Picture this: your SDR team is ramping up outbound for the quarter. Marketing’s been driving traffic. Your product team just launched a new trial experience. There’s a ton of intent floating around — but no one’s quite sure who to follow up with.

You hear someone ask, “Do we know which companies have been on the site recently and don’t already have an opp?”

That’s when it hits you. You have that data… it’s just not easy to get to.

That’s exactly why we started combining Agentforce with Salesforce Data Cloud at Revenue Ops. Because having rich data is one thing — accessing it in a way that makes sense to your team is another.

The Problem with “Smart Data” That’s Hard to Use

Salesforce Data Cloud is a beast (in the best way). It gives you a unified view of your customers across every channel — website, CRM, product usage, ads, you name it. But once it’s all in there, the interface starts to feel like a data warehouse. Powerful? Absolutely. User-friendly? Not so much.

We were seeing clients do all the right things — setting up calculated insights, streaming web activity, syncing product signals — but then struggle to turn it into action.

That’s where Agentforce comes in.

Agentforce Makes Data Cloud Feel Like a Teammate

Instead of logging into five tabs and trying to remember where that “engagement score” lives, your team can just ask:

“Show me all accounts that visited our pricing page in the last 7 days, have over 100 employees, and don’t have an open opportunity.”

Agentforce understands the question, queries the right Data Cloud data behind the scenes, and gives you a clean, filtered list right inside Salesforce or Slack.

It’s like having a RevOps teammate who never sleeps — and knows your data model cold.

Here’s a Real Use Case We Built

One client wanted a better way to help SDRs prioritize outbound. Their marketing team was running webinars, paid campaigns, and nurturing trials — but sales didn’t have a clear signal on who was actually ready for a conversation.

So we:

• Pulled all intent signals (web visits, product usage, email engagement) into Data Cloud
• Created a calculated insight called “High Intent = 75+”
• Used Agentforce to let SDRs ask: “Which leads in my region have a high intent score and no open opportunities?”

Now, instead of sorting through cold lists or waiting for marketing to “send over leads,” they get a clean answer in seconds — and can take action on the spot.

It’s Not Just for Sales

We’ve also used Agentforce + Data Cloud for:

• Marketing: Asking which campaigns influenced the most pipeline last quarter
• Success: Finding accounts with low product activity before they churn
• Leadership: Getting real-time snapshots of engagement by segment
• RevOps: Spotting duplicate profiles across multiple tools

If the data’s in there, Agentforce can surface it.

How It All Works (No Jargon, Promise)

Here’s the non-technical version:

• Data Cloud brings all your customer signals together
• Agentforce gives your team a simple way to ask questions about that data
• It speaks your team’s language — not just “lead score” but “hot accounts,” “trial churn,” “no open opp,” etc.
• You get real-time answers, not reports that lag behind

It can even trigger follow-up flows, like Slack alerts, campaign activation, or lead routing.

Want to Try It?

If you already have Data Cloud, Agentforce plugs right in. If you’re just getting started, we’ll help you build the key insights first — then make them usable by your team.

Either way, the goal’s the same: give people answers without friction.

Reach out if you want a quick walkthrough or ideas on where to start.

Final Thought: This Is the Fun Part of RevOps

When data is messy, people avoid it. When data is smart and usable, people start to lean in.

Agentforce helps your team make faster, smarter decisions — using the tools you’ve already invested in.

And honestly? It’s pretty fun to watch it click.