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Agentforce

Salesforce's AI agents: they qualify leads, answer customers and act in the CRM — inside the Trust Layer's guardrails.

FOCUS · AI THAT WORKSNot a chatbot that chats: an agent that resolves, executes and hands over when needed
YoctoIT material for clients and partners · Salesforce, Agentforce, Tableau, Slack and the other products mentioned are trademarks of Salesforce, Inc.
01 · What it is

Agentforce, made clear.

Agentforce puts autonomous AI agents to work: they answer customers on the website and on WhatsApp, qualify leads, update records and open actions in the CRM — grounded on Data Cloud data, limited by defined topics and actions, supervised by the Trust Layer. And when the conversation exceeds the mandate, they hand over to a human with the full context.

Agentic
it doesn't just answer: it executes actions in the CRM, within the permissions
Grounded
the answers from YOUR data and knowledge: Data Cloud underneath
Handoff
the handover to the operator with the whole conversation: the customer never repeats
Agentforce
OFFICIAL SALESFORCE BRANDING · AGENTFORCE
INTERFACCIA REALE · AGENTE AGENTFORCE · FONTE: SALESFORCE NEWSROOM
REAL INTERFACE · AGENTFORCE AGENT · SOURCE: SALESFORCE NEWSROOM
02 · How to use it well

The things that make the difference.

The anatomy of the agent

Customers and employeeschat, portal, WhatsApp, internal
Topics & instructions
Actions (Flow/Apex)
Knowledge & Data Cloud
mandate · capabilities · context
Trust Layerguardrails, masking, audit
Escalation to the humanthe service behind, always
Autonomous yes, abandoned never

The narrow mandate first

You start from a closed domain (orders, returns, FAQs) and widen with results: trust is built.

Actions with approval

Risky actions pass through a human: autonomy calibrated on the possible damage.

Curated knowledge

The agent is worth the knowledge it reads: content maintenance is part of the service.

Continuous measurement

Resolution rate, escalations and CSAT: the agent is managed like a team member.

03 · In depth

AI agents: topics, actions and guardrails

Agentforce builds agents that act: topics delimit the domain, instructions guide the behavior, actions (Flow, Apex, prompt templates, MuleSoft APIs) execute; the Atlas Reasoning Engine plans multi-step with grounding on Data Cloud and knowledge; the Einstein Trust Layer masks PII, applies policies and keeps the audit trail; the Testing Center evaluates agents on datasets before release; pricing is per conversation/action.

  • Topic & instruction — the agent's perimeter declared: it does that, nothing else
  • Action — Flow and Apex as the agent's hands: AI that executes, not just answers
  • Atlas reasoning — multi-step planning with grounding: the answer built on your data
  • Trust Layer — PII masked, zero retention, audit: AI defensible in front of the DPO
  • Testing Center — agents evaluated on test cases: the release with numbers
  • Human handoff — the smooth escalation to the operator with the full context
04 · Numbers and lifecycle

The numbers that matter.

24/7
the agent on duty: the night queue disappears
0
prompt retention: guaranteed by the Trust Layer
multi
step: it plans and executes, it doesn't just chat
$/conv
consumption pricing: the business case gets measured
Agents are engineered: topics, actions and tests built by us — AI that works, with the right guardrails.
05 · Use cases

Where it really pays off.

24/7 service

Night requests resolved, not parked.

Lead qualification

Every completed form receives an immediate, intelligent follow-up.

Internal support

HR and IT: repetitive questions removed from the queues.

The AI agent is the new digital hire: we train it, we limit it and we measure it.