Launch Agentforce in weeks
For Salesforce customers looking to empower their workforce with increased productivity and improved customer experience through the use of customized agents. These agents power conversational AI experiences which are immediate and accurate for users. Agentforce strengthens your organizations’ ability to help employees and customers with always-on support.
What Is Included in Trifecta's Agentforce Rapid Start?
- Use Case Discovery
- Enabling Agentforce Features
- Configuring the Agent
- Fine Tuning a Standard Topic
- Enabling Standard Actions
- Deploying the Agent to Experience Cloud
- Configuring Omni-Channel Agent Routing
How Do Agents Work?
Embrace the power of Agentforce with built and customized autonomous agents! These agents are assigned a Role based on the purpose that your team needs it to serve. The role is comprised of the job it must execute and the goals that it works toward achieving.
The agent is granted its trusted data – the information required to fulfil its role – and is now able to fulfill its actions. There is strong trust in the agents’ actions because of the Einstein Trust Layer which has guardrails limiting what the agent can and cannot do.
Have full confidence in your agents with the help of Trifecta and our Agentforce Rapid Start.
How Can Agentforce Help My Organization?
Explore some of the Agentforce use cases! For more ideas on how your organization can leverage this powerful tool, ask us!
How Can Agentforce Help My Organization?
Explore some of our Agentforce Rapid Start use cases by cloud.
Customer Support Actions
Direct actions Agentforce can perform on behalf of a customer or CSR
- Cancel Order
- Create Case
- Reset Password
- Update Customer Contact
Case & Order Insights
Access and analyze customer interactions
- Get All Cases for Contact
- Get Orders by Contact
- Find Similar Cases
- Find Contact Interactions
Knowledge & Resolution Assistance
Use knowledge articles to help resolve issues
- Answer Questions with Knowledge
- Troubleshooting from Knowledge
- Knowledge Creation
- Case Triage
Productivity & Customer Support
Help manage communication and chat more efficiently
- Explore Conversation
- Service Replies for Chat
- Call Summaries
- Draft or Revise Email
Opportunity & Deal Management
Features that help reps manage and prioritize sales opportunities
- Create a Close Plan
- Find Similar Opportunities
- Prioritize Opportunities
Activity Tracking & Planning
Tools for reviewing, planning, and logging sales activities
- Create a To-Do
- Get Activities Timeline
- Get Activities Details
- Log a Call
- Review My Day
Communication & Contact Intelligence
Assistance with communication and customer interaction insights
- Call Summaries
- Draft or Revise Email
- Find Contact Interactions
Product Discovery & Engagement
Helps customers find and explore relevant products
- Product Search
- Product Recommendations
- Product Evaluations
- Complete the Set
Shopping Experience & Order Management
Supports cart actions and post-purchase workflows
- Add to Cart
- Where Is My Order
- Re-Order
- Inventory Information
Promotions & Marketing
Assists with creating and optimizing promotional campaigns
- Get Commerce & Promotion Ideas
- Create Promotions
- Get Commerce Business Objectives
Back-Office Integration
Connects front-end actions with operational systems
- Integration with your existing ERP
Want to Test-Drive Agentforce?
Salesforce Foundations is a FREE upgrade available to existing Salesforce customers with Enterprise Edition or higher. By activating Salesforce Foundations in your existing CRM, you can leverage key features from Customer 360 apps – including Agentforce. Take advantage of: Configurable Sales and Service Agents, Agent and Prompt Builders, and 1,000 conversations to get started!