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Salesforce Agentforce 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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What we can do for you?

What we can do for you?

01 Salesforce Agentforce Package-2
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Discovery & Design


  • Kick‑off workshop to gather requirements and define business objectives

  • Map data sources, workflows, and integration points

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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

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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

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Our workflow together

Discovery & Design

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
Salesforce Marketing Cloud configurations

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
Salesforce Training

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
Time To Value

4. Time To Value

  • Typical setup completed in 3-4 weeks
30-Day Post-Implementation Check-In

5. Check-In

  • Review reports

  • Review team engagement

  • Review lessons learned

  • Discuss next steps

Our workflow together

 Installation & Setup

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
Data Management

2. Master Data Management

  • Chart of Accounts setup and upload

  • Upload accounting periods, cash flow categories, customers, vendors, and products

  • Multi-ledger and multi-currency support

Transactional Processes

3. Transactional Processes

  • Guidance on Cash In/Cash Out & GL

  • Guidance on Reporting, Inventory & Order Management

  • Guidance on approval processes for Payables & Time Cards

  • Guidance on approval processes for Expense Reports

Opening Balance Data Migration

4. Data Migration

  • Migrate opening balances for the Core Financial Suite

  • Import balances for the Orders & Inventory module

  • Ensure accurate A/R and A/P migration

  • Transfer trial balance, SOs, and POs 

Post-Go-Live Assistance

5. Post-Go-Live Assistance

  • Month-end best practices review

  • Post Go-live Support Q & A Sessions

  • Project Management/Administrative tasks

Optional: Avalara Integration

6. Optional: Avalara Integration

  • Avalara Integration Overview Review Meeting

Our workflow together

Discovery & Design

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 

Salesforce Marketing Cloud configurations

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

Salesforce Training

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

Time To Value

4. Time To Value

  • Typical setup completed in 3-4 weeks

30-Day Post-Implementation Check-In

5. Check-In

  • Review reports

  • Review team engagement

  • Review lessons learned

  • Discuss next steps

Why companies love our Salesforce Agentforce Package?
  • Automate entire customer journeys: from awareness to conversion.
  • Boost efficiency and retention with AI agents working across acquisition, service, and commerce.
  • Enable seamless multichannel execution: and real‑time optimisation aligned to your goals.
  • Strengthen decision-making: with real-time insights and centralised visibility across all agent interactions.
  • 02 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:

  • Multichannel Engagement: Deploy AI agents that interact seamlessly across web, chat, email, and mobile, ensuring consistent, contextual experiences.
  • Lead Generation & Qualification: Let SDR agents capture, qualify, and route leads autonomously using real-time data and business logic.
  • Journey Orchestration: Use AI-powered agents to guide prospects through personalized, automated workflows—from first touch to final conversion.
  • 03 Salesforce Agentforce Package

    The impact of our collaboration

    40%

    Increase in media marketing campaign effectiveness

    25%

    Improvement in audience engagement across all channels

    20%

    Reduction in time spent on campaign management and execution

    THE BRYSA EFFECT™

    “[Brysa] has come up with solutions to problems we didn’t even realise at the time…has been fundamental in building our roadmap”

    Leanne Dowling, Financial Controller, i-media Ltd.

    THE BRYSA EFFECT™

    “Brysa helped us understand what our project [challenges] were and to bring technology into play…really knowledgeable with technology and bringing ideas to the table.”

    David Shamash, COO, UniLED Software Ltd.

    THE BRYSA EFFECT™

    “Always a pleasure to work with Brysa. It’s an incredibly understanding, experienced, and friendly team.”

    Abigail Cunningham, Sales Director, UniLIVE

    THE BRYSA EFFECT™

    “It’s rare to find a partner that not only delivers effective solutions but also invests in building a relationship that feels genuinely collaborative. We would highly recommend Brysa.”

    Joseph Quiambao, Director of Change, US Light Energy
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    What does Agentforce do? Accordion_arrow

    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? Accordion_arrow

    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? Accordion_arrow

    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? Accordion_arrow

    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.

    GET IN TOUCH

    Got a bold idea or just testing the waters? As a trusted Salesforce Partner in the UK, we’re here to
    guide you either way. Let’s talk.