Salesforce Agentforce is an advanced, AI-powered platform designed to enhance various business operations, including sales, customer service, marketing and field services. With Agentforce, you can create intelligent, autonomous assistants, capable of handling routine tasks, automating customer service and sales workflows and enabling your teams to develop custom AI agents tailored to your specific needs.
Make your Agentforce investment count with Infoglen
You invested in Agentforce for outcomes. We make sure you get them.
Let’s Connect to Discuss Your Agentforce Goals
10+
Years of Salesforce Expertise
165+
Certified Experts
360+
Certifications
35+
Certified AI Experts
4.9/5
CSAT
Infoglen: Your Trusted Partner for
Agentforce Implementation
Infoglen, a Salesforce Crest (Gold) Consulting Partner, helps enterprises unlock the true value of Agentforce.
Too often, companies invest in Agentforce but adoption stays low, ROI feels unclear and agents don’t fit into daily workflows. We bridge that gap. Fast.
With expertise in AI, automation and data security (ISO 27001:2022 certified), we design and integrate AI agents that drive measurable outcomes. Our solutions fit seamlessly into the way teams actually work.
The Result: ROI you can prove and teams that feel the difference every day.
We Use the Complete Agentforce Toolkit
We bring together the full Salesforce AI ecosystem to design, deploy and scale Agentforce agents that work seamlessly across your business.
Agentforce Platform
AI Agents & Automation
- Agentforce
- Agent Builder
- Agent Actions
- Prompt Builder
- Einstein Copilot Capabilities
Data & Context Layer
Unified Data for Smarter AI
- Salesforce Data Cloud
- Customer Data Unification
- Real-Time Data Activation
- Identity Resolution
AI Intelligence & Decisioning
Insights That Guide Every Action
- Einstein AI
- Predictive Insights
- Next Best Action
- CRM Analytics
Trust, Security & Governance
Enterprise-Grade AI Safety
- Einstein Trust Layer
- Data Masking
- Zero Data Retention
- AI Guardrails & Compliance Controls
Agentforce Solutions Tailored for Every Business Need
Agentforce frees sellers from busywork so they can focus on closing.
Focus on High-Value Leads: Predictive scoring helps reps prioritize prospects that actually convert.
Cleaner Pipelines, Better Forecasts: AI prompts ensure data stays accurate and risks are flagged early.
Faster Prospecting at Scale: Einstein GPT generates tailored BDR scripts and personalized outreach in seconds.
Deals That Don’t Slip: Spot at-risk opportunities and get real-time guidance to keep them moving.
Every Rep Sells Like Your Best Rep: AI recommends the next best action based on your custom Sales Rule Book.
Emails That Get Replies: Generate contextual, ROI-driven sales emails instantly.
Service teams face endless tasks and scattered information. Agentforce makes resolution simple.
Instant Customer Context: Give agents a complete history at a glance.
Seamless Omnichannel Experience: Keep conversations flowing across SMS, calls, email, and Slack.
Fewer Repetitive Tasks: Automate routine work like order tracking and case escalations.
24/7 Always-On Support: AI handles assignments, routing, and smooth handoffs to human agents.
Stop Escalations Early: Detect dissatisfaction risks in real time and alert agents before issues grow.
Agentforce Voice: Automate customer conversations with AI-powered, CRM-integrated voice agents.
Fragmented data and complex systems slow teams down. Agentforce unifies your stack for real-time control.
Streamline Complex Processes: Automate multi-step workflows and approvals, cutting manual effort and delays.
Integrate Without Risk: Use secure, compliant methods like AWS Zero-Copy to access external data without duplication.
Stay Ahead of Bottlenecks: Predict demand spikes, system risks, and operational issues before they hit.
Faster Incident Response: AI agents analyze logs and past cases to accelerate root cause analysis and resolution.
Regulatory-Ready Operations: Ensure compliance in highly regulated sectors with agents designed for auditability.
System Health on Autopilot: Monitor performance across Salesforce, ERPs, and data lakes, with AI flagging anomalies in real time.
Meet Your AI-powered Team: Pre-built
Agentforce Assistants
Not every company has time to build from scratch. That’s why Infoglen offers pre-built Agentforce assistants designed to deliver impact immediately.
Sales Coach
Agent
Supercharge your prospecting.
- Prospect Prioritization
- Hyper-personalized Messages
- Activity Nudges
- Real-Time Call Insights
- Predictive Forecasting
Customer
Support Agent
Turn reactive service into proactive resolution.
- Workflow Automation
- Proactive Knowledge Suggestions
- Instant Customer History
- CSAT Prediction & Alerts
- Intelligent Case Routing
SDR
Agent
AI-Powered Prospecting & Pipeline Acceleration.
- Hyper-Personalized Outreach
- 24/7 Smart Response Engine
- Intelligent Meeting Booking
- Real-Time SDR Visibility
- Lead Scoring & Next Best Action
Our Solutions to Solve
Your Agentforce Challenges
Your Challenge
Our Solution
Customer and business data is spread across many systems
When data lives in different tools, AI agents don’t have the full picture.
Unified data with Salesforce Data Cloud
We connect CRM, product and external systems to create one complete view of your data so Agentforce can work effectively.
AI tools are introduced but teams don’t use them
If AI sits outside daily workflows, adoption stays low.
Agents built into Salesforce workflows
We design Agentforce agents that work inside Salesforce so teams can use them naturally during their daily work.
Sales teams struggle to focus on the right leads
Reps often spend time on prospects that don’t convert.
AI-driven lead and opportunity insights
Agentforce helps prioritize the right leads and suggests the next best actions to move deals forward.
Support teams spend time on repetitive tasks
Manual case triage, routing and searching for answers slow down service teams.
AI-assisted service automation
Agentforce automatically categorizes cases, suggests helpful knowledge articles and routes issues to the right agent.
CRM data becomes outdated or incomplete
Missing updates and duplicate records make reporting unreliable.
AI-powered data cleanup and monitoring
Agentforce agents monitor CRM records, flag issues and prompt updates to keep data accurate.
Insights from customer calls are often missed
Important details from conversations don’t always get captured in CRM.
Agentforce Voice insights
AI analyzes conversations, detects intent and sentiment, creates summaries and updates CRM records au
Results You Can Expect
Because We've Done It Before
Organizations implementing Agentforce with Infoglen have seen measurable improvements across sales, service and operations.
30%
increase in team productivity through automation of repetitive CRM tasks
30–40%
faster case resolution time with AI-generated responses and summaries
2x
2x improvement in prediction accuracy and proactive scheduling
Up to 3×
improvement in operational efficiency with AI-driven workflows
Our 7-Step Implementation Approach:
Agentforce
We go beyond setup, we make Agentforce work for your teams, data and goals.
Use Case Discovery
Identify the highest-impact opportunities where AI agents can automate work and improve results.
Data Readiness & Data Cloud Setup
Unify CRM, product and operational data so agents have reliable context.
Agent Design & Prompt Engineering
Design agents with clear prompts, workflows and instructions tailored to business processes.
Logic & Workflow Automation
Connect Agentforce with Salesforce Flow and system actions so agents can execute tasks automatically.
Testing & Scenario Validation
Test agent behavior against real business scenarios and refine prompts and logic.
Trust Layer & Governance Setup
Implement the Einstein Trust Layer to ensure data protection, compliance and human-in-the-loop oversight.
Launch, Training & Optimization
Enable teams, monitor adoption and continuously optimize performance.
Customer Success Stories
See how Infoglen has helped teams across industries solve real business challenges and achieve better outcomes with Agentforce.
Cybersecurity
The Challenge: Reps were spending too much time on manual outreach, follow-ups and qualification, leading to dropped leads and slow engagement.
Our Solution:
Deployed SDR agents that managed end-to-end outreach tasks within Salesforce, building sequences, personalizing messages from CRM data, answering FAQs automatically, enriching lead profiles, scheduling meetings and routing only qualified prospects to reps with full context.
The Outcome
Scaled relevant outreach to more prospects and consistently increased qualified pipeline creation
Tech Stack:
Salesforce Sales Cloud
Agentforce SDR Agents
Salesforce Data Cloud
CRM + Email Integrations
Technology Solution
The Challenge: Matching the right people to the right projects required manual checks across skills, availability and experience.
Our Solution:
Introduced resource agents that continuously analyzed employee profiles, certifications, project history, workloads, availability and billable targets to suggest the best resource match for incoming requests and forecast demand for upcoming work.
The Outcome
Reduced staffing friction, enabled faster decisions and improved utilization across teams.
Tech Stack:
Salesforce Sales Cloud
Agentforce Resource Agents
Salesforce Data Cloud
Hi-Tech
The Challenge: Opportunities stalled due to unclear next steps, slow follow-ups and inconsistent deal strategies across reps.
Our Solution:
Implemented deal-coach agents that evaluated opportunity stage, stakeholder engagement, past deal patterns, competitor inputs and activity gaps, then proactively recommended next actions, talk tracks, follow-up tasks and risk alerts directly inside Salesforce workflows.
The Outcome
Deals progressed faster with more predictable motions, improving win rates and rep confidence.
Tech Stack:
Salesforce Sales Cloud
Agentforce Deal Coach Agents
Salesforce Data Cloud
CRM Analytics
Construction Management
The Challenge: Renewal risks were identified too late, with little visibility into churn drivers or customer health signals.
Our Solution:
Enabled renewal agents that connected CRM data with product usage, contract terms, support ticket trends and customer communications to flag churn indicators early, recommend proactive engagements and highlight potential upsell/cross-sell paths.
The Outcome
Higher customer retention and increased recurring revenue from timely engagement and preventive actions.
Tech Stack:
Salesforce Service Cloud
Agentforce Renewal Agents
Salesforce Data Cloud
Hi-Tech
The Challenge: Stale records and missing updates led to inaccurate forecasting, poor visibility and wasted selling time.
Our Solution:
Created agents that continuously monitored CRM for outdated values, missing fields, duplicates and inconsistent stage, auto-suggesting corrections, validating entries against related records and prompting updates at critical touchpoints like forecast submissions.
The Outcome
More accurate forecasts, higher closure predictability and cleaner pipeline data that reps could trust.
Tech Stack:
Salesforce Sales Cloud
Agentforce Data Hygiene Agents
Salesforce Data Cloud
Workflow Automation
Telecommunications
The Challenge: Support teams handled repetitive tasks across triage, routing and resolution, slowing overall case cycle times.
Our Solution:
Added service agents that interpreted case intent, auto-categorized and prioritized issues, recommended knowledge articles or responses, pre-filled case details and escalated only complex issues to agents with complete context for faster handling.
The Outcome
Accelerated resolutions and saved 2+ hours per support agent per day, allowing teams to focus on complex, high-value customer interactions.
Tech Stack:
Salesforce Service Cloud
Agentforce Service Agents
Salesforce Data Cloud
Salesforce Knowledge
Case Management Automation
How We Help You Succeed
with Agentforce
We go beyond setup, we make Agentforce work for your teams, data and goals.
Readiness Check
We review your goals and processes to align Agentforce with your business needs.
Quick Proof of Concept
Test use cases fast with no-code Salesforce tools before going all in.
Agent Setup
Build AI agents designed around your workflows, not generic templates.
Data Cloud Connection
Bring all your data together for clear, actionable insights.
Training & Team Adoption
We guide your teams so they know how to use Agentforce every day.
Ongoing Support (3–6 Months)
After launch, we keep optimizing to boost adoption, ROI and scalability.
Agentforce Implementation | FAQs
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Q: What is Salesforce Agentforce and how does it help?
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Q: How is Agentforce different from traditional chatbots?
Conventional chatbots follow predefined rules for repetitive tasks. Agentforce possesses a deep understanding of your business context and reason to formulate plans and take meaningful, autonomous actions.
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Q: Can we set escalation rules for Agentforce agents?
Yes, you maintain full control over escalation protocols. Within the agent's setup, you can establish clear rules and triggers that prompt the agent to hand off a conversation to a human agent when a specific topic or instruction comes up. This ensures that complex or sensitive issues receive the appropriate human touch.
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Q: How does Salesforce ensure AI safety and compliance?
Salesforce prioritizes trust and safety in AI. Agentforce is built upon Salesforce’s robust Einstein Trust Layer, a comprehensive security framework. This layer includes features like data masking to protect sensitive information, zero data retention policies to prevent misuse and content screening to filter out inappropriate or incorrect outputs. These safeguards are necessary to maintain compliance, promote responsible AI use and build trust in your AI-powered interactions.
