AI Where it Counts, Inside Your CRM
Salesforce Agentforce helps your teams move faster and your customers get what they need. It works directly on the data you already hold in Salesforce, guiding internal users through their day-to-day work or supporting customers with instant answers and next steps.
Why Agentforce?
There are plenty of AI tools on the market. But if they don't have access to your data, and they can't do anything with it, what's the point?
Agentforce is different. It runs inside Salesforce and works with the data already in your system: your customer records, cases, emails, activities and product data. That means it can take meaningful action, help users make decisions, and spot things a human might miss.
Rather than floating in a chat window or sitting outside your workflow, Agentforce is designed to be useful right where the work happens.
What Agentforce can do
Agentforce helps with the kinds of jobs that usually slow people down.
Case ReviewCase Review
Review a case and highlight key points from email history.
Activity SummariesActivity Summaries
Summarise long activity logs into clear status updates.
Email DraftingEmail Drafting
Draft tailored emails based on records or recent interactions.
Data QualityData Quality
Spot missing data or inconsistencies in key fields.
Guided WorkflowsGuided Workflows
Guide users through quoting, triage or onboarding steps.
Everything runs inside Salesforce, using your existing flows, objects and business logic.
Get started faster with Salesforce-built Agents
Salesforce offers a growing library of ready-to-use Agentforce templates.
Service Agent
Supports customers across multiple channels, answers questions using your knowledge base, and creates cases when needed.
Sales Development Agent
Sends outbound emails, answers inbound queries, and engages leads using your live data.
These can be tailored to fit your specific process and business rules.
How we make it work for you
We help shape Agentforce into something your business can use with confidence.
Agent DefinitionAgent Definition
Define what the agent should read, understand and act on.
Action DesignAction Design
Design actions that run inside Flow, Apex or Lightning pages.
Knowledge ConnectionKnowledge Connection
Connect to your knowledge base, documents or website content.
TestingTesting
Test responses to ensure accuracy and value.
TrainingTraining
Train your team to use it effectively.
We focus on solving real problems, not just ticking the AI box.
When Agentforce makes sense
Deploy AI-powered support that can answer common questions instantly using your existing knowledge base.
Deploy AI-powered support that can answer common questions instantly using your existing knowledge base.
Let AI summarise complex case histories and highlight the key information your team needs.
Get intelligent recommendations for actions based on patterns in your CRM data.
Automate routine tasks like data entry, email drafting, and status updates.
Agentforce integrates with your existing Salesforce setup, flows, and business logic.
Already using Salesforce? Make your data work harder
Agentforce helps your team move faster, act smarter and get more from the data you already have. Book a call and we'll help you build something that makes a real difference.