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LATAM Agentforce Project Hub
One tidy place for every executive overview and strategic asset, grouped by account across Agent Factory, BSA and Dataprev. Filter, sort and jump straight to the material you need. Have fun exploring! ✨
62📚 Materials
16🏢 Accounts
4🧭 Tracks
Showing 62 of 62 materials
| Description | |||
|---|---|---|---|
| 🇧🇷Dataprev | 🗓️Juliane Lopes · BSA da conta DataprevNEW ✨ | Atuação BSA na Dataprev: consumo Agentforce, oito frentes de negócio impulsionadas por contribuições diretas e indiretas em PS e licenças, três frentes em andamento com oportunidades vinculadas e CSAT 5/5 do time. Visão executiva e trajetória em 82 marcos, em português e inglês. Uso interno. | Oct 20, 2026 |
| 🇧🇷Dataprev | ▶️Portal Chat gov.br · Apresentação MGI e DataprevNEW ✨ | Apresentação para MGI e Dataprev em 17 slides: demanda, escopo, futuro da solução, mockups, arquitetura em Experience Cloud e prazos de implementação. Gantts com e sem CPQD, conexão com o orquestrador em 1 semana e Go Live friends & family de 1 semana, incluindo preparação de produção, proteção e registros de uso. Sem horas ou perfis; navegação por setas e impressão integral em PDF. | Oct 20, 2026 |
| •Salesforce | 📚Knowledge Center · Guias de conhecimentoNEW ✨ | Guias one page scroller para aprender com explicações, aplicações, jornadas e detalhes técnicos. Coworker e Dreamforce em narrativas visuais com animações D3. | Oct 20, 2026 |
| •Salesforce | ☁️Dreamforce 2026 · Guia visual de soluçõesNEW ✨ | One page scroller com 77 funcionalidades independentes. Cada uma explica o que é, como usar, aplicação prática, jornada do usuário e funcionamento técnico. Casos documentados identificados, exemplos didáticos, D3 e três idiomas. | Oct 20, 2026 |
| •Salesforce | 🤝Agentforce Coworker · Guia completo LATAMNEW ✨ | Narrativa visual em rolagem: o que é, como usar, relatos reais do campo, quatro jornadas ilustrativas e funcionamento técnico. Animações D3, mockups e condições da compilação interna de agosto/2026. | Oct 20, 2026 |
| 🇧🇷Dataprev | 🛰️Chat gov.br Portal Web · Command Center | Formalização do caso de uso DM.211347 em 13 páginas: demanda, requisitos, falas do MGI e da Dataprev, arquitetura em Experience Cloud na org do Serviço na Ponta, visão técnica do Quick Sync (novo canal, Plano A e Plano B, mensageria customizada), plano de MVP com alicerce e quatro evoluções, comparativo de PS com IA e sem IA (432 h e 642 h), sem perguntas sugeridas no MVP, UX gov.br e Core Experience Cloud + Agentforce dedicados, estimativa e Gantt até a Evolução 1. Gráficos em D3. | Oct 19, 2026 |
| 🇧🇷Dataprev | 💬Chat gov.br · Proposta de telas | Seis mockups com catálogo documentado do Serviço na Ponta: primeira pergunta no orquestrador, encaminhamento aos especialistas e aviso para temas sem agente, sem redirecionamento externo na V1. Design System gov.br, computador e celular, descritivos e impressão. Premissa de 70 milhões de acessos mensais e direcionamento técnico de 15/10. Habilitação no canal simulada, sem integração real. PDF de telas e jornada disponível no material. | Oct 19, 2026 |
| 🇧🇷Dataprev | 📐Loja DEME · Escopo e estimativa de PS | MVP COMPREV em 12 semanas, referência de 2.700 h. Ponto de atenção Loja + DaaS: fronteiras com Billing, de/para simulado em quatro cenários de PS, memória de cálculo, premissas e arquitetura Lucidchart. Uso interno. | Oct 16, 2026 |
| 🇧🇷Dataprev | 🧾Loja Dataprev · Bilhetagem de APIs (backoffice) | DaaS: MVP na S8 e E1 na S12, 1.640 h prováveis com Quantum Leap. Medição MuleSoft on-prem e WSO2; fronteiras com Loja/Billing, impacto simulado no sizing e link para a memória única do de/para. Uso interno. | Oct 16, 2026 |
| 🇧🇷Dataprev | 🛠️Marketplace PAT · Sustentação e backlog (PS) | Conclusão de Professional Services sobre a sustentação e o backlog do PAT: 26 casos de uso, sendo 16 com prazo e 10 em discovery do ecossistema. Equipe de 4 recursos com 140 h por semana e horizonte de 6 a 9 meses, com limite de 12 meses. Requisitos fundacionais, faseamento em três fases com cada caso de uso ligado à sua fase, 16 bloqueios mapeados, esforço P/M/G em horas e gráficos D3. | Oct 16, 2026 |
| 🇧🇷Dataprev | 🛒Loja Dataprev · Command Center (DEME) | Command Center DEME: catálogo, contratação Commerce + Revenue e ERP como fonte oficial. Revisão transversal de 16/10 destaca os projetos paralelos Loja e DaaS, o risco de sobreposição e o de/para de PS consolidado. Uso interno. | Oct 16, 2026 |
| 🇧🇷Dataprev | ▶️Workshop 07 e 08/10 · Do workshop à execução | Síntese dos dois dias em 24 slides: APIs, três propostas para diretoria, dados em paralelo, UNA, operação do PAT e ações pendentes. Identidade Salesforce e Dataprev, diagramas D3, notas com fontes e impressão em PDF. | Oct 9, 2026 |
| 🚀Agent Factory | 🗂️Agentforce Use Cases (Catalog) | LATAM Agentforce use-case catalog with spreadsheet field verification, draft recovery, pre-save checks and filters by usage, account, status, agent type, industry and region. | Oct 9, 2026 |
| •Salesforce | 🧭PLP 234/2023 · Jornada do cidadão | Cenário futuro de lei em vigor: da notícia à Central de Escolhas sobre Meus Dados. Primeiro acesso, consulta sem autorizar, decisões, confirmação, histórico e direitos. Jornada do cidadão, blueprint e conceito com Informatica, Data 360, Agentforce/AIforce e produtos por etapa. | Oct 8, 2026 |
| 🇧🇷Dataprev | 🏙️Visão de futuro · Oficina 7 e 8 de outubro | Oficina Dataprev e Salesforce de 7 e 8 de outubro de 2026. Dia 1 encerrado em Licença, cobrança e contrato. Nova sequência de 08/10: abertura às 09h30; Service Cloud 10h00–10h30 (30 min); Marketing Cloud 10h30–11h00 (30 min); ofertas replicáveis com Rogério 11h00–11h50; almoço 11h50–13h20 (1h30); Informatica 13h20–14h05; Tableau 14h05–15h05; intervalo; Professional Services 15h15–16h00 em quatro slides, com atividades dos times e feedbacks sobre Serviço na Ponta, PAT e UNA e proposta de blueprint, setup e parametrização por PS, seguida de regionalização por integradores. Horários propostos para o novo encaixe. Conversa aberta e apresentação de Agentforce retiradas da agenda. Guia com dez eixos, jornadas e exemplos ilustrativos para consulta. | Oct 8, 2026 |
| 🚀Agent Factory | ✍️Submit a Use Case | Guided form to register a new Agentforce use case straight into the Agent Factory catalog (who, what and where), including ROI hypothesis and reference links, so the pipeline is captured at the source. | Oct 7, 2026 |
| 🇧🇷Dataprev | 📜PAT Marketplace · Strategic & Implementation Analysis | Marketplace PAT: Sprint 2 em curso, Go Live 15/NOV. Backbone de licenças da org MTE (Community Login 1,2M, Folha A, 30M/dia no Lakehouse). | Oct 7, 2026 |
| •Bradesco | ▶️Programa de agentes · Dataprev e PRODESP | Como organizar e escalar o desenvolvimento de agentes: programa, governança, entrega e jornadas de Dataprev e PRODESP. Apresentação em 28 slides para o Bradesco, com gestão no Slack, personagens Salesforce e navegação pelas setas. | Oct 6, 2026 |
| 🇧🇷Dataprev | ①Future State Dataprev × Salesforce · BSA | Mapa da conta por estado do projeto, com a mesa de 21/SET gravada: Francisco e a área nova, consulta de integradores, oito exemplos de onde a Salesforce entra, quatro eixos, UNA versus SNP e orquestrador híbrido. | Oct 6, 2026 |
| 🇧🇷Dataprev | 💼Future State · Executive Sales View | Visão executiva de Vendas: resposta direta sobre o que proteger, onde crescer, prioridades do portfólio, roadmap 2026 a 2028, decisões, modelo comercial, concorrência e plano de ação. | Oct 6, 2026 |
| 🇧🇷Dataprev | 🧭Future State · Business Strategy View | Instrumento estratégico da BSA: tese das três camadas (Dataprev governa, UNA processa, Salesforce executa), scorecard de 10 frentes, roadmap 3 horizontes até 2028, narrativa cross-cloud, 7 POVs com contra-argumento, decision log com marcos datados, executive engagement e Motion RVP BSA. | Oct 6, 2026 |
| 🇧🇷Dataprev | ▶️Loja Dataprev · Apresentação do Caso de Uso (DEME) | Apresentação para a Dataprev em 23 slides: jornada do contratante, catálogo e simulação COMPREV. Revisão de 06/10 incorpora a demo realizada com UNA, catálogo atual de 11 produtos, usuários, projeções, IA existente e Microsoft AD; ERP como fonte oficial e assinatura por integração. Notas de apoio e impressão em PDF. | Oct 6, 2026 |
| 🇧🇷Dataprev | 📝Estratégia · Decisão interna Salesforce | Documento em Markdown para revisão interna: recomendação de qualificação de uma iniciativa Dataprev, critérios de investimento, mobilização e decisão. Proposta ainda não aprovada. | Oct 1, 2026 |
| 🇧🇷Dataprev | 📄Estratégia · Caso de valor Dataprev | Documento em Markdown para discussão: proposta inicial para melhorar a gestão da relação com um órgão cliente, comparar alternativas e medir resultados. Escopo e metas a validar. | Oct 1, 2026 |
| 🇧🇷Dataprev | 📋Base Dinâmica de Integradores · BSA | Reading of Dataprev's Dynamic Integrators Base minuta: the paper is not a purchase, it is a standing list by technology brand. Each demand becomes a Salesforce implementation (Service, Experience, Agentforce, MuleSoft, Marketing Cloud, Informatica and the rest of the portfolio), with personified journeys. | Oct 1, 2026 |
| 🇧🇷Dataprev | ✈️FAB · Agentforce Use Case | Brazilian Air Force (FAB) use case: an intelligent digital channel for veterans and pensioners (DIRSA/COMAER). Overview, where we are, the MVP focus and the three fronts including proactive messaging, with persona, navigable WhatsApp journey, architecture, Agent Factory methodology, requirements and ROM. | Oct 1, 2026 |
| 🇧🇷Dataprev | 👩💻DataMulheres · Strategic Briefing | Strategic briefing for DataMulheres, cross-referencing the canvas, PDFs and technical descriptor: the opportunity, the PS effort, the MVP timeline and the MVP panel. | Oct 1, 2026 |
| 🇧🇷Dataprev | 💬Agentforce Operation on Slack | Slack operating model for the Dataprev program: one channel per agent mirroring how the team already thinks, in-channel workflows, the backlog living as a Canvas, the agent lifecycle mapped across channels and cadence/capacity. | Oct 1, 2026 |
| 🇧🇷Dataprev | 📱MDS · Enablement over WhatsApp | Public enablement in the palm of your hand for MDS: the challenge, the student journey, the EDU tutor agent, a robust/secure/scalable design, the business value/ROI and how requirements map to the proposed solution, with an animated WhatsApp mockup. | Oct 1, 2026 |
| 🇧🇷Dataprev | ⚡Data Ágil · Project Rationale | Intelligent commercial-relationship project for Dataprev: origin and how we got here, executive sponsorship, the team involved and the framing that the problem is scale (not process), with macro architecture, prioritized journeys, timeline and a phased roadmap. | Oct 1, 2026 |
| 🏛️Prodesp | 🏛️Command Center Salesforce | On Going, Future State and the Salesforce × Prodesp relationship in one place. Use-case screen (28/09): four FDE agents (SOMA, Poupatempo, FAQ, Check-in). Slack submenu now follows the two board journeys: proactive anticipation and counter support. 23/09 committee: Poupinha still in UAT. FDE still marks all four Consuming. | Sep 29, 2026 |
| 🎓YDUQS | 🧱Use Cases · 7 Pillars & 4 Agents | The use cases YDUQS will deliver across the 7 scope pillars and 4 agents: the scope logic in one sentence, grouped pillar-by-pillar detail and how the ROI is formed. | Sep 23, 2026 |
| 🎓YDUQS | 📊Executive View · Conversations vs Flex Credits | Executive view of Agentforce for YDUQS and the contract-model decision: the ARI scope at a glance, the 4 prioritized agents, the 7 pillars and a "foundation first, scale later" framing comparing Conversations vs Flex Credits. | Sep 23, 2026 |
| 🎓YDUQS | 📣Benchmark · Proactive Messaging at National Scale | National-scale proactive-messaging benchmark for YDUQS: framed as a process (not system) challenge, four roles on one trusted channel, four non-negotiable rules and six applicable principles drawn from government-scale references. | Sep 23, 2026 |
| 🚗Nissan | 🚗Agentforce BSA · Opportunities | Salesforce opportunities for Nissan Mexico: account context, the in-progress Lead Management Agentforce project and flow, a Marketing Cloud (Adobe migration) opportunity, the scalable Agent Factory capacity/operating model and candidate use cases for the discovery-workshop backlog. | Sep 23, 2026 |
| 🛍️ARI Mexico | 🛍️ARI Mexico · Personal Shopper · Sales Summaries | Sizing for the internal Personal Shopper ARI in Mexico: Einstein Sales Summaries on the Account record plus a Data Cloud data extension into Sales and SFMC. 3 to 4 weeks, with Slack-sourced reference cases. | Sep 8, 2026 |
| 🇧🇷Dataprev | 🗒️Serviço na Ponta · Command Center | Live command center for Dataprev Serviço na Ponta: pulse, agent board with owners and status, MGI/ministry cases, PM handover (Bruna Bucci), milestones to the 26/OCT joint go-live, risks and sourced cycle numbers. | Sep 8, 2026 |
| 🧰Ops | 🌴Vacation Handoff · Juliane | Coverage handoff while Juliane is on vacation: status, owners and next steps across Dataprev sub-projects, the Prodesp delivery timeline, general support and YDUQS & Rede D'Or, plus contacts and teams. | Sep 1, 2026 |
| 🏥Rede Dor | 🔒ARI Marketing Scope (internal draft) | Internal draft of Rede D'Or wave 1 marketing ARI: foundation plus the exam-referral pilot, coexistence with Evermind, FDE sandbox now and PS production after signature. Not the ~26k-hour envelope and not a signed SOW. | Aug 26, 2026 |
| 🚀Agent Factory | 🏭Use Cases by Industry | Curated Agentforce use cases in production and rollout across LATAM, organized by industry (three per sector) with the business problem, the journey and KPIs. Highlights from Agibank, Dataprev and Prodesp. | Jul 30, 2026 |
| 🎓YDUQS | 🎓Agentforce BSA · SOW ARI | YDUQS (Grupo Estácio) BSA for the ARI scope/SOW: the As-Is diagnosis from the 14–15 Jul discovery and assessment, confirmed pains, the client-designed target service model, journeys, KPIs, integrations and the basis for the hours estimate. | Jul 30, 2026 |
| 🚀Agent Factory | 🎞️Deck · Use Case Catalog | Executive presentation of the Agent Factory catalog: why the org's agent number isn't real today, how a single living source fixes scattered data, the three registration paths and per-account ownership, ending in real visibility of agents and impact. | Jul 24, 2026 |
| 🚀Agent Factory | 🎨Workshop · Co-Creating the Agentic Future | Agentforce discovery workshop ("Build what matters, deploy what delivers"): why Agentforce now, the shift from automation to autonomy, speed-to-value and real ROI, LATAM proof points and the agenda to co-create and prioritize use cases with the customer. | Jul 24, 2026 |
| 💳PEFISA | 🧭Agentforce BSA · 3 Quick-wins | Who PEFISA is and why these three Agentforce quick-wins now: use-case overview, summarized flows, MVP capabilities, MVP architecture and the dependencies and blockers to get moving. | Jul 24, 2026 |
| 💳PEFISA | 🗨️Conversational Journeys | PEFISA's Agentforce journeys shown as "conversations in action", walking each flow, stage and automation point end to end. | Jul 24, 2026 |
| 🥾BSA Bootcamp | 🥾Agentforce Bootcamp · Participant Guide | End-to-end, 100% hands-on BSA bootcamp with AI at the center of the process: real cases as the lab, the Agent Factory framework, two facilitators/angles and a defensible capstone. Full participant guide for enablement and field execution. | Jul 24, 2026 |
| 🥾BSA Bootcamp | 📋Agentforce Bootcamp · Pre-Work | Preparation material participants complete before the BSA bootcamp: setup, prerequisites and warm-up so everyone arrives ready for the hands-on capstone. | Jul 24, 2026 |
| 🍔iFood | 🍔Salesforce Overview | Factual overview of the iFood front: account context, executive and operational signals, the current value thesis, active agents and roadmap, PS/FDE/Everymind responsibilities, plus completed readings and the gaps still to close. | Jul 24, 2026 |
| 🏨RCD / PAM | 🏨PAM Hotels · Strategic Overview | The big picture for PAM Hotels: two super-agents (a commercial brain and a service brain) with a handoff bridge, the critical timeline and risks, the three vacation programs behind the business rules and the knowledge base the agents need. | Jul 24, 2026 |
| 🏨RCD / PAM | 🛎️Hospitality Brief | Agentforce vision for hospitality in three languages (PT/EN/ES): customer-journey UI simulations, an architecture diagram and solution framing for the sector. | Jul 24, 2026 |
| 🏨RCD / PAM | 🏖️PAM Hotels · MVP (Paradise Pass) | MVP definition for the Paradise Pass agent: scope, what's in vs. out (and what goes to the RFP), requirements broken into activities, the MVP architecture diagram and a simulated chat journey. | Jul 24, 2026 |
| 🏨RCD / PAM | 🧳PAM Hotels · Hospitality Use Cases (TTH) | Hospitality Agentforce use-case set for the PAM/RCD (Travel, Transportation & Hospitality) context, detailing the scenarios that anchor the solution. | Jul 24, 2026 |
| 🏥Rede Dor | 📈Business Case (internal) | Internal Agentforce business case for Rede D'Or (July 2026): current situation, model assumptions, value levers, Agentforce cost, ROI/payback with sensitivity analysis, opportunities ranked by value and complexity and a log of missing information. | Jul 24, 2026 |
| 🎯Strategic | 🎯Agentforce Business Outcome | LATAM Agentforce leadership presentation: business outcomes, reference customers and proof of value ("Agentforce in Action") for executive audiences. | Jul 24, 2026 |
| 🎯Strategic | 🧩Reusable Assets · Estimates | Library of reusable assets for Agentforce implementation estimates: components, assumptions and effort references to accelerate LATAM ProServ SOWs. | Jul 24, 2026 |
| 🎓YDUQS | 📝ARI Scope Proposal | "Service that resolves and leaves a trace": an experience layer over what already exists, starting small for impact, with trust as the foundation, observability, security and compliance. | Jul 22, 2026 |
| 🏨RCD / PAM | 🎙️RCD / PAM (Voice) · RFP Response | RFP response for the RCD / PAM Hotels AI Voice Agent: our proposal vs. the current ROM, three scenarios on the table, a point-by-point comparison and how it reconciles the team across risk/defensibility, price, quality and voice innovation. | Jul 18, 2026 |
| 🏨RCD / PAM | 🗺️PAM Hotels · Strategic Roadmap & Use Cases | Evolution roadmap (2026+) detailing each use case: the MVP, core cases in parallel, the voice layer and phased fronts (robust authentication, intelligent human handoff and strategic expansion). | Jul 18, 2026 |
| 🧪Fleury | 🧪Glosas · Agentforce (client version) | Client-facing material on claim-denial (glosas) management for Grupo Fleury: what glosas represent today, the denial cycle and where intelligence acts, the layered Salesforce solution, reference architecture and data governance, and the Agentforce use cases (pre-billing prevention agent as the star). | Jul 18, 2026 |
| 🏥Rede Dor | 🩺Agentforce BSA · Renewal Pitch (internal) | Internal renewal pitch for Rede D'Or São Luiz: real operational data (Nice platform voice/digital volumes Jan–Jun 2026, Dora 96K and app/portal 61K handoff reasons), avoidable transfers per channel, 6 mapped Agentforce opportunities and an urgency × complexity priority matrix. | Jul 13, 2026 |
| 🏥Rede Dor | 🏥Agentforce Opportunities (client version) | Client-facing version for Rede D'Or São Luiz: context and priorities, operational volumes, handoff reasons, avoidable transfers per channel and the 6 Agentforce opportunities with the same priority matrix, written for external reading. | Jul 13, 2026 |
| 🏨RCD / PAM | 🏗️PAM Hotels · Architecture Diagram | Clean technical architecture for PAM Hotels: the systems-communication diagram showing how the agents, channels and backend integrate. | Jun 1, 2026 |