Agentforce Articles / Blogs / Perficient https://blogs.perficient.com/tag/agentforce/ Expert Digital Insights Fri, 20 Jun 2025 15:13:28 +0000 en-US hourly 1 https://blogs.perficient.com/files/favicon-194x194-1-150x150.png Agentforce Articles / Blogs / Perficient https://blogs.perficient.com/tag/agentforce/ 32 32 30508587 Agentforce Release Event: See What’s New for AI https://blogs.perficient.com/2025/06/20/agentforce-release-event-see-whats-new-for-ai/ https://blogs.perficient.com/2025/06/20/agentforce-release-event-see-whats-new-for-ai/#respond Fri, 20 Jun 2025 15:13:28 +0000 https://blogs.perficient.com/?p=383243

Salesforce is about to launch Agentforce 3.0, and it marks a major leap forward in how enterprises manage a hybrid workforce of humans and AI agents. The platform is designed to help organizations scale digital labor with more visibility, more flexibility, and more trusted AI performance. 

Launching June 23 on Salesforce+, Agentforce 3.0 introduces: 

  • A powerful new Command Center for managing human and AI collaboration in real time 
  • Open standards support (MCP + A2A) to connect seamlessly across tools and systems 
  • 50+ agents in the expanded AgentExchange 
  • 20+ prebuilt actions to accelerate deployment across industries 
  • An upgraded Atlas Reasoning Engine for faster, smarter AI decisions 
  • Deep integration with Data Cloud for real-time data access 

Perficient Is an Agentforce Partner Network Member 

As a certified Agentforce Partner, Perficient is helping clients prepare now. We bring expertise, tools, and hands-on support to help you get ahead of the curve before the update goes live. 

Watch the Launch on Salesforce+ 

Don’t miss the official reveal, streaming live: June 23 at 9:00 a.m. PT on Salesforce+.

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Elevating Outcomes with AI: Highlights from Agentforce Denver 2025 https://blogs.perficient.com/2025/04/21/elevating-outcomes-with-ai-highlights-from-agentforce-denver-2025/ https://blogs.perficient.com/2025/04/21/elevating-outcomes-with-ai-highlights-from-agentforce-denver-2025/#comments Mon, 21 Apr 2025 20:03:11 +0000 https://blogs.perficient.com/?p=380347

Recap of Agentforce World Tour Denver: A Hub of Innovation and Collaboration 

AI is redefining business, and the Agentforce World Tour Denver showcased the latest innovations right at our fingertips. Straight from Dreamforce, this one-day event delivered hands-on experiences, expert insights, and real-world applications to boost productivity, enhance customer engagement, and streamline operations. 

Key Takeaways from Agentforce World Tour Denver 

There’s something special about the Salesforce ecosystem in Denver. It’s one of the larger markets where sharp, seasoned pros and hungry up-and-comers not just coexist but actively elevate one another. The community is deeply rooted, competitive in the best way, yet refreshingly collaborative. People show up with intention, and that creates space for real conversations and partnerships to flourish. You feel it in the hallway conversations that people are invested. Add Agentforce to the mix, and it’s clear we’re entering a new era of co-creation between Salesforce and its partner ecosystem, which is wildly exciting to witness. 

Standout Innovations 

For me, Agentforce paired with Tableau Next stood out in a big way immediately. Seeing that level of visual intelligence layered into an agentic experience was next-level, especially for the visual folks like me. Moving from busy dashboards or long-form GenAI output to dynamic, in-the-flow “show and tell” moments inside a chat interface changes how people work, and a lot of us are experiencing it already. It’s not just about getting answers faster; it’s about elevating the quality of decisions. This kind of real-time, visual context is going to drive a whole new wave of adoption. It really makes the future of AI feel tangible and right here. 

Perficient at Agentforce World Tour Denver

Summing Up the Experience 

If I had to sum up Agentforce World Tour Denver in one sentence, I’d say it felt less like a traditional tech conference and more like a high-elevation summit of forward-thinking leaders committed to sharing real solutions, challenging the status quo, and building what’s next together.

Final Thoughts 

The Agentforce World Tour Denver was a testament to the power of collaboration and innovation within the Salesforce ecosystem. As case studies evolve from possibility to proven value, it’s clear: if you’re in the ecosystem, you’ll want to be in the room. Events like these will only continue to accelerate, driving the conversations and partnerships that shape the future of AI and business.

Stay tuned to our Salesforce blog for post-event insights and key takeaways. 

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Unlocking the Power of Salesforce AgentForce AI: A Game-Changer https://blogs.perficient.com/2025/03/17/unlocking-the-power-of-salesforce-agentforce-ai-a-game-changer/ https://blogs.perficient.com/2025/03/17/unlocking-the-power-of-salesforce-agentforce-ai-a-game-changer/#comments Mon, 17 Mar 2025 12:51:45 +0000 https://blogs.perficient.com/?p=378044

In today’s fast-paced digital world, customer expectations are at an all-time high. Consumers want quick, accurate, and personalized responses, regardless of the communication channel. For businesses aiming to meet these demands, the right customer service solution is crucial. This is where Salesforce AgentForce comes into play.

What is Salesforce AgentForce?

Salesforce AgentForce is a robust customer service platform that integrates seamlessly with Salesforce’s ecosystem, allowing organizations to deliver exceptional customer support experiences. It leverages artificial intelligence (AI), automation, and cloud technologies to empower service agents to respond to customer inquiries quickly and efficiently. Whether it’s through phone calls, live chat, or social media, AgentForce ensures that agents have all the necessary tools to provide top-notch service at any point of contact.

Key Features of Salesforce AgentForce

  1. AI-Powered Assistance:

    One of the standout features of Salesforce AgentForce is its AI-driven capabilities. With Salesforce’s Einstein AI, agents have access to powerful insights that can help them resolve issues faster. Einstein provides predictive suggestions, knowledge base articles, and even automatically suggests responses, helping agents address customer concerns with minimal effort. This reduces the time spent on each interaction while improving the overall quality of service.

  2. Omni-Channel Support

    In today’s multi-channel world, customers engage with businesses across various platforms, such as email, live chat, social media, and phone calls. Salesforce AgentForce allows organizations to manage all these channels from a unified interface, ensuring a consistent and seamless customer experience. Whether a customer reaches out via Twitter or a customer service hotline, agents can provide the same level of service from one central hub.

  3. Automation and Workflow Management

    AgentForce empowers businesses to automate repetitive tasks, such as routing customer inquiries to the right department, creating tickets, and sending follow-up emails. With automated workflows, businesses can streamline operations, minimize human error, and ensure that each customer’s needs are addressed in a timely manner. Agents are freed from mundane tasks and can focus on more complex issues that require human intervention.
    Ai Agent

  4. Knowledge Base and Self-Service Options

    Salesforce AgentForce comes with an extensive knowledge base that is easily accessible to both agents and customers. This self-service option allows customers to find solutions to their problems quickly without waiting for an agent. Moreover, the knowledge base is constantly updated, ensuring that agents have access to the latest troubleshooting guides and solutions.

  5. Comprehensive Reporting and Analytics

    To continually improve service delivery, businesses need actionable insights into their performance. Salesforce AgentForce offers detailed reporting and analytics that allow teams to track metrics such as response times, resolution rates, and customer satisfaction. With these insights, managers can identify areas of improvement, optimize workflows, and ensure that service levels are maintained at a high standard.

Benefits of Using Salesforce AgentForce

  1. Improved Agent Productivity

    By automating mundane tasks, providing AI-powered recommendations, and offering a centralized platform for all customer interactions, AgentForce significantly boosts agent productivity. Service agents can resolve cases faster and handle more interactions, leading to increased efficiency and reduced burnout.

  2. Enhanced Customer Experience

    With faster response times, personalized service, and easy access to solutions, customers are more likely to have positive experiences with your brand. Salesforce AgentForce ensures that customers receive prompt and relevant assistance, whether they’re reaching out for support, making an inquiry, or giving feedback.

  3. Scalability for Growing Teams

    As your business grows, so does the volume of customer inquiries. Salesforce AgentForce scales with your business needs, allowing you to expand your team without losing the quality of service. New agents can quickly get up to speed with the platform’s intuitive interface and training tools, ensuring a smooth onboarding process.

  4. Seamless Integration with Salesforce Ecosystem

    One of the primary advantages of Salesforce AgentForce is its seamless integration with other Salesforce products. This includes Sales Cloud, Service Cloud, Marketing Cloud, and more. By being part of the Salesforce ecosystem, businesses can gain a 360-degree view of their customers, which improves cross-department collaboration and ensures that all teams are aligned in serving the customer.

  5. Cost-Effective Solution

    Salesforce AgentForce is a cloud-based solution, meaning businesses don’t need to invest heavily in on-premise infrastructure. The subscription-based pricing model makes it a cost-effective option for businesses of all sizes, from startups to large enterprises. Additionally, the time saved on manual tasks and the improved efficiency of service teams can result in significant cost savings over time.

Use Cases for Salesforce AgentForce

  1. Customer Service Centers

    For businesses that rely heavily on call centers and support teams, Salesforce AgentForce offers a centralized platform to handle all incoming requests, whether they come via phone, email, or social media. By automating workflows and providing AI-driven insights, businesses can reduce wait times, resolve issues faster, and improve overall customer satisfaction.

  2. E-Commerce and Retail

    Online retailers can use Salesforce AgentForce to manage customer inquiries about products, orders, and shipping. The platform’s knowledge base and self-service tools ensure that customers can find answers to common questions without having to speak to an agent. If the issue requires further attention, the case is seamlessly escalated to an agent for resolution.

  3. Healthcare and Financial Services

    For industries where accuracy and compliance are critical, such as healthcare and finance, Salesforce AgentForce ensures that customer data is handled securely, and agents have the tools they need to deliver accurate, up-to-date information. With real-time insights and knowledge base resources, agents can provide the best possible service while adhering to industry regulations.

Final Thoughts

Salesforce AgentForce is a powerful solution for any organization looking to enhance its customer service operations. With its AI-powered capabilities, automation features, omni-channel support, and seamless integration with the Salesforce ecosystem, it empowers service teams to deliver exceptional customer experiences. Whether you’re a small business looking to improve customer satisfaction or a large enterprise aiming to scale operations, Salesforce AgentForce provides the tools you need to succeed in today’s competitive landscape.
In coming future Agentforce will replace humans totally

By leveraging this comprehensive platform, businesses can not only meet but exceed customer expectations, fostering loyalty and driving growth.

Source: Path to AI Success with Salesforce

Related Posts:

Supercharge Customer Journeys with Salesforce OmniStudio
Unlocking the Power of Salesforce OmniStudio Integration Procedure

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Leveraging Data Cloud Data in Your Agentforce Agent https://blogs.perficient.com/2025/02/03/leveraging-data-cloud-data-in-your-agentforce-agent/ https://blogs.perficient.com/2025/02/03/leveraging-data-cloud-data-in-your-agentforce-agent/#comments Mon, 03 Feb 2025 16:13:03 +0000 https://blogs.perficient.com/?p=376664

One of the powers of Data Cloud is the way that it can unlock ‘trapped’ data.  Let’s say that you had a large set of data like VIN (Vehicle Identification Number) numbers that you did not want to put in your Sales Cloud because of row storage limits, but you really wanted to use that data as part of a new Agent you were building in Agentforce.   This is an example of where Data Cloud will give you a place to store those VIN numbers and make it very easy to query and leverage that VIN data through an Action tied to your Agent.

The amazing part of this is that this can all be done now with ‘No Code’.  We will leverage Flows in Sales Cloud and the ability of an Action in Agentforce to use that Data Cloud data retrieved through a Flow.

First a couple of demo screens from my Agent…

  1. I want to ask my Agent for details about a specific VIN like Description, Make, Model and Year.  That data is stored in Data Cloud.  So I ‘prompt’ my Agent with this sentence:  ‘Can you get me the details for a VIN?’
    Af1
  2. My agent recognizes what I am asking for and gives me some properly formatted responses so I can ask for the details about my VIN number.
    Af2
  3. So now I type in my response with my VIN as it suggested.
    Af3
  4. Wow!  I got back the details about my VIN number that are stored in Data Cloud.  These details included a Description, Make, Model and Year.
    Af4

Now, how did Agentforce do that?

It is really pretty amazing how much of the above demo is simply Agentforce doing ‘what it does’.  My extra part is adding a new Action to extend my Agent from Data Cloud.

So let’s go through those pieces…

  1. We first need to get the data into Data Cloud into a ‘Data Model Object’.  It cannot just get to a ‘Data Lake Object’ (DLO), but has to also be mapped onto a ‘Data Model Object’ (DMO).   The ‘GetRecords’ in the Flow that we will use later cannot query a DLO, but only a DMO.  This will involve creating a Data Lake Object, a Data Model Object and the associated Data Stream for pulling the VIN data in.
    1. Here is one way to move data into Data Cloud from Sales Cloud using ‘No Code’, but with our use case above we would probably be using a noETL option to load such a large dataset into Data Cloud from something like Snowflake or Databricks.
    2. Here is my DMO and the associated VIN data being shown in the ‘Data Explorer’.
      Af5
    3. Now the data is loaded in Data Cloud and is ready to be used.
  2. We need to create a new Action with proper Instructions that is tied to our Flow that will get the data from Data Cloud.
  3. Create a new ‘Start from Scratch’, ‘Autolaunched Flow (No Trigger)’.
    Af6
  4. We can build a Flow as simple as this to make the data available for our Agent.
    Af7
  5. The GetRecords can query our Data Cloud DMO that we created above by configuring it like so…
    Af8
    Af8
  6. But where did that ‘VIN_Number’ variable come from?  We do need to create a variable in the Flow that is needed for ‘Input’ like this with the ‘Available for input’ being checked…
    Af9
  7. We will tie that Input variable to out Action later. 🙂
  8. Now we will do a ‘Decision’ to make sure our ‘GetRecords’ actual found something…
    Af10
  9. Now I need to create some ‘Output’ variables to return this data back to my Action.  Make sure the ‘Available for Output’ checkbox gets selected for each variable.
    Af11
    Af12
  10. Finally in an ‘Assignment’ set all of these Output variables…
    Af13
  11. I did try to work out some formatting issues as I was working through this.  My ‘Year’ kept coming back as 2,019 with a comma in it since it was a number.  So one solution I did was to create a formula in the flow to convert it to being text.   That seemed to work fine…
    Af14
  12. I also tried originally to have my Output variable be a custom object in Sales Cloud so that I did not have so many output variables.  That did not work well because when Agentforce was trying to show the output of an Object like that it needed a Salesforce ID to display it.  So I just went back to individual variables which worked well.
  13. Go ahead and Save and Activate your Flow.
  14. Now we need to tie this Flow to an Action in Agentforce.
  15. In Setup go to ‘Agent Actions’ and choose ‘New Agent Action’.
    1. Choose ‘Flow’ for the ‘Reference Action Type’
    2. Choose your ‘Reference Action’ which is the new Flow you just created.
    3. Give it an understandable ‘Agent Action Label’ and ‘Agent Action API Name’
    4. Click on ‘Next’
      Af15
    5. Now the ‘Input’ and ‘Output’ variables from our Flow come into play.  We need to configure our new ‘Agent Action’ with Instructions at the ‘Action’ level and also Instructions for each ‘Input’ and ‘Output’ item.   It can look like this…
      Af16
      Af17
      Af18
    6. Make sure you select ‘Require Input’ and ‘Collect data from user’ for the Input Variable.
    7. Make sure you select ‘Show in conversation’ for the Output variable.
    8. Click on Finish
  16. Now we need to add our new Action to the Agent.
    1. In Setup go to ‘Agents’
    2. In the drop-down at the end of the row for your ‘Agent Name’ click on ‘Open in Builder’
      Af19
    3. Deactivate your Agent with the button in the top right corner.
      Af20
    4. Then click on ‘New’, ‘New Topic’ under the Topic Details section because we have to add a new Topic.
    5. Fill out the ‘Create a Topic’ page…
      Af21
      Af22
    6. Click on Next
    7. Select your Flow and click on Finish
      Af23
    8. Now we need to add the new Topic to the Agent.  Again make sure your Agent is de-activated.
    9. On the ‘Topic Details’ tab click on the ‘New’ drop-down and select ‘Add from Asset Library’
    10. Select the Topic you just created and click on ‘Finish’
    11. Do some testing in ‘Agent Builder’ to make sure your Agent is doing what you want it to do.
    12. Activate your Agent.

All of that above was ‘No Code’!

While all of that above was a good number of steps, there really is not a ton of work and there was ‘No Code’.  Agent Builder and building Actions and Topics is new, but it really is pretty simple configuration.  I think the hardest part will be learning how to write really great ‘Instructions’ for these new Topics and Actions so they are leveraged appropriately when the Agent runs.  The skill set related to being a ‘Prompt Engineer’ is become more important every day.

Leveraging Data Cloud data is not required for your first Agentforce implementation.  Data Cloud has to exist but you would not have to be pulling data out of Data Cloud on day 1.  The above solution could be just as well implemented by making an API call through Apex exposing the same VIN data.

Hopefully the above shows you that Salesforce has put together the pieces to make this easy for you to do.

If you are brainstorming about use cases for Agentforce, please read on with this blog post from my colleague Darshan Kukde!

Here is another blog post showing how to surface unstructured data like PDFs with Agentforce.

If you want a demo of this in action or want to go deeper please reach out and connect!

 

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Salesforce Manufacturing Cloud Summit 2025: A Comprehensive Recap  https://blogs.perficient.com/2025/01/17/salesforce-manufacturing-summit-2025/ https://blogs.perficient.com/2025/01/17/salesforce-manufacturing-summit-2025/#respond Fri, 17 Jan 2025 19:14:46 +0000 https://blogs.perficient.com/?p=375802

This week, the Perficient team had an amazing time at the Salesforce Manufacturing Summit in Atlanta. The event was filled with energy and innovation, and we were excited to be a part of it. With over 800 attendees, more than 40 sessions, and 20 product demonstrations, the summit provided a fantastic opportunity to connect with industry leaders, peers, and customers.

Event Overview 

The Manufacturing Cloud Summit 2025 brought together industry leaders, peers, and customers to explore the latest advancements and trends in the manufacturing sector. With a strong focus on innovation and technology, the summit provided a platform for meaningful connections and insightful discussions. 

Key Highlights 

Generative AI Takes Center Stage 

One of the most exciting aspects of the summit was the emphasis on Generative AI, particularly through Salesforce’s Agentforce and Data Cloud. These technologies are set to revolutionize the manufacturing industry by enhancing efficiency and customer satisfaction. Salesforce is actively building a library of Agent “skills” designed to work seamlessly with users, partners, and customers, reducing friction and improving overall experiences. 

AI Engagement in Manufacturing 

According to the Salesforce State of Manufacturing Survey 2024, over 80% of manufacturers are now engaged in Artificial Intelligence. This statistic underscores the growing importance of AI in driving innovation and competitiveness in the manufacturing sector. 

Manufacturing Cloud Goals 

Salesforce’s Manufacturing Cloud aims to unify digital experiences across the value chain with data. Here are the primary goals outlined at the summit: 

  1. Modernize Commercial Operations: The Manufacturing Cloud enables businesses to manage their entire book of business, from sales opportunities to order fulfillment, streamlining operations and improving efficiency. 
  1. Simplify Partner Engagement: By enhancing visibility, engagement, and performance of suppliers and channel partners, the Manufacturing Cloud fosters stronger and more productive partnerships. 
  1. Transform Service Experience: The Manufacturing Cloud optimizes service experiences from contact centers to field service and customer interactions, ensuring faster and smarter asset-centric service. 

Announcements & Showcases 

The summit also featured several exciting announcements and showcases, including: 

  • Integration with Revenue Cloud: The ability to extend Manufacturing Cloud functionalities with Revenue Cloud was a significant highlight, offering enhanced capabilities for managing revenue streams. 
  • Agent-first Field Service: New capabilities for field service operations were introduced, emphasizing an agent-first approach to improve service delivery. 
  • New Manufacturing Skills for Agentforce: Salesforce unveiled new manufacturing-specific skills for Agentforce, further enhancing its utility and effectiveness in the industry. 

Additional Resources 

For those interested in exploring the trends and insights discussed at the summit in more detail, the Global Trends Report is a must-read. This report offers a comprehensive overview of the current state and future direction of the manufacturing industry. 

Salesforce Agentforce Readiness Assessment 

Evaluate your AI readiness with Perficient’s comprehensive assessment. Identify key use cases, ensure data security, and develop a tailored roadmap for deploying Agentforce. 

Transform with Agentforce 

Discover tailored AI solutions and industry-specific use cases. Leverage pre-built templates and secure data access to enhance productivity across various business departments. 

Salesforce Data Cloud Readiness Assessment 

Assess your infrastructure and data readiness for Data Cloud adoption. Highlight areas for improvement and create a solid migration plan to ensure a smooth transition to the cloud. 

These resources provide valuable insights and practical steps to help businesses successfully implement and leverage Agentforce and Data Cloud solutions. 

Ready to start your Agentforce journey? Contact us today to learn more and get started! 

 

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From Data to Decisions: How Agentforce Revolutionizes Salesforce https://blogs.perficient.com/2025/01/06/from-data-to-decisions-how-agentforce-revolutionizes-salesforce/ https://blogs.perficient.com/2025/01/06/from-data-to-decisions-how-agentforce-revolutionizes-salesforce/#respond Mon, 06 Jan 2025 18:12:51 +0000 https://blogs.perficient.com/?p=375187

Craig Isakson, Director, delves into the transformative capabilities of Agentforce, an advanced AI solution crafted to optimize business operations across multiple departments. Let’s explore what makes Agentforce unique and how it can revolutionize your organization.

Unique Features of Agentforce

Agentforce distinguishes itself from traditional AI solutions like chatbots and co-pilots through several key features:

  1. Data-Centric Approach: Agentforce leverages data from Salesforce and other connected systems within the Data Cloud, ensuring that all actions are informed by comprehensive and relevant data.
  2. Reasoning Engine: Unlike traditional chatbots that require predefined paths, Agentforce uses a sophisticated reasoning engine to understand user intents and determine appropriate actions autonomously.
  3. Native Integration with Salesforce: This integration ensures seamless access to user permissions, workflows, and development tools, speeding up implementation and enhancing functionality.
  4. Human-AI Collaboration: Agentforce allows for easy human intervention when necessary, ensuring a balanced and effective collaboration between AI and human agents.

Autonomous Task Management

Agentforce is designed to handle a wide range of tasks autonomously across different business departments:

  • Sales: Following up with leads, qualifying them, and handing off to human sellers at the appropriate stage.
  • Service: Providing 24/7 tier-one support for customer inquiries.
  • Marketing: Transcribing customer conversations, adding tags to profiles, and understanding customer needs for targeted marketing.
  • Commerce: Managing orders, tracking inventory, and processing returns.

The flexibility of Agentforce allows for the creation of custom solutions tailored to specific business needs, making it a versatile tool for any organization.

The Role of Data Cloud

Data Cloud plays a crucial role in supporting Agentforce by providing a centralized repository for both structured and unstructured data. This integration ensures that Agentforce has access to all relevant data, enabling it to make informed decisions and provide contextual insights. The integration of various data sources into Data Cloud enhances the overall functionality and effectiveness of Agentforce.

Enhancing Employee Productivity

Agentforce improves employee productivity by automating routine and time-consuming tasks, allowing employees to focus on more strategic and complex activities. By handling tasks such as scheduling appointments and answering calls, Agentforce frees up valuable time for employees to engage in higher-value work. Additionally, the AI-driven insights and recommendations provided by Agentforce help employees make better-informed decisions, further enhancing productivity.

Advanced Security and Compliance

Security and compliance are paramount for Agentforce. As a native Salesforce solution, it benefits from Salesforce’s robust security architecture. Key features include:

  • AI Trust Layer: Ensures that no sensitive information is sent outside of Salesforce, with mechanisms to obfuscate sensitive data.
  • Prompt Logic and Testing Suite: Allows for thorough testing and debugging of prompts to ensure accurate and reliable AI responses.
  • Data Cloud Integration: All prompt and LLM responses are stored within Data Cloud for audit and compliance purposes, ensuring traceability and reporting.

A Fully Tailored AI Solution

Unlike other platforms that require a DIY approach to AI integration, Agentforce offers a fully tailored, enterprise-ready platform. Built on Salesforce, it is designed for large organizations with complex needs, providing scalability, security, and seamless integration with other enterprise applications. The user-friendly interface and pre-built agents make it accessible even to non-technical users, while the powerful reasoning engine ensures intelligent decision-making.

Key Considerations for Implementation

Before implementing Agentforce, businesses should consider the following factors:

  • Define Clear Goals: Establish what you aim to achieve with Agentforce, such as improving customer service, increasing sales, or automating tasks.
  • Start Small: Begin with smaller implementations to understand the system and its impact before scaling up.
  • Ensure Data Quality: Good data is essential for effective AI. Ensure that the data used is accurate and relevant.
  • Develop a Comprehensive Plan: Include training for staff, integration with existing systems, and ongoing performance monitoring.

Additional Resources
Interested in further exploring the capabilities and implementation of Agentforce? Here are some valuable resources:

Salesforce Agentforce Readiness Assessment

Evaluate your AI readiness with Perficient’s comprehensive assessment. Identify key use cases, ensure data security, and develop a tailored roadmap for deploying Agentforce.

Transform with Agentforce

Discover tailored AI solutions and industry-specific use cases. Leverage pre-built templates and secure data access to enhance productivity across various business departments.

Salesforce Data Cloud Readiness Assessment

Assess your infrastructure and data readiness for Data Cloud adoption. Highlight areas for improvement and create a solid migration plan to ensure a smooth transition to the cloud.

These resources provide valuable insights and practical steps to help businesses successfully implement and leverage Agentforce and Data Cloud solutions.

Ready to start your Agentforce journey? Contact us today to learn more and get started!

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Agentforce Explained: A Deep Dive into AI-Powered Efficiency https://blogs.perficient.com/2025/01/06/agentforce-explained-a-deep-dive-into-ai-powered-efficiency/ https://blogs.perficient.com/2025/01/06/agentforce-explained-a-deep-dive-into-ai-powered-efficiency/#respond Mon, 06 Jan 2025 17:12:32 +0000 https://blogs.perficient.com/?p=375174

In this insightful discussion, Johnathon Rademacher, JR, Principal, dives into the innovative features and functionalities of Agentforce, a cutting-edge AI solution designed to enhance business operations. Below are some key highlights from the conversation:

What Sets Agentforce Apart?

Johnathon Rademacher explains that Agentforce distinguishes itself from traditional AI solutions like chatbots and copilots by integrating multiple tools. Unlike chatbots that rely solely on large language models, Agentforce combines a large language model with a reasoning engine and a retrieval-augmented generation (RAG) architecture. This combination reduces hallucinations—errors where the AI generates incorrect information—by providing more context and reasoning capabilities.

Autonomous Task Handling Across Departments

Agentforce can autonomously handle a wide range of tasks across different business departments. From resetting passwords to managing complex product returns, scheduling appointments, and more, Agentforce leverages its advanced tools to perform tasks that traditionally required human intervention. This autonomy allows businesses to streamline operations and improve efficiency.

The Role of Data Cloud

Data Cloud plays a crucial role in supporting Agentforce by providing access to extensive data. With more data at its disposal, Agentforce can deliver more accurate and relevant responses. Data Cloud integrates information from various sources, including PDFs and databases, enabling the agent to work autonomously without needing to switch between systems.

Enhancing Employee Productivity

By automating repetitive tasks, Agentforce significantly boosts employee productivity. Simple tasks like password resets or flight changes can be handled by the AI, freeing up human agents to focus on more strategic and high-value activities. This shift not only improves operational efficiency but also enhances customer experience by reducing wait times.

Advanced Security Features

Security is a top priority for Agentforce. Building on Salesforce’s robust security framework, Agentforce incorporates advanced security measures such as role hierarchies, sharing rules, permissions, and the Einstein Trust Layer. These features ensure that client data is protected and that interactions with large language models are secure.

Tailored AI Integration

Agentforce offers a fully tailored enterprise-ready platform, differentiating itself from do-it-yourself AI solutions. By leveraging multiple tools in concert—large language models, reasoning engines, and RAG architecture—Agentforce provides higher accuracy and fewer hallucinations compared to standalone language models.

Considerations for Implementation

Before implementing Agentforce, businesses should evaluate their processes and identify areas where AI can add value while considering the associated risks. It’s essential to balance the importance of tasks with their risk profiles and ensure that agents are appropriately tested and monitored.

Additional Resources
Interested in further exploring the capabilities and implementation of Agentforce? Here are some valuable resources:

Salesforce Agentforce Readiness Assessment

Evaluate your AI readiness with Perficient’s comprehensive assessment. Identify key use cases, ensure data security, and develop a tailored roadmap for deploying Agentforce.

Transform with Agentforce

Discover tailored AI solutions and industry-specific use cases. Leverage pre-built templates and secure data access to enhance productivity across various business departments.

Salesforce Data Cloud Readiness Assessment

Assess your infrastructure and data readiness for Data Cloud adoption. Highlight areas for improvement and create a solid migration plan to ensure a smooth transition to the cloud.

These resources provide valuable insights and practical steps to help businesses successfully implement and leverage Agentforce and Data Cloud solutions.

Ready to start your Agentforce journey? Contact us today to learn more and get started!

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Discover the New Agentforce Resource Center: Your Gateway to Tailored AI Solutions https://blogs.perficient.com/2024/12/27/discover-the-new-agentforce-resource-center-your-gateway-to-tailored-ai-solutions/ https://blogs.perficient.com/2024/12/27/discover-the-new-agentforce-resource-center-your-gateway-to-tailored-ai-solutions/#respond Fri, 27 Dec 2024 16:36:16 +0000 https://blogs.perficient.com/?p=374613

Our new Agentforce Resource Center is here! This comprehensive resource is crafted to help businesses unlock tailored AI solutions, explore industry-specific use cases, and assess their Salesforce readiness.

In the ever-evolving digital landscape, businesses need cutting-edge solutions to stay competitive and drive unparalleled results. Salesforce Agentforce 2.0 is here to revolutionize your operations with its suite of assistive and autonomous AI agents. By combining over 20 years of Salesforce innovation with generative AI technology, Agentforce enables employees to focus on high-value tasks, enhancing workflows, boosting productivity, and driving customer satisfaction.

Here’s what you can expect:

Transform Your Productivity

Deploy intelligent, customizable, and secure AI agents that work alongside human teams to enhance productivity across sales, marketing, customer service, and operations. With pre-built templates for rapid development, intuitive customization tools, and secure data access through Data Cloud, you can swiftly implement AI agents tailored to your specific needs.

Explore Industry Use Cases

Agentforce 2.0 is transforming operations across various industries, from manufacturing to healthcare and financial services. Businesses like yours are leveraging Agentforce to drive efficiency, enhance customer experiences, and make data-driven decisions across industries such as manufacturing & automotive, healthcare, and financial services. Key benefits include:

Manufacturing & Automotive

  • Enhanced Efficiency: Streamline production processes and reduce downtime with AI-driven automation.
  • Predictive Maintenance: Utilize AI to predict equipment failures and schedule maintenance proactively.
  • Supply Chain Optimization: Improve supply chain management with real-time data and AI insights.

Healthcare

  • Improved Patient Care: Provide personalized patient support and streamline administrative tasks.
  • Data-Driven Decisions: Leverage AI to analyze patient data and improve treatment outcomes.
  • Operational Efficiency: Automate routine tasks to allow healthcare professionals to focus on patient care.

Financial Services

  • Risk Management: Use AI to detect fraud and manage risks more effectively.
  • Customer Personalization: Enhance customer experiences with personalized financial advice and services.
  • Regulatory Compliance: Ensure compliance with regulatory requirements through automated monitoring and reporting.

Assess Your Salesforce Readiness

Our launchpad connects you to comprehensive resources designed to help you evaluate your readiness for adopting and scaling Agentforce solutions. These resources include:

  • Agentforce Readiness Assessment: Uncover gaps, opportunities, and key areas for improvement in your organization’s readiness for AI-driven customer service solutions. This assessment covers data quality, compliance, security, and language learning models (LLMs).
  • Agentforce Workshop: Equip your team with the skills and strategies needed to deploy and scale AI-powered agents effectively. The workshop includes discovery and training, custom roadmap creation, and collaboration on best practices.
  • Agentforce Activator: Maximize the power of Salesforce AI Agents with our two-week Accelerator, designed for rapid deployment and customized solutions. This program includes discovery and customization, platform training and testing, and roadmap development.

Thought Leadership and Events

Stay ahead of the curve with insights from Perficient’s thought leaders:

Unlock unparalleled business results with Salesforce Agentforce 2.0 and Perficient. Start your journey today and transform your business into an unstoppable force. For more information, visit our Agentforce Resource Center.

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Perficient Joins Salesforce’s Agentforce Partner Network https://blogs.perficient.com/2024/11/05/perficient-joins-salesforces-agentforce-partner-network/ https://blogs.perficient.com/2024/11/05/perficient-joins-salesforces-agentforce-partner-network/#respond Tue, 05 Nov 2024 13:39:14 +0000 https://blogs.perficient.com/?p=371616

Revolutionizing Business Operations with AI Agents

We are thrilled to announce that Perficient has been added to the Agentforce Partner Network, a groundbreaking ecosystem introduced by Salesforce. This network is designed to revolutionize how businesses leverage AI agents to enhance customer success and operational efficiency. 

The Agentforce Partner Network brings together leading partners to build and deploy third-party AI agents and agent actions. These agents can autonomously perform complex tasks across various systems, making them invaluable for businesses aiming to streamline operations and improve customer interactions. 

This open ecosystem enables a company to complete complex tasks that require chaining together actions across Salesforce and a broad network of third-party systems and agents.  

Partner Contributions from AWS, Google Cloud, IBM, and Workday

Partners like Amazon Web Services, Google Cloud, IBM, and Workday will extend Agentforce with new agent actions, pre-built agent templates, and partner agents that can plan and act across multiple systems on behalf of users and businesses. Partner-built agent actions and templates will be available to customers natively in the platform through Salesforce’s AppExchange to quickly and easily customize out-of-the-box agents or to build their own agents with specialized skills. 

Perficient is bringing Agentforce to life for customers and accelerating AI-driven transformations for businesses worldwide. 

Megan Glasow on the New Partnership

Megan Glasow, Managing Director of SFES Consulting at Perficient, shared her excitement about this new partnership: 

“Joining the Agentforce Partner Network allows us to bring our expertise in AI and Salesforce to a broader audience. We are excited to help our clients harness the power of autonomous AI agents to drive innovation and efficiency in their operations.” 

With Perficient’s inclusion in the Agentforce Partner Network, we look forward to delivering cutting-edge AI solutions that empower businesses to achieve their goals more effectively. This partnership underscores our commitment to staying at the forefront of technological advancements and providing our clients with the best tools to succeed. 

Additional Resources 

To learn more about how Perficient is leveraging AI and Salesforce to drive innovation, check out the following resources: 

For more information on how to get started with Agentforce and explore the capabilities of this innovative network, visit the Salesforce AppExchange. 

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