Dreamforce 2026  ·  September 15–17  ·  Moscone Center

What it actually takes
to put an AI agent
in front of real
customers.

Four Rosetree sessions.
On stage with our customers.
Book time at Dreamforce See the sessions
On stage with our customers

Three customer sessions

Three sessions, three different jobs for an agent. Batteries Plus put one at the top of the funnel, working inbound leads before a rep gets involved. Crocs and BambooHR put theirs in front of customers who have already bought. All three come down to the same question: what it takes to trust an agent enough to let it run on its own.

Featured session Breakout session  ·  Retail

Batteries Plus Sparked $17 Million Pipeline With AI Agents

Most agent pilots get picked because the technology is interesting. This one was picked on the return it could show: an agent that works inbound leads, handles the replies that come back, and hands reps a conversation worth having. How the use case was chosen, how prototyping alongside a partner got executives aligned in weeks instead of quarters, and the prompt classification and routing work it took before SDRs trusted the handoff.

AgentforceDigital laborIntermediate
Wednesday, September 16  ·  9:00 – 9:40 AM PDT
Moscone West, Level 3 - Room 3020
First come, first seated
Craig Rosenbaum
Craig RosenbaumManaging Partner, Rosetree Solutions
Jeff SwiatekVP of Commercial Operations, Batteries Plus
Ashley EllisVP, Strategic Account Sales - Retail, Salesforce
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Breakout session  ·  Retail

How Crocs Built a Smarter Shopper Agent with AI and Partners

Order status and returns take up most of a retail service team's day. They're also the two questions that almost never need a person. How a fragmented service experience became one shopper agent handling tracking and returns end to end - and what that freed up for the people who stayed on the harder conversations.

Service CloudAgentforceIntermediate
Wednesday, September 16  ·  4:00 – 4:40 PM PDT
Moscone South, Lower Level - Content Pavilion, Stage 5
First come, first seated
Chandra Verrett
Chandra VerrettProgram Architect, Rosetree Solutions
Feliz PapichSVP Digital Technology Experience Insights, Crocs
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Breakout session  ·  Software

How BambooHR Built a Scalable AI-First Support Engine

Support at BambooHR runs across chat and email, and email is the more difficult half - longer context, less structure, higher expectations on the reply. Most service agents get deployed in chat first for exactly that reason. How the support engine was built, and what it took to get an agent trustworthy enough to run in both channels.

Service CloudAgentforceIntermediate
Thursday, September 17  ·  11:00 – 11:40 AM PDT
Moscone West, Level 3 - Room 3020
First come, first seated
Rocci Doria
Rocci DoriaPrincipal Consultant, Rosetree Solutions
Eric RaymondDirector of Business Technology, BambooHR
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Theater session  ·  Community

Blaze Your Trail: Salesforce Military Veterans and AI

The Salesforce Military Trailblazers community has been moving veterans into Salesforce careers since DF19. This panel is about what military experience does for that career, how the group has adapted to new AI opportunities, and how to keep building credibility and momentum. Everyone in this ecosystem is being asked to make a hard transition right now - these are people who have already made one.

AgentforceCareers
Thursday, September 17  ·  10:30 – 10:50 AM PDT
Moscone West, Level 2 - Trailblazer Theater
First come, first seated
Annamaria Hickman
Annamaria HickmanSenior Salesforce Consultant, Rosetree Solutions
Jesse GrothausDirector of GTM, Banjaxed Solutions
Sheldon SimmonsConsultant, Slalom

We're at Moscone all three days

Want to talk through an agentic service model, what it takes to get an agent into production, or what your data has to look like before any of it works? Send a note and we'll find time.

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