Optimizing Agentforce:
Insights on navigating the shift from a general AI footprint to industry-specialized autonomous operations using your existing business data.
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Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
1 COL BANNER
Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
1 COL BANNER
Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
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March 12, 2026
10am CT | 4pm GMT
Upcoming Webinars
Expert Panel Discussion
Building AI You Can Trust: A Strategic Deep Dive of Agentforce and Veda Frameworks
Join Certinia and Diabsolut for an executive look at optimizing Salesforce Agentforce with Veda, exploring the strategic shift from basic AI pilots to high-accuracy, industry-specialized workflows
Monday, Jun 22, 2026
9:30 AM ET | 2:30 PM BST
Salesforce Tower, Ohana Floor (56th floor), 333 W Wolf Point Plaza, Chicago, IL
From Fragmentation to Unified Intelligence
While the tech landscape is fixated on autonomous AI agents, critical questions remain around engineering determinism, enterprise security bounds, and verifiable ROI. Join us for an architectural review of anchoring an agent's reasoning layer into a grounded enterprise data foundation using Agentforce and Veda. This session provides a practical operational blueprint for safely configuring high-precision resource allocation and lifecycle workflows at scale.
The Infrastructure Argument
Companies spend 90% of their energy on the AI agent (the brain) but ignore the underlying platform. Learn why a specialized data layer is your most critical infrastructure decision.
Governance to Scale
While Agentforce provides the automation framework, Veda provides the specialized memory and industry context required for agents to deliver services-specific outcomes without guessing
Unified Intelligence
Data silos are an AI tax. Learn how unified infrastructure resolves the fragmentation between sales promises and financial results.
From Fragmentation to Unified Intelligence
Everyone is talking about AI agents, but very few are discussing what makes them safe, scalable, and worth the investment. Join Certinia Chief Product and Technology Officer, Raju Malhotra and Diabsolut SVP of Innovation and Industry, John Pettifor, for an executive look at optimizing Salesforce Agentforce with Veda and exploring the strategic shift from basic AI pilots to industry-specialized workflows.
What You'll Learn
Trust as a Benchmark:
An exploration of how defined operational guardrails keep autonomous workflows safely aligned with executive standards.
Evaluating Production Success:
A macro look at the underlying structured data models and governance parameters that influence an enterprise AI rollout.
Speakers
Raju Malhotra
Chief Product and Technology Officer, Certinia
John Pettifor
SVP of Innovation and Industry, Diabsolut
John Smith
VP Technology, ABC Company
SERVICES WEEK KEYNOTE
The Services Dialogue: Bridging the Gap Between AI Expectation and Operational Reality
Join IDC Group VP, Mickey North Rizza, and Certinia CBO, Prasad Sulur, to explore how enterprise platforms are reshaping the economics of services businesses.
Wednesday, Jun 24, 2026
11:00 AM ET | 4:00 PM BST
Salesforce Tower, Ohana Floor (56th floor), 333 W Wolf Point Plaza, Chicago, IL
Redefining Performance Levers with Data-Driven Benchmarks
Professional services is entering a consequential period of transformation as automation moves deep into daily operations, compressing timelines and changing value delivery. This session shares critical IDC research on how modern platforms (spanning ERP and PSA) redefine core performance metrics like utilization, margin, backlog quality, pricing, and client experience.
The Reality Gap
Only 11.4% of enterprises worldwide obtain measurable business results from more than 75% of their AI projects. This performance gap is driving 44.3% of organizations to actively switch out their current PSA systems to gain speed and agility from embedded capabilities.
Resource Bottlenecks
49% of organizations state that resource management—including staffing and forecasting—is the most challenging aspect of their business in current systems. Consequently, 80.1% believe investing in agentic workflows will eliminate these manual steps.
Risk and Governance
Business risk is the top factor driving buyer demands for technology pricing discounts. Overcoming this requires building operational trust, with 27% of firms citing trustworthiness and data privacy as key inhibitors to adoption.
Aligning Technical Infrastructure with Leadership Strategy
Join IDC Group VP Mickey North Rizza and Certinia CBO Prasad Sulur to explore how enterprise platforms are reshaping the economics of services. Moving past generic tech hype, this briefing outlines a strategy to integrate human judgment and intelligently orchestrate your end-to-end services lifecycle.
What You'll Learn
Architectural Placement:
Learn why agentic software should be treated as an architectural layering decision rather than a simple feature upgrade, as placement determines who retains ultimate operational authority.
Agent System of Record:
Discover how to establish ecosystem-wide policy oversight to guarantee data accuracy, complete traceability, and compliance.
Intent-Oriented Operations:
See how modern organizations are successfully transitioning workflows from a traditional, human-led, step-oriented model to an intent-oriented operational model.
Speakers
Mickey North Rizza
Group Vice President, IDC
Prasad Sulur
CBO, Certinia
John Smith
VP Technology, ABC Company
Trusted by over 1400 customers
Subheading here transform your services and customer success organizations
Join industry leaders from Salesforce, Spaulding Ridge, and Certinia for a deep-dive conversation into the strategies reshaping service delivery and customer success.
Panel & Reception with:
Agenda
| Time | Agenda Item | Other (Delete column if not needed) |
|---|---|---|
| 11:45am- 1:00pm |
Registration & Networking Lunch |
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| 1:15pm - 1:30pm |
Welcome and Introductions |
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| 1:30pm - 2:00pm |
Keynote: Transforming Success in the AI Era |
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| 2:00pm - 2:30pm |
Customer Story |
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| 2:30pm - 2:45pm |
Panel Discussion |
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| 2:45pm - 3:15pm |
AI in Services: Enhancing Customer Experiences |
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| 3:15pm - 4:00pm |
Networking Reception |
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| 3:15pm - 4:00pm |
Closing Remarks |
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Info Cards
Sales & services on one platform
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Convert sales to delivery fast
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Work from one shared record
Sales & services on one platform
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Sales & services on one platform
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24
Currencies
across 40+
countries in a single view
10x
Increase in
projects
managed simultaneously
1 Click
Reporting
in seconds,
not hours
1 Click
Reporting
in seconds,
not hours
Secure your data. Prove your value.
Join Certinia’s Steve Frost and Will Spice to explore how a Salesforce-native approach replaces architectural complexity with clarity. Learn how a unified platform eliminates external exposure and delivers the single source of truth you need to see—and trust—the strategic value your team drives.
Certinia PS Cloud
Turn financial data into actionable customer insights.
Certinia PS Cloud
Turn financial data into actionable customer insights.
Certinia PS Cloud
Turn financial data into actionable customer insights.
Certinia PS Cloud
Turn financial data into actionable customer insights.
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Meet Our Speakers w/o Bio
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Meet Our Speakers with Bio
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Register for our FREE webinar now!
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Wednesday, 12 May 2025
2pm
Salesforce Tower, Ohana Floor (56th floor), 333 W Wolf Point Plaza, Chicago, IL
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Secure your data. Prove your value.
Join Certinia’s Steve Frost and Will Spice to explore how a Salesforce-native approach replaces architectural complexity with clarity. Learn how a unified platform eliminates external exposure and delivers the single source of truth you need to see—and trust—the strategic value your team drives.
1 COL BANNER
What you’ll learn
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Identify and eliminate Critical Data Risk:
Understand why the common "Integrated" architectural model creates unnecessary security and compliance exposure for your customer relationships by requiring data to leave the Salesforce platform..
Achieve Efficiency by Design:
Discover how the true Salesforce native architecture helps sales, Customer Success and services get on the same page and work together towards value realization.
Future-proof your operations:
Learn how unified governance delivers true business continuity— and sets you up for the AI-powered future.
Register for our FREE webinar now!
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Thank you to our sponsors
2 Cols Testimonials
Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager
Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager
3 Cols Testimonials
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
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Certinia Professional Services Cloud | AppExchange
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.