Agentforce Quick Start

Strategic Onboarding & Process Audit

Discovery & Use-Case Definition

• Confirm the single best first use case (high volume, repeatable, measurable)

• Define success metrics (e.g., deflection %, faster routing, improved first response, reduced handle time)

• Map the “happy path” + escalation/handoff scenarios

• Identify what the agent can do vs must hand off

Content & Data Readiness Review

• Identify which Salesforce data the agent is allowed to use (e.g., Cases, Knowledge, Accounts/Contacts, Orders—based on your org)

• Confirm data quality gaps and what must be cleaned/standardized first

• Define response constraints, tone guidelines, and any compliance requirements

• Confirm approved knowledge sources (articles, curated FAQs, vetted internal content)

Agent Build & Configuration

Agent Setup (1 Agent)

• Configure agent persona, tone, scope, and guardrails
• Define supported intents/topics (e.g., “Check case status”, “Create a case”, “How-to guidance”)
• Implement escalation paths:
  • handoff to a human
  • route to a queue
  • create/update records (only when permitted)

Knowledge / Grounding (If Applicable)

• Connect the agent to approved knowledge sources (Salesforce Knowledge, curated FAQs, vetted internal text)
• Ensure responses stay grounded in allowed sources and avoid “guessing” via scoped retrieval rules
• Add safe fallback responses when confidence is low (handoff or request clarification)

Workflow Automation & Handoffs

Flows for Agent Actions (Up to 3 Flows)

Typical examples (selected based on the use case):

• Create/Update Case Flow (capture required details, set fields, confirm next steps)
• Routing Flow (assign by issue type, product, customer tier, or keywords)
• Follow-up Flow (send confirmation, request missing info, schedule callback, notify team)

Governance for Sensitive Actions (Baseline)

• Ensure the agent only performs actions permitted by profile/permissions
• Add lightweight guardrails for sensitive actions (e.g., “handoff required” rules)

Testing, QA & Launch

Testing & Quality Checks

• Scenario testing for top intents + edge cases
• Validate permissions (agent cannot access restricted data)
• Confirm handoffs work correctly (queue routing, owner assignment, notifications)

Go-Live & Admin Enablement

• Admin handoff on how to:
  • update intents/topics
  • manage grounding sources
  • adjust flows and routing rules
  • monitor usage and errors
• Provide a lightweight playbook for iteration (“what to tweak first”)

Reporting & Continuous Improvement

Baseline Reporting (Included)

• Track key outcomes:
  • conversation volume
  • handoff rate
  • cases created/updated by agent
  • top intents and failure points
• Provide a next-steps improvement plan (what to add next for maximum impact)

Your Configuration

Base Package

$3,795

Total Investment

$3,795

Need a custom solution?

Contact our team

Published delivery outline

Approximately 2 weeks

The final delivery schedule and prerequisites are confirmed during discovery.