Agentforce is Salesforce’s AI-powered platform for creating intelligent, autonomous agents that handle tasks across sales, service, marketing and operations. These agents go beyond chatbots and understand business context, reason through problems, and take action inside your Salesforce workflows.
Agentforce That Actually Works Across Your Business
18+ agents. Proprietary IP. AI-accelerated delivery.
Production-proven across industries.
Let’s Connect to Discuss Your Agentforce Goals
18+
Agents in Portfolio
35+
Certified AI Experts
30%
Faster Delivery
ZERO
Data Hallucination
4.9/5
Customer Satisfaction
Infoglen: Built for Agentforce. Proven in Production.
Infoglen is a Salesforce Crest (Gold) Consulting Partner with a dedicated AI Center of Excellence, ISO 27001:2022 certification and 90%+ repeat business.
We don’t just implement Agentforce, we’ve built proprietary IP on top of it. Our Context Layer eliminates hallucinations and gives every agent governed, trustworthy data access.
Our delivery engine, powered by Claude Code and MCP, ships 30% faster than traditional methods. And our agent portfolio spans 18+ production-ready solutions across sales, service, revenue and data.
The result: Agentforce deployments that reach production, drive adoption and deliver ROI you can measure.
The Infoglen Agentforce Stack
Built end to end, from data foundation to live agents.
Our Solutions to Solve
Your Agentforce Challenges
Your Challenge
Our Solution
Your AI Agents Give Different Answers to Different People
Without a governed data layer, AI guesses at your business terms and gets it wrong. Two reps, same question, two different results.
Governed, Consistent Data with the Context Layer
Business terms are defined once by your admin. Every agent returns the right data, the same way, every time.
Customer Data Is Scattered Across Systems
Data lives in CRM, support tools and spreadsheets. Agents can’t reason about a customer when half the picture is missing.
Unified Data Foundation with Data Cloud
We connect CRM, product and external data into one view so every agent works with the complete picture from day one.
You Built Agents but Nobody’s Using Them
Agents went live, but adoption is flat. Teams see it as one more tool to learn.
Workflow-Native Agents Inside Salesforce
Agents work inside the Salesforce workflows your teams already use. No extra tools, no extra logins.
You Can’t Tell If Agents Are Helping or Just Adding Cost
Leadership wants proof but there’s no tracking on what agents are doing or whether it’s moving the needle.
ROI Telemetry Built Into Every Deployment
Adoption tracking, outcome measurement and decision logging on every agent. You always know what’s working.
Trust, Governance and Compliance Concerns
Worried about agents seeing data they shouldn’t or making decisions nobody can audit.
Getting Agents to Production Takes Forever
Weeks of custom development and prompt tuning just to get one agent safe enough to ship.
Insights from customer calls are often missed
Important details from conversations don’t always get captured in CRM.
AI-Accelerated Delivery with Pre-Built Templates
First agent live in days, not months. 30% faster than traditional approaches.
The Context Layer: The Missing Piece Between Agentforce and Your Data
The Context Layer sits between your agents and your Salesforce data, controlling what agents can access, understand, and respond to. Instead of exposing raw data or relying on AI guesswork, it provides a governed layer that keeps responses accurate and secure.
The core problem it solves: Without a governed layer, Agentforce agents either guess how your data and business logic work or get direct access to raw schema and sensitive information. This leads to inaccurate responses, inconsistent outputs, and security risks.
What It Does
Consistent Data Understanding: Ensures agents interpret data and business logic consistently across every interaction.
Built-In Data Protection: Mask, hide, or secure sensitive data automatically with built-in compliance controls.
Faster Responses with Smart Caching: Frequently used queries are cached for faster responses and lower system load.
Secure External Access: Connect governed Salesforce data to external AI tools and systems using the same rules and protections.
Multi-Agent Support: Run multiple agents with different roles, models, and permissions on one platform.
Pre-Built Templates: Launch sales, support, or finance agents quickly with ready-to-use templates and schema mapping.
Data Cloud Ready: Query CRM, custom objects and Data Cloud data from one governed interface.
Infoglen ensures this transition is advisory-led, structured and outcome-focused.
10–15x
Faster Deployment
70–90%
Token Cost Reduction
100%
Salesforce Native
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 360
- Agent Builder
- Agent Actions
- Prompt Builder
- Atlas Reasoning Engine
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
- Agent Script
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.
Infoglen’s Agents Portfolio Across the Business
Your team doesn’t start from zero. Battle-tested agents across sales, service, revenue and data, proven across industries.
| Category | Agents |
|---|---|
|
Sales & Pipeline |
Engagement Agent, Inbound Lead Agent (“Glen”), Proposal Generation, Prioritization Agent, Pipeline Intelligence, Account Intelligence, Deal Coach Agent |
|
Service & Voice |
Service Agent, Voice Agent, Email Intelligence, Customer Support Agent, Case Workflow Automation |
|
Revenue & Retention |
Sentiment Score, Attrition Risk Prediction, Renewal Agent, Meeting Agent, RevOps Support Agent |
|
Data & Foundation |
Data Agent (cleaning, enrichment, segmentation), Data Hygiene Agent, Predictive AI Models, Data Cloud Accelerators |
Agentforce Voice:
AI Conversations That Take Action
One of very few Salesforce partners pioneering Agentforce Voice at production scale.
Real-time, natural voice conversations grounded in your CRM and Data Cloud data. Inbound and outbound. Your customers talk, and your Salesforce records update automatically.
Hyper-personalized conversations: Every call is grounded in CRM and Data Cloud context. The agent knows who’s calling and why.
Inbound & outbound calling: Handles both directions end-to-end with full CRM write-back.
12+ languages: Multi-language support for global customer bases.
Always-on, human-like presence: Low-latency, interruptible conversations that feel natural, not robotic.
Seamless call transfer: Full context handoff to human agents when needed. No repeat, no friction.
Priority-aware handling: Escalates high-value clients and urgent issues intelligently.
Regulatory-ready: Auditable, compliant, Einstein Trust Layer native.
Contact Center Integrations:
Salesforce Contact Center (native CCaaS) · Amazon Connect · Five9 · Genesys · NiCE · Vonage
We Use AI to Build AI: 30% Faster Delivery
While most partners are still evaluating MCP and Claude Code, we’ve been shipping agents with them. Here’s what that looks like across the delivery lifecycle.
| Activity | Traditional | With AI Agents | Time Saved |
|---|---|---|---|
|
Project documentation |
1 week |
48 hours |
60% |
|
Backlog creation (epics, stories, ACs) |
2 days |
4 hours |
75% |
|
Data profiling & cleansing |
1 week |
2–3 days |
60% |
|
Data model to deployable metadata |
2–3 weeks |
3–5 days |
75% |
|
Apex + LWC code scaffolding |
60% hand-coded |
70% AI-generated |
60% |
|
Automated test writing |
3–5 days |
2–3 days |
40% |
AI Governance & Observability
Agentic AI cannot run unchecked. Every Agentforce deployment at Infoglen includes oversight, tracking and controls.
Decision tracking: Every agent action is logged with context, reasoning and outcome, an auditable trail that satisfies compliance and builds trust.
Guardrails & controls: Topic, action and output-level guardrails ensure agents stay in scope and escalate appropriately when needed.
Performance observability: Real-time dashboards track agent resolution rate, escalation rate, latency and cost.
ROI measurement: Adoption analytics and outcome tracking tie agent activity to business metrics, pipeline influenced, time saved, costs reduced.
Continuous fine-tuning: Post-launch monitoring feeds back into model improvement. Agents get smarter with every interaction.
Readiness frameworks: Pre-built governance frameworks reduce time to compliant, enterprise-ready AI from months to weeks.
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 and make Agentforce work for your teams, data and goals.
Use Case Discovery
Identify highest-impact opportunities for agent automation.
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.
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
Start with Confidence
Validate Before You Commit
A 5-day readiness assessment followed by packages sized to where you are today.
5-Day Agentforce Readiness Assessment
A structured assessment by senior Infoglen architects covering your data quality, process readiness and technology stack. You walk away with a clear picture of where AI will drive the most impact and exactly how to get there.
What you get: Data Health Audit, Use Case Prioritization, Deployment Blueprint, Readiness Score (0–100), and a 3-Phase Roadmap with ROI Projections.
Quick Start Packages
ESSENTIALS
AI Essentials
6–8 weeks
Validate fast. First AI tool live.
- Readiness assessment report
- No-code Salesforce AI POCs
- Basic model deployment
- Key user training
PREMIUM
AI Premium
10–16 weeks
Data Cloud + hybrid AI approach.
- Hybrid AI model development
- Data Cloud unification
- Custom AI dashboards
- 3 months ongoing optimization
ADVANCED
AI Advanced
18–24 weeks
Full-scale custom implementation.
- Full-scale AI with custom models
- Advanced data analytics
- Personalized training for all users
- 6 months monitoring & fine-tuning
All packages include a dedicated Infoglen architect, Not sure which fits?
Agentforce Implementation | FAQs
-
Q: What is Salesforce Agentforce and how does it help?
-
Q: What is the Context Layer and why does it matter?
The Context Layer is Infoglen’s proprietary, 100% Salesforce-native platform that sits between Agentforce and your data. It ensures every agent query returns the right data, with the right guardrails, without hallucination.
-
Q: How does Infoglen use AI to build AI?
We use Claude Code and MCP (Model Context Protocol) servers to accelerate every phase of Agentforce delivery, from code scaffolding to testing to deployment. This makes us 30% faster than traditional methods, a capability very few Salesforce partners have adopted.
-
Q: Can Agentforce handle voice conversations?
Yes. Infoglen’s Agentforce Voice Agent handles real-time, natural voice conversations in 12+ languages with full CRM write-back. It integrates with Amazon Connect, Five9, Genesys, NiCE and Vonage. We’re one of very few partners with this live in production.
-
Q: How does Salesforce ensure AI safety and compliance?
Agentforce is built on the Einstein Trust Layer, which includes data masking, zero data retention, content screening, and AI guardrails. Infoglen adds an additional governance layer with our Context Layer, field-level output masking, row-level data scoping, and full audit logging on every agent action.
-
Q: How quickly can we get an agent into production?
With the Context Layer and pre-built templates, a first agent can be live in as few as 5 days. Our Essentials package gets a validated AI tool running in 6–8 weeks. Full-scale custom implementations run 18–24 weeks depending on complexity.
