Agentforce
Agentforce agents that do real work
Service and employee agents grounded on your data, with custom Apex and Flow actions and tests that run before your customers see a change. Designed and built by the architect you meet on the first call.
- Agentforce Specialist
- Apex and Flow actions
- Tested before go-live
The Problem
Standing up an agent in Agent Builder takes an afternoon. Getting one your customers can rely on takes design: topics that do not overlap, actions that return what the reasoning engine needs, instructions that hold up when a question arrives sideways, and grounding on data that is actually current.
Most first agents stall between the demo and production. They answer the scripted questions, misroute the rest, and nobody can say whether a change made them better or worse. We build agents the way we build the rest of your org: designed first, kept in source control and tested on every change.
What You Get
your-agent/
- topics/Topics and instructions scoped so the agent picks the right one
- actions/Apex and Flow actions with tests, built on your objects and rules
- prompts/Prompt templates grounded on your Knowledge and CRM records
- guardrails/What the agent must never do, and the handoff to a person
- tests/Testing Center test sets you can rerun on every change
- SOLUTION.mdHow it is built, how to extend it and how to measure it
+ recorded training and post go-live hypercare
Fixed scope
Start with the Agentforce Launch
One production agent your customers or employees can rely on.
Agentforce Launch
4 to 6 weeks
- One service or employee agent with up to 5 topics and 10 actions
- Grounded on your Knowledge articles and CRM data
- Guardrails, a test plan in Testing Center and a handoff-to-human path
- Adoption dashboard, recorded training and two weeks of hypercare
How It Works
- 01
Discovery call (free, 30 min)
Which conversations the agent should own, which systems it needs, and where a person stays in the loop.
- 02
Written scope and quote
Topics, actions and data sources listed one by one, with a quote and a go-live date.
- 03
Build and test
Built in a sandbox and kept in source control, with Testing Center test sets that run before every release.
- 04
Launch and adopt
Go-live with a handoff path to your team, recorded training, and hypercare while real conversations arrive.
Proof
Certifications and field notes
The Salesforce certifications behind this work, and the patterns we use, written up on our blog.
Agentforce Specialist
AI Associate
Platform Developer II
FAQ
Agentforce or a custom AI agent?
If the work lives in Salesforce, Agentforce: it already knows your records, permissions and sharing. If the agent has to span systems Salesforce does not own, a custom agent or an MCP server fits better. We build both, so the recommendation is not a sales pitch.
What does the Agentforce Launch include?
One service or employee agent with up to 5 topics and 10 actions, grounded on your Knowledge articles and CRM data, with guardrails, a Testing Center test plan and a handoff to a person. It includes an adoption dashboard, recorded training and two weeks of hypercare, and typically takes 4 to 6 weeks.
Can you fix or extend an agent we already have?
Yes. Common starting points: splitting an overloaded agent into specialists, adding the Apex or Flow actions it is missing, and putting test sets around it so changes stop being guesswork.
How do we know the agent is working?
Test sets in Testing Center before launch, then an adoption dashboard after it: conversations handled, handoffs to people, and the topics that need work.
Have a process an agent should own?
Thirty minutes with the architect who would do the work. You leave with a recommended next step.
Book a free 30-min call