Our three-part Salesforce AI Trail Guide on-demand webinar series is designed to help business leaders navigate the AI landscape confidently.

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Einstein vs. Agentforce, Explained

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Many Salesforce users know AI can transform their business, but like any good expedition, success depends on having the right guide and knowing which path to take. With Einstein features potentially sitting dormant in your current license and new Agentforce capabilities opening autonomous agent possibilities, you have multiple trails to explore. The key is understanding which will get you to your destination most effectively and how each path connects to your broader AI strategy.

Our Salesforce experts will break down the differences between Salesforce Einstein and Agentforce, explain how they fit into your organization’s broader AI strategy, and demonstrate real-world use cases across sales and service. They’ll cut through the confusion by explaining what’s included with your current Salesforce license, what additional features come with Agentforce, and how to identify quick wins that deliver value while building toward more sophisticated automation.

What You’ll Learn

This webinar will include insights from our experienced panel of Salesforce AI specialists who have guided organizations through successful AI implementations across industries.

• AI Strategy Alignment: How Salesforce AI fits into your company's broader AI roadmap and where to prioritize your efforts for maximum impact
• Einstein vs. Agentforce Decoded: Clear explanations of when to use each platform, what's included with your current 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 seeing results

Whether you're a sales operations leader trying to boost rep productivity, a customer experience director looking to enhance service delivery, or a Salesforce admin wondering what's already available in your org, our speakers will provide the clarity you need to take your next steps with confidence.

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Data Cloud and AI Readiness

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You wouldn’t start a hike without checking your map and packing the right gear. The same principle applies to your Salesforce AI journey. While the technology is powerful, organizational success depends on having the right foundation in place. Too many organizations invest in AI only to fall short due to fragmented data, teams misaligned on goals, or processes unfit for AI changes. The difference between AI success and failure often comes down to preparation.

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• Business Readiness Assessment: How to evaluate your people, processes, and strategic goals to ensure organizational alignment for AI success
• Data Foundation Excellence: Why clean, connected data is critical for AI outcomes with practical steps to achieve data readiness across your enterprise
• Data Cloud as Your AI Engine: How Salesforce Data Cloud powers Agentforce and other AI tools, plus best practices for integrating external systems and data sources

Whether you're an IT leader planning your data strategy, a business executive aligning teams around AI goals, or a data professional integrating multiple systems, this session will give you the roadmap to prepare effectively.

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Prove ROI With Agentforce in Action

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You have the data, the licenses, and the interest in Salesforce AI. But like many leaders, your questions have shifted from "Can we do this?" to "Where should we start?" and "What's actually worth investing in?" While the potential is clear, translating that potential into measurable business results requires seeing AI work in real scenarios that mirror your own challenges.

Reach the summit of your Salesforce AI journey with live demos of intelligent agents driving measurable impact across sales, service and industry use cases. You'll see how organizations are customizing Agentforce to work with their existing processes, integrating with third-party tools to automate complex workflows, and measuring success with concrete frameworks that prove the path is worth taking.

• AI in Action: How Agentforce agents solve real business challenges across sales, service, and industry-specific use cases
• Customization and Integration: How intelligent agents are tailored to work seamlessly with your existing business processes and workflows
• Measuring AI Success: Key metrics and frameworks for demonstrating business impact across different functions and use cases
• From Demo to Deployment: Practical guidance on moving from initial proof of concept to successful implementation in your organization

Whether you're evaluating Salesforce AI investments, building the business case for implementation, or ready to move from pilot to full-scale deployment, this session will give you the examples and success frameworks you need to take the next steps.

Your Guides

Anthony Warren, Architect and Salesforce Technical Lead

Shahid Mahmood, Senior Architect and Salesforce Technical Lead

Jennifer Elliott, Senior Manager and Experience Cloud Capability Lead

Betsy Stokes, Senior Manager and Local Service Offering Lead

Sean Scott, Senior Engineer

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