Agents with a clear job, trusted context and sensible limits
Build Salesforce AI agents that can answer, reason and take approved actions - with realistic testing, human handover and clear measures of success.
An AI agent is only as useful as the work around it
Agentforce is Salesforce’s platform for building and operating AI agents for customers and employees. Agents can use business data and knowledge, reason through requests and take configured actions across use cases such as service, sales, appointments, field work and employee support.
Art of Cloud helps organisations move from an interesting demo to a controlled business capability. We define the job, the audience, the information the agent can use, the actions it may take and the conditions that require a human to step in.
We test difficult scenarios, monitor behaviour after launch and expand autonomy only when the evidence supports it.
What you can expect
An Agentforce solution designed around a specific outcome, with the data, controls and operating model needed to support it.
A defined job to be done.
We narrow the agent’s purpose, users, success measures and boundaries before writing instructions or connecting actions.
Trusted knowledge and data.
We identify which Salesforce records, Data 360 context, knowledge sources and external systems the agent can rely on.
Testing that challenges the agent.
We test ambiguity, missing data, unsupported requests, prompt attacks, access boundaries and failed actions alongside normal journeys.
What can Agentforce support?
Whilst the exact capability depends on your Salesforce edition and licences. Use cases include...
- Customer questions, service triage and case resolution
- Sales qualification, research and follow-up support
- Appointment booking, changes and reminders
- Order, account or service-status assistance
- Employee questions and routine internal requests
- Field service scheduling and technician support
- Knowledge retrieval, summarisation and guided work
- Agent Builder configuration, topics, instructions and actions
- Human handover, approvals and escalation workflows
- Testing, observability, performance and cost optimisation
How we deliver Agentforce
1.
Prioritise the use case. We assess value, feasibility, data readiness, consequence and user need.
2.
Define the agent. We agree the role, audience, topics, boundaries, voice, actions, handover and success measures.
3.
Prepare the foundations. We improve relevant data, knowledge, permissions, workflows and APIs.
4.
Build and test. We configure the agent and run representative, adversarial and failure scenarios.
5.
Pilot with oversight. We launch to a controlled audience, monitor conversations and keep human support available.
6.
Optimise and expand. We improve quality and only broaden access or autonomy when performance supports it.
Still have questions?
Let’s answer them
What is Salesforce Agentforce?
Agentforce is Salesforce’s platform for creating AI agents that answer questions and take configured actions using business data, knowledge, automation and integrations.
Is Agentforce just a chatbot?
No. A chatbot may follow fixed dialogue paths or answer questions. An Agentforce agent can reason through a request and select approved actions, although its real capability depends on the data, instructions, permissions and integrations configured.
Can Agentforce operate without a human?
It can complete some tasks autonomously within defined guardrails. Higher-consequence or exceptional work should include validation, approval or handover. The appropriate level of autonomy depends on risk and proven performance.
Does Agentforce need Data 360?
Agentforce can use Salesforce data and connected knowledge, while Data 360 can provide wider, harmonised context. Whether it is required depends on the use case and where the relevant data is held.