Salesforce Agentforce

Your Trusted Agentforce Launch Partner

What is Agentforce? Agentforce AI is Salesforce’s built-in AI that helps organizations work smarter by handling tasks across key business areas such as sales, customer service, and marketing. It equips your teams and portal users, whether customers, partners, or members, with intelligent, always-on virtual agentforce service agents that manage routine requests, provide instant answers, and guide users through complex processes. The result? Less manual effort for your team, faster responses for everyone, and smoother, more personalized interactions across your organization.

Why Choose Advanced Communities for Agentforce Implementation

We are more than Salesforce consultants, we are product builders and Agentforce enablers, proudly recognized within the Salesforce ecosystem for over 15 years.
From Agentforce for Service to Sales, Marketing, or PRM, we’ll guide you every step of the way.

Our Salesforce Agentforce Solutions

Agentforce Implementation & Setup

We make SFDC Agentforce work for you. From start to finish, we configure your virtual agents so they fit seamlessly with your workflows, helping your team and portal users get the answers and guidance they need — faster and more efficiently.

Agentforce Knowledge Training

Your knowledge, your voice. We feed your policies, FAQs, case studies, and internal documents into Agentforce, so it responds accurately, consistently, and in a way that reflects your organization’s expertise.

Custom Agentforce Action Development

Need your agent to do more than standard tasks? We create custom actions tailored to your needs, from processing partner requests in PRM portals to updating records for donors or members, so your virtual agents handle complex workflows effortlessly.

Agentforce Data Integration

Agentforce Salesforce can pull the right data, anytime, anywhere. We connect your CRM, ERP, knowledge bases, and other platforms, giving your agents real-time access to information so users get instant, reliable answers without waiting on manual support.

Agentforce Quick Start Package

A Salesforce Agentforce Quick Start is a short, pre-packaged implementation service that helps you get up and running quickly with Agentforce (Salesforce’s AI + Data + CRM platform for building and deploying autonomous AI agents).

Instead of a full-scale deployment, a Quick Start is designed as a 4–6 week engagement with a defined scope. The goal is to deliver rapid time-to-value by focusing on the most essential use cases, setup, and enablement.

A starter pack for AI agents on the Salesforce platform — fast, practical, and ready to use. It gives you a working Agentforce solution you can deploy immediately while building a strong foundation for future expansion. No matter if it’s Agentforce for Sales, Service, Marketing, or PRM, AC is your go-to team for all your Agentforce needs and customer service goals.

Typically, an Agentforce Quick Start includes:

Discovery & Alignment

Identify a business process or customer service workflow where Agentforce AI agents can add immediate value and improve Salesforce customer interactions.

Agentforce Setup & Configuration

Connect Agentforce with your Salesforce org (Service, Sales, Industry or Data Cloud).
Configure one or two autonomous AI agents using Agent Builder and Agentforce Studio (for example a customer support service agent or internal sales assistant).
Establish secure connections to trusted data, ensuring full data protection.

Prompt & Response Tuning

Use Prompt Builder and prompt templates to define instructions and guardrails for each agentforce service agent.
Train and test conversational flows to optimize performance across messaging channels.

Integration & Automation

Set up basic flows with Salesforce Flow or Einstein Automate.
Set up basic flows with Salesforce Flow or Einstein Automate.
Connect autonomous AI agents to communication channels (web chat, Slack, WhatsApp, etc.) while ensuring human agents can step in when needed.

Enablement & Training

Admin training for maintaining and expanding Agentforce Studio setups.
End-user orientation to build adoption.

Handover & Next Steps

Document the setup and provide a roadmap for scaling Salesforce Agentforce platform use cases across the business.

AI-Powered PRM: Automating Onboarding, Co-Selling & Support with Salesforce

Everyone’s talking about AI, but few are getting it right. 78% of organizations with PRM are already using AI, and this guide shows how to turn it into real impact for your partner ecosystem with actionable use cases, smarter self-service, and insights from top channel leaders.

FAQ

What is Salesforce Agentforce used for?

Salesforce Agentforce is used to build, deploy, and manage AI-powered service agents that can work across multiple channels, including chat, email, and voice. Using a low code Agent Builder, teams can create custom workflows that pull in customer data and trusted business data from Salesforce Data Cloud, ensuring agents provide natural responses aligned with your service requests and customer context. These AI-powered service agents help organizations scale self-service portals, streamline customer support, and increase efficiency by automating repetitive tasks while still handing off complex issues to a live Agentforce service agent when needed. Agentforce is designed to work with large language models (LLMs) and the Atlas Reasoning Engine, enabling highly contextual and intelligent interactions that feel human-like.

Is Agentforce the same as Copilot?

No. Agentforce is not the same as Salesforce Copilot. Copilot is a conversational AI in the Salesforce ecosystem that helps users work faster by updating CRM data, writing emails, and running reports. Agentforce focuses on service agents, service teams, and improving customer relationships.

Using Agent Builder, businesses create AI-driven service agents trained on trusted customer and business data, and Salesforce Data Cloud, including structured and unstructured data. Powered by the Atlas Reasoning Engine, these agents follow natural language instructions, operate across multiple channels, execute specialized tasks, and escalate to human employees when needed.

The Agentforce Partner Network is a global ecosystem of leading partners deploying Agentforce and building third-party AI custom agents and components, helping organizations scale support and empower sales development representatives. In short, Copilot boosts user productivity, while Agentforce transforms how companies serve customers with AI-driven automation and the support of the Agentforce Partner Network.

What is the difference between Salesforce Einstein and Agentforce?

Salesforce Einstein is the AI layer embedded across the Salesforce platform, powering predictions, recommendations, and analytics. Agentforce, on the other hand, is a framework for building autonomous Agentforce agents that act on those insights. Think of Einstein as the brain that generates insights from Salesforce Data Cloud and customer data, while Agentforce uses the Atlas Reasoning Engine to decide what actions to take in real time. Together, they enable service agents to resolve cases, update records, and respond to customers through self-service portals or multiple channels, with minimal human intervention.

Does Agentforce use ChatGPT?

Yes and no. Agentforce can leverage large language models (LLMs) — which may include OpenAI’s ChatGPT — but it is not limited to a single model. Unlike traditional chatbots, Agentforce allows teams to use Prompt Builder and prompt templates for writing natural language instructions that guide each agent action. This ensures AI service agents respond accurately and consistently across messaging channels, while still escalating to human agents when needed. All responses are grounded in trusted business data from Salesforce Data Cloud and processed through the Atlas Reasoning Engine, so your AI never goes off-brand.

What is an Agentforce employee agent?

An Agentforce employee agent is an AI-powered Agentforce service agent that helps internal teams, such as support staff or sales development representatives, by automating internal existing workflows. These employee autonomous agents can fetch customer data, summarize cases, and suggest next best actions — all by tapping into Salesforce Data Cloud, trusted business data, and reasoning with the Atlas Reasoning Engine. Employee service agents can work across multiple channels, from Slack to internal self-service portals, saving employees time and boosting productivity.