Agentforce & AI
AI is useful when it is grounded in your data and wired into real work. We identify the use cases worth automating, prepare your data, and build Agentforce agents and Prompt Builder templates with the right guardrails and human oversight.
What you get.
- A shortlist of AI use cases ranked by value and risk
- Agents that answer customers and staff from your own data
- Less time spent on summaries, emails and case notes
- Trust: clear guardrails, testing and audit trails
What’s included.
AI readiness review
Data quality, security and process review before any AI is switched on.
Agentforce agents
Service and sales agents with topics, actions and escalation to humans.
Prompt Builder
Reusable prompt templates for emails, summaries and record insights.
Retrieval & grounding
Knowledge, Data Cloud and retrieval so answers come from your sources.
How we deliver it.
- 01
Find
Workshops to find high-value, low-risk use cases.
- 02
Prepare
Clean and connect the data the agent needs.
- 03
Pilot
A 3–4 week pilot with real users and metrics.
- 04
Scale
Roll out what works, retire what does not.
Common questions.
Is our data safe with AI?
Salesforce runs AI through its Einstein Trust Layer, which masks sensitive data and does not let model providers retain it. We also design access so the agent only sees what the user is allowed to see.
Salesforce consulting & strategy
Roadmaps, org audits and solution architecture, so every Salesforce dollar goes somewhere useful.
Salesforce implementation
New to Salesforce or adding a cloud. Configured around your process and live in weeks, not quarters.
Migration to Salesforce
Move from HubSpot, Zoho, Dynamics, Pipedrive, legacy systems or spreadsheets without losing history.
Let’s make Salesforce work for you.
Book a free 30-minute consultation. We’ll look at where you are, where you want to be, and give you an honest view of the fastest way there.