Speakers
Learn how Agentforce agents and Doc Gen automate Salesforce workflows by capturing data with AI-triggered forms, updating CRM records automatically, and generating compliant document content, all while maintaining control and governance.
What We’ll Cover:
- From Reactive to Proactive Salesforce Workflows: Learn why incomplete CRM data blocks automation and how AI agents can proactively collect and enrich data at the source.
- AI-Driven Data Collection Inside and Outside Salesforce: See how AI-triggered forms capture structured inputs, update Salesforce records automatically, and maintain clean, usable data.
- Governed Document Generation with AI: Discover how AI can assist with content and clause generation while preserving compliance, control, and human oversight.
- Extending Automation with Experience Cloud: Explore document generation and e-signature use cases that bring automation to customers and partners beyond internal teams.
Join us and don’t miss the opportunity to see how Salesforce Agents and document automation work together to streamline workflows end-to-end. Walk away with practical patterns to safely combine AI and automation for faster, cleaner, and more scalable Salesforce processes.
