In our three-part Salesforce AI Trail Guide webinar series, our experts serve as trail guides to help business leaders navigate the path to AI success with Salesforce. Across Einstein vs. Agentforce, Data Cloud and AI Readiness, and Prove ROI With Agentforce in Action sessions, they demystified Salesforce’s AI offerings.
Salesforce AI is transforming how businesses operate but unlocking its full potential requires more than just technology. It demands clarity, strategy, and the right guide. That’s why Centric Consulting launched the Salesforce AI Trail Guide Webinar Series, a hands-on journey through the evolving landscape of Salesforce AI, with a spotlight on Agentforce, Salesforce’s autonomous agent platform.
Whether you're a sales leader, service director, or Salesforce admin, this series helps you decode the differences between Einstein and Agentforce, align AI with your business goals, and activate high-impact use cases that deliver real results.
Einstein vs. Agentforce: Choosing the Right Trail
Many organizations already have access to Einstein features through their existing Salesforce licenses, but they’re often underused. Agentforce, on the other hand, introduces autonomous agents that can drive productivity, automate workflows, and personalize customer experiences at scale.
In the first webinar, our Salesforce experts break down:
- What’s included with Einstein vs. Agentforce
- How each fits into your broader AI strategy
- Real-world use cases across sales, service, and marketing
- Quick wins that deliver value fast
From nurturing leads and coaching reps to generating quotes and managing pipelines, Agentforce is designed to power your sales cycle with intelligent automation.
Preparing for AI Success: Data Cloud and Readiness
Before deploying AI, organizations must assess their data landscape, team alignment, and process maturity. The second session in the series focuses on AI readiness, emphasizing the importance of:
- Clean, connected data via Salesforce Data Cloud
- Governance and compliance frameworks
- Cross-functional collaboration
Without these foundations, even the most advanced AI tools can fall short. This session helps you pack the right gear for your AI expedition.
Proving ROI: Agentforce in Action
The final webinar dives into Agentforce in action, showcasing live demos and success stories from organizations that have customized Agentforce to fit their workflows. You’ll learn:
- How intelligent agents solve real business challenges
- Ways to integrate Agentforce with third-party tools
- Metrics and frameworks to measure AI success
- Steps to move from pilot to full-scale deployment
Whether you're evaluating Salesforce AI investments or ready to scale, this session provides the clarity and confidence to move forward.
Meet Your Guides
The series features seasoned Salesforce AI specialists, including:
- Anthony Warren, Architect and Technical Lead
- Shahid Mahmood, Senior Architect
- Jennifer Elliott, Experience Cloud Capability Lead
- Betsy Stokes, Local Service Offering Lead
- Sean Scott, Senior Engineer
Their insights are grounded in real implementations across industries, helping you avoid common pitfalls and accelerate success.
All sessions in the Salesforce AI Trail Guide Webinar Series are available on demand. Whether you're just starting your AI journey or looking to optimize existing tools, this series is your map to smarter, faster, and more impactful Salesforce AI adoption.
