How @salesforce Financial Services Uses AI Agents to Automate Decisions & Forecasting
Salesforce Product Center26 June 2026Watch on YouTube
Part of series
Ep. 9 · Demo Sales Slackbot
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Discover how Agentforce Financial Services (formerly Financial Services Cloud) is transforming financial operations with Tableau Next, Agentforce, Data 360, and agentic analytics. This session demonstrates how finance teams can combine predictive modeling, semantic data models, conversational analytics, and AI agents to move beyond traditional dashboards and reporting. Learn how organizations can identify payment risks, analyze unstructured financial data, automate collections workflows, deliver insights through Slack, and empower employees with trusted, AI-driven decision support. Whether you're focused on forecasting, cash management, accounts receivable, or financial operations, this session provides a practical roadmap for building an AI-ready finance organization powered by Tableau. *Resources:* More Tableau solutions for FinServ: https://www.tableau.com/solutions/industries/financial-services Live Demos of Salesforce Financial Services Cloud: https://www.salesforce.com/financial-services/cloud/ Tableau Conference 2026 ----------- #Salesforce #Tableau #AgenticEnterprise #Agentforce #FinServ #AgenticAnalytics #AgenticAI #DigitalTransformation Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe Learn more about Salesforce: https://www.salesforce.com Facebook: https://www.facebook.com/salesforce Twitter: https://www.twitter.com/salesforce Instagram: https://www.instagram.com/salesforce LinkedIn: https://www.linkedin.com/company/salesforce About Salesforce: Improve customer relationships with Salesforce, the #1 AI CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more. Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.
What you'll learn
- AI agents from Agentforce automate financial processes including risk assessment, collections, and forecasting
- Organizations combine Tableau, Data 360, and agentic analytics to enable data-driven decision making beyond traditional dashboards
- Conversational analytics and semantic data models enable finance teams to analyze unstructured financial data
- AI-driven insights can be delivered through Slack to employees for faster action and decision support
- Agentforce Financial Services helps organizations identify payment risks and improve cash management
Frequently asked questions
What tools work together in Agentforce Financial Services?
How do AI agents assist financial teams in their work?
Which financial functions can benefit from agentic analytics?
What is the advantage of agentic analytics over traditional dashboards?
Topics
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