Unlock the Potential of Salesforce AI

Join our next Masterclass to become a Salesforce AI Expert

Join our next Masterclass to

• Deepen your understanding of Salesforce AI solutions
• Explore the limitations and powerful extensions available
• Learn how to maximise the value of Agentforce with third-party apps
• Build your skills to advance your career and boost your promotion prospects

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.

Join our Masterclass to boost your Salesforce AI knowledge

In our next ‘Become an AI Expert’ Masterclass, John Rockliffe from d.velop software will explore how the d.velop add-in for Salesforce helps unlock AI’s potential by enabling AI to become aware of the files and documents linked to Salesforce records.

Join us on Thursday 17th July at 2pm GMT to further enhance your AI knowledge and skills and become an AI expert .