Top Takeaways from Dreamforce 2024

Dreamforce 2024, the world’s largest software conference, delivered new innovations that are set to transform industries. Highlights include the launch of Agentforce, Salesforce’s autonomous AI suite, and major updates to Data Cloud and the Customer 360 platform. Powerful Retail & Consumer Goods sessions with McKee Foods, Republic National Distributing Company (RNDC), and Dole Fresh Fruit showcased how Consumer Goods Cloud is helping businesses optimize processes, strengthen relationships, and drive growth. Here are the top takeaways from Dreamforce 2024!

Agentforce

The biggest news coming from Dreamforce 2024 was, of course, Agentforce. Salesforce’s new Agentforce suite represents a major leap in the AI landscape, with CEO Marc Benioff claiming, “The Agentforce platform represented the third wave of the AI revolution.” The autonomous AI agents are designed to handle tasks independently across sales, marketing, service, consumer goods, commerce, and more. Unlike traditional chatbots or copilots, Agentforce analyzes data, makes decisions, and takes action autonomously. This significant breakthrough allows organizations to quickly scale their workforce, responding to business demands in real-time without requiring human input.

The true power of Agentforce is its ability to operate accurately and efficiently by integrating deeply with Salesforce’s Data Cloud. Whether resolving customer service inquiries, qualifying sales leads, or optimizing marketing campaigns, these agents can perform tasks that free up human employees to focus on more strategic and high-level activities. This will increase productivity and customer satisfaction, making Agentforce a game changer in AI.

With its bold vision of empowering one billion agents by 2025, Salesforce is not just advancing AI technology but redefining what’s possible in the workplace. As Marc Benioff says, “This is the biggest and most exciting piece of technology we have ever worked on, and we are just starting.” For businesses across industries, Agentforce offers the opportunity to enhance efficiency, improve customer relationships, and drive growth—all with a few clicks and without the complexity of traditional AI implementations.

Consumer Goods Cloud Customer Success Stories

Three leading consumer goods companies took the stage to share how they harness the power of Salesforce Consumer Goods Cloud to transform their businesses.

Jack Corrao, Managing Partner of Corrao Group, highlighted McKee Foods’ success in optimizing trade promotions using Salesforce Trade Promotion Management. With trade spending being one of the biggest challenges in the Consumer Package Goods (CPG) industry, McKee Foods has found that the right tools can make a significant difference. By leveraging TPM, they have been able to navigate the complexities of trade promotions, maximize ROI, and enhance their overall business performance.

Republic National Distributing Company (RNDC) showcased how they use Salesforce Consumer Goods Cloud and Data Cloud to unify B2B and B2C data on a single platform. The session focused on how integrated planning and new data sources are helping RNDC make smarter, more profitable decisions, ultimately transforming their route-to-market strategy.

Dole Fresh Fruit shared its success story of improving planning and forecasting with Salesforce Consumer Goods Cloud Customer Planning & Forecasting (CPF). By utilizing Salesforce’s CPF capabilities, Dole has strengthened their relationships with retailers and boosted revenue through more accurate forecasts. Salesforce CPF has set a new standard for driving business growth and enhancing retailer partnerships.

All three of these sessions highlighted the transformative impact that Salesforce Consumer Goods Cloud has across the consumer goods industry, empowering companies to make data-driven decisions, optimize processes, and achieve greater success. Corrao Group has been proud to partner with McKee Foods, RNDC, and Dole Fresh Fruit to ensure a seamless rollout and successful adoption of these cutting-edge solutions.

Data Cloud

Salesforce’s Data Cloud continues to show impressive growth and innovation, with a 130% year-over-year increase in customers and the capacity to process over 2.3 quadrillion records per quarter. Salesforce’s Data Cloud, the foundation of the Salesforce Platform, and Agentforce continue to drive innovation in unifying customer and business data to deliver personalized, contextually relevant experiences across Customer 360 applications, Flows, Analytics, and Agentforce. “In this new era of AI and Agents, customer data and metadata are the new gold for the enterprise,” said Rahul Auradkar, EVP and GM for Data Cloud at Salesforce. At Dreamforce 2024, Salesforce introduced several key innovations that enhance Data Cloud’s capabilities, cementing its role as the heartbeat of Salesforce’s AI ecosystem.

One of the most notable additions is Data Cloud’s support for unstructured data, which can natively process audio and video content such as customer calls or webinars. This opens up new opportunities for deeper customer insights and enhances the accuracy of Agentforce’s agents. Data Cloud also features a standardized semantic data model, allowing AI and human users to interpret and use data consistently. With improved search capabilities, Data Cloud enables a quicker discovery of relevant information. Real-time data activations also enhance the ability to instantly respond to changing customer needs, providing organizations with more dynamic and timely customer interactions.

Finally, Salesforce has strengthened Data Cloud’s data security and governance features. New policy-based governance allows organizations to maintain strict control over how sensitive data is shared with AI agents. These innovations, combined with Data Cloud’s role as the foundation for Agentforce, enable businesses to harness the power of AI while safeguarding their crucial data and operations.

Customer 360 Platform Innovations

Salesforce unveiled a range of exciting new innovations within its Customer 360 platform, further enhancing AI-powered, personalized experiences across sales, service, marketing, and commerce. These innovations leverage shared data and services to deliver a seamless customer experience while integrating powerful analytics and collaboration tools such as Tableau and Slack. Built on the Salesforce Platform, Customer 360 ensures that every touchpoint is connected, enabling businesses to deliver customer interactions that are both efficient and impactful.

Among the standout innovations announced is Tableau Einstein, which opens up the power of business intelligence (BI) and analytics to everyone who wants to make data-driven work scalable, efficient, and more valuable. By bringing data and insights across workflows in Customer 360 apps, Agentforce, Pulse, and Slack, teams can make data-driven decisions faster and more effectively. Slack has also introduced a new user interface for agents, enabling users to interact directly with data, surface insights, and collaborate in real-time. This includes an integration with Agentforce agents, making it easier for teams to stay aligned and move work forward by connecting Salesforce CRM records with Slack channels. (More updates on Slack are below).

Salesforce has also enhanced its core products with AI innovations. Sales Cloud now features Agentforce SDR and Sales Coach and capabilities like account planning, forecasting, and compensation management. Similarly, Service Cloud’s new features provide service agents with step-by-step resolution plans, sentiment tracking, and AI-based recommendations to improve the customer experience. Agentforce’s Service Agent can autonomously handle customer cases 24/7, seamlessly escalating problematic cases to human representatives when needed. These innovations and the introduction of Agentforce agents tailored for commerce, field service, and marketing demonstrate Salesforce’s commitment to transforming every role and workflow across industries with AI.

Slack Innovations

Salesforce announced a new series of Slack innovations, transforming the platform into an agent-powered work operating system that unifies company knowledge, data, agents, apps, and automation in one seamless interface. Denise Dresser, CEO of Slack, mentioned, “We’ve moved beyond collaboration; every day, millions of teams are leveraging purpose-built AI, with customer data, automation, and now agents seamlessly integrated into the flow of work. This isn’t just about getting work done. It’s about unlocking new productivity levels to drive results and move business forward for every team and department.”

With an Agentforce integration, teams can now collaborate with AI-powered agents directly in Slack to surface insights, automate tasks, and access customer data from Salesforce. Additionally, third-party AI agents from partners like Adobe and Anthropic can be deployed securely within Slack, allowing users to work smarter and faster. New features like Slack AI huddle notes, automated workflows, and enhanced search capabilities further streamline productivity, while Salesforce channels bridge CRM data and Slack conversations to keep teams aligned. These innovations position Slack as a central hub for boosting department efficiency and collaboration.

Free AI-Training

Salesforce has announced a major initiative to offer free hands-on AI courses and certifications through 2025, investing over $50 million to help bridge the growing AI skills gap. Salesforce will provide premium AI training through Trailhead, making AI education accessible to everyone. Additionally, Salesforce plans to open AI centers at its San Francisco headquarters and global offices, providing community and employee training spaces. This initiative reflects Salesforce’s commitment to preparing the workforce for the future of AI, equipping individuals with the tools and skills needed to succeed in an AI-driven world.

Dreamforce 2024 Conclusion

Mark it down as another successful Dreamforce event by Salesforce. We want to give a big shout and thank you to Salesforce as they put on an extraordinary event that featured some incredible guest speakers. The energy around San Francisco was electric as attendees gathered to witness and learn what new features Salesforce would release next. We are already getting excited for Dreamforce 2025!

If you would like to learn more about any of the new features from Dreamforce 2024 and how it can relate to your business, please contact us.

About Corrao Group

Corrao Group is a top Salesforce consulting partner in the retail, consumer goods, and professional service industries. Since 2002, we have helped organizations of all sizes and industries optimize and streamline their business processes with Salesforce. Our mission is to flawlessly translate your business processes into Salesforce, promoting successful integration and widespread user adoption.

Salesforce Winter ’24 Release Notes: Einstein Generative AI

Experience the future of Generative AI-powered interactions with the arrival of the Salesforce Winter ’24 Release Notes. From enriching product fields in commerce stores to providing AI-generated briefs for mobile workers, Einstein Generative AI ushers in a range of enhancements designed to revolutionize the way you do business. Learn more as we explore the transformative release of Einstein Generative AI.

Enhance Product Fields in Commerce Stores with Einstein Generative AI

Generate product text fields for multiple products in one step with Einstein Generative AI. Einstein uses your instructions and any linked reference fields to generate revised product text for the selected products. Product fields generated by Einstein support instructions in English only. You can generate product fields in languages in your B2B or B2C store Then, review the generated text and accept or discard the changes. You need the Einstein Generative AI license to use Einstein Generative AI. Contact your account executive for more information.

Show Frequently Bought Items to Customers

Increase average order value by recommending frequently bought items to customers. Add the Einstein Frequently Bought component to the product detail page to market similar items. Recommendations are generated based on shopper interactions with the storefront.

Get Your Mobile Workers Up to Speed with Mobile Work Briefing

Show mobile workers an AI-generated brief that tells them everything they need to know about their upcoming work orders. Previously, workers had to switch between the work order’s tabs to find the relevant information.

Create Call Summaries Powered by Einstein GPT

Want to harness the power of generative AI to create a snapshot of everything your teams need to know about a customer call? Einstein Conversation Insights users can create generative call summaries on voice and video calls. Powered by Einstein GPT, the new Summary tab on call records allows users to create editable summaries that include next steps and customer feedback, and share summaries for easier team collaborations in the flow of work.

Personalize Sales Emails with Einstein GPT for Sales

Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers love. Einstein GPT uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can draft common emails, like a follow-up or a meeting invite, by choosing from the preset email prompt types.

Optimize Agent Productivity and Response Quality with Einstein Service Replies (Generally Available)

Get real-time response recommendations for your agents. Now generally available, Einstein Generative AI follows a chat conversation as it unfolds, then drafts and recommends fluent, courteous, and relevant, replies for your agents to review, edit and post.

Close Cases Faster with Einstein Generative AI Work Summaries (Generally Available)

Save agents time with AI-generated case summaries, now generally available. Based on a Chat conversation between an agent and customer, Einstein predicts and fills a summary, issue, and resolution. Agents can then review, edit, and save these summaries.

Get Service Insights and Build Bot Intents with Einstein Conversation Mining (Generally Available)

Use Einstein Conversation Mining, now generally available, to transform conversation data into service insights and build bot intents. Einstein Conversation Mining replaces time-consuming transcript analysis that otherwise takes weeks.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Einstein GPT, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

Sources

Salesforce Winter ’24 Release Notes Einstein Generative AI