Build Salesforce AI agents
Build agents for specific tasks, then test them against real workflows.
Implementation servicesSalesforce Agentforce & AI
Put AI agents to work inside Salesforce
We build AI agents to carry out Salesforce tasks, with clear rules for when your team steps in.
- Established in 2016
- 90-day money-back guarantee
- All work performed by our US-based employees
Improve existing agents
Find where agents struggle with requests. Refine instructions and test the changes.
Consulting servicesConnect AI to your systems
Give agents access to Salesforce workflows and other business tools, including Claude and Slack where they fit.
Integration servicesKeep agents working well
Keep agent knowledge current and adjust behavior as your business changes.
Managed servicesFor customer-facing teams
Give agents the information and actions needed to handle routine requests in Salesforce. Requests that need a person move to your team with the conversation and relevant context attached.
Can I change the shipping address on order #10482?
ERPNot fulfilled
AddressValidated
Address updatedSalesforce + ERP
For internal teams
Let employees request Salesforce updates in plain language. We define the actions an agent can take and which changes need review before they happen.
Agentforce Action Review
Request from Alex
“Move Northline to Scoping and push the close date to October 30.”
Northline SupplyProposed Salesforce updates
| Field | Current | Proposed |
|---|---|---|
| Stage | Discovery | Scoping |
| Close date | Oct 15, 2026 | Oct 30, 2026 |
Guardrails passed · Awaiting approval
For sales & operations
Use connected Salesforce data to prepare account briefs for your next customer conversation. We set up tools such as Agentforce or Claude to draw on the information your team needs.
Opportunity$120k · Negotiation
Meeting notesSecurity review blocking close
Support caseSecurity documents requested
Account Brief
Northline Supply
Security review is blocking the close.
Next stepConfirm the review owner.
Our approach
Direct access
Work directly with the people responsible for delivery.
One team
Take the work from strategy through ongoing support.
Built with your team
Shape and test the solution with the people who use Salesforce.
Flexible engagements
Use us for a defined project, ongoing work, or both.
Agentforce & AI FAQ
What is Salesforce Agentforce?
Agentforce is Salesforce’s platform for building AI agents that act on customer or employee requests. We set up the information and actions an agent can use around an agreed workflow.
What could an AI agent help our team do in Salesforce?
An agent can handle defined tasks, such as answering common questions or updating records from a request. What it can do depends on its access and configured actions. We start with a specific workflow and define when your team needs to step in.
Do we need an AI agent, or would regular automation work?
Predictable steps and established rules may be better handled by Salesforce Flow. An agent can help when a request needs interpretation or the next step depends on context. The two can also work together. We assess the workflow before recommending an approach.
Does our data need to be ready before we start?
The information used by the first workflow needs to be accurate and accessible. A focused pilot may need only a small set of reliable records or knowledge articles. We check that information with you and agree on any preparation needed before building.
How do you set up an agent for our business?
We configure its instructions and actions around the task you want it to handle, using relevant business information. Your team tests realistic requests, including situations that need a person to take over. Most projects involve configuring an agent rather than training a new AI model.
Can we approve changes before an agent makes them?
Yes. We can design supported actions to require review and keep selected tasks with your team. Before building, we agree on which actions can run automatically, which need confirmation, and how exceptions are handled.
Can you help us use Claude with Salesforce?
Yes. We assess where Claude fits your workflow and how it can access the Salesforce information or actions your team needs. We confirm availability, licensing, and access requirements before defining the work.
How will we know whether the agent is helping?
We agree on measures before launch, such as completed tasks and time spent on routine work. We also review costs and interactions that need a human handoff. Those results help us decide what to improve before expanding the agent’s responsibilities.
Have a workflow in mind?
Boundaries and human handoffs defined before build.