What Is Agentforce?

Agentforce is Salesforce’s platform for building AI agents that work inside your CRM. An agent reads a customer’s request, works out which of its approved topics applies, and takes action, such as checking an order, updating a case or creating a quote. It uses your Salesforce data and the permissions you set. When a request falls outside what it’s allowed to do, it hands the conversation to a person.

A traditional chatbot follows a fixed script. An Agentforce agent reasons about the request and chooses from the actions you’ve given it. That flexibility is what makes agents useful, and it’s why the setup matters so much. For a deeper look at the platform, read What Is Agentforce?

Explore our AI Agent Framework
Delivering Business Value with Autonomous Agents

Driving ROI with Agentforce

LaunchPad Lab’s AI Automation toolkit equips you with the framework for building the business case for AI agents and Agentforce, delivering immediate impact and long-term value. You’ll identify opportunities to streamline operations, reduce costs, and drive revenue while building a strong business case for AI investment. With clear steps and actionable outcomes, this toolkit helps you get results fast—enabling scalable growth, consistent processes, and measurable ROI.

Download Overview

Why Companies Bring In an Agentforce Partner

Turning Agentforce on takes minutes. Getting an agent your customers trust and your team can maintain takes product, data and Salesforce experience working together. That's the work we do.

  • Choosing the use case with the clearest ROI

    We start with the work that costs you the most: high-volume, repeatable requests with a clear right answer. We size the volume, model the savings and pick a first agent you can measure. You get a business case before you commit to a build.

  • Designing topics, actions and guardrails

    Topics define what an agent handles. Actions define what it can do. Instructions define how it behaves. We write and test all three, decide when the agent should hand off to a person, and make sure it can only reach the records it should.

  • Connecting agents to data outside Salesforce

    The answers customers want often live partly outside your CRM, in an ERP, an order system or a product database. We connect those systems through APIs and services on Heroku, so your agent answers with real data instead of guessing.

  • Testing, monitoring and trust

    We test agents against real conversation transcripts before launch, review responses with your team and track accuracy after go-live. Agentforce runs on Salesforce’s Einstein Trust Layer, which masks sensitive data and keeps model providers from retaining it.

Speed to Launch

The Agentforce Quickstart: Live in 6 Weeks

Start small, prove the value, then scale. The Quickstart gets a customer-facing Agentforce agent into production in six weeks and gives you a clear roadmap for what comes next.

What’s includedWhat it covers
Setup and configurationImplement and configure your agents in Agentforce.
10 service topicsIdentify the topics your customers ask about most and prioritize them for launch.
30 actionsBuild the actions your agent can take, such as “Get order delivery status” or “Create quote.”
5 customer service journeysMap and build complete conversations from first question to resolution.
Knowledge base setupLoad your knowledge articles so the agent answers consistently and in context.
Testing and launchA full round of user acceptance testing with your team.
Training and go-live supportTraining materials, a dedicated Q&A session and support during launch.
30-day warrantyFor 30 days after launch, we’re on call to fix defects and tune performance.

At the end of six weeks you’ll have an agent handling real customer workflows, a measured view of its ROI, and a roadmap for rolling Agentforce out further.

What we build

Agentforce Agents We Build

  • Service agents

    Answer order, account and case questions around the clock. Resolve routine requests on the spot and pass everything else to your team with the full conversation attached.

  • Sales agents

    Qualify inbound leads, answer product questions, book meetings and keep your CRM up to date. Read more in Agentforce for Sales.

  • Self-service agents in Experience Cloud

    Put an agent inside your customer or partner portal so people get answers where they already log in. Learn about our Experience Cloud development.

  • Custom actions beyond Salesforce

    When an agent needs to do something Salesforce can’t do on its own, we build custom actions in Flow, Apex or an external service. That lets your agent check inventory, pull billing history or kick off a workflow in another system.

Real Results

What Clients Experience with Agentforce

  • Faster answers for customers

    Routine questions get resolved in seconds, at any hour, without waiting in a queue.

  • Lower cost per resolution

    Agents take the repetitive volume, so your team’s time goes to the cases that need judgment.

  • A team focused on complex work

    When agents hand off, the full context comes with them, so people pick up where the agent left off.

  • A roadmap you can fund

    You finish with real usage data and ROI numbers, which makes the next investment an easy decision.

Is Agentforce right for you?

When LaunchPad Lab Recommends Agentforce

We build both, so we’ll recommend whichever fits. Here’s how they compare.

AgentforceCustom AI agent
Where your data livesMostly in SalesforceAcross many systems, or outside Salesforce
Time to launchFast. A first agent in about six weeksLonger, depending on scope
FlexibilityWorks within Salesforce’s agent frameworkFull control over models, interface and workflow
Cost modelSalesforce licensing plus implementationBuild cost plus model usage
Best forService and sales teams that run on SalesforceProducts where the agent is part of what you sell

Want to explore the custom route? See our AI agent development services.

Is Agentforce right for you?

When LaunchPad Lab Recommends Agentforce

Agentforce is a strong fit when:

  • Your service or sales teams already work in Salesforce.
  • You handle a high volume of repeatable requests with clear answers.
  • Your knowledge articles and customer data are in reasonable shape, or you’re ready to clean them up.
  • You want a measurable win within a quarter.

It’s not the right first step when most of your customer data lives outside Salesforce, when the underlying process is broken and needs fixing first, or when you need full control over the model and interface. In those cases we’ll tell you, and point you to the better option.

What to Know

Frequently Asked Questions

Reach Out

Ready to Launch Your First Agent?

Book a 30-minute readiness call. We'll review your use cases, tell you whether Agentforce is the right fit, and show you what a 6-week Quickstart would deliver for your team.