See how Salesforce uses Tableau Next, Agentforce, Slack, and Data 360 to power our own sales engine. Learn to turn dynamic AI insights into a blueprint for unprecedented pipeline growth.
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Community Speaker
Reserved Seating
Video On Demand
From Data to Deals: Tableau Next, Slack, and Agentforce
, Data Engineer, Salesforce
, Senior Director - Software Engineering, Salesforce
, Senior Lead, Data Science, Salesforce
Role: Data Analyst, Operations, Sales
Industry: Technology
Product: Slack, Tableau, Agentforce
Tableau Product: Tableau Next
Session Level: Beginner
Session Type: Theater
- Tuesday, May 53:10 PM - 3:30 PM PDT(10:10 PM - 10:30 PM GMT)Theater 4 | Data Village, Ground LevelFIRST COME FIRST SEATED
- Thursday, May 71:00 PM - 1:20 PM PDT(8:00 PM - 8:20 PM GMT)Theater 3 | Data Village, Ground LevelFIRST COME FIRST SEATED
Session Summary: This session explored how Salesforce leverages its own ecosystem, including Data Cloud, Tableau, Slack, and Agentforce, to address challenges in seller productivity and data utilization. By integrating these tools, Salesforce has bridged the gap between sales and data teams, enabling real-time insights and actionable intelligence directly within the sales workflow. Key innovations include the use of Data Cloud for unified data management, Tableau Next for semantic data modeling and visualization, and Slack for seamless engagement, all powered by automated AI agents to deliver context-rich insights and next-best-action recommendations. These advancements have resulted in widespread adoption, with 10,000 users monthly, improved customer experience, and significant revenue opportunities through upsell and usage-based growth strategies.
Key Takeaways:
• Salesforce's architecture, built on Data Cloud, Tableau, Slack, and Agentforce, connects structured and unstructured data to deliver actionable insights directly within the sales workflow.
• The implementation of AI-driven agents and automated processes has improved seller efficiency, enabling real-time notifications, deeper insights, and tailored customer interactions, leading to significant revenue growth opportunities.
• By embedding tools like Tableau Next and Slack into the sales process, Salesforce has achieved widespread adoption across 10,000 users, enhancing customer experiences and unlocking $14 million in potential upsell opportunities.
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