Salesforce Agentforce deployment
AI agents deployed inside your Salesforce org to handle tier-1 customer service, lead qualification, and case deflection without increasing headcount. Includes the architecture, trust configuration, compliance controls, and production rollout plan enterprise IT requires.
- Permission set architecture and profile assignment
- Trust layer setup and PII guardrails
- AI agent prompt engineering and testing
- Licensing analysis and conversation volume cost forecast
- Production rollout with staged cutover and rollback procedures
- Documentation and Loom walkthrough at handoff
A B2B services firm with 25–200 Salesforce seats wants to deflect tier-1 support volume and accelerate lead qualification without adding staff. One agent handles inbound case triage. A second pre-qualifies leads before an AE touches them.