
Insightly
Unify your sales, marketing, and project management into a single source of truth.
The #1 AI CRM, uniting apps, data, and agents to drive customer success.

Salesforce Agentforce is an AI-powered CRM platform designed to transform sales, service, commerce, marketing, and IT operations. It unites applications, data, and agents on a single trusted platform, allowing departments to drive customer success. Agentforce leverages AI for autonomous case resolution, increased marketing pipeline, and higher lead conversion rates. It provides tools like Agent Wizard, Agent Builder, and Prompt Builder, enabling businesses to create customer-facing and employee-facing AI solutions. The platform offers flexible pricing models, including consumption-based (Flex Credits or Conversations) and per-user licensing, supporting diverse deployment strategies. Agentforce integrates predictive, generative, and agentic AI into workflows, facilitating faster value realization and scalability with built-in trust and governance features.
Salesforce Agentforce is an AI-powered CRM platform designed to transform sales, service, commerce, marketing, and IT operations.
Explore all tools that specialize in autonomous case resolution. This domain focus ensures Salesforce Agentforce delivers optimized results for this specific requirement.
Explore all tools that specialize in data and application unification. This domain focus ensures Salesforce Agentforce delivers optimized results for this specific requirement.
Explore all tools that specialize in agent wizard and builder tools. This domain focus ensures Salesforce Agentforce delivers optimized results for this specific requirement.
AI-powered system that automatically resolves customer service cases without human intervention by using machine learning models trained on historical case data and knowledge base articles.
Uses machine learning algorithms to analyze lead data and predict the likelihood of conversion based on various factors such as demographics, behavior, and engagement metrics.
Leverages collaborative filtering and machine learning to provide personalized product and service recommendations to customers based on their past behavior, preferences, and purchase history.
Enables AI agents to understand and respond to customer inquiries in natural language, facilitating seamless and intuitive interactions across various channels such as chat, email, and voice.
Digital Wallet to track Agentforce usage.
A low-code/no-code tool for designing and deploying AI agents using a visual interface.
1. Set up Salesforce CRM instance.
2. Configure Agentforce settings in Salesforce Setup.
3. Integrate data sources using Salesforce Data Cloud.
4. Create and configure AI agents using Agent Builder.
5. Define actions and workflows using Prompt Builder.
6. Train AI models with relevant datasets.
7. Deploy agents across relevant channels (e.g., Sales Cloud, Service Cloud).
8. Monitor performance and optimize agent configurations.
All Set
Ready to go
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"Customers appreciate Agentforce's AI capabilities, seamless integration with Salesforce products, and improved customer service efficiency."
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Unify your sales, marketing, and project management into a single source of truth.
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