Use cases, roadmap & business case

Agentforce Strategy & Readiness

Find the agent use cases worth building, assess data and trust readiness, and leave with a costed roadmap to production.

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Overview

How we approach Agentforce Strategy & Readiness.

Most organizations don't lack AI ideas; they lack a way to choose. We score candidate use cases by value, feasibility and risk, then check whether your data, knowledge and permissions can support them.

The result is a practical roadmap: which agents to build first, what has to be fixed before launch, how success will be measured and what it will cost to run.

Platforms

AgentforceData 360Sales CloudService Cloud

What’s included

Executive and team workshops on agentic AI
Use-case discovery and value scoring
Data, knowledge and permission readiness review
Agentforce licensing and consumption planning
Baseline KPIs and business case
90-day roadmap and AI Center of Excellence design

Outcomes

What we design for.

OUTCOME 01

Focus

A short list of agents with a clear business case.

OUTCOME 02

De-risked investment

Readiness gaps surfaced before build starts.

OUTCOME 03

Executive alignment

Shared goals, metrics and governance for AI.

Delivery

Discover. Ground. Build. Observe.

01

Discover

Find the jobs where agents create measurable value, and capture baseline metrics before anything is built.

Use-case scoringBaseline KPIsRisk review

02

Ground

Prepare the data, knowledge and permissions agents depend on, so answers are accurate and access is safe.

Data 360Knowledge cleanupLeast privilege

03

Build & Test

Design agents in Agentforce Builder, lock critical steps with Agent Script and test against real scenarios.

Agent ScriptTesting CenterGuardrails

04

Launch & Observe

Roll out in stages, monitor every session and keep tuning with managed AgentOps.

ObservabilityA/B testingAgentOps

Where this fits

Industries we apply this to.

Government & Public Sector

AI agents and modern case management that help agencies serve constituents faster, with the security and accountability government requires.

Constituent service agents for eligibility and status questions
Benefits and case management with AI summaries
Licensing, permitting and inspections

Healthcare & Life Sciences

Patient access agents, care coordination and life sciences engagement, grounded in governed data and designed for privacy.

Patient access agents for scheduling and referrals
Care coordinator summaries and next-best actions
Patient support programs and hub services

Manufacturing

Agents for dealers, field service and sales operations, connected to ERP and grounded in accurate account and asset data.

Partner and dealer service agents
Field technician assistance and work order summaries
Sales agreements and account-based forecasting

Related

Explore other practices.

Agent Design & Development

Design, build and test AI agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.

Data 360 & AI-Ready Data

Unify, clean and govern the data that grounds your agents with Data 360, Informatica and Zero Copy access to your data lake.

Agentic Service & Contact Center

Resolve more customer and employee requests with AI service agents, Agentforce Contact Center and Agentforce Voice, with people one handoff away.

Let’s talk

Let’s put your first agent to work.

Tell us where Salesforce and AI stand today. A 30-minute call with an architect is the fastest way to find the agent use cases worth building first.

Book an AI readiness call +1 703-828-5577