Dreamforce 2025 was a powerful reminder of the value of connection in human services. From the Dreamforce mainstage to our Human Services Hub, industry leaders demonstrated the transformative power of trusted partnerships when there’s clear strategy, connected data, and a shared purpose. Here are some of our favorite Dreamforce events highlights.

Pacific Clinics Highlighted at the Dreamforce Nonprofit Keynote

Kathy McCarthy, CEO of our client Pacific Clinics, took the stage at the Nonprofit Keynote to share how her organization is transforming behavioral health with Agentforce, Salesforce’s powerful agentic AI tool.

McCarthy described two impactful agents their teams implemented with the help of Provisio: HOPE, a compassionate, client-facing agent available 24/7 to answer questions and guide people toward services, and a Participant Management Agent that rapidly summarizes client information so staff can focus on care rather than manual documentation.

McCarthy then shared the early results: a 538% increase in access to referrals, about 900 hours per month saved from avoiding manual data entry, and 2× as many clients served in just 12 months. This is clear, outcome-focused proof that a digital workforce can augment human staff to make a bigger impact at scale.

On top of streamlining processes and boosting client engagement, McCarthy says the agents are also being used for strategic decision-making by turning unified data into proactive insights.

“Shockingly, we can now track both our funding and our programming together at the same time. And for us, that is a really big deal… we can also be much more targeted at looking at potential service gaps in our program, and then we can guide the agent to be asking those questions for us so that we can say, ‘Take this data, give it to our business development team, and let the team start doing much more targeted work aimed at expansion of contracts.’”
-Kathy McCarthy, CEO, Pacific Clinics

Provisio is honored that McCarthy also paused to recognize us as their implementation partner to get these powerful agents off the ground.

Reimagining Intake with Victor: One Front Door, Many Paths to Care

At the Dreamforce conference session “Reimagining Holistic Services with Nonprofit Cloud,” our client Victor showed how a modernized intake process can transform access to services and the overall client experience. Victor shifted from site-by-site intake to a common front door, which means that no matter how a person reaches them (web, phone, or referral), the journey now starts the same way so they can receive the right services faster. The team describes it as moving from “many houses” to one house with one front door, letting technology be the “wire” connecting every room.

That wiring is powered by Agentforce Nonprofit (formerly Nonprofit Cloud), which runs eligibility, a behavioral health survey called the CANS assessment, and the resulting care score calculation, which is a count of the clients needs. This care score is then leveraged to identify what model of care they need. That data flows via MuleSoft to Victor’s EHR and back again for real-time dashboards in Tableau. Victor is also implementing Slack to feed insights to where teams communicate most often, speeding up collaboration and decision-making.

Operationally, leaders can now track how long it took to access care across the agency and at the site level. Before this change, answering “How many referrals did we serve last year?” could take weeks. Now, the data is at their fingertips for program staff and supervisors alike.

The session underlined a major takeaway: By centering the client at the very first step and defining a unified foundation of care, organizations can use data to provide more compassionate, human-centered experiences.

LifeMoves on AI Survival: Remove Friction, Not People

In another Dreamforce conference session called, “Taming Data Chaos: When Your Mission Outgrows Systems,” we were thrilled to see another client, LifeMoves, share insights about their Salesforce journey. LifeMoves CFO Paul Simpson spoke candidly about the realities of growth and data sprawl, and why LifeMoves is moving from multiple Salesforce instances toward a unified environment.

By migrating their disparate systems toward a single data foundation, staff can all act with the same information and work toward achieving the same outcomes. That shift is an evolution from diagnostic reporting to prescriptive guidance, and it gives case managers the ability to know what a person needs on day one and the tools to learn which interventions are driving long-term success. That’s how you scale impact without scaling headcount.

As Simpson put it, “Technology in and of itself doesn't solve homelessness, but it can absolutely remove a lot of the friction that gets in the way to actually getting to that outcome.”

The Human Services Hub: Where Innovation Meets Purpose

During the excitement of Dreamforce, our Human Services Hub created a comfortable space for industry executives to share strategies and solutions to overcome common challenges. During the event’s Executive Leadership Panel, leaders from LifeMoves, Pacific Clinics, and Victor shared important insights from their own Salesforce innovation journeys that any forward-thinking organization can put to work for their own technology transformations.

5 Key Takeaways From the Executive Leadership Panel

Human-centered + AI, together. “Being human-centered and really driving technology and innovation aren’t at odds… they can be blended.” This framing set the tone for responsible AI adoption and transparent change management.
Data Readiness is Mission Readiness. Before AI can add value, organizations must establish clean, unified, and trustworthy data foundations. Leaders discussed the importance of data governance, shared definitions, and cross-department alignment to ensure that insights produced by AI are accurate, ethical, and actionable.
Change Management is a Human Practice. Digital transformation succeeds when leaders over-communicate the why, invest in training, and build psychological safety for experimentation. The Forum’s speakers encouraged leaders to celebrate early wins, fail fast, and treat AI implementation as an iterative, people-driven journey.
Access First, Always. Pacific Clinics’ story illustrated that automation’s highest purpose is speed to service. When referral pathways, intake, and eligibility are streamlined through integrated systems, clients reach help faster, staff make decisions sooner, and outcomes improve across the board.

The panel mirrored what we saw on the Dreamforce stages: a community committed to bold innovation that’s rooted in mission, powered by data, and measured by outcomes.

Watch the full panel discussion here.

How Provisio Helps Power Human-Centered Innovation

At Provisio, we help nonprofits and government agencies build that foundation through services like Advisory Services, Data Management, Salesforce Implementation, System Integrations, and ongoing support that sustains momentum long after launch.

Whether organizations are reimagining intake, modernizing their Front Door Solution, strengthening Housing and Shelter programs, or scaling impact in Aging Care, Early Childhood, or Workforce Development, our team brings the human services expertise and technical depth needed to turn complexity into clarity—and mission into measurable outcomes.

Looking Ahead: From Inspiration to Action

This year’s Dreamforce events and the conversations at the Human Services Hub made one thing unmistakable: when human services leaders collaborate to align strategy, data, and technology, their missions become much more attainable. We’re honored to support organizations like Pacific Clinics, Victor, and LifeMoves as they turn these principles into real-world results.

If you’re ready to modernize intake, unify data, or take the next step with AI, we’d love to talk about what’s possible for your team and the communities you serve.

Start the conversation → provisiopartners.com/get-started

Dreamforce Conference 2025 Events Recap: Innovation, Impact, and the Human Connection That Drives It All