1 00:00:02,400 --> 00:00:08,119 Speaker 1: Bloomberg Audio Studios, Podcasts, Radio News. Market's always great to 2 00:00:08,160 --> 00:00:10,799 Speaker 1: be here with you at Dreamforest. At the start of 3 00:00:10,840 --> 00:00:13,440 Speaker 1: the show, the rock star of the show, thank you 4 00:00:14,280 --> 00:00:16,360 Speaker 1: agent for us, of course, and you rolling that out 5 00:00:16,440 --> 00:00:17,800 Speaker 1: is a big thing. I've been talking to some of 6 00:00:17,840 --> 00:00:21,640 Speaker 1: your customers. They're very excited. Tell us about what lllms 7 00:00:21,680 --> 00:00:24,599 Speaker 1: you built this on. Is it open AI as it is. 8 00:00:24,760 --> 00:00:27,800 Speaker 2: I've never seen the customers more excited. And the reason 9 00:00:27,840 --> 00:00:31,200 Speaker 2: why is these customers have been convinced something that's not true, 10 00:00:31,680 --> 00:00:33,519 Speaker 2: that they have to buy an LLM, they have to 11 00:00:33,560 --> 00:00:36,000 Speaker 2: go to a hyperscaler, they have to get a database, 12 00:00:36,440 --> 00:00:39,360 Speaker 2: they have to buy a security technology, they have to 13 00:00:39,440 --> 00:00:42,559 Speaker 2: choose a chip, they have to hook it all together themselves, 14 00:00:42,600 --> 00:00:47,120 Speaker 2: they have to deiy their AI. It's not true. You 15 00:00:47,200 --> 00:00:50,479 Speaker 2: do not have to diy r AI. And when we 16 00:00:50,520 --> 00:00:53,680 Speaker 2: started the show, they didn't really believe it. So that's 17 00:00:53,720 --> 00:00:56,680 Speaker 2: why we created a whole factory across the street as 18 00:00:56,680 --> 00:00:59,760 Speaker 2: you saw in Moscowne West, where we have put more 19 00:00:59,760 --> 00:01:03,320 Speaker 2: than ten thousand customers through already to show them that 20 00:01:03,720 --> 00:01:06,880 Speaker 2: on the Salesforce platform, which they've already been committed to 21 00:01:07,600 --> 00:01:11,480 Speaker 2: for more than twenty years, had great success in sales 22 00:01:11,520 --> 00:01:15,760 Speaker 2: and service and marketing and communications and commerce and analytics 23 00:01:15,800 --> 00:01:20,560 Speaker 2: and Slack and all of these technologies that now they're 24 00:01:20,600 --> 00:01:25,000 Speaker 2: also building AI. And this is a shock to them, 25 00:01:25,319 --> 00:01:28,080 Speaker 2: and it's exciting for us because we're showing them how 26 00:01:28,280 --> 00:01:32,200 Speaker 2: once again we're future proofing their company with the Salesforce platform. 27 00:01:32,240 --> 00:01:37,360 Speaker 1: So you've basically di wied it for them, software company. 28 00:01:37,440 --> 00:01:38,600 Speaker 1: What models you've built it on? 29 00:01:38,720 --> 00:01:41,080 Speaker 2: Is it? We have our own? We have many and 30 00:01:41,120 --> 00:01:44,160 Speaker 2: they don't need to know. And they don't Why what 31 00:01:44,360 --> 00:01:48,120 Speaker 2: chip am I using? You know, what hyperscal are? They 32 00:01:48,120 --> 00:01:51,400 Speaker 2: don't care. They don't care what I'm using. You know, 33 00:01:51,640 --> 00:01:55,360 Speaker 2: it's like what type of flowers in the cake? What 34 00:01:55,480 --> 00:01:57,960 Speaker 2: kind of sugar did I buy at the store? Why 35 00:01:58,000 --> 00:02:00,040 Speaker 2: does it matter? Do you like the cake? Is this 36 00:02:00,160 --> 00:02:01,640 Speaker 2: is the final product that you like? 37 00:02:01,880 --> 00:02:02,240 Speaker 1: All right? 38 00:02:02,240 --> 00:02:04,240 Speaker 2: And I think that for our customers, they don't want 39 00:02:04,280 --> 00:02:07,040 Speaker 2: to know all the pieces. They want to know does 40 00:02:07,080 --> 00:02:11,680 Speaker 2: this work? And can they make a greater success for 41 00:02:11,760 --> 00:02:13,560 Speaker 2: their own companies? And so when you see like a 42 00:02:13,600 --> 00:02:17,440 Speaker 2: company like you know, Wiley, who's here and they're like 43 00:02:17,880 --> 00:02:22,280 Speaker 2: lower their cost by fifty percent day one, right, And 44 00:02:22,360 --> 00:02:25,480 Speaker 2: that is the power of technology that we're going to 45 00:02:25,480 --> 00:02:28,440 Speaker 2: help them make it easier for them, lower their cost, 46 00:02:28,560 --> 00:02:32,040 Speaker 2: deliver a high ROI and the Salesforce Platform just delivered 47 00:02:32,080 --> 00:02:32,480 Speaker 2: that FROMIL. 48 00:02:32,600 --> 00:02:35,000 Speaker 1: So let's talk about how it works. You know a 49 00:02:35,000 --> 00:02:38,520 Speaker 1: lot of companies are rolling out agents now service now, Microsoft, 50 00:02:39,200 --> 00:02:42,320 Speaker 1: how do we know this isn't just another buzzword like copilot? 51 00:02:43,720 --> 00:02:45,520 Speaker 2: Well, I think you know that, I think and we 52 00:02:45,600 --> 00:02:48,640 Speaker 2: all know now that Microsoft Copilot is basically the new 53 00:02:48,680 --> 00:02:52,400 Speaker 2: Microsoft Clippy that customers have not gotten value from it. 54 00:02:52,840 --> 00:02:57,400 Speaker 2: You know, these llms, this is like we're selling science 55 00:02:57,440 --> 00:03:00,280 Speaker 2: projects to companies and they're tired of it. They have 56 00:03:00,400 --> 00:03:03,200 Speaker 2: not gotten the value, which is why you see these 57 00:03:03,200 --> 00:03:06,680 Speaker 2: customers so excited. They're coming here and they're getting immediate 58 00:03:06,800 --> 00:03:12,240 Speaker 2: value and they're able to use this next generation platform 59 00:03:12,680 --> 00:03:16,880 Speaker 2: to do everything that they've heard that's possible. Create an 60 00:03:16,880 --> 00:03:18,960 Speaker 2: agent is a great example. How do I find tune 61 00:03:18,960 --> 00:03:21,600 Speaker 2: an agent? How do I create guardrails for an agent? 62 00:03:21,960 --> 00:03:24,160 Speaker 2: How do I ground an agent? And data? Well, all 63 00:03:24,160 --> 00:03:27,600 Speaker 2: the data is in the Salesforce platform. All of the 64 00:03:27,639 --> 00:03:31,160 Speaker 2: metadata is there, the logic is there, the workflow is there. 65 00:03:31,200 --> 00:03:35,840 Speaker 2: They're just adding agents into their existing workflow and no 66 00:03:35,880 --> 00:03:38,200 Speaker 2: one knew it was possible before the show, so we 67 00:03:38,280 --> 00:03:42,160 Speaker 2: knew that because we hadn't created the product. And now 68 00:03:43,120 --> 00:03:46,200 Speaker 2: it's so exciting because we've onboarded tens of thousands of 69 00:03:46,240 --> 00:03:50,440 Speaker 2: customers and we've convinced them you don't need a DIY 70 00:03:50,520 --> 00:03:53,640 Speaker 2: your AI. You can just use and you're going to 71 00:03:53,680 --> 00:03:58,520 Speaker 2: get the best AI, the highest accuracy, the lowest hallucination rate. 72 00:03:59,320 --> 00:04:02,520 Speaker 2: Our customer are saying in many cases it's two x 73 00:04:03,000 --> 00:04:05,560 Speaker 2: the accuracy of the best models. 74 00:04:06,040 --> 00:04:09,440 Speaker 1: So look, you know it's not all ways going to 75 00:04:09,440 --> 00:04:12,800 Speaker 1: be smooth sailing. Disney actually just announced they've dropped Slack 76 00:04:12,920 --> 00:04:16,039 Speaker 1: because they got hacked and said they're switching to an 77 00:04:16,160 --> 00:04:20,479 Speaker 1: enterprise wide collaboration tool, which sounds maybe like Microsoft, what 78 00:04:20,520 --> 00:04:23,400 Speaker 1: are you doing to improve Slack security and what's your 79 00:04:24,200 --> 00:04:24,920 Speaker 1: response to that? 80 00:04:25,640 --> 00:04:28,560 Speaker 2: Well, listen, I think our security is rock solid. This 81 00:04:28,720 --> 00:04:32,039 Speaker 2: is really important, and also there's no finish line when 82 00:04:32,040 --> 00:04:34,800 Speaker 2: it comes to security. But companies have to also take 83 00:04:34,839 --> 00:04:39,120 Speaker 2: the right measures to prevent phishing attacks and to lock 84 00:04:39,160 --> 00:04:42,520 Speaker 2: down their employees from social engineering. So we can do 85 00:04:42,640 --> 00:04:45,160 Speaker 2: our part, but our customers also have to do their part. 86 00:04:45,200 --> 00:04:48,479 Speaker 2: That's extremely important. But the second thing that's important is 87 00:04:48,960 --> 00:04:51,640 Speaker 2: over twenty five years, we've shown that this model is 88 00:04:51,680 --> 00:04:55,400 Speaker 2: the most trusted, most secure, most capable model. Disney's a 89 00:04:55,400 --> 00:04:58,400 Speaker 2: great example. They run the Disney Store on Salesforce, the 90 00:04:58,480 --> 00:05:01,640 Speaker 2: Disney guides are on Salesforce, all of the sales and 91 00:05:01,680 --> 00:05:06,920 Speaker 2: service operations Disney plus call center and contact centers on Salesforce. 92 00:05:07,320 --> 00:05:11,160 Speaker 2: We are the customer service capability and they're the proving 93 00:05:11,200 --> 00:05:14,520 Speaker 2: ground actually for our new AI system. So our next 94 00:05:14,560 --> 00:05:19,279 Speaker 2: generation AI was actually proven at Disney. It's amazing. They've 95 00:05:19,320 --> 00:05:23,200 Speaker 2: shown us incredible metrics and I'm really looking forward to, 96 00:05:23,240 --> 00:05:27,160 Speaker 2: you know, future success with Disney. But it's incredible that 97 00:05:27,240 --> 00:05:30,080 Speaker 2: customers are able to see this value from these platforms. 98 00:05:30,200 --> 00:05:31,839 Speaker 2: This is that's what's really exciting. 99 00:05:31,880 --> 00:05:34,279 Speaker 1: And let's talk about the money, because I'm curious about 100 00:05:34,320 --> 00:05:36,560 Speaker 1: how you got to this two dollars per conversation and 101 00:05:36,640 --> 00:05:40,080 Speaker 1: just how much additional revenue you think agent Force is 102 00:05:40,160 --> 00:05:40,880 Speaker 1: going to drive. 103 00:05:41,440 --> 00:05:43,520 Speaker 2: Well, Look, our goal is very simple. We want to 104 00:05:43,560 --> 00:05:46,800 Speaker 2: get what we call a billion agents you know, in 105 00:05:46,880 --> 00:05:49,960 Speaker 2: place for our customers within the next twelve months. And 106 00:05:50,000 --> 00:05:51,960 Speaker 2: that means we're going to have to deploy it in 107 00:05:53,120 --> 00:05:56,000 Speaker 2: one hundreds of thousands of customers, okay, and get them 108 00:05:56,000 --> 00:05:59,159 Speaker 2: all to roll this out to build this huge blanket 109 00:05:59,200 --> 00:06:02,240 Speaker 2: with all of their conc and of course the funny 110 00:06:02,240 --> 00:06:04,159 Speaker 2: thing is, we say a billion agents, but you know 111 00:06:04,200 --> 00:06:07,480 Speaker 2: it's only one piece of code. The Salesforce platform is 112 00:06:07,920 --> 00:06:12,039 Speaker 2: automating all your customer touch points, building a huge data 113 00:06:12,040 --> 00:06:15,000 Speaker 2: cloud and all your agents, but it's all one piece 114 00:06:15,000 --> 00:06:18,680 Speaker 2: of code that you're just connected to. And that idea 115 00:06:19,279 --> 00:06:21,960 Speaker 2: that it's one piece of code, well then we're of course, 116 00:06:22,000 --> 00:06:24,760 Speaker 2: you know, we've always charged you know, per email or 117 00:06:25,080 --> 00:06:29,760 Speaker 2: per commerce transaction, and now per conversation. It's consumption pricing. 118 00:06:30,240 --> 00:06:32,760 Speaker 2: In some cases it's per user pricing, like in our 119 00:06:32,800 --> 00:06:35,480 Speaker 2: sales cloud or our service cloud, so it's a mix 120 00:06:35,920 --> 00:06:39,159 Speaker 2: of two different pricing models. But we're of course work 121 00:06:39,200 --> 00:06:41,720 Speaker 2: with our customers, and you know, we have tens of 122 00:06:41,720 --> 00:06:45,279 Speaker 2: thousands of customer facing professionals who work with them to 123 00:06:45,320 --> 00:06:48,400 Speaker 2: make the right agreement with our customers every single time. 124 00:06:48,520 --> 00:06:50,040 Speaker 1: All right, Well, it's great to be with you here 125 00:06:50,040 --> 00:06:51,080 Speaker 1: in person, and. 126 00:06:51,040 --> 00:06:53,960 Speaker 2: To always fun to be with you, Agent Thrill, you 127 00:06:54,000 --> 00:06:54,640 Speaker 2: could come back. 128 00:06:55,520 --> 00:06:59,200 Speaker 1: Salesforce Chair CEO and founder Mark Benioff, good to have 129 00:06:59,320 --> 00:06:59,719 Speaker 1: you