Transcript
0:00 industry guiding it all right from our Slack headquarters building. We watch you every day. >> We're watching it from you. >> It's all good karma, isn't it? And we're watching you doing an incredible job. You become the number one AI in the world. Three times larger than the nearest provider. It's been amazing to be partnered with you. It's all been very karmic and kismmet and good. And one of the things I have to ask you before we get into the interview, I want to talk to you about AI force. I want to talk to you about cloud force. I want to talk to you about how you're running your own business, but wow, you wrote, you know, you I mean, everything from your first essay that you wrote, you know, about Loving Grace to to the essay this weekend on pacing has been incredible, but give us your state of the AI industry and pacing and where your mind is right now. Yeah, I I think it's maybe easiest to explain it by an analogy. So, let's say you're running a car company and another car company, not yours, they have some kind of safety incident, right? Something goes wrong with the brakes, you know, something with the manufacturing. Now, you believe you have the best safety record in the industry. What do you do? How do you approach it? Obviously, it's very tempting to attack your competitor and say, "These guys are unsafe. We're safe." But I think the more responsible way to respond to it is to say, "Hey, first of all, let's look let's look at our own record, right? We may not have had this big high-profile incident, but I'm sure we're not perfect. Let's look at everything and we can always be better. Let's make our practices better.
1:29 let's recommmit transparency. Let's invest more in safety. Then let's organize the rest of the industry and say, what can we do to set standards for everyone? What can we do to make everyone's standards better? And then finally, there should be an international component to it. And and that's essentially the the three-step plan that I laid out that I laid out in the essay. the the first of which we committed to and the the others of which we're going to have a dialogue with the rest of the industry about and I think I think that's the way to lead the industry forward to set an example to say that everyone can always be better.
2:06 Let me ask you a question Daario. You know it's been amazing what you have been able to accomplish like I said but there are a lot of surprises also that you have gone through. So you know just tell us what has been your biggest surprise over the last decade and you know you've obviously been heads down in AI now for 10 years really in earnest. What's your biggest shock about where we are right now? you know it's it's been the pace of the progress not just of the technology but of the economic side of it. So we you know I formulated the scaling laws along with some of my co-founders which tell you that AI models get smarter and smarter the more compute you throw into them. And so we had a prediction of just how capable these models would be. But I think what we didn't appreciate is that it would lead to these companies growing so fast to all these incredible, you know, products that we're working together on and you've been talking about today and and how quickly they would become central to everything that's going on in the world, right? I just watched the talks before that where, you know, you guys talked about MCP and co-work and claude skills and these are all new things that people are just beginning to use, but they're being adopted so quickly because the economic value is so is so great. So, I' I've just been surprised that such a pace is possible in the business world.
3:26 >> Well, I'll tell you at Salesforce, we are huge co-work fans and also when I was in Europe, I met with so many customers who are co-work fans. It's incredible what you've done with the product. I noticing over your shoulder here you've got a few Salesforce alumni behind you who are helping you to run your company which >> you train them well Mark you train them well >> trying to do my best to help the whole industry you know >> I measure myself by how many CEOs cos and CRO's or in other companies that all came from Salesforce >> you you do a fantastic job of that no truly truly you do >> thank you but what I want to say is this I I want to say, you know, yes, we're have to keep our eye on the pace of AI. You know, it's been amazing what's happened over 10 years. No one could have written the story. Now, these interfaces are truly amazing. The demo we just saw is remarkable. I think every customer here wants to have that same interface on all of their systems. Everybody wants to unlock the trap value. You know, what what is your kind of recommendation for everyone in this room and the virtual room? Obviously you can see we have 10,000 people all over this room but 10 million joining us online you know what actions do you want us to take? Yeah.
4:44 So, you know, I would I would just say when I look at the technology versus how much it has diffused, even if we freeze the technology in place, which we're not doing, pacing the frontier is not not doing that at all. The technology will keep getting better. But just suppose we freezed it in place. Even if that were the case, we're making use of maybe only 5 or 10% of what the possible value of the technology is. So, I'll I'll give you just an example that relates to what we're doing together and to the CCO you just you just pointed at, which is that Paul you know, every day now he he wakes up and if he wants to look at, you know, our our head go to market prospects, he still uses Salesforce, but he uses Salesforce with Claude. He talks to Claude using Salesforce's data about, you know, what are the what are the 10 biggest deals we're doing this week?
5:37 What are the 10 deals we're most likely to lose? what are the themes in those deals? How do we win those deals? You know, just just making use of all the information fluently with Claude and and it's it's really incredible and and the fraction of people who have seen this and seen that this is possible is still small compared to those who could gain utility from it. And so there is still so much diffusion left to do. Well, we are really excited to wake everybody up at the show to show people what the possibilities are for the future, how we're going to show them that data layer, which as you know, I think is really critical, the having that grounding of the data. We've talked about that so many times, the application and semantic layer, giving it the AI even more intelligence capability, the agentic layer that you've really have helped pioneer, and now this incredible interface layer, and we're so excited that the first one is on co-work. Congratulations. Well done.
6:30 We're going to do incredible things. You're doing a great job. Thanks for everything you're doing for the whole industry. We're so grateful to you. >> Thank you for having me. >> Really thrilled. Thank you so much. >> All right. >> And thank you for coming to Dreamforce. Please thank the anthropic team. Where am I going? And now, please welcome back from that brief intermission, Patrick Stokes. Give him a hand. >> All right. me again just for a minute. Okay, so I think you can see how special this is.
7:05 And what I really want is for you all to go out and feel it. You know, Daario was right. When you start using Salesforce with an agentic interface, the amount of value that you get from Salesforce just explodes. It's an incredible experience. Okay, so we've talked about AI Force. It's time to talk for a few minutes about Agent Force. You know, Agent Force has been this incredible platform for us. I think I was the one launching it maybe two or three years ago. I've lost track of time right up on this stage.
7:36 And then in that time, we have over 30,000 customers on this platform. We're doing 7 billion AWUs. We've been adding more and more to it like agent script and voice which are GA now. But you know, we've kind of learned something as we've started putting this out. This is built as a platform. So any of you can come and build your own agents. But what we learned is that building agents, it's actually kind of tricky. Building with a probabilistic system is a new muscle, is a new skill that we all have to learn. And so we wanted to solve for that. So this year we have been hard at work building out ofthebox agents that sit on top of agent force that anyone in the organization can go and implement and deploy. Anyone, not just it, but your business users as well. And that starts with agents like Hunter. Marcus talked about this a little bit. Your outbound sales agent out there responding to your to your leads, hunting them down and trying to turn it into real pipeline or Piper, which you're going to see in just a moment, which sits on your website, responding to questions that all of your customers might have. And then of course, we have Casey. When you need to get help, you can go see Casey right now on help.salesforce.com.
8:50 You can deploy this on your own website so that your customers can get help. But your customers aren't the only ones who sometimes need help. Sometimes your employees need a little bit of help as well. And we have page for IT service and HR service. So if your laptop breaks, you know exactly where to go. And as Mark pointed out, we're incredibly excited about our allnew customer agent, Finn, which is just an incredible agent. I hope you get down to the campground to see Finn. And now to bring Agent Force and all of these agents to life. I'm incredibly excited to her first Dream Force mainstage appearance. I think you're going to like her. Please welcome Katie O'Neal.
9:30 >> Thank you, Patrick. Semens is a global leader in industrial AI. Their technology powers buildings and factories and transportation around the world. Over the last decade, Salesforce has really become an integral part of how they run their business. And today they're driving success with Agent Force, a family of agents working together across the business. And we're going to show you these agents in action. So let's dive into a demo. We're going to start here on the Seaman's website. Now Semens, they rely on a global ecosystem of partners to bring their technology to their customers. But when one of those prospective partners arrives on the website, they could be left searching through pages, filling out static forms, and ultimately waiting for someone to get back to them. That is potential revenue slipping through the cracks. But Piper changes all that.
10:22 Piper is Seaman's inbound pipeline generation agent. You can think about her like their newest employee on a single mission, converting inbound buyers into quality pipeline. Piper, she is always on. She is super easy to implement. Every customer goes live in 45 days or less. And she is working 24 by7. So let's jump in. Let's engage with Piper. Welcome back. How can I help you today?
10:54 Hi, thanks Piper. I got an email from Seammens about becoming a distribution partner. Can you tell me a little bit more about the program? >> Absolutely. Based on what I know about your business, I think there could be a strong fit with Seaman's industrial automation distribution partner program. I pulled together a quick overview based on what's most relevant to your business. How incredible is that? Piper knows who I am because I clicked through an email. She's grounded in the context of Seaman Salesforce, so she knows everything about my role and my company.
11:27 Combine that with all of her knowledge of Seaman's messaging and positioning, and Piper just spun up a super personalized presentation just for me in seconds on the website. This is the dream. and you have a hot buyer and Piper is ushering them along in their journey. Now, this has piqued my interest and I do want to take it one step further. Thanks, Piper. What would the commercial model look like for a distributor of our size? Great question about the commercial model. It's definitely worth exploring in more detail. Let's get you in touch with a seaman's representative who can walk you through it. Go ahead and pick a time that works for you. Feel free to pick a time that works best for you.
12:07 Okay, so Piper knows that a question around commercial signals buyer intent. Combine that with my account context. Piper knows that right now is the time to bring in a seller. So she looked inside of Salesforce, saw that Ryan Smith is my aligned account executive, and in just a few clicks, I can book that time. Boom. Pipeline was just created. No forms, no waiting. Piper just generated quality pipeline for the seaman's business. That was totally incredible. Now that's one area of the business where agents are going to work.
12:39 Let's expand Seammen's digital workforce. Let's talk about another agent, an entirely different area of the business. Supply chain. For Seammens, something like supplier onboarding, it is a process that can take days. A single disruption, it can cause a huge domino effect that creates production delays and it can cost a company millions. But that's what we're solving with Marshall, our operations agent. Marshall is going to take that entire onboarding period from days and bring it down to just hours. And here's how. All we have to do is give Marshall the name of a supplier and he's going to go to work in the back end. We're here in Slack, but Agent Force meets you where work already happens. So, if you work out of email or Microsoft Teams, Marshall will come find you in those channels. Now, you're watching Marshall go to work. He's doing things like collecting information. He's reviewing documents. He's even going to pull in a person when something needs human review. Now, here you're watching, he's getting through the majority of it, but if you'll notice, there's one area where he's getting stuck, and that's actually creating the supplier inside SAP. And in fact, this is where majority of AI projects hit a wall, which is actually getting your agents to work inside of back-end systems. So today we are so excited to announce new capabilities with Marshall that is going to do exactly that and let's show you. Now as Marshall jumps in these backend systems the first thing he has to do is he has to learn he has to learn this process of supplier onboarding. It is not a trivial process. So we'll give him access to an SAP sandbox. You can think about a sandbox like a classroom. It's a safe learning environment where Marshall can go through and safely learn this process without touching production. You're watching him do things like learn where to click, which fields are required. But he's not just memorizing those things.
14:34 He's using LLM reasoning to really understand the business rules behind that process. So here, for example, Marshall will learn that a US supplier actually needs an additional form before they can continue onboarding. Now this whole process of learning, this is what would take a new employee weeks to learn. But Marshall, he just learned it in 90 minutes. And what does he do with all these learnings? Marshall will package them up, create a library of trusted actions, and that is where AI reasoning becomes deterministic execution. What does that mean? It means when it comes time for something like supplier onboarding, Marshall's not just improvising. Marshall is executing against the same set of trusted actions every single time. So you know you can rely on him. Okay. So we just watched Marshall learn this entire process of supplier onboarding. Let's put him to the test. Let's see him go to work. Now in this next part of the demo, I do want to direct our attention over to Gus, our demo driver. Gus, give everyone in the audience a quick wave for me. But actually, Gus, wave with both hands because look at this. Gus is actually completely hands-free in this demo. Gus is enjoying his cup of coffee while Marshall goes to work. Look at this.
15:50 This is incredible. Marshall is in SAP. Marshall is updating every single field completely autonomously. This is incredible. This is where agents are at their best. Repeatable work that has to be done right every single time. Now, back over in Slack, all your employees are going to see is that this supplier has now just been created, has been onboarded, and is activated. And if something inside SAP changes, no problem. Marshall will go back into that classroom. He's going to relearn and adapt. And that is trusted process automation. That is how Semens is putting agents to work across their business. That's how they're using Marshall to take supplier onboarding from days down to just hours. That is how they're using Piper to generate quality pipeline. This is agent force.
16:41 This is your digital workforce. We're here at Dreamforce. We are so excited for you to get hands-on. We want you to walk away with your own family of agents. So, come find us in the learning labs. And for now, Mark, I will pass it back over to you. >> All right. How about a huge hand for Katie? Great job, Katie. Well done. Great demo. Well done. Fantastic. Amazing. Katie came from our qualified acquisition. Qualified team, stand up and take a hand. Qualified team Piper, amazing what you have done. Built Piper, great job.
17:13 Great. Great job. Okay, my friend has come from Munich, Germany. I was just with him. Welcome, Roland. Fantastic. Great. Nice to have somebody my size here. Yeah. Yeah. People don't know my family's from Boden Boden and Bavaria. So, you know, we we have a lot of fun together. We've known each other for a long time. We're so grateful to have you as part of a Salesforce Ohana and your first Dreamforce, isn't that right?
17:44 Amazing. >> It is. >> What's your What's your initial experience at Dreamforce so far? >> I love it. You throw a great party. Great people. And Katie, thank you very much. Great job. And and I'm so happy to learn that you share talent. >> Great. Well, we're just starting. We're just starting. We're just starting now. Okay, Roland, give us your vision because you understand, you know, these deterministic layers, but also these probabistic layers, how AI works in the enterprise. You're building products yourself. Seammens is an incredible company. You know, you built some of the best, most exciting technology across every industry, whether it's industrial or even healthcare or energy. It's amazing. I think you know all of us at some time of our life or found ourselves in a seaman's CT scan or seeing how you huge energy plant that you have built.
18:35 it's amazing what your company does. So give us your vision you know of how you see this technology impacting seammens. >> Well I mean you said it we are we are building the real stuff. every third manufacturing line in the world is automated with semens technology. we every other electron is touched by seammen's technology or controlled by it and so on. So in short what we do is we combine the real and the digital world in the age of AI. So we build the real thing this is the hardware part but we also build digital twins of the real world which behave really like the real thing. So combining that is the huge potential and I is accelerating. So we talk about industrial AI and you phrased it perfectly. This is bringing a probabilistic technology into a deterministic world. Hallucination does not really work on the shop floor as you can imagine. So and and that's the exciting part about the journey which we started. I mean you know that Salesforce is the backbone for how we serve our customers in selling in in maintenance service and the like and onboarding of I mean we have 120,000 suppliers 65,000 partners and we count so that's that's huge but we don't stop there so you are the single source of truth for customer the enterprise AI with our technology with team center this is the backbone for products the products, the parts in it, instructions for manufacturing for service, the single source of truth of the product. Now we bring that together.
20:15 So the enterprise AI meets industrial AI and that helps really our sales guys, our service guys to serve our customers much much faster and better. We basically we give an a virtual engineer next to each sales rep or service rep. And that's just the start. I mean Dario said it even if the models would not change from now on. I mean they didn't see most of the industrial data yet and this is really the where the real world kicks in and makes a big difference.
20:44 >> Yeah, that that is a key point. I I want to ask you to that point. You and I have talked for years and years because you helped us build this amazing children's hospital which is a few blocks away from here. So, one of the things we've always thought about is the CT scanner is going to be not just kind of, you know, it's going to be, I would say, more intelligence, more of a diagnostic device. It hasn't exactly happened, right? Radiologists are still in the loop. Even though Jeffrey Hinton said in 1995, we're not going to have any more radiologists. We have more radiologists today than ever. Tell us how is AI and and that world coming together? I know you've thought about this exhaustively.
21:21 >> Yeah. So the thing about AI is you come from a world where you just have a co-pilot somehow helping you in really embedding AI technology really deeply in your workflow. you have to rethink the way the way how you design products, how you produce them and how you operate them deeply. It changes user interface. I mean you you said it perfectly. it changed everything and the whole process behind the big thing in that particular case is data fusion because currently I mean it's it's we're already there to analyze CTMR scanners with an AI agent to really help the doctor the doctor is obviously finally in the loop but if you fuse data from least blood diagnostics from your scans even the medication you get this makes the way how you treat people or how you actually act before a disease strikes. U bringing them completely to the next level by the way eating habits does its own. I want to ask you one critical question is this Rowan when you think about your vision for your company or for all your companies you have such a portfolio of companies now over the next year call it what's the biggest change you think that your customers will begin to see >> they will see that a new superpower which is a channel purpose technology will change everything what we do the way how we design products the way how we manufacture and the way how we use them and that happens Dario said it in an unprecedented speed.
22:58 >> It's great to have you at Dreamforce. >> Roland Bush, welcome. So glad to have you. Please welcome him. Thank you so much. Great job. >> Okay, Maryanne, take it away. >> Thank you, Mark. >> We are all here at Dreamforce to answer one big question. Will AI actually work for my business? You know what is at stake? A lost customer, a missed quarter, your reputation. You know, generic AI is basically like a amazing race car with absolutely no wheels. But the customer 360, well, that is the wheels and the steering wheel. Why?
23:38 Because of all of you. You have for the last 27 years put all of your business logic, your data, your processes right inside of Salesforce. And the customer 360 brings all of that alive. And then what we did, we took that amazing foundation that you built and we built on top of it. Our product team has been working so incredibly hard innovating every single cloud. We've completely re-energized every single business and we put agents and AI at the heart of it.
24:10 Now, I know that we have 1,600 sessions, but I have nine super favorite features that I want to walk you through. So, are you ready? >> All righty. Let us start with sales. What's the absolute best thing about SalesCloud? Well, it is Hunter, of course. And sorry, Patrick, but the best part of Hunter is not just that it's all new and it is an outbound sales agent. It's that it is built with your data vendors included. What does that mean?
24:39 Yes, Zoom Info, Demandbase, Apollo, your data vendors are built right in. That is amazing. This agent has everything. But I am now on ServiceCloud and my family, well, we are kicking butt because Seass is going live in October. Now, this person is looking at me wondering why we're putting cats in the ocean. Customer sorry, contact center as a service is important because it's your contact center. It is your telefan. It is your CRM as one system. Every single person needs this. Why? because you don't want to think about technology. You want to be focused on your customers. I think I hear angels singing no more tool stitching ever again. And what about marketing? Well, marketing is crushing it. And they're all new campaign agent. It actually builds and iterates campaigns by itself.
25:36 Now, how many marketers love manually building 500 campaigns in the middle of the night before Dreamforce? Yay. No one. So, I am sorry. The midnight snack business is now officially closed. Marketing Cloud is really taking us to the agentic future. And the new commerce cloud, well, it has a shopper agent, which frankly is way too good. I had one conversation and then I ended up with 10 outfits for this keynote because it looked at the shipping information, the inventory. It even made me backups for what I was going to buy. So, I said yes to the dress and then to the suit and then to another dress. Thank you, Commerce Cloud. And if anybody here has people who are fixing things, physical things out in the field, well, you know that field service is where it's at. And the best thing about field service is voice to text. Now, who loves taking off their gloves, using greasy fingers, touching a phone while you are doing the job? Well, with voice to text, you have no hands that you need to use. You can give more paperwork without your hands.
26:43 You just speak and the form literally fills itself. That is amazing. Okay, now hold up. We just launched it and HR service last year here at Dreamforce. I happen to run this business, so I'm not allowed to pick favorite children, but if I was, my favorite child would be our brand new CMDB. Why? Every single IT organization knows that the CMDB, it is the brains of your organization. It's how you map your asset. And ours, well, it even updates itself. You're welcome.
27:18 And with Revenue Cloud, what's Revenue Cloud? Well, of course, it's quote to cash. And the allnew renewals agent, I absolutely love that it automatically figures out what accounts you need to go reach out to, and it even does the upsell. That is amazing. Anyone found their favorites yet? Keep watching because now we have Tableau. Tableau gives you a semantic understanding of your entire business that's live for your teams and your agents. And what is even better than that? Well, proactive intelligence is better than that. Who wants to know the story without even having to ask for it? Thank you, please.
27:59 And then there's industries. Every single one of us, we run our business inside of an industry. There are regulations that maybe aren't just ours, but our regulators. The industries team is amazing. They have packed all of that into industry. So that knowhow is built into Salesforce. You can do what you want and make sure it is compliant every single time. And I'm going to steal this phrase from Miguel, but we have an embarrassment of riches. There are over 500 agents and actions built right in every single industry, every single sector. So, if you were wondering, dive right in today. You just saw the amazing reimagine customer 360. It is on fire.
28:44 This is amazing. So, as you can tell, I'm a little obsessed with product, but what I love more than product is I love the people I get to work it with. So, Rohan, can you stand up? Rohan just joined us. He is our new president of platform and engineering. This is his first Dreamforce. Everyone, >> thank you. Marianne, >> can you tell us what you're working on? I've heard you have an amazing announcement for us. >> Oh my god, it's it's amazing. You know, it's for the last 3 months, you know, I've traveled around the world, you know, met a lot of customers and one consistent piece of feedback that I've heard from everyone is that they want a choice for AI.
29:24 >> Awesome. They they essentially want they pick the AI model which is best in terms of price performance for the outcome that they're seeking. >> That's awesome. >> And given that feedback, I'm so excited. Are you guys excited to introduce KA Salesforce's first CRM reasoning model for customer 360? You know, it's interesting. You just step back and think about 27 years of product innovation in CRM, deep understanding of the customer scenarios and almost a decade plus of AI and data research. All that learning and all that value is gone into Korea. You know, COA is designed to support longunning agents that execute multiple tasks and complete complex outcomes. So, think about a sales agent that's trying to figure out the next best step to take to actually pursue a complicated but a very valuable sales opportunity. Co can help with that. Think about a service agent that's actually figuring out the next best step to take to handle a complicated customer case, a customer support case to get the customer to the right place. KA can help with that. You know, as a part of designing KA, our commitment to customer trust has always been maintained. It's something that's extremely important to Salesforce. COA has always been trained just on synthetic data built and extending Neatron from Nvidia, another phenomenal company, right? And the reason that's important is because our commitment to customer trust has been carried forward. Not a single bite of customer data was used. We can't wait to see what you build with it. And to talk about where we're going with this incredible partnership, let me hand it over to Mark. All right, great job.
31:10 Please welcome Rohan Kumar. We're so excited to have you, Rohan, as our new president of engineering and platform, but we are especially welcome. Please welcome Jensen Wong, the CEO of Nvidia, is here. Jensen. WOOHOO. >> Great to have you, Jensen. Thank you for being here. >> We all have to learn how to walk and talk at the same time. How are you guys doing this? >> Jensen, we can do that. Do you want to?
31:42 >> Yeah, let's walk >> here. Come on. Let's walk and talk. I'll do I'm going to do the training myself. Jensen, >> I I have a hard exciting thing to be able complete sentence. >> You have to take a left now. >> All right. All right. >> So, Jensen, congratulations on everything that you are doing for the whole industry. The GPU, it's a huge success. It's transformed everything. You're sitting next to David Kirk on our board who I think was at NVIDIA for a while as well.
32:08 >> That's right. Love David Kirk. >> And now give us your vision of the future. You know, where are we going? Because of course you've got these critical components. You've got the GPU and now you've got the number one open-source platform in the world that companies like ours can fine-tune. You know, how do you think this can go ahead? We can go this right here. Do this. >> Well, you had to stop so you could think. I could I could do this all day.
32:35 >> And and so so first of all, as you know, we're going through a new industrial revolution. Just as a few hundred years ago, >> yeah, we could even go right down this aisle. Everyone will be thrilled. >> With with with electricity, we could power everything, with the internet, we can find. Now, >> you have to look into that camera while you're talking. >> With internet, you can find anything. And now with artificial intelligence as an infrastructure layer across the planet, we can know everything and do anything. And so this this layer this layer you want to go this way.
33:09 >> Sure. This layer. See, now you got it. You got >> Yeah. This is good. >> Training has come to a complete. This is this is good. This is good. >> Yeah. And so so now that that's the first part. Now the work that we do together what we see is that every comp every company every enterprise every country would become an AI company. Everybody would be you're an AI company. I'm an AI company. We're going to have it's going to be an agentic enterprise.
33:36 And so what we did was we said, "Listen, we took the GPU and we evolved it into these giant systems that are now essentially full stack AI factories." And so just follow me. >> I You've got this now. You've got this >> Jensen. We're all following you, bro. >> >> All right. I I we we got this. We I got this. And so so listen. So what happens is we evolved our company from a GPU company to an AI full stack AI infrastructure company. We build out these giant systems that are essentially AI factories that turn electricity that turns the data that all the that are stored in all the enterprises and we turn it into intelligence and I was just amazed that the way you were doing it was I was kind of did you read that? I don't think so. I you guys were just doing it. So anyways anyways so what we did was we created this full stack AI factory and then on top of it we said listen how can we turn every single enterprise into an agentic enterprise and so we did several things.
34:47 The first thing that we did was we created the frontier AI models. Neotron is for language but we also lead five other frontiers. Neotron now you guys are going to make me nervous. And so we have we have Neotron. >> You can also pause and just stop. You can pace, pause, >> go forward, >> no, >> whatever you want to do. >> We're going to cover everybody. >> Is that a metaphor for the AI industry? Do you think >> we can go anywhere?
35:13 >> And so, so the first thing is Neimotron is a language model. Cosmos is a world foundation model. It's at the frontier. It is the frontier. Alpha Mayo for navigation systems, autonomous vehicles for example. we have Bionmo with a proteina complexa at the frontier of protein models. Incredible. and then of course Groot, our human or robotics models. And so we're at the frontier of these models all completely open. That's the first thing that we did. The second thing we did was create an agentic harness system. It's completely open.
35:43 You could you could put your model inside of it, create amazing harnesses around it and the runtimes that do it. And then the third thing super important is this thing called open shell. It is the world's first secure secure sandbox but also secure runtime. And so that you could deploy these agents at scale across enterprises safely. And so these are the things that we did and now we can turn every single enterprise, every single company into an AI company. And of course we believe we see a future where the world uses closed models, but every company would also be able to build their own private models, your own customized models, which is the the work that we're doing with you guys.
36:26 Salesforce is going to be an AI company. Jensen, we have been seeing an incredible de debate for the last day on pacing and safety and the future of these models. You've had some time to think about what everybody is saying and kind of bring it all down to us and explain, you know, how do you see that? >> Well, safety is paramount in a lot of ways. It's job one. However, safety is an engineering problem. We're developing software after all. We're developing computing systems after all. It's complicated computing system but it's ultimately a computing system and so so the first thing is to make sure that we create the test environments for testing these complex systems and those test environments have to be built in a good way built in a safe way and then the second thing is we have to test these products if we're if we're not confident about the safety of the products like all companies like you and I any any com all the companies here if you build a product or a service and you're not confident in its functionality, capability, or safety, then don't release it. And so that's a very obvious thing to do. You pace yourself until you are confident you're releasing something that the market would appreciate. The market forces are already there. We don't need any new laws. We don't need new regulations.
37:47 we just need companies to decide that when it's, you know, run as fast as they can. I think innovation speed and safe products are not it's a false choice. You could definitely have both at the same time. So run as fast as you can, but if you feel at any given point in time the company's out of control or or the product's not going to be safe, you know, take a pause and make sure you get it right.
38:12 >> What's your vision for the next year in the short term? What what did you like to see everyone in this room? We have 10,000 people you can see all around. We have 10,000 people in this room. We have 10 million people online. 50,000 53,000 people here at Dreamforce with us this year. I think this is your second Dream Force. You know, what do you want to see us all kind of get done this year? >> Well, I'll say this first and then I'll say it last and and I'm pretty sure what we want to do is agent force every company. Do you guys agree with that?
38:46 All right. So So I I'm I'm his I'm his sales guy. the the the the consumate sales guy sales guy. And so so of course of course what I mean by that of course is that we really want to deploy AI you know in order for in order for all of our we we were the the people here you represent a lot of different companies a lot of different countries you don't want to be left behind.
39:12 This is too important of a technology revolution. It is too extraordinary of capabilities. Engage the technology learn about it. you know, if if it doesn't work for you right away, don't give up on it. And the reason for that is because there's a massive industry working behind it, making it better all the time. If you if you just tested it today and you you felt that it did 80% of what you expected, test it again in a couple of weeks. It's going to get much much better. And so, don't give up on the technology. The most important thing is don't get don't get left behind. I think that in the the big picture though is that in the last 6 months there's no question AI went from the labs into what I would consider extremely useful AI you're experiencing and I'm experiencing across all of our companies the surprising thing for a lot of people and wasn't surprising to me okay and and in fact you you you heard me say it I was I was the first CEO to come out not in the software industry to say The end of software is nonsense. This is going to be a layer on top of software. This was it was a layer on top of software.
40:21 This new layer on top of software is going to be agentic. It's going to make you use the software so much better. >> And so so that that's the first idea. The second idea is AI is going to destroy jobs. That's also completely nonsense. And the reason that is very very simple. There was you you and I are you know we look young. >> The fact that we could >> we do the fact that >> we we really look young.
40:48 >> Yeah. The fact that we could >> Yeah, we really do. You're right. >> The fact that we could sit here and pace >> and talk at 100 miles an hour and keep up with young people like that. You know, they we are >> It's really true what you're saying, by the way. >> It's really true. >> It is true. >> Roland, do you agree with this? >> Yeah. Roland also agrees. >> The two of you guys, you know, when look, I'm very good friends with both of you guys. The the thing that I was amazed by is finally, look, when I'm with the two of you, I always feel like I need to stand on a chair.
41:21 >> And lit literally, >> literally, look at this. >> Look at that. >> Look at this. Look at this. I just want to let you guys know that that when I'm on an airplane, I'm a lot more comfortable than you guys. And so through human evolution, they realize that that big is unnecessary. That several there's several it's it's about a million years of evolution between you and me.
42:00 And so so >> this keynote is making a dramatic turn. Well, we're just we're going to connect it to today's entertainment from and then from here we're going to pivot right into comedy and and so so Mark the thing that the thing that's happening now is of course AI is becoming productive and useful and as a result the number of tokens that are being generated is skyrocketing. One of the some of the most important things of course is that close models are doing incredibly well in the last year in I think the number of tokens increased skyrocketed by 25x and that a a lot of that in the last six months. What's amazing is that the open models in that same period of time increased out of that excuse me the open models went from 30% at the beginning of that year to now some 70%. And so what that basically says is that people are both adopting closed models at exponential rates but also people are building their own custom AIs because every single software company is is an AI company and every single enterprise is going to be an agentic and AI enterprise. And so I think that these these transitions are super powerful for the industry. As a result companies are going to become more ambitious than ever. You're more ambitious than ever. I'm more ambitious than ever. as a result of our ambition and with the productiv productivity boost that we get from AI the sky's is the limit for us the sky's is the limit for our company the sky's is limit for for every industry for every single country so engage AI don't get left behind >> yeah and I'll tell you the sky is especially the limit you know for our trailblazers I think this technology the way it empowers people the way it takes people who you know can really make a huge dent in companies and transform the technology can partner with them to do this in incredible new ways. That is what I'm really excited about.
44:04 >> You and me, >> you and me too. You and me both. >> Jensen, we could not be more grateful to you for coming to Dreamforce being >> being a part of this. >> Thank you. >> We are so Please thank Jensen Wall. >> Thank you. Thank you. Thank you. Thank you. Thank you, Mark. >> Thank you, Jensen. >> All right. Amazing. How about that? Wasn't that fantastic? And that with that I want to bring back our good friend Rohan Kumar. Rohan let's hear it.
44:32 >> Thank you Mark. That is amazing. Well this is not going to be a comedy session but I want to talk about something that's foundational to everything that you've seen today. Data and enterprise context. You know enterprise context is anything that makes your business uniquely your business. You know these models are very intelligent. They're extremely smart. They know a lot about the world. They know nothing about your business. They don't know your customers. They don't know your products. They don't know your employees. They don't know your transactions, your conversations. They don't know your business workflows. They don't have the history and the context of how your business functions. And guess what? At Salesforce, we have an incredible suite of products that helps you create this enterprise context, manage it, secure it, and make it available to all the agents across your enterprise. Let's get started. The first step is to get your data ready for AI.
45:31 You know, before your agents understand your business, you need to understand your data. And it's actually extremely complex. You know data is locked into silos, data lakes, warehouses, storage systems, applications. Informatica is the product suite. It's the worldclass product suite that helps data leaders discover their data from all these silos, clean it, curate it, and make it ready for AI. So that's the first step. Use Informatica to get your data ready for AI. Now once your data is ready for AI you basically need to sort of create the trusted context and the way you create trusted context is through data 360. So what is trusted context? You know a customer of yours calls your support case that is data deeply understanding that customer what is their business what are they trying to accomplish in the moment and what can your agent do to take the next best step and help them that is enterprise context and you know with data 360 you can use the zero copy capability to get the data that's outside of Salesforce we know there's a lot of your enterprise data that's outside of Salesforce and you can get all that data synthesize the enterprise context and knowledge without actually physically copying that d those data assets. So that's how you create the enterprise context. Now once you have your enterprise context created you need to create the business semantics.
46:53 You know every company has a unique way in which they think about the business conversations. What does revenue mean? What does ARR mean? What does customer churn mean? What does customer health mean? These are not just some static fields inside a database. These are business metrics, business relationships and logic that have been built over years. And Tableau is the most amazing tool for you to go create those business semantics, augment your enterprise context and make it available to all the agents across your enterprise. Now you got your data AI ready. You essentially created the enterprise context and you got the business semantics. These agents that have access to all this information are extremely powerful. But put yourself in the shoes of the security leader.
47:37 They create an amazing amount of security risk. What do these agents do? Like what are they accessing? Can they leak my confidential data, my enterprise context? These are serious questions. That's why I'm so excited to introduce Salesforce Guardian. Salesforce Guardian is the security suite of products. That's the evolution of Shield and Trusted Services. That focuses on two things. Agent identity. How do you discover agents that are going rogue? And data security. So think about data classification and data life cycle protection. Those are the two things that we're focusing on or solving with Salesforce Guardian. And of course our commitment to zero data retention.
48:16 You saw Mark spoke speak about it multiple times. It's very important to us that even when models reason over your confidential enterprise context that's your IP. We will always protect it. All right. That's how you secure your AI. The final step essentially is think about the IT leader. Now you have a digital workforce that's coming together. Hundreds of agents, thousands of agents, who knows, millions of agents across all your teams, platforms, and enterprises. How are you going to manage them? How are you going to discover them? How are you going to control them?
48:47 Especially cost control. That's where Mulesoft has been, you know, upleveled into agent fabric. IT leaders have trusted Mulesoft for decades to manage their APIs that connect their business. With agent fabric, you can manage all your agents using one single registry. All right, so you've seen Informatica gets your data ready for AI. Data 360 builds out your enterprise context. Tableau builds out your business semantics. Salesforce guardian helps you secure your AI. And then Mulesoft and Agent Fabric helps you manage and govern your AI. Let's see how this comes together at a customer at Ekko. Adeco is an agentic enterprise that actually is helping candidates who are looking for jobs, mapping them with their active opportunities. Think about it. Millions of candidates every year looking for new jobs, right? And to get this right, the Adico agents have to rely on trusted context that's built on data 360 and customer 360. It's incredibly exciting.
49:51 Just this year alone, based on the scale, they've managed 2.6 6 million agent interactions with these candidates. I'm going to show you how Edeco is actually building these agents in a very trusted and scalable manner. But before I do that, I'm going to pass it to Mora to actually show us the agent experience. Rohan, let's do it. Who's ready? Okay. Okay. So, Adeco is this huge staffing company as Rohan said, and they connect people all over the world with their dream job. But the scale of ADCO, it's massive. They have over 5 million candidate applications every single month. So the scale is great, right? But it's too much work for their recruiting team to handle. So what did the ADCO team do? Well, they went ahead and they brought on a recruiting agent to manage all these candidates to pull them through the funnel. And they named this agent. They wanted to personify this agent so it felt like an extension of their brand. And AA is built on Agent Force voice, so she can have live phone conversations with candidates all around the world 247.
51:00 So let's see it in action. Who's ready? Let's do it. Okay, so we're going to do a little role play right now. Let's pretend that I just replied or applied to an IT role. Wish me luck. It's not my forte, but my application it's stuck. It's stuck in the process. So, I want to give a a call and I want to see what's going on.
51:33 >> Hi, Mora. I'm a deco's AI recruiting assistant. I see your IT support specialist application JR 325421 is paused due to an expired CompTIA certification. Have you renewed it? >> I have. My confirmation number is MP2890. Am I able to move forward in the process? >> Let me take a look. I was able to verify your new certification. I'm updating your application now. Is there anything else I can help you with? Nope. I'm all set.
52:07 Thanks, okay, so what just happened? I just had a live phone call with this recruiting agent and it was a really productive experience. I was able to get my problem solved. I was able to move through the process. And the question is how? How did that work? Well, it's because of all of the rich data in data 360. This is your agent's single source of truth. Mark said it earlier. This is the data that drives your AI. So, she was able to see everything about me. She saw what my name was. She knew my identity. She saw my job application. She knew which role I was going after. And she saw that certification flag. She knew that I needed to renew it and complete that in order to move forward in the process.
52:49 So, this was a really great candidate experience for me, right? I'm feeling good. But the power of agents, it's scale. That personalized experience that just gave me as a candidate, she could give it to hundreds of thousands of candidates all at the very same time. So speaking of scale, what's really important is that the business leaders at ADCO, they can see the impact that she's having on the business. It's not just about one candidate interaction. It's about knowing that she's moving the business forward. So here we are in Slack force and this is a live interface that's pulling all of the information of what is doing with their candidates. I look at this and I'm like, "Wow, going to work, right? A's been busy. I can see that she's having conversations all around the globe all the way from the United States to Spain to France. And more importantly, I can see that she's moving these candidates through the funnel because when you think about agents, it's not just about knowing they're having all these interactions.
53:48 It's about making sure that they're moving your business forward. So, I can see she's pulling these people through to hire and she's filling these jobs. So, I just showed you one example of an agent, right? I showed you a recruiter agent that Adeco has used to engage these candidates at scale and companies like Adeco, they are deploying agents all across their business and all of you guys, right? But the next major question is how should I think about managing these agents and how should I do it with trust front and center? So Rohan, I know this is top of mind for you. Break it down for us.
54:23 >> Thank you Mara. That was wonderful. So now you want to pay attention. I know it's towards the end of the keynote, but you really want to pay attention at this time because I'm going to show you two new product experiences that have never been showed at Dreamforce. Agent Fabric for the IT leaders to manage their agents and then Salesforce Guardian for the security leaders to secure their agents. So, what you see on the screen over here essentially is the homepage for agent fabric, right? It essentially has scanners that are actively scanning your enterprise continuously to discover new agents as they come up. and then agents that become inactive. Let's go take a look at the agents tab.
55:02 Here you see the list of agents, all the agents that are there in the enterprise. And I want you to focus on the provider column. You see their agents from Azure, Microsoft, AWS, Google, and agent force of course. So every provider's agents are actually managed by agent fabric. Now let's go a little deeper into the ADA recruiting agent that Mora spoke to. Here as an admin I get a very clear view of all the skills that the agent is using. How how the candidates get qualified? How how does the agent look at the verification status? They've listed a whole bunch of things on their resume. You know verifying that those are actually true. Let's go a little deeper into the lineage. Where is this agent getting its grounding data from?
55:44 Remember enterprise context is how the agents become deterministic. This essentially shows you how. And the beauty is we have deeply integrated agent fabric with Informatica. So all the catalog information in Informatica which you know where your catalog was discovered across your enterprise those sources show up and so the IT admins can pick what the agents get connected to. So that's the first issue. The next thing as an admin I'm worried about is hey how are these agents performing?
56:08 What are they you know like what does the performance look like? And with agent fabric you basically see a very clear view of the average latency. So every request how long does that take to complete? What's the error rate of these interactions? Agent interactions. That's important. Policy violations, like is the agent going rogue and should something be done about it? And then the total number of requests. This is important from a cost management standpoint. It's great that the number of requests are increasing because you want the business to grow. But how does that impact cost? Let's go take a look at that. So in the cost management, agent fab in agent fabric, it makes it really easy. So you have these things called agent agent fabric wallets which essentially is a way for you to budget your spend across multiple agents. So here you can see ADA sort of hitting towards the end of the budget for the month and agent fabric essentially gives me a way to optimize my agents. It's observing your agent interactions, what your agent is doing and using AI is figuring out certain optimizations that will help you reduce your token costs. So it's pretty amazing. So I can just go click view the optimizations for ADA understand the recommendations being suggested if they have any behavior changes if I'm okay with that all I need to do is just go apply the change and that's how I manage my costs. So there you go. Agent fabric essentially helps you manage, govern and control your costs. Now let's put ourselves in the shoes of the security leader. Right? Like I said the big thing that agents change are agent identity.
57:36 really trying to understand the risk associated with the agents and data security. And those are the two big areas that Guardian is focused on in terms of new innovation, right? We show you all the agents that are considered risky based on the actions that they're taking and then across your data assets which data assets are not classified and not protected. So the security leaders can take action. Wow. So that covers Salesforce Guardian. We've shown you a lot within Data 360 and guess what?
58:05 across Team Force. There are many more sessions that you can go watch to learn go much more deeper. I have a keynote that's coming up where I'm going to talk about the evolution of data 316 to what we call the enterprise AI harness. This is going to be an amazing future for us. And with that, let me hand it over to Mark. All right. Great job, Rowan. Great job, Rowan. Really, really great. And Denny, please stand up. Please welcome Denny, the CEO of Adco is here. Great to have you, Denny Moni. So happy.
58:35 really excited. We had our friend from Germany. Now we have a friend from France. So Denny, just give us the vision for how you are using agent force and interviewing all these candidates and automating your companies and building new companies like our potential, >> right? >> Give it to us. >> Well, first of all, thanks for having me and it was great to hear Jensen saying that you know jobs are going to remain in the world, right? That you know the massive destruction of jobs is not going to happen. so actually what happened is we started to identify the business by thinking about what was happening in the company. We are people company and recruitment is about people talking to people and actually our recruiters were doing a lot of things but not enough time spent in the humanto human connection. So what we did we didn't start where it was easy. We started on what what mattered most which the core process. We started on the core workflows but on top of that we had an u you know growth mindset. We wanted AI to be a growth engine for the business by generating you know higher level of conversations with our clients and candidates. And with agent force it's now possible 247. That was a no life-changing you know moment for us.
60:00 on top of that you know the time spent the time saved now our recruiters saved you know 354% of their time thanks to agent a genti and what they use that time to create much more qualitative conversations with with clients and when you do that and with candidates and when you do that you grow the business. We have placed 20,000 more people yearto date thanks to better conversations and in doing that we also you know create joy at work because people are focused on what they love most and the last thing because you mentioned our potential. I think when we started to work together we had a common vision that AI had to happen with people and not to people.
60:56 and and that common vision created our potential this AI native platform that is there to guide our clients. Many clients still struggle about how they can scale AI and struggle on you know how to decide what work goes to AI and what works what work remains done by humans and our potential is about that it's about core business reinvention measuring outcomes this is fundamental and also bringing people along so you know at the end of the day if AI wants to be successful and if you know if we want to to to measure and and bring the returns.
61:38 People cannot be you know an afterthought. We have we have a common responsibility to create a human centric AI. >> Very good. >> That's what we are about. >> Denny, great job. Thank you so much for being here at Dreamforce. We could not be more grateful to Adeco and to you and for your leadership and everything you're doing. Thank you so much for coming and visiting with us today. >> Thank you. >> Thank you very much.
62:07 >> Well, this is the moment to start your Aentic Enterprise journey. we have just an incredible show set up for you. You're going to have an amazing opportunity to get going. Dreamforce is where everybody transforms and we are so grateful to each and every one of you for joining us today at Dreamforce and spending the next several days with you. WELCOME TO DREAMFORCE. >> >> THE Dreamforce 2026 keynote just dropped. Here are the top three takeaways to supercharge your business.
62:58 This is what happens when AI meets the number one CRM.