Let’s be honest — your sales team didn’t sign up for Salesforce so they could spend half their day clicking through tabs or chasing down reports. They want to sell. They want to win.

That’s why we built Agentforce — a smart, no-nonsense AI assistant that lives inside Salesforce and actually helps revenue teams get work done.

At Revenue Ops, we spend a lot of time deep in CRM trenches, building systems for sales, marketing, and success teams. Again and again, we saw the same problem: teams drowning in data, stuck in broken workflows, and relying on RevOps to play human middleware.

Agentforce fixes that. It’s your always-on RevOps teammate — ready to answer questions, run processes, and keep things moving without the ping-pong of tickets, emails, or Slack threads.

So What Can Agentforce Actually Do?

Agentforce connects directly to your Salesforce data and responds to plain-English prompts like:

• “How many open opps are stuck this quarter?”
• “Who owns this account and when did we last talk to them?”
• “What’s our onboarding fee for mid-market customers?”
• “Create a quote for ACME with our standard package.”

It can look up records, summarize activity, suggest next steps, even launch flows. Think of it as ChatGPT — but wired into your Salesforce instance, trained on your data model, and built for your real-life GTM processes.

It’s Not Just Another Bot

There are plenty of AI plugins out there. Some are flashy. Some are confusing. Most aren’t built for Salesforce — and very few understand your specific setup.

Agentforce is different. It’s fully embedded in your Salesforce org, uses your logic, respects your permission sets, and works the way you do. That means:

✅ Your data never leaves Salesforce
✅ It adapts to your objects, fields, and flows
✅ No weird integrations or security risks
✅ No generic advice — just actual answers

We built it with a combination of Apex, Flows, and OpenAI models — plus some smart LWC interfaces and Slack hooks. It’s powerful, but lean. Like a really good RevOps hire who never takes PTO.

Here’s How Real Teams Are Using It

Some examples from the wild:

• A BDR asks Agentforce for a list of dormant accounts with open tasks
• An AE gets help pricing a quote based on customer segment + budget
• Sales leadership pulls weekly pipeline summaries without logging in
• CS reps check contract terms or renewal dates mid-call
• Marketing gets alerts when high-intent leads hit key scoring thresholds

And yes, it even works in Experience Cloud portals if you want to give partners or reps limited access to key insights.

How to Get Agentforce in Your Salesforce Org

We offer two tracks:

• Agentforce Foundations: A quick-start package to get the core assistant up and running in your sandbox
• Custom Agentforce Build: For teams who want something more tailored — multiple flows, quote logic, Slack alerts, integrations, the works

Either way, we’ll build it, test it, train your team, and hand over the keys. It’s your agent. We just help get it out of your head and into your org.

Curious? Let’s talk.

Final Thought: This Is What RevOps Should Feel Like

Agentforce doesn’t replace humans. It removes the manual busywork that slows them down. It’s the missing layer between your tools and your team — one that’s fast, helpful, and always on.

You already bought Salesforce. Now let’s make it feel smarter.