Valtech’s key takeaways from Dreamforce 2024

Agentforce: The Game-Changer

The most significant announcement at Dreamforce 2024 was the unveiling of Agentforce, Salesforce's groundbreaking suite of autonomous AI agents. During an impressive keynote demonstration, Adam Evans, Senior Vice President Product AI Platform, showcased how Agentforce enables human-AI collaboration to improve business outcomes.

Agentforce allows users to build, test, and supervise AI agents that are fully integrated within the Salesforce ecosystem. These autonomous agents can be customized to support employees and customers around the clock, handling tasks in service, sales, marketing, and commerce.

Marc Benioff, Chair, CEO & Co-Founder of Salesforce, emphasized the transition from AI assistants to autonomous agents, predicting they will deliver greater accuracy and business value. He boldly stated, "Our vision is to empower one billion agents with Agentforce by the end of 2025. This is what AI was meant to be."

Data Cloud: The Foundation of Agentforce

A central theme at Dreamforce 2024 was the critical role of Data Cloud in powering Agentforce, Salesforce's groundbreaking suite of autonomous AI agents. Salesforce demonstrated how Data Cloud innovations enhance Agentforce's ability to transform customer experiences using data and AI.

Deanna Rubiano, Salesforce Alliance Director at Valtech, summarized three key takeaways, each directly impacting Agentforce's capabilities:

• Unified Data Powers Agentforce's Contextual Intelligence. Accurate and timely customer data is essential for Salesforce's vision, emphasizing unified data across departments. This is crucial for Agentforce, as it allows AI agents to access comprehensive, up-to-date customer information across all touchpoints. For example, when a customer interacts with an Agentforce Service Agent, the AI can instantly pull relevant data from past emails, support tickets, and even voicemails, enabling more informed and personalized responses that align with Salesforce's vision of unified customer experiences.

• Agentforce Leverages Unstructured Data to Enhance Sales. Data Cloud now supports unstructured audio and video content, unlocking 90% of previously inaccessible customer data. Agentforce can analyze this data from sources like sales calls, product demos, and voicemails. For example, by examining recorded sales calls, Agentforce helps sales teams identify common objections and refine their pitches, potentially leading to higher conversion rates. This capability enriches customer profiles and reveals deeper insights into customer preferences and behaviors, ultimately improving Agentforce's accuracy in sales interactions.

• Data Cloud and Agentforce: A Synergy of Potential. Data Cloud unlocks significant potential, with many clients investing in this fundamental data platform. This investment is key to maximizing Agentforce's capabilities. With Data Cloud's hybrid search and real-time data processing, Agentforce can quickly find relevant information and adapt to changing customer needs instantly. As customer interactions evolve, Data Cloud guides Agentforce with next-best actions, such as automating follow-up emails or passing detailed chat summaries to human representatives, showcasing the significant potential of this integrated AI and data solution.

These insights highlight how Data Cloud serves as the critical foundation for Agentforce, enabling AI agents to leverage a wealth of unified, real-time data. By utilizing this comprehensive data platform, Agentforce can deliver more personalized, contextually relevant, and timely customer experiences across the entire Salesforce ecosystem. This synergy between Data Cloud and Agentforce truly embodies Salesforce's vision of what AI was meant to be in the enterprise context.

While the potential of these technological advancements is clear, their true value emerges when applied to real-world challenges across various industries. From retail to healthcare, finance to non-profit, organizations are harnessing the power of Salesforce's Data Cloud to drive their missions forward and pave the way for innovation and the potential of AI. One particularly inspiring example comes from the world of conservation and cultural heritage. At Dreamforce 2024, attendees had the privilege of hearing firsthand how a renowned institution is leveraging Data Cloud to transform its operations and set the stage for future AI-driven innovations.

National Trust: A Data-Driven Journey to Conservation Innovation

Dreamforce 2024 spotlighted how organizations are leveraging Salesforce to drive meaningful change. A standout moment came when Jon Townsend, CIO of the National Trust, took the stage to share their transformative journey with a captivated non-profit audience.

As a valued Valtech customer, the National Trust's story is one of vision and determination. Faced with the challenge of managing relationships with over 6 million members and 25 million annual visitors, the Trust embarked on an ambitious digital transformation project.

At the heart of this transformation lies Salesforce Data Cloud. The Trust has harnessed its power to unify over 10 million supporter profiles, creating a single, comprehensive view that spans prospects, members, volunteers, and donors. This foundation isn't just about consolidating data—it's about unlocking new possibilities.

With this unified data view, the National Trust is now poised to deliver personalized experiences at an unprecedented scale. They can tailor communications, predict supporter preferences, and create targeted conservation campaigns that resonate on a personal level.

But the Trust isn't stopping there. This data foundation sets the stage for leveraging advanced AI and analytics, ensuring they can adapt swiftly to evolving supporter needs and environmental challenges. It's a forward-thinking approach that positions the National Trust at the forefront of technology adoption in the non-profit sector.

As Jon shared these insights, the Valtech team watched with pride. Our collaboration with the National Trust exemplifies how technology can be harnessed to further noble causes. By bridging the gap between data and conservation, the Trust is not just preserving history—they're making it.

The National Trust's journey serves as an inspiration, demonstrating how a data-driven approach can deepen supporter relationships and drive conservation efforts. As they continue to innovate, we're excited to see how this digital transformation will shape the future of heritage preservation in the UK and beyond.

Ready to Start Your AI Journey?

At Valtech, we're committed to helping organizations navigate this exciting new world of AI and data-driven decision making. Our expertise in Salesforce implementation and our deep understanding of AI technologies position us uniquely to guide your digital transformation journey.

Are you ready to explore how Agentforce and Data Cloud can revolutionize your business? Let's start a conversation about your AI strategy today.