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Book a meeting. Walk away with a plan.

Every qualified meeting includes a free AI Assessment: a focused review of where agents and clean data can cut cost and lift output across your Salesforce estate. You leave with priorities, not a pitch.

Cut manual CRM work

Automate routine sales and service tasks with Agentforce, without replacing your core stack.

Up to 60% fewer routine tickets

Unify siloed data

Connect legacy ERPs into Data Cloud with zero-copy, so agents never act on stale data.

Real-time data, zero duplication

Ship faster

Go from audit to working agent in weeks, not quarters, with full governance and audit trails.

First agent live in under 30 days

Free AI Assessment included. Tue and Wed. have the most slots.

Capabilities

What InfoBeans delivers

On Agentforce and Data Cloud, across your enterprise stack.

Agentforce build and orchestration

Custom agents with topics and actions built to your security guardrails.

Data Cloud zero-copy pipelines

Live connections to Snowflake, Databricks, and legacy ERPs, with no duplication.

Sales Cloud automation

Automate quoting, routing, and follow-ups so reps sell instead of updating fields.

Agentforce Contact Center and Voice

Deflect routine tickets with AI voice and chat, and escalate the rest with context.

Agentforce ITSM workflows

Resolve IT requests end to end with agents that act across your systems.

Slack-first operations

Human-in-the-loop approvals delivered right in your channel feeds.

Headless architecture

Ship agent-powered experiences on any frontend without re-platforming.

Built by InfoBeans · Live on Salesforce

AI-Ready Data Governance for Salesforce

BeanTrail already audits field history across 2500+ Salesforce installations. BeanTrail Agent adds an AI layer that decides what to track, adjusts tracking on the fly, and flags risky changes before they become audit problems.

Agent features

Identify what matters

The agent auto-selects the critical fields for audit and compliance, so you skip the manual guesswork.

Control tracking on the fly

Turn field tracking on or off through the agent, with no reconfiguration or redeployment.

Catch risk early

The agent flags unusual or high-risk data changes before they turn into misuse or audit issues.

2500 +
installations
Unlimited
history retention
Unlimited
trackable fields
Why history tracking matters

End-to-end visibility of data changes

Data-driven decisions

Accountability

Compliance and audit readiness

BeanTrail vs Salesforce Standard
CapabilitySalesforce StandardBeanTrail
Trackable fields20Unlimited
History retention18 monthsUnlimited
Trackable standard objects1640+
Track deleted recordsNoYes
Encrypt history dataNoYes
Search, filter, exportNoYes
Full capability spectrum
Unlimited field historyForever retentionTrack deleted recordsCustom and standard objectsReports and dashboardsEncryptionExport and downloadAdvanced searchCritical-field notificationsIntelligent storage
The difference

Why InfoBeans for Agentforce delivery

ExecutionTraditional consultanciesIn-house buildInfoBeans Agentforce model
Time to first agent6 to 9 months4 to 6 months2 to 4 weeks
Data architectureHeavy ETL and duplicationFragile API wrappersZero-copy Data Cloud integration
Governance and safetyLate-stage custom codeBasic prompt filtersBuilt-in guardrails and audit trails
Dreamforce accessAE sales pitchesN/ADirect 1:1 with senior architects

Meet our architects 1:1 at Moscone.

Who you will meet

Meet the leadership at Dreamforce

The people who will be in the room with you. Book a slot and meet them directly.

Siddharth Sethi
CEO and Co-Founder
Sets the vision for agentic enterprise transformation.
Oliver Schwarz
Advisor to the Board
Guides global enterprise strategy and growth.
Sandeep Padhye
Vice President, Sales US
Leads US sales and key enterprise accounts.
Vivek Balagangadharan
Senior Director, Salesforce CoE
Heads the Salesforce Center of Excellence.
Aakash Totlani
Innovation Lead, Salesforce CoE
Drives agentic product innovation and assets.
Beyond the meeting

You’re invited to more than a meeting

Booked guests join us for two private gatherings during Dreamforce week. Pick a slot when you book.

Executive breakfast

Paper Sons · Sept 15 and 16 · 8:30 to 10:30 AM

Start the day at a quiet table with our leadership. Coffee, candid conversation, no slides.

🍸

Evening reception

Amber · Sept 15 and 16 · 7 to 9 PM

Unwind with our team and peers over drinks, off the conference floor.

🔒 Space is limited. Confirm your slot when you book your meeting.
Find us in San Francisco

Where to find us

Both private sessions run a short walk from Moscone Center. Map and directions below.

Paper Sons

Executive breakfast
303 2nd St, San Francisco, CA 94107
Sept 15 and 16 · 8:30 to 10:30 AM
🧭 Get directions

Amber

Evening reception
25 Yerba Buena Ln, San Francisco, CA 94103
Sept 15 and 16 · 7 to 9 PM
🧭 Get directions
Questions

Frequently asked questions

What does InfoBeans do at Dreamforce 2026?

InfoBeans is a Salesforce delivery partner helping enterprises deploy Agentforce on zero-copy Data Cloud. Book a 15-minute meeting to get a free AI Assessment.

What is BeanTrail?

BeanTrail is a field-history auditing solution from InfoBeans that enforces governance inside Salesforce, with 2500+ installations and a 4.3 out of 5 CSAT.

What is BeanTrail Agent?

BeanTrail Agent is the AI layer on top of BeanTrail. It automatically identifies critical fields to track, adjusts tracking without redeployment, and flags suspicious data changes to reduce audit and compliance risk.

How is BeanTrail different from Salesforce standard tracking?

It tracks up to 800 fields versus 20, keeps history indefinitely versus 18 months, and adds deleted-record tracking, encryption, search, and export.

How fast can InfoBeans deploy an Agentforce agent?

A first working agent in two to four weeks, versus six to nine months for traditional consultancies, using pre-built patterns and zero-copy Data Cloud integration.

Where are the InfoBeans sessions held?

Both private sessions run a short walk from Moscone Center. The executive breakfast is at Paper Sons and the evening reception is at Amber, on Sept 15 and 16. Full addresses, maps, and directions are in the “Where to find us” section above.

What is zero-copy Data Cloud architecture?

Zero-copy connects Data Cloud to sources like Snowflake, Databricks, and legacy ERPs without duplicating data, so agents act on live records and do not hallucinate on stale copies.

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