
gets really,
and it feels like the
whole company doesn't
The other thing
is, start small,
reach out to your
account executive.
That's what we did where
we bought one or two--
I think, we bought
like two licenses
at first, one for me
and one for a user.
Started small, just
started playing with it,
see the value
that we could get,
and then growing
from there.
You don't need to go
through a giant prospect.
OK, we've got 40 sellers.
If there's value,
it makes sense
to buy additional
licenses,
and a lot of it's
usage based--
Anyways, so if
you're using it,
you're getting
value from it.
It just makes
all the sense
in the world to keep
driving and increasing
Honestly, overall,
that's the big thing.
Like, we're a
small company,
we are less than
100 employees.
Actually, I think
we're right at about
And of that, almost all
of them have Salesforce.
We've put Salesforce
throughout our company,
but Salesforce
still works with us.
Like, we're a
small company.
We don't have a massive
contract with Salesforce,
but they're still
willing to work with us
and take feedback and
then implement it.
I've seen changes
that we've
requested in the
Salesforce platform and as
That's kind of insane
when you think about it.
We love all of our
customers, right?
Regardless of their size,
we love all of them.
So I love everything
that you just said,
and I cannot wait to see.
You've been here
since Saturday, right?
You learn a lot
about Agentforce?
I cannot wait to see
what you do next.
What are you most
excited about next?
I think the future
for us, we're
really excited about
coaching, and the reason
that coaching is honestly
one of the biggest
exciting things for
us because there's
no way to really
accomplish that right now.
Like, sales
emails, OK, you
can have somebody
type out an email.
OK, we have a
workaround to do it,
what we've done for
years in the past.
But coaching is going
to allow us to actually
be able to win the deals
that we would have lost
because if someone
goes into the room,
and you lose that deal
because you weren't
prepared, there's no
backing up from that.
That is like-- when
you lose a deal,
you're done at that point.
So it's something
that really we
don't have a better
alternative to do.
So I think that's probably
the biggest blank space
that we think we can
really find a value in.
We're also very
excited for coaching,
trust me, all of
us at Salesforce,
even it's good
for internally.
I don't think it's just
made for enterprise, even
though it's going to help.
But I think anyone
needs a coach--
--that's always
there with them.
Any last minute tips or
tricks for the audience?
I would say start
small and start today.
There's no reason
that you can't
go and have your admin
add some additional fields
if you don't already
have them to capture
That helps you set
up for tomorrow.
Tomorrow, reach out to
your account executive.
Foundations was
announced at the keynote,
and I think in October,
there will be--
most customers
will have access
to start trying
stuff in their org
So I think start
small, start today,
Start a small,
start today.
Thank you so much
for being here.
Thank you for being
a trusted customer.
Love talking
to you always.
Awesome And now, we have
some fun game for you.
Enough of us
talking, right?
OK, I want you
to scan this code
and pick your
favorite use case
that you're going to try.
And we're going to
show the result here
on a stage in
a few moments.
And I'm really hoping
that you pick the product
that I worked on,
while I didn't tell you
I cannot wait to
see the results.
This is the
moment of truth
that any product
person is anxious.
Oh, wow, Coach
Sellers, oh, amazing.
We had got coach sellers,
amazing, Eliminate Data
Of course, you need
that for a good trusted
AI, Guided Selling,
Sales Assistant.
OK, my product
is amongst this,
but I'm not going to
tell you which one it is.
That concludes our
today's session.
I hope you enjoyed
the time with us.
I hope we got to
give you something
And please, please,
please promise
that you're going to at
least try one use case.
Feel free to
reach out to us.
We're always available
and happy to help you.
And thank you again
for being here.