3 Lessons from the Agentforce World Tour NYC 2025 Main Keynote | Salesforce

Now let's walk you through the blueprint for success in the Agentic era. We're going to break down all the latest product announcements, tell you how it can impact your business. Carolyn the foundation for any Agentic success It all starts with data. Let's talk about the relationship between Data360 and AgentForce. Why is it so important for organizations to get their data in order?

Well, you've spent so much time getting all of that data and so you got to put it to you. So data 360 acts as that crucial data layer providing a single unified source of truth. It's the complete history, preferences and interactions that you have with all of your customers. So that knowledge then becomes the foundation for AgentForce. And AgentForce is Salesforce's generative AI agent framework and it's built on our platform. So because data fuels it, it allows autonomous agents to act with context and ensure that it's trusted. So in short, Data 360 provides the what that full customer context and then Agentforce provides the how. So the AI driven action and automation.

We always keep saying it, but your AI is only going to be as good as your data. I love how you've kind of summarized that thinking of practical applications for all of this for a company in say a highly regulated industry like financial services or healthcare, how does Agent Force empower human service agents right, to improve their day to day efficiency?

So this is the biggest benefit I hear is that improved efficiency for everyone and being able to really connect with your customers. So specifically in regulated industries like financial services and health care, we know AgentForce provides that trusted automation because we'll give you some examples, when a customer reports fraud, for example, the agent is going to use a simple prompt like initiate fraud fraud report and lock the card. So what Agent Force can do is then instantly execute the complex but pre approved workflows that you have so it'll securely freeze that account, file necessary regulatory reports and send confirmation to the customer that the action has been taken care of. So really trust it. And then healthcare. For example, we all know, right for a complex patient inquiry, an agent now can use a single command to drive agent force to verify that the patient's deductible status reroute the referral to an in network specialist. This just ensures the compliant the consistent fast service delivery while maintaining things like HIPAA compliance. So the key benefits is being able to scale those service operations without compromise any data governance or security protocols and making sure you are compliant with regulations.

And so important as you mentioned for These industries like fins, financial services and healthcare. For more on the power of agentforce and how it change your business, check out this highlight from today's main keynote.

It brings us to something truly new, an entirely new way to use Salesforce. Just like our own mission and vision states, right? A new way to connect with your customer. This isn't your old AI CRM or CRM product which you've come to know us as. This is so much more. We call it Agent Force 360. It's this idea that you can use these agents, this intelligent agents to augment and change, transform every one of your customer experiences like those shopping experiences we saw a moment ago during Cyber Week. Or change all of your employee experiences, right, you can change your HR experiences, your IT experiences. But even newer, what if we could use Agent Force to change your day to day operations? Things like think about your supply chain. How much time does it take to onboard a new supplier every time your supply chain changes a little bit? Now you can do that with Agent Force faster than ever before.

Patrick Stokes telling it like it is right there. One of the coolest innovations we saw in the keynote is not just how Agent Force can work for you, but how easily Agent Force can turn your ideas into prototypes in just a matter of minutes. It's called agentforce Vibe and it's all the rage. But I love all of this. Carolyn, what's the vibe here?

Well, besides bringing Vibes to work, carry other AI coding tools, they generate generic code from prompts. But Agent Force Vibes, it taps into your salesforce Org, so the unified metadata, the, you know, being able to write code that it already knows based on your things like custom objects, field relationships, validation rules, all of your business processes you already have. And so then it doesn't just understand things like Apex and Lightning in your organ, it's got full visibility, right? So now it's able to tap into your org schema, custom fields, flow definitions and then integration patterns. So by being able to tap into that now it makes AI coding, it just has the ability to write the code with context about your business. So it's in your specific sales environment, all the information and processes you've worked on for years.

But to get to prototypes, what an impact, right? Because when we're just talking and we're, you know, chatting here and there, shooting whatever like to get to the prototype is truly what we need and where Agent Force can be so impactful.

Absolutely.

I love that we saw a preview of this in the main keynote actually. Agent Force Vibes Truly is something. Take another look from this big announcement from the world tour New York main keynote.

They did this with data 360, the next generation of data cloud. Unifying your enterprise data, your customer data, your unstructured data through zero copy. And what's more is that now Data360 it stores your agent force conversations, your customers preferences and that gives your agents memory. One more thing that Data360 does, and this is one of my personal favorites, is data governance is not an afterthought with Data360 your compliance teams are gonna love this. And I'm actually an ex IT auditor, so I love this is that when you create compliance policies and governance policies, they are applied to all of your data automatically. Now we know that agents, they need data, but more than data they need context. That's what helps them be intelligent. But in most enterprises that's actually very very difficult. The same data, it sits in your lake, it sits over here in a warehouse, it sits in a business system. And how many different formats are there for date? And you have to try to reconcile all of this. Well, informatica, it brings cataloging, it brings lineage, data lineage. And Informatica brings a golden record. Now there's one other thing that agents can benefit from. Agents rely on signals. They rely on signals from your systems. Think of a signal like in the case of FedEx, a shipment that's running late or it's delayed. Well, mulesoft, what it does, it connects all of your systems to be able to surface all of these operational signals. And those signals trigger your agents to take secure action. And data360, well data360, it wraps it all around, it unifies your data and it brings trusted, governed and intelligent context to every single one of your agents and your application.