继No Jitter对Dreamforce 2024的报道之后，今年的活动强调了向互操作性、连接数据、平台和工作流的转变，而不是推出独立功能。在实践中，这是为了 让Salesforce不断扩大的人工智能产品组合与客户已经依赖的系统无缝协作。 CTI论坛（ctiforum.com）(编译/老秦)：如果Dreamforce今年有一个招牌，它会写着："关于代理的一切。"Salesforce正在将Agentforce及其最新的人工智能 创新置于中心舞台，因为它正在更深入地推进企业自动化。但是，要想看到这些承诺是如何成为现实的，你必须在后台查看不断增长的合作伙伴网络，这 些合作伙伴在真实的业务系统中集成、实施和支持人工智能。 整合就是故事 今年早些时候，Salesforce对Genesys进行了后续投资，扩大了已经支持250多个共享客户的CX Cloud合作伙伴关系。结合对Informatica的收购，这些举措表 明Salesforce专注于连接层，使人工智能能够在复杂的企业环境中运行。 此次价值约80亿美元的Informatica收购增加了数据管理和集成功能，增强了Salesforce跨系统统一客户信息的能力。通过将 ...

Core Insights - The article discusses Marc Benioff's controversial comments regarding public safety in San Francisco and the implications for his company, Salesforce, amidst a backdrop of political and media scrutiny [1][4][5]. Group 1: Public Safety and Political Context - Benioff has been a long-time advocate for public safety and has expressed concerns about police staffing levels in San Francisco, suggesting the National Guard could assist if necessary [1][6]. - His comments were interpreted as a shift towards conservative politics, which sparked significant media backlash and public debate [4][5]. - Following the controversy, Benioff clarified his stance, stating he does not believe the National Guard is needed for safety in San Francisco and emphasized the importance of community partnership [5][6]. Group 2: Economic Impact of Dreamforce - The Dreamforce event, hosted by Salesforce, attracts nearly 50,000 attendees and is expected to generate approximately $130 million in revenue for San Francisco, creating around 35,000 local jobs [7]. - The event serves as a platform for showcasing Salesforce's innovations, particularly in the field of agentic AI, which is gaining traction among major companies [11][12]. Group 3: Salesforce's AI Innovations - Salesforce is focusing on agentic AI, which allows for autonomous decision-making and complex workflow execution without constant human intervention, distinguishing it from traditional AI models [8][11]. - The company has seen significant adoption of its agentic AI technology, with over 12,000 customers utilizing it, leading to a 120% year-over-year growth in its Data and AI business segment, reaching $1.2 billion [13]. - Benioff has articulated a long-term vision for Salesforce to become an AI-first company, with a revenue target exceeding $60 billion by fiscal year 2030, indicating a 10% organic compounded annual growth rate [15][16]. Group 4: Market Performance and Perception - Despite the potential of its AI capabilities, Salesforce's stock has declined nearly 25% year-to-date, contrasting with gains seen by competitors like Microsoft and Oracle [9]. - The market's short-term focus has often overlooked the long-term vision and transformative potential of Salesforce's innovations, as highlighted during the Dreamforce event [10][16].

Core Viewpoint - Salesforce's CRM AI initiatives are underperforming, particularly in light of its stock performance in 2025 and recent guidance [1] Financial Performance - Salesforce's Q2 revenue reached $10.24 billion, a 10% year-over-year increase, slightly exceeding analyst expectations [3] - Adjusted earnings per share (EPS) for Q2 were $2.91, beating estimates by 4.7% [3] - For Q3, Salesforce guided revenue between $10.24 billion and $10.29 billion, slightly below the $10.29 billion estimate, and adjusted EPS guidance is set at $2.84 to $2.86, compared to the $2.85 estimate [4] Stock Performance - Salesforce's stock has declined 28% year-to-date, underperforming competitors like SAP, Microsoft, and Oracle, which have shown strong gains in 2025 [2] - Following the quarterly results, several analysts lowered their price targets for Salesforce, contributing to further stock declines [4] AI Investments - Salesforce's AI investments are described as "multi-billion" dollar initiatives for 2025, particularly associated with the Agentforce and Einstein platforms, though specific figures for total AI spending have not been disclosed [5] - The company has integrated AI features across its platform but acknowledges that it will take time for these investments to yield measurable returns, as indicated by the recent revenue growth [6] Market Sentiment - Analysts and investors are urging Salesforce to demonstrate results from its significant AI investments in upcoming quarters [6] - The overall sentiment around Salesforce's AI revolution is waning, with revenue growth stagnating and AI innovations not yet making a significant impact on profitability [7]

Summary of Salesforce (CRM) 2025 Conference Call Company Overview - **Company**: Salesforce (CRM) - **Event**: 2025 Conference Call - **Date**: June 10, 2025 Key Points Industry and Technology Trends - The evolution of AI technology has significantly impacted enterprise operations, particularly through the introduction of generative AI and agentic technologies like AgentForce [4][5][7] - The convergence of data and processing power over the last decade has enabled advancements in machine learning and AI applications [4][5] - Generative AI has shifted from basic applications to more complex, autonomous experiences that enhance productivity and customer engagement [5][7][10] AgentForce and Differentiation - AgentForce is positioned as a unique offering that integrates deeply with Salesforce's existing applications, enhancing user experiences across sales, service, marketing, and analytics [19][20] - The platform leverages Salesforce's data cloud, which is designed to activate existing customer data rather than requiring data migration [48][50] - Key differentiators include a focus on user experience, openness in data handling, and a robust AI framework that ensures data safety and accuracy [26][28][70] Customer Adoption and Challenges - Despite a large installed customer base, adoption of AgentForce has been gradual, with many customers still in the proof-of-concept phase [55][56] - Common barriers to adoption include understanding the technology's ROI, identifying use cases, and integrating AI into existing workflows [34][39][61] - Salesforce is actively engaging with customers through workshops and ideation sessions to accelerate understanding and adoption [35][36] Data Cloud Importance - The Data Cloud is crucial for enabling the full potential of AgentForce, allowing customers to leverage their existing data infrastructure without duplication [44][50] - It facilitates the integration of unstructured data and enhances customer interactions by providing a comprehensive view of customer information [55][56] Future Outlook - The focus for 2025 is on scaling production and enhancing observability of AI applications, with an emphasis on continuous improvement and learning [30][31] - The company anticipates that as customers move from experimentation to deployment, the impact of AgentForce will become more pronounced, particularly in enhancing operational efficiency and customer experiences [55][56] Customer Examples - A wealth management firm utilizes AgentForce to provide comprehensive client summaries, enhancing advisor-client interactions [82][83] - A bank is implementing digital agents to expand market reach and improve customer service without increasing human capital, demonstrating the potential of digital labor [84][88] Conclusion - Salesforce is positioned to lead in the AI and data integration space, with a strong focus on enhancing customer experiences and operational efficiencies through innovative technologies like AgentForce and Data Cloud [19][20][55]