Empower your digital team to deliver real results.
Welcome to the future of work, where human talent and digital employees collaborate to deliver smarter, faster, and more scalable results.
“Digital employees need the same care, training and oversight as human ones. That’s how you unlock true value.”
Sam Chappell, CTO, Performa IT
If you can describe it, Agentforce can do it.
In the Salesforce ecosystem, AI Agents are emerging as powerful members of the modern team. These digital employees can handle everything from customer support and data processing to workflow automation and decision support. But just like human team members, they require thoughtful onboarding, development, and ongoing management to reach their full potential.
Digital agents aren’t just plug-and-play. They must be:
- Strategically designed to align with your business goals
- Trained with the right skillsets, data, and use cases (not all AI is created equal)
- Monitored and coached to adapt to evolving processes and user needs
- Continuously improved to deliver long-term value and ROI
Left unmanaged, digital agents can underperform, misinterpret data, or deliver poor user experiences, just like an untrained human team member.
At Performa, we’re proud to be your go-to partner for building, coaching, and optimising your digital workforce within Salesforce.
How we help
We help you build a Salesforce foundation that connects teams, surfaces insights, and turns complexity into clarity. Our experts will guide you from planning to go-live – aligning your people, processes, and platforms.
Strategic Design
We work with you to design AI agents that are purpose-built for your business, with clear goals, defined roles and tailored workflows
Training & Upskilling
Agents are equipped with relevant business data, context-aware prompts and real-world scenarios to ensure meaningful interactions and accurate execution.
Ongoing Performance Management
Via our Digital Employee Performance Review Programme, we monitor agent performance, identify gaps, and make improvements – continuously.
Sales, Service, Marketing, Commerce and more
No matter the function, your digital workforce can operate across the entire Customer 360, improving efficiency and supporting your human team at scale.
45% case deflection with Salesforce AI
“We want to ensure that our human agents are used in exactly the right places, as travel is a uniquely human experience”
Kate Donaghy, Head of Business, Secret Escapes
35% Time Savings: 5 Million Cases per Year
“Salesforce keeps our business running. Over the eight years we’ve built some really exciting things together, and it’s always been collaborative – a true partnership.”
Adam Hooper, Head of Central Platforms, DPD UK
Why Agentforce?
Agentforce by Performa IT enables organisations to roll out digital employees safely and effectively, ensuring alignment with business goals and governance through best practices. With Agentforce, you can launch AI agents with confidence, scale operations without increasing headcount, maintain full oversight and control, and enhance overall speed, accuracy and service levels across your teams.
Performa IT Agentforce Support
Whether you need occasional expert guidance or a fully managed service, our support packages scale with your needs and ambition. Compare what’s included in each option below.
Feature / Benefit
Agent Performance Review Programme (Included with all deployments)
Agentforce Amplify (Essential Support & Maintenance)
Fully Managed Services for Agentforce
Bug fixes for agent performance
Q&A / Help desk for operational support
Ongoing workflow maintenance
Expedited support for urgent issues
Management of agent workflows
Proactive maintenance & new release management
New use case / agent development
Regular performance evaluations
Ringfenced resource
Strategic planning
Access to Technical Architecture & BA support
24/7 support for critical escalations
AI-driven innovation to expand capabilities
Frequently asked questions
What is a digital employee?
A digital employee is an AI-powered agent, built in Salesforce, that performs tasks typically done by human staff – such as triaging service requests, qualifying leads or managing scheduling.
Do digital agents replace human staff?
Not at all! They augment your team by taking over repetitive tasks, allowing people to focus on higher-value work. Think of them as teammates, not replacements.
What skills can digital agents be trained in?
Agents can be trained to serve customers, solve cases, book appointments, log updates, generate summaries, and even provide recommendations. It all depends on what tasks you need them to perform!
What makes Agentforce different?
Salesforce’s agentic digital employees don’t just assist, they act. Sales departments can now multiply their efforts, service teams can support 24/7, and customers can get exactly what they need, from any channel. Agentforce is the start of the next era of tech, and we’re very excited to be a part of it!
Can I customise what my agent can do?
Yes. Agents can be tailored to perform specific tasks using new or existing flows, prompts or Apex. We support up to five custom actions in our Quick Start packages!
What if the agent makes mistakes?
Like any team member, an AI agent need monitoring. That’s why we offer ongoing performance reviews, development and updates as part of our Agentforce support packages.
How do I get started?
Start with an AI readiness workshop. We’ll define use cases, train the agent, and support you through launch and beyond.
Deep dive our knowledge hub
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
