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Scale 1:1 Personalization in Workflows with Agentforce
Learn how marketing teams use Prompt Builder and Agentforce Grid to connect everyday tasks with larger campaign workflows, enabling faster execution and personalization at scale.
Objective 1: Understand why isolated workflow improvements fail to scale.
Objective 2: Identify how Prompt Builder and Agentforce Grid support repeatable execution.
Objective 3: Apply principles for building scalable marketing workflows.

, Senior Program Manager, Salesforce

, Product Marketing Manager, Salesforce

Role: Marketing, Administrator
Product: Agentforce
Topic: Artificial Intelligence
Session Level: Beginner
Session Type: Breakout
  • Thursday, Jun 49:00 AM - 9:40 AM CDT
    (2:00 PM - 2:40 PM GMT)
    Stage 2 | Content Pavilion, Level 3
    FIRST COME FIRST SEATED
Session Summary: This session focused on leveraging Salesforce tools to scale 1-to-1 personalization in marketing workflows by addressing common challenges like disjointed data and fragmented processes. Presenters highlighted the importance of using AI-powered tools such as Prompt Builder and Agentforce Grid to create connected workflows that integrate Customer 360 data and enable seamless, personalized customer engagement. Demonstrations showed how Prompt Builder facilitates the creation of custom prompt templates grounded in Salesforce data, while Agentforce Grid allows marketers to test, refine, and automate workflows at scale with a user-friendly interface. Upcoming innovations include AI-assisted prompt creation, advanced logic in prompts, and expanded connectivity for easier data integration, further enhancing the ability to deliver high-quality personalization efficiently and effectively across campaigns and channels.
Key Takeaways:

• Prompt Builder enables marketers to create dynamic, data-driven AI prompt templates that enhance personalization and streamline workflow execution directly within Salesforce.

• Agentforce Grid simplifies scaling workflows by integrating data, automating processes, and providing actionable insights, making it accessible even for non-technical users.

• Future updates to these tools will include AI-assisted features, advanced logic capabilities, and enhanced data integration, allowing for even greater efficiency and scalability in marketing personalization.

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