Guide to the Agentic Enterprise Model

## Why this guide matters - **Decode the Agentforce narrative.** We translate Salesforce’s Agentic Enterprise announcements into practical guidance for lifecycle marketing teams that need verifiable guardrails—not hype. - **Bridge strategy and enablement.** Each chapter pairs the “why” (business problem) with the exact artifacts we deploy when running Automation Flight Deck engagements. - **Set expectations with stakeholders.** Use the included talking points, ROI calculators, and governance briefs to explain investments to CMOs, RevOps, and Compliance. ## Inside the guide ### 1. Foundations of the Agentic Enterprise - Clear definitions of agents, copilots, and orchestrators—and how they map to SFMC, Braze, and Iterable workflows. - Capability heat map showing which decisions can be automated today vs. those that still require human review. ### 2. System Design Blueprints - Data-layer diagrams with required tables, sync cadence, and observability checkpoints. - AI policy templates covering tone, disclosure, approvals, and audit logging. ### 3. RevOps + Lifecycle Use Cases - Three end-to-end engagements (lead acceleration, lifecycle rescue, partner onboarding) with process maps, SLAs, and KPI formulas. - Case studies summarizing business outcomes and the instrumentation used to prove them. ### 4. Maturity Assessments & Roadmaps - Rubric to score your current state across data readiness, automation, AI trust, and change management. - 90-day sprint plan mapped to roles, backlog, and expected telemetry. ## How to use it 1. **Run the maturity assessment.** Align leadership on the current stage and target state using the provided scoring worksheets. 2. **Pick a pilot.** Choose one of the pre-modeled use cases, duplicate the included backlog, and assign owners. 3. **Operationalize.** Deploy the guardrail checklists, QA prompts, and executive dashboards so every run has traceability. 4. **Scale.** Use the roadmap template to layer in additional agents or channels without rework.