Salesforce Agentforce that your sales and service teams will use.
We set up Agentforce, build the custom actions it needs in Apex and Flow, and ground it on your accounts, contacts and activity, so reps get useful answers and next steps inside Salesforce.
- First agent
- 4–6 weeks
- Ideal for
- Sales, account management and service teams on Salesforce
- Stack
- Agentforce, Einstein, Apex, Flow, SOQL, MCP
- Access
- Follows your Salesforce sharing model
The challenge
Out-of-the-box agents only go so far
Agentforce works best when it can take actions specific to your business and see the right data. That usually needs custom actions, cleaner data and careful permissions.
We handle the configuration and the code, then tune the agent with your reps' real questions.
Scope
What we deliver
- Agentforce setupTopics, instructions and guardrails configured for your teams.
- Custom actionsApex and Flow actions for quotes, follow-ups, case updates and more.
- Data groundingOptimised SOQL and data cleanup so answers reflect the real account picture.
- Role-based accessThe agent sees only what each user's profile and sharing rules allow.
- Outside systemsConnections to ERP, billing or support tools through APIs or MCP.
How it runs
Clear stages. You decide at the end of each.
Use cases
Shadow reps and pick the top tasks.
1 weekBuild
Configuration, actions and data fixes.
2–4 weeksPilot
A small team uses it daily; we tune it.
2 weeksRoll out
Training and wider launch.
ongoingQuestions
What teams ask us about this.
Do we need extra Salesforce licences?
Agentforce has its own licensing. We help you estimate usage so you buy the right amount.
Can the agent update records?
Yes, through actions you approve, with confirmation steps for anything significant.
Can you connect Salesforce to Claude instead?
Yes. We can build an MCP server so Claude can work with Salesforce data under the same permissions.
Related
Start a project
Tell us what you want AI to do. We'll tell you if it can.
A 30-minute call with an engineer. You leave with a straight answer on feasibility, rough cost and the first step.