→ KA will spend 2-3 hours of time on discovery calls with you to understand your current Salesforce landscape and either fully detail out the Agentforce use case you have in mind or help you determine the best use case to deploy an Agent for initial value.
→ KA will put together the requirements and process flow based on these sessions.
→ Implementation and Activation of a single Agent based on specified use case.
→ Enable and Provide User Access
→ Manage and Configure Settings.
→ Setup of 3 additional custom actions for your business use case:
Create custom actions using flow, prompt templates or Apex
Add custom actions to the Agent Builder
→ KA will spend up to 2 hours on calls guiding your team through User Acceptance Testing for the Agent.
→ KA will spend up to 2 hours of calls Training the team on how to utilize the Agent.
→ KA will provide a clean recording of the Training so it can be utilized for follow up and new employees.
Our client in the Construction Industry, a Texas-based homebuilder, faced several operational challenges as they sought to modernize their Marketing and Sales operations while improving collaboration across their teams.
To address these challenges, Kelley Austin implemented an extensive solution leveraging Salesforce Sales Cloud, Marketing Cloud Account Engagement (formerly Pardot), MuleSoft, and. By tackling their operational inefficiencies head-on and implementing an integrated, future-ready platform, our client has not only resolved longstanding challenges but also unlocked new opportunities for innovation and growth.
Whether you need to qualify prospects, curate responses, or stay on top of your pipeline, our Agentforce Quickstart is designed to help you identify an Agent use case to help you achieve your business goals.
Kelley Austin will identify key areas of opportunity where your business may benefit from an Agent, as well as suggest enhancements to existing automation in your Salesforce org. Our Agentforce Quickstart includes the Implementation and Activation of a single Agent based on specified use case.
Not sure where to start when it comes to AI? Our Salesforce AI & Data Assessment provides tailored recommendations to guide your Salesforce + AI strategy for Sales Cloud, Service Cloud, and any operational processes where you could benefit from using AI.
We'll help you identify the right tools, from Einstein Lead Scoring to Chatbots to Agents, so you can seamlessly integrate AI into your business.
Our Case Deflection Score Assessment evaluates the effectiveness of your customer support system by measuring the rate at which customer queries are resolved without human intervention.
The assessment will provide actionable insights on how you can enhance self-service capabilities and reduce operational costs with Salesforce AI and automation features for customer service.
After implementation, you need to have the right resources to support your team and any needed changes/enhancements.
We provide dedicated resources for set hours per week based on your needs.
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Agentforce (formerly Einstein Copilot) allows organizations to build, customize, and deploy their own Agents quickly and easily, with low-code tools. Unlike other copilots and chatbots that require human requests, Agentforce Agents operate autonomously and can complete tasks without human intervention by using real-time data to adapt to changing conditions.
These AI agents operate independently within your organization’s customized guardrails so you can ensure that tasks and customer interactions are completed accurately, securely, and in alignment with your business processes. Agents can complete tasks such as resolving customer service cases, qualifying sales leads, assisting you with your marketing campaigns, and much more.
Agentforce is essentially a rebranding of Einstein Copilot, but with expanded functionality. Unlike other copilots and chatbots that depend on human input and often falter with complex or multi-step tasks, Agentforce brings a new level of sophistication. It operates autonomously, retrieving the right data on demand, creating action plans for any task, and executing those plans seamlessly — without the need for human intervention.
Learn MoreBuilding an effective Agentforce Agent or "bot" requires more than just technical know-how — it demands a strategic approach that balances creativity and practical AI deployment. While AI has made impressive strides in understanding and responding to conversations, it still faces challenges in ensuring interactions are relevant and meaningful. This makes it crucial to work with a skilled partner that understands both the nuances of AI and the specific needs of your business.
As a Salesforce Summit Partner, we bring deep expertise in identifying where AI Agents can deliver the most value. Our team will work with you to uncover areas in your customer service, sales, or operations where an Agent can streamline processes, enhance user experiences, and drive results. We’ll also assess your current Salesforce automation and offer suggestions for optimizing and expanding it to ensure your business is fully leveraging the capabilities of AI. We’re here to guide you every step of the way, ensuring your Salesforce AI strategy is not just functional, but a strategic tool for growth.
Not every company is the same, which is why our Managed Services offerings are tailored to fit the unique needs of your business. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.
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