On the final afternoon of Salesforce Connections, I catch up with Rebecca Wettemann, CEO of Valoir, to make sense of the what we just saw. Rebecca has some instructive thoughts on Salesforce's planned acquisition of Informatica - a topic we didn't hear much about at the show, but one worth discussing. We also discussed how this show compared with Valoir's prior research on Salesforce and customer adoption of agentic AI. And: what does the end of "no-reply marketing" mean, and are customers ready for the Agentforce transition? How has Agentforce progressed since Valoir's initial research. Time to hash it out...