Why Consider Agentforce?
The businesses that should consider Agentforce are 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 360 strengthens your organizations’ ability to help employees and customers with always-on support.
Have Agentforce 360 implemented by the experts – Trifecta has Salesforce Certified AI Specialists that are ready to help you dive into autonomous AI. Equip your team with the tools to create improved internal operations and successful customer experiences with your organization.
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 360 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 360 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 360?
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!
More About Our Agentforce Rapid Start
It's a pre-configured implementation program that gets AI agents live on your Salesforce org in a matter of weeks rather than months, so you don't have to build an Agentforce deployment from scratch to start seeing value.
The program is built to launch in a matter of weeks. The exact timeline flexes with your business's environment, processes, and goals. This program turns a project that would take months of custom work into a pre-configured approach that saves time and costs.
The program covers use case discovery, enabling Agentforce features, configuring the agent, fine-tuning a standard topic, enabling standard actions, deploying the agent to Experience Cloud, and setting up omni-channel agent routing — a complete path from planning to a live, working agent.
Yes. This Rapid Start is built for existing Salesforce customers. We build on top of your current Salesforce data and CRM setup rather than implementing a new platform.
Each agent is built with a defined role, specific job responsibilities, and runs on Salesforce's Einstein Trust Layer which puts guardrails on what actions an agent can actually take. You'll have autonomous behavior within boundaries you control. No unsupervised decisions.
Salesforce Certified AI Specialists on our team deliver the Agentforce Rapid Start Program. We are backed by a 4.9/5 customer satisfaction rating on the Salesforce AppExchange.