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Personalize Key Moments with AI and Actionable Data
Join experts and peers for an interactive roundtable on personalization. Discover how to use data, channel strategies, and AI to scale tailored customer experiences and drive impactful marketing.
Important: Reserved seat released 10 min prior to session if not present.

, Senior Director, Industry Strategist, Salesforce

, Sr. Director, Product Marketing, Salesforce

, Senior Director, Product Management, Salesforce

, Head of Applied AI, ListEngage

Role: Marketing, Sales
Industry: Financial Services
Product: Agentforce Marketing, Agentforce
Topic: Customer Relationships
Session Level: Beginner
Session Type: Roundtable
  • Wednesday, Jun 118:30 AM - 9:30 AM CDT
    (1:30 PM - 2:30 PM GMT)
    Roundtable (Room W184a, Level 1)
  • Thursday, Jun 1211:45 AM - 12:45 PM CDT
    (4:45 PM - 5:45 PM GMT)
    Roundtable (Room W184a, Level 1)
Objective 1: Explore modern strategies for understanding your customers through data, insights, and performance measurement.
Objective 2: See how a unified data platform and Agentforce powers personalization across every touchpoint.
Objective 3: Uncover operational efficiencies and time savings your team can gain through automation and intelligent workflows.