Deploying Agentforce with Confidence: Intelligent Agents for Smart Workflows

Salesforce is the #1 CRM, leading the industry in sales, customer service, and marketing for over a decade. It’s the backbone of enterprise operations, helping businesses deliver consistent outcomes through intelligent workflow automation.

But here’s the insider truth: as you grow on Salesforce, your workflows get more tangled. New teams, new branches, new ways to win customers — all great, but also, all adding layers of complexity.

You’ve seen it. The deeper the workflow, the higher the demand on your people and processes. Left unchecked, these issues show up where it matters: missed opportunities, customer frustration, and disconnected teams.

Why settle? You don’t have to.

FROM SCRIPTS TO SMARTS: MEET INTELLIGENT AGENTS

Many enterprises rush to patch the pain with chatbots or copilots. But let’s be real — those solutions usually lack real context and adaptability. So why only scratch the surface when you can have intelligent agents like the Agentforce Service Agent or Sales Agent or even Marketing Agent, designed to deliver real results?

Far from just following scripts, they truly know your operations. Intelligent agents see roles, access the right data, and take decisive actions across systems, scaling right alongside you.

Agents

That’s where Agentforce inside Salesforce comes into play. Now you can build and scale enterprise AI agents that team up with your people to get results: smoother operations, sharper customer experiences, and real business outcomes. And you do it all inside the secure, unified, Salesforce environment.

Here are some examples of how Agentforce helps you tackle real-world challenges:

50% FASTER ORDER FULFILLMENT FOR AN INDUSTRIAL EQUIPMENT MANUFACTURER

An industrial equipment manufacturer was struggling to keep up with order fulfillment. Manual processes caused delays, poor shipping coordination led to missed deadlines. With SoftServe’s help, they implemented Agentforce’s Fulfillment Optimization Agent to automate order validation and optimize shipping routes. The agent also flagged potential delays and provided real-time tracking.

What changed:

70% FASTER BUSINESS TRIP PLANNING FOR A MEDICAL DEVICES COMPANY

Planning business trips used to be a headache for employees at a medical devices company. The process was slow and often out of sync with company policies. SoftServe stepped in to implement Agentforce’s Business Trip Coordinator, enabling employees to quickly plan trips using live accommodation and transfer suggestions, all while staying within budget and policy.

What changed:

40% SHORTER PROCUREMENT CYCLES FOR A CONSUMER ELECTRONICS MANUFACTURER

A consumer electronics manufacturer faced delays and risks in their procurement process. Manual purchase orders, poor supplier visibility, and global disruptions slowed them down. SoftServe worked with them to implement Agentforce’s Procurement Optimization Agent, automating POs, ranking suppliers by performance, and scanning for risks in real time. The agent also provided insights for better contract negotiations.

What changed:

• Procurement cycles were 40% shorter
• Supplier reliability improved by 25%
• Risks were reduced with early disruption alerts
• Costs dropped with smarter supplier selection

MAKING AGENTFORCE WORK FOR YOU

With this much power agents bring to enterprises, a successful Agentforce implementation into your Salesforce environment can feel like an uphill battle. You need to protect customer data, streamline workflows, and onboard teams — all with minimal disruption.

As a Salesforce Crest Partner, we’ve helped businesses like yours get the most out of Agentforce.  From automating orders to fixing procurement headaches, we know how to make it work, whether it’s greenfield implementations or tackling complex automations, integrations, and custom builds.

Here’s what we bring:

CREATING YOUR AGENT: FROM PLANNING TO DEPLOYMENT

Before diving in, always assess if an agent is truly the right solution — SoftServe will help you with that. Then consider these key factors to guide its creation:

1. Role

• Purpose: What task will it solve?
• Audience: Who will use it—customers, employees, or partners?
• Success: How will you measure its effectiveness?

2. Data

• Access: What data does the agent need, and is it available?
• Quality:  Is the data reliable and accurate?
• Memory: Does the agent need to remember session-specific information?

3. Actions

• Capabilities: What specific tasks or actions should the agent perform?
• Tools: Will it handle scheduling, search, or transactions?
• APIs:  Does it need to call external APIs to function?

4. Channels

• Location: Where will the agent operate
• Features: Will it use images, buttons, or rich text?
• Input: Will it handle voice commands or attachments?

Creating effective agents moves from discovery and design to integration, AI-driven intelligence, and continuous improvement for lasting success.

Your Path to Building and Launching Agents

TAKE THE FIRST STEP WITH AGENTFORCE AND SOFTSERVE

Curious what Agentforce could do for you? If it seems like a fit, or if you’re unsure where to begin, let’s talk. We’ll help you decide if Agentforce is the right move — and, if it is, make sure you’re set up to win from day one.

Reach out to learn more and start your Agentforce-enabled success story.