Agentforce AI agents that reason, act, and get work done.
We design, build, and deploy Salesforce Agentforce AI agents that automate sales, service, and
operations – grounded in your CRM data and governed by the Einstein Trust Layer. From first
use case to production, delivered from India and the USA since 2013.
In the Salesforce & contract management ecosystem since 2013
• Delivered from India & the USA
Salesforce Certified
Administrator & Developer
Agentforce Specialists
Build · deploy · govern
Salesforce Partner
Consulting
13+ Years
In the ecosystem since 2013
THE DEFINITIVE ANSWER
What is Salesforce Agentforce?
Salesforce Agentforce is Salesforce’s platform for building and deploying autonomous AI agents that reason through multi-step tasks, take action inside your Salesforce org, and operate within guardrails you define – without constant human oversight. Unlike scripted chatbots, Agentforce agents use large language models and the Einstein AI layer, grounded in your CRM data, to handle real work: qualifying leads, resolving service cases, and triggering follow-up actions across Sales Cloud, Service Cloud, and beyond.
Agentforce consulting services help organizations identify the right use cases, build and customize agents, integrate them with existing systems, and deploy them securely at scale. As a Salesforce partner, we take you from first use case to a managed, monitored deployment.
We build production-ready Agentforce agents – not demos – grounded in your data and governed by the Einstein Trust Layer.
Since 2013
In the Salesforce ecosystem
2 Regions
India & USA Delivery
Salesforce Certified
Agentforce specialists
HOW IT WORKS
Inside an Agentforce agent.
Agents reason over your data, take real actions, and stay within enterprise guardrails.
User request
chat · email · flow
Reasoning
LLM + Einstein
Actions
Flow & Apex
CRM data
Data Cloud grounding
Response
+ follow-up actions
WHO WE WORK WITH
Built for teams ready to put AI agents to work.
Agentforce delivers the most value where work is high-volume, repetitive, or stuck waiting on people. Here's who we help.
Service & Support Teams
Deflect and resolve cases around the clock with agents that answer, act, and escalate intelligently - not scripted bots.
Sales & SDR Teams
Qualify and follow up with leads 24/7, draft outreach, and surface next-best actions.
Operations Teams
Automate multi-step back-office workflows across Salesforce and connected systems.
Salesforce-First Orgs
Add Agentforce natively so agents act on your real CRM data, not a disconnected tool.
Teams Replacing Chatbots
Move beyond rigid Einstein Bots to agents that reason and take action.
Enterprises Scaling AI
Roll out agents responsibly with governance, monitoring, and the Trust Layer.
END-TO-END AGENT FORCE SERVICES
From first use case to agents in production.
Every engagement is scoped to your contracting process – no rip-and-replace, no bloated deployments. Here’s how we deliver.
01
Consulting & Strategy
We identify high-impact use cases and build a roadmap to deploy AI agents with confidence.
- Use-case discovery & prioritization
- Readiness & data assessment
- Agent roadmap & success metrics
- Build-vs-adopt guidance
CORE SERVICE
02
Agentforce Implementation
We build and deploy Salesforce Agentforce AI agents around your real workflows.
- Topics, instructions & actions
- Standard & custom agents
- Conversation orchestration
- Production deployment
03
Customization & Development
Extend agents with custom actions and logic using Flow and Apex.
- Custom Flow & Apex actions
- Entity resolution & context
- Error handling & retries
- Tailored to your processes
04
Agentforce Integration
Connect agents to the systems your business runs – inside and outside Salesforce.
- Salesforce & third-party integration
- API & MCP server connections
- Data Cloud grounding
- Unified, action-ready data
05
Prompt & Trust Layer
Make agents accurate and safe with strong prompts and enterprise governance.
- Prompt Builder design & testing
- Einstein Trust Layer setup
- Data masking & PII protection
- AI governance & guardrails
06
Managed Services
Keep agents healthy, accurate, and improving after go-live.
- Monitoring & performance tuning
- Continuous optimization
- Usage & analytics reporting
- Ongoing enhancements
MOST REQUESTED
07
Training & Enablement
Equip your teams to work alongside and extend their agents.
- Hands-on admin & builder training
- Agent design best practices
- Adoption enablement
- Documentation you keep
08
Agentforce Revenue Management
Apply agents to quoting, pricing, and the product-to-cash lifecycle.
- AI-assisted CPQ & quoting
- Revenue operations automation
- CPQ-to-contract handoff
- Order, billing & renewals
AGENT TYPES WE BUILD
What Agentforce actually changes.
A starting point – we tailor every agent to your processes and data.
Service Agent
Answers questions, resolves cases, and escalates with full context.
SDR Agent
Qualifies inbound leads, follows up, and books meetings 24/7.
Sales Coach
Gives reps AI-driven guidance, call prep, and next-best actions.
Commerce Agent
Delivers personalized recommendations and guided buying.
Operations Agent
Automates back-office and industry-specific workflows end to end.
Campaign Agent
Assists with campaign setup, audience prep, and follow-up.
case studies
Proof in production.
Outcomes from organizations that modernized contracting with us.
SAAS
Tier-1 cases, handled by an agent
Challenge Support team buried in repetitive tickets.
Solution Service Agent with Flow & Apex actions.
Result Agents resolve a large share of tier-1.
24/7
case resolution without adding headcount
MANUFACTURING
One use case, shipped to production
Challenge Stalled in endless AI pilots.
Solution Scoped SDR Agent, deployed, then scaled.
Result Live agent qualifying leads.
Pilot
Prod
in weeks, not quarters
FINANCIAL SERVICES
Agents rolled out with confidence
Challenge Security wary of AI in
production.
Solution Trust Layer, masking &
governance.
Result Approved for wide rollout.
Governed
deployment across departments
OUTCOMES, NOT DEMOS
What Agentforce actually changes.
These are the operational results our Agentforce engagements are built to deliver.
Automate high-volume
work Hand repetitive, multi-step tasks to agents so your team focuses on judgment work.
Resolve cases faster, 24/7
Deflect and resolve service requests any time, with intelligent escalation.
Qualify & follow up around the clock
Agents engage and nurture leads so none go cold.
Act on real CRM data
Agents reason over your Salesforce data and take action – not generic answers.
Deploy responsibly
Apply the Einstein Trust Layer, guardrails, and monitoring from day one.
Scale across departments
Start with one use case, then expand agents safely across the business.
Engagement Details
Where we deliver
India and the USA, supporting clients across time zones.
Platforms
Salesforce Agentforce, Einstein, Data Cloud, Prompt Builder, the Einstein Trust Layer.
Experience
In the Salesforce ecosystem since 2013.
Engagement models
Use-case pilots, full implementations, integrations, and managed services.
Where we start
A free consultation to find your highest-value first agent.
CLIENT VOICES
Outcomes from teams who fixed their contracts.
Results from organizations that modernized contracting with us.
We were tracking renewals in a spreadsheet and still missing them. Their contract renewal automation paid for itself in the first quarter – nothing slips through now.
D
Director of Legal Ops SaaS
Our Conga CPQ and CLM implementation finally connected quoting to contracting. Sales stopped re-keying deals and our cycle times dropped noticeably.
R
RevOps Lead – Manufacturing
They implemented CLM natively in our Salesforce org and migrated years of legacy contracts cleanly. Everything we need is now one search away.
C
CRM Architect – Healthcare
FREQUENTLY ASKED
Agentforce questions, answered.
Don’t see yours? Send us a message – we reply within one business day.
What is Salesforce Agentforce?
Agentforce is Salesforce’s platform for building and deploying autonomous AI agents that reason through tasks, take action inside your Salesforce org, and work within guardrails you set – using large language models and the Einstein AI layer grounded in your CRM data.
What are Agentforce AI agents?
Agentforce AI agents are intelligent assistants that go beyond scripted chatbots – they understand context, make decisions, and take multi-step actions across Salesforce and connected systems to
complete real work.
How is Agentforce different from Einstein Bots?
Einstein Bots follow predefined scripts and flows. Agentforce agents reason over your data, decide what to do, and take action dynamically – handling tasks that rigid chatbots can’t.
Do we need an Agentforce implementation partner?
A partner helps you pick the right first use case, build and customize agents, integrate and govern them, and reach production faster with measurable ROI – avoiding stalled pilots.
What can Agentforce automate?
Common use cases include service case resolution, lead qualification and follow-up, sales support, operations workflows, and quote-to-contract steps – anything high-volume, multi-step, and data- driven.
Is Agentforce secure?
Yes. We deploy agents with the Einstein Trust Layer, data masking and PII protection, guardrails, and monitoring so agents act safely and within policy.
Where are you located?
We deliver from India and the USA and have worked in the Salesforce ecosystem since 2013, with Salesforce-certified specialists.
Put your first Agentforce agent to work.
From use-case strategy to a production-ready, governed deployment – build Salesforce Agentforce AI agents with a partner that’s been in the ecosystem since 2013. Start with a free consultation.