Still processing the announcements and lessons learned during Dreamforce this year? We’ve got your back. After each action-packed day in San Francisco, a member of the Trifecta team reflected on the day to offer insights and the key highlights. Let’s set the scene:
A CTO, a Senior Sales Solution Executive, and an Architect Lead walk into Dreamforce.
These titles belong to Scott Geosits, Joshua Turner, and Peter Knolle respectively. They are all experienced Dreamforce attendees that are heavily involved in the Salesforce ecosystem. Scott’s technical knowledge and strategic insight gives a well-rounded view of Salesforce and how it can benefit your business. Josh makes waves in sales and is one of the early members of the Salesblazer community. Peter’s Salesforce expertise runs so deeply that he has been granted the title: Salesforce MVP Hall of Famer.
Let’s jump into the highlights from each day of Dreamforce. First up is Day 1 from Scott:
Dreamforce kicked off today with the announcement of Agentforce, which will allow businesses to build autonomous AI driven agents to help automate sales, service, and many other tasks. We are expecting to get more clarity on pricing and availability details in the coming days, but we are excited about how we can start leveraging this with our customers.
The Revenue Cloud keynote showcased a completely rebuilt version of CPQ on core, allowing customers to completely and fully manage their Quote to Cash revenue lifecycle 100% native on the platform using standard objects. Revenue Cloud now includes a revamped product catalog and pricebook management, a new and improved CPQ, contract management, order management and fulfillment, billing, invoicing and subscriptions, as well as consumption based revenue models. Most of these features are slated to go GA by February 2025, and we will get better insight to that tomorrow with the full Revenue Cloud roadmap session.
Data Cloud took a backseat in the keynotes I attended today, but it’s important to remember that Data Cloud services as a key foundational piece of all the new AI-related technologies being rolled out.
And as we continue to hear about AI more and more, data readiness (completeness and cleanliness) continues to be crucial to having a well-functioning solution.
Trifecta experts Peter Knolle and Neal Hobert led a roundtable discussion with about a dozen or so trailblazers who were interested in learning more about Salesforce Commerce on Core.
Tomorrow we are being recognized as one of five Stripe + Salesforce partners and will be attending more sessions about Agentforce, Revenue Cloud, Commerce, Manufacturing and Data Cloud.
To cover Day 2, let’s hear from Josh:
Day 2 at Dreamforce has been an amazing learning experience! I had the chance to dive deeper into Sales Cloud and Revenue Cloud. I’m excited about how Sales Cloud’s AI-driven insights and pipeline automation can streamline sales processes and improve forecasting accuracy. Revenue Cloud’s powerful features around CPQ and billing automation are game changers for driving faster revenue growth and simplifying complex sales cycles.
Brunch with the Salesblazer Community was a highlight! Connecting with like-minded professionals who are passionate about sales innovation was both energizing and inspiring. It’s always great to share ideas with such a supportive community.
I also had the opportunity to meet with some fantastic AEs and RVPs while out here. It’s always great to meet with people in person that you typically only interact with via conference calls. I am excited for the final day of Dreamforce!
Conclusion of Dreamforce with Day 3 thoughts from Peter:
Dreamforce is a wrap, folks! It was another incredible day at, arguably, the most relevant Dreamforce in many, many years. I had a fun, productive, and long day!
My day 3 started off early with the Community Group Leaders (CGL) breakfast at Salesforce Tower, which I attended because I am the co-founder and leader of the Allentown, PA Salesforce Developers Group. The breakfast served was great, but seeing so many other CGLs, including Slack, MuleSoft, and Tableau CGLs and the Salesforce Community’s Managers (employees) was cool. We ended the breakfast with team trivia. Did you know that Slack is an acronym? Do you know Astro’s full name? Editor’s note: Slack stands for: Searchable Log of All Communication and Knowledge! Astro’s full name is Astro Nomical.
The rest of the day I attended some great sessions and visited various product and vendor booths.
The Commerce Cloud roadmap session was very good. There’s a whole lot of innovation going on in Commerce and I love how it is all tied into other Salesforce products like Revenue Cloud and Marketing Cloud. I also attended the Commerce Cloud keynote which showed how easy Salesforce has made it to spin up a D2C site and how AI buyer agents for B2B and shopper agents for D2C can add a lot of value to customers, without a lot of setup and configuration.
I got to chat with some MuleSoft experts about their Intelligent Document Processing (IDP) product which extracts data from diverse formats like PDFs of purchase orders (POs) and puts them into structured data. They have out of the box templates for processing invoices and POs.
The final session of the day was the Developer Keynote which is always very informative and full of goodies each year. The big news is that you can spin up developer orgs with data cloud and the ability to build agents. Also, perhaps not as appreciated as it should be, is that Agentforce for Developers is GA and free!!! This is Salesforce’s AI coding assistant which can save developers a significant amount of time. It is a must for anyone that does any development.
As you can see, I was quite busy consuming so much awesome content and that was only on this one day. The other two days were just as fruitful. I hope everyone had a good time and has safe travels back.
