Agentforce: The Next Evolution in CRM + AI Automation
Salesforce is investing heavily in Agentforce—and for good reason.
It’s a native framework for bringing AI agents directly into your CRM. These agents understand your business context, respond in natural language, and automate the work that slows teams down. In other words, Agentforce transforms Salesforce from a system of record into an intelligent system of action.
Why Agentforce?
Agentforce transforms the way teams work in Salesforce by replacing complex navigation and manual processes with intuitive, conversational experiences.
Conversational Interactions
Ask, “Who are my top leads this week?” and get instant answers — no dashboards, no reports.
Smart Automation
Let AI handle repetitive tasks like drafting emails, summarizing meetings, or updating records.
Real-Time, Context-Aware Support
Deploy agents that access live data across systems and respond instantly in the right context.
Human-Centered Efficiency
Work faster, stay accurate, and keep the human touch in every customer and team interaction.
What Can Agentforce Do for Your Business?
Agentforce adds value across business functions, whether you lead Sales, Service, Marketing, or Operations.
Accelerated Sales Execution
Qualify leads, automate follow-ups, and update pipelines without lifting a finger.
Personalized Customer Engagement
Tailor interactions, content, and offers using real-time customer data and intent.
Smarter Service and Support
Automate case triage, retrieve knowledge articles, and assist agents in real-time.
Cross-Functional Workflow Automation
Summarize meetings, draft communications, and update systems across departments.
Instant Insights On Demand
Ask questions in natural language and get clear, contextual answers.
AI-Augmented Decision Making
Empower every team with recommendations driven by context, history, and goals.
Accelerated Sales Execution
Qualify leads, automate follow-ups, and update pipelines without lifting a finger.
Personalized Customer Engagement
Tailor interactions, content, and offers using real-time customer data and intent.
Smarter Service and Support
Automate case triage, retrieve knowledge articles, and assist agents in real-time.
Cross-Functional Workflow Automation
Summarize meetings, draft communications, and update systems across departments.
Instant Insights On Demand
Ask questions in natural language and get clear, contextual answers.
AI-Augmented Decision Making
Empower every team with recommendations driven by context, history, and goals.
Is Agentforce Safe to Use?
Yes, Agentforce runs on Salesforce’s trusted AI infrastructure. It’s secure, auditable, and enterprise-ready, with built-in guardrails and governance controls from day one.
How Do You Get Started?
We recommend a phased approach that ensures clear value at every stage:
Crawl
Start internally: automate meeting notes, emails, and record updates.
Walk
Expand to customer-facing use cases like quoting or service routing.
Run
Launch advanced agents that orchestrate complex workflows across systems.
There are Many Agentforce Partners. Why Relevantz?
Our Salesforce + AI expertise is built for real-world impact:
Human-Centered Design
We design around how people work, not just how systems function.
Industry Context That Matters
Solutions tailored to the realities of your sector.
Accelerators That Get You There Fast
Prebuilt templates and tools to speed up adoption.
Co-Creation That Delivers Lasting value
We build alongside you to ensure it delivers long-term value
Check out our monthly podcast series "Leading with Relevance," featuring industry thought leaders every third Monday.
Upcoming Guests for my Podcast Series
Jul 21st, 2025
John Yates Partner | Technology Law Gunderson Dettmer
