PDT11:00 AM – 11:40 AM
Philip Dean
VP Global Technical Support
Smarsh
Kristi Scott
VP, Client and Service Enablement
Datasite
Jordan Machock
Director, Solution Engineering
Salesforce
Claire Sparks
Head of Portfolio & Technical Initiatives
Formula One Management
AI is making service reps faster and smarter — but what does it take to get there? Service leaders share their playbooks, real results, and lessons learned.
Outcomes
Goal A
Spot what separates AI pilots from scaled success in real service organizations.
Goal B
Learn the playbooks service leaders used to measurably boost rep speed and quality.
Goal C
Anticipate and mitigate the most common obstacles to AI adoption in service teams.
0 Margin for Error: 10 Data Quality Requirements for AI
Theater • Intermediate
Wednesday • 9:00 AM – 9:20 AM
10 Agent Architecture Patterns from Salesforce Headless 360
Breakout • Intermediate
Wednesday • 1:30 PM – 2:10 PM
10 Hours to 30 Minutes: Closing the Execution Gap
Breakout • Intermediate
Thursday • 9:30 AM – 10:10 AM
2026 State of Email: Best Practices in the Agentic Era
Workshop • Beginner
Wednesday • 4:00 PM – 5:00 PM