Agentforce & Salesforce AI
Agents grounded in your real records, with scoped actions, escalation rules and a deflection baseline you can measure — use cases picked on volume, not novelty.
01
The problem
Why people call us about this.
A
A pilot chatbot answers confidently and is wrong often enough that nobody trusts it.
B
Leadership wants AI in the roadmap and nobody can name the use case.
C
Your agent cannot see the records it would need to actually resolve anything.
02
What’s covered
The Salesforce we actually configure.
An agent is only as good as what it is allowed to see and do. We ground it in your data, fence the actions with permissions, and measure whether it actually deflects.
03
How it runs
Five phases, and what you see at the end of each.
01 · Week 1
Inventory
What exists, who owns it, and which system is really the source of truth. Almost always surfaces something nobody knew was live.
A written map
02 · Weeks 2–3
Contract
The design in writing, with each decision and its reversal cost named. This is where we argue with the brief — before money is spent.
A signed scope
03 · Middle
Build
Built against the contract and reviewed against it. You see working software every two weeks, in your own sandbox.
Fortnightly demos
04 · Late
Prove
Volume testing at twice expected load, deliberate failure injection, and a replay run with your team watching.
A test evidence pack
05 · Final week
Hand over
Runbook, monitoring, escalation path and a named owner on your side — then a month watching it together before we step back.
Runbook and owner
04
First call
Thirty minutes. Three answers.
You speak to a certified architect, not a sales engineer. No deck, no discovery fee, and no obligation to go further — you leave the call with three things whether you hire us or not.
Whether this is even the right line
About a third of the time it is not, and we say so. Usually the ask is custom development when the real problem sits in the data model underneath.
A shape and a range
Roughly how long, roughly how many people, and the band it falls in. The firm number follows discovery about two weeks later, and it holds.
The two risks we would flag
The things most likely to blow the timeline on a project like yours — named on the call, before anyone has signed anything.
Book it for this week.
Pick a slot directly in the calendar — most questions get answered inside the thirty minutes.
05
FAQ
Asked on nearly every call.
How do we know it will not make things up?
It is grounded in your records through Data 360 with retrieval over your own Knowledge base, every action is scoped by permissions, and we measure it against a deflection baseline captured before launch.
What is the difference between Agentforce and Claudeforce?
Agentforce is Salesforce’s agent platform running inside your org. Claudeforce is the Salesforce–Anthropic partnership announced in August 2026 — its first product puts your governed CRM data inside Claude. We implement both, and they are not alternatives.
Which use case should we start with?
The highest-volume, lowest-variance thing you have — password resets, order status, appointment changes. Novelty use cases fail because you cannot measure whether they worked.
What does it cost to run?
Consumption-based on the Salesforce side. We model expected volume before the build and instrument actual usage afterwards, because this is the line item that surprises people at renewal.
Other lines