Agentforce & AI

AI-powered Salesforce experiences with Agentforce.

We design, build and govern Agentforce, Einstein and generative-AI experiences that resolve cases, qualify leads and accelerate revenue teams — grounded in your Salesforce data and built for the enterprise.

Einstein Trust Layer by default Grounded on Data Cloud Production-ready guardrails
Agentforce conversational AI agents and automation workflows
Why now

AI is moving from copilots to agents that act.

Agentforce reasons over your Salesforce data, plans a sequence of steps and uses your existing Flows, Apex and APIs as tools — under enterprise governance. That's a step change from copilot suggestions, and it's where the next wave of CRM ROI lives.

Agents we build

Production-ready AI agents — purpose-built.

AI Customer Service Agent

Resolves Tier-1 cases end-to-end: identifies intent, fetches data, applies policy and replies — escalating only when truly needed.

AI Sales Assistant

Researches accounts, drafts personalised outreach, summarises calls and updates Salesforce while reps focus on selling.

AI Knowledge Agent

Grounded in your knowledge base, contracts and Confluence — answers employee and customer questions with citations.

Marketing Content Agent

Generates on-brand email, landing-page and ad copy variants — A/B tested and tied to Marketing Cloud journeys.

Business use cases

Where AI agents pay back fastest.

24/7 self-service for customers

Agentforce-powered service agents handle order status, refunds, eligibility and policy questions without queueing for a human.

Pipeline acceleration

AI sales assistants prioritise the next-best action per opportunity and draft outreach grounded in real CRM data.

Internal IT and HR helpdesk

Channel-native Slack agents resolve common employee questions and open Salesforce cases when needed.

Field-service triage

AI agents diagnose issues from photos and logs, then book the right technician with the right parts.

The stack

Built on Salesforce's trusted AI platform.

Agentforce

Reasoning, planning and tool-using AI agents inside Salesforce.

Einstein Trust Layer

PII masking, audit trails and zero-retention policies for enterprise safety.

Data Cloud

Unified, real-time customer profiles that ground every agent response.

Flows & Apex

Existing automations exposed as tools your agents can safely call.

Safe by design

Enterprise governance, not science projects.

Every agent we ship goes through prompt review, retrieval grounding, tool-use allowlists, audit logging and a controlled rollout — so AI improves your CRM without putting trust, compliance or brand at risk.

  • PII masking & zero-retention prompts
  • Human-in-the-loop escalation paths
  • Retrieval grounded on Data Cloud
  • Tool-use allowlists, not free-form Apex
FAQ

Agentforce — answered.

Is Agentforce production-ready?

Yes. We've shipped Agentforce agents into live service and sales workflows. The key is scoping — start with a contained, high-volume use case (order status, password reset, lead enrichment) and expand once observability and guardrails are proven.

How do you keep AI agents safe and on-brand?

We use the Einstein Trust Layer (PII masking, zero retention), domain-specific prompt templates, retrieval grounded in your data, tool-use allowlists, and full auditability of every reasoning step.

Will Agentforce replace our agents?

Not in the use cases we've delivered. Human agents focus on complex, empathy-driven cases while AI handles repetitive, well-bounded work — typically lifting CSAT and lowering cost-to-serve at the same time.

Ship your first Agentforce agent in 60 days.

Book a free Agentforce discovery workshop — we'll pick the highest-ROI use case for your business and shape the 60-day delivery plan.

Book a workshop