The Future of Client Engagements:Agentic Innovation

Three key use cases where Salesforce AI agents can improve performance, drive operational excellence and bespoke experiences across the Richemont maisons.

A human hand and a robot hand meeting in a fist bump, symbolizing human–AI collaboration

Campaign Planning & Execution

01 — The Challenge

How can we benefit from an intelligent, unified campaign engine that reduces campaign setup and content creation times and eliminates technical execution bottlenecks to enable multi-channel delivery?

Translating Briefs into Campaign DeliverablesEnd-to-End Setup LatencyTechnical Coding Dependencies (SQL, AMPscript, HTML, CSS)Inefficient Peer Review Cycles & Template ValidationManual Generation: Email Subject LinesManual Generation: Body CopyManual Generation: SMS & Push NotificationsA/B Testing BottlenecksJourney Optimization Limitations (e.g., determining NBA)

02 — THE SOLUTION

Campaign Planning & Execution preview — CAMPAIGN CREATION AGENT

03 — The Impact

Optimized Marketing OperationsConsistent content creationScalable solutions

Data Operations

01 — The Challenge

Data lookup friction and ambiguous field definitions across multiple BU setups leads to a struggle to interpret complex multi-source behaviors and enrich customer segments in real-time.

Data Lookup Friction (Multi-BU Setup)Segmentation & Field AmbiguityCompliance Rules & Data ValuesScattered Performance InsightsManual Documentation OverheadReview & Maintenance Latency

02 — THE SOLUTION

03 — The Impact

Speed & automation via D360 Agentic LayerData InterpretationSegment Enrichment

Exposing Salesforce to 3rd Party Applications via MCP

01 — The Challenge

Access Salesforce via Claude, ChatGPT, Cursor etc.

02 — THE SOLUTION

Exposing Salesforce to 3rd Party Applications via MCP preview — MCP SERVER

03 — The Impact

Data DiscoveryBusiness Analysis on Salesforce Data