AMA in REAL LIFE - Continued....
Sarah Bonthuis: Q: We implemented pardot about a year and a half ago and ever since then we've been having conversations and fighting this idea that we picked the wrong platform because our different teams ant to email different email addresses, someone who gets books from us OR they could be an exec and want to use different emails. We've had so many convos about this issue across all different platforms and highlight the gains but its a perception issue, but also whats a real, solid way to make something happen without having two different data bases, or ex keep MailChimp for one off emails... ANY ADVICE!
- A: Chris - there was a product called Common Ground where you could email any address field in the org but this was killed by Blackbaud. Pardots connecter has lots of restrictions, its not the most powerful salesforce tool.
- A: Toby - I'll answer part of the question - something thats been good about Pardot is the introduction of the marketing on core, the next products, theres a lot of inoperability thats freed up lots of options there, talk to a marketing cloud professional who can help you navigate this, there are more options now then there were a few years ago.
- Comment - is there any tool that doesn't consider email a unique identify? Not that we know of. most consider 1 person = 1 email.
- A: Emma - can you pull in alternate email -
- Overall Sarah - this is not your issue this is a fundamental email issue.
Q: Samuel from Atlanta: about 3rd party tools for specific agentic AI use cases - without starting with Agentforce - are there 3rd party tools that you recommend that we can start building with.
- A: Chris - when folks start talking about AI... I want to triage the question. How are you using AI? Ex. HR vs. Sales vs Chatbot - what is your use case? IF you are an org that just wants to start with AI, don't just add a chatbot at the bottom right corner of your website. Think about REALLY SMALL use cases, where the risk of the data being wrong is low. For example: use case where someones job was googling people to ask for money, can use AI for this. If its something you can do on the core platform WITHOUT AI, start without, then think where are the places where is there unstructured data where you could bring value. How do you pull this data into business processes.
- A: Toby - missed opportunity - is to get this in the hands of the people to grow familiarity - so when you ask about 3rd party apps, think about agents in other apps and ISV products, I think this is a great place to learn from because they are looking at discrete use cases and innovating rapidly. You have this AI hammer you want to use, what is your nail? Think about what you want/need to use AI for and build comfort and familiarity.
Q: Climate Lead: from a total AI newbie - our org is at the very beginning of our AI journey. Were getting the question: how could we connect AI to Salesforce. Ex connecting to google drive, I want to summarize engagement with prospects. or tell me all the people who are interested in horses within this range of addresses who are the most influential people to come to an event, kind of examples. Went to their AI with the summarizing question - AE said they would use Slackbot for that. IF we let employees do that, what are the risks? Slackbot or other tools? Gemini access to Salesforce? Or are there better ways?
- A: Toby - no. But, when you asked your AE... I kew the answer you'd get. Folks using Slackbot in an integrated system is blown away by that. That's a place to explore and get comfortable with.
- A: Chris - yes, Slackbot is cool and impressive. The #1 biggest thing - lots of tools connecting chatgpt to org, the reason that people use Agentforce is because there is no safe way to send that data without having the tooling between the data and the agent, thats what you're paying for. You can ask Agentforce to use gemini behind the scense.
- A: Laura - would ask Claude to answer this for me! I use Claude for METADATA, NOT DATA.
- Follow-up Q: should we be concerned with data of Slackbox?
- A: Chris - I would feel more comfortable using Slackbot vs others.
A big thank you again to our panellists! We hope to do this again some time IN REAL LIFE!
