Get Started with Agentforce: Costs, Process, and Quickstart Packages Comparison

May 15, 2025
20 min

Imagine waking up to a day where the tools you use simplify your work rather than complicate it. That’s the promise behind Salesforce Agentforce.

Salesforce revolutionized the AI landscape with Agentforce’s general availability in October 2024. With Agentforce platform, companies like Healthrow Airport, Indeed, and SharkNinja can provide faster service, cutting call times by up to 40% with an accuracy rate in the 90%.

It’s not about flashy marketing or buried features; it’s about real, usable efficiency that meets you where you are.

In this blog post, we’ll cover the following topics:

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What is Agentforce?

Agentforce is a Salesforce-powered agentic AI platform that empowers organizations to:

  • build,
  • customize,
  • deploy autonomous AI agents.
Agentforce Platform Ecosystem | Ascendix

Salesforce Agentforce Platform Ecosystem | Source: Salesforce

Users can configure pre-built agents or create their own using Salesforce tools like:

  • Flows for data modification or complex workflows (e.g., updating opportunity stages based on conditions).
  • Prompt Templates for natural language tasks (e.g., generate email drafts or customer responses).
  • Apex that you can use this as an alternative to flows for advanced customizations.

Additionally, Agentforce platform provides dynamic, reliable, and data-driven solutions that meet evolving business needs with features like:

  • Robust security via Einstein Trust Layer.
  • The Atlas Reasoning Engine.
  • Data processing capabilities.

What is the Einstein Trust Layer?

The Einstein Trust Layer protects Agentforce as its security backbone. It acts as a secure bridge between users and large language models (LLMs).

The Salesforce Einstein Trust Layer

The Einstein Trust Layer | Source: Salesforce

This strong set of features and guardrails protects your data and gives high-quality AI results.

The Einstein Trust Layer uses several security mechanisms:

  • Data Masking: The system spots and masks personally identifiable information (PII) when you submit a prompt. This happens before your data leaves Salesforce.
  • Dynamic Grounding: Your prompts become more relevant through client-side or server-side grounding. This improves accuracy while keeping security intact.
  • Zero Data Retention: Your customer data stays within Salesforce. Third-party model providers never store any information.
  • Toxicity Detection: The system reviews responses for harmful content before delivery.

The Einstein Trust Layer keeps data private yet allows agents to provide individual-specific assistance. Your organization controls how prompt inputs and outputs are created. Automated audit trails make compliance easier at scale.

What is Atlas Reasoning Engine?

Atlas Reasoning Engine works as Agentforce’s brain. It powers the decision-making that sets these agents apart from standard automation.

What is Atlas Reasoning Engine

Atlas Reasoning Engine Explained | Source: Salesforce

This advanced system helps AI agents think, reason, plan, and precisely arrange tasks.

The reasoning follows these steps:

  1. Query Evaluation: Your query goes through the Einstein Trust Layer first. A specialized LLM (Query Evaluator) checks if the reasoning engine has enough information.
  2. Query Expansion: The system breaks complex queries into smaller parts and may ask for more details, creating what Salesforce calls an “agentic loop.”
  3. Context Refinement: Your original query combines with extra information for complete understanding.
  4. Planning and Execution: Atlas plans to complete your request using Large Action Models (LAMs) and special function-calling features.
How Does Altas Reasoning Engine Work

How Altas Reasoning Engine Works | Source: Salesforce

Atlas uses Chain-of-Thought (CoT) reasoning to copy human-style thinking. It creates step-by-step plans to reach goals. Early tests showed Atlas was twice as relevant and 33% more accurate than competitors.

Data Processing Capabilities

Agentforce’s data processing abilities are the foundations of its context understanding and action framework. Salesforce states that “data is the lifeblood that fuels AI.”

Data Cloud powers Agentforce’s next-generation features. It blends structured and unstructured data from many sources in real-time. This creates:

  • Retrieval Augmented Generation (RAG): This technique grounds AI responses in your organization’s data. It improves accuracy by finding relevant information from proper sources.
  • Hybrid Search: The system searches structured data (like Salesforce records) and unstructured content (emails, support tickets, product photos, voicemails) in Data Cloud.
  • Real-time Data Graphs: These graphs resolve identities faster. They show how every touchpoint connects and help with segmentation and actions.

Agentforce provides individual-specific responses based on your business context. The system turns data into autonomous actions through integrated analytics and action layers.

The mix of secure data handling, advanced reasoning, and complete data processing makes Agentforce powerful. Understanding these technical foundations helps you learn how AI agents handle complex tasks.

They maintain security and relevance in your Salesforce environment while working independently.

How is Agentforce Used?

Agentforce enables autonomous AI agents through the fusion of three components:

  • Data,
  • Reasoning,
  • Actions.

It uses Salesforce’s Data Cloud and rich metadata to connect to any data source in real-time, providing context for multifaceted tasks.

Salesforce Trusted AI Architecture

Salesforce Trusted AI Architecture | Source: Salesforce

With Salesforce Agentforce, tasks are accomplished and plans dynamically refined without human involvement through:

  • Prompt Builder,
  • Atlas Reasoning Engine,
  • Advanced Retrieval Augmented Generation,
  • Agentic loops.

The platform is integrated with Salesforce Customer 360, which empowers agents to assist with:

  • sales,
  • service,
  • marketing,
  • commerce.

These Agentforce AI agents are embedded within chats, emails, and workflows and autonomously respond to customer needs while executing business processes across the organization.

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Who Can Use Agentforce?

Agentforce has a flexible toolset built on the Salesforce platform that empowers customer-facing roles.

The standard AI agents can help:

  • frontline customer service representatives,
  • sales agents,
  • field service technicians
  • account managers,
  • technical support specialists,
  • supervisors,
  • marketing teams,
  • product developers,
  • IT administrators, etc.
Marc Metric, CEO at Saks Global Testimonial

Client’s Testimonial: Marc Metric, CEO at Saks Global

Moreover, Agentforce is adaptable across diverse industries—from healthcare and finance to real estate—to significantly enhance customer engagement and service delivery.

Among the businesses that already deployed Agentforce are Heathrow, SharkNinja, Indeed, 1-800Accountant, Goodyear, Camping World and 200+ other companies.

So, the sooner you begin using Agentforce AI, the quicker your business will be able to:

  • lower the volume of manual business processes,
  • be responsive to the constant shifts in industry changes,
  • bolster the company’s growth,
  • increase market share, and most importantly,
  • enhance the overall experience of the customer.
Alexander Lacik, CEO of Pandora Testimonial

Client’s Testimonial: Alexander Lacik, CEO of Pandora

Want to see how much ROI Agentforce will bring you, fill in this calculator.

How Much Does Agentforce Cost?

The core of Agentforce pricing revolves around conversations. Currently, Salesforce charges $2.00 per agent conversation as their standard rate (Agentforce works only with Enterprise Edition or higher. Salesforce Pro and Starter editions can’t access this feature yet).

Existing Salesforce customers can start using Agentforce at no cost through Salesforce Foundations. You get 1,000 Agentforce conversations and leads and 250,000 Data Cloud credits for free if you have Salesforce Foundations.

In addition to the conversation-based pricing, Agentforce comes with a Standard Success Plan.

A “conversation” means an interaction that:

  • Starts when an agent first answers a user’s question.
  • Stops when moved to a human user, the customer ends it, or nothing happens for over 24 hours.

Hidden Costs of Agentforce Implementation

Your total Agentforce costs might include more than just conversations:

  • Einstein Requests play a vital role in Agentforce pricing. These measure how often you use Salesforce’s large language models and follow usage-based pricing. Short chats use some Einstein Requests, but longer talks with many back-and-forths could cost much more than the basic conversation fee.
  • Data Storage fees apply to information kept in Data Cloud for Agentforce Service Agent conversations. Extra charges kick in if you store more than your allowance.
  • Data Services Credits cover tasks like data intake, changes, handling unstructured data, and combining profiles. Agentforce uses these credits when it pulls in outside data or processes unstructured content.
  • Sandbox costs need attention too. Salesforce usually doesn’t charge extra for sandbox use after setup, but testing Agentforce in sandboxes might cost you through credit use for AI model interactions and data changes.

Understanding the additional resources helps predict the true costs of Salesforce Agentforce platform setup and customization.

How to Get Started with Agentforce in 14 Steps?

Agentforce is like a highly efficient corporate orchestra, where each AI agent plays a specific role:

  • The Agentforce Service Agent acts as your frontline customer service team,
  • The Agentforce SDR Agent becomes your tireless sales prospector,
  • The Sales Coach transforms into your round-the-clock training department,
  • The Merchandiser serves as your dedicated e-commerce specialist,
  • The Campaign Optimizer operates as your data-driven marketing strategist.

At the heart of every agent are the core components that bring its role and Agentforce capabilities to life—that is, the things that define what it can do and be.

Fundamental Building Blocks of Agentforce Agents | Ascendix

The Fundamental Building Blocks of Agentforce Agents | Ascendix

  • Topic: This is essentially the agent’s raison d’être — the purpose and the broader goals it aims to achieve for your team.
  • Actions: These are the tasks the agent can perform, such as running a Flow or using a prompt template. You can fine-tune these actions with the low-code Agent Builder tool for precision.
  • Instructions: These are the rules of the game. They include guidelines on what the agent can or can’t do when looping in a human and built-in security measures provided by the Einstein Trust Layer.
  • Channel: This a defined location where the AI agents do their job, such as a customer support website.

Make Agentforce Work How You Want It To

Ascendix will tailor Salesforce Agentforce platform to meet your unique needs. Whether you want to automate processes or customize agent behaviors, we’ve got you covered.

How to Enable Agentforce in Salesforce: Setup Process

Your Salesforce environment needs proper planning and execution to set up Agentforce. The system must meet specific requirements to support these autonomous agents before you start the activation process.

Prerequisites check

Your Salesforce org should meet these basic requirements before you enable Agentforce:

  • Salesforce Service Cloud License: You need this license because Agentforce works as an extension of Service Cloud.
  • Updated Salesforce Instance: Your system should run the latest version of Salesforce Lightning Experience to work with all Agentforce features.
  • Clean Data Structure: Well-organized, consistent data plays a vital role because Agentforce depends on your customer’s information to work properly.
  • Network Infrastructure: A resilient network with enough bandwidth and security protocols will help the up-to-the-minute interactions that Agentforce provides.
  • Permission Sets Ready: You must set up permission sets for the Einstein Service Agent User to access the right objects and fields.

To get up and running with a standard Agentforce Service Agent quickly and easily, follow these steps:

Step #1: Enable Einstein

Einstein Setup in Salesforce

Einstein Setup in Salesforce

  1. Click the gear icon ⚙️ to access Setup.
  2. Search for “Einstein Generative AI” in Setup Quick Find.
  3. Select “Einstein Setup“.
  4. Switch “Turn on Einstein” to “On“.
  5. Return to Setup.
  6. Reload Setup by refreshing your browser.

Step #2: Activate Agentforce

  1. Search for “Agentforce Agents” in Setup Quick Find.
  2. Turn on the “Agentforce” toggle at the top.
  3. Switch on the “Agentforce (Default) Agent” toggle.

Step #3: Prepare Experience Cloud (if applicable)

  1. Search for “All Sites” in Setup Quick Find.
  2. Click “Builder” after selecting your site.
  3. Look for “Publish” in the upper right corner.
  4. Approve publication in the confirmation window.

Step #4: Create Your Agent

  1. Go back to “Agentforce Agents” in Setup.
  2. Click “+ New Agent“.
  3. Pick “Agentforce Service Agent” as the type.
  4. Set up topics using the guided setup.
  5. Set agent details like name, API name, description, role, and company information.
Agentforce Agent Types

Agentforce Agent Types | Source: Trailhead

Step #5: Configure Deployment

  1. Search for “Embedded Service Deployments” in Setup Quick Find.
  2. Pick your web deployment.
  3. Apply changes by clicking “Publish“.
  4. Deployment might take up to 10 minutes.
  5. Update Routing Flow

Step #6: Search for “Flows” in Setup Quick Find

  1. Open your routing flow (e.g., “Route to ESA”).
  2. Change the routing component.
  3. Point “Route To” to your new Agentforce Service Agent
  4. Save and turn on the updated flow

Verification of successful setup

Here’s how to check if your setup worked:

  • Permission Set Verification: Make sure the Einstein Service Agent User has the right permission set to access Contact and Case objects.
  • Agent Activation Check: Your agent should show “Active” status in Agent Builder.
  • Test Customer Interaction: Start a test conversation through the Embedded Messaging component on your website or Experience Cloud site.
  • Monitor First Interactions: Watch how your agent handles its first conversations to ensure it understands and responds correctly.
  • Review Flow Execution: Check if your routing flow sends conversations to your Agentforce Service Agent properly.

You might need to refresh your browser if buttons or options don’t show up right away.

How to Build Your First Agentforce Service Agent

You’ve enabled Agentforce in your Salesforce organization. The next significant step is building your first autonomous agent. Your Agentforce Service Agent needs careful planning, precise setup and proper testing.

This hands-on work will turn your original setup into a powerful AI assistant that handles customer interactions by itself.

Agentforce Implementation Growth Strategy | Ascendix

Agentforce Implementation Growth Strategy | Ascendix

Step#1: Access Agent Builder

Agent Builder lets you create and customize your Agentforce agents. Here’s how to access this tool:

  1. Open the Setup Menu in your Salesforce organization.
  2. Type “Agents” in the quick find search box.
  3. Select Agents (under Agent Studio).
  4. Find your enabled Agentforce agent in the list (typically “Agentforce Default”).
  5. Click Open in Builder in the upper right corner.

The Agent Builder gives you a complete workspace. You can customize agents for any industry through an accessible low-code interface.

The screen shows a conversation preview pane next to a tool palette where you’ll set up your agent’s capabilities.

Step# 2: Create and configure topics

Topics are the foundations of your agent’s knowledge and abilities. Each topic covers related tasks that your agent can handle.

Here’s how to create a new topic:

  1. Click the dropdown arrow next to “Manage the topics assigned to your agent“.
  2. Select “New Topic”
How to Add a New Topic in Agentforce

How to Add a New Topic for a Service Agent

Set up the topic with these key elements:

  • Topic Label: A descriptive name (e.g., “CustomerServiceAssistant”).
  • Classification Description: Defines how Agentforce selects the topic (e.g., “Involves users about resort-related requests”).
  • Scope: Sets guardrails for what the agent can and cannot do (e.g., “Assist representatives with guest inquiries about reservations”).
  • Instructions: Offer guidelines on handling queries, tone.
Topic Creation in Agentforce

Topic Creation in Agentforce

The instructions section shapes your agent’s decision-making process. Each instruction should explain when and how to use specific actions. The reasoning engine looks at all instructions together rather than in order.

You can include multiple steps within one instruction block when tasks need a specific sequence.

Step #3: Add standard actions

Standard actions are ready-to-use capabilities your agent can run without extra development. You can add these tools during topic creation:

  1. Click Next after setting up your topic details.
  2. Look for available standard actions on the actions screen.
Agent Action Creation in Agentforce

Agent Action Creation in Agentforce

3. Check the box to the left of “Agent Action Label” to select all standard actions.

4. Click Finish to add these actions to your topic.

These standard actions help your agent perform common tasks. It can query records, get record details, summarize information and aggregate data.

The agent picks the right action based on user requests and utilizes Salesforce metadata to show information through rich user interfaces like record cards.

Step #4: Configure Agent settings

  1. Set up the agent’s basic details: name, description, role, and company-specific preferences.
  2. Ensure settings align with your business requirements.
Define Service Agent's Settings

How to Define Service Agent’s Settings

Step #5: Connect Data Sources

  1. Link the agent to relevant data (Salesforce CRM, external data).
  2. Apply filters to access only the most helpful information for specific queries.

Step #6: Create a Flow-Based Action

  1. Build your flow in Flow Builder with input and output variables.
An Example of a Flow-Based Action in a Flow Builder

An Example of a Flow-Based Action in a Flow Builder

2. In Setup, create an Agent Action and connect your flow.

3. Map your flow variables to the agent’s requirements and write your inputs, outputs, and instructions so Agentforce knows what to select and process.

Step #7: Test your agent

Good testing will give a reliable agent before deployment to users. Agent Builder offers several testing options:

  1. Click the Refresh icon in the Conversation Preview pane.
  2. Type test prompts that match typical user requests.
  3. Watch how your agent processes each prompt, picks the right topic and chooses relevant actions.
  4. Look at the Plan in the middle of the screen to understand your agent’s reasoning.

Testing needs multiple rounds. Use the results to improve your agent’s instructions and accuracy each time. Human checks are vital to spot subtle issues like tone mismatches or context-specific errors that automated tests might miss.

The agent becomes available when you click Activate in the upper right corner. You can then combine your agent with your service channels to handle customer interactions automatically.

Step #8: Finalize and Deploy

  1. Update the agent’s user profile with the necessary permissions for secure data access.
  2. Deploy the agent from your sandbox environment to production.

Explore all Agentforce features and customization options in the following educational resources:

How Customizable are the AI Agents in Agentforce?

While the pre-built standard actions offer a good starting point, Agentforce’s true power lies in customization.

Because Agentforce is built on the Salesforce platform, admins and developers can customize AI functionality to suit your business needs. This includes:

  • Using existing Salesforce Flows to automate processes without requiring code.
  • Exploiting custom Apex code for complex logic and third-party integrations.
  • Generation of dynamic responses using pre-configured prompt templates.

You can control the agents’ behaviour, set custom triggers and industry specific logic with the following actions:

Flow-based actions

Flow-based actions provide the most available customization path without coding knowledge. Your agent can execute automated processes built in Flow Builder through these actions.

Apex-based actions

Apex-based actions deliver advanced customization options for complex requirements. These actions use Invocable Apex classes to handle sophisticated operations and external system integration. Also, deeper customisations are possible with integration APIs.

That’s why if you want to fully leverage Salesforce Agentforce AI agents’ benefits and customize them to industry needs, Ascendix can help you with configuration and custom development on top of Agentforce AI.

For example we can help you build AI assistants on top of the Agentforce platform that will help your real estate business:

  • Answer customer queries 24/7 so no lead is ever missed.
  • Display property listings and manage property tours.
  • Manage rentals, maintenance requests, and viewings.
  • Conduct surveys and collect client feedback.
  • Track applications and provide real-time updates.

Custom Agentforce AI assistants will give you a personalized, innovative solution for your property management workflows and customer engagement.

Develop AI Solutions with Ascendix

We have been in Salesforce and AI development services for 20+ years. Our team knows how to deliver advanced solutions to your business.

How Does Agentforce Integrate with Other Salesforce Tools?

Agentforce integrates with all Salesforce tools via the Salesforce Customer 360 platform for a unified customer experience.

It taps into the common data model across the ecosystem so data from Sales Cloud, Service Cloud, Marketing Cloud and other Salesforce products flows into the agent console.

Key integration points are:

  • API connectivity via Salesforce’s REST and SOAP APIs for data exchange.
  • Custom modules and external systems for a complete view of customer interactions.

What is Agentforce Quickstart?

The Agentforce Quickstart package is a fast-track solution to adopting the platform for completely new users to the Agentorce ecosystem.

Instead of spending weeks figuring out the details, you get access to pre-configured tools and templates that are designed at a basic-level to be suitable for you.

Average package prices typically range from USD 2,750 to USD 6,000 per agent based on complexity and specific requirements. The implementation timeline varies from 2 to 5 weeks based on complexity.

Many Agentforce implementation partners provide specialized packages with set deliverables:

  • Agent role creation and purpose definition,
  • Topic creation (usually up to three topics per package),
  • Flow configuration for agent-initiated actions,
  • Training sessions for your team.

Besides this, you can choose between ready-made agents for common use cases or building custom agents built for specific business needs.

Remember that quickstart implementations might not include some consulting services that you can request separately.

Such quickstart packages allow clients to start benefiting from Salesforce Agentforce agents immediately, saving time on implementation and money by optimizing Agentforce pricing.

5 Agentforce Quickstart Packages Comparison

ProviderPrice & CurrencyTimelineCore Features
Ascendix
$3,6002 to 3 Weeks- Kick-off call
- Requirements collection, business processes review, project setup
- 1 Service Agent Configuration
- Up to 3 Topics Configuration
- Action Configuration (with up to 3 flows/topic)
- User Training
- 2 hours of the post-go-live support
Cloud Creations
$2,999~4 Weeks- Project kickoff & business process reviews
- Creation of a new Agent Role
- Up to 3 topics (with scope, 5 instructions each, label, and classification)
- 1 flow configuration to trigger agent actions
- 1-hour Salesforce training
CRMIT
Not explicitly statedUp to 5 Weeks- Deployment of 1 Service/Sales Agent (Autonomous or Copilot)
- 1 Agentforce Topic with up to 6 Agent Actions (Flows & Apex) - Integration with existing Einstein Bot
- Out-of-box analytics (reports & dashboards) - Train-the-Trainer sessions for end users and Agent Builder admins
- 2 weeks of Hypercare support
Summit
Starting at $2,7502 to 4 Weeks- Discovery and business analysis
- Customizable AI agents using Agentbuilder (trigger-based automation)
- Agent reporting, usage & consumption tracking, and user analytics
- Out-of-box configuration for rapid deployment
Performa (Internal Agent Quick-Start)
£7,500 + VATNot specified- Complimentary Agentforce Readiness Session (workshop to define 3 priority use cases and develop implementation roadmap)
- Implementation and activation of agent with user access and settings configuration
- Comprehensive user training
- Setup of 5 custom actions (using Flow, prompt template or Apex)
Performa (Customer Agent Quick-Start)
£9,950 + VATNot specified- All features of the Internal Agent Quick-Start package
+ Routing configuration (escalation)
Embedded deployment setup (adding to channels)

1. Ascendix

Price: $3,600

Timeline: 2-3 Weeks

Ascendix is a Salesforce Summit Partner and part of the Agentforce Partner Network. We have over 20 years of Salesforce leadership and an growing AI practice.

Our team has over 150 Salesforce certifications including 15+ Agentforce Specialists certifications. We can help lead your AI powered business on the world’s premier CRM.

The Agentforce Quickstart Package by Ascendix includes:

  • Project Initiation: Kickoff call, requirements gathering, business process review, project setup.
  • Role Creation: Create a new role using the Agentforce license by defining the agent summary and purpose and complete Service Agent Configuration.
  • Topic Configuration: Create up to 3 topics including scope, up to 5 instructions and labels and classification descriptions.
  • Action Setup: Configure up to 3 simple flows per topic for tasks like record creation or single object search. Create an additional flow triggered by an Agentforce conversation.
  • User Training: Training sessions to get users up and running.
  • Post-Go-Live Support: 2 hours of support after go live

Ascendix also offers additional configuration options beyond the Quickstart Package:

  • Customization of Sales Coach and SDR Agent,
  • Integration with Experience Cloud or external websites,
  • Support for non-English languages,
  • Security and regulatory compliance audits,
  • Advanced analytics and custom reporting,
  • Deep customization and development using Apex,
  • Data management activities,
  • User manuals preparation.

Accelerate Agentforce Setup with Ascendix

Our proptech experts will help you develop an AI-powered solution that automates data entry, document abstraction, property valuation and more right within Salesforce.

2. Cloud Creations

Price: $2,999

Timeline: Up to 4 weeks

What Agentforce Quickstart package includes:

  • Agent role creation from scratch including role summary and purpose of the agent.
  • Creation of up to 3 Topics. Each topic includes scope, 5 specific instructions, label, and detailed classification description.
  • Design of 1 flow to initiate actions through an Agentforce conversation.
  • 1-hour training session.

3. CRMIT

Price: Not specified

Timeline: 5-7 weeks

What’s inside the package:

  • Deployment of one Service or Sales Agent (Autonomous or Copilot).
  • Development of one Agentforce topic with up to 6 Agent Actions (Flows & Apex).
  • Integration with existing Einstein Bot.
  • Utilization of pre-built Agentforce Analytics (reports & dashboards).
  • Train-the-Trainer sessions along with 2 weeks of Hypercare support.

4. Summit

Price: $2,750 per agent (ranging up to $6,000 based on requirements)

Timeline: 2 – 4 weeks

Here are details of quickstart package:

  • Discovery session for customized implementation based on client’s business needs.
  • Design of agents using Agent Builder for automated responses to triggers.
  • Monitoring of agent performance, user engagement, and usage data.
  • Assessment of agent activity to optimize performance.

Summit offers additional Agentforce consulting services:

  • Data Strategy Consultation.
  • Generative AI Integration.
  • Advanced Agent Actions Configuration (Apex, Flows, APIs).

5. Performa IT

Pricing: £7,500-£9,950

Timeline: Not specified

Performa IT offers two types of Agentforce quickstart packages:

Internal Agent Quickstart

  • Implementation and activation of the agent,
  • Enablement of user access and management of configuration settings,
  • Comprehensive user training,
  • Setup of five custom Actions (using Flows, prompt templates, or Apex).

Customer Agent Quickstart

All the above features plus:

  • Routing configuration (escalation),
  • Embedded deployment setup (adding to channels).

14 Best Practices for Maximizing Agentforce Implementation

1. Be Clear About What You Want from Your Agentforce Agents

Before diving in, consider what specific problems you want Agentforce to address. Are you doing customer support? Automating repetitive tasks? Use your real team’s pains to drive how you set up your agents.

Agentforce's real power emerges when implementation clearly aligns with tangible business outcomes. Start from your end goal and reverse-engineer your agent. It's not technology for technology's sake.
It's innovation that delivers concrete business value.

Ascendix Technologies Team

2. Customize Your Agents

The Agent Builder is your new best friend. It is incredibly easy to use but also extremely powerful. Spend time customizing and tuning your agents’ actions like automating data lookups, running flows, etc to get better results.

3. Use Pre-Built Actions

Why build from scratch when you don’t have to? Salesforce offers pre-built actions on AgentExchange that can save you time and simplify the deployment of additional functionality without going into complex customizations.

By using what’s already there, you can speed up implementation, reduce complexity, and focus on results.

We often think complexity equals capability, but with Agentforce, simplicity translates directly to performance.
Keep your configurations concise, straightforward, and user - focused. Fewer, more explicit instructions are always superior.

Ascendix Technologies Team

4. Keep Your Data Fresh

Your agents will only be as smart as the data they provision. They could be wrong if your CRM records and knowledge base are outdated.

If you are using Data Cloud, take advantage of the live data you have available to you.

5. Set Clear Guiderails for Your Agents

Agents aren’t mind readers, but they’ll follow your rules. Write clear instructions about what they can and can’t do.

For example, outline when they should involve a real person and let built-in guardrails from the Einstein Trust Layer handle the heavy lifting for security.

6. Provide What is Needed

Stick to the principle of least privilege: give agents only what they need to do their job. Re-evaluate and adjust those permissions regularly (as roles or needs change) using permission set-based security.

7. Enhance Access Controls

Use strong authentication (e.g., two-factor) for private actions. But don’t stop there and look at access logs and anything else that might indicate suspicious activity.

8. Build with Security in Mind

When building agent actions, limit the scope as much as possible to prevent access to unauthorized data.

Cross-check user input to prevent malicious activity, and use error handling to avoid exposing sensitive information and not crash your system.

9. Test Before You Go Live

Before you roll agents out to everyone, spend time testing in a safe sandbox environment. Simulate real scenarios, run different prompts, and see how they respond.

They might surprise you—or let you catch bugs before they hit production.

Never underestimate the value of rigorous testing. Run challenging scenarios, stress-test your workflows, and maintain proper documentation.
Treat testing as an ongoing process, not a tick-off step

Ascendix Technologies Team

10. Keep Humans in the Loop

Agents are here to assist, not replace, the human brain. For critical actions, set your agents to request human approval before acting.

For example, too many approval prompts can frustrate users and slow down processes. The goal is to find the right balance of oversight and efficiency: not too many interruptions but just enough guardrails for high-impact decisions.

11. Make Sure Agents Show Up Where It Matters

Agentforce becomes more valuable when integrated into your and your customers’ tools. Whether it’s Slack, your website, or a mobile app, make sure your agents are accessible where they’re needed most.

12. Involve Your Team Early

Agentforce isn’t just an AI tool. It’s for everyone with a finger in your workflow. Spend time onboarding your team, explaining how the agent works, and offering tips on how to use it properly.

A well-prepared team equals better results.

Effective Agentforce adoption is a journey, not just a launch. Continuous training, structured feedback loops, and visible metrics are as essential as the initial implementation.
Real-world usage always unlocks unexpected opportunities to evolve.

Ascendix Technologies Team

13. Keep an Eye on How AI Agents Are Performing

Once your AI agents are live, don’t forget to check on them regularly. Are they solving the correct problems?

Is your team happy with the response they are getting? Minor adjustments can go a long way.

14. Stay Curious About What’s New

Salesforce continues to roll out new features for Agentforce, so don’t get too complacent.

There is always something you can adjust or expand to enable your agents to provide even better functions.

Salesforce Consulting Portfolio

Download our Salesforce Consulting portfolio to explore how Ascendix helped companies maximize their Salesforce investment.

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Why Choose AI Assistants Development Services by Ascendix?

At Ascendix, we’re at the forefront of Agentforce and Salesforce innovation.

As a member of the Agentforce Partner Network and Salesforce Summit Partner, we combine 20+ years of Salesforce leadership with a rapidly growing AI consulting practice.

Among the professional services we provide are:

  • Salesforce AI Consulting. If you’re unsure which AI solution is right for your business or have questions about this, our experts will provide you with all the information and guidance you need.
  • Seamless AI Integration. We integrate and customize Salesforce AI solutions, including Agentforce, into your existing systems so you get a seamless user experience and maximum efficiency without sacrificing the features you need.
  • AI Tools Development. The Ascendix team designs and builds custom Salesforce AI powered tools that address the specific pain points and goals of your business. We can build anything, including AI assistants with an AI lease abstraction tool, AI recommendation system and AI search.

As a cost-effective alternative, we offer Agentforce Quickstart Package, a streamlined implementation plan that sets up the essential features of Agentforce, enabling your business to start benefiting from AI-driven virtual assistants quickly.

Don’t let tedious tasks hold you back. Partner with Ascendix to build custom Agentforce-powered solutions that automate operations and drive business growth. Book a free consulting call to learn more and get started on transforming your business with Agentforce.

Have Questions about Agentforce? – We Have Answers

How does Salesforce Agentforce work?

Salesforce Agentforce empowers businesses to build AI-powered agents that automate tasks, answer customer questions and free up staff to focus on what really matters.

That’s where Agentforce comes in: it taps into your Salesforce data, combines that with predefined actions and a healthy dose of intelligent reasoning to deliver accurate, real-time assistance exactly when customers need it.

What’s the difference between Einstein vs. Agentforce?

Einstein is Salesforce’s broader AI platform for analytics, predictions, and insights, while Agentforce focuses specifically on creating customizable AI agents to automate tasks, handle queries, and streamline workflows within the Salesforce ecosystem.

What’s the difference between Copilot vs Agentforce?

Einstein Copilot (Agent Studio) gives you real time, contextual suggestions and task guidance as a helper. Agentforce lets you build fully autonomous, customisable AI agents that do tasks, automate workflows and talk to users.

Is Data Cloud required for Agentforce?

No, Data Cloud is not required for Agentforce. However, integrating Data Cloud can enhance Agentforce by providing real-time customer data, enabling agents to deliver more personalized interactions and highly relevant responses.

What are Salesforce Agentforce adoption challenges?

Salesforce Agentforce adoption challenges include complex setup processes, ensuring high-quality data, training teams to use AI effectively, balancing customization needs, addressing security concerns, and allocating sufficient time and resources for implementation and ongoing maintenance.

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