Enterprise Salesforce Agentforce services

Salesforce Agentforce enables enterprises to move from traditional automation to autonomous AI systems that can understand intent, reason over enterprise data, and execute actions across CRM and connected platforms. This shift is happening now as organizations move beyond copilots and static workflows toward real-time, cross-system execution driven by AI agents operating on trusted enterprise data.

TO THE NEW helps enterprises design and operationalize Agentforce across Salesforce Customer 360, Data Cloud, Einstein AI, and enterprise ecosystems. We focus on turning AI from isolated experimentation into governed, production-grade agents that improve decision-making, automate workflows, and enhance customer and employee experiences at scale.

  • 40-60%

    reduction in manual support effort

  • 50%

    faster case resolution

  • 30-40%

    Reduction in operational costs

AI-powered enterprise automation with Salesforce Agentforce

Agentforce combines enterprise data, AI reasoning, and workflow automation to help organizations deliver intelligent customer and employee experiences at scale. Built on the Salesforce Platform, it enables autonomous AI agents that work alongside teams while maintaining enterprise governance and security.

  • Build autonomous AI agents for sales, service, marketing, commerce, and internal operations

  • Deliver personalized customer interactions using Salesforce Data Cloud and Customer 360

  • Automate workflows through Prompt Builder, Salesforce Flows, Apex, and APIs

  • Connect enterprise applications including ERP, CRM, knowledge bases, and third-party platforms

  • Improve employee productivity with AI-assisted recommendations and task automation

  • Maintain enterprise-grade security, compliance, auditability, and human oversight

Our Salesforce Agentforce services

Each service focuses on operationalizing autonomous AI across enterprise systems, moving beyond deployment to measurable business execution.

Identify high-impact automation opportunities, define enterprise use cases, and build a governance-led roadmap for scalable AI adoption aligned with business outcomes.

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Design and deploy production-ready AI agents using Salesforce Agentforce, Data Cloud, Flows, Prompt Builder, and APIs, ensuring seamless integration into enterprise workflows.

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Build domain-specific AI agents tailored to business functions such as sales, service, marketing, and operations, aligned to real enterprise workflows and decision paths.

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Connect AI agents with ERP, CRM, legacy systems, and enterprise applications to enable real-time data flow and cross-system execution across the organization.

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Establish guardrails, compliance frameworks, monitoring systems, and continuous tuning mechanisms to ensure safe, accurate, and high-performing AI agents at scale.

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Provide ongoing ownership of agent performance, upgrades, prompt optimization, system health, and continuous enhancements to maximize long-term enterprise value.

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Agentforce solutions we enable

Enterprise AI agents designed to automate customer interactions, improve employee productivity, and accelerate business outcomes across the Salesforce ecosystem.

  • AI Customer Service Agent

    Resolve customer queries, manage cases, and deliver 24/7 AI-powered support with human handoff

  • AI Sales Development Representative (SDR)

    Qualify leads, engage prospects, and book meetings through personalized AI conversations

  • AI Sales Coach

    Equip sales teams with AI insights, coaching, and recommendations to improve win rates.

  • AI Marketing Assistant

    Create personalized campaigns, optimize journeys, and improve engagement with AI assistance

  • AI Commerce Assistant

    Deliver personalized shopping experiences and product recommendations to increase conversions

  • AI Employee Assistant

    Help employees find information, automate tasks, and resolve requests faster with AI

Videos

Podcast ThumbnailPodcast

Salesforce + Gen AI = Agentforce

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Salesforce + Gen AI = Agentforce

 

Our Expertise

AI strategy & use case discovery

Identify high-value automation opportunities, prioritize business use cases, and create a roadmap for successful enterprise AI adoption

AI strategy & use case discovery

Enterprise AI architecture

Design scalable Agentforce architectures that integrate Salesforce clouds, enterprise applications, and trusted data sources while maintaining security and governance

Enterprise AI architecture

AI agent design & customization

Build intelligent AI agents tailored to your business processes using Prompt Builder, Flows, Apex, Data Cloud, and enterprise knowledge

AI agent design & customization

Enterprise integrations

Connect Agentforce with ERP, CRM, collaboration platforms, knowledge repositories, and third-party systems to enable seamless business workflows

Enterprise integrations

AI governance & security

Implement guardrails, permissions, compliance controls, human oversight, and monitoring frameworks to support responsible AI adoption

AI governance & security

Continuous optimization

Monitor agent performance, refine prompts, improve workflows, and optimize AI experiences to maximize business value over time

Continuous optimization

Agentforce delivery lifecycle

Structured end-to-end delivery approach covering discover, design, build, deploy, govern, and optimize phases to operationalize autonomous AI agents across enterprise systems with secure integration, governance, and continuous performance improvement

Agentforce delivery lifecycle

What enterprises achieve with Salesforce Agentforce

Autonomous AI agents that streamline operations, improve customer experiences, and help enterprises scale with trusted, data-driven automation.

Always-on customer engagement

Resolve customer requests around the clock with AI agents that understand context, complete tasks, and seamlessly escalate complex interactions when human expertise is needed

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AI-powered workforce augmentation

Free employees from repetitive work by automating routine tasks, surfacing enterprise knowledge, and assisting with decisions across business functions

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Faster execution across business workflows

Accelerate sales, service, and operational processes by enabling AI agents to trigger workflows, retrieve data, and coordinate actions across connected systems

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Trusted AI built on enterprise data

Deliver accurate, context-aware responses using Salesforce Data Cloud and Customer 360 while maintaining governance, security, and human oversight

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Scalable automation without added complexity

Extend AI across teams and business processes using reusable agents that integrate with existing Salesforce investments and enterprise applications

Accelerate AI adoption with autonomous agents that improve customer experiences, automate workflows, and increase business productivity.

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Our accelerators

Proprietary tools built to supercharge your Salesforce transformation.

REIA

Salesforce-native real estate accelerator unifying Buyer 360 signals, visit orchestration, and seller lifecycles to increase lead conversion by 50% and accelerate campaign GTM.

ACRA

Plug-and-play AI agent accelerator orchestrating multi-system resolutions (CRM, OMS, gateways) to slash manual support workloads by 40% and cut operational costs up to 40%.

Industries we serve

Delivering Salesforce Agentforce solutions tailored to industry-specific customer journeys, operational processes, and enterprise AI requirements.

Healthcare
Healthcare

Improve patient engagement and automate care workflows with trusted AI

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Financial services
Financial services

Automate client service, improve advisor productivity, and support compliance

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Retail & Commerce
Media & Entertainment
Media & Entertainment

Personalize subscriber experiences and automate customer engagement.

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Technology
Technology

Automate sales, customer success, and partner workflows with AI

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Our Salesforce certifications

Certified Salesforce professionals across architecture, AI, development, DevOps, customer engagement, and enterprise cloud domains.

  • Salesforce Certified AI Associate
  • Salesforce Certified AI Specialist
  • Salesforce Agentforce Specialist
  • Salesforce Certified Platform Administrator
  • Salesforce Platform Developer I
  • Salesforce Certified Platform Developer II
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Data Cloud Consultant
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant
  • Salesforce Certified Experience Cloud Consultant
  • Salesforce Certified Business Analyst
  • Salesforce Certified Associate
  • Salesforce Certified JavaScript Developer
  • Salesforce Omnistudio Developer
  • Salesforce Certified Industries CPQ Developer
  • Salesforce Certified Platform Foundations
  • CPQ and Billing Consultant Accredited Professional

Improve customer engagement, automation, and operational efficiency with enterprise Salesforce consulting services.

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Our insights

Stay ahead with the latest industry trends, our thought leadership and perspective.

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Why enterprises choose TO THE NEW for Agentforce

Enterprise Agentforce adoption requires more than implementation — it requires operationalizing AI across complex enterprise systems.

  • Deep integration across CRM, ERP, data platforms, and legacy systems for real operational AI

  • Data Cloud-ready approach ensuring clean, unified, trusted enterprise data for agents

  • Workflow-native agents designed around real business processes and outcomes

  • Governance-first deployment with security, compliance, auditability, and guardrails

  • Full lifecycle ownership from strategy to optimization for continuous AI value delivery

FAQs

What is Salesforce Agentforce?

Salesforce Agentforce is an AI platform that enables enterprises to build autonomous AI agents capable of understanding requests, reasoning over enterprise data, and executing business actions across Salesforce and connected systems.

Why are enterprises adopting Agentforce now?

Enterprises are shifting from copilots and rule-based automation to autonomous AI systems that execute workflows across CRM and enterprise platforms. This shift is driven by real-time customer expectations, multi-system complexity, and the need to reduce operational load through AI agents.

How is Agentforce different from traditional chatbots?

Unlike rule-based chatbots, Agentforce uses AI reasoning to understand context, access trusted business data, perform tasks, and seamlessly hand off complex interactions to human teams.

What business functions can Agentforce support?

Agentforce can automate customer service, sales, marketing, commerce, employee support, and other enterprise workflows using AI-powered agents.

Does Agentforce work with Salesforce Data Cloud?

Yes. Agentforce uses Salesforce Data Cloud to access unified customer profiles and trusted enterprise data, enabling more personalized and context-aware AI interactions.

Can Agentforce integrate with enterprise applications?

Yes. Agentforce integrates with ERP systems, CRM platforms, knowledge bases, APIs, MuleSoft, and third-party applications to automate end-to-end business processes.

How long does an Agentforce implementation take?

Implementation timelines depend on business complexity, integrations, and use cases. Most projects begin with a discovery and planning phase followed by phased deployment.

Is Agentforce secure for enterprise use?

Yes. Agentforce includes enterprise-grade security, governance, permission controls, auditability, and human oversight to support responsible AI adoption.

How can TO THE NEW help with Agentforce implementation?

TO THE NEW provides end-to-end Agentforce consulting, implementation, customization, integration, optimization, and managed services to help enterprises deploy AI with confidence.

How does Agentforce differ from AI copilots?

Agentforce is designed to execute actions across enterprise systems, while copilots primarily assist users with suggestions and content generation. Agentforce operates with autonomy, governance, and workflow execution capabilities.

Can Agentforce replace existing automation systems?

Agentforce does not replace existing systems but enhances them by adding reasoning and decision-making capabilities on top of CRM, ERP, and workflow tools.