Salesforce Agentforce
Services

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What is Salesforce Agentforce ?

Salesforce Agentforce is an AI-native contact center solution built on the Salesforce platform. It combines Einstein AI, Data Cloud, and Service Cloud to enable companies to deploy smart, automated agents that assist or work alongside human agents—helping businesses deliver faster, more personalized, and cost-effective customer service.

Ideal For

Get started with Salesforce Agentforce for Retail (order inquiries), Telecom (service issues), Healthcare (patient support), Finance (account servicing), and more.

AI-Powered Agents: Automate common customer service tasks using natural language.

Real-Time Insights: Access unified customer data and context from Data Cloud.

Einstein Copilot: Provides real-time suggestions and summaries to boost agent productivity.

Omnichannel Support: Seamless handling of chats, calls, emails, and social media.

Who Benefits Most from Salesforce Agentforce

✅ Customer Support Teams – Boost efficiency with AI copilots and automation for faster resolutions.

✅ Service-Heavy Industries – Retail, Telecom, Healthcare, Finance by reduced support costs & better CX.

✅ Organizations with High Ticket Volume – Automate repetitive queries & scale supportwith virtual agents.

What We Offer

Agentforce in Action: Intelligent Support Solutions, Scalable & AI-Driven

Telecom

Improve FCR (First Call Resolution) with AI-based call routing, automated ticketing, and proactive issue identification.

E-commerce

Leverage AI chatbots and agent assist tools to resolve customer queries faster, reduce cart abandonment, and increase satisfaction.

Healthcare

Offer personalized patient support, schedule follow-ups, and manage claims or lab result queries securely and efficiently.

Telecommunications

Banking & Financial Services: Enable secure customer verification, automate loan or service inquiries, and guide agents with real-time compliance prompts.

Travel & Hospitality

Automate booking support, manage cancellations and refunds, and provide multilingual AI support across platforms.

Utilities & Energy

Proactively notify customers of outages or service updates and assist with billing or usage inquiries using smart assistants.

Highlighted Salesforce Products

A robust ecosystem of tools designed to support every aspect of customer and business engagement.

Data Cloud (Salesforce Genie)

Real-time customer data platform that powers hyper-personalized experiences across every touchpoint.

Agentforce

AI-powered service platform for deploying autonomous agents to resolve customer issues faster and more accurately.

Tableau

Visual analytics platform to explore, understand, and act on data insights.

MuleSoft

Integration platform to connect apps, data, and devices using APIs for seamless workflows.

Slack

Team collaboration and messaging hub, now deeply integrated with Salesforce to streamline workflows and communication.

Heroku

Cloud platform to build, run, and scale customer apps in multiple languages.

Why Choose Salesforce Agentforce ?

AI-Powered Support – Deliver faster, smarter resolutions with Einstein Copilot and intelligent virtual agents.

360° Customer View – Access real-time insights through seamless integration with Data Cloud.

Omnichannel Engagement – Manage support across chat, voice, email, and more from one unified platform.

Scalable Automation – Reduce costs by automating repetitive tasks while improving agent productivity.

Industry-Tailored Use Cases – Designed for high-volume industries like retail, telecom, healthcare, and finance.

Reimagine Customer Service with AI

Deliver faster, smarter support with AI agents that work 24/7 to boost satisfaction and reduce costs

Salesforce Agentforce Implementation Services

Deploy intelligent contact center solutions powered by AI and automation.

End-to-End Setup

From strategy to go-live, we handle the full Agentforce rollout.

AI Agent Configuration

Build and train Einstein-powered agents for automated support.

Omnichannel Integration

Enable seamless interactions across chat, voice, email, and social.

Data Cloud Sync

Integrate real-time customer insights for personalized service.

Custom Workflows

Automate ticket routing, summaries, and post-case actions.

User Training & Support

Empower your team to work efficiently alongside AI agents.

Salesforce Agentforce Implementation Flow

A proven, step-by-step approach to ensure smooth deployment, adoption, and ROI.

1. Discovery & Planning

Identify business goals, support use cases, and key performance metrics Assess current service channels, data sources, and agent workflows

5. Omnichannel Enablement

Integrate chat, voice, email, and social platforms into a single console Customize agent UI and workflows

2. Solution Design

Define AI agent roles and escalation paths Map customer journeys and interaction points across channels

6. Testing & QA

Conduct user testing and performance validation Refine agent prompts, response flows, and fallback mechanisms

3. Data Cloud Integration

Connect and unify customer data for real-time context Enable identity resolution and build 360° customer profiles

7. Training & Go-Live

Train support staff to work with AI copilots Launch the system with monitoring and fallback support

4. AI Agent Setup

Configure Einstein Copilot and virtual agents Set up intent recognition, knowledge base access, and automation rules

8. Post-Go-Live Optimization

Analyze performance dashboards and AI insights Iterate to improve resolution rates, CSAT, and agent productivity

Our Engagement Model

We understand that no two Salesforce projects are the same. That’s why we offer flexible engagement models to ensure your requirements are met efficiently:

End-to-End Project Execution

End‑to‑end Salesforce implementation—from business goals to a live solution.

Team Augmentation

Boost your team with skilled Salesforce experts—developers, admins, and architects. They integrate seamlessly into your existing structure.

Project-Based Assistance

Need a Salesforce integration, custom app, or dashboard? We deliver precise, standalone solutions.

Our Engagement Process

We understand that no two Salesforce projects are the same. That’s why we offer flexible engagement models to ensure your requirements are met efficiently:

Step 1

Initial Consultation- We engage with you to understand your business processes, pain points, and goals.

Step 2

Requirement Documentation- Develop a comprehensive document outlining technical and functional requirements.

Step 3

Solution Proposal- Create a detailed Statement of Work (SOW) covering project scope, timeline, and deliverables.

Step 4

Implementation- Execute the agreed plan with agility, ensuring your project is delivered on time and within budget.

Step 5

Testing & Validation- Perform rigorous testing to ensure a seamless and reliable Salesforce solution.

Step 6

Ongoing Support & Maintenance- Provide continuous support to address your evolving business needs.

How Our Hiring Process Works

Our developers utilize top frameworks to create customized IT solutions for every industry

Share Your Requirements
What skills do you need?

Get Matched with Expert
We match vetted talent

Interview & Select
Get the perfect match

Launch Development
Developer locked in, starting work

Find Your Salesforce Agentforce Implementation Specialist

The roles of Agentforce Implementation Specialist, Agentforce Consultant, Agentforce Developer, Business Systems Consultant (with Agentforce expertise), and CRM Data Analyst focus on configuring, customizing, and integrating Agentforce with business systems to deliver actionable insights.

Junior-Level Salesforce AI Solution Architect

1 - 3 Years of Experience

Mid-Level Salesforce AI Solution Architect

4 - 6 Years of Experience

Senior-Level Salesforce AI Solution Architect

6+ Years of Experience

Salesforce Agentforce Implementation Packages

Effortlessly launch your AI-powered support center with Salesforce Agentforce implementation packages

*Disclaimer: Final pricing may vary based on project scope; all prices are in USD.

Have minimal requirements or are unsure what fits?

Need quick fixes or minor updates? Start with our 10-hour package.

Need a Custom Salesforce Package?

Not Sure What’s Right for You?

Talk to Our Experts to Find the Perfect Fit.

Why Choose Us

Discover the benefits of partnering with us for your business needs and growth.

Certified Salesforce Experts

Our team consists of experienced, certified Salesforce professionals with deep industry knowledge.

Flexible Hiring & Engagement Models

Choose from a variety of hiring models to match your project requirements.

Proven Track Record

We have successfully delivered Salesforce solutions for businesses across multiple industries.

Cost-Effective, Scalable Solutions

Our team provides expert advice tailored to your unique business challenges and goals.

24/7 Support

Reliable, round-the-clock Salesforce support to keep your business running smoothly. Remove the customized solution section.

Prepaid Salesforce Support Packages

All packages come with certified consultants and flexible hiring models (hourly or monthly).

Our Success Stories

We assist both new and emerging startups in developing MVPs, forming teams, and gaining access to cutting-edge technologies. From application creation to modernization and maintenance, our 360° enterprise solutions cover it all.

R Singh

“I’ve been working with CloudVandana team for over a year now and they’ve worked with us on a variety of projects – from data analysis to data migration, to administrative support, to custom enhancements. They were also quick to learn nonprofit models and Salesforce NPSP’s architecture. I am very pleased with their work, their responsiveness, and attention to detail. I look forward to working with CloudVandana on several of our upcoming projects!-“

Amanda

“Our office has been working with CloudVandana for our Salesforce custom projects, no matter how big or small, and their service has been wonderful! CloudVandana keeps in constant communication with us regarding the status of any open project and complete projects timely. They take the time to listen to our ideas and let us know the best possible way to implement them. CloudVandana has also gone above and beyond to help me when I have questions regarding workflows and other processes that I’ve implemented myself. I would highly recommend CloudVandana for any Salesforce customization. Thank you, CloudVandana Team for all of your hard work!”

Andrew

“I’ve been with CloudVandanaand his team for over 2 years. They have been instrumental in building and integrating our business processes and systems together. The dedication, communication, and support are top-notch. We meet almost weekly, changes are recorded accurately and tested well. In the rare opportunity where we’ve not got things right as a customer, they are always there to quickly amend the situation. Huge thanks to CloudVandana for helping make our company a bigger success.”

Frequently Asked Questions

We assist both new and emerging startups in developing MVPs, forming teams, and gaining access to cutting-edge technologies. From application creation to modernization and maintenance, our 360° enterprise solutions cover it all.

Start by identifying your goals—whether it’s better analytics, automation, integration, or customer engagement. Each product serves a specific function: Data Cloud for real-time customer profiles, MuleSoft for integrations, Slack for collaboration, etc. Our team can help map the right tools to your use cases.

 

Absolutely. Products like MuleSoft and Heroku are designed for seamless integrations, while Slack, Agentforce, and Tableau work natively with Salesforce CRM and each other.

 

 

Some tools like Heroku and MuleSoft may require developer input, but others like Slack and Tableau are user-friendly. We offer fully managed implementation and training support for all levels of users.

 

Salesforce products follow enterprise-grade security standards, including encryption, access control, and compliance (e.g., GDPR, HIPAA), making them safe for all industries, including healthcare and finance.

 

From retail and e-commerce (Data Cloud, Agentforce) to banking, healthcare, education, and manufacturing (MuleSoft, Tableau, Heroku)—these tools are industry-agnostic but can be customized to specific sector needs.

Smaller tools like Slack integration or Tableau dashboards can be implemented in days. More complex projects like MuleSoft integrations or Heroku apps may take a few weeks. We offer prepaid and custom packages to match your scope and budget.

 

Agentforce combines Service Cloud and AI to deliver smart, efficient customer service via chatbots, automation, and omnichannel tools.

 

Salesforce Reports are basic; Tableau provides advanced, interactive, multi-source analytics with deeper insights.

 

Yes. You can integrate and expose Salesforce data into mobile apps securely.

 

Yes, but you can manage licenses by user roles and access levels.

 

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