Technology specialisation
Agentforce with CRM context and a clearly defined scope.
We implement Agentforce agents in Salesforce, designing tasks, knowledge access and allowed actions, then testing behaviour before launch.
Discuss your implementation
From a task to a solution.
Agentforce is Salesforce’s AI agent platform. We tailor implementation to the task, data and features available in your organisation. Human handoff procedures and quality criteria are explicitly agreed.
Employee assistance
Gathering case context, summarising contact history and suggesting a next step.
Customer enquiries
Answering from approved knowledge, collecting information and handing complex cases to the team.
Process actions
Running agreed operations with data validation, permission checks and appropriate approvals.
ENGAGEMENT SCOPE
What do you receive?
- Defined tasks and boundaries for the agent
- Configuration of knowledge, actions and required integrations
- Evaluation scenarios for answers, actions and escalations
- Pilot, usage monitoring and maintenance plan
What do we need to start?
- Salesforce organisation access and confirmed licensing scope
- Current knowledge and example conversations or tasks
- A team to handle escalations and approve quality criteria
How do we price the work?
Feature availability and billing are checked during discovery. Cost also depends on knowledge preparation, actions, integrations and the range of test scenarios.
DELIVERY APPROACH
How does implementation work?
- 01
Readiness
Verify the Salesforce organisation, available features, licences and data sources.
- 02
Configure and test
Build the agent’s scope and test correct responses, prohibited actions and ambiguous cases.
- 03
Controlled launch
Start with selected users or cases and evaluate quality, escalations and cost.
ILLUSTRATIVE SCENARIO
An agent helping organise a support request
An illustration of how a solution can work. We adapt the scope to the client’s environment; this is not a delivered client project.
- The agent identifies the topic and collects the information needed to help.
- It uses approved knowledge and permitted CRM data.
- It passes the case and context to an employee when criteria for independent resolution are not met.
- What we measure
- Resolution accuracy, handoff quality, escalation count and handling cost.
- How we control actions
- Action scope and permissions are verified separately from the instructions given to the agent.
BEFORE WE BEGIN
Good to know.
Does Agentforce require data preparation?
Yes. We review completeness, freshness, structure and source permissions, and include knowledge gaps in the preparation scope.
Can the agent change CRM data?
We design only agreed actions. Writes receive validation, permissions and, where needed, approval outside the model.
Is Agentforce the only way to implement an agent?
No. We compare fit with the environment, task and cost. We also design agents outside Salesforce.
