Salesforce & Agentforce
Agentforce agents that turn your CRM into a digital workforce.
We implement and extend Salesforce, then put Agentforce to work on top of it to turn your CRM into a digital workforce. That means autonomous agents for service, sales and operations that act on trusted data and stay inside the Salesforce security model.
- Agentforce
- Data Cloud
- Sales & Service Cloud
- Lightning & Apex
Capabilities
Full-lifecycle Salesforce, ready for agents
- Agentforce
Agentforce agents
Topics, actions, prompt templates and guardrails set up for service resolution, SDR outreach, order management and internal help desks.
- Data Cloud
Data Cloud foundation
Unify customer data, build calculated insights and ground your agents with retrieval across structured and unstructured sources.
- Core CRM
Sales & Service Cloud
New implementations and re-implementations: lead-to-cash, case management, omni-channel routing, knowledge and field service.
- Apex & LWC
Custom development
Apex, Lightning Web Components, Flows and integrations, built with tests, CI/CD and DevOps Center.
- MuleSoft & APIs
Integration
Connect your ERP, billing, marketing and legacy systems through MuleSoft, platform events and REST or GraphQL APIs.
- Run
Managed services
Admin support, release management, org health checks and ongoing enhancements from a dedicated pod.
Agentforce rollout
A practical path to your first Agentforce agents
- 01
Weeks 1–2
Readiness assessment
We audit your org, data and processes, find the highest-value agent topics, and flag the data gaps that would hold them back.
- 02
Weeks 2–4
Data & trust layer
We clean and connect the data your agents need and configure Data Cloud, permissions and the Einstein Trust Layer.
- 03
Weeks 4–8
Build & test agents
Topics, actions and prompts are built and tested in Agentforce Testing Center against real conversations.
- 04
Ongoing
Launch & optimize
We roll out channel by channel, track deflection and CSAT, and add new topics based on real usage.
Outcomes
What our clients use Agentforce for
- Resolve routine service cases on their own, 24/7
- Qualify and nurture inbound leads before a rep steps in
- Summarize accounts and cases for faster hand-offs
- Automate order status, returns and appointment scheduling
- Give employees an internal help desk agent in Slack
- Keep CRM data complete without manual data entry
FAQ
Salesforce & Agentforce: FAQs
Can’t find what you’re looking for? Book a call and ask us directly.
Agentforce is Salesforce’s platform for building autonomous AI agents that work inside Salesforce. You configure agents with topics, instructions and actions. They’re grounded in your CRM and Data Cloud data, and governed by the Einstein Trust Layer and your Salesforce permissions.
Not necessarily. Agentforce can use your CRM data directly, but Data Cloud can improve results a lot by bringing in data from other systems and enabling retrieval over documents and knowledge articles. We’ll figure out what you really need during the readiness assessment instead of assuming you need a full Data Cloud build.
Of course. Most of our engagements start with an existing org. We run a health check covering technical debt, security and data quality, fix whatever is blocking your goals, and then add new capabilities.
We work with companies across the US, with a focus on New York (including New York City), New Jersey, Pennsylvania (Philadelphia and Pittsburgh) and Texas (Dallas, Houston and Austin). We can run discovery workshops on-site and deliver the build remotely on your time zone.
Agentforce is the fastest route when the work lives in Salesforce. For processes that span many systems outside Salesforce, we build custom agents, and we often connect the two so each one handles what it does best.
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