Transform Your Sales Team with Agentforce & AI

🚀 Next-Gen Sales Development with Agentforce SDR

• Multilingual Outreach: Engage global prospects in 25+ languages
• Smart Prospecting: Auto-generate personalized emails with contextual awareness
• Testing Center: Batch-test SDR scenarios before deployment
• Performance Dashboard: Real-time visibility into agent effectiveness

Impact: Early adopters report 40% more qualified meetings booked

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🤖 Agentforce Deal Agent: Your AI Co-Pilot

Feature	Benefit
Opportunity Audits	Auto-review 100+ deal fields in seconds
Smart Recommendations	“90% of similar deals added Discount Approval”
Approval Workflows	Choose between manual or auto-updates
Change Tracking	Visual timeline of all AI-suggested modifications

Case Study: Tech firm reduced deal cycle time by 22% using auto-field updates

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Conversation Intelligence 2.0

🎯 Einstein Conversation Insights

flow

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// Sample Flow Using Call Transcripts
trigger: Call_Ended → 
Get_Transcript → 
Analyze_Sentiment → 
If Negative_Sentiment → Create_Case
Else → Update_Opportunity_Stage

New Capabilities:

• Video Call Analysis: Upload MP4 recordings (<2GB) for coaching insights
• Flow Integration: Automate post-call actions using transcripts
• Sales Signals Dashboard: Track pricing objections & challenges by rep

Compliance Note: Salesforce never records calls – integrate with your existing system

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Sales Operations Excellence

📊 Forecasting & Planning

• 1-Click Data Prep: Forecasting kit auto-builds Data Cloud models
• Quota Planning 2.0:
  • Fixed column navigation for large datasets
  • Granular export/publish controls
• Incentive Management: Enhanced SPIFF calculation engine

📞 Communications Upgrade

• DID Numbers: Assign direct lines to reps (Caller ID supported)
• Email Matching: AI links messages to correct records
• Outlook Retirement: Transition to new Einstein Activity Capture by 2027

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Partner Ecosystem Growth

🤝 Partner Central 2.0

• Modern UI: LWC-powered components on Aura foundation
• Zero-Migration Upgrade: Preserves existing configurations
• Enhanced Modules:
  • Co-branded deal registration
  • AI-powered enablement
  • Partner performance analytics

Early Adopter Feedback: “Cut portal training time by 60%”

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Critical Updates

❗ LinkedIn Lead Sync
Reconfigure before Summer ’25 to avoid sync disruptions

❗ Activity Reporting
Prepare for retirement of Activity 360 reports

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Getting Started

1. Enable Agentforce: Start with SDR pilot in Sandbox
2. Audit Integrations: Review call recording systems for ECI
3. Train Teams: New Trailhead modules available June 1

“These tools help sellers focus 80% less on admin work and 80% more on selling,” says Salesforce SVP of Sales Cloud.

Download Implementation Kit | Join AI Selling Bootcamp

Which sales productivity feature will you deploy first?

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