Earlier this month, Clarkston attended the 2025 Dreamforce event in San Francisco to explore the latest strategic direction and product releases from Salesforce. The event was centered on Salesforce’s vision for the “agentic enterprise” and underscored that organizations can’t achieve this type of transformation (near or long-term) without a data foundation built on trust, governance, and connected systems.  

Any data that will be utilized by any future agents must be organized (masked where necessary) and accurate to instill trust and reliability and leverage AI in an effective way in your organization. Without this foundation, even the most advanced and trained agents will not be able to provide meaningful insights and efficiency.  

We are excited to share our key takeaways for how Salesforce’s agentic AI vision is shaping the future of professional services firms and enterprise transformation.  

Dreamforce 2025 Takeaways 

In response to feedback from thousands of their customers since Agentforce was first introduced last year, Salesforce announced the Agentforce 360 Platform, a framework of new agentic AI capabilities and tools to make the shift toward an agentic enterprise more attainable.  

Agentforce 360 is centered on five key capabilities:  

1. Controlling agent behavior through natural language and enterprise “vibe coding” within their Agentforce Builder. Vibe coding turns natural language into code. 
2. Providing agents with context from data including unstructured sources like PDFs 
3. Delivering stronger customer experiences through conversational and voice-based agents 
4. Managing agents at scale with their spreadsheet based Agentforce Grid tool 
5. Measuring performance with dashboards and insights  

Salesforce highlighted numerous customer use cases across industries including consumer products, retail, and life sciences to bring these capabilities and products to life. Each use case had the core premise woven in, a trusted, governed data foundation to enable AI-powered agents to realize business impact. The following are case studies highlighted during the keynote: 

1. Control Agent Behavior – William Sonoma is utilizing Agentforce 360 to engage both AI agents and human experts to bring their signature elevated in-store experience to their online sites across all brands. They are leaning on a blend of customer and product data to have their agent “Olive” be able to provide highly customized shopping recommendations, product insights, and cooking tips.  
2. Connect Data – FedEx highlighted that they use Salesforce’s Data360 to unify data across sales, marketing, operations, and customer records to intelligently transport over $2 trillion in commerce. They demonstrated that they are using their integrated artificial intelligence to identify domestic-only customers that had international shipping potential, emphasizing that the information from their packages is as important as the package itself to their enterprise. 
3. Enhance Experiences – Pandora built their own personal shopping agent “Gemma” on Agentforce to recommend products with a story-based feel. The agent has been trained to begin conversations by questioning who the recipient is and what the occasion is. Gemma then draws on available data such as past order history, product attributes, and unstructured demographic research to provide the brand voice of Pandora through their agents. 
4. Manage at Scale – PepsiCo shared that they are committed to embedding agentic AI into every corner of their business and highlighted their recent success within their field service business. With an integration between Agentforce360 and Slack, field technicians are able to upload images during their service call to get recommendations for repairs and even identify opportunities for sales. 
5. Measure Impact – Dell Technologies showcased how they are using agentic workflow automation to speed up supplier onboarding and view metrics in real-time with a direct connection to Tableau. They also previewed that that they are working in tandem with Salesforce to bring more agentic AI solutions across the supply chain. Dell’s use case showed that agentic AI isn’t just suited for customer service or chatbots, but there are opportunities for workflow improvements that can be made by integrating data and processes. 

Closing Thoughts 

Dreamforce 2025 reinforced that AI success begins with quality data, strong governance, and a long-term strategic vision. As organizations move toward agentic and autonomous systems, the need for a clear, data-driven foundation coupled with intentional organizational change management has never been greater. 

At Clarkston, our AI consulting services are built to help clients maintain data integrity, ensure seamless data transitions, and unlock lasting strategic value. Our clients turn to us for guidance on identifying and implementing AI solutions that align closely with their long-term business goals while navigating today’s complex technological landscape with clarity and confidence. 

With our proven expertise, we’re ready to help your organization build a strategic foundation for AI-powered transformation. Contact one of our experts to find out how our AI consulting solutions can further your digital transformation.