AgentForce for Salesforce — Let AI Run Your Sales Workflows

Your sales reps shouldn’t waste time chasing leads or updating CRM fields. AgentForce deploys intelligent AI agents inside Salesforce that handle repetitive tasks like lead capture, data enrichment, campaign triggers, follow-ups, and pipeline monitoring — all while integrating natively into your existing Salesforce environment.

What You Unlock:

• Automate 70% of manual CRM tasks without changing your Salesforce UI.
• Speed up your sales cycle with AI nudges and intelligent workflows.
• Seamlessly integrate lead sources, emails, and chat into Salesforce via agents.
• Zero disruption — built on top of your Sales Cloud, Service Cloud, or CPQ setup
• Automate 70% of manual CRM tasks without changing your Salesforce UI
• Automate 70% of manual CRM tasks without changing your Salesforce UI

AgentForce = Your Always-On, AI-Powered Salesforce Team

Our AI agents are trained to mimic sales workflows inside Salesforce — they don't replace your reps; they support them by taking over everything repetitive, time-sensitive, or data-driven.

How It Helps:

• Agents operate 24/7 inside Salesforce without human delays.
• Built to scan every new record or trigger — leads, deals, cases.
• Work with standard and custom objects (Accounts, Contacts, Opportunities, Cases).
• Loop in managers or escalate complex issues automatically
• Completely configurable — no-code, low-code logic setup
• Automate 70% of manual CRM tasks without changing your Salesforce UI

Let Agents Handle These Salesforce Tasks So Your Team Doesn’t Have To

AgentForce is trained to automate your entire revenue pipeline — from the first inquiry to deal closure and even post-sale support.

Agent Use Cases:

• Lead Capture & Sync

Auto-pull leads from web forms, WhatsApp, email, and sync into Salesforce with enriched info.

• Lead Qualification Agent

AI evaluates lead quality (based on email, behavior, UTM source, etc.) and assigns to right sales rep or queue.

• Follow-Up Agent

Sets and monitors next-touch reminders; nudges sales rep if no update within 24–48 hours.

• Data Clean-Up Agent

Scans for incomplete records, fills gaps via enrichment tools or flags rep for missing data.

• Campaign Trigger Agent

Adds leads to the correct Salesforce campaign or Marketing Cloud journey based on activity.

• Pipeline Monitoring Agent

Tracks opportunities stuck in the same stage for too long; sends alerts or escalates as needed.

What a Fully Automated Salesforce Workflow Looks Like

Imagine if your Salesforce handled every new lead with zero lag. That’s what AgentForce delivers — here’s a typical journey.

Flow Example:

• A new lead fills a form or contacts via WhatsApp.
• Agent instantly creates lead in Salesforce and enriches fields like location, company size.
• Agent assigns it to the right rep or team based on custom logic.
• Agent creates a next-touch task and tracks rep activity.
• If no contact is made in 48 hours, agent sends a personalized follow-up email.
• If demo is booked, agent updates pipeline and notifies manager.
• Agent flags stale deals or delayed opportunities after 7 days.

Salesforce Is Powerful — AgentForce Makes It Frictionless

We’re not replacing your Salesforce. We’re enhancing it.

Why Teams Choose AgentForce:

• Built for Sales Cloud, Service Cloud, CPQ, and custom modules.
• Zero data loss — agents work within your data model.
• Fast setup — Go live in 7–10 days with minimal IT support.
• Works with custom objects, validation rules, triggers.
• Real-time notifications via Slack, Teams, WhatsApp.
• Easy human override and audit trail for every action.

From Discovery to Agent Go-Live — All in Just a Few Days

Our AI team ensures your agents are trained to your Salesforce environment and workflows.

Deployment Steps:

• Discovery Audit Review existing Salesforce structure, workflows & pain points.
• Agent Design Define agent logic: lead scoring, follow-up rules, task triggers.
• Sandbox Build Deploy agents in sandbox, test with dummy data.
• UAT & Rep Training Teams test agents, validate flows.
• Go Live Move to production + enable agent monitoring dashboard.

Final CTA — Book Your Free AI Audit

Let's Automate Your Salesforce in few Days

See exactly which workflows can be taken off your reps’ plates and automated with AgentForce. Save time, improve response rates, and unlock your CRM's full potential — without changing platforms.

Final CTAs:

• Book Your Free CRM + AI Audit
• Email Us at info@appsavio.com