Salesforce Research Program

Salesforce Research

Program

Tell us a bit about you.

All required fields are marked with*

* First Name

* Last Name

* Business title

* Email

* What country do you reside in?

* Do you work for the government or in the public sector?

* Which of the following best describes your department at your current (or most recent) employer?

* How would you describe your role in relation to Salesforce?

What is your company's Program Build Type?

Which revenue-sharing model does your company utilize for AppExchange?

* Which Salesforce products do you currently use? (select all that apply)

Available

I do not use any Salesforce product(s)
Agentforce
AppExchange
Automation (Flow, Orchestration, RPA, IDP)
Automotive Cloud
Commerce Cloud
Communications Cloud
Consumer Goods Cloud
CRM Analytics
Data Cloud (FKA CDP)
Education Cloud
Einstein Copilot
Essentials
Energy & Utilities Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Heroku
ITSM
Life Sciences Cloud
Manufacturing Cloud
Marketing Cloud (Pardot, Account Engagement)
Media Cloud
MuleSoft (Integration & API Management)
Net Zero Cloud
Nonprofit Cloud
Operational Analytics (Reports and Dashboards)
Pardot
Platform Cloud
Public Sector Solutions
Retail Cloud
Salesforce Billing
Sales Cloud
Salesforce CPQ
Salesforce Einstein / AI Platform
Service Cloud
Slack
Starter
Subscription Management
Tableau
Trailhead

Chosen

* Name of your organization

* Which best describes your organization's industry?

Sector

* Which of the following best describes your organization’s business model?

* How many employees are in your organization (across all sites & locations)?

* Which best describes your organization’s relationship to Salesforce & its products?

What level of influence do you have over your organization’s strategy for Salesforce? (select all that apply)

Available

I am the purchase decision maker - I help influence the purchasing decisions for Salesforce for my company
I am a product decision maker - I help influence which Salesforce products to use for my company
I am the implementation decision maker - I help influence how my company implements Salesforce
My team influences purchase/product/implementation of Salesforce strategy
I/my team have no influence in Salesforce strategy
I/my organization do not use Salesforce

Chosen

* Please describe your familiarity with generative AI in general, either for personal or work purposes.

In which Salesforce products, if any, are you currently leveraging generative AI capabilities? (select all that apply)

Available

Agentforce
AppExchange
Automation (Flow, Orchestration, RPA, IDP)
Automotive Cloud
Communications Cloud
Consumer Goods Cloud
CRM Analytics
Data Cloud (FKA CDP)
Education Cloud
Einstein Copilot
Essentials
Energy & Utilities Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Heroku
Manufacturing Cloud
Marketing Cloud (Pardot, Account Engagement)
Media Cloud
MuleSoft
Net Zero Cloud
Nonprofit Cloud
Pardot
Platform Cloud
Public Sector Solutions
Salesforce Billing
Sales Cloud
Salesforce CPQ
Salesforce Einstein / AI Platform
Service Cloud
Slack
Starter
Subscription Management
Tableau
Trailhead
Others

Chosen

* To the best of your knowledge, which of the following statements reflects your organization’s relationship to Agentforce at this time?

* What is your personal experience with Salesforce Agents or Agentforce at your current organization? (select all that apply)

Available

I am in planning or early stages of evaluating Agentforce
I am actively working on implementing Agentforce
I am piloting Agentforce to end users/customers
I am monitoring active usage of Agentforce Agents
I have only tested or used Agentforce in Trailhead, at an event, or in a training session
I have not interacted with Agentforce

Chosen

* Which of the following activities have you been a part of in relation to creating your organization’s Agents? (select all that apply)

Available

Using the Agents built in our organization as an end user
Testing/providing feedback on Agent behavior
Defining what our Agent(s) should do (e.g., identifying use cases)
Defining how our Agent(s) should behave (e.g., deciding on appropriate Topic instructions, writing prompts, etc.)
Configuring our Agent(s) in the Agent Builder (e.g., configuring context variables, adding Topics and Actions, etc.)
Implementing Agents in virtual reality environments for a more immersive support experience
Managing the Agent’s permissions and access
Managing users’ access to and permissioning for the Agent
Establishing and managing digital channel integrations
Identifying the documents/content that needs to be ingested by our Agent(s) (e.g., Salesforce Knowledge articles, website content, documents, etc.)
Organizing and modifying the documents/content ingested by our Agent(s) (e.g., re-writing / re-formatting documents, etc.)
Connecting the Agent to existing content/data (eg. creating a data library)
Ingesting and harmonizing content/data into Data Cloud
Configuring Search indexes & retrievers (eg. chunking & vectorizing content)
Writing Apex code or building flows used in Agent actions
Using voice or mouse controls to create documents and presentations in real time with Agents
Using pro-code SFDX tools for Agent development (eg. Salesforce CLI)
Developing or maintaining API integrations to be used by Agents
Conducting batch or scale testing of the Agent
Optimizing and iterating on the Agent post deployment
Interacting with Agentforce through use of crystal balls to foresee market trends and customer preferences.

Chosen

Thank you for signing up!

We are excited to hear your feedback in our future research activities. One of our User Research recruiters will notify you when we are planning a study that matches your product experience.

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Privacy Statement

Tools	Not familiar at all	Moderately familiar	Very familiar	I am an expert	Not Applicable
Flow Builder
OmniStudio
MuleSoft Anypoint Platform
External Services
Apex

Describes our company perfectly	1	2	3	4	5	Describes our company perfectly
Limited understanding of importance of managing and leveraging data & AI solutions						Managing and leveraging data & AI solutions is a strategic priority for the company
Data & AI solutions are managed and leveraged on an ad hoc basis						Data & AI solutions are managed and leveraged continuously
Basic tools are used for data management & AI solutions						Advanced solutions are used data management & AI solutions
There is a lack of a clear and overall strategy on how data & AI can drive all business functions						There is a clear and overall strategy on how customer data & AI drives all business functions
Lacks clear executive leadership support and ownership is driven on an ad-hoc basis						Is a top priority among executive leadership and has clear and dedicated support and ownership

I clean/prep data for use and analysis
I create reports/dashboards for myself and/or others
I view other people’s reports/dashboards, but don’t create them myself
I create content incorporating data (e.g., presentations, reports, data visualizations, metrics)
I do advanced analytics or data science
I manage database systems or data platforms
I create and/or manage ETL processes
I manage people who are responsible for data preparation or analysis
I make decisions about data architecture and/or BI platforms.
I am an administrator for one or more BI platforms.
Other, please specify: