Salesforce Agentforce Quick Start Package
Agentforce enables organizations with autonomous, proactive AI agents that support both employees and customers 24/7. Built on the Salesforce platform and powered by the Atlas Reasoning Engine, Agentforce brings together human workflows, trusted data, and low‑code automation for seamless digital labor.
With this package, you’ll gain access to tailored Agentforce configurations aligned with your business goals and operational needs. Our experts will help you deploy AI-powered agents that automate workflows, engage customers intelligently, and boost team productivity. From reasoning-driven decision-making to real-time data
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No strings attached — talk to our experts and explore the possibilities.
What we can do for you?
Discovery & Design
- Kick‑off workshop to gather requirements and define business objectives
- Map data sources, workflows, and integration points
Agentforce Configurations
- Set up and customize pre‑built AI agent templates using Agent Builder
- Define agent logic via low‑code flows, prompts, and Apex actions
- Configure Topics and Instructions needed
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Salesforce training
- 3 hours of remote, hands‑on training for admins and business users
- Best‑practice guides for designing, deploying, and optimizing agents
- Access to self‑paced resources and community support
Time To Value
- Typical setup completed in 3-4 weeks
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30-Day Post-Implementation Check-In
- Review agent performance metrics and business impact
- Assess user adoption and gather feedback
- Plan next‑phase enhancements and scaling opportunities
1. Discovery & Design
- Kick-off call, gather requirements
- Review business goals and marketing objectives
- Define up to 8 key media marketing-specific reports
- Weekly project check-in calls
2. Configurations
- Set up Email Studio, Mobile Studio & Social Studio
- Configure 5 marketing-specific data extensions
- Develop audience segmentation strategies
- Configure multi-channel marketing campaigns
3. Salesforce training
- 3 hours of remote in-app training
- Targeted at B2B marketing staff and system admin users
- Additional Salesforce resources for self-paced learning
4. Time To Value
- Typical setup completed in 3-4 weeks
5. Check-In
- Review reports
- Review team engagement
- Review lessons learned
- Discuss next steps
1. Installation & Setup
- Kick-off call, gather requirements
- Installation of Accounting Seed managed package(s)
- Make page layout changes
- Assign Permission Sets to named users
2. Master Data Management
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Chart of Accounts setup and upload
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Upload accounting periods, cash flow categories, customers, vendors, and products
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Multi-ledger and multi-currency support
3. Transactional Processes
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Guidance on Cash In/Cash Out & GL
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Guidance on Reporting, Inventory & Order Management
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Guidance on approval processes for Payables & Time Cards
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Guidance on approval processes for Expense Reports
4. Data Migration
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Migrate opening balances for the Core Financial Suite
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Import balances for the Orders & Inventory module
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Ensure accurate A/R and A/P migration
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Transfer trial balance, SOs, and POs
5. Post-Go-Live Assistance
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Month-end best practices review
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Post Go-live Support Q & A Sessions
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Project Management/Administrative tasks
6. Optional: Avalara Integration
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Avalara Integration Overview Review Meeting
1. Discovery & Design
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Kick-off call, gather requirements
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Review business goals and marketing objectives
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Define up to 8 key media marketing-specific reports
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Weekly project check-in calls
2. Configurations
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Set up Email Studio, Mobile Studio & Social Studio
-
Configure 5 marketing-specific data extensions
-
Develop audience segmentation strategies
-
Configure multi-channel marketing campaigns
3. Salesforce training
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3 hours of remote in-app training
-
Targeted at B2B marketing staff and system admin users
-
Additional Salesforce resources for self-paced learning
4. Time To Value
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Typical setup completed in 3-4 weeks
5. Check-In
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Review reports
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Review team engagement
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Review lessons learned
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Discuss next steps
Why companies love our Salesforce Agentforce Package?
Key Use Cases
Our Salesforce Agentforce Implementation Services are designed to help you deploy intelligent, autonomous agents that drive smarter engagement and operational efficiency across your business. From initial setup to configuring AI agents that work across sales, service, and marketing, we align every capability with your strategic goals. Key use cases include:
What does Agentforce do?
Agentforce is Salesforce’s AI-native platform that enables businesses to deploy intelligent, autonomous agents across sales, service, marketing, and operations. These agents go beyond traditional chatbots—they can understand context, make decisions, retrieve real-time data, and perform complex actions using Salesforce flows, Apex, and APIs.
What constitutes Salesforce Agentforce Implementation?
Agentforce implementation involves configuring and deploying intelligent AI agents tailored to your unique business goals across sales, service, marketing, and internal operations. This process includes integrating Agentforce with your existing Salesforce ecosystem, setting up agent logic through flows, prompts, and Apex, and aligning data sources to support real-time decision-making.
What is the difference between Salesforce and Agentforce?
Salesforce is a comprehensive customer relationship management (CRM) platform that helps businesses manage sales, marketing, service, and more through data-driven workflows and automation. Agentforce, on the other hand, is an AI-native layer built on top of Salesforce that introduces autonomous, proactive agents capable of reasoning, taking action, and streamlining complex processes across departments.
How long will it take to implement Agentforce Package in my organisation?
The time required to implement Agentforce varies depending on the complexity of the business requirements, the level of customisation, and the scope of integration. On average, a basic implementation might take a few weeks, while more complex setups involving extensive customization and data integration could take several months. A typical implementation timeline ranges from 3 to 6 months.
