Data the agent can’t trust
Duplicate accounts, empty fields and stale records. An agent grounded on bad data gives confident wrong answers.
Agentforce
Agentforce readiness: fix the foundations, then ship one use case that pays back.
Most Agentforce pilots stall because of the org underneath them: messy data, broad permissions, missing knowledge and undocumented processes. We fix those first, then deliver a use case with a metric attached.
The problem
Why Agentforce pilots don’t make it to production.
Permissions that are too wide
Agents act with the access they are given. Years of permission creep become a real risk once an agent can read and update records.
No clear use case or metric
A demo impresses, but without a target like handle time or deflection rate, nobody can justify rolling it out.
Our approach
From readiness to a live agent.
- 1
Readiness check
Data quality, permissions, knowledge articles and process documentation for the target use case.
- 2
Pick the use case
One high-volume, low-risk use case with a baseline metric, such as case triage or order status.
- 3
Build
Topics, actions, guardrails and grounding, built and tested in a sandbox with real scenarios.
- 4
Launch and measure
Controlled rollout, monitoring, and a report against the baseline metric after 30 days.
What you get
What you get.
A readiness report you can act on even if you decide not to proceed, and a scoped plan for the first use case if you do.
A good fit if
- You use Service Cloud or Sales Cloud and want to try Agentforce
- A pilot was demoed but never went live
- Leadership wants an AI result, not another proof of concept
- Agentforce readiness score for data, permissions, knowledge and process
- Prioritised fixes needed before go-live
- Use case shortlist ranked by value and risk
- Built and tested agent for the chosen use case
- Guardrails, permissions and monitoring set up
- 30-day outcome report against the baseline metric
Talk to a Salesforce master
Tell us the Agentforce use case you have in mind.
We’ll tell you whether your org is ready, what to fix first, and how we’d measure the result.
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Do we need Data Cloud to use Agentforce?
It depends on the use case and your Salesforce edition and licensing. We confirm what you already have and what a given use case actually needs before you buy anything.
What is a good first Agentforce use case?
Something high-volume, repetitive and low-risk where you already measure the outcome, such as case classification and routing, order status, or meeting preparation for sales.
How do you keep the agent from doing something it shouldn’t?
Least-privilege permissions for the agent user, clear topic boundaries and instructions, and testing against edge cases before launch, followed by monitoring after it.