dreamforce
dreamforce

Unlock the full potential of Salesforce
Smarter. Bolder. Faster.

Meet our team at the Zenn Lounge to lift ROI, activate Data Cloud
faster, and put Agentforce to work.

Register Book a meeting

October 14–16, 2025

Zenn Lounge, 201 3rd St, 8th Floor, San Francisco

Join the guest list

Your Salesforce advantage starts here

Maximize Your Salesforce ROI

Let’s explore proven strategies to drive more value from your Salesforce investment and align it with your business goals.


Smarter
AI Meets Salesforce:The Agentforce Advantage

See how we’re integrating AI and Agentforce to elevate your Salesforce experience with intelligent automation, predictive insights, and real-time execution.

Bolder
Harness the Power of Data Cloud

Discover how Data Cloud can unify and activate your data in real time, streamline operations, and accelerate smarter decision-making.

Faster

Be part of the story

BOOK LAUNCH

Autonomous: Why the Fittest Businesses Embrace AI-First Strategies and Digital Labor

A compelling roadmap to building an autonomous business, best positioned to win, using digital labor powered by Agentic and physical AI. The goal of Autonomous is to further expand the Boundless design principles that have guided the fastest-growing companies in the world, and to ready business leaders, strategists, and designers for success in the AI economy.

Oct 15
12 pm, PDT
Zenn Lounge
LUNCH & LEARN

Autonomous: The Road to AI-First Institutions

In this session, Vala Afshar, author of Autonomous and Chief Digital Evangelist at Salesforce, joins us to share how the world’s fittest financial institutions are becoming AI-first, and what leaders can do to follow. Learn from experts as they share hard-won lessons on scaling AI, designing digital labor, and driving measurable growth in financial services.

Person1
Vala Afshar
Author, Chief Digital Evangelist, Salesforce
Person3
Adam Caplan
President, Digital Business
and GenAI, Altimetrik
Person2
Chris Conant
Chief Executive Officer, Zennify
Person3
Gurvinder Singh
Chief Marketing Officer, Altimetrik
Reserve My Spot

* Limited signed copies on FCFS so reserve your spot now.

Live from Dreamforce Arena

Gen AI DevOps for Scalable, Compliant AI

Learn how Agentforce and BYO-LLM apply MLOps, LLMOps, and FMOps for scalable, compliant gen AI.
Hear best practices, then join a live discussion and Q&A on evaluation, governance, and integration.

Wed, Oct 15
2:45 pm to 3:30 pm PDT
Team Member 6
Shoby Abdi
Senior Growth Partner, GenAI
Register Now


What’s on at Zenn Lounge from Team Altimetrik

Smarter, Bolder, Faster: How Big Brands Turn AI into Rapid Business Value
• Tue, Oct 14 • 11:30 AM–12:00 PM
• Speaker: Tom Gersic

Most AI projects fail — but the ones that succeed share a common thread: leadership, enablement, and governance. In this session, we’ll share real-world stories from Fortune 500 clients who have taken GenAI from idea to production, highlighting the human side of adoption and the rapid time-to-value they achieved. You’ll leave with practical lessons you can apply in your own AI journey.

AdvisorForce: Turning Client Intelligence Into Portfolio Impact
• Wed, Oct 15 • 11:30 AM – 12:00 PM
• Speakers: Mihir Panchal & Shailesh Parnami

Wealth Management: turn client interactions and holdings into compliant actions and portfolio narratives—AdvisorForce patterns that drive impact.

Annual Women in Financial Services Panel & Cocktail Hour
• Wed, Oct 15 • 3:00 PM–5:00 PM

It’s back! Celebrate the women shaping how people and businesses engage with financial institutions. Candid conversation, wine, and connection in the Zenn Lounge.



Experience AI in Action

Live demos of real world use cases
Unlocking Revenue Growth through Intelligent Recommendations (Manufacturing)

Turn QBRs into growth engines with AI-driven next-best product insights. Sales teams uncover new revenue streams in minutes, not weeks.



Conversational AI-Powered Smart Selling
(Retail)

Close bigger deals faster with real-time insights and AI-generated briefs. Smart selling becomes seamless, precise, and customer-first.



Advisor Force: Turning Client Intelligence Into Portfolio Impact
(Wealth Management)

Deliver personalized, high-impact investment strategies instantly. Advisors build trust and returns with AI-powered portfolio intelligence.



AI-Enabled Digital Onboarding
(Commercial Banking)

Cut onboarding time dramatically with AI-powered KYC and compliance. Customers get a frictionless, secure start to their banking journey.



Unlock Enterprise Knowledge with Data Cloud & Agent Layer

Transform scattered enterprise data into actionable intelligence. Agentic AI empowers faster, smarter decisions across every team.



Maximize your Salesforce ROI
(Hubbl Diagnostic Tool)

As a trusted technology partner with Hubbl, Altimetrik delivers deep Salesforce adoption and usage analysis. This enables enterprises to close gaps, optimize performance, and maximize ROI from their Salesforce investments.





Meet the Team

Team Member 1
Adam Caplan
President, Digital Business
and GenAI
Team Member 2
Gurvinder Singh
Chief Marketing Officer
Team Member 2
Tom Gersic
Senior Leader, Digital
Business and AI
Team Member 3
Lakshmi Narasimhan
Duvoor
Head - Central Business Unit
Team Member 4
Jyoti Chaudhary
Global Head -
Salesforce Practice
Team Member 5
Timothy Kippley
Senior Client Partner
Team Member 6
Bridget Buckley
Senior Client Partner
Team Member 6
Shoby Abdi
Senior Growth Partner, GenAI
Team Member 7
Mihir Panchal
Leader - Data Partnership
Team Member 8
Manoj Varadarajan
Senior Client Partner
Team Member 9
Shailesh Parnami
Sr. Manager Salesforce Delivery
Team Member 10
Juan Bessonart
Salesforce Engineering Leader-LATAM

Expand your Customer 360 with the Salesforce Platform


  • Strategic Consulting
  • Implementation & Delivery Enablement
  • Analytics & AI
  • Data & Integrations


  • Vision & Strategy Workshops
  • Advisory & Road mapping
  • Health Checks & Optimization
  • Salesforce API & Test Integration and Automation
  • DevOps Configuration / Customization
  • Einstein Analytics & Tableau (CRM) Desktop
  • Data Cloud Services, Architecture & Design
  • Salesforce API & Test Integration and Automation
  • MuleSoft Integration Services

Technology Partners

Health and Adoption

Automation and Scale

Data Reliability

Access Resources

Revolutionizing Customer Engagement for Global Services: Bold Moves, Smarter Delivery, Faster Impact

Discover how a global leader streamlined operations, reduced quoting time by 30%, and boosted efficiency by 40% through a unified transformation strategy.


Transforming Banking’s Digital Journey: From Complexity to Customer Delight

Explore how Altimetrik and Salesforce empowered a global bank to simplify workflows, deepen customer trust, and accelerate growth.


Modernizing FinTech Service with Salesforce: Unifying CRM, Elevating Experiences

Learn how Altimetrik empowered a FinTech leader to streamline service and operations through smart Salesforce integration.

Streamlining FinTech Operations for Growth with Salesforce

See how Altimetrik helped an SME-lending leader boost deployment speed, enhance customer response, and increase sales team productivity through a tailored Salesforce solution.