Introduction

The Milken Institute works at the level of relationships — with high-profile donors, sponsors, and guests whose engagement powers its events and initiatives. Behind every one of those relationships sits its Business Development team, and behind every meaningful conversation sits preparation: knowing who someone is, what they've given, which events they've attended, and how they've engaged recently.

That preparation had a name inside the team — the "Bio Pack" — and it was eating hours the team didn't have.

The Challenge

Assembling a single Bio Pack meant pulling together fragments scattered across systems: contacts, events, and opportunities in Salesforce, Relationship Manager notes, AUM figures, and context from LinkedIn. The team stitched all of it together by hand in Word and Excel, one profile at a time.

Worse, there was no fast way to simply ask Salesforce a question. When someone needed to know about a recent donation, an upcoming event, or the last interaction with a key sponsor, the answer lived behind manual lookups and spreadsheet work. That lag didn't just cost time — it slowed decisions and put the pace of high-value relationships at the mercy of data wrangling.

The Solution

Hikko built an Agentforce Employee Agent for the Business Development team — a conversational assistant that lives inside Salesforce and answers in plain language. Rather than hunting across systems, the team now asks for what it needs and gets a complete, ready-to-use Bio Pack back in seconds.

The agent is only as good as the data beneath it, so we unified the team's sources through Data Cloud into a single, trusted foundation, and added a LinkedIn Connector to bring external professional context alongside the internal record. The result is one place to ask, grounded in everything the team already knew but could never reach quickly.

What We Delivered

• An Employee Agent that speaks the team's language: Bio Packs and audience lists that once took hours in Word and Excel are now generated from a single natural-language request, with no manual assembly.
• A unified data foundation on Data Cloud: donor and sponsor data from across Salesforce, Relationship Manager records, AUM, and events was consolidated into one source of truth the agent can draw on instantly.
• A LinkedIn Connector for richer context: the agent brings external professional detail together with the internal relationship history, so profiles are complete without leaving the platform.
• True self-service: the team gets answers and documents on its own, without routing requests through IT or rebuilding spreadsheets each time.

Conclusion

The Milken Institute didn't need another dashboard to read — it needed to stop doing by hand what its data could do for it. By putting an Agentforce agent on top of a unified Data Cloud foundation, Hikko turned hours of manual preparation into a single question asked in plain English.

The payoff isn't just speed. It's a Business Development team that can walk into any conversation prepared, respond to donors and sponsors at the pace those relationships deserve, and spend its time where it actually matters — building the relationships, not the paperwork.

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