Dreamforce 2025 Day Three

And last but certainly not least, a key question for every CFO and revenue leader: how are we going to use AI for consistently checking in on the entire revenue lifecycle? Moving beyond just sales activities and looking at the full picture is critical for sustainable growth.

Salesforce has the answer in Agentforce Revenue Management. This is not just a reporting tool; it’s a new, dynamic way of reviewing and managing the complete revenue lifecycle of your business directly within Salesforce with the power of intelligent agents. These agents can monitor, alert, and potentially course-correct issues in billing, subscriptions, and renewal processes, ensuring that revenue leakage is minimized and the business can confidently project and realize its full financial potential.

12:45 AI Sales Agents Secret to success

Sales teams across industries are under more pressure than ever before. They’re constantly being asked to strike a difficult balance between speed and personalization — to reach more prospects, faster, while still delivering the tailored experiences that buyers expect. At the same time, sales reps are spending more than half of their day on non–revenue-generating activities like manual data entry, searching for information, switching between disconnected systems, and trying to piece together insights from scattered sources. The result is frustration, burnout, and inefficiency.

We are now entering a new era — one defined by collaboration between humans and AI. This is not Humans vs. AI; it’s Humans with AI. Artificial intelligence isn’t replacing sales professionals; it’s augmenting them. It’s doing the heavy lifting so that reps can focus on what they do best: building relationships, closing deals, and driving growth.

Traditionally, every sales cycle can be broken down into three core segments: growing pipeline, growing deals, and growing revenue. Yet across each of these phases, reps encounter bottlenecks. They’re forced to sift through huge volumes of unqualified leads, often wasting time chasing poor fits. That’s where Agentforce steps in. This new generation of AI from Salesforce interacts with leads 24/7 — qualifying them automatically and handing over only those that meet key criteria. By doing so, it keeps reps focused on meaningful conversations rather than manual prospecting.

Agentforce doesn’t stop there. It automatically updates CRM records, writes detailed call summaries, and conducts background research on accounts and prospects. It can surface insights about buying intent, competitor mentions, and customer sentiment — helping reps tailor their outreach with precision. Salesforce took user feedback seriously: sellers wanted an easier way to set up agents and see value quickly. The result is a complete reinvention of Sales Cloud for the agentic era, where setup, customization, and integration are smoother than ever.

With Agentforce, sales professionals can instantly see which opportunities are most promising and why. They get clear summaries of accounts and actionable recommendations to prepare for calls, cross-sell and upsell within their book of business, and identify the next best action. The platform generates to-do lists and action items, creates tasks automatically, and keeps the pipeline fresh and accurate — all without manual input.

And when sellers want deeper insight, Agentforce becomes an on-demand coach. Reps can ask questions like, “What were the customer’s main concerns about cost or budget?” or “Which features did they respond positively to in our last demo?” The AI will surface nuanced context and relevant history, arming the seller with everything they need for a smarter follow-up.

All of this comes together in a unified experience powered by Salesforce Go, ensuring that every update, insight, and next step is transparent, synchronized, and accessible from anywhere.

The result is a complete reimagining of how selling gets done — one where humans and AI work hand-in-hand to accelerate pipeline generation, streamline deal progression, and maximize revenue outcomes.

The future of selling is here with Agentforce — where every rep can sell smarter, faster, and more personally than ever before.

1:30 PM – 2:20 PM: Life Sciences Keynote: Moving the Needle with Agentforce 

Salesforce Life Sciences: Agentforce Accelerates the Molecule-to-Market Journey

Salesforce articulated a profound and powerful goal at Dreamforce this year, emphasizing that the ultimate mission of Life Sciences is to rapidly and reliably take safe medicine from clinical trials to commercial results. In a new, digitally demanding, and compliance-heavy post-COVID world, the challenge is accelerating this timeline while ensuring strict patient-centricity. So, how exactly is Salesforce blazing an AI-powered trail to lead these complex, high-stakes results?

Let’s start with one important affirmation that Salesforce was clear to make: Salesforce was always in the life sciences! They have deep roots in commercial engagement and patient services, and this announcement simply amplifies that commitment.

It was perhaps not a surprise to many that the foundational Life Sciences Cloud is now rebranded and powered by intelligent automation as Agentforce Life Sciences. This transition signals the shift from simple automation to goal-oriented, agentic AI.

Agentforce Life Sciences is fundamentally shaped by insight and unified data and is engineered to turn that insight directly into compliant action. The platform connects fragmented data across research, medical affairs, and commercial teams on a single platform. This unification is the critical foundation that allows humans and agents working together to provide deep, contextual life sciences insights for human interactions. The AI agents are now capable of automating complex, multi-step tasks like patient matching for clinical trials and real-time compliance monitoring, providing critical context that frees up human specialists to focus on meaningful engagement.

A compelling demo beautifully illustrated the power of Agentforce Life Sciences by showing a Doctor how she can use the platform. In this scenario, the doctor can instantly generate a personalized, high-adherence treatment plan for her client with limited mobility. The platform leverages unified patient data to recommend appropriate home-care services, automate scheduling for required follow-ups, and monitor adherence signals—all while ensuring every step remains fully compliant and optimizing the path to positive patient outcomes.

2:30-3:20pm EDT Health Keynote: Healthcare that Moves at the Speed of Life

The healthcare industry is evolving faster than ever — and Salesforce is leading the charge with Agentforce for Health. From improving member experiences to reducing workforce burnout, Agentforce is creating a new standard for connected, personalized care.

In this session, Salesforce showcased how healthcare organizations like CVS Health and University of Chicago Medicine are leveraging AI to transform the patient journey. Here’s what we learned.

Member Experiences That Actually Make Sense

One of the biggest challenges in healthcare is navigating the system. Patients often know what they need, but websites and phone systems have a lot of noise and make it frustrating to find care. Agentforce changes that. For example…

• Integrated Service Console: When a member calls, the agent pulls up all relevant information immediately. This allows call center reps to answer questions in a meaningful, easy-to-understand way.

• Digital Experiences: CVS is extending this approach to mobile apps and digital channels, meeting patients wherever they are.

CarePass: Personalized experiences powered by AI — educational materials, nutrition guidance, and tailored care suggestions — help members understand and manage their health. Importantly- and I really appreciated this statement- “AI enhances the human touch;” it doesn’t replace it. Such an important thing to keep in mind.

AI as a Partner, Not a Replacement

Agentforce is designed to work alongside humans, not instead of them. Here’s how:

• AI handles routine, repetitive tasks like appointment scheduling, benefits verification, and referral updates.

• When more complex situations arise, it escalates to a human team member.

• By handling the repetitive work, AI frees staff to focus on high-value patient interactions.

This combination of humans plus digital labor is already helping reduce burnout and stress on healthcare teams while improving service for patients.

Predictive, Personalized, and Proactive Care

Health Cloud, with Data Cloud layered on top, allows for predictive and proactive care. Agentforce can:

• Serve patients faster by anticipating their needs.

• Personalize every interaction using real-time data.

• Allow patients to reach out 24/7, day or night, ensuring care is convenient, timely, and consistent.

The goal? To know what a patient needs before they even realize it — and provide it in the way that’s easiest for them.

Workforce Support and Burnout Reduction

Agentforce isn’t just about patient experience — it’s about supporting healthcare teams:

• Automates administrative tasks, reducing repetitive work.

• Gives care teams time to focus on complex scheduling and coordination.

• Supports 24/7 patient access, helping teams manage demand without additional headcount.

Top 3 Healthcare Use Cases for Agentforce

1. Automate the Routine, Assist the Complex
   Routine interactions handled autonomously; complex cases guided intelligently.

2. Data-Driven, Personalized Experiences
   Real-time access to patient data enables meaningful, human-feeling interactions.

3. Scale Service Without Scaling Headcount
   AI extends team capacity, speeds up resolution, and maintains quality even as demand grows.

Key Takeaways

• Agentic AI is about convenience and proactive care, not just efficiency.

• Humans + digital labor = the most powerful approach to transforming healthcare.

• Security, governance, and interoperability are critical for success.

• Predictive, personalized experiences can dramatically improve outcomes and reduce administrative frustration, increasing the number of people who are helped.

Salesforce’s work with CVS Health and University of Chicago Medicine shows that the future of healthcare isn’t just digital — it’s human + AI working together. From helping individual patients like Charles schedule appointments to enabling public health teams to respond to outbreaks in real time, Agentforce is creating a system where patients, providers, and care teams can all thrive.

The message is clear: healthcare at the speed of life is possible when technology and human expertise are seamlessly integrated.