Your Salesforce AI Trail Guide Webinar Series: What You Need to Know
Centric’s Salesforce experts explored the maturity curve of AI capabilities in Salesforce and Agentforce in a three-part webinar series.
Centric’s Salesforce experts explored the maturity curve of Salesforce AI, readiness frameworks, and real-world applications of Agentforce in a three-part webinar series.
Centric Consulting’s three-part Your Salesforce AI Trail Guide webinar series helped business leaders navigate the evolving AI landscape. From demystifying Einstein vs. Agentforce to preparing data foundations and proving ROI through real-world demos, the series offered actionable insights for organizations ready to embrace Salesforce AI.
Each webinar built on the last, guiding attendees from a foundational understanding to strategic implementation. Whether you’re getting started or scaling your AI strategy, this series delivers the roadmap to success.
Why it Matters
AI adoption is accelerating, but confidence isn’t keeping pace. Our webinar polls revealed that over 50 percent of respondents lack confidence in their organization’s AI readiness.
Further, nearly 58 percent of organizations aren’t using AI capabilities in Salesforce. The majority are split evenly between two key challenges: 38 percent don’t know where to start, while another 38 percent remain unclear about the costs or value.
Beyond these hurdles, organizations cite concerns about data quality and the perceived complexity of implementing AI in Salesforce. Only 20 percent of respondents said they feel comfortable implementing agents in their Salesforce instance.
These gaps represent both a challenge and an opportunity, as organizations that build the right foundation now can gain a significant competitive advantage.
What You’ll Learn
Centric’s Salesforce experts Anthony Warren, Shahid Mahmood, Jennifer Elliott, Betsy Stokes, and Sean Scott guided attendees through a comprehensive journey from AI fundamentals to practical implementation. Here’s what each session covered:
Einstein vs. Agentforce, Explained
With Einstein features potentially sitting dormant in your current license and new Agentforce capabilities opening autonomous possibilities, understanding which tools to use and when is critical to your AI strategy. This webinar covers:
- AI Strategy Alignment: How Salesforce AI capabilities fit into your organization’s broader AI roadmap and where to prioritize efforts for maximum impact
- Platform Clarification: Clear distinctions between Einstein and Agentforce, what’s included in your current Salesforce license, and how to maximize out-of-the-box capabilities
- Quick-Win Implementation: High-impact, low-effort use cases across sales, service, and marketing that you can activate immediately to start demonstrating value
Data Cloud and AI Readiness
While Salesforce AI technology is powerful, success depends on having the right foundation, including clean data, aligned teams, and processes ready for AI transformation. This webinar covers:
- Organizational Assessment: How to evaluate your people, processes, and strategic goals to ensure alignment before implementing AI solutions
- Data Foundation: Why clean, connected data is critical for AI outcomes, with practical steps to achieve enterprise-wide data readiness
- Data Cloud Integration: How Salesforce Data Cloud powers Agentforce and other AI tools, plus best practices for integrating external systems and diverse data sources
Prove ROI with Agentforce in Action
Translating AI potential into measurable business results requires seeing the technology in action in real-world scenarios that mirror your own challenges. This webinar digs into:
- Live Demonstrations: See intelligent agents solve real business challenges across sales, service, and industry-specific use cases
- Customization and Integration: How organizations tailor Agentforce to work seamlessly with existing workflows and third-party tools to automate complex processes
- Success Metrics: Concrete frameworks and key metrics for measuring AI impact across different business functions
- Implementation Roadmap: Practical guidance for moving from proof of concept to full-scale deployment in your organization
