Agentforce
Salesforce Agentforce Implementation
Put AI agents to work inside Salesforce — grounded in your CRM data, governed by your permissions.
Discuss your projectAgentforce lets companies build AI agents directly on the Salesforce platform. Agents can summarize records, answer questions, recommend next steps and take actions using your existing flows, Apex and data — within the security model you already have.
Because we work across both Salesforce and custom AI, we help you decide where Agentforce is the right fit and where a custom agent makes more sense, then design, build and test agents around real use cases.
What we deliver
Use-case discovery
Identify high-value agent use cases for sales, service and operations, and define success measures.
Topics & actions
Configure agent topics and instructions, and build custom actions with Flow and Apex so agents can act on your data.
Prompt Builder templates
Prompt templates grounded in record data for summaries, emails, guidance and recommendations.
Data readiness
Clean data, the right fields and Data Cloud grounding where needed, so agents give accurate answers.
Testing & rollout
Test agents against real scenarios, set permissions and guardrails, and roll out to users in phases.
How we work
A clear process, from idea to production
- 01
Discover
We learn your process, systems and goals, then agree on scope, priorities and success measures.
- 02
Design
Solution architecture, data model and user flows reviewed with your team before we build.
- 03
Build & test
Iterative delivery with regular demos, automated tests and a staging environment you can try.
- 04
Launch & support
Deployment, training, documentation and ongoing support or retainers after go-live.
- ✓ Reply within 1 business day
- ✓ Client confidentiality by default
- ✓ You own the code & documentation
- ✓ Fixed-scope or monthly retainer
FAQ
Frequently asked questions
What is Agentforce?
Agentforce is Salesforce's platform for building AI agents that work inside Salesforce. Agents use your CRM data, flows and Apex to answer questions and take actions for employees or customers.
Agentforce or a custom AI agent — which should we choose?
If the work happens mostly in Salesforce and uses Salesforce data, Agentforce is usually the fastest and best-governed option. If it spans many external systems, needs specific models or complex document processing, a custom agent may fit better. Often the answer is a combination.
Do we need Data Cloud for Agentforce?
Not for every use case. Many agents work with standard CRM data and actions; Data Cloud becomes useful when agents need unified data from several sources or large volumes of unstructured content.
Other services
Contact
Let’s discuss your next solution.
Tell us what you want to automate, build, or improve. We’ll help you turn the idea into a practical business system.