Salesforce For Real Estate: Comprehensive Guide
Read now
Salesforce For Real Estate: Comprehensive Guide
Read now
AscendixRE CRM

Commercial Real Estate CRM on top of Salesforce
Ascendix Search

Advanced Search & Productivity App for Salesforce users
AscendixRE СRM for Capital Markets

CRM for Capital Markets
Ascendix Composer

Document Generation Software for Salesforce users
AscendixRE CRM for Land Brokers

CRM for Land Brokers
MarketSpace

Property Listings Portal and Secure Deal and Collaboration Rooms

Agentforce Quick Start Package

Ascendix is a member of the Agentforce Partner Network and Salesforce Summit Partner.
We combine 20+ years of Salesforce consulting leadership with a rapidly growing AI engineering practice. ​

Contact Us

Agentforce Quickstart Package Description | Ascendix

Kickstart Your Agentforce Implementation Project

Let Ascendix simplify your Agentforce journey with rapid deployment, seamless configuration, and budget-friendly implementation to power your AI-driven growth.

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

What's Inside Our Agentforce Quickstart Package​

List checkmark orange icon

Kick-off Call​​ & Requirements Collection

We allocate up to 30 hours to cover all project activities from initial idea and planning through go-live and post-launch support.​ Our experts will collect requirements, review business processes review, and set up project.

List checkmark orange icon

Service Agent Configuration​

Utilizing the provided Agentforce license, we will create a new role by defining the agent’s summary and purpose, with complete Service Agent configuration.​

List checkmark orange icon

Topics Configuration​

Our team will develop up to three topics by outlining their scope, providing up to five instructions, and adding labels and classification descriptions.​

List checkmark orange icon

Action Configuration​

We will set up actions using simple flows (up to three flows per topic) for tasks like record creation or single-object searches. ​​

List checkmark orange icon

Flow Creation

Our professionals will create one flow to be triggered by an Agentforce conversation. ​

List checkmark orange icon

User Training​ & Post-Go-Live Support​

We provide 2 hours of the post-go-live support, addressing any ongoing concerns and comprehensive training sessions, enabling users to effectively utilize system features.

Agentforce Expansion Options | Ascendix

Accelerate Your Agentforce Rollout Success

From straightforward Agentforce setups to fully customized AI solutions, let our specialists support your organization.

Full Name
Work Email

By submitting this form, you agree to Ascendix Privacy Policy

More AI Services and Solutions We Provide​

If you’re looking for additional AI support beyond the Quickstart Package, Ascendix brings extensive expertise in AI consulting and custom AI solutions. We’re here to help you implement advanced AI tools and take your business transformation to the next level. ​

Salesforce AI Tools Selection

Through AI integration, we help harness the power of add-ons into one cohesive experience within your Salesforce system. By establishing optimized connections between your CRM and third-party AI tools, apps, or trained models, we centralize insights and AI capabilities from all sources.

Learn More

Custom AI Development

Beyond packaged tools we can develop completely custom AI solutions. This can include automating workflows like data entry, document abstraction, custom recommendation engines, predictive models, chatbots and more. Our team uses the latest technologies to ensure seamless integration and compatibility.

Learn More

Salesforce AI Integration​

We help you harness the power of add-ons into one experience within your Salesforce system. By connecting your CRM to third party AI tools, apps or trained models we centralise insights and AI capabilities from all sources.

Learn More

Data Engineering​

Our data engineering team trains models on high quality datasets after source managing, cleansing, structuring and enriching. We verify integrity and add relevant attributes to future proof your data assets and make them compliant with AI policies.

AI Data Entry Automation

Our developers can build a custom AI data entry tool from scratch or on top of our IDP framework and integrate it with your Salesforce instance. We can train AI models on specific databases or your data, be it invoices, receipts, contracts or anything else.

Learn More

AI Document Abstraction​

We specialise in building custom AI document extraction software for your business. Our AI document extraction solutions streamline workflows through AI abstraction, document data extraction and automated data entry, removing bottlenecks and increasing efficiency.

Learn More

Explore AI Solutions for Real Estate by Ascendix Tech

Visit Ascendix Tech

Frequently Asked Questions

Why Choose Ascendix?

Ascendix was founded in 1996 as a salesforce automation company. Today, we are experts in Salesforce and offer a range of services, including custom software development, cloud migration, and ongoing support. Check our case studies to learn about projects we delivered.

  • 27 years in the CRM business
  • 20+ years of Salesforce experience
  • 17 CRM products and apps
  • 3 AppExchange apps and thousands of Salesforce users we support
  • 150+ Salesforce certified professionals
  • Onshore and Offshore engagement models for cost compression
  • Top CRM consulting & custom software development company on Clutch.co

How long does it take to deploy the Agentforce Quick Start?

Deploying the Agentforce Quick Start typically takes around 2 to 3 weeks from kickoff to going live. That timeframe can shift depending on your specific needs, the state of your existing Salesforce environment and how quickly our team can get started.

Which features and customizations are included in the Quick Start package?

We include a lot in our Quick Start package. That means creation of a customized agent role, setting up up to three topics with clear instructions, labels and classification descriptions—and actions with simple flows (up to three per topic). You’ll also get user training and support to make sure you adopt Agentforce successfully.

Can I further customize or extend my Agentforce solution later?

Definitely. After your Quick Start implementation, you can further enhance Agentforce through additional configurations, integrations with external websites or Salesforce Experience Cloud, multi-language support, customized development using Apex, advanced analytics, and more. These enhancements can be tailored as your business evolves.

What kind of user training and support do you provide after implementation?

We provide structured user training sessions, customized training materials for your team and a hands-on demo of the system’s features. We also offer up to two hours of dedicated support after you go live to address any issues or questions your team might have.

What does my company need before starting the Agentforce Quick Start implementation?

Before starting implementation, your organization needs an active Salesforce environment and appropriate Agentforce licenses. Additionally, we recommend identifying key team members responsible for feedback, training participation, and system validation during implementation to ensure a smooth and efficient process.

Contact Us

Request Professional Services
Request a Demo or Trial
Contact Ascendix
First Name
Last Name
Work Email
Business Phone
Message
I need help with:

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info
+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com

Contact Sales Team
First Name
Last Name
Work Email
Business Phone
Message
Select products you are interested in:

By submitting this form, you agree to Ascendix Privacy Policy

Contact Info
+1 888-346-3276 Ext 2 +1 972-889-8090

Ascendix Corporate Office
12222 Merit Drive Suite 1550
Dallas, Texas 75251

Ascendix User? Need help? Send your support requests to support@ascendix.com