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Agentforce for Marketing Cloud: A Smarter Way to Work

If you’re in Marketing Ops, you’ve probably been asked questions like:

“Hey, how did that email perform last week?”
“Did any of those leads from the webinar convert yet?”
“Can you pull a list of people who clicked but didn’t fill out the form?”

And let’s be honest — answering those questions should be simple. But if you’re working in Marketing Cloud, it often means hopping between tabs, digging through data extensions, maybe writing SQL, and hoping your dashboards are up to date.

That’s why we use Agentforce.

So, what is Agentforce — and why should marketers care?

Agentforce is our Salesforce-native AI assistant, designed to make your data talk back. It’s not another reporting tool. It’s not a chatbot gimmick. It’s more like a teammate who actually knows your stack.

And now we’ve wired it into Marketing Cloud.

You can ask Agentforce questions in plain English — and it’ll return real-time answers from both Salesforce and Marketing Cloud. No logins. No pivot tables. No SQL headaches.

Here’s how marketers are already using Agentforce

These are real examples from projects we’ve done:

“Which email had the highest unsubscribe rate last month?”
Agentforce looks at the Send + Unsubscribe data views and gives you a quick answer. No export, no spreadsheet.

“How many leads from last week’s event turned into opps?”
It pulls engagement data from Marketing Cloud, ties it to Salesforce Leads, and checks for Opportunity conversion. All in one place.

“Give me everyone who clicked the CTA in our last email but didn’t convert.”
Agentforce cross-references click activity with deal stages so you can retarget intelligently.

“Alert me if bounce rate jumps over 5%.”
We’ve built proactive Slack alerts using Flow + Agentforce so you don’t have to wait for monthly dashboards.

Why not just use Salesforce dashboards or Marketing Cloud Intelligence?

Good question.

You totally can — and in some cases, you should. But sometimes you just need a quick answer, not a whole report. Agentforce is for those moments when you’re on a call, in a Slack thread, or about to build a journey and need fast clarity.

Also: Marketing Cloud data isn’t always easy to surface, especially for non-technical users. Agentforce makes it approachable.

Okay, but how does it actually work?

Under the hood, Agentforce connects to:

  • Salesforce Data Extensions & Data Views
  • Marketing Cloud Connect
  • AMPscript/SSJS for specific queries
  • Slack + Flow for alerts and actions

It runs inside your Salesforce org, respects your permission sets, and can even trigger automations.

You don’t need to write a single line of code — just ask a question like “How many people clicked the welcome email this week?” and it’ll fetch the answer.

Want to try it?

If you’re using Marketing Cloud and Sales Cloud (or even just thinking about it), we can help you pilot Agentforce in your own org.

You can start simple — something like “unsubscribe rate alerts” — or go all-in with lead conversion tracking, campaign engagement summaries, even segment suggestions for Journey Builder.

We offer a couple of options depending on what you need:

  • Quickstart Setup – For teams who want to test it out fast
  • Custom Build – If you have specific use cases or complex data models

Reach out and we’ll show you what it can do.

Final thought: Marketing deserves better tools

Sales has their automation tools. CS has bots. But marketing teams are still pulling spreadsheets and refreshing dashboards like it’s 2012.

Agentforce gives you instant access to your own data — across clouds, across tools — without the noise. It helps you move faster, act smarter, and spend less time staring at a report that doesn’t load.

Let’s build a smarter assistant for your marketing team. You deserve one.

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