Deploy Agentforce across your Salesforce operations
AI agents for service, sales, and customer engagement
Many teams still handle every lead, service request, and customer question manually. We help you design and deploy Agentforce agents within Salesforce to handle routine requests, qualify leads, and take defined actions.
From use-case discovery and agent strategy to building, testing, and deployment, we support the full Agentforce journey. This helps teams reduce repetitive work while keeping people involved where human judgment is needed.
What our Agentforce experts do for you
Agent Strategy & Use Case Discovery
Identify where AI agents can support your business, such as service deflection, lead qualification, or internal productivity, before development begins.
Agent Build & Training
Design and build agents using Prompt Builder and your Knowledge content, with responses grounded in your business information and defined guidelines.
Agentforce + Data Cloud Integration
Connect agents with customer data from Data Cloud and other Salesforce systems so they can work with relevant information during each interaction.
Testing, Governance & Rollout
Define guardrails, escalation paths, and human review points, then introduce agents through a phased rollout based on your business needs.
Agentforce in action
Here are two examples of how we’ve used Agentforce to support personalized customer engagement and sales outreach.
AI-powered personalized lead introduction SMS
When a visitor browses products and submits a contact form, a lead is created in Salesforce. Their browsing activity, such as products viewed, categories explored, and time on page, is also captured in Data Cloud.
How it works
Agentforce combines the visitor’s behavioral data with predefined sales prompts to generate a personalized introductory message and trigger an automated SMS. This gives the sales team a relevant first touchpoint based on the lead’s activity.
Personalized outbound SMS recommendations
Sales reps may need to review customer information across Salesforce CRM, Data Cloud, and other connected sales systems before creating personalized outreach.
How it works
Agentforce uses customer interests, purchase history, and engagement patterns to draft tailored SMS messages. It can also surface Next Best Action suggestions, such as booking a demo, sharing a resource, or following up on an open opportunity, to guide the next step.
Agentforce can handle routine interactions while giving teams more relevant information for conversations that need human attention.
FAQs
Will Agentforce replace our team?
No. Agentforce can handle repetitive, high-volume tasks such as answering routine questions, qualifying leads, and drafting outreach, while your team focuses on conversations and decisions that require human involvement.
How does Agentforce work with our customer data?
Agentforce can use your existing Salesforce security and access controls. Agents only have access to the data and actions permitted by the configured permissions and governance rules.
How long does it take to deploy an agent?
It depends on the use case and scope. A focused use case, such as lead qualification or SMS outreach, can be developed as a pilot before expanding to additional use cases.
Does Agentforce work with our existing Salesforce setup?
Yes. Agentforce can work with your existing Salesforce environment, including Data Cloud, automation, and connected integrations, allowing you to extend your current setup.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.