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AE Command Center · Agentforce and AI Find the Agentforce opportunity in your account. Then qualify it honestly.
Tell the finder about the customer and it ranks 40 documented Agentforce, Data 360 and AI use cases by fit, with discovery questions, readiness checks, dependencies and a link to Salesforce's own documentation for each. Reviewed October 27, 2026.
All use cases
40 use cases, grouped by team.
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SalesGenerally available Outbound prospecting agent that researches accounts and recommends buyers Agentforce Prospecting researches target accounts, finds likely buyers, and gives reps a prioritized list of accounts and contacts. It combines CRM history such as calls, meetings and email with research from Salesforce and third-party data sources, then can create lead and contact records for reps to work. Sales Cloud · Agentforce · Agentforce for Sales
Discovery questions
- How many hours a week does a rep spend researching accounts before outreach?
- Which data sources do reps use for prospecting today, and which live outside Salesforce?
- How do you decide which accounts each rep should work this week?
- Is your motion mostly outbound, inbound, or product-led?
Readiness checks
- Is outbound prospecting a major source of your pipeline today?
- Do you have a written ideal customer profile the agent can follow?
- Are duplicate leads and contacts under control?
- Do reps have a set process for working a daily prospect list?
Dependencies
- Clear ideal customer profile and prospecting criteria written down
- Account and contact data clean enough to avoid duplicate leads
- Third-party data vendor connection if you want external contacts
- Usage credits budgeted with your Salesforce account team
- Rules for how agent-generated prospects get assigned to reps
Value to measure
- Less time spent on manual account and contact research. Measure research hours per rep and time from account assignment to first touch.
- More consistent account qualification across regions and segments. Measure the share of worked accounts that match your ideal customer profile.
- More conversations started from the same headcount. Measure new contacts engaged and meetings set per rep.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Learn About Agentforce Prospecting · Salesforce Help: AI Sales Agents
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · MarketingGenerally available Autonomous email outreach and nurture for prospects (Agentforce Engagement) Agentforce Engagement (formerly Agentforce Lead Nurturing, often called the SDR agent) sends personalized first-touch and follow-up emails to leads, contacts and person accounts, answers prospect questions grounded in company information, handles opt-outs, and hands interested prospects to reps to book a meeting. It runs on a schedule you set and can send as the record owner. Sales Cloud · Agentforce · Agentforce for Sales · Data 360
Discovery questions
- What happens today to leads that reps do not get to within a day or two?
- How many touches does a typical lead get before it is dropped?
- Who owns lead follow-up today, marketing or sales?
- Would you want the agent to send as the rep or as a shared sender?
Readiness checks
- Do you have more leads than reps can follow up on quickly?
- Is your product and pricing content current enough for the agent to cite?
- Who will review agent emails during the first weeks?
- Do you have clear opt-out and compliance rules for email outreach?
Dependencies
- Agent user record, email account and permission sets configured
- Approved company content for the agent to answer questions from
- Rules for which prospects the agent works (manual, automated actions or Flow)
- Review and approval process for agent emails during rollout
- Einstein Activity Capture connected for user email accounts if sending as the seller
Value to measure
- Every lead gets timely, consistent follow-up. Measure time to first touch and the share of leads with no activity.
- Reps spend their time on prospects who have replied with interest. Measure meetings booked from agent-worked leads and rep hours spent on cold follow-up.
- Fewer missed opt-out requests. Measure opt-out handling time and compliance exceptions.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Engagement Overview · Salesforce Help: AI Sales Agents
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · MarketingGenerally available Website chat agent that captures, qualifies and books inbound leads The Inbound Lead Generation agent template engages website visitors through web chat or messaging, answers questions, captures lead details and schedules meetings with sales. Agentforce Qualification then rates the lead and writes a summary with the reasoning and a suggested next step for the rep. Existing Agentforce Service agents can also add lead generation subagents. Sales Cloud · Agentforce · Agentforce for Sales
Discovery questions
- What happens when a buyer visits your site after hours?
- How do you qualify inbound leads today, and who does it?
- How long does it take from form fill to a booked meeting?
- What share of inbound leads turn out to be poor fit?
Readiness checks
- Do you already run chat on your website?
- Can you describe what makes a lead qualified in a few sentences?
- Are rep calendars connected so meetings can be booked directly?
- Is lead routing reliable today?
Dependencies
- Messaging for In-App and Web (or other messaging channel) set up on the website
- Qualification criteria defined in plain language
- Calendar access and meeting scheduling permissions for reps
- Lead routing and assignment rules that the agent can hand off to
- Approved product content for answering visitor questions
Value to measure
- Visitors get answers and meetings without waiting for business hours. Measure after-hours conversations and meetings booked from chat.
- Reps see a rating and reason before they call. Measure rep time spent qualifying and conversion from meeting to opportunity.
- Less manual lead entry. Measure leads created by the agent versus by hand.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Inbound Lead Generation · Salesforce Help: Agentforce Qualification
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · MarketingGenerally available Piper inbound SDR agent for website and email buyers Piper is a job-ready inbound SDR agent from Qualified (a Salesforce company) that engages website visitors by text, voice or video, qualifies them in real time, and books meetings on the right seller's calendar. It writes leads and conversation transcripts back to Salesforce and can brief reps in Slack. Salesforce describes Piper as the inbound counterpart to the Agentforce SDR agent. Sales Cloud · Marketing Cloud · Slack
Discovery questions
- How many website visitors talk to a person today before they leave?
- What happens to a high-intent visitor at 9 p.m.?
- Do different segments (enterprise, public sector, existing customers) need different conversations?
- How are inbound meetings booked and routed now?
Readiness checks
- Is your website a major source of pipeline?
- Are routing and territory rules in Salesforce current?
- Do you have approved content Piper can use to answer product questions?
- Who will own Piper's persona, playbooks and tuning?
Dependencies
- Qualified installed and connected to Sales Cloud lead, contact and routing data
- Curated knowledge of approved website and product content
- Routing rules and territory logic for handing off meetings
- Calendar integration for seller scheduling
- Admin decisions on persona, voice and personalization settings for privacy
Value to measure
- High-intent visitors get an immediate conversation and meeting. Measure conversations started, meetings booked and show rate.
- Reps receive a briefing and transcript before the meeting. Measure rep prep time and meeting-to-opportunity conversion.
- Cleaner lead records from the first touch. Measure duplicate and incomplete inbound leads.
Availability: Generally available (listed as GA now in Salesforce's Sept 11, 2026 announcement; Salesforce Help knowledge article published April 1, 2026)
Salesforce documentation: Salesforce Help: Learn about Piper, the AI SDR Agent and its Core Capabilities · Salesforce on Salesforce: Salesforce launches AI SDR Piper with Qualified · Salesforce News (Sept 11, 2026): Salesforce Expands Agentforce With a New Portfolio of AI Agents Built for High-Value Work
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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SalesPilot now; general availability planned for November 2026 Hunter outbound sales agent that works pipeline over weeks Hunter is a job-ready outbound sales agent that learns how your team sells from connected data and works alongside reps: researching accounts, surfacing prospects, drafting outreach and building cadences for rep review. It is the first agent on Salesforce's long-horizon runtime, so it can pursue a goal across days and weeks. It runs in Agentforce Coworker. Sales Cloud · Agentforce · Agentforce Coworker
Discovery questions
- How much of a rep's week goes to research and writing outreach versus talking to buyers?
- Which outbound plays work best for your top reps?
- How do you keep multi-week outbound efforts from stalling?
- Are sellers already using Agentforce Coworker?
Readiness checks
- Are you willing to join a pilot or wait for November GA?
- Is your activity and email data captured in Salesforce today?
- Do you have defined cadences and messaging that the agent can learn from?
- Who will review agent-built cadences?
Dependencies
- Agentforce Coworker turned on for sellers
- Connected data on how your team sells (activity, email, call history)
- Rep review step for outreach and cadences
- Clear account and territory ownership
- Pilot participation or GA timing confirmed with Salesforce
Value to measure
- Reps spend more of their week in conversations. Measure selling time versus prep time.
- Outbound plays run consistently across the team. Measure cadence completion and reply rates by rep.
Availability: Pilot now; general availability planned for November 2026 (Salesforce announcement, Sept 11, 2026)
Salesforce documentation: Salesforce News (Sept 11, 2026): Salesforce Expands Agentforce With a New Portfolio of AI Agents Built for High-Value Work · Salesforce: Sales Cloud Product Releases · Salesforce Blog: 21 Things We Announced at Dreamforce 2026
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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SalesGenerally available Opportunity field updates and follow-up suggestions from calls, emails and notes With Agentforce Pipeline Management, the Sales agent reviews recent notes, voice and video calls and emails, then suggests opportunity field updates, follow-up emails and meeting requests. Reps accept, edit or decline suggestions in Pipeline Inspection, with the rationale and sources shown, and admins can let selected fields update without approval. Notifications can also arrive in Slack. Sales Cloud · Agentforce for Sales · Slack
Discovery questions
- How current are next steps and close dates when you run your pipeline review?
- How much time do reps spend updating opportunities after calls?
- Which fields do managers chase reps to fill in?
- Do reps already work in Slack?
Readiness checks
- Do managers use Pipeline Inspection today?
- Are call recordings, emails and notes captured in Salesforce?
- Which opportunity fields are most often stale?
- Are you comfortable letting the agent update some fields without approval?
Dependencies
- Agentforce for Sales add-on for each user (or Agentforce 1 Sales or an industry edition)
- Pipeline Inspection in use
- Calls, emails and notes captured in Salesforce as source data
- Written field update instructions for each field the agent maintains
- Decision on which fields may update autonomously
Value to measure
- Fewer stale opportunity fields. Measure the share of open opportunities with next steps updated in the last week.
- Less after-call admin for reps. Measure time spent on opportunity updates and suggestion acceptance rate.
- Faster follow-up after meetings. Measure time from meeting to follow-up email.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Pipeline Management Overview · Salesforce Help: Agentforce Sales Management
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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SalesGenerally available Account research, meeting briefs and account plan suggestions With Agentforce Account Management, the Sales agent researches accounts using internal data (opportunities, cases, contacts, account plans) and web data such as company news and industry trends. It builds account briefs for meeting prep, summarizes recent calls, emails and notes, recommends next steps, suggests account plan objectives, and keeps key account fields current. Sales Cloud · Agentforce for Sales
Discovery questions
- How long does it take a rep to prepare for a strategic account meeting?
- Where do reps find company news and priorities today?
- How often are account plans actually updated?
- Do reps know about open service issues before customer meetings?
Readiness checks
- Do account managers maintain account plans in Salesforce?
- Can sellers see service cases on their accounts?
- Is web research allowed under your data policies?
- Which account fields need regular updates?
Dependencies
- Agentforce for Sales add-on for each user
- Account plans and related records maintained in Salesforce
- Web search provider configured for external research
- Field update instructions for account fields
- Service case data visible to sellers where appropriate
Value to measure
- Faster, more consistent meeting prep. Measure prep time per meeting and use of generated briefs.
- Account plans stay current. Measure account plan update frequency and objectives with owners.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Account Management Overview
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · FinanceRolling out from October 19, 2026 Forecasting agent that explains pipeline changes and flags deals Forecasting Agent supports the forecast cycle: it summarizes what changed since last week, calls out deals that need attention to hit quota, finds quick wins, explains deal scores, and helps managers prepare and submit forecast notes. Users ask Agentforce from the forecast page. Sales Cloud · Agentforce for Sales
Discovery questions
- How much time do managers spend each week preparing the forecast call?
- How do you spot deals that slipped since last week?
- Where do forecast notes and commentary live today?
- How often does the forecast change late in the quarter?
Readiness checks
- Do managers submit forecasts in Salesforce today?
- Are opportunity stages and close dates reliable?
- Is opportunity scoring turned on?
- Who reviews forecast notes before submission?
Dependencies
- Collaborative Forecasts configured and in regular use
- Opportunity scoring and deal insights turned on
- Consistent opportunity stage and close date hygiene
- Forecasting Agent turned on in Forecast Settings
Value to measure
- Less manual forecast prep. Measure manager hours spent preparing forecasts.
- Earlier attention on at-risk deals. Measure how often flagged deals are acted on and late-quarter forecast changes.
Availability: Rolling out from October 19, 2026 (Winter '27 release notes); requires Agentforce for Sales add-on or Agentforce 1 Edition
Salesforce documentation: Salesforce Winter '27 Release Notes: Generate Accurate Forecasts with Forecasting Agent · Salesforce Help: Get Forecast Insights with Agentforce
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · ServiceGenerally available AI sales coach for role-play and pitch feedback Agentforce Sales Coach gives reps personalized feedback using CRM data. For early-stage opportunities it reviews a rep's pitch, and for negotiation or proposal stages it plays the customer in a role-play and then gives detailed feedback. Ready-to-use scenarios can be customized for your competitors, sales methodology and service calls. Sales Cloud · Agentforce · Data 360
Discovery questions
- How do new reps practice before a big negotiation?
- How much time do managers spend on deal coaching each week?
- Where are your reps most often losing deals?
- How do you onboard new hires on competitors and pricing?
Readiness checks
- Do you have a defined sales methodology reps are expected to follow?
- Are competitor and pricing materials current?
- Do front-line managers have time for regular role-play today?
- Will reps practice if it is not required?
Dependencies
- Foundations or Agentforce 1 Edition with Data 360
- Opportunity stages that map to coaching scenarios
- Sales methodology and competitor content for grounding
- Usage credits planned (each feedback request consumes a conversation)
- Manager plan for reviewing coaching usage reports
Value to measure
- More practice before high-stakes calls without taking manager time. Measure role-play sessions per rep.
- More consistent pitches across the team. Measure methodology adherence in call reviews and ramp time for new hires.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Sales Coach Overview · Salesforce Help: Agentforce Sales Coach Billing and Usage
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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SalesGenerally available Automatic call summaries and conversation insights for sales calls Einstein Conversation Insights generates a summary for recorded voice and video calls that includes customer impression and next steps, and can detect custom insights defined in plain language. Summaries can be shared with the team and appear on call records. Sales Cloud · Agentforce for Sales
Discovery questions
- How do reps capture next steps after a call?
- How do managers find out what was said on key calls?
- Which call topics would you track if it were easy?
- Which video and voice tools does the team use?
Readiness checks
- Are sales calls recorded today, and with which tool?
- Do you have consent language in place for recording?
- Which topics (competitors, pricing, objections) do managers want flagged?
- Do reps write call notes in Salesforce today?
Dependencies
- Einstein Conversation Insights licenses and a connected call recording provider
- Recording consent process that meets your legal requirements
- Custom insight instructions for the topics you care about
- Generative AI features turned on in Setup
Value to measure
- Fewer manual call notes. Measure time spent on post-call notes and share of calls with a saved summary.
- Managers see call content without listening to recordings. Measure calls reviewed per manager.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Call Summaries and Generative Conversation Insights Powered by Einstein Generative AI
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Customer-facing service agent for common questions and requests An Agentforce Service agent connects to customer channels such as enhanced messaging, resolves common inquiries on its own using your knowledge and actions, and escalates complex or sensitive requests to service reps through Omni-Channel Flow. You start from the default Service Agent template or a more specialized one. Salesforce also announced a job-ready help agent named Casey (GA) for voice, SMS, WhatsApp and web chat. Service Cloud · Agentforce · Data 360
Discovery questions
- What are the most common questions your team answers every day?
- What share of those could be answered from existing articles?
- What do customers do after hours today?
- Which requests must always go to a person?
Readiness checks
- Is your knowledge base current and owned by someone?
- Do you know your top ten contact reasons by volume?
- Can those requests be completed with a flow or API today?
- Is Omni-Channel routing in place for handoff to reps?
Dependencies
- Knowledge articles that are accurate and current
- Enhanced messaging channel and Omni-Channel routing for escalation
- Agent user with the right data access
- Actions (flows or Apex) for the requests you want fully resolved
- Testing plan for subagents before launch
Value to measure
- Common questions resolved without a rep. Measure containment (resolved by agent) and escalation rate.
- Faster first response around the clock. Measure first response time and after-hours resolution.
- Reps spend time on complex cases. Measure handle time and backlog for escalated cases.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Service Agent · Salesforce Help: Create an Agent from an Agentforce Service Agent Template · Salesforce News (Sept 11, 2026): Salesforce Expands Agentforce With a New Portfolio of AI Agents Built for High-Value Work
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available. Salesforce Help lists English only; the Dreamforce 2026 announcement lists Spanish, Italian, German, Portuguese, Japanese and Canadian French as GA. Confirm language support for your org. Voice-enabled service agent for phone support Agentforce Voice lets an Agentforce Service agent understand spoken requests and respond by voice, using speech-to-text, the agent's subagents and actions, and text-to-speech. It handles phone inquiries with the same actions and guardrails as your digital agent and hands off to reps when needed. Service Cloud · Agentforce · Salesforce Voice
Discovery questions
- What share of your contacts still come by phone?
- What do callers wait for most often?
- Do you have IVR menus customers complain about?
- Which phone requests are simple enough to automate?
Readiness checks
- Is Salesforce Voice in place or planned?
- Does a digital service agent already handle common requests well?
- Which languages must the phone agent support?
- What are your rules for when a caller must reach a person?
Dependencies
- Foundations or Agentforce 1 Edition plus Salesforce Voice add-ons
- A working Agentforce Service agent with tested subagents
- Telephony set up through Salesforce Voice
- Voice-specific instructions and escalation paths
- Monitoring plan for voice sessions
Value to measure
- Callers get help without waiting in queue for simple requests. Measure average speed of answer and phone containment.
- Reps take fewer repetitive calls. Measure call volume reaching reps by reason.
Availability: Generally available. Salesforce Help lists English only; the Dreamforce 2026 announcement lists Spanish, Italian, German, Portuguese, Japanese and Canadian French as GA. Confirm language support for your org.
Salesforce documentation: Salesforce Help: Agentforce Voice · Salesforce Blog: 21 Things We Announced at Dreamforce 2026
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Service Assistant for step-by-step resolution guidance on cases, chats and calls Agentforce Service Assistant is a proactive agent on case, messaging session and voice call pages. It gives reps a record summary and a step-by-step service plan grounded in your records, subagents, actions and knowledge articles, plus optional Case Catch-Up and Insights and Service Replies. Service Cloud · Agentforce for Service
Discovery questions
- How long does it take a new rep to handle cases on their own?
- How do reps find the right article or procedure today?
- Which case types have the most variation in how they are handled?
- How much time do reps spend reading history before responding?
Readiness checks
- Are reps working in the Lightning Service Console?
- Is your knowledge base structured by issue type?
- Do you have documented resolution steps for your top case types?
- Who will maintain service plans over time?
Dependencies
- Agentforce for Service licensing confirmed for case, messaging and voice
- Knowledge articles and subagents for grounding
- Agent actions and quick actions reps can trigger from the plan
- Eligibility criteria for which records get a plan
- Testing of guidance plans before rollout
Value to measure
- Reps reach a resolution with fewer searches. Measure average handle time and article searches per case.
- New reps ramp faster. Measure time to proficiency and escalation rate for new hires.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce Service Assistant
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Drafted replies for chat, messaging and email grounded in knowledge Service Replies follows a messaging or chat conversation and drafts relevant replies for reps to review, edit and send. For email, reps can draft replies from recommended knowledge articles on the case. Replies can be grounded in Knowledge or uploaded files through an Agentforce Data Library. Service Cloud · Agentforce for Service
Discovery questions
- How long does it take a rep to write a typical reply?
- How consistent is tone and accuracy across reps?
- Do reps copy from articles or templates today?
- Which channels have the longest response times?
Readiness checks
- Do reps answer most questions in chat, messaging or email?
- Is your knowledge base complete enough to ground replies?
- Do you have brand tone guidance for written replies?
- Will supervisors review reply quality early on?
Dependencies
- Generative AI turned on and Service Replies enabled
- Knowledge base or Agentforce Data Library for grounding
- Article Recommendations set up for email replies
- Rep permissions and console components configured
Value to measure
- Faster written responses with consistent tone. Measure handle time and time to first reply.
- More answers grounded in approved content. Measure reply acceptance rate and quality review scores.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Einstein Service Replies
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available for enhanced messaging, voice, email and chat. Work Summaries for Case Automatic summaries at the end of chats, calls and emails Einstein Work Summaries predicts a summary, issue and resolution at the end of a conversation or from the case page. For enhanced messaging and voice calls, summaries generate automatically for reps to review and save, and admins can turn on automatic saving. Summaries are also available through the Summarize Record agent action. Service Cloud · Agentforce for Service
Discovery questions
- How long does after-contact work take per interaction?
- How complete are case notes today?
- Do customers have to repeat themselves when a case is transferred?
- Who reads case history and why?
Readiness checks
- Which channels do your reps use most?
- Do you have fields for issue and resolution on conversation records?
- Do supervisors read wrap-up notes today?
- Would you allow summaries to save without rep review?
Dependencies
- Enhanced Messaging, Salesforce Voice or email channels in use
- Summary fields mapped on the record
- Wrap-up component added to record pages
- Decision on whether summaries save automatically or after rep review
Value to measure
- Less after-contact work. Measure wrap-up time per interaction.
- More complete case history for handoffs. Measure share of interactions with a saved summary and repeat-explanation complaints.
Availability: Generally available for enhanced messaging, voice, email and chat. Work Summaries for Case (beta) was scheduled for retirement on September 30, 2026; Salesforce recommends Enhanced Summaries for case summaries.
Salesforce documentation: Salesforce Help: Show AI-Generated Summaries with Einstein Work Summaries · Salesforce Winter '27 Release Notes: Work Summaries for Case (Beta) Is Being Retired
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Draft knowledge articles from resolved cases and records Einstein Knowledge Creation lets reps draft knowledge articles from any record, such as cases, incidents or work orders, using standard or custom Prompt Builder templates. Reps review, edit and save the draft, can create articles conversationally through Agentforce, and can revise existing articles with Knowledge Edits. Service Cloud · Prompt Builder · Agentforce for Service
Discovery questions
- How many new issues each month never get an article?
- How long does it take to publish an article after a new issue appears?
- Who writes articles today, and how much time does it take?
- Do your self-service and agent channels share the same knowledge?
Readiness checks
- Is Lightning Knowledge in use?
- Who approves and publishes new articles?
- Do you have article templates by type (how-to, troubleshooting)?
- Do resolved cases contain enough detail to draft from?
Dependencies
- Lightning Knowledge set up with defined record types
- Field mapping from generated responses to article fields
- Article review and publishing workflow
- Prompt templates tuned to your article structure
Value to measure
- Knowledge keeps pace with new issues. Measure articles created per month and time from first case to published article.
- Better answers for agents and self-service. Measure article usage and deflection from articles.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Einstein Knowledge Creation
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Predict case fields and route cases with Einstein Case Classification Einstein Case Classification learns from closed cases to predict values for case fields such as type, reason or priority when a case is created, and Case Wrap-Up suggests values when a chat ends. With the Einstein for Service add-on, predictions can fill fields automatically and help route cases. Service Cloud · Agentforce for Service
Discovery questions
- How often do cases land with the wrong team?
- How much time do reps spend triaging new cases?
- Which case fields are most often wrong or blank?
- How is routing configured today?
Readiness checks
- Are case type and reason fields filled in consistently today?
- How many closed cases do you have per category?
- Is routing driven by those fields?
- Who will monitor model performance?
Dependencies
- Enough closed cases with reliable field values to train a model
- Picklist, checkbox or lookup fields chosen for prediction
- Routing rules or flows that use the predicted values
- Einstein for Service add-on for automation and multiple models
Value to measure
- Cases reach the right team sooner. Measure reassignment rate and time to first touch.
- Less manual triage. Measure fields auto-filled and rep triage time.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Autofill Case Fields with Einstein Case Classification Apps
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Proactive service outreach using Data 360 signals Proactive Service uses Data 360 and Agentforce to detect service-related signals, build a watchlist of affected customers, and reach out with a resolution path through a Service Agent topic or guided troubleshooting plan. It moves support from waiting for contacts to reaching customers before they ask. Service Cloud · Data 360 · Agentforce · Experience Cloud
Discovery questions
- Which issues could you see coming before customers call?
- How do you notify customers about known problems today?
- Which problems could customers fix themselves with guidance?
- What signals live outside Salesforce today?
Readiness checks
- Do you collect product, device or usage signals that predict service issues?
- Is Data 360 connected to your Service Cloud org?
- Do you have a self-service site customers use?
- Who would own detection rules and outreach?
Dependencies
- Foundations or Agentforce 1 Editions with Data 360 connected
- Product or usage signals ingested into Data 360
- Service Data Kit and calculated insights deployed
- Agentforce Service agent and Experience Cloud site for fulfillment
- Detection rules and service campaigns defined
Value to measure
- Fewer inbound contacts for known issues. Measure contact volume for issues covered by proactive campaigns.
- Customers resolve issues sooner. Measure self-service completion after outreach and CSAT.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Proactive Service for Self-Service
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Field service · ServiceGenerally available; the Customer Outreach Scheduling agent in the new Agentforce Builder is part of the Winter '27 release Scheduling agent for customer bookings, reminders and rebooking Field Service scheduling agents let customers book, change or cancel appointments, including by voice, and a Customer Outreach Scheduling agent reaches out to rebook appointments, schedule maintenance, send interactive reminders, request confirmation and handle cancellations. Field Service · Agentforce · Service Cloud
Discovery questions
- How many calls a day go to booking and rescheduling?
- How do you remind customers of upcoming visits?
- What happens to the schedule when a customer cancels the night before?
- Do you schedule preventive maintenance proactively?
Readiness checks
- Is Field Service scheduling optimization in use today?
- Do customers book appointments by phone, web or messaging?
- Are no-shows or late cancellations a problem?
- Which appointment types can be booked without a dispatcher?
Dependencies
- Field Service scheduling policies and operating hours configured
- Messaging or voice channels for customer conversations
- Service territories and resource skills kept current
- Agentforce Service or Employee agent licensing for outreach
Value to measure
- Dispatchers spend less time on booking calls. Measure booking and reschedule contacts handled by the agent.
- Fewer wasted trips. Measure no-show and same-day cancellation rates.
Availability: Generally available; the Customer Outreach Scheduling agent in the new Agentforce Builder is part of the Winter '27 release
Salesforce documentation: Salesforce Winter '27 Release Notes: Agentforce for Field Service · Salesforce: Field Service Management Software
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Field serviceGenerally available Pre-work briefs and post-work summaries for technicians Agentforce for Field Service mobile workers gives technicians a generated brief on their next work order with customer history and asset insights, answers from knowledge, guided troubleshooting and data capture from images, and a post-work summary when the job is done. It runs in the Field Service mobile app on iOS and Android. Field Service · Agentforce · Prompt Builder
Discovery questions
- How do technicians prepare before arriving on site?
- How often do repeat visits happen because something was missed?
- How long does job write-up take at the end of a visit?
- Where does troubleshooting knowledge live today?
Readiness checks
- Do technicians use the Field Service mobile app today?
- Is asset and work history recorded on work orders?
- Do you have repair knowledge articles?
- How do technicians write up completed work today?
Dependencies
- Field Service Mobile licenses and the Field Service mobile app
- Einstein for Field Service add-on (or Einstein 1 Field Service Edition)
- Agentforce Employee Agent add-on for the mobile work template
- Asset and service history kept on work orders
- Knowledge articles for common repairs
Value to measure
- Technicians arrive better prepared. Measure first-time fix rate and repeat visits.
- Less end-of-job paperwork. Measure write-up time and completeness of work summaries.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce for Field Service Mobile Workers · Salesforce: Field Service Management Software
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Field service · OperationsGenerally available as marketed on the Salesforce Field Service product page Dispatcher assistant in the dispatch console Agentforce for Dispatchers lets dispatchers use natural language in the dispatch console to find appointments that need attention, fill schedule gaps and locate missing parts without leaving the console. Supervisors can also monitor customer conversations with Agentforce in one place. Field Service · Agentforce
Discovery questions
- How do dispatchers find jobs at risk of missing their window?
- What happens when a job needs a part the technician does not have?
- How much of the day goes to manual schedule fixes?
- How do you fill gaps after cancellations?
Readiness checks
- Do dispatchers work in the Field Service dispatch console?
- Is parts inventory tracked in Salesforce?
- How many appointments does each dispatcher manage daily?
- Are scheduling policies documented?
Dependencies
- Field Service dispatch console in use
- Inventory and parts data in Salesforce
- Scheduling policies and service territories configured
- Agentforce licensing for dispatchers
Value to measure
- Dispatchers spot at-risk jobs faster. Measure SLA compliance and jobs rescheduled same day.
- Better use of technician time. Measure schedule utilization and idle gaps.
Availability: Generally available as marketed on the Salesforce Field Service product page (no beta or pilot label, checked 2026-10-27)
Salesforce documentation: Salesforce: Field Service Management Software
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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MarketingGenerally available Campaign brief and multichannel campaign drafts with the Campaign Creation agent In Marketing Cloud Next, marketers describe a campaign objective and the Campaign Creation agent drafts a brief, campaign preview, audience, messages and flow, grounded in brand voice and strategic fields such as goals and guardrails. Marketers refine content in Content Builder and use AI to analyze campaign performance. Marketing Cloud · Agentforce · Data 360
Discovery questions
- How long does it take to go from campaign idea to launch?
- How many people touch a typical campaign brief?
- Where do campaigns stall today?
- How do you reuse past campaign content?
Readiness checks
- Are you on Marketing Cloud Next, Account Engagement+ or Engagement+?
- Do you have written brand guidelines?
- Are audiences available in Data 360?
- Who approves campaign content before launch?
Dependencies
- Marketing Cloud Next (including Account Engagement+ or Engagement+) with AI features turned on
- Brand voice and CMS brand set up for grounding
- Data 360 audiences available for targeting
- Review and approval process for generated content
- Confirmed language support (Content Creation agent supports English US)
Value to measure
- Shorter time from brief to launch. Measure campaign build cycle time.
- More campaigns from the same team. Measure campaigns launched per marketer per quarter.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27). Brand Center is in limited GA.
Salesforce documentation: Salesforce Help: Agentforce Agents in Marketing Cloud Next · Salesforce Help: Considerations for the Content Creation Agent in Marketing Cloud Next
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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MarketingAvailable in late October 2026 Self-optimizing agentic campaigns that pick channel, content and timing per person Agentic campaigns select the campaign, channel, content and timing for each individual customer toward a goal the marketer chooses, with full visibility into what the agent is doing and settings for how much it handles on its own. Content can come from agentic content or any CMS. Marketing Cloud · Agentforce · Data 360
Discovery questions
- How do you decide which channel and send time to use for each customer?
- How many campaigns compete for the same customer each month?
- How often do you test and adjust campaigns after launch?
- Which campaign goals matter most: engagement, pipeline or purchase?
Readiness checks
- Which edition and add-ons do you have today?
- Do you have enough content variants for the agent to choose from?
- Is consent data reliable across channels?
- How much autonomy are you willing to give the agent at first?
Dependencies
- Marketing Cloud Next Advanced, Account Engagement Plus/Advanced/Premium, or Engagement+ with the Salesforce Foundations add-on
- Campaign goals turned on by an admin
- Content prepared in agentic content or a connected CMS
- Consent and contact preferences maintained
- Comfort level set for agent autonomy
Value to measure
- Less manual send-time and channel testing. Measure time spent on campaign optimization.
- More relevant messages per customer. Measure goal conversion and unsubscribe rate by campaign.
Availability: Available in late October 2026 (Winter '27 release notes). Adaptive Campaign Audiences, used to choose between campaigns for one person, is in beta.
Salesforce documentation: Salesforce Winter '27 Release Notes: Run Self-Optimizing Agentic Campaigns · Salesforce: Marketing Software by Marketing Cloud
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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MarketingGenerally available Build audience segments from a plain-language description Einstein Segment Creation in Data 360 turns a high-level description of an audience into a suggested segment with its attributes. Marketers can edit the attributes or change the description to try another draft, then publish and activate the segment. Salesforce does not send PII to third parties when generating segments. Data 360 · Marketing Cloud
Discovery questions
- How long does it take to get a new audience built?
- Who builds segments today?
- How often do campaigns wait on data requests?
- Which attributes do marketers ask for most?
Readiness checks
- Is Data 360 already live with mapped data?
- Do marketers wait on analysts or admins to build segments?
- Are field names and descriptions understandable?
- Where do segments get activated today?
Dependencies
- Data 360 with data streams mapped to the data model
- Field descriptions and sample values that make sense to a reader
- Activation targets configured
- Consent preferences available for segmentation
Value to measure
- Marketers build audiences without a ticket. Measure segment build time and requests to data teams.
- More targeted campaigns. Measure segments created and engagement by segment.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Einstein Segments in Data 360 · Salesforce Help: Create Segments in Data 360
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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CommerceGenerally available Shopper agent for product discovery, reorders and checkout in chat The Shopper Agent for B2C Commerce gives shoppers a chat-based experience on the storefront for product search and recommendations, promotions, FAQs and secure checkout. For B2B stores, the Guided Shopping agent helps buyers discover products, view past orders, reorder and check order status. Salesforce also announced a job-ready shopper agent named Carter (GA). Commerce Cloud · Agentforce
Discovery questions
- Where do shoppers drop off on your site?
- How often do customers contact service to check an order or reorder?
- How do shoppers compare products today?
- What share of your B2B orders are repeat orders?
Readiness checks
- Which Commerce product and storefront architecture do you run?
- Is your product catalog data complete and well attributed?
- Do buyers reorder the same products regularly?
- Do you track shopper agent analytics today?
Dependencies
- B2C Commerce storefront (SFRA, Storefront Next or PWA Kit) or B2B Commerce store
- Agentic Commerce Search configured (B2C product discovery)
- Agentforce Commerce Client for messaging
- Clean product catalog data and attributes
- Order history available to the agent for reorders (B2B)
Value to measure
- Shoppers find products and complete orders in fewer steps. Measure conversion and average order value for agent sessions.
- Fewer order status contacts. Measure order status inquiries to service.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27). B2C requires Agentic Commerce Search for product discovery actions.
Salesforce documentation: Salesforce Help: Shopper Agent for B2C Commerce · Salesforce Help: Agentforce for B2B Commerce · Salesforce News (Sept 11, 2026): Salesforce Expands Agentforce With a New Portfolio of AI Agents Built for High-Value Work
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Commerce · MarketingGenerally available Merchant agent for store setup and merchandising insights Merchant agents help merchandisers work in natural language. Agentforce Merchandising for B2B Stores reduces store creation time and surfaces shopper insights, and the Merchant Agent for B2C Commerce works in Business Manager with a connected Salesforce org. Commerce Cloud · Agentforce
Discovery questions
- How long does it take to launch a new store or catalog section?
- How do merchandisers decide what to feature?
- Where do merchandising requests queue up?
- Which reports do merchandisers wait on?
Readiness checks
- How many people manage your catalog and storefront?
- Is B2C Commerce connected to your Salesforce org?
- Which merchandising tasks take the most clicks today?
- Do merchandisers have access to shopper insights?
Dependencies
- B2B Commerce store, or B2C Commerce connected to a Salesforce org
- Single sign-on configured for B2C Merchant Agent features
- Merchant roles and permissions assigned
- Einstein generative AI and Agentforce turned on
Value to measure
- Faster store and catalog changes. Measure time to publish catalog updates.
- Merchandising decisions informed by shopper data. Measure use of insights and changes made from them.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27). B2C Merchant Agent license requirements are confirmed through your account executive.
Salesforce documentation: Salesforce Help: Agentforce for B2B Commerce · Salesforce Help: Merchant Agent Setup for B2C Commerce
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · Service · MarketingGenerally available Unified customer profiles that ground agents in complete context Data 360 identity resolution builds unified profiles from source records across systems, linking each profile back to its source records without overwriting data. Agents, segments and analytics can then use one view of each customer or account. Data 360 · Agentforce
Discovery questions
- When a customer calls, how many systems does a rep check?
- Where do duplicate customer records come from?
- Which customer data would most improve an agent's answers?
- Do sales, service and marketing see the same customer history?
Readiness checks
- How many systems hold customer records today?
- Do you have shared identifiers such as email or account number?
- Who owns data quality for customer records?
- Have you budgeted Data 360 credits?
Dependencies
- Data streams from each source system into Data 360
- Data model mapping for individuals, accounts and contact points
- Match and reconciliation rules for identity resolution
- Credit budget for unification and queries
- Data governance on which data agents may use
Value to measure
- One view of the customer for people and agents. Measure duplicate rate and systems checked per interaction.
- Better grounded agent answers. Measure escalations caused by missing context.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: About Identity Resolution
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · Service · MarketingGenerally available Calculated insights that give agents and teams ready metrics Calculated insights in Data 360 compute metrics at the profile, segment or population level, such as lifetime value or product usage, using SQL or the Insight Builder. The results can extend segments, enrich records in your org and be added to data graphs that agents use. Data 360
Discovery questions
- Which customer metrics do you wish reps or agents could see on every record?
- How are metrics like lifetime value calculated today?
- How often do different teams report different numbers for the same metric?
- Which segments would you build if you had better metrics?
Readiness checks
- Do teams agree on how key customer metrics are defined?
- Is identity resolution already running?
- Who will build and maintain calculated insights?
- Where should reps and agents see these metrics?
Dependencies
- Unified profiles from identity resolution
- Agreed metric definitions (for example lifetime value or churn signals)
- Data architect who can write SQL or use the Insight Builder
- Plan for where insights appear (records, segments, data graphs)
Value to measure
- Consistent metrics used across teams. Measure metric disputes and manual spreadsheet calculations.
- Better targeting and prioritization. Measure campaign and outreach results for metric-based segments.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Analyze Service Data with Calculated Insights
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · Service · OperationsGenerally available Agentforce Coworker for finding answers and completing tasks across tools Agentforce Coworker gives employees one place to ask questions and get work done: it reads CRM records and other connected tools through Data 360 and answers in a chat. It can propose record creates and updates for review, after checking permissions and picklist values, and can search Google Workspace in real time. Agentforce Coworker · Data 360 · Slack
Discovery questions
- How many tools does a rep open to answer a simple customer question?
- How much time goes to updating records after meetings?
- Where do people look for internal documents today?
- Do you use Google Workspace or Slack heavily?
Readiness checks
- Are employees spending time hunting across apps for information?
- Which data sources should Coworker connect to first?
- Are your org's permissions clean enough to trust search results?
- Is your org on Government Cloud Plus (not supported)?
Dependencies
- Agentforce Coworker turned on with the admin permission set
- Users assigned the Access_Ai_Search permission set group
- Connected data sources such as Salesforce and Google Workspace
- Agent Actions toggle turned on for record changes
Value to measure
- Less time searching across tools. Measure time to find information in user surveys.
- Fewer manual record updates. Measure records updated through Coworker.
Availability: Generally available (Dreamforce 2026: Coworker GA now). Record create and update available the week of Sept 7, 2026. Not supported in Government Cloud Plus.
Salesforce documentation: Salesforce Help: Agentforce Coworker · Salesforce Winter '27 Release Notes: Create and Update Records with Agentforce Coworker · Salesforce Blog: 21 Things We Announced at Dreamforce 2026
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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IT · HRGenerally available; expanded HR agents are part of the Winter '27 release Employee help agents for IT and HR requests Agentforce IT Service and HR Service provide prebuilt agents that resolve employee requests through conversation. HR agents cover payroll, compensation, time and scheduling, onboarding and goals, and connect to existing HR systems through prebuilt MuleSoft for Flow connectors. IT agents create and summarize incidents and approvals and handle IT asset inquiries. Salesforce also announced a job-ready IT and HR agent named Paige (GA) that works across Slack and portals. Service Cloud · Agentforce · MuleSoft · Slack
Discovery questions
- How many tickets does your IT or HR team handle each month?
- What share of those are routine questions such as pay, time off or password resets?
- How long does an employee wait for an answer today?
- Which systems would the agent need to read from?
Readiness checks
- Which HR or IT system holds the data employees ask about?
- Are HR and IT policies documented and current?
- Do employees already use Slack or a portal for help?
- What are the most common employee requests?
Dependencies
- HR Service or Agentforce IT Service set up
- Connection to your HR system of record through MuleSoft for Flow
- Employee knowledge articles and policies
- Clear rules on which requests need human approval
- Slack or portal channel for employees
Value to measure
- Routine requests answered without a ticket. Measure tickets deflected and time to answer.
- IT and HR staff focus on complex cases. Measure backlog and time spent on routine requests.
Availability: Generally available; expanded HR agents are part of the Winter '27 release
Salesforce documentation: Salesforce Winter '27 Release Notes: Agentforce for HR Service · Salesforce Winter '27 Release Notes: Agentforce IT Service · Salesforce News (Sept 11, 2026): Salesforce Expands Agentforce With a New Portfolio of AI Agents Built for High-Value Work
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · Service · Marketing · OperationsGenerally available; conditional expressions and prompt testing are in beta Grounded generative content with Prompt Builder Prompt Builder lets admins build, customize and manage prompt templates that pull in CRM data, so users get grounded drafts such as emails, summaries and record field content, and agents can use the same templates as actions. Winter '27 updates include reference visibility (GA) plus conditional expressions and batch prompt testing (beta). Prompt Builder · Agentforce
Discovery questions
- Which emails or summaries do your people write over and over?
- Where do people copy and paste from records into documents?
- How consistent is tone across customer-facing writing?
- Do you have admins comfortable with flows and formulas?
Readiness checks
- Which repeated writing tasks would you hand to a template first?
- Are the fields you would ground on complete and reliable?
- Who on your team can own prompt templates?
- How will you review output quality?
Dependencies
- Einstein for Platform, Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations
- Clean, well-labeled fields to ground prompts
- Owner for prompt templates and their testing
- Permissions to run prompt templates assigned to users
Value to measure
- Less time on repetitive writing. Measure time per drafted item and template usage.
- More consistent, accurate content. Measure edits needed before sending and quality review scores.
Availability: Generally available; conditional expressions and prompt testing are in beta (Dreamforce 2026)
Salesforce documentation: Salesforce Help: Prompt Builder · Salesforce Blog: 21 Things We Announced at Dreamforce 2026
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · Service · Operations · FinanceGenerally available Tableau Agent for conversational analytics and proactive insights Tableau Agent in Tableau Next (formerly Agentforce for Analytics) lets business users ask questions about metrics and dashboards in plain language and get answers in text and visualizations, based on a semantic model. It also delivers proactive insights and helps data stewards prepare data and build semantic models. It can be turned on in Slack. Tableau Next · Data 360 · Agentforce · Slack
Discovery questions
- How long does a manager wait for an answer to a new data question?
- Which questions do analysts answer over and over?
- Do leaders trust the numbers in current dashboards?
- Where do people want answers: Salesforce, Slack or Tableau?
Readiness checks
- Do you have Data 360 and Tableau Next today?
- Are metric definitions agreed and documented?
- Who answers ad hoc data questions now?
- Which team would pilot first?
Dependencies
- Data prepared in Data 360
- A semantic model made AI-ready with clear definitions
- Analyst who owns testing and calibration
- Phased rollout plan by team
Value to measure
- Managers answer routine questions without an analyst. Measure ad hoc requests to the analytics team.
- Faster decisions on current data. Measure time from question to answer.
Availability: Generally available (renamed Tableau Agent in July 2026; no beta label on the core capabilities, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Tableau Agent in Tableau Next · Salesforce Help: Plan Your Tableau Agent Implementation for Conversational Analytics
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Operations · FinanceGenerally available Marshall for supply chain and finance back-office processes Agentforce Operations uses Marshall, a supply chain and finance operations agent, to turn a plain-language description or uploaded documents into a process blueprint that specialized agents and people carry out together. A Systems Integration Agent learns browser-based applications, including legacy systems without APIs, and creates governed tools with an audit trail. Prebuilt blueprints cover tasks such as invoice auditing, onboarding and PO rescheduling. Agentforce · Agentforce Operations
Discovery questions
- Where do purchase orders, invoices or supplier onboarding get stuck?
- How do you track deadlines across teams in these processes?
- How much rework comes from missed steps?
- Which systems does your team retype data between?
Readiness checks
- Which back-office processes run mostly on email and spreadsheets?
- Do you have written procedures or documents for them?
- Which systems lack APIs today?
- Who owns each process end to end?
Dependencies
- Documented process steps or source documents for each blueprint
- Access to the browser-based systems involved (for example ERP or procurement)
- Approval and permission controls defined
- Process owner for each blueprint
- Blueprint package sized to the number of processes
Value to measure
- Fewer missed steps and handoffs. Measure cycle time and exceptions per process.
- Clear audit record of every action. Measure audit findings and time spent assembling evidence.
Availability: Generally available (Marshall listed as GA now in Salesforce's Sept 11, 2026 announcement). Priced by blueprint packages, not consumption.
Salesforce documentation: Salesforce: Agentforce Operations · Salesforce News (Sept 11, 2026): Salesforce Expands Agentforce With a New Portfolio of AI Agents Built for High-Value Work · Salesforce Blog: 21 Things We Announced at Dreamforce 2026
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · ServiceGenerally available Financial advisor assistance agent for client prep In Financial Services Cloud, the Financial Advisor Assistance agent gives wealth advisors quick client summaries covering portfolio performance, financial goals, life events and financial plans. Agentforce for Financial Services also includes Banking Service Assistance for routine and complex banking requests across voice and Slack. Financial Services Cloud · Agentforce · Prompt Builder
Discovery questions
- How long does an advisor spend preparing for a client review?
- Where do advisors find portfolio and goal information?
- How do advisors learn about life events?
- Which banking requests come in most often?
Readiness checks
- Are financial accounts, goals and life events captured in Financial Services Cloud?
- Which standard objects are you using?
- What compliance review applies to advisor content?
- Do advisors prep for meetings in Salesforce today?
Dependencies
- Financial Services Cloud with Financial Account Management standard objects
- Einstein for Financial Services permission and Financial Advisor Assistance setting
- Goals, life events and financial plans recorded in Salesforce
- Compliance review of generated summaries
Value to measure
- Faster client meeting prep. Measure prep time per review.
- More consistent client conversations. Measure reviews completed per advisor.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27); Financial Services agents are moving to the new Agentforce Builder in Winter '27
Salesforce documentation: Salesforce Help: Create an Agent from the Agentforce Financial Advisor Assistance Template · Salesforce Winter '27 Release Notes: Agentforce for Financial Services
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Claims service agent that files claims for policyholders The Claims Service Customer Assistance agent files a claim for a policyholder, with verification by email code. A related Claims Service Employee Assistance agent supports claims staff. Standard insurance actions cover creating claims, claim items and participants and validating claim dates. Financial Services Cloud · Agentforce · Experience Cloud
Discovery questions
- How do policyholders report a claim today, and how long does it take?
- How much data entry does a claims rep do at first notice of loss?
- What happens to claims reported after hours?
- Where do incomplete claims cause delays?
Readiness checks
- Do policyholders file first notice of loss online today?
- Is policy and claim data in Financial Services Cloud?
- What identity verification do you require?
- Which claim types are simple enough to file automatically?
Dependencies
- Agentforce for Financial Services add-on (or Agentforce 1 Financial Services Edition)
- Insurance policy and claim data model set up
- Verified organization-wide email address for verification codes
- Sharing settings configured for external access
- Claims workflow rules defined
Value to measure
- Claims filed without waiting for a rep. Measure claims filed by the agent and time to first notice of loss.
- Fewer incomplete claims. Measure claims returned for missing information.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Set Up Claims Service Customer Assistance Agent
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Health Cloud agents for contact center, payer and care teams Health Cloud provides agent templates with ready subagents and actions for the contact center (patient data retrieval, eligibility and benefit verification), payer contact center (claims, member coverage, prior authorization and provider network search), home health, patient healthcare and provider matching. Health Cloud · Agentforce · Salesforce Voice
Discovery questions
- How long does a benefits verification or prior authorization lookup take today?
- How many systems does a contact center rep use per call?
- Which member questions are most common?
- How do home health staff prepare for visits?
Readiness checks
- Are you a provider, payer or both?
- Is patient or member data integrated with Health Cloud?
- Which requests consume the most contact center time?
- What privacy review applies to new AI tools?
Dependencies
- Agentforce for Health Cloud and Agentforce Employee Agent add-on licenses
- EMR or payer system integration for patient and claim data
- FHIR payload handling for eligibility and benefit checks
- Privacy and compliance review for patient data
- Knowledge articles for common member and patient questions
Value to measure
- Faster answers on coverage, claims and prior authorization. Measure handle time for those call types.
- Less swivel-chair work across systems. Measure systems accessed per interaction.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agent Templates, Subagents, and Actions in Health Cloud
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Service · OperationsGenerally available Warranty claims adjudication agent for manufacturers The Warranty Claims Adjudication agent summarizes queue volume, ranks open claims by value, age and complexity, validates claim data for completeness, flags missing information, drafts requests for details and identifies potential fraud earlier. Adjudicators make the final decision in the Agentforce panel or Slack. Manufacturing Cloud · Agentforce · Slack
Discovery questions
- How long does it take to adjudicate a typical warranty claim?
- How often are claims held up by missing information?
- How do you spot suspicious claims today?
- How are distributors and dealers involved in the process?
Readiness checks
- Are warranty claims managed in Manufacturing Cloud today?
- Do you have documented adjudication rules?
- How large is your open claims backlog?
- Do adjudicators work in Slack?
Dependencies
- Agentforce for Manufacturing add-on (or Agentforce 1 Manufacturing Edition)
- Warranty claim data managed in Manufacturing Cloud
- Adjudication rules and fraud indicators documented
- Adjudicator review process
Value to measure
- Faster adjudication with the adjudicator in control. Measure claim cycle time and backlog age.
- Earlier detection of incomplete or suspicious claims. Measure claims returned for information and fraud caught before payment.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce for Warranty Claims Adjudication · Salesforce Winter '27 Release Notes: Manufacturing
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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ServiceGenerally available Constituent agent for licenses, permits and inspections The Constituent Agent for LPI Assistance runs on a Public Sector Experience Cloud portal and helps constituents identify the licenses, permits and inspections they need. It answers questions from agency policy manuals through an Agentforce Data Library and uses the Business Rules Engine to decide which permits apply. Public Sector Solutions · Agentforce · Experience Cloud
Discovery questions
- How many calls ask which permit someone needs?
- How often are applications submitted for the wrong permit?
- Where do constituents get stuck in the application process?
- How current are your published policy manuals?
Readiness checks
- Do constituents apply for permits online today?
- Are your permit rules written down clearly enough to encode?
- Who approves the policy documents the agent uses?
- What languages and accessibility standards must you meet?
Dependencies
- Public Sector license, permit and inspection management set up
- Experience Cloud constituent portal
- Approved policy manuals loaded into an Agentforce Data Library
- Business Rules Engine logic for permit eligibility
- Accessibility and language review for public use
Value to measure
- Constituents find the right permit without calling. Measure pre-application calls and emails.
- Fewer incorrect applications. Measure applications returned or withdrawn.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Constituent Agent for LPI Assistance with Agentforce
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Service · SalesGenerally available Donor support and donor engagement agents for fundraising In Nonprofit Cloud Fundraising, the Donor Support agent lets donors pause, resume, close or change the amount of recurring gift commitments on your Experience Cloud site. The Donor Engagement agent turns gift officers' raw meeting notes into structured interaction summaries and follow-up tasks. Nonprofit Cloud · Agentforce · Experience Cloud
Discovery questions
- How many staff hours go to recurring gift changes each month?
- How quickly are major donor meetings logged?
- What donor intelligence gets lost when a gift officer leaves?
- Do donors want to manage their own gifts online?
Readiness checks
- Is Fundraising in Nonprofit Cloud live?
- Do donors have a self-service site today?
- How do gift officers record donor meetings now?
- Who handles recurring gift changes today?
Dependencies
- Nonprofit Cloud Fundraising enabled
- Agentforce or Einstein add-on license for each user
- Experience Cloud donor site for self-service
- Permission set cloned and configured for gift commitments
- Gift officer habit of capturing meeting notes
Value to measure
- Donors manage recurring gifts on their own schedule. Measure gift changes handled by the agent.
- Better donor records. Measure time from meeting to logged interaction and follow-up task completion.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Donor Support Agent in Nonprofit · Salesforce Help: Donor Engagement Agent in Nonprofit
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
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Sales · FinanceGenerally available Quote and billing agents for product-to-cash Agentforce for Revenue Management (Revenue Cloud) is a set of agents for product-to-cash work: creating initial and amendment quotes, deriving overage consumption, and answering billing inquiries with clear invoice line breakdowns. Quote agents can be offered to partners and billing agents to customers through community or partner sites. Revenue Cloud · Agentforce · Experience Cloud
Discovery questions
- How long does it take to produce a quote or amendment?
- How many quote errors reach the customer?
- What do customers ask about their invoices?
- How do partners get quotes today?
Readiness checks
- Is Revenue Cloud live for quoting and billing?
- How complex is your pricing and product catalog?
- Do partners create quotes today?
- Which billing questions reach your team most often?
Dependencies
- Revenue Cloud quoting and billing configured
- Product catalog and pricing rules maintained
- Agentforce Employee Agent templates set up
- Community or partner site with Embedded Messaging for external use
Value to measure
- Faster quotes and amendments. Measure quote turnaround time.
- Fewer billing inquiries needing a person. Measure billing contacts resolved by the agent.
Availability: Generally available (no beta or pilot label in Salesforce Help, checked 2026-10-27)
Salesforce documentation: Salesforce Help: Agentforce for Revenue Management
Next step: qualify it with the questions above, then bring us in through the Deal Desk for a use-case and readiness session. We reply within 4 business hours.
How to use this in an account
- Start from a problem the customer named, not from a product. Pick the challenges you have actually heard.
- Check readiness before you pitch. Most Agentforce projects stall on data, knowledge and permissions, not on the agent.
- Use cases that need a product they don't own are flagged. Those are expansion conversations; lead with the business case.
- Agree what to measure before a pilot, using the value drivers listed for each use case.
Related: Agentforce consulting · job-ready agents explained · Agentforce readiness checklist · ROI calculator
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