Unlock the Potential of Salesforce AI

Watch the Replay of AI Masterclass to become a Salesforce AI Expert

🚀 Top Takeaways from our AI + Salesforce Document Intelligence Masterclass

Thanks to everyone who joined us for this insightful session with Lyn and John from d.velop. If you missed it, here are 6 quick takeaways on how to unlock more value from Salesforce using AI and smarter document management:

📌 80% of business data lives in unstructured formats (like PDFs and emails) — bringing this into Salesforce processes can improve visibility and decision-making.

📌 Treat documents like data — with intelligent tagging and search tools, your files become easier to find, use, and trust.

📌 Use AI to save time — automate tasks like summarising documents or extracting key information with natural language tools.

📌 Break down silos — connect your document systems with Salesforce to reduce duplication and improve collaboration.

📌 Go beyond native Salesforce limits — learn how tools like d.velop help fill functionality gaps and simplify complex workflows.

📌 Start planning now — get ready for Salesforce Data Cloud and more advanced AI integration with training and experimentation.

The limitations of Agentforce

Like people, AI engines differ in design and function. Salesforce offers two powerful AI engines on its platform: Einstein, a user assistant, and Agentforce, an automation engine. These Salesforce AI tools are exceptional at providing insights and making decisions based on the data that resides within Salesforce.

But what about the data outside Salesforce? In most organisations, around 80% of data exists outside of core systems—hidden in unstructured formats like files, emails, and documents. Even when documents are stored “in Salesforce,” this information is hidden from Saleforces’ AI engines.

How to enable Salesforce AI to search files and documents

d.velop, a global Salesforce partner and leading provider of document management technology, creates technology designed to unlock the potential of documents and files, saved, stored, and managed by a business. This masterclass will discuss how using a combination of integrated AI engines creates the most powerful solutions, and how automation and modernisation can be achieved with minimal disruption.