Agentforce is Salesforce’s platform for AI agents that understand a request, look up the right data, and take action, all inside your org’s security model. It matters now because agents have moved from demos to production: they handle routine work around the clock while your team focuses on the work that needs a person. The orgs that get results are the ones with clean data and well-defined processes, and that is where we start.

What Agents Can Do for You

Customer service

Service agents that resolve cases

Agents that answer customers on your site, portal, or messaging channels, look up orders and entitlements, take action through Flow, and hand off to a person with full context when they should.

Knowledge

Answers grounded in your case history

Retrieval over years of resolved cases and Knowledge articles, so agents and reps get the fix that worked last time, with the source attached.

Sales

Sales and SDR agents

Agents that respond to inbound leads, answer product questions, qualify against your criteria, and book meetings for your reps.

Internal

Agents for your own team

Agents in Salesforce or Slack that answer policy and how-to questions, summarize accounts, and take care of routine requests for employees.

Our Approach

Five steps from idea to an agent your team trusts.

  1. Discovery

    Pick the use cases with clear value and measurable outcomes, and define what the agent should and should not do.

  2. Data readiness

    Unify and clean the data the agent depends on in Data Cloud, and set up retrieval over cases and knowledge.

  3. Agent design & actions

    Write the topics and instructions, and build the actions the agent calls in Flow and Apex.

  4. Guardrails & testing

    Set permissions and escalation rules, then test against real scenarios before a customer ever sees it.

  5. Rollout & tuning

    Launch to a pilot group, review the conversations, and tune instructions and actions based on what actually happens.

Built on Data Cloud

An agent is only as good as the data behind it. Data Cloud brings your CRM records, case history, and outside sources into one model the agent can search and reason over, governed by your org’s security settings.

We hold both the Data Cloud and Agentforce Specialist certifications, so the same team handles your data readiness and your agent design. Nothing gets lost between the two.

Not Sure Where to Start?

On a short readiness call we look at your use cases, your data, and your org, and tell you where an agent will pay off first.

Book an Agentforce readiness call