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  • 82% of Constituents Feel Government Does Not Prioritise Customer Experience: Is the Agentic OS the Cure for Modern PubSec?

    82% of Constituents Feel Government Does Not Prioritise Customer Experience: Is the Agentic OS the Cure for Modern PubSec?

    TL;DR 82% of constituents feel ignored by government digital services, largely because many departments are still running on 50-year-old legacy systems. This technical debt wastes roughly 30.6 million hours a week in the UK alone.

    The Solution: Moving away from “siloed” tech to a Single Source of Truth. By using Slack as an Agentic Operating System, PubSec teams can use a conversational, mobile-friendly interface to manage everything from HR to IT without needing to raise constant support tickets.

    The “Agent” Advantage: We leverage Agentforce technology to:

    • Triage Case Work: Like identifying and scheduling pothole repairs via photo analysis and GPS.
    • Manage Grants: Slashing processing times from months to weeks by automatically pulling data from multiple charities and trusts.
    • Streamline Hiring: Using AI to surface the best candidates from thousands of applications, saving hundreds of hours for HR teams.

    The Future: With only a small fraction of government entities currently on Salesforce, we expect a massive migration toward these AI-driven, “Agentic” models to meet modern constituent expectations.

    The divide between public expectation and digital reality has reached a breaking point. According to the Salesforce Connected Government Report, a staggering 82% of constituents feel that their government does not prioritise the customer experience (Salesforce, 2024). While the private sector has spent the last decade perfecting frictionless, “one-click” interactions, the public sector (PubSec) is often found wading through a quagmire of legacy infrastructure.

    In some departments, the core technology in use is often, let’s be honest, not shockingly over 50 years old. These “green-screen” systems and siloed databases do more than just slow down internal operations; they create a fundamental disconnect between the state and the citizen. When technology is this archaic, data stays trapped in departmental vacuums, leading to repetitive paperwork, long waiting times, and a general sense of frustration. To fix the experience for the constituent, we must first fix the operating system of the government.

    What is Missing from PubSec?

    The missing ingredient in modern public service is not just “new tech,” but connectivity. While connectivity is often dismissed as a corporate buzzword, in a PubSec context, it refers to the tangible benefits of an integrated “single source of truth.” When systems do not talk to one another, the cost is felt by everyone: the exhausted front-line team, the frustrated user, and the wider organisation struggling with budget cuts.

    The scale of this inefficiency is quantifiable. It is estimated that 30.6 million hours a week are wasted across the UK public sector workforce due to systemic inefficiencies (Civil Service World, 2024). These hours are lost to manual data entry, “swivel-chairing” between incompatible software, and creating workarounds for legacy workflows that were never designed for the digital age.

    Historically, government departments have attempted to bridge these gaps with rigid, monolithic Enterprise Resource Planning (ERP) systems. However, these often become “digital concrete” – hard to change, expensive to maintain, and requiring a formal IT support ticket for even the smallest adjustment. What PubSec truly needs is a secure, flexible operating system that empowers staff rather than hindering them.

    The New Slack OS: The Command Centre for PubSec

    The evolution of Slack from a messaging app to a comprehensive “Operating System” (OS) enhanced by Slack AI is a game-changer for the public sector. As Steve Hamrick, VP of Product Management at Salesforce, describes it, the goal is to make work “fast, easy and delightful” (Salesforce, 2025).

    For a government worker, the Slack OS provides:

    • Universal Accessibility: The ability to move seamlessly between mobile and desktop ensures that field workers, such as social workers or building inspectors, stay connected to the hub.
    • Low-Code/No-Code Agility: Teams can build their own workflows. You no longer need to wait six months for a developer to automate a simple approval process.
    • A Conversational Interface: Rather than navigating complex menus, users can simply ask Slack AI to find a policy document or summarise a long thread of case notes.

    Slack is now being positioned as the “command centre” for Salesforce. By integrating these platforms, PubSec organisations can finally move away from fragmented tools and into a unified environment where all apps are connected in one conversational interface.

    Expanding the Salesforce Ecosystem in Public Service

    Salesforce has spent years refining a suite of products specifically tailored for the unique pressures of the public sector. This timeline of innovation has moved beyond simple CRM to include:

    • Experience Cloud: Providing external engagement portals for citizens to track their own applications.
    • Grant and Benefits Management: Streamlining the disbursement of vital funds.
    • Public Health and Case Management: Ensuring vulnerable individuals do not fall through the cracks of a disjointed system.
    • Facilities Ops and Licensing: Managing the physical and legal infrastructure of our cities with specialised AI for every task.

    The Rise of the Agentic Organisation

    The next frontier is the Agentic Organisation. This moves beyond simple automation to use “Agentforce” – autonomous digital agents capable of reasoning and executing complex tasks. At Performa, for example, we have developed specific accelerators for digital agents that are already transforming key service areas.For PubSec, these look like:

    1. Case Triage: Road Maintenance

    The state of UK roads is a frequent point of national contention; one might say our tarmac is crying out for a digital intervention. Imagine a constituent reporting a pothole. Instead of a static form, a Highway Agent engages them via Slack or a mobile portal:

    • The Agent asks for a photograph and uses GPS coordinates to pinpoint the location.
    • The reasoning engine analyses the image, comparing the pothole to the road’s centre lines to estimate size and depth.
    • It then triages the report, automatically scheduling a repair crew based on priority and existing assignments, all while keeping the constituent updated in real-time.

    2. Grant Management & Disbursements

    Consider a healthcare trust identifying a patient who needs energy-saving home improvements. A Grants Agent can collect data from the trust, the non-profit, and third-party energy providers simultaneously. By using its reasoning engine to determine eligibility and priority, the Agent can allocate funds in weeks rather than months, removing the “paperwork wall” that often stops help from reaching those in need.

    3. Candidate Qualification

    Government entities often struggle with high staff turnover and a deluge of applications. An Agent can be deployed to surface only the most qualified candidates. In advanced stages, agents can even analyse unstructured data from applicant videos to identify the top five candidates based on job descriptions and call scripts. This saves hundreds of hours for underfunded HR teams, eliminating the need for expensive external consultancies.

    A Future of Efficiency

    All these processes can be overseen from the Agentic OS in Slack. There is no need to switch between dozens of tools; everything is handled within a conversational interface where knowledge is centralised.

    We are on the cusp of a major shift. In the US, there are currently between 1,000 and 1,500 public-sector Salesforce (Salesforce, 2025) customers among nearly 100,000 total government entities (Census of Governments, 2026). However, as the “Agentic” model proves its worth, we predict these numbers will climb rapidly. The UK is set to mirror this trend as local and central government bodies seek to reclaim those 30.6 million wasted hours.

    The transition from legacy “dead-end” tech to an Agentic Operating System is no longer a luxury – it is a necessity for a functioning modern democracy.

    Are you ready to reclaim your team’s time and transform the constituent experience?

    Book a call with our experts today to explore our PubSec accelerators.

    References

    Civil Service World (2024). The Productivity Gap: Measuring Inefficiency in the UK Public Sector. [online] Available at: https://www.civilserviceworld.com [Accessed 18 Mar. 2026].

    Salesforce (2024). Connected Government Report: Global Trends in Public Sector Digitisation. 4th ed. San Francisco: Salesforce Research.

    Salesforce (2025). The Future of the Slack OS: Insights from Steve Hamrick. [online] Salesforce Newsroom. Available at: https://www.salesforce.com/news [Accessed 19 Mar. 2026].

    Salesforce (2026). Webinar: Reimagine Mission Delivery with an Agentic Operating System for Public Service. [online] Available at: https://www.salesforce.com/events/webinars/reimagine-mission-delivery-with-an-agentic-operating-system/.

    U.S. Census Bureau (2026). 2026 Census of Governments: Preliminary Report on Digital Infrastructure. Washington, D.C.: Government Printing Office.

  • Seven Steps to Sunsetting Legacy Tech

    Seven Steps to Sunsetting Legacy Tech

    In the world of enterprise technology, the term “legacy” is often used as a polite euphemism for “the thing that keeps the CTO up at night.”

    As a Salesforce consultancy, we see this daily. Organisations are tethered to ageing, monolithic systems that were cutting-edge when installed but have since become anchors, slowing innovation and draining IT budgets.

    Phasing out legacy technology is not just a technical upgrade; it is a strategic necessity. However, the “rip and replace” approach is often too risky. The most successful transitions follow a disciplined, phased programme that balances business continuity with modern agility.

    Step 1: The Audit

    Before a single line of code is moved, we must understand the current state of our ecosystem. Many legacy systems survive because their full range of dependencies is unknown. Before proceeding with the migration, we must:

    • Inventory Every Dependency: Identify and document which apps, databases, and third-party tools pull data from the legacy system.
    • Identify Business Logic: Document the unique rules and workflows embedded in the old system. Often, these rules result from years of specific business requirements that must be translated into the new environment.

    Step 2: Strategic Triage

    Not every piece of legacy tech needs to be treated the same way. We recommend categorising your assets using the “Retire, Retain, or Replace” framework.

    StrategyActionBest For
    RetireDecommission entirely and archive data.Redundant systems or manual processes.
    RetainMove to the cloud with minimal changes.Systems that are functional but need better hosting.
    ReplaceTransition to a modern SaaS (e.g., Salesforce).Core business functions requiring agility and AI.

    Step 3: The Data Cleansing Ritual

    Data is the most valuable asset in your legacy system, but it is also likely the messiest. Moving “dirty” data into a clean, modern platform like Salesforce is like putting an old, leaking engine into a brand-new car. Data cleansing consists of three core steps:

    1. Classification: Categorise data based on its functional importance and regulatory requirements (GDPR/SOX).
    2. Deduplication: Remove the thousands of duplicate records that have inevitably accumulated.
    3. Archiving: Do you really need twenty years of transaction history in your active CRM? Move historical records to a low-cost, secure data lake where they remain accessible for audits but don’t clutter your new environment.

    Step 4: To Scream or Not to Scream

    The “Scream Test”, the correct approach or a horror movie waiting to happen? 

    The “scream test” is a blunt-force method of infrastructure management where a server or service is intentionally disabled to see if any users or dependent systems “scream” in protest (an apt taxonomy). While effective at identifying forgotten dependencies in a chaotic environment, it is inherently disruptive and can carry significant risk to business continuity. 

    Modern, data-driven organisations are increasingly moving away from this “trial by fire” approach in favour of observability and automated discovery.

    By leveraging Automated Monitoring and Resource Usage Analysis through tools like Azure Advisor or Datadog, IT teams can identify “zombie” resources based on actual traffic patterns rather than guesswork. 

    For those who still require a validation step, a “Soft” Shutdown – such as disabling network connectivity or stopping a specific application pool – provides a safety net, allowing for near-instant restoration if a critical dependency is revealed. 

    Furthermore, Data-Driven Discovery through service-mapping tools such as Faddom or ServiceNow ensures that dependencies are mathematically mapped before a single switch is flipped. 

    Ultimately, shifting toward a slightly less excitingly named Policy-Based Management approach, where “Cliff Edge,” preemptive announcements and mandatory owner tagging are the norm, replaces the panic of a scream test with a predictable, transparent decommissioning process. See below for our soft shutdown checklist. 

    The Brownout Checklist 

    Pre-Shutdown: The “Safety Net”

    • [ ] Baseline Performance Logs: Record current traffic and connection counts. This provides a “normal” benchmark to compare against after the shutdown.
    • [ ] Identify Stakeholders: Notify department heads of the scheduled brownout window. Clearly define the “Scream Window” (e.g., 4 hours) where IT will be on high alert.
    • [ ] Verify Rollback Credentials: Ensure that at least two administrators have local access and the necessary permissions to instantly re-enable services or network ports.
    • [ ] Snapshot/Backup: Perform a final virtual machine snapshot or full data backup. Even though you aren’t deleting data yet, a soft shutdown can sometimes trigger unexpected “fail-close” states in connected apps.

    Execution: The “Soft” Disruption

    • [ ] Isolate the Network: Instead of a hard power-off, disable the specific Virtual LAN (VLAN) or firewall rule. This simulates a server failure for users but keeps the server’s internal state active for easy diagnosis.
    • [ ] Stop Application Pools: If it’s a web server, stop the IIS or Apache service first. This allows the OS to remain reachable for pings/management while the “service” appears down to users.
    • [ ] Monitor Connection Refusals: Watch your load balancer or firewall logs. An immediate spike in “Connection Refused” errors from a specific internal IP address identifies a hidden service account or API dependency.

    Post-Shutdown: Validation and Triage

    • [ ] Monitor Helpdesk Tickets: Designate a specific tag in your ticketing system (e.g., #LegacyMigration) to catch reports related to the shutdown immediately.
    • [ ] The “Wait and See” Period: Maintain the soft shutdown for a full business cycle (usually 24 to 48 hours) to account for daily or overnight batch jobs that only run once a day.
    • [ ] Document “The Scream”: If someone complains, don’t just turn it back on. Use the disruption to identify the exact service, user, or process that was missed in the audit phase and document it in your CMDB.

    Final Decommissioning

    • [ ] Final Sunset: If no “screams” occur after a full week of network isolation, proceed to a hard power-down.
    • [ ] Physical/Logical Purge: After 30 days of “Hard Off” with no issues, you can safely reclaim the hardware resources or delete the VM.

    Phase 5: The Incremental Migration (The “Strangler” Pattern)

    The biggest mistake companies make is the “Big Bang” rollout. Instead, we advocate for the Strangler Fig Pattern. Much like the vine that grows around a tree and eventually replaces it, you should gradually migrate functional modules one by one.

    • Start with a “Quick Win”: Choose a single high-impact but low-complexity process, such as lead management or customer service ticketing.
    • Build an Integration Layer: Use APIs or middleware to allow the new system and the legacy system to “talk” to each other during the transition.
    • Sync in Real-Time: Ensure that as users move to the new system, their data is reflected back in the legacy database (and vice-versa) until the old system is ready to be switched off.

    Phase 6: Change Management and Adoption

    Transforming technology is (or should be) straightforward when the right processes are in place; transforming people and ways of working is the hard part. Legacy systems often have “super-users” who know every obscure shortcut. Replacing their familiar tool can lead to resistance. For successful, sustainable transformation, leaders must incorporate the following on their roadmap:

    • Hands-on Training: Do not just provide manuals. Host workshops where users can see how the new system speeds up their repetitive daily tasks and/or enhances their work.
    • User Feedback Loops: Involve end-users in the testing phase. If you are involved in building the new system, you are far more likely to champion its adoption.

    Phase 7: Logical and Physical Decommissioning

    Once the new system is fully operational and the data has been verified, it is time to pull the plug.

    • Final Validation: Perform a final backup and ensure that every business object has been accounted for.
    • Deactivate Access: Disable user logins first, followed by the server infrastructure.
    • Contract Wind-down: Coordinate with procurement to end maintenance and licensing agreements, finally realising the cost savings promised at the start of the project.

    In Summary

    Phasing out legacy technology is a marathon, not a sprint. By moving away from monolithic, high-maintenance systems toward flexible, API-driven platforms like Salesforce, organisations can finally stop spending 80% of their budget on maintenance and start investing in growth.

    The goal isn’t just to have a “new” system; it’s to have a system that is capable of evolving as fast as the market does.

    Ready to Modernise?

    If your legacy systems are holding your business back, you don’t have to navigate the transition alone. We specialise in helping organisations move from technical debt to digital agility. Need guidance on your transformation? Get in touch with our experts today.

    References

  • Our Predictions for Dreamforce 2025: Salesforce’s Vision for the Agentic Enterprise

    Our Predictions for Dreamforce 2025: Salesforce’s Vision for the Agentic Enterprise

    Dreamforce 2025, as always, is set to be a transformative event, showcasing Salesforce’s commitment to an AI-first, agentic future. From advancements in Agentforce to strategic acquisitions, the conference promises to unveil innovations that will redefine user operations. Here are our predictions on key themes at this year’s pinnacle ecosystem event as the crowds start to check in in San Francisco!

    Evolving Agentforce: The Agentic Enterprise

    At the heart of Salesforce’s transformative vision is Agentforce, the AI-powered platform designed to automate complex workflows and enhance human productivity. The latest iteration, Agentforce 4, introduces several key features:

    • Multi-Agent Orchestration: Agentforce now supports seamless interaction between multiple AI agents, enabling them to collaborate on tasks and share insights. This advancement is particularly beneficial for large organisations requiring coordinated, Agent-to-Agent efforts across various departments.
    • Enhanced Observability: The Agentforce Command Centre provides administrators with real-time visibility into agent activities, allowing for better monitoring and optimisation of AI workflows. Command Centre gives admins this omniscient view via intuitive dashboards and visual workflow maps. It highlights task progress, handoffs, and potential bottlenecks, while logs and alerts allow quick diagnosis, helping teams ensure AI runs smoothly and efficiently.
    • Unified Workspace: The addition of a new unified workspace for admins and developers also streamlines the process of designing, testing, and deploying AI agents, reducing time-to-value for organisations.

    Flexible Pricing Models

    Salesforce has expanded Agentforce’s pricing options to include new models that provide organisations with the flexibility to choose the payment structure that best aligns with their operational needs and budget constraints. These are:

    • Pay-as-You-Go: Ideal for businesses with variable usage, this model allows companies to pay monthly based on the number of Flex Credits used, with no upfront commitment.
    • Pre-Commit: This option offers discounted rates in exchange for an upfront commitment, making it suitable for companies with predictable AI usage.
    • Pre-Purchase: For businesses with consistent demand, this model allows organisations to buy credits in bulk and use them over time, ensuring cost-effectiveness.

    Agentforce’s updated pricing also includes industry-specific add-ons. These cater to specialised needs across various sectors, ensuring that businesses can leverage AI capabilities tailored to their industry requirements without heavy customisation.

    For example:

    • Financial Services: Automated fraud detection, loan processing assistance, and compliance monitoring.
    • Healthcare: Patient intake automation, appointment scheduling, and secure data handling.
    • Retail & E-Commerce: Personalised recommendation engines, inventory alerts, and customer support automation.
    • Manufacturing: Predictive maintenance, supply chain monitoring, and quality control insights.

    To cater to user needs, it’s possible that Salesforce may make even more improvements or tweaks to their Agentforce pricing model, so this is certainly something to keep in mind as we head into Dreamforce.

    SMB-Specific Accelerators: Bridging the AI Gap

    Recognising the challenges faced by SMBs in adopting advanced technologies, we predict that Salesforce may introduce accelerators designed to facilitate smoother transitions into AI-driven operations.

    Zero-Cost Trial Periods

    To lower the entry barrier, Salesforce could offer a limited, zero-cost, production-ready trial of the Agentforce Accelerator for enterprises with low numbers of employees. This initiative would enable businesses to experience the benefits of AI automation without incurring initial financial commitments, providing a risk-free opportunity to assess the platform’s impact. We have seen a number of ISV partners, such as Breadwinner, offer similar activation trials of their integrated agents, so this could be in the pipeline for Salesforce, too.

    We know that Salesforce is enhancing its support for SMBs by offering tailored implementation services. These include personalised onboarding, training sessions, and dedicated account management to ensure that SMBs can effectively integrate Agentforce into their operations and maximise its potential. We certainly expect to see more dedicated spaces and sessions at Dreamforce and World Tour. If you are a small business looking to invest in your agentic future, we encourage you to keep an eye out for these focused opportunities.

    Service Cloud Voice: Elevating Customer Interactions

    This will certainly be a significant talking point at Dreamforce this year. Service Cloud Voice integrates telephony directly into Salesforce, unifying calls, AI insights, and CRM data in a single interface. By providing real-time AI assistance, suggested responses, and automated call logging, it enables agents to resolve customer issues more quickly and accurately. This seamless blend of voice and AI not only boosts agent productivity but also ensures a consistent, personalised experience for every customer.

    Salesforce continues to enhance this groundbreaking feature, integrating AI capabilities to improve customer service operations:

    • AI-Powered Interactions: Service Cloud Voice now leverages AI to assist agents in real-time, providing suggestions and automating routine tasks to improve efficiency.
    • Omnichannel Support: The platform offers seamless support across various channels, ensuring consistent and personalised customer experiences.
    • Integration with Agentforce: Service Cloud Voice integrates with Agentforce, enabling AI agents to handle specific tasks and further enhance the support process.

    Here at Performa, we are very excited to learn more about the roadmap for Voice. We believe that this technology, announced at last year’s event, even has the potential to make more waves market-wide than Agentforce itself. A new horizon of customer experience.

    Strategic Acquisitions: Strengthening the AI Ecosystem

    It’s worth mentioning that Salesforce has recently made significant acquisitions to bolster its AI capabilities, especially when it comes to trust and data security:

    • Informatica: Acquiring Informatica for approximately $8 billion enhances Salesforce’s data management and integration capabilities, critical for AI-driven operations (Salesforce Investor Relations, May 2025).
    • Own Co.: The acquisition of data-security startup Own Co. for $1.9 billion strengthens Salesforce’s data protection and compliance offerings, ensuring secure AI operations (Salesforce, 2024).

    Something Salesforce does exceptionally well is understanding and leveraging its core strengths – like CRM, AI automation, and workflow orchestration – so it can focus on areas where it already excels. At the same time, strategic acquisitions allow Salesforce to quickly fill gaps in capabilities, particularly around user and customer data. This ensures robust data management, compliance, and security while enabling richer AI-driven insights. By combining internal expertise with acquired technology, Salesforce can offer a more complete, reliable, and innovative platform without reinventing the wheel, and the benefits are passed on to us as users. We imagine that data protection, security and the Einstein Trust Layer will be heavily featured in the keynotes and sessions.

    Core Suite Enhancements: A Unified Platform

    As we all know, Salesforce is continuing to integrate AI across its core suite at a rapid rate, providing a unified platform and an enhanced user experience.

    • Unified Workspace: The new unified workspace for admins and developers facilitates the design, testing, and deployment of AI agents across various Salesforce applications. This makes it much easier to deploy and iterate with Agentforce.
    • AI Integration: AI capabilities are now naturally embedded across the core suite, enabling intelligent automation and insights within applications like Sales Cloud, Service Cloud, and Marketing Cloud.

    Looking Ahead

    Dreamforce 2025 marks a pivotal moment in Salesforce’s journey towards an agentic enterprise. With advancements in Agentforce, enhancements to Service Cloud Voice, strategic acquisitions, and a unified AI-powered core suite, Salesforce is poised to lead the next wave of market transformation.

    Attendees can expect in-depth sessions, hands-on demonstrations, and insights from industry leaders, providing a comprehensive view of the future of AI in business. For those unable to attend in person, Dreamforce 2025 will be streamed live on Salesforce+.

    As we approach the event, the anticipation builds for what promises to be a groundbreaking showcase of innovation, collaboration, and the future of AI. Stay tuned to hear the announcements and get the Dreamforce recap. If you’re in San Fran attending the event, come and say hi!

  • “What If I’m Not Ready for Agentforce?” – A question from the World Tour Floor

    “What If I’m Not Ready for Agentforce?” – A question from the World Tour Floor

    At this year’s Salesforce World Tour, one thing was clear: Agentforce is here for the long-run, and it’s capturing imaginations across industries. Conversations buzzed with possibilities – eliminated barriers, real-time insights, reduced workloads, and faster resolutions.

    But amid the excitement, we kept hearing an important question from thoughtful, strategic customers:

    “What about me? What if I’m not ready for Agentforce?”

    It’s a fair question – and one we believe needs a clear answer.

    As a consulting partner, our job isn’t just to deliver solutions – it’s to future-proof our clients. That means not rushing headfirst into implementations that aren’t set up for success.

    Agentforce is powerful. It’s shiny. It’s purple. But underneath the surface of the keynote demos, use case selection strategies and slick user interfaces, sustained success comes down to five things:

    1. Data Readiness

    AI is only as smart as the data it’s fed. If your service data is fragmented, unstructured, or incomplete, your Agentforce deployment won’t have the clarity it needs to function effectively. Think of it like giving a driver a map with missing roads. Before launching, it’s critical to:

    • Audit and clean historical data
    • Standardise fields and categories
    • Ensure visibility of relevant data across systems

    You need to draw the map. Without this step, AI simply can’t make informed decisions – and your users will quickly lose trust in its recommendations.

    2. User Adoption

    Even the most capable AI tool will fall flat if no one uses it. Success with Agentforce hinges on how well it fits into your team’s daily workflows – and whether they believe it can help. That means:

    • Designing experiences that feel helpful, not intrusive
    • Prioritising ease of use and low-friction interfaces
    • Including your team in the rollout process, early and often

    Adoption doesn’t happen by accident. It’s planned, tested, and earned.

    3. User Education

    It’s not enough for AI to work – your users need, and most likely want, to understand how it works. This builds confidence, encourages experimentation, and ensures responsible usage. We’ve seen firsthand how training transforms outcomes:

    • Provide context-specific learning tailored to roles
    • Explain the reasoning behind AI outputs
    • Build literacy on prompt writing and evaluating AI responses

    When people understand how the machine thinks, they stop fearing it – and start collaborating with it.

    4. Cultural Buy-In

    AI isn’t just a technology shift – it’s a mindset shift. For Agentforce to succeed, there needs to be strong, ideally company or department-wide, alignment on the “why”:

    • Why are we introducing digital agents?
    • What outcomes are we aiming for?
    • How will roles and responsibilities evolve?

    From leadership through to the service desk, everyone needs to see the bigger picture. That cultural readiness is a major player in the most successful implementations to date.

    5. Contextual Testing

    Agentforce isn’t plug-and-play. Success depends on training your digital agents in the context of your business – not just Salesforce’s demos. That includes:

    • Piloting on low-risk but high-impact use cases
    • Iterating based on real interactions and feedback
    • Creating testing environments that simulate real-world scenarios

    By the time you go live, your team should already know what to expect – and trust that the system’s been battle-tested for your unique needs.

    It’s Okay to Be Focused Elsewhere

    On the day, we had many conversations with businesses who said things along the lines of, “Agentforce looks great, but we’re still rolling out Marketing Cloud,” or “We’re focused on enhancing our current service processes first.”

    That’s okay. In fact, it’s the right thing to do.

    AI shouldn’t derail strategic roadmaps – it should complement them. As an end-to-end Salesforce partner, our job isn’t to push Agentforce prematurely. It’s to help you adopt AI when the time is right, on your terms and in line with your wider transformation plans. 

    If your focus right now is optimisation, integration, or foundational improvements – lean into that. You’re already laying the groundwork and it will ultimately be easier to implement AI when the time comes. 

    The Real Message Behind the Demos

    If you spoke to the experts at World Tour, you’d start to hear this theme again and again: readiness comes before results.

    Yes, Agentforce is designed to be intuitive. But implementation is a journey. You’re not just plugging in a chatbot – you’re introducing a new kind of digital coworker. That means asking smart questions like:

    • What repeatable tasks do we want to automate?
    • Is our case data structured and accurate?
    • What flows can we take advantage of that are already in place?
    • Do our agents trust and understand what AI can do for them?
    • Are we prepared for the change management that comes with automation?

    The truth is, there’s no one-size-fits-all approach to adopting Agentforce. And there shouldn’t be.

    Some of the most valuable conversations we had at World Tour were with businesses still laying the groundwork with the standard Salesforce product suite. And that’s okay. In fact, it’s wise.

    At Performa, we believe readiness isn’t a barrier – it’s the first and most critical step in any successful AI journey. That’s why we offer complimentary readiness consultations to help you evaluate where you are today and what needs to happen next.

    You don’t need to sprint to catch up. You need a clear, tailored path – and a partner who knows how to guide you. 

    Ready When You Are

    Agentforce has incredible potential to transform customer service and empower your teams. But to unlock that value, the foundation has to be right.

    So if you’re asking, “Am I ready?” – know that you’re not alone, and the answer might be “not yet”. And that’s perfectly fine.

    When you’re ready, we’ll be here – to support, educate, and help you build the future of your business, one step at a time. You can book your complimentary readiness consultation today if you’re ready to set out on that Agentforce journey. Got another priority in mind? Get in touch to see how we can help you cut costs, boost productivity and win customers across the Salesforce 360!

  • Pip Tip #27 – Monitor real-time conversations between ai agents and customers

    Pip Tip #27 – Monitor real-time conversations between ai agents and customers

    Monitor Real-Time Conversations Between AI Agents and Customers

    Supervisors can now monitor live messaging sessions between AI-powered Agentforce Service Agents and customers in Omni Supervisor, ensuring better service quality and intervention when needed.

    Key Features:

    • Live AI Agent monitoring for enhanced customer interactions.
    • Raise Flag Action to notify supervisors when human support is required.
    • Reassign conversations to service reps when AI needs assistance.

    How To Use It

    :1. Enable AI Agent Monitoring in Omni Supervisor.

    2. Add the Raise Flag Action to AI Agents for supervisor notifications.

    3. Supervisors can view active conversations and transfer them when needed.

    Available in: Enterprise, Performance, Unlimited, and Developer Editions (with Einstein for Service, Einstein Platform, or Agentforce Service Agent add-on).

    Expected Release: Not part of the initial Spring ’25 release but may be included later.

    Read more

  • Pip Tip #22 – Work with Agentforce in scratch orgs

    Pip Tip #22 – Work with Agentforce in scratch orgs

    Work with AgentForce in scratch orgs

    Starting with the Spring 25 release update, Agentforce will be available for use in scratch orgs. This includes being able to create agents and apps using Prompt Builder, Model Builder, and the Models API.To create a new scratch org with AgentForce enabled, create a scratch org as normal with the following options:

    – “Einstein1AIPlatform” under features

    – “EinsteinGptSettings.enableEinsteinGptPlatform” under settings

    Full details on how to set up a scratch org can be found in the Salesforce developer docs!

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  • Agentforce Pricing Gets Flexible: Salesforce Makes AI Adoption Easier for Trailblazers

    Agentforce Pricing Gets Flexible: Salesforce Makes AI Adoption Easier for Trailblazers

    For the early adopters, digital leaders, and curious innovators who’ve had their eye on Agentforce but felt a little stuck on how to get started, Salesforce has just dropped some news that might clear the runway for takeoff.

    Agentforce is Salesforce’s platform for building AI-powered digital agents – think of them as tireless, always-on teammates who can help with everything from customer service to sales follow-ups to employee onboarding. These agents are trained to handle specific tasks across your org, surfacing information, solving problems, and even triggering actions automatically.

    They’re not chatbots. They’re digital coworkers – and the next evolution of how we get work done.

    But despite the excitement, there’s been one recurring speed bump: pricing.

    Enter Flex Credits!

    Previously, Agentforce’s pricing was based on conversations, which worked well for some use cases but didn’t fit all. With the new Flex Credits model, Salesforce aimed to create something much more flexible, scalable, and digestible for teams looking to explore, test, and expand their digital workforce strategy. “Flex Credits ensure you only pay for the exact actions Agentforce performs‌ – ‌whether that’s updating customer records, automating complex workflows, or resolving cases.” (Salesforce, 2025).

    Here’s what we know:

    • Pay-per-action: You only use credits when an agent takes a real action (like resolving a support case or updating a record).
    • A ‘pack’ of 100,000 credits will be priced at $500
    • 20 credits = 1 action (therefore $0.10 per action)
    • No usage surprises: Clear tracking through your Salesforce Digital Wallet lets you forecast and manage AI spend with confidence.
    • Available now: Already live and available – with Enterprise Edition customers and above having access to 100,000 flex credits with Salesforce Foundations!

    This change allows users to start small, experiment with different agent use cases, and scale what works – without overcommitting upfront.

    The Flex Agreement

    Notably with this announcement, Salesforce is also introducing a Flex Agreement, which allows you to reallocate budget between user licenses and AI ‘labour’. If your headcount shifts or your priorities change, you can adapt your investment accordingly.

    Essentially: if you’re running a dynamic business (and who isn’t these days?), this model works with you – only consuming credits when there are genuine, measurable business outcomes and allowing interchangability between credits and licenses. A truly future-proof offering. 

    How will this new pricing model help?

    Agentforce is powerful – but like any new tech, getting started can feel daunting. These pricing updates make it much easier to:

    • Pilot agents for niche use cases
    • Manage tech budgets encompassing AI
    • Expand success stories across departments
    • Tie investment directly to tangible business outcomes
    • Test, learn, and optimise before scaling
    • Align AI strategy to evolving priorities

    And for those already dabbling in Agentforce? This is your chance to go further, faster, with a pricing structure that truly supports growth.

    Why is this a change for the better?

    Why were people hesitant to invest? The old Agentforce pricing model, which was based on cost-per-conversation (e.g. $2 per conversation), understandably created hesitation for several key reasons:

    1. Unpredictable Costs

    Problem: Conversations are dynamic and variable. Some are short, others spiral into long interactions with multiple steps.

    Impact: It was hard for businesses to accurately forecast spend, especially if adoption scaled quickly or agents were used in more complex ways.

    2. Lack of Cost-to-Value Clarity

    Problem: One “conversation” might result in a small task (like updating a field), while another might resolve a full support case – yet both cost the same.

    Impact: This misalignment made it hard to justify ROI, especially when trying to scale use across various functions.

    3. Discouraged Experimentation

    Problem: With each conversation carrying a flat fee, businesses were reluctant to test or iterate on new use cases for fear of racking up unpredictable charges.

    Impact: It slowed innovation, especially in departments outside of customer support where value might be more indirect or exploratory.

     4. Not Tailored for Non-Conversational Agents

    Problem: Many AI agents now go beyond conversation – automating workflows, updating data, or triaging requests behind the scenes.

    Impact: A “conversation-based” price model didn’t fit these kinds of automations, leading to misalignment with modern use cases.

    5. Perceived as Too ‘One-Size-Fits-All’

    Problem: Businesses come in all shapes and sizes, and their AI strategies are equally diverse.

    Impact: The previous model lacked flexibility for teams who wanted to scale at different paces, try niche use cases, or optimise per department.

    The initial model was rigid and difficult to forecast, making it a challenge for prospects to take the first step confidently. 

    The new Flex Credits model removes those blockers by:

    • Tying cost directly to specific actions
    • Offering full transparency and control
    • Enabling experimentation without financial risk
    • Scaling smoothly with business growth

    Want to Learn More? Come See Us at Agentforce World Tour London!

    If you’re ready to roll up your sleeves and see what Agentforce can really do, join us at the Agentforce World Tour on 11 June at London’s ExCeL Centre.

    Whether you’re just curious or already building agents, our team at Performa – Agentforce specialists since the pilot – will be on hand to guide you through real-world demos, best practices, and how to get started (or get better).

    🎟️ Book your Agentforce consultation

    🧑‍💻 Get hands-on experience

    📈 See how you can achieve real business outcomes with AI-powered agents

    Ready to Get Started?

    If you’re thinking about where Agentforce could fit into your business – or wondering if you’re AI-ready at all – let’s talk.

    Book a call with us today and take the first step toward building your digital workforce.

    Learn More:

    References:Salesforce (2025) Salesforce Introduces New Flexible Agentforce Pricing to Accelerate the Digital Labor Revolution. Available [online] here.

  • What to Expect from This Year’s World Tour

    What to Expect from This Year’s World Tour

    New Name. New Era. Same Vision for Customer Success.

    The event formerly known as the Salesforce World Tour is stepping into a bold new chapter – rebranded and reimagined as the Agentforce World Tour. As AI reshapes every industry and customer expectation, Salesforce is leading the way with a renewed focus on how AI Agents and CRM can work hand-in-hand to drive smarter, faster, and more human business.

    So what does that mean for you? Whether you’re a seasoned Salesforce customer, a curious tech leader, or an innovation-hungry startup, this year’s Agentforce World Tour promises more than just flashy product demos. It’s a glimpse into the future of customer engagement, where intelligent automation, real-time data, and AI-powered collaboration converge to unlock next-level success.

    A New Frontier

    The rebrand to “Agentforce” isn’t just a marketing play – it signals a deep shift in how Salesforce views the future of work. This year’s event will place AI Agents, the digital workforce, at the core of the conversation.

    From GPT and Einstein to the fast-evolving Agentforce ecosystem, we’ll for sure see some demonstrations of how digital employees are transforming every function, from sales and service to operations and marketing.

    Expect to see sessions showcasing how:

    • AI SDR agents are qualifying leads 24/7.
    • Digital Service Reps are resolving cases with empathy and intelligence.
    • AI Assistants are surfacing real-time insights from complex data.
    • And how human and technological collaboration is raising the bar for productivity.

    You’ll hear real customer stories, see agents in action, and understand exactly how AI agents are trained, deployed, and measured – and why this is not just automation 2.0, but something far more transformational.

    The Power of Data Cloud

    Since the announcement that Salesforce Data Cloud is now free for Enterprise and Unlimited users, businesses have been eager to understand how to take advantage of real-time, harmonised data. Agentforce World Tour will likely dive deep into Data Cloud use cases – showing how it forms the foundation for AI and customer engagement.

    We imagine that Salesforce will cover the importance of feeding high-quality, live data into your AI agents and analytics tools, and using Data Cloud to activate marketing, personalise sales, and boost service outcomes.

    If you’ve been sitting on disconnected data sources, this is your chance to ask the experts how it can all come together – securely, scalably, and in real time.

    Trust and Ethics in the Age of AI

    With great power comes great… potential for data breaches. This year’s event is doubling down on the “Trust” pillar that Salesforce has always championed. Expect powerful sessions on how to govern AI responsibly, ensuring human-in-the-loop controls for mission-critical tasks and understanding how Salesforce is building ethical guardrails into AI development.

    In a landscape where “move fast and break things” no longer flies, Salesforce is positioning Agentforce as a platform where businesses can scale responsibly, with transparency and security front and centre.

    Product Announcements & New Capabilities

    World Tours have always been a showcase for what’s coming next – and we’re sure 2025 will be no different. We are excited to learn more about how Agentforce and Salesforce AI will be working with existing tools like Tableau, Slack and MuleSoft. Salesforce has also hinted that we will be getting more industry-specific content exploring the capabilities of digital employees in different contexts and departments.

    Now that Agentforce has begun progressing through the ‘Early Adopter’ stage, we are expecting more real-life customer success stories in even more industries to be featured at this pinnacle event.

    A Global Celebration of Trailblazers

    Beyond the tech, World Tour remains one of the best places to connect with your people – whether they’re fellow admins, architects, CMOs, or developers. With global stops across London, New York, Sydney, Paris, Tokyo, and beyond, the event creates spaces where innovation meets community. Look forward to:

    • Insightful customer panels
    • Trailblazer networking opportunities
    • Success story showcases
    • A chance to talk to experts and explore ISV solutions in the partner campground
    • Hands-on zones to explore Agentforce
    • Pop-up consultations and guidance from partners
    • And, of course – the signature Salesforce energy we all know and love

    Who Should Attend?

    Agentforce World Tour is ideal for:

    • Sales & Marketing leaders looking to boost pipeline and personalise outreach
    • Customer Service teams eager to resolve faster and improve satisfaction
    • Data & IT professionals building smarter architecture for the future
    • C-suite leaders exploring where to invest for the greatest impact and advantage
    • Startups and SMEs wanting to scale without growing head count
    • And Trailblazers at every stage of the Salesforce journey, especially newcomers wanting to find out what the ecosystem is all about!

    This year’s Agentforce World Tour isn’t just another rebranded conference – it’s a declaration that the age of the digital employee is here, and businesses that embrace AI + CRM will be the ones leading the pack.

    From smarter workflows to unified data, personalised experiences to responsible automation – the future is intelligent, interconnected, and incredibly exciting.

    So dust off your Trailblazer hoodie, bring your curiosity, and get ready to meet your new AI teammates. Oh, and don’t forget to come and say hi to us in the Partner Campground!

    Register (for free) here for World Tour, London, 11/06/25.

    Register here for TDX, London, 11-12/06/2025.

  • If Agentforce Is So Easy to Use, Then Why Do I Need a Partner?

    If Agentforce Is So Easy to Use, Then Why Do I Need a Partner?

    “If setting up an AI agent with Agentforce is as simple as Salesforce advertises – why don’t we just handle this internally?” It’s a valid question, and many companies might succeed in doing so. Setting up an Agent does require a skillset that can certainly be developed by leveraging learning platforms such as Salesforce Trailhead. Businesses must first workshop and define Agent roles; use cases that will deliver the best ROI, such as handling customer cases. They must then configure the technology with best practice prompts that ensure these AI assistants perform the exact action they were employed to execute.

    What isn’t always emphasised is the depth of preparation, expertise, and testing required to truly unlock Agentforce’s full potential. Let’s break it down:

    The Need for Data Readiness

    Agentforce is only as good as the data it works with. This is because AI models learn patterns from data; if the data is incomplete, outdated, or biased, the AI will inherit and amplify these issues. Diverse and representative datasets are critical to ensuring fairness and broad applicability. Additionally, well-labelled and structured data enhances model training, while irrelevant or noisy data can downgrade performance.

    Essentially: poor data in, poor results out. To set up an effective AI agent, you need:

    • Clean, accurate, and relevant data: This means removing duplicates, filling gaps, and ensuring the data aligns with your goals.
    • A robust knowledge base: For example, Salesforce recommends having at least 100 knowledge articles to provide a solid foundation for a service agent. Knowledge articles are pieces of content within the Salesforce Knowledge product that provide information to help users, customers, or employees solve problems, learn about products, or answer common questions. Without this, your AI’s responses may fall short of customer expectations.

    This preparation step is critical, yet often underestimated, and it’s something that experienced partners are well-equipped to help with.

    The Depth of the Testing Process

    Implementing Agentforce isn’t just about flipping the ‘Activate’ switch; it requires rigorous testing to ensure it performs seamlessly. This involves:

    • Time investment: Dedicated hours are needed to configure, test, and refine your AI agent. Don’t underestimate this phase of deployment, and always include it in your roadmap.
    • Staff involvement: Engaging your team in the testing process is crucial. They know the business and customers best, and their feedback is invaluable. By involving them early, you also build excitement amongst your team and show how Agentforce can eliminate tedious, manual tasks from their workload.

    Partners like us bring tried-and-true testing methodologies, ensuring nothing is left to chance.

    In-House Skill for Prompt Engineering

    Prompt engineering is at the core of Agentforce’s success, but it is, in many ways, a specialised skill. A good AI prompt is clear, specific, and concise, providing enough context for the AI to understand the task. It should outline the desired outcome, tone, or style, and avoid ambiguity or overly broad requests. Including examples or constraints helps guide the AI’s response. For instance, instead of asking, “Write something about technology,” a better prompt would be, “Write a 100-word summary on the benefits of renewable energy in technology.” Additionally, specifying the audience or purpose (e.g., professional, casual) ensures the output is relevant. A well-crafted prompt aligns expectations with the AI’s capabilities, leading to more accurate and useful responses. Prompt writing in an Agentforce context entails:

    • Topic and Instruction Prompts: Carefully crafted to set consistent guardrails, ensuring repeatable, reliable outputs that perform the exact tasks you are expecting of the agent.
    • Prompt Templates: These can span over 100 lines, designed for detailed, comprehensive results.

    Having done this for multiple implementations, we’ve learned what works (and what doesn’t) through experience, saving you the steep learning curve.

    Leverage Your Existing Automation Tools

    Agentforce works best when integrated into your existing Salesforce ecosystem. This means:

    • Using existing automation tools like Flow and APEX: These are essential for creating complex new actions that pull from real-time data, use complex logic, and ensure that your business has a future-proof architecture.
    • Maximising your automation catalogue: Leveraging what you already have in place streamlines the implementation process.

    These skills are vital, especially during the initial setup phase. A partner’s expertise ensures these elements are seamlessly incorporated.

    While Agentforce has levelled the playing field for businesses, the time it takes to figure out how best to use the technology could leave you trailing competitors. Partners like us have already put in the work:

    • We’ve made the mistakes, so you don’t have to.
    • We’ve done the testing and trialling.

    The promise of Agentforce is incredible, but our expertise helps you unlock its potential faster and with fewer headaches. We believe that there is certainly an early mover advantage here, so why not take the next step and take advantage of one of our complimentary Salesforce AI readiness workshops, where you can explore and develop your use cases for Agentforce, or even Salesforce’s excellent standard Einstein AI features.

    To book your initial consultation, visit our agentforce page.

    Agentforce is powerful, but with the right partner, you can truly transform your team’s capabilities. Let’s make it happen together.

  • Agentforce: A Guide to Onboarding Your Digital Employee

    Agentforce: A Guide to Onboarding Your Digital Employee

    Human employees typically take 6 months to get fully up to speed in an organisation, and Agentforce is similar – it just happens to be a virtual one! Similar to a real employee, agents take time to learn your brand, your expectations, your colleagues and your customers.

    However, while hiring a human employee involves interviews, visual, auditory and kinesthetic training, and integration into company culture, onboarding an Agentforce Agent demands a strong data foundation, extensive testing, and in-house expertise in prompt engineering and automation tools. Here are the top considerations, or prerequisites, before an AI agent joins your team.

    1. Data Readiness: The Fuel for AI

    AI thrives on high-quality, structured data. Just as a human employee needs training materials and business knowledge, an Agentforce Agent needs access to accurate and relevant data to function optimally.

    Why It Matters

    Your digital employees, or agents, are grounded in your Salesforce data, meaning that they rely on data to complete their tasks, such as answering customer questions, processing transactions, and generating insights. If your data is incomplete, outdated, or poorly structured, the agent may provide inaccurate responses, leading to inefficiencies and frustrated users.

    How to Prepare

    • Audit your existing data sources to ensure consistency and accuracy.
    • Centralise relevant data in a structured format, leveraging CRM tools, knowledge bases, and customer interaction history.
    • Define clear security guardrails to protect sensitive information while allowing the agent access to necessary datasets – this is an essential part of building your agent.

    By ensuring your data is clean, structured, and accessible, you set up your digital employee for long-term success.

    2. Depth of the Testing Process

    Onboarding a digital employee is not a “set it and forget it” process. Yes, Agentforce is user-friendly, and much of the set-up can be done declaratively (e.g.point-and-click, rather than coding). However, extensive testing is crucial to ensure that Agentforce Agents perform tasks as expected and improve over time. In many Salesforce implementations, there is a danger of the testing process being overlooked – but this is the part of the process that determins the outputs, ensuring that the results are exactly what your team expect and desires. Think of it like an employee review process, you need to consistently check their work in order to give them room to improve.

    Why It Matters

    AI learns by interacting with data, and using generative AI means that you will get slightly different outputs each time – even from the same input! Therefore, this makes it necessary to thoroughly test and refine its responses before deployment. An improperly tested AI agent may misinterpret queries, provide incorrect information, or fail to escalate issues to human employees when needed.

    When it comes to AI, trust is a big factor – for customers just as much as employees. When done properly, testing ensures that your customers get the best possible experience and reinforces the trust in your brand.

    How to Prepare

    • Conduct rigorous testing before deployment, running 30-40 different test scenarios at a minimum.
    • Simulate real-world interactions to validate responses and identify gaps. The best way to do this is get the whole team on board, as they are best placed to determine the quality of the outputs. When we implement Agentforce for our customers, we ask users to do everything in their power to make the agent give a poor or incorrect response. If they can’t break it, then it’s ready to deploy!
    • Continually refine responses based on feedback and performance analytics.

    Thorough testing ensures your digital employees can handle a variety of scenarios with accuracy and efficiency.

    3. Skills for Prompt Engineering

    A key factor in optimising digital employees is the ability to craft precise prompts that guide their behaviour. Prompt engineering is an essential skill that defines how AI understands and processes information. In essence, a good prompt is a clear and detailed instruction with strict perameters, enabling AI to produce accurate and relevant outputs by providing good context and desired task details.

    Why It Matters

    Just as human employees follow training guides and workflows, AI-driven employees depend on well-structured prompts to operate within predefined boundaries. Poorly engineered prompts can lead to inconsistent outputs, while well-crafted prompts ensure repeatable, reliable results.

    How to Prepare

    • Develop repeatable prompt templates to create consistent, detailed responses aligned with your business needs – these can be over 100 lines long to cover complex workflows.
    • Lean on internal experts to create prompts according to best practices, and leverage Salesforce’s free learning platform, Trailhead, to upskill your team. It is hugely advantageous for all team members to have at least a basic understanding of how the AI technology works.
    • If you lack internal expertise, seek a skilled partner with real-world experience implementing Agentforce and Salesforce AI technologies successfully.

    Companies that invest in strong prompt engineering practices get the most out of their digital employees by ensuring reliable and predictable AI behavior.

    4. Leveraging Your Existing Automation Catalogue

    Agentforce Agents don’t operate in isolation; they integrate with and pull from existing automation tools to streamline operations. Businesses that harness their existing automation infrastructure can deploy digital employees faster and more effectively.

    Why It Matters

    Ensuring smooth integration with Salesforce automation tools like Flow and APEX is essential for scalable and future-proofed AI implementation. And why not leverage the great work that has already been done to make your agents even better?

    How to Prepare

    • Map out your existing automation catalogue and identify where AI can enhance workflows.
    • Use Salesforce Flow and APEX to create new AI-driven actions while maintaining architectural consistency.
    • As mentioned in the prompt engineering section above, ensure that your team has the necessary expertise in automation tools to maximise efficiency.

    By integrating digital employees into your existing automation framework, you create a seamless, scalable AI-powered ecosystem.

    Final Thoughts

    Successfully onboarding digital employees requires a shift in mindset from traditional human hiring processes. To get the best results from your Agentforce Agents, you need to:

    • Ensure data readiness so your AI has accurate information to work with.
    • Conduct extensive testing to refine responses and improve performance.
    • Leverage in-house and partner expertise in prompt engineering to create precise, repeatable AI behaviours.
    • Maximise existing automations to streamline workflows and future-proof your AI implementation.

    By following these four key prerequisites, you can confidently onboard digital employees that enhance productivity, drive efficiency, and seamlessly integrate into your existing operations.

    Are you ready to onboard your first digital employee? Reach out to our team for expert guidance and a complimentary readiness session to kick-start your AI journey!

    More on Agentforce and the Digital Workforce:

    The Digital Workforce: Which Agent Should I Employ?

    How Agentforce Can Drive ROI

    ‘If Agentforce is so easy to use, why do I need a partner?’