SF Ben Webinar
08
Dec

De-Risking Your 2027 Salesforce AI Roadmap

December 8, 2026
5:00 PM

Speakers

Allen Hoem

Allen Hoem

Vice President of AI Delivery, Coastal

Everyone wants AI on their 2027 Salesforce roadmap, but the responsibility for delivering it rests squarely on platform owners. Leadership expects a plan, sales and service have a list of agent requests, and account teams are pitching turnkey upgrades. How do you prioritize competing departmental requests, protect platform stability, and lock in a 2027 plan you can deliver?

Join us for a live walkthrough on how to stress-test Agentforce use cases and de-risk your 2027 roadmap.

What You’ll Learn:

  • How to run five operational checks to catch data, security, and cost traps before a use case makes the roadmap.
  • How Nationwide Financial tackled data and workflow challenges to launch Agentforce agents that handle everyday rep tasks like meeting prep, doc processing, and call logging.
  • How to clean and connect the exact data path an agent touches, without waiting for a massive, multi-year org data cleanup.
  • How to isolate and scope a single workflow so you create a repeatable build pattern for future agents.