Dreamforce 2025: Welcome to the Agentic Enterprise

Dreamforce 2025: Welcome to the Agentic Enterprise showcases Salesforce’s vision for the future of enterprise AI with Agentforce 360 — a unified platform connecting humans, AI agents, and data. It marks the rise of the Agentic Enterprise, where intelligent, explainable AI works alongside people to drive automation, reasoning, and collaboration across Salesforce and Slack.

1. Dreamforce 2025:
Welcome to the Agentic Enterprise
Dele Amefo

2. Dreamforce 2025: Welcome to the Agentic Enterprise

Salesforce unveils the future of trusted, intelligent
automation.

3. Agentforce 360: Powering the Agentic Enterprise

Connecting humans, AI agents, and data on one trusted
platform.
Salesforce’s vision for the next generation of enterprise AI.

4. Agent Script

●A human-readable expression language (DSL) for defining
agent logic and conditions.

●Enables users to author, control, and fine-tune agent behavior.

●Designed for transparency and customization in AI workflows.

5. Hybrid Reasoning with the Atlas Reasoning Engine

●Combines deterministic automation + LLM reasoning.

●Offers a trusted, explainable AI framework inside Salesforce.

●Enables hybrid intelligence — structured reasoning + flexible
language understanding.

6. Agentforce Voice

●Adds real-time speech and transcription capabilities.

●Fully integrated with Service Cloud and contact-center systems.

●Enhances agent-customer interaction and accessibility.

7. Data 360

●Unifies structured and unstructured data within Salesforce.

●Gives agents richer business context across systems.

●Supports data-driven reasoning within Agentforce 360.

8. Slack Integration

●Slack becomes the conversational interface for teams and agents.

●Enables collaboration, workflow triggering, and automation across
Salesforce.

●Connects human teams and AI agents in real time.

9. What This Means
The Agentic Enterprise Vision
●A trusted, unified platform for deploying intelligent, observable AI agents.

●Built for governance, transparency, and compliance.

●Demonstrates Salesforce’s move toward trusted, explainable AI that blends:

○?????? Automation

○?????? Reasoning

○?????? Collaboration

10. Last updated: September 10, 2024
Hands on:
Context Engineering + Agentforce
Lead Qualification Agent with RAG + Guardrails

11. Demo: Lead Qualification Agent with RAG + Guardrails
Scenario:
A sales team wants an AI agent that qualifies inbound leads. It should pull
context from CRM (RAG), remember the conversation (memory), and stay
within strict rules (guardrails).

12. Agentforce context flow

(Topics → Actions → Memory → RAG → Guardrails)

14. User Query
Is ACME a good fit?
Topic
Lead Qualification
Actions
GetLeadData CheckICP
SummarizeLead
RAG
Data Cloud
Knowledge
Memory
lead_name
company need
Guardrails
Scopes
Filters
Adherence
Architecture (Flow)

15. Step 1. Define Topics and Actions
●Topic: Lead Qualification

●Actions:

○GetLeadData → retrieves lead info from Data Cloud (email,
company size, industry)
○CheckICP → Apex method checks if lead matches Ideal Customer
Profile
○SummarizeLead → generates a summary for the sales rep

16. Step 2. Add Memory
●Store key variables from conversation:

○lead_name
○lead_company
○lead_need

●Use a Summarize action so the agent doesn’t reprocess the entire chat,
but remembers:
“John Doe from Acme Corp is looking for a CRM for his 20-person team.”

17. Step 3. Integrate RAG
●Connect Data Cloud → fetches:

○Existing deals with Acme Corp
○Knowledge articles about CRM onboarding
○Past emails logged in Salesforce
Agent can then enrich the conversation:
“I see Acme Corp trialed our CRM last year and asked about
integrations with Slack. Should I mention our new Slack app?”

18. Step 4. Apply Guardrails
●Instructions (per Topic):

○“Do not ask about budget.”
○“Always log qualification notes in CRM before ending the session.”

●Scope: Only access Lead Qualification topic + actions (no HR,
no finance).
●Filters: Only run CheckICP if company size > 5 employees.

19. Step 5. Demo Conversation
?????? User: “Can you check if Acme Corp is a good fit?”
?????? Agent: “Pulling lead info… Acme Corp has 20 employees in SaaS.”
?????? Agent: “They match your ICP. Notes have been saved in Salesforce.

20. Thank you