How to Use Salesforce Agentforce in Real Estate

According to a NAR Technology Survey, 43% of realtors now believe AI is shaping real estate, signaling a quiet but powerful shift in the industry. Salesforce’s Agentforce isn’t just another AI tool. It’s a team of intelligent digital professionals that never sleep, never take vacations, and never miss a lead.

As 43% of buyers now starting their property search online, Agentforce represents the next evolution in how successful real estate professionals operate. But no worries. This isn’t about replacing human expertise; it’s about amplifying it.

What is Salesforce Agentforce?

Salesforce Agentforce – a suite of AI-powered trusted, natural language, conversational agents that transform how businesses operate. Unlike basic automation tools, these intelligent assistants leverage advanced language models (LLMs) to understand context, make decisions, and execute complex tasks with remarkable precision.

At its core, 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

Salesforce Agentforce Platform Ecosystem | Source: Salesforce

Agentforce Platform operates through four main components:

• Assistant (agents, including Agentforce Copilot)
• Topics,
• Actions,
• Reasoning Engine.

Agentforce Copilot Builder Interface | Source: Trailhead

What makes Salesforce Agentforce truly revolutionary is its brain – the Atlas Reasoning Engine. It processes complex real estate data through Data Cloud. Think of it as an AI conductor that ensures every agent performs in perfect harmony.

Salesforce AI agents make split-second decisions based on context and company guidelines. It’s not just about responding to requests; it’s about understanding, analyzing, and taking proactive action.

The Reasoning Engine coordinates between topics (job categories) and actions (specific tasks) to fulfill user requests. For example, in real estate scenarios, it can handle tasks like property searches and deal tracking.

Security and reliability are built into its DNA through the Einstein Trust Layer. Like a sophisticated security system, it ensures that while Agentforce agents access real time data, sensitive information remains protected.

When situations become too complex, these autonomous AI agents know exactly when to bring in human expertise. It’s like having an intelligent assistant who knows precisely when to schedule a meeting with the CEO.

The best part? Setting up these agents is as simple as customizing your smartphone settings – no coding required. And at the same time, Agenforce Platform offers advanced customization options for industries like real estate and investment management.

Actions in Agentforce Builder | Source: Trailhead

Agentforce synchronizes seamlessly across all your communication channels, from your website to Slack. It creates a unified digital workforce that amplifies your team’s capabilities while maintaining your brand’s voice and values.

Key Benefits of Salesforce Agentforce for Real Estate

Agentforce platform is particularly powerful for real estate because it:

• Integrates seamlessly with existing Salesforce workflows
• Interacts conversationally via simple commands like “Show me XYZ deals“
• Allows voice commands for mobile users
• Maintains conversation context for complex requests
• Can be customized for specific business needs through custom actions
• Provides comprehensive logging and monitoring of AI interactions
• Respects Salesforce access controls and prevents third-party data retention

However, the key to successful Agentforce implementation lies in understanding your organization’s unique value chain. Below we’ll show common Agentforce use cases for real estate verticals.

Agentforce for Real Estate: Use Cases

And here are some of the real-life Agentforce use cases for real estate.

Agentforce Use Case #1: Closing Deals While You Sleep

Meet John, a commercial real estate broker who closed a $50M office building deal while sleeping. How? His Agentforce agent qualified an overseas investor at 3 AM, provided detailed property analytics, prepared initial documentation, and scheduled a morning meeting.

Also, throughout the transaction, his fine-tuned AI agent monitors deadline compliance like “Lease Expiration Dates”.

In addition, through Slack integration, he gets instant alerts about hot leads or market shifts. By the time John arrived at the office, a complete prospect profile and meeting brief awaited him.

Salesforce AI Assistant | Ascendix

Agentforce Use Case #2: Smarter Portfolio Management

Investment firm XYZ Properties deploys Agentforce to monitor their 100-property portfolio. Their customized AI agent:

• highlights a refinancing opportunity for three properties just as rates dipped,
• analyzes tenant payment patterns,
• automatically generates market comparison reports.

Tasks that would typically consume weeks of analyst time.

Agentforce Use Case #3: Faster, More Targeted Marketing

With its AI agents, the investment sales team can generate real-time market insights and draft personalized property marketing emails.
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Whether it’s drafting offering memorandums, analyzing comps, or coordinating due diligence, Salesforce’s Agentforce handles the time-consuming tasks that traditionally bog down deals. All while you are focused on high-level strategy and relationship building.

Agentforce Use Case #4: Automatic Summarizing of Property Listings, Deals, and Client Interactions

Agentforce can automatically summarize key updates from property listings, transactions, and client communications.

When Sarah, a leasing agent at a commercial firm, wanted to review all the latest property listings across the city, instead of spending hours combing through each listing, she relied on Agentforce.

Her AI agent compiled a concise summary of new properties, pulling key features, pricing, and any updates to lease availability into one concise report.

Contract Summary AI on Agentforce | Ascendix

Furthermore, it provided an overview of recent client interactions and inquiries, prioritizing those requiring urgent follow-up. This saved Sarah several hours of manual research every week.

Agentforce Use Case #5: Lead Behavior and Engagement Analysis

Meet Rachel, a senior investment sales director managing a portfolio of luxury residential developments. Her challenge? Identifying which of her hundreds of weekly leads are most likely to convert into multi-million-dollar sales.

Her customized Agentforce agent revolutionized her approach by:

• Analyzing historical interaction patterns across email, phone, and property viewings
• Tracking engagement metrics from property listing views and document downloads
• Identifying correlations between lead behavior and successful deals

When a Hong Kong investor showed interest in three premium properties, Agentforce immediately:

• Compiled their viewing history across the past 6 months
• Analyzed their interaction patterns with similar properties
• Created a prediction model based on successful deals with similar profiles
• Generated a detailed engagement score with conversion probability

Her AI agent then automatically:

• Scheduled property tours across multiple time zones
• Prepared personalized property valuations considering market trends
• Generated custom reports highlighting features matching the investor’s previous interests

AI-Powered Property Valuations | Ascendix

Within 48 hours, Rachel had a comprehensive lead profile, complete with suggested next actions and talking points based on the investor’s demonstrated preferences. What previously took her team weeks of manual analysis now happens automatically, allowing Rachel to focus on high-value relationship building.

Thanks to Agentforce’s predictive analytics, Rachel’s team increased their conversion rate by 40% while reducing the time spent on lead qualification by 65%. The system continues to learn from each interaction, making its predictions increasingly accurate over time.

Agentforce Use Case #6: Intelligent Marketing and Client Communication Automation

David, the marketing director at a national commercial real estate firm, faced a common challenge: creating compelling, personalized marketing materials for thousands of properties while maintaining consistency and accuracy.

His Agentforce AI assistant implementation transformed this process by:

• Automatically generating property descriptions that adapt to market trends
• Creating tailored marketing packages based on client preferences
• Processing complex search queries in natural language

AI-Powered Property Search | Ascendix

One morning, a major corporate client needed urgent information about available office spaces across multiple cities. Instead of scrambling his team for hours, David’s AI agent:

• Interpreted the natural language request (“Show me all Class A office spaces over 10,000 sq ft with parking ratios above market average in tech-centric areas”)
• Generated comprehensive property reports within minutes
• Created customized marketing materials highlighting features relevant to tech companies
• Analyzed previous interactions with similar clients to optimize the presentation

The system also:

• Monitored client satisfaction through interaction analysis
• Flagged potential issues before they became problems
• Suggested proactive engagement strategies based on communication patterns
• Tracked deal progress and identified potential roadblocks

The results were immediate: David’s team reduced marketing material creation time by 75%, while seeing a 50% increase in positive client responses. Their property descriptions now consistently rank higher in search results due to better keyword optimization and market-relevant content.

More Examples of AI Agents Customization on Top of Agentforce

Each action can be customized further based on your firm’s specific focus (investment sales, leasing, debt, etc.) and terminology. The system learns and improves its responses based on your organization’s data and usage patterns.

Salesforce Agentforce AI Agents Customization Examples for Real Estate | Ascendix

While AI handles the heavy lifting, real estate professionals can focus on what truly matters: closing deals and growing their business. Whether in Slack channels or Experience Cloud-powered client portals, the Salesforce Agentforce platform maintains seamless communication.

This isn’t about replacing human expertise; it’s about amplifying it.

A Day in the Life: How Agentforce and Ascendix Transform Commercial Real Estate Operations

At Ascendix, we harness AI technology to revolutionize document-heavy industries like real estate, mortgage, and lending. With over 20 years of expertise in Salesforce consulting and custom software development, we can empower your real estate business with advanced AI solutions.

Let’s see how our AI consulting and development services together with Agentforce platform can reimage the way to do business.

How a Commercial Real Estate Firm Can Leverage Various Types of AI Agents

Meet, Maria Chen, a senior commercial real estate broker at XYZ Commercial Group. Here’s how she leverages the combined power of Agentforce and Ascendix protech expertise to transform her daily operations:

9:00 AM – Email Processing & Data Entry

Maria receives an email with an offering memorandum for a new Class A office building. Instead of manually entering data , she forwards the email to Agentforce virtual assistant. The AI agent automatically:

• Creates a new property record in Salesforce
• Extracts key property details (square footage, NOI, cap rate)
• Identifies and creates contact records for key stakeholders
• Sets up a preliminary deal pipeline

10:30 AM – Client Meeting

During a virtual meeting with a potential investor from New York, Maria activates the meeting recording feature. The Agentforce-powered AI assistant:

• Generates detailed meeting note
• Creates contact records for new team members mentioned
• Identifies action items and automatically schedules follow-ups
• Drafts a professional meeting summary for both internal use and client distribution

AI-Powered Meeting Summaries in Agentforce | Ascendix

1:00 PM – Document Processing

Maria receives a 90-page lease agreement. Using Ascendix’s Document Abstraction tool, she:

• Extracts critical lease terms
• Identifies key dates and obligations
• Creates a summary dashboard in Salesforce
• Sets up automated reminders for important deadlines

AI Data Processing Automation | Ascendix

2:30 PM – Lead Management

The Agentforce-powered agent identifies a promising lead from a property inquiry. It automatically:

• Enriches the lead data using public sources
• Creates a preliminary qualification report
• Drafts a personalized email response based on previous successful communications
• Schedules a follow-up call based on the prospect’s time zone

4:00 PM – Deal Progress

Using voice commands while driving between properties, Maria updates several deal statuses. The virtual assistant:

• Creates activity records
• Updates property status
• Schedules necessary follow-ups
• Triggers automated updates to stakeholders

5:30 PM – End of Day Planning

The custom Agentforce agent provides a comprehensive daily wrap-up:

• Summarizes all meeting outcomes
• Lists pending actions and priorities
• Drafts follow-up emails for review
• Suggests next-day priorities based on deal stages and deadlines

This is just one example of how a real estate professional can transform Agentforce from a simple AI assistant into a powerful deal acceleration platform.

If you want to automate your tedious tasks and reduce a 40-hour process to just 4 hours while maintaining accuracy, you are at the right place.

Ascendix will act as an independent consultant, providing unbiased expertise on AI add-ons like Agentforce. Beyond offering consulting and data cleansing services, we can develop completely custom AI solutions for Salesforce. This may include:

• Custom recommendation engines,
• Chatbots,
• Document abstraction tools,
• Data entry tools.

AI Data Entry Automation in Salesforce | Ascendix

• Lease management tools,
• Property valuation tools,
• Virtual research assistants.

Besides this, we can seamlessly integrate these solutions with our Salesforce-powered CRM for commercial real estate brokers – AscendixRE. Created by commercial real estate professionals for commercial real estate professionals, this CRM offers:

• Deal pipeline & analytics
• Commission tracking
• CRE brochure builder
• Stacking plan module
• Listing management
• Secure collaboration rooms and more.

How Salesforce Agentforce Works for Real Estate?

In the highly competitive real estate sector, the difference between a closed deal and a missed opportunity often comes down to:

• timing,
• responsiveness,
• market intelligence.

For real estate agents drowning in daily tasks, Agentforce isn’t just another tech tool. it’s your AI-powered team that builds seamlessly into your existing Salesforce environment.

Best of all, to set up a standard assistant in Salesforce, you don’t need to know a stitch of code.

All you have to do is enable Agentforce. And right out of the box your assistant can assist your users with common tasks in Salesforce.

How to Create an Action in Agentforce Copilot | Source: Trailhead

But to fully leverage Agentforce platform for real estate, you may need to tailor it via custom actions.

Custom Meeting Summary Automation Flow in Agentforce | Source: Ascendix

Agentforce Agents vs. Einstein Bots: Which is Best for Real Estate?

For real estate professionals evaluating AI solutions, understanding the distinction between Einstein Bots and Agentforce is vital for optimizing client engagement and operational efficiency.

Salesforce Einstein Bot is like a traditional GPS system. It follows pre-programmed routes (dialog flows) and can handle basic navigation (customer inquiries) along defined paths.

It’s designed specifically for customer service automation, using predefined dialog flows and requiring specific setup of:

• intents,
• utterances,
• conversation paths.

Agentforce, on the other hand, is more like having an autonomous vehicle with AI driving capabilities. It’s a more sophisticated system that can:

• Think and act independently across multiple business functions
• Handle complex, multi-turn conversations without pre-programmed scenarios
• Make autonomous decisions based on context and available data
• Learn and adapt from interactions using advanced LLM technology
• Operate across various departments with different specialized agents
• Access and utilize both CRM and external data sources for more comprehensive responses

Here is a more detailed comparison of these two tools:

The key difference lies in autonomy, customization capabilities, and scope. Einstein Bot is a rules-based traditional chatbot for customer service.

It functions more like a specialized coordinator, best suited for:

• Routine property viewing scheduling
• Basic tenant service requests
• Standardized document requests
• Structured follow-up processes

Agentforce is an autonomous AI system capable of:

• Understanding nuanced property requirements
• Managing multi-step investment discussions
• Maintaining context throughout lengthy deal negotiations
• Adapting to market-specific terminology
• Handling sophisticated financial conversations

Our Verdict: For most real estate operations, Agentforce’s sophisticated understanding and contextual awareness make it the preferred choice for elevating client service and streamlining complex transactions.

This AI-powered virtual assistant:

• Offers faster time-to-market for firms needing immediate sophisticated support across multiple transaction types
• Reduces operational overhead, especially for firms active in dynamic markets or multiple asset classes.
• Excels in complex deal discussions where context is crucial for meaningful interaction.

Agentforce Implementation in Real Estate: Key Challenges

Implementing Agentforce comes with its own set of challenges that require careful navigation. Here’s what you may learn:

Data Quality and Integration Hurdles

Just as a property’s foundation determines its stability, your CRM data quality impacts AI performance. You may suddenly discover that 40% of your contact records are outdated or duplicated. That may require three months of intensive data cleaning before implementation.

The Best Solution: Start with a comprehensive data audit and establish ongoing data governance protocols. Organize your property database, standardizing listing information, and cleaning up historical transaction data.

Change Management Resistance

Similar to introducing a new property management system to long-term staff, AI adoption can face resistance. Your brokers may view AI agents as a threat rather than an assistant.

The Best Solution: Implement a phased approach, starting with time-consuming tasks that clearly demonstrate value.

Cost Management and ROI Expectations

Just as development projects need realistic budgets, AI implementation requires careful financial planning. Once you purchase and setup your AI solution, you may discover hidden costs in data preparation and system customization that weren’t in their initial budget.

The Best Solution: Build a comprehensive budget that includes data cleanup, training, and ongoing optimization costs.

Security and Compliance Concerns

Think of AI security like a modern building’s access control system – it needs multiple layers of protection. Your commercial real estate brokerage may face challenges with handling sensitive deal information through AI systems.

The Best Solution: Create clear protocols for different security levels and establish explicit guidelines for what information AI can and cannot access.

Integration with Existing Workflows

Integrating AI assistants into established processes requires careful planning. For example, for a mid-sized brokerage it may take twice their planned implementation time if they don’t properly map their existing workflows.

The Best Solution: Document current processes thoroughly and identify specific integration points before implementation.

Knowledge Base Development

Similar to creating a comprehensive property database, building an effective AI knowledge base takes time. Otherwise, you may find that your initial AI responses are too generic because your industry-specific knowledge wasn’t properly integrated.

The Best Solution: Develop a structured approach to capturing and organizing institutional knowledge, including market-specific details and company best practices.

Build Agentforce-Powered Tools with Ascendix: Your Strategic AI Partner

Choosing the right technology partner becomes crucial for successful AI implementation in commercial real estate,. This is where Ascendix’s two-decade legacy in real estate technology transformation makes a difference.

Ascendix combines deep Salesforce ecosystem and real estate knowledge with cutting-edge AI capabilities.

Our portfolio includes successful solutions implementations with industry leaders like JLL and Hanna Commercial. This demonstrates our ability to scale AI solutions across diverse real estate operations.

Every real estate organization has unique needs. We offer:

• Complete AI-powered system development and integration with Salesforce CRM
• Existing Salesforce CRM optimization and enhancement
• Strategic consulting and technology auditing
• Development of Experience Cloud (DXP)- powered portals that transform how clients, investors, and partners collaborate.

Ready to transform your real estate operations with Agentforce? Let’s discuss how our expertise can help you navigate the implementation challenges and achieve your AI transformation goals.

Book your free Salesforce consulting call today and discover how Ascendix can build a custom AI tool on top of Agentforce for your brokerage.