Self-Assessment Agentforce Implementation Workbook [PDF]

Main Agentforce Implementation Checklist Ascendix

With Salesforce’s Agentforce, you can build autonomous AI agents that seamlessly adapt and evolve alongside your business.

Here is the proven impact of implementing AI agents:

  • 92% of service teams report cost savings,
  • 40% faster case resolution vs. traditional bots,
  • 1.3x higher revenue growth for AI-powered sales teams.

Use this self-assessment checklist as your innovation partner. In this workbook, you’ll find:

  • 7-phase implementation roadmap with 29 steps
  • 8 expert best practices with curated strategies

⬇️ Download our e-book below to build AI agents that think, adapt, and deliver results on your own, or book a free Agentforce consulting call.

Download Agentforce Implementation Checklist PDF

Get a free copy of a self-assessment workbook for an expert Agentforce implementation strategy

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Who Can Benefit from Salesforce Agentforce?

Marc Metric, CEO at Saks Global Testimonial

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

It 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.

Moreover, Agentforce is adaptable across diverse industries from healthcare and finance to real estate to significantly enhance customer engagement and service delivery.
Want to learn how to get started with Agentforce and compare available quick start packages in our blog post.

Marc Metric, CEO at Saks Global Testimonial

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