Salesforce Launches Agentforce Operations to End Back-Office Bottlenecks

I covered Salesforce Agentforce in New York this past month. This event was organized to showcase Salesforce’s Agentforce. Agentforce is DIY AI in action. Agentforce is a customer service agent built by Salesforce customers and integrated across industries and across the customer journey.

In the keynote, Patrick Stokes, President and CMO, Salesforce, announced the launch of Agentforce Operations.

Agentforce Operations uses AI to turn manual and outdated back-office processes into clear tasks so that Agents can do the work instead of humans. Agentforce Operations can automate tasks such as process coordination, data verification, ensuring compliance, obtaining approvals, and more.

Using Agentforce Operations pays big dividends with cycle times reduced by 50 to 70 percent, improved accuracy, and manual data entry cut by 80 percent. This leads to better outcomes and experiences. With Agentforce Operations, Agents complete work beyond organizing tasks for completion. 

Salesforce also announced the creation of a Slack workspace and Slackbot, which is being offered free to every new Salesforce customer. Sales and Service Teams can use AI and Apps across their tech stack, moving from Slack to Microsoft Teams, Gmail, and more, to increase their productivity. Slackbots can turn customer conversations into records, capturing updates and keeping data current. 

I saw demos for use cases across industry verticals and the customer journey in Sales, Service, and Marketing functions with Canada Goose, Engine, and Dell.

Leah McGowen-Hare, SVP at ‪Salesforce‬ , Demos How Canada Goose is an Agentic Retailer using Salesforce and Data 360

Rob Seaman, SVP & GM ‪Slack‬ shows how Engine became an Agentic Travel Company using ‪Salesforce‬

MaryAnn Patel SVP, at ‪@salesforce‬ , shares how Dell is an Agentic Enterprise W/Agentforce Operations

There were panel discussions, and leaders discussed Agentforce Operations. Panelists also shared how they would like Agentforce and DIY AI to evolve to improve productivity and outcomes.

Hayley Advokat, MPS, Head of AI Product & Executive Communications at Salesforce, led the Agentforce Operations Deep Dive with Sanjna Parulekar, SVP of Product Marketing at Salesforce.

Maha Neouchy, Director of Communications at Salesforce, moderated the panel discussion with Muddu Sudhakar, SVP and GM of Salesforce IT Service and HR Service, and CEO of Cornerstone OnDemand, who discussed how Salesforce is transforming front-office operations in HR and IT, improving the employee experience with Slack and Teams.

I built AI Agents with Agentforce, Vibes, and Claude Code, using them to start building Sales and Marketing analytics and strategy. 

Agentforce Tour was a great event. I learned a lot about AI Agents, DIY AI, and how it can transform the worker and customer experience.

If you want to be on the cutting edge of DIY AI, attend Agentforce in your city.

Have you used Agentforce?

Share your experience in the comments.

Additional pictures can be found on Instagram.

People do Marketing for different reasons and they have different sets of challenges concerning the Marketing they do. I conducted two surveys of my LinkedIn audience.

I asked the following: 

1.What do you hope to gain from your marketing efforts?

2. What is your biggest marketing challenge? Why?

Based on survey findings, 56 percent of people use Marketing for a mix of brand awareness, lead generation, and revenue. In terms of Marketing challenges, 70 percent said that Content Marketing was the biggest.

If you didn’t get a chance to vote, answer these questions in the comments.

What do you hope to gain from your marketing? What is your biggest marketing challenge?

Creating content that engages customers is key. Another key element to creating customer-centered presentations and digital content is knowledge of buyer learning styles.

In other words, how do buyers learn best?

There are three learning styles, Visual, Auditory, and kinesthetic. 65 percent of learners are Visual but this is not everyone.

Survey Results

I surveyed my LinkedIn Audience to ask which types of content helps them to learn best and what type of content they value most.

As you can see, people learn best from a mix of written, video, audio, and content formats.

Of the types of content, people want to read, many want to read industry insights, how-to, insights from conferences, and a mix of all of the above.

Based on my findings, I would recommend that content be:

1.Created and repurposed in multiple formats

2.Content is about industry insights, how-to, and insights from conferences

The overall content strategy should be based on how your customers learn and the types and format of content based on their wants and needs.

Bonus Content

In the presentation below, I provide ideas and strategies to:

1.Collect information on your buyer’s learning style

2.Create presentations and content that will engage buyers with content that is optimized to their learning style making it more engaging**

3.Create differentiated presentations and content for all learners when buyer learning styles are unknown

** How to Customize Presentations & content to Buyer learning Styles **

from

Dan Galante

How do you learn best and which content format helps you most? Comment and share.