PDT1:30 PM – 2:10 PM
Brett Nelson
Director of Solution Engineering
Salesforce
Greg Blausey
Senior Director, Global FINS Product Manager
Salesforce
Deirdre Lee
Senior Manager, Product Marketing
Salesforce
AI is changing banking sales and service, fast. Hear how leading banks grow sales revenue and promote smarter service with Agentforce, and learn how Agentforce can drive these outcomes for your bank.
Outcomes
Goal A
Understand how AI is transforming banking and what it means for sales, service, and the future of workforce transformation.
Goal B
Walk away with proven strategies from two banks that used Agentforce to grow revenue and elevate their client experience.
Goal C
Know the value Agentforce delivers for bankers and clients and how to apply it to your banking sales and service workflows.
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