People Readiness
Select One Answer Only
1. How open is your organization to adopting AI or autonomous Salesforce agents in daily workflows?*
2. Do your teams understand what Salesforce Agentforce is and how it aligns with their work?*
3. Does your organization have a defined plan to train and prepare employees for AI adoption?*
4. Are there department-level “AI experts” or leaders driving Agentforce adoption?*
5. Do you measure employee trust and adoption of AI agents (e.g., usage rate, override frequency, sentiment)?*
6. Have leaders defined clear boundaries for when agents can act autonomously vs. require human oversight?*
1/5
Process Readiness
Select One Answer Only
1. Have you defined clear business objectives that Agentforce should support (e.g., efficiency, CX, automation)?*
2. Are your core workflows standardized and documented across teams?*
3. Have you identified specific use cases where Agentforce can add measurable business value?*
4. Are escalation paths and human–agent handoffs clearly defined (when agents defer to humans)?*
5. Have ethical and risk implications of AI adoption (e.g., bias, data misuse) been assessed?*
6. Have you prioritized use cases based on business value, feasibility, and governance impact?*
2/5
Technology Readiness
Select One Answer Only
1. Is your Salesforce org upgraded to Lightning and API versions compatible with Agentforce modules?*
2. Are your key business systems (ERP, CRM, marketing, etc.) integrated or connected to Salesforce?*
3. Do you track Data Quality KPIs such as accuracy, completeness, and freshness?*
4. Do you have a Master Data Management (MDM) or identity resolution framework in place?*
5. Do you maintain a structured library of reusable automation actions (Flows, Apex, APIs) for agents to invoke?*
6. Are sandbox environments used for agent testing and continuous improvement before production release?*
3/5
Operational Readiness
Select One Answer Only
1. Is your Salesforce environment configured with proper permissions, security layers, and trust settings required for Agentforce?*
2. Are all essential third-party integrations (communication, analytics, payment, etc.) active and reliable?*
3. Do you have access to the required Agentforce tools such as MCP, Prompt Builder, or Agent Builder?*
4. Is there a Responsible AI or governance policy guiding how Agentforce operates within your organization?*
5. Have you tested failure, hallucination, or edge-case scenarios on any AI model to behaves safely?*
4/5
Strategic Alignment & Value Realization
Select One Answer Only
1. Is there an executive sponsor accountable for AI or Agentforce success in your organization?*
2. Have you quantified the expected ROI or cost-benefit for your AI or Agentforce use cases?*
3. Do you have an established AI or Agentforce Centre of Excellence (CoE)?*
4. Are agent or AI performance metrics (e.g., accuracy, latency, cost efficiency) tracked after deployment?*
5. Is agent performance and business impact visualized through Salesforce CRM Analytics or Tableau dashboards?*
5/5
Agentforce Readiness Assessment — Your Result
Thank you for completing the Agentforce Readiness Assessment — a clear benchmark of your organization’s data quality, process consistency, governance, and operational readiness. Your score reflects how prepared your teams, systems, and strategy are for trusted data access, observability, and guided AI deployment.
Your Score
3.7Here is your result:
Overall Score Range: 3.5 – 4.4
Status: Structured Foundation
What does “Developing Readiness” mean?
You’ve built a strong, reliable core and Agentforce activation is within reach.
Your data governance, workflows, and automation stack are aligned enough to support phased AI
rollout. What comes next is operational polish: boosting adoption readiness, closing governance
gaps, and preparing teams for full-scale deployment.
This stage signals confidence, you’re ready to turn strategy into intelligent action.
Download Your Personalized Report
Access a detailed summary of your organization’s current readiness level, key insights, and actionable next steps, prepared by Cyntexa to help you move confidently toward successful Salesforce Agentforce implementation.
Download PDF
Take Next Step with Cyntexa
Unlock Your AI Readiness. Book an Agentforce Strategy Consulting Call.Work alongside Cyntexa’s Salesforce AI experts to:
- Identify and close readiness gaps across data, security, and governance.
- Co-create a roadmap for Agentforce pilot planning and orchestration.
- Define measurable KPIs that align technology adoption with business outcomes
Whether the goal is to prepare, pilot, or scale, Cyntexa provides the strategy, structure, and ongoing guidance needed to move from readiness to tangible results.
Schedule My Readiness Session
