Context
Start with the records the agent is allowed to know.
Confirm the CRM records, knowledge sources, permissions, and ownership that give the use case a reliable starting point.
Agentforce by Lodestone
Agentforce.
From context
to action.
Connect Salesforce data, approved actions, and human judgment in an agent designed for a useful first job.
Grounded in your business. Built with control.
Grounded in Salesforce
Trusted contextCRM + Knowledge
Purposeful actionApproved Flows
ContextActionHuman handoff
A clear job. A useful action. People in control.
Context
Start with the records the agent is allowed to know.
Reasoning
Give the job clear boundaries.
Action
Connect the answer to a useful next step.
Oversight
Keep a person in the decisions that need one.
The Operating Model
One useful job.
Four connected layers.
A first agent should make the work clearer, not introduce a new black box. The data, decisions, actions, and controls belong to the same design.
Start with the operating model.Then configure the agent.
Reasoning
Give the job clear boundaries.
Define the topics, instructions, expected responses, and situations that sit outside the agent's responsibility.
Action
Connect the answer to a useful next step.
Map approved Flows, record actions, and integration touchpoints to the agreed outcome, rather than adding automation for its own sake.
Oversight
Keep a person in the decisions that need one.
Design escalation, approval, review, and launch monitoring alongside the first experience, not after it.
A Practical Agent Experience
See the decision path.
Illustrative Salesforce workflows. Final capabilities depend on the approved use case, data, licensing, and implementation scope.
Request
Can you help me with an order?
-
01
Ground the response
Approved account, order, and knowledge records
-
02
Take the approved action
Check the status through an approved Salesforce Flow
-
03
Keep the human handoff
Route exceptions to a service representative
A grounded answer and a clear next step.
Request
Help me prepare for this account conversation.
-
01
Ground the response
Permitted account, contact, activity, and opportunity records
-
02
Take the approved action
Prepare a summary and an approved follow-up task
-
03
Keep the human handoff
Leave commercial judgment and approval with the sales team
Useful preparation, connected to the customer record.
Request
What should happen next with this request?
-
01
Ground the response
The approved request, ownership, and process rules
-
02
Take the approved action
Create the next task or start an approved workflow
-
03
Keep the human handoff
Send exceptions and required approvals to the right person
An accountable action with a visible owner.
A Focused First Launch
Agentforce Quick Start
One agent, one use case, one channel. A defined package gives your team a controlled place to begin.
- Up to 3 Salesforce Flows
- Up to 10 intents or topics
- Admin handoff and baseline reporting
Base package investment
$3,795
Approximately two weeks.
Scope and prerequisites confirmed before delivery.
See what connected delivery changes.
Explore real customer challenges, the decisions behind the work, and the resulting direction for each business.