Still managing complex processes across teams in email and spreadsheets? Learn the three steps to digitize, automate, and continuously improve your processes with Agentforce Operations.
Sessions
Hands-on learning. Built for real-world execution.
Explore 280+ sessions, demos, and trainings designed for practical application—so you can bring back proven strategies, real use cases, and ideas you can put to work immediately.
Tip: Use " " around your search terms to find an exact phrase.
Community Speaker
Reserved Seating
Video On Demand
3 Steps to Go From Manual Processes to AI-Driven Ops
Objective 1: Learn how to turn process documentation into executable Digital Blueprints.
Objective 2: Deploy AI agents to automate workflows and reduce cycle times.
Objective 3: Optimize processes through continuous monitoring and improvement.
, Global Enablement Lead, Agentforce Operations, Salesforce
, Senior Product Manager, Salesforce
Role: Data Analyst, Operations
Product: Agentforce
Topic: Artificial Intelligence
Session Level: Beginner
Session Type: Theater
- Wednesday, Jun 32:30 PM - 2:50 PM CDT(7:30 PM - 7:50 PM GMT)Theater 2 | Campground, Level 3FIRST COME FIRST SEATED
Session Summary: This session introduced Agentforce Operations, a Salesforce solution aimed at digitizing and automating back-office processes to address inefficiencies in supply chain and operational workflows. By leveraging AI and a three-step approach—digitizing processes, orchestrating and automating tasks, and designing with AI-first principles—businesses can reduce manual work, improve efficiency, and achieve significant ROI. Attendees learned how Agentforce Operations integrates seamlessly with tools like Slack and email, uses no-code blueprinting for process customization, and deploys AI-powered agents to automate repetitive tasks. A notable example highlighted how a customer reduced supplier onboarding time from five months to two weeks by automating back-and-forth communications, saving time and resources while ensuring accuracy and compliance across processes.
Key Takeaways:
• Agentforce Operations enables businesses to digitize and automate processes like supplier qualification and invoice auditing, reducing manual work and improving efficiency through AI-powered agents.
• The solution offers out-of-the-box blueprints for common workflows, which can be easily customized using a no-code, drag-and-drop interface, making it accessible for diverse industries and use cases.
• Customers can achieve rapid ROI by automating recurring tasks, with one example showing how fraudulent invoices were reduced by adding 40 AI-powered verification steps, saving millions of dollars annually.
Session Summary Feedback: Report a Concern
