Agentforce and GPT, grounded in your Salesforce data
AI only helps when it works from accurate data and has clear limits. We pick the use cases with real payback, prepare the data, and build agents your team can trust.
What you get
- A short list of AI use cases ranked by value and effort
- Agentforce agents with topics, actions and instructions
- Prompt templates for summaries, emails and replies
- GPT or other LLM integrations through Apex where needed
- Guardrails for what agents can see and do
- Testing with real cases before launch
You probably need this if
- Leadership wants AI but no one has picked a use case
- Your support team answers the same questions every day
- Reps lose time reading long case or account histories
- You tried an AI pilot and the answers weren't reliable
AI use cases with the clearest payback
Case triage
An agent classifies incoming cases, fills key fields and routes them, so agents start with context.
Reply drafting
Suggested replies built from your knowledge articles and the case history, reviewed by a person before sending.
Record summaries
One-click summaries of accounts, opportunities or cases, so nobody reads 40 activity entries to get up to speed.
Assess, plan, build, launch
Assess
We review your org, talk to the people who use it, and list what's slowing them down.
free · about 1 weekPlan
You get a written scope, timeline and price. No open-ended hourly surprises.
written proposalBuild
Short sprints in a sandbox, with a demo every week so you see progress early.
weekly demosLaunch and support
Tested deployment, training for your team, and support after go-live.
post-launch careCommon questions
Do we need Data Cloud for Agentforce?
It depends on the use case and your Salesforce edition. We check what you already have and what each use case actually needs before recommending anything.
Is our data sent to OpenAI or another provider?
With Agentforce, requests go through Salesforce's Einstein Trust Layer. For direct GPT integrations we design what data leaves Salesforce and document it for your security team.
How do we stop an agent giving wrong answers?
Clean source data, narrow topics, explicit instructions, and testing with real historical cases before launch. We also keep a person in the loop where mistakes are costly.
Often paired with
New org, set up right
Objects, security and page layouts designed around how your team sells and serves, so it scales without a rebuild next year.
- Data model and permission design
- Migration from spreadsheets or a legacy CRM
- Training and go-live support
Flow automation
Approvals, assignments and record updates that run on their own, built in Flow so your admins can maintain them.
- Lead and case routing
- Approval processes
- Workflow Rule and Process Builder migration
Custom Lightning apps
Fast, modern screens in Lightning Web Components backed by tested Apex, for the jobs configuration can't handle.
- LWC and Apex development
- API integrations
- Code review and test coverage
Find the AI use case worth building first
Book a free org assessment. We'll look at how your team uses Salesforce today and show you where the quickest wins are.