A Salesforce product demo explaining how Data Cloud and AgentForce enable an "Agent First" enterprise by unifying structured and unstructured data, building predictive models (no-code Model Builder or imported models) and automating actions (Data Cloud triggered flows, Slack channel creation, PromptBuilder and Agent Builder) using a Coral Cloud Resort case study to illustrate predicting lead-to-booking conversions and operationalizing insights.
Chapters
Welcome to how behind the wow. Where you can learn about the Salesforce platform and how data and AgentForce can enhance your CRM applications. The Salesforce platform enables every business to build their own Agent Force on top of unified profiles in Data Cloud using structured, unstructured and business specific metadata to transform into an Agent First Enterprise, one that embeds Agent Force in every team and business process to drive productivity and growth. Lets double click into Coral Cloud Resort, a fictitious hotel company and see how they generate predictions and take action on data with grounded AI. Data Cloud enables you to create a true unified profile in Data Cloud using structured, unstructured and business specific metadata to transform into an Agent First Enterprise. With curated and harmonized data from Data Cloud you can activate your unified profile to power predictive and generative AI, delivering more accurate insights and data driven decisions at scale. With Model Builder you can easily set up and launch AI predictive models on any of this data, no coding required. Unlike generative AI which takes ideas or patterns and creates something new from them, Predictive AI looks at what has happened before and tries to guess what will happen next. Here, Coral Cloud Resort has chosen to set up their own model to predict the likelihood that a lead is going to convert to a booking based on real time customer engagements powered by Data Cloud data. They also have the option of bringing in their model directly from Amazon, Sagemaker, Google, Vertex AI or Databricks to perform predictive insights. First they selected their data model objects, in this case historical sales cloud leads that have either converted to booking or not, gave the model a goal and direction, selected the fields for lead conversion and then chose an algorithm. You can see how often the model was able to predict a lead was converted. This allows them to better understand how many leads will turn into books, allowing for better financial planning, budgeting and goal setting. Now, with all the harmonization, unification and insight generation done, Coral Cloud Resort can take action on this data. Taking action on Data Cloud data has never been easier. With the drag and drop functionality of Data Cloud triggered flows, Coral Cloud Resort has implemented a new automation for when a lead score reaches a certain threshold, a flow is immediately kicked off which automatically triggers the creation of a Slack channel. Account executives and key sales stakeholders are immediately notified and added to the channel so they can hustle on accounts that matter the most. With PromptBuilder account executives can use this CRM data to perform agent force actions such as generating a prompt that can draft an email to the account contacts. With Agent Builder, Coral Cloud Resort can create their own custom AI agent to extend their customer.360 by taking the natural language description of the job to be done, AgentForce's AI assist feature suggests and automatically generates relevant topics with suggested actions. Drawing from the work that was already done, AgentForce will bring together knowledge, actions, and instructions that enable AgentForce to do its job, embrace the power of generative predictions to become an agent first enterprise, and enhance the customer experience with the power of the Salesforce platform. To get started, visit salesforce.com data cloud.
