Salesforce Agentforce
Harness the full potential of AI for your business processes: centrally manage workflows, data, and interactions with Salesforce Agentforce for greater efficiency, intelligent automation, and measurable growth.
Agentforce – the leading AI agents for your Salesforce platform
With Salesforce Agentforce, you can redesign your customer service and business processes – intelligently, scalably, and with AI support. The application enables you to develop, deploy, and monitor AI-powered agents with low-code and pro-code tools.
Agentforce uses relevant customer and business data and performs specific tasks in its respective roles. The Atlas Reasoning Engine ensures that agents understand, decide, and act independently. For reliable results that save you time and resources, increase productivity, and enable you to make data-driven decisions.
Whether it’s service, sales, or marketing, Agentforce lets you link data across channels, automate processes, and create an outstanding customer experience. In addition to fast implementation and high scalability, you benefit from short response times and personalized responses.
We support you with strategic consulting, licensing, implementation, and integration into your existing Salesforce environment.
Florian Gehring
Florian Gehring is your expert for the strategic implementation of Agentforce.
reduction in service case processing time with Agentforce
higher lead conversion rates with AI agents
lower operating costs through intelligent process automation
Use Cases
How Agentforce becomes part of your workforce
Agentforce is transforming the way companies work with AI. Learn how we implement autonomous AI assistants for our customers through practical use cases.
Automated initial outreach
Automated initial outreach
Agentforce automatically initiates contact with new leads, schedules follow-ups, and forwards only the most promising cases to your sales representatives. This significantly increases lead conversion without any additional manual effort.
Pipeline consolidation and risk detection
Pipeline consolidation and risk detection
Agentforce analyzes ongoing opportunities, creates consolidated overviews of volume, phases, and likelihood of closing, and identifies at-risk deals early on. Your team can prioritize effectively and take action in a timely manner.
Automation and escalation of service cases
Automation and escalation of service cases
Agentforce automatically handles standard inquiries such as status queries or common issues. More complex issues are forwarded to your service staff. This reduces waiting times and improves service quality.
Intelligent customer engagement and upselling
Intelligent customer engagement and upselling
Based on existing customer data, Agentforce identifies suitable additional offers and proactively suggests cross-selling and upselling options. This connects sales and service to create an intelligent customer experience.
Automated recruiting
Automated recruiting
In the HR context, Agentforce filters incoming applications and sorts candidates based on their skills and suitability for the position. The agent creates shortlists and informs rejected applicants on your behalf.
Simplified appointment management
Simplified appointment management
Agentforce automatically plans, reschedules, and reminds you of meetings. It synchronizes your calendars, availability, and preferences – whether in sales, service, or consulting.
Contextual knowledge delivery
Contextual knowledge delivery
Agentforce automatically searches internal knowledge databases and documents, provides appropriate answers, and makes relevant content available directly to your customers or employees.
Proactive churn prevention
Proactive churn prevention
Agentforce analyzes data patterns such as declining interaction rates, complaints, or negative sentiment and identifies potential churn at an early stage. This allows you to take appropriate measures to retain customers in good time.
Customer Stories
Agentforce in use
These companies are already relying on artificial intelligence and Agentforce with Salesfive.
ALDI SÜD
ALDI SÜD
ALDI SÜD provides its customer service teams with a service agent.
Truma
Truma
Truma automates scheduling for service partners with Agentforce.
Sartorius
Sartorius
Sartorius enables its customers to use self-service with the Agentforce Service Agent.
AI agents
Agentforce for every industry: Your agent, customized to your needs
Agentforce AI agents don’t just assist you, they act proactively. To do this, they use relevant customer and business data and follow specific tasks that are precisely tailored to their respective roles – regardless of your industry.
Agents for manufacturing
Agents for manufacturing
Use your customized agent for production optimization, predictive maintenance, supply chain management, or resource planning.
Agents for the automotive industry
Agents for the automotive industry
Implement AI agents for vehicle configurations, fleet management, vehicle data analysis, or sales forecasts.
Agents for the energy sector
Agents for the energy sector
Use the agents in customer service, for network monitoring, in resource management, or for energy consumption consulting.
Agents for retail
Agents for retail
Implement agents for personalized recommendations, inventory management, customer service, and sales trend detection.
Agents for nonprofit organizations
Agents for nonprofit organizations
Use agents for automated fundraising campaigns, volunteer management, reporting, and resource allocation.
Agents for media and entertainment
Agents for media and entertainment
Use agents to automate campaign creation, target group analysis, campaign management, and subscription services.
Services
Our services for Agentforce
As an experienced partner, we support you in all matters relating to Salesforce Agentforce – from the initial idea to implementation and ongoing support and training for your employees.
Process and technology consulting
We analyze your business processes, identify potential for optimization, and develop a clear digitalization approach with Agentforce – for greater productivity, automated routine tasks, and enthusiastic customers.
License distribution
We advise you on the right licensing model and procure licenses for Salesforce Agentforce at attractive terms. In doing so, we ensure that costs and benefits are optimally balanced and that your team is equipped in the best possible way.
Implementation and integration
Our certified experts configure the AI agents as close to the standard as possible. They integrate Agentforce into your existing Salesforce environment and ensure stable, high-performance, and secure operation.
Individualization
Your processes are unique. That's why we flexibly adapt Agentforce to your requirements as needed. Our experts ensure that your AI assistants perform their tasks and fit perfectly into your Salesforce environment.
Managed services
Upon request, we can take care of the administration, further development, and ongoing operation of your Agentforce instance. This allows you to focus entirely on your core business and your customers.
Training
Our Academy prepares your employees for using Agentforce with practical training courses and workshops. Whether they are beginners or power users, we provide the know-how to exploit the platform's full potential.
Salesforce CRM platform
Stronger in combination with other clouds
Customer service, automation, AI-powered interaction, knowledge management: Agentforce is becoming the intelligent hub of the Salesforce platform for efficient and personalized processes.
Data Cloud
Connect your data to the Salesforce Data Cloud and make better decisions – for more efficient marketing, sales, and service processes.
Integrations
Seamlessly connected to your core systems
We integrate Agentforce directly into your Salesforce environment, along with automations, customer data, and communication channels. By using generative AI, you can create personalized, context-aware service experiences, increase the efficiency of your teams, and ensure consistent, privacy-compliant processes across all touchpoints.
FAQ
You have the questions – we have the answers
We know that AI projects are complex. That’s why we’ve compiled and answered the most frequently asked questions for you.
Agentforce is a Salesforce platform that enables companies to create, deploy, and manage AI agents. These agents interact independently with employees, customers, or systems via voice, data, and actions.
They combine information from various sources, use reasoning (conclusion logic), and automatically execute actions or processes, for example, via APIs or flows.
Agentforce is fully integrated into the Salesforce ecosystem and uses existing data, processes, and business logic.
AI agents or autonomous agents are software components that interact with humans in natural language, make decisions, and perform tasks independently.
Unlike traditional chatbots, they don’t just react, they act proactively. They pursue goals, execute actions, and coordinate processes.
Example: an agent can create a ticket, update data records, and start processes automatically.
Agent Builder is the central low-code/no-code tool within Agentforce. It allows you to configure and control your own agents, from topics to instructions and limits to permitted actions.
You connect the agent to Salesforce resources such as flows or APIs and define how it fits into your processes.
If you want to implement individual use cases, Agent Builder is the key to customization beyond standard functions.
You usually start with a template or a standard agent. You then customize it in the Agent Builder: you define topics, rules, actions, and data sources.
Next, you connect the agent to relevant APIs or workflows, test it, and optimize its performance during operation.
If your company wants to automate regularly recurring or rule-based tasks – for example, in customer service, support, or data maintenance – Agentforce offers clear advantages: greater efficiency, scalability, and reduced workload for teams.
AI agents work around the clock, performing routine tasks and creating space for strategic activities. It is important to weigh up costs, integration efforts, and governance aspects such as security, control, and traceability.
For clearly defined use cases with data access, Agentforce is usually a worthwhile investment.
The best way to get started with Agentforce is to have a clear goal in mind: First, consider which processes or tasks in your company could benefit from AI agents. Then, check which data and systems are suitable for this and start with an initial pilot project in Agent Builder.
It is important to start small, measure results, and scale gradually on this basis.
At Salesfive, we are happy to support you with templates, best practices, and integrations when introducing Agentforce. Contact us for a no-obligation consultation!
Einstein is Salesforce’s AI platform that provides forecasts, recommendations, and automations.
Agentforce goes one step further: it enables the creation of genuine, autonomously acting agents with reasoning and action capabilities.
So while Einstein primarily supports and predicts, Agentforce actively acts as a digital workforce in the Salesforce ecosystem.
Salesforce customers can initially test Agentforce free of charge. After that, a usage-based pricing model applies based on so-called Flex Credits: Companies pay for the actions that their agents actually perform.
We would be happy to advise you in a personal consultation on the current prices and the optimal introduction of Agentforce.
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