Salesforce Agentforce
Agentforce that works on your real Salesforce data, not just in the demo.
We're a Salesforce Agentforce implementation partner for small and mid-size businesses. We build agents that qualify inbound leads, answer customer questions and update records inside your org, with clear rules about what they can and can't do. You get something your sales and service teams actually trust.
Sales Cloud and Service Cloud orgs. We check your data first, then build.
Inbound web lead, mid-market
- Company
- Northwind Supply (120 staff)
- Need
- Field service scheduling
- Budget timing
- Next quarter
- Decision maker
- Ops director, on the chat
- Action
- Meeting booked, opportunity created
Example of a lead your agent hands over
The honest bit
Most Agentforce projects stall on data, not on AI
Agentforce agents read your Salesforce records to decide what to say and do. If lead sources are messy, accounts are duplicated or key fields are empty, the agent will be confidently wrong.
So we start with a short review of your org: the objects and fields the agent will use, your lead process, your permissions. We fix what matters, then build. It's less exciting than a demo, and it's why the agent works in month three.
What we build
Agentforce agents for lead generation and service
Lead qualification (SDR) agents
Engages new inbound leads by email or web chat, answers product questions from your knowledge, asks qualifying questions and books meetings for your reps.
- Runs on your qualification criteria
- Updates lead status and fields
- Hands over with a clear summary
Customer service agents
Answers common questions on your website or Experience Cloud site, looks up orders and cases, and escalates to a person with context.
- Grounded in Knowledge articles
- Case creation and updates
- Clean handoff to Service Cloud agents
Custom actions
Flows, Apex and API calls that let the agent actually do things: check stock, create a quote, book a slot, or call an outside system.
- Flow and Apex actions
- External system calls
- MCP and n8n where it fits
Guardrails
We decide what the agent is not allowed to do before we decide what it can do
Clear scope
Each agent has a short list of jobs and actions. Anything outside that list gets handed to a person.
Permissions
The agent runs with the minimum access it needs, respecting your sharing rules and field-level security.
Tested on your edge cases
We test with real leads and cases from your org, including the angry, confusing and off-topic ones.
Watched after launch
We review conversations with you in the first weeks and adjust instructions, actions and data.
How a project runs
From org review to agents in production
Org and data review
We check the data, processes and permissions the agent will rely on, and agree the use case and success measures with you.
Build and test
Topics, instructions, actions and knowledge are built in a sandbox and tested against real scenarios.
Launch and improve
Gradual rollout, conversation reviews, and adjustments. Your admins get documentation and training.
FAQ
Salesforce Agentforce implementation: FAQ
Is Agentforce worth it for a small business?
It can be, if you already run sales or service in Salesforce and have a clear, repetitive job for the agent, such as qualifying inbound leads. If you're not on Salesforce, a custom agent connected to your current CRM is often cheaper. We'll tell you which makes sense.
How much does Agentforce cost?
Salesforce charges for Agentforce separately, and pricing changes, so we help you estimate usage before you commit. Our implementation work is quoted as a fixed project after the org review.
Do we need clean data before starting?
You need the data the agent will use to be reasonably reliable. Our org review finds the gaps. Where data quality is the bigger problem, we may suggest a data project with Informatica or Salesforce tools first.
Can Agentforce connect to systems outside Salesforce?
Yes, through Flow, Apex, APIs, MuleSoft, and increasingly MCP. We connect agents to ERPs, booking systems and custom databases.
Talk to us
Find out if Agentforce is right for you.
Send a few details and we'll come back with a plain-English plan: which agent fits, what it connects to, and what it costs. Or grab a time on the calendar.
Book a 30-minute callPrefer email? info@torgit.com