Agent Focused
In an era of agentic commerce, the real opportunity is using intelligent agents to orchestrate how revenue flows across systems, teams, and user experiences.
Drawing from hands-on experience leading revenue operations at Year Up and driving omnichannel growth at Mattress Firm, this interactive session explores how organizations with vastly different missions can use Salesforce Agents and Agent force to unify how money moves—without flattening the unique value of each revenue stream.
We’ll explore how agent-driven automation can:
• Reduce manual friction by deploying Salesforce agents to handle routing, validation, renewals, and exception handling across the revenue lifecycle.
• Use AI-powered decisioning to create consistent, human-centered experiences across every touchpoint.
The session stays practical and participatory. Attendees will map their own Agents, identify redundancies and gaps, and explore where agents can replace brittle workflows with intelligent orchestration. I’ll walk through a live example using a fictitious company, demonstrating agent design, prompt engineering, custom instructions and quality-control patterns that ensure AI enhances revenue integrity.
Ultimately, this talk reframes monetization from back-office administration into experience design. Because whether you’re a mission-driven nonprofit or a global retailer, sustainable growth happens when your systems, agents and users finally speak the same language.
Audience-End User
Audience-Leadership
Audience-Non-Technical
Format-Breakout (40 minutes)
Level-All
