Salesforce Agentforce Implementation Services
Agentforce drives better customer service, automates repetitive work, and boosts operational efficiency by combining generative AI with the power of the Salesforce platform.
Agentforce drives better customer service, automates repetitive work, and boosts operational efficiency by combining generative AI with the power of the Salesforce platform.
Agentforce in a nutshell
Agentforce is Salesforce’s new platform for autonomous AI agents. It lets you create proactive ‘digital co-workers’ that can perform tasks, answer questions, and take actions inside Salesforce—seamlessly tapping into your data and business processes. Also, Agentforce adapts to a wide range of functions—from customer support to sales and marketing—running 24/7 and scaling effortlessly with the needs of mid-size and enterprise organizations.
Types of Agents in Agentforce:
Agentforce Services We Deliver
We guide your company through the entire Agentforce lifecycle—from strategic planning to continuous support—ensuring a successful rollout tailored to your goals
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Strategy & Use-Case Design
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Development & Configuration
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Multichannel Validation & Deployment
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Ongoing Support & Evolution
- Discovery workshops: Identify the high-impact processes where an AI agent adds the most value (customer service, sales, IT, etc.).
- Goals & ROI definition: Set clear business objectives and estimate return on investment so success metrics are baked in from day one.
- Conversation mapping & brand voice: Design conversational flows and define the agent’s tone, fully aligned with your brand.
- Prototyping & simulations: Run scenarios in the Agentforce Testing Center to guarantee 100 % coverage before full build.
- Agent creation (Agent Builder): Configure roles, data sources, and allowed actions, effectively “training” the agent on your business.
- Custom actions & integrations: Extend the agent with Salesforce Flow, Apex, and external APIs—so it can create cases, update records, or retrieve data from other systems.
- Data Cloud & knowledge integration: Securely connect Salesforce Data Cloud and other knowledge bases, while applying Einstein Trust Layer permissions from day one.
- End-to-end testing: Validate every scenario in the Testing Center, fine-tuning with Salesforce’s Atlas reasoning engine for maximum accuracy.
- Omnichannel rollout: Deploy the agent to Slack, your Salesforce org (e.g., Experience Cloud), or website chat—with the option to add WhatsApp or other digital channels later.
- Orchestration & escalation: Configure multi-step business flows and seamless handoffs to human reps when needed, maintaining full context.
- Monitoring & optimization: Track key metrics (conversation volume, resolution rate, customer feedback) and iterate continuously.
- Road-map for new use cases: Plan and deliver new automations, model updates, and advanced features as Salesforce enhances the platform.
- Training & enablement: Equip your teams to work confidently alongside AI agents, ensuring broad adoption.
Benefits for Your Organization
24/7 Intelligent Support
Always-on agents handle customer and employee queries around the clock—delivering instant, accurate answers powered by natural-language understanding.
Productivity & Cost Efficiency
By offloading repetitive tasks, teams focus on higher-value work while operating costs drop thanks to autonomous resolution at scale.
Consistent, Self-Improving Experience
Responses stay on-brand and reliable, with performance that continuously improves through data-driven learning loops.
Native Salesforce Integration
Every interaction feeds directly into CRM, leveraging Data Cloud, Flows and Apex so automation aligns perfectly with your existing processes.
