We’ll keep it simple, visual, and action-oriented, so whether you're a product owner, Salesforce admin, or innovation lead, you’ll walk away knowing how to get started today.
Let’s break it down:
Most AI tools today respond to prompts or automate simple tasks. Agentic AI goes further. It enables agents that can reason, plan, act, and adapt. Think of it as AI with initiative.
In the context of Salesforce, Agentforce is the platform that brings agentic AI to life. It’s designed to help you build intelligent agents that work across systems, automate decision-making, interact naturally with users, and continuously learn and improve. Whether you're integrating with CRM data, streamlining workflows, or creating personalized user experiences, Agentforce equips your business with the tools to make AI truly adaptive and collaborative.
You’re not just building a bot. You’re deploying a digital coworker that knows what to do and when to escalate.
Whether you're building a finance assistant, HR onboarding agent, or field service bot, the setup process stays the same.
You’re ready to go. Here’s how it works in 8 clear steps:
STEP
1
Decide what business process you want to automate—customer support, order tracking, policy management, lead routing, etc.
STEP
2
Log in to your Salesforce org with Agentforce enabled. Choose whether you’ll start with a prebuilt agent or create from scratch.
STEP
3
Drag and drop decision flows. Add tasks like “check CRM,” “send alert,” or “update case.” Customize how your agent handles queries and escalates when needed.
STEP
4
Use historical data, chat transcripts, or structured inputs to fine-tune how the agent interprets intent and responds.
STEP
5
Create dynamic prompts to guide the agent’s language. Tailor tone and context based on user personas.
STEP
6
Connect to Salesforce objects, external APIs, knowledge bases, or CRMs. Agents can retrieve data, trigger actions, or update records in real time.
STEP
7
Use built-in test environments to run simulations. See how the agent handles edge cases, ambiguous queries, or unexpected inputs.
STEP
8
Push your agent live. Use dashboards to monitor interactions, handoffs, time-to-resolution, and performance insights.
Each AI agent built in Agentforce runs on a stack of intelligent components. Here’s what makes it work:
Metadata
Data Cloud
Models
Prompt Builder
Trust Layer
Action Framework
This architecture makes your agents smarter, safer, and more business-aware from day one.
Here’s what’s possible:
Handle queries, triage tickets, pull past orders, and escalate complex cases.
Suggest next best actions, qualify leads, and log CRM updates instantly.
Screen candidates, answer policy questions, or automate onboarding flows.
Reconcile invoices, track payments, flag anomalies.
Provide troubleshooting steps, log tickets, and monitor incident resolution.
Analyze campaign data, personalize content, or answer product questions.
Flag policy violations, document decisions, and help navigate regulations.
You can build one agent, or a whole mesh of them—each designed for a specific process or team.
Building an AI agent isn’t a one-time project; it’s an ongoing investment in long-term autonomy. To keep it effective, you need to plan for growth, change, and learning.
Successful deployment requires an integrated technological infrastructure for agents to access up-to-date data and perform effectively. Rialtes Can Help You Launch Agentic AI in Salesforce.
If you want help building an AI agent, or even a full network of digital coworkers, Rialtes can support you at every step. We work with Salesforce platforms to deliver AI agents tailored to your goals. Whether you're in manufacturing, healthcare, the public sector, or financial services, we’ve done it.
Let’s talk about how Agentforce can power your next AI move.
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