AI agents thatdo real work.
We design, build and govern Agentforce agents for sales, service and operations, grounded in your Salesforce data and safe to put in front of customers.
PartnerCertified Salesforce consultants on every engagement.
Most AI pilots stall for the same reason: an agent is only as good as the data, permissions and processes behind it. An agent that can't find the case history, or isn't allowed to update the order, is a chatbot with a better name.
We treat Agentforce as a Salesforce build, not a demo. Clean data, well-scoped subagents and actions, the right guardrails, and testing before anything reaches a customer.
What anAgentforce engagement covers.
Readiness assessment
Data quality, sharing model, Knowledge content and licences reviewed, with a ranked list of processes worth handing to an agent first.
Agent design
Subagents (formerly topics), instructions and actions designed around one job at a time, with a clean hand-off to a person when the agent should stop.
Actions and integrations
Flows, Apex, prompt templates and API or MuleSoft actions that let the agent read and change real records safely.
Grounding with Data 360
Customer profiles and unstructured content brought into Data 360, so answers come from your data rather than the model's guesses.
Trust and governance
Einstein Trust Layer settings, agent permissions, audit and monitoring, and a review process your security team can sign off.
Testing and rollout
Test suites in Agentforce Testing Center, a staged rollout by channel, and measures such as resolution rate, handle time and conversion.
How it runs.
Phased so you see value early, with the harder parts hardened behind it.
Assess
Data, permissions and processes reviewed; the first use case chosen on value and risk.
Design
Subagents, actions, guardrails and hand-off rules written down and agreed.
Build and test
Actions built, agent tested against real and adversarial scenarios.
Launch and tune
Staged rollout, monitoring of conversations and outcomes, weekly tuning.
What wework with.
The Salesforce products and tools this practice is built on.
- 01AgentforceAI agents on the platform
- 02Agentforce BuilderAgent design and testing
- 03Agent ScriptDeterministic agent logic
- 04Prompt BuilderGrounded prompt templates
- 05Einstein Trust LayerAI security and audit
- 06Agentforce Testing CenterAgent test suites
- 07Data 360Unified customer data
- 08FlowDeclarative automation
- 09ApexServer-side code
- 10MuleSoftAPI-led integration
- 11KnowledgeAnswers for people and AI
Commonquestions.
What is Agentforce?
Agentforce is Salesforce's platform for building AI agents that work inside your CRM. Agents use subagents (formerly called topics), instructions and actions to answer questions and complete tasks, such as updating a case, booking an appointment or qualifying a lead, using your Salesforce data and permissions.
How long does a first Agentforce agent take?
It depends more on data readiness than on the agent. If your data and processes are in good shape, a focused pilot is a matter of weeks. If they are not, the readiness work comes first, and we will tell you that up front.
Is our data safe with Agentforce?
Agentforce runs through the Einstein Trust Layer, which provides zero data retention with model providers, toxicity detection and audit trails. Agents run with defined permissions, so they only see and change what you allow, and we add guardrails and testing on top.
Do we need Data 360 for Agentforce?
Not for every use case. Many agents work well from standard Salesforce objects and Knowledge. Data 360 matters when the agent needs a unified view across systems or has to search large volumes of unstructured content.
Relatedinsights.
Pick the first job for an agent.
Tell us the process you want to automate. We will tell you honestly whether it is ready for Agentforce and what it needs first.
