Becoming an "agentic enterprise" requires a foundational shift to an AI-first, conversational way of working. It involves augmenting every employee's workflow with AI assistance for faster decisions, all built upon a foundation of trusted, accessible data that powers the entire system.

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The evolution of 'agentic AI' extends beyond content generation to automating the connective tissue of business operations. Its future value is in initiating workflows that span departments, such as kickstarting creative briefs for marketing, creating product backlogs from feedback, and generating service tickets, streamlining operational handoffs.

Businesses currently present disconnected personalities to customers across sales, service, and marketing. AI agents can bridge these silos to create a seamless, long-running dialogue that remembers context throughout the entire customer journey, fundamentally transforming the customer relationship.

Instead of merely 'sprinkling' AI into existing systems for marginal gains, the transformative approach is to build an AI co-pilot that anticipates and automates a user's entire workflow. This turns the individual, not the software, into the platform, fundamentally changing their operational capacity.

Customers now expect DaaS vendors to provide "agentic AI" that automates and orchestrates the entire workflow—from data integration to delivering actionable intelligence. The vendor's responsibility has shifted from merely delivering raw data to owning the execution of a business outcome, where swift integration is synonymous with retention.

True AI adoption requires more than technical know-how. Salesforce's internal training mandates proficiency in Agent skills (AI literacy), Human skills (adaptability, EQ), and Business skills (problem-solving, storytelling), recognizing that technology is only one part of the transformation.

Legacy systems like CRMs will lose their central role. A new, dynamic 'agent layer' will sit above them, interpreting user intent and executing tasks across multiple tools. This layer, which collapses the distance between intent and action, will become the primary place where work gets done.

Unlike traditional systems built on pre-defined paths, agentic AI can react and tailor its response to a customer's specific, evolving needs. It enables a genuine dialogue, moving away from the rigid, frustrating experience of being forced down a path that was pre-designed by a system administrator.

Prioritize using AI to support human agents internally. A co-pilot model equips agents with instant, accurate information, enabling them to resolve complex issues faster and provide a more natural, less-scripted customer experience.

The next evolution of enterprise AI isn't conversational chatbots but "agentic" systems that act as augmented digital labor. These agents perform complex, multi-step tasks from natural language commands, such as creating a training quiz from a 700-page technical document.

Salesforce's Chief AI Scientist explains that a true enterprise agent comprises four key parts: Memory (RAG), a Brain (reasoning engine), Actuators (API calls), and an Interface. A simple LLM is insufficient for enterprise tasks; the surrounding infrastructure provides the real functionality.