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Salesforce agents

Agentforce ✓

Build AI agents to support employees and customers 24/7.

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Agent API Salesforce Integration
More categories (4)
AI Agents AI Assistance Customer Support Salesforce agents
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from $25/mo

Verdict

A quick read before you dig into the full page.

Best if
Build AI agents to support employees and customers 24/7
Skip if
Potentially complex to configure
Pick this when
Salesforce integration

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Overview

Agentforce is a sophisticated AI application designed to allow the creation and customization of autonomous AI agents to offer round-the-clock assistance to employees and customers.

It fully integrates with the Salesforce ecosystem, providing organizations with a dynamic labor platform for business processes. With Agentforce, businesses can embed agentic AI into applications, workflows, or processes, enabling dynamic reasoning, decision making, and action orchestration.

It also offers API, Flow, MuleSoft and native integrations with services such as Slack, Salesforce Lightning, and Salesforce Mobile. Agentforce's comprehensive functionality includes low-code and pro-code developer tools for building, testing, and supervising the AI agent configurations, with features to run evaluations at scale and understand the AI's interaction performance in real scenarios.Additionally, Agentforce includes a marketplace, AgentExchange, that gives access to the wide-ranging network of partner-built Agentforce functionality and innovations.

It offers pre-packaged actions, topics, and templates, and supports integration of partner business applications into Agentforce configurations.The AI solution is designed to be proactive and autonomous, providing specialized, continuous support tailored to the needs of employees or customers.

Its functionality covers various roles, incorporates trusted data for context, enables pre-defined actions based on triggers or instructions, and sets guardrails limiting the agent's operations.

It can perform tasks across different channels like web, mobile, and other productivity applications like Slack or WhatsApp.

Agentforce website

Access & connections

Where you can use Agentforce, and what it plugs into.

Platforms

Web

Integrations

Salesforce WhatsApp Slack

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • API
  • Tabular

Output

  • API
  • Text

Pros & cons

Pros

  • Salesforce integration
  • Dynamic labor platform
  • Autonomous operations
  • Predefined actions
  • Low-code developer tools
  • Pro-code developer tools
  • Performance evaluations
  • AgentExchange marketplace
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  • Task execution across channels
  • Multi-platform integration
  • Customizable agents
  • Real interaction performance metrics
  • Integration of partner applications
  • Specialized support
  • Task execution guardrails
  • Flow Integration
  • MuleSoft Integration
  • Slack Integration
  • Agentforce Developer Tools
  • Slack HUB for Agentforce
  • Atlas Reasoning Engine
  • Trusted Data Harnessing
  • Action Orchestration
  • 24/7 employee assistance
  • 24/7 customer support
  • Workflow Automation
  • Real-world testing capabilities
  • Task automation
  • Advanced decision making
  • Dynamic reasoning
  • Integration of business applications
  • Continuous support
  • Task execution guardrails
  • WhatsApp integration
  • Agentforce Testing Center
  • AgentBlazer Community
  • Complementary ROI calculator
  • Guardrail Defining
  • AgentExchange templates
  • Guided Learning on Trailhead
  • Integration with Salesforce Mobile
  • Salesforce Lightning Integration
  • Smoother task handoff

Cons

  • Dependent on Salesforce ecosystem
  • Potentially complex to configure
  • Dependent on AgentExchange marketplace
  • Lack of platform interoperability
  • May require pro-code development
  • Reliant on multiple integrations
  • Limited to predefined actions
  • Guardrails may limit flexibility
Show 2 more
  • Not suitable for non-tech users
  • Public Slack data usage

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Releases 1

Initial release September 1, 2024 Current
Initial release of Agentforce.

FAQ 12

What functionalities does Agentforce offer?
Agentforce offers the functionality of creating and customizing autonomous AI agents to assist employees and customers continuously. It integrates with the Salesforce ecosystem for the seamless operation of business processes. The AI solution allows embedding of AI into applications, workflows, or processes, thereby providing dynamic reasoning, decision making, and action orchestration. The platform comes equipped with low-code and pro-code developer tools to build, test, and supervise AI agents. Agentforce includes a marketplace, AgentExchange, that provides access to a wide range of partner-built functionalities and innovations. Pre-packaged actions, topics, and templates are on offer, along with the capability to integrate partner business applications into Agentforce configurations.
How does Agentforce integrate with the Salesforce ecosystem?
Agentforce offers extensive integration capabilities with the Salesforce ecosystem. This includes native integrations with Salesforce Lightning and Salesforce Mobile. The platform allows organizations to become a dynamic labor platform rooting for Salesforce for their business processes. Data from Salesforce can provide the necessary context for Agentforce agents to work, enabling better decision making and task execution.
How can Agentforce be customized for business processes?
Agentforce allows businesses to customize AI agents for their unique business processes. These AI agents can be embedded into applications, workflows, or processes, granting them the ability to carry out dynamic reasoning, decision making, and action orchestration. With the included low-code and pro-code developer tools, businesses can build, test, and supervise these AI agent configurations to meet their specific needs.
Can Agentforce embed AI into applications, workflows, or processes?
Yes, Agentforce allows businesses to embed AI into applications, workflows, or processes. This allows these AI agents to perform dynamic reasoning, decision-making, and action orchestration, serving to enhance their effectiveness in assisting employees and customers in various contexts.
What developer tools does Agentforce provide for building and testing AI agents?
Agentforce provides extensive developer tools that accommodate both low-code and pro-code development approaches. These tools allow developers to build, test, and supervise the AI agent configurations. Features are available to conduct evaluations at scale and understand the AI's interaction performance in real scenarios. It also allows pro-code developers to build and test agents directly from the Command Line Interface (CLI) using Application Programming Interfaces (APIs).
What is AgentExchange and what role does it play in Agentforce?
AgentExchange is essentially a marketplace included in the Agentforce platform. It provides access to a wide-ranging network of partner-built Agentforce functionality and innovations. Customers can easily discover and enable pre-packaged Agentforce actions, topics, and templates available on AgentExchange. It also supports the integration of partner business applications into Agentforce configurations, thereby enhancing the scope of functionality that Agentforce can offer.
How does Agentforce provide continuous support for employees and customers?
Agentforce provides continuous support to employees and customers through its proactive and autonomous AI agents. These agents offer specialized, always-on support tailored to the specific needs of users. The AI agents leverage trusted data to perform tasks according to their particular roles, following predefined actions based on triggers or instructions. They can operate across different channels and applications, ensuring uninterrupted assistance regardless of the user's platform of choice.
What roles can Agentforce perform and how is this configured?
Agentforce can be equipped with necessary business knowledge to perform tasks according to its specific role, which can be tailored according to need. Agentforce's functionality covers various roles, including customer service, sales development, sales coaching, personal shopping, campaigning, and others like healthcare, banking, retail, operations, analytics, IT, and finance based on the configured tasks.
How does Agentforce incorporate trusted data for context?
Trusted data in Agentforce refers to the information the agent needs to carry out its role. This data, which can include company knowledge articles, CRM data, external data via Data Cloud, and public websites, provides the necessary context for the agent's working and decision-making processes. By incorporating trusted data, Agentforce agents can operate more effectively and deliver higher quality results.
How are actions predefined in Agentforce?
Agentforce enables defined actions based on triggers or instructions. These actions are the predefined tasks an agent can execute to do its job, like running a flow, prompting a template, or executing Apex. These steps allow Agentforce to swiftly and accurately resolve cases or inquiries and make personal recommendations.
What restrictions can be set on Agentforce's operations?
Guardrails in Agentforce define what the agent can and cannot do. They can range from natural language instructions to escalate to a human to formal constraints arising from built-in security features in the Einstein Trust Layer. These guardrails ensure that the operations of the agents are reliably within permitted limits.
What platforms and applications can Agentforce work on?
Agentforce is versatile when it comes to the platforms and applications it can work on. It is effective across different channels like web, mobile, and productivity applications such as Slack and WhatsApp. This wide-ranging compatibility means that Agentforce can provide assistance to employees and customers on virtually any platform they choose to use.
Agentforce from $25/mo
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