Salesforce on Salesforce: How We Implement AI for Sellers
Learn how Salesforce deploys new AI features and technology, like Einstein or Conversation Intelligence, for our Sales teams. Learn best practices and hear about our future Sales AI plans.
Important: This session is first come, first seated. You do not have a reserved seat.
, Senior Director, IT Sales Productivity, Salesforce
, Director of Product Management, Salesforce
, VP, IT GTM Applications, Salesforce
, Senior Director, AI Product Management, Salesforce
Role: Operations, Sales
Product: Agentforce Sales, Einstein
Topic: Salesforce on Salesforce
Session Level: Intermediate
Session Type: Theater
Tuesday, Sep 171:00 PM - 1:20 PM PDT
(8:00 PM - 8:20 PM GMT)
Moscone West, L3, Cloudy Theater
Session Summary by Einstein: The session outlined Salesforce's internal use of AI to enhance sales team productivity, emphasizing the adoption of AI principles and the implementation of customer-centric AI strategies. The internal sales organization leverages Salesforce's AI to streamline administrative tasks, with a focus on predictive, generative, and autonomous AI applications, underpinned by trust, impact, adoption, and iterative principles. With MuleSoft as the integration backbone, Slack for collaboration, and Data Cloud powering customer insights, Salesforce demonstrated how AI tools like generative AI can save significant time, for instance, over 33,000 hours through call summaries and support alone. Practical demonstrations included the Pipeline Inspection tool, Deal Insights panel, generative email drafting, and a new conversation hub, showcasing the integration of AI into every stage of the sales process and the tangible benefits it brings.
Key Takeaways by Einstein:
• Salesforce uses its own comprehensive suite of AI tools, ensuring that innovations align with real-world customer needs.
• The AI Council plays a crucial role in guiding AI implementation, focusing on enabling speed, establishing guardrails, and ensuring business outcomes align with ROI goals through the use of accelerators and assets.
• Salesforce's AI initiatives have led to significant productivity gains, such as the creation of 32,000 generative AI-powered emails and the saving of over 33,000 hours through call summaries, demonstrating the practical impact of AI on sales efficiency.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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