Flagship · Agentic AI
Salesforce Agentforce
Autonomous service and sales agents built on Salesforce Agentforce and the Einstein platform.
Agentforce runs agents directly on your CRM, so they already understand your accounts, cases and opportunities without a fragile integration layer. For service teams handling a high volume of routine tickets, that context is the whole advantage.
We build the topics, actions and grounding, and we design the handoff to a human carefully. An agent that resolves eighty percent of order-status questions and escalates the rest cleanly is worth far more than one that attempts everything.
What you get
- Service or sales agent live in your Salesforce org
- Topics, actions and Apex or Flow invocations
- Grounding in Salesforce Knowledge and record data
- Einstein Trust Layer configuration and audit logging
- Escalation rules and transcript review process
Questions
Is our Salesforce data used to train a model?
No. The Einstein Trust Layer is designed around exactly that concern, with data masking, zero retention on the model side and full audit logging. We configure it explicitly rather than relying on defaults.
What if our org is messy?
Then we start there. An agent grounded in inconsistent records will produce inconsistent answers, and no amount of prompt work fixes it. Often the cleanup is the shorter path to value.
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