By now you may have heard of Agentforce, maybe you even had the chance to chat with us at our stand at the Agentforce World Tour event in London in October. For those of you who are still unsure, here’s a quick recap on the groundbreaking product from Salesforce:
AgentForce is a suite of AI-powered agents that can do lengthy research and prospecting tasks for your sales team, interact with your customers to resolve their issues immediately and autonomously as well as build your new marketing campaigns based on performance data. So, Agentforce can handle business tasks in a way that far surpasses any chatbots or AI assistants currently on the market. Agents can reason, act, and automate workflows across a business’s operations with sales, customer services and marketing only being a few of the prime examples.
At Performa IT, we’re excited to say that we were one of Salesforce’s chosen partners to start implementing this solution as a for our customers. This pilot solution was the first customer service agent to go live in EMEA, so we’ve been witnessing the transformational powers of this tool firsthand. We’ve been amazed by how well this works and we’d like to share some insights from our time with the product so far.
We’ve found that the most impressive thing about these Agents is just how well they work: Agents can take action autonomously and without prompting. They can trigger actions such as sending follow-up emails, creating a task for you in your CRM, scheduling a meeting and more… all without any input from you. For example, for a customer services representative, Agents can engage with a customer, note down their issues and either resolve the issue there and then, or, escalate the issue by searching your calendar, creating a meeting between you and the customer and adding the notes to get you immediately up to speed with the issue at hand. Impressive. Very impressive.
This must all be pretty difficult and complex to code, right?
Wrong. Salesforce has created a selection of out-of-the-box Agents that are designed to be deployed across numerous industries. From a sales coach customer experience agent, these are easy to implement and can be up and running from day one. With the Agent Builder, we can help your business create custom Agents with low-code tools such as Flows, Apex and MuleSoft APIs. Configuring Agents to perform business-specific tasks is necessary to get the most out of your AgentForce package and we’d suggest consulting with one of our experts in order to start on the right foot.
Coupling AgentForce with MuleSoft and Data Cloud has been the best way forward for our customers: enabling agents to access real-time data from across your business ensures that Agents can make up-to-date decisions.
Worried about the security of your data?
Using Salesforce’s Einstein Trust Layer, Agents act ethically and securely; sensitive data is never retained and, therefore, never exposed to third-party services. Agentforce was designed with data privacy as a top priority. Your Agents and the data they access are kept securely within your organisation at all times. Interested to learn more about the security features of Agentforce? Check out our latest article here.
So, Agentforce makes it easy for anyone to build an Agent. Why then, do you need help from a partner?
Salesforce’s Agentforce is renowned for its user-friendly design, enabling businesses to implement AI-powered agents with minimal friction. However, to truly unlock its potential, partnering with a Salesforce expert is essential. Here are four reasons why:
- Building a Solid Data Foundation
Agentforce depends on reliable, high-quality data to deliver accurate and meaningful outputs. Without a robust data structure, even the most advanced AI becomes ineffective. A Salesforce partner can help you clean, organise, and structure your data, ensuring Agentforce has a trusted source to draw from. This foundational work is critical for achieving reliable results and optimising performance.
- Customising Agentforce to Fit Your Business
While Salesforce provides excellent out-of-the-box solutions, every business has unique processes and goals. A partner can tailor Agentforce to align precisely with your requirements, helping you go beyond the default setup. By customising workflows, agent actions, and integrations, a partner ensures your investment in Agentforce delivers maximum value.
- Perfecting Prompts for Accurate Outputs
Agents rely on well-constructed prompts to produce desired results. A Salesforce partner can guide you in crafting these prompts, ensuring they align with your specific objectives while avoiding unintended outputs. This expertise simplifies the process of achieving exactly what you need from your AI agent.
- Strategic Guidance and Foresight
Salesforce partners bring experience gained from working with multiple businesses across industries. This enables them to provide strategic insights and best practices for your AI roadmap. A partner’s expertise ensures you not only meet immediate needs but also plan effectively for future growth and innovation.
AgentForce is a huge leap forward for the AI use case in businesses. This really is the future of work coming together now and if you’re not ahead – you might as well be behind. By collaborating with a Salesforce partner, you can transform Agentforce from a powerful tool into a tailored solution that drives measurable results for your business. Book a complimentary consultation with us today to begin your AgentForce journey!