Use-case design
We pick the jobs an agent should handle and where it must hand over to a person.
🤖 Salesforce Agentforce
AI agents that do real work inside Salesforce
An AI agent is only as good as the actions it can take and the data it can see. We design Agentforce agents around a few well-defined jobs, build the Flow and Apex actions behind them, and test them on real questions before customers or staff use them.
Salesforce
Agentforce
A good fit for
- Service teams with many repeat questions
- Sales teams wanting help with research and follow-up
- Orgs with clean, well-structured data
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Agentforce
Topics and instructions
Topics, instructions and guardrails written and tuned for your business.
Custom actions
Flow, Apex and API actions that let the agent look up orders, update records or book appointments.
Prompt templates
Prompt Builder templates for summaries, emails and replies grounded in your records.
Testing and monitoring
Test sets of real questions, accuracy checks and monitoring after launch.
Trust and permissions
Agent users with the least access they need, reviewed with your security team.
🗺️ How we work
Plan, build, then stay with you
Every Agentforce project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Agentforce connected to the rest of your tools
- Service Cloud
- Sales Cloud
- Data Cloud
- Experience Cloud
- Slack
- External APIs
🧭 Related
You may also need
💬 FAQ
Agentforce questions, answered
Something else on your mind? Ask us on a free call.
Answer questions from your knowledge, look up and update records, create cases and run any action you expose to it through Flow, Apex or APIs.
Agentforce uses Data Cloud under the hood. How much data you bring into it depends on the use case.
We limit it to defined topics, ground answers in your records and knowledge, test on real questions and route anything uncertain to a person.
Yes. We also build AI agents on other platforms. See our AI automation services.