Put intelligent execution at the core of your Salesforce operations with

Salesforce Agentforce Services

Name: Salesforce Agentforce Services
Brand: Cyntexa
Rating: 4.9 (732 reviews)

Agentforce brings intelligent, autonomous AI agents into your Salesforce platform to streamline repetitive tasks, accelerate decisions, and drive support 24/7 with precision. From sales, services, to internal operations, these agents reduce overhead cost, improve satisfaction, and personalize experience in real-time for both your clients and teams.

At Cyntexa, our Agentforce experts specialize in developing governed, enterprise-grade Agentforce systems that work from day one. We translate your workflows into fully functioning agent ecosystems that minimise time-to-resolution, provide cross-cloud automation, and scale with trust, so you see fast impact, without the risk.

Agentforce Services

From planning to deployment and user enablement, our Agentforce Services are designed to match your systems, business needs, and growth. We don’t just implement Agentforce; we help you embed it in your practice with purpose.

Agentforce Consulting Services

Agentforce Implementation & Customization Services

Agentforce Integration Services

Governance and Compliance

Agentforce Training & Adoption Services

Agentforce Managed Services

Agentforce Consulting Services

Our Salesforce Agentforce Consulting Services are designed to help you lay the groundwork for successful AI Agent adoption in your business. Through the first call, our expert guides you with a deep AI readiness assessment, followed by use case discovery, and strategic planning for prompt, architecture, and governance.

With experience across industries and the Salesforce environment, we’ve helped businesses translate AI potential into structured roadmaps. We don’t just advise; we de-risk. Every engagement with us is rooted in clarity, business alignment, and technical depth, so Agentforce works the way you want.

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Agentforce Implementation & Customization Services

Our Salesforce Agentforce Consultants are focused on deploying AI agents that operate as your business functions. We configure each agent using Salesforce-native tools, customize prompt logic, define agent actions, write complex APEX logic, and embed them into user workflows with seamless UI alignment. Whether it’s a single agent or multi-agent orchestration (Agent-to-Agent enablement), we ensure each one works in parallel with your processes.

We deliver AI-powered experiences across Salesforce org. We act as AI enablers, embedding intelligence into your day-to-day operations, shaping agent behaviours around real user needs, and making them work where they matter the most.

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Agentforce Integration Services

Seamless integration is what turns Agentforce from a smart tool into a fully connected business enabler. Our approach to Agentforce Integration services ensures agents are integrated throughout business processes like sales, support, data management, etc, effortlessly. We extend agents' efficiency by enabling secure, real-time connections to third-party systems through MuleSoft, External Services, MCP servers, and custom APIs.

Through MCP (Model Context Protocol) and AgentExchange, our Agentforce integration specialists empower agents to tap into ERPs, CRMs, etc., for executing actions and retrieving knowledge. With our cross-cloud consulting expertise, every integration is built to make agents contextually smart, action-ready, and fully aligned with your business goals in real-time..

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`Governance and Compliance`

Our Agentforce specialists assist enterprises in maintaining full control over how AI agents behave across sensitive workflows. From applying encryption, tagging, access control, to usage constraints, we ensure every agent interaction is governed and within compliance, powered by Shield, Einstein Trust Layer, and Data Cloud.

We collaborate closely with risk, compliance, and business teams to root policies that evolve with your operations. Grounded in AI governance principles, we help enterprises implement guardrails, interpret & adapt them along with keeping the AI agents aligned with the business over time.

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Agentforce Training & Adoption Services

Successful AI Agent adoption doesn’t only depend on deployment; it depends on how well your teams understand and apply those agents for business use cases. Our Agentforce Training & Adoption Services prioritise role-based training, hands-on simulation, and in-platform guidance, ensuring your teams can independently use agents’ capabilities within live workflows.

Our programs are grounded in behavioural insights and measurable outcomes. We embed learning into daily flows, align adoption with KPIs, and create feedback loops that evolve as your agents do.

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Agentforce Managed Services

Our Agentforce experts ensure your AI Agents keep running at peak performance: accurate, responsive, and in sync with your business. We take care of prompt maintenance, behaviour monitoring, handle escalation flows, and fine-tune performance across use cases. Every update, fix, or adjustment is handled and resolved quickly, keeping in consideration what your system, users, and goals need.

We bring in-depth operational expertise and stay aligned with you beyond deployment. Whether it’s a process shift, a compliance update, or a performance issue, we work closely with your internal teams and help them adapt agents and make sure they keep delivering continuous value without disruption.

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Build AI Agents for Diverse Business Functions

Enable digital labor across your business with purpose-built Agentforce AI Agents. From sales to service, each agent is custom-made to augment specific roles and results.

Salesforce Integration and Automation for a Global IT Consulting Leader

Deliver fast, consistent, and right support at the right time at scale, across every customer interaction channel

Channels supported:

Email
Chat & Messaging
Voice & Phone
Social platforms
Portals & Apps

Built to automate case classification, knowledge retrieval and resolution, this agent responds in real time, updates CRM records, and flags exceptions with full history intact. Frees your human agents to focus on high-value case resolution while ensuring no query goes unresolved.

Business Impact

Improves resolution time, increases CSAT, ensures 24/7 support without burning out your team and increases team efficiency and customer satisfaction

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Agentforce SDR Agent

Automate lead outreach, lead qualification and booking meetings with teams, without manual intervention.

Core functions:

Interact with inbound and outbound leads via email, chat or third-party tools,
Send follow-ups, respond to objections,
Book meetings directly into your rep’s calendar
Flag unqualified leads or opt-outs instantly

Handles high-volume prospecting by executing personalized outreach with CRM data. SDR agent nurture leads, routes qualified ones to AEs, and tracks every interaction. You define the prompt logic and business rules; the agent handles the rest consistently and compliantly.

Business Impact

Consistent qualification at scale, 24/7 lead engagement even on weekends, shorter handoff cycles, more time for reps to close

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Agentforce Sales Coach

Give each representative real-time and context-aware selling guidance, built into their daily flow.

Core functions:

Recommend next-best actions,
Get insights from CRM and past deals,
Deliver objection-handling tips in real time,
Help teams stay aligned with playbooks during live interactions.

Works like a virtual mentor by listening to call transcripts, analyzing CRM activities, and proactively guiding reps during the deal cycle. Whether it’s prompting discovery questions or flagging deal risks, Sales Coach delivers precise advice that helps you get more revenue lock-ins.

Business Impact

Increases rep productivity, improves forecast accuracy, and reduces ramp time for new sellers.

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Agentforce Campaign Agent

Plan, launch, and optimize multi-channel campaigns without depending on human involvement.

Core functions:

Create and schedule campaigns in Salesforce Marketing Cloud or Pardot (MCAE),
Auto-generate subject lines and CTAs using performance data,
Monitor engagement and suggest adjustments in real time,
Trigger follow-ups or nurture sequence based on behavior.

A Campaign Agent comes embedded in your CRM. It connects marketing insights, campaign assets, and buyer signals to execute and adapt outreach better and faster than regular teams.

Business Impact

Boosts campaign velocity, improves engagement, and drives qualified pipeline at scale.

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Agentforce Personal Shopper Agent

Deliver 1:1 commerce experiences at scale, across web, mobile, and chat.

Core functions:

Recommend products based on browsing, purchase, and profile data,
Personalize bundles or offers in real time,
Answer product questions, check inventory, and complete transactions,
Sync with loyalty, promotions, and shipping systems.

Whether it’s suggesting the right size or cross-selling add-ons, this Personal Shopper agent tailors every touchpoint using trusted data from Commerce Cloud, Data Cloud, and beyond.

Business Impact

Increases average order value, reduces cart abandonment, and elevates customer satisfaction.

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Industries we Empower with Agentforce AI Agents

Agentforce delivers intelligent automation that fits your industry to improve decisions, speed up execution, and maintain compliance from day one.

Agentforce in Healthcare & Life Sciences Img

Financial Services

Trust, compliance, and accuracy play a huge role in financial services. Our Salesforce Agentforce experts design AI agents that make processes like onboarding, identifying fraud patterns and adhering to evolving compliance rules easy. Each agent is tailored with the right guardrails, so automation never puts auditability at risk.

Healthcare & Life Sciences

Use Agentforce to handle patient queries, schedule appointments, and automate authorizations without adding to your team’s workload. With a deep understanding of PHI, compliance and care delivery, our AI integration experts build agents that escalate urgent cases smartly, respect consent boundaries and actually make care teams’ day easier.

Manufacturing

The manufacturing cycle runs on a clock, and even small disruptions can cause a breakout. Our Agentforce experts help manufacturers set up Agentforce that monitors orders, flags production delays, and schedules service tasks automatically. They stay connected across ERP, CRM and floor systems, so your teams can act fast and avoid hefty downtime.

Retail & E‑Commerce

Shoppers expect instant answers and offers that are tailor-made for them. Our AI consultants work with retail teams to build these intelligent agents that guide product discovery, solve customer issues on the spot, and stay in sync with inventory and promotions, so no opportunity is missed, and every touchpoint drives value.

Real Estate

From managing several buyers’ inquiries to scheduling site visits, Agentforce makes it all convenient. Our Agentforce Implementation expert tailors agent prompts and logic around your sales funnel to get every lead personalised attention. It ensures timely follow-ups and empowers your teams to close deals faster with less operational activities to spend time on.

Why Choose Cyntexa as Your Salesforce Implementation Partner?

Projects

Happy Customers

Experts

100+ AI Specialists

AI & LLM Strategy Alignment

Data-Driven Agentforce Architecture

Four Weeks of Complimentary Hypercare

Low-Code & Pro-Code Custom Agent Development

Post-Implementation Support & Scalability Planning

Open to Sign NDA

Cross-Cloud Expertise for Unified Experience

Pilot, Validate, Activate: Your AI Agent Journey Starts with Us

Start smart with Agentforce. Our Agentforce Activation Services help you validate feasibility, measure impact, and go-live with full support and no risk.

AI Agent Proof-of-Concept (POC)

Start smart with a validated use case.

We help you identify a high-value process, design a scoped proof-of-concept, and test your AI agent in a sandbox environment. With hands-on experimentation, measurable outcomes, and minimal risk, you’ll get clarity on what works before investing in full rollout.

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AI Agent Proof-of-Concept (POC) - AI Agent Journey Image

AI Agent Pilot Activation

Scale learning with a focused, real-world trial.

We run a short-term pilot in a live Salesforce environment, applying your agent to a contained but meaningful process. It can be lead triage, case routing, or scheduling. You get hands-on adoption feedback, usage metrics, and a clear path from pilot success to scalable rollout.

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AI Agent Pilot Activation - AI Agent Journey Image

AI Agent Activation

Turn a validated idea into a working AI agent.

We configure, test, and activate agents in sandbox or live environments that are aligned to your workflows and data flows. From behavior alignment to secure deployment, our Agentforce Consultants make sure your agents add tangible value from the start.

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AI Agent Activation - AI Agent Journey Image

Frequently Asked Questions

Agentforce Implementation timelines are based on business complexity, use cases and Salesforce Org readiness, but most Agentforce deployments take 4 to 6 weeks, from discovery to production. As your Salesforce Agentforce partner, we will follow a phased rollout that covers technical design, agent configuration, data orchestration, integration checkpoints, and security checks. For highly customized agent logic or a comprehensive agent-to-agent (A2A) framework or multi-cloud implementations, timelines may be a little longer than usual, but we always define clear success milestones for you from day one.

At Cyntexa, our AI specialist brings cross-cloud Salesforce expertise, deep experience in working with AI Agent lifecycle governance, and a proven track record of building intelligent workflows that grow with your operations. We architect enterprise-aligned and value-driven agent ecosystems. As a trusted Agentforce Implementation partner, we also specialize in multi-agent orchestration, LLM fine-tuning, real-time integration, and industry-based compliance.

Absolutely. Our Agentforce Consultants offer a structured pilot program to help you understand the value early. These pilots typically include use cases related to lead qualification, quote generation, case resolution, appointment scheduling, writing emails, etc. They are created with observability, accept user feedback loops, keep LLM safeguards in place and are of production-grade. Using these pilots, you can allow your teams to interact with agents, validate business impact, and assess governance models before expanding to broader implementations.

Success metrics are defined during project scoping. It covers the following:

Efficiency gains (what benefits you as a business can expect post Agentforce implementation).
Accuracy (LLM output quality).
Adoption (agent usage rates, how to navigate users if they find it difficult to work with AI Agents).
Business impact (conversion growth, CSAT, or cost savings).

Our expert uses Agent observability tools built into Agentforce, custom dashboards to track KPIs, spot hallucinations and iterate further. Every implementation includes a success framework designed considering your operational and financial objectives

Businesses can expect to experience a return on investment from Salesforce Agentforce Implementation from a few weeks to a few months, depending on the scope of the implementation and industry. As far as business benefits are concerned, you can expect ROI through reduced operational costs, increased throughput, faster time to quote/response/case resolution and improved lead-to-case.

Yes. Agentforce is designed to natively grow in your Salesforce ecosystem and work well with products like Sales Cloud, Service Cloud, Marketing Cloud, Tableau, etc. Our Agentforce integration experts design your agents that are contextually smart, can access necessary CRM data, work well with external APIs and can easily manage data flow from legacy systems via Apex, MuleSoft, custom connectors or Heroku-based middleware. We map data schemas, user permissions, and workflow logic to ensure smooth, reliable interactions with your tech stack without needing a replacement

We integrate compliance-by-design practices into every agent build. This includes:

Granular permissioning and role-based data access
Traceable agent logs and interaction records
Integrated policy prompts (HIPAA, GDPR, SOC 2, etc.)
Field-level encryption and audit-ready controls

We also work closely with your IT, operations, legal, and compliance teams to align agent behavior with your governance framework, ensuring agents operate within clear, auditable guardrails

Our Agentforce Managed Services cover everything required to keep your AI agents reliable, efficient, and business-aligned. This includes prompt tuning, agent behavior monitoring, proactive performance optimization, escalation logic refinement, and ongoing environment alignment.

You should consider managed services once your agents are live and need support in your production workflows, or when you need expert hands to handle evolving use cases, compliance shifts, or continuous improvements without having to hire experts internally

Depending on the business use case, an AI Agent typically needs to read, write or access CRM records, business logic flows or user context. Our Agentforce experts use principle-of-least-privilege access, enforce token-based authentication, and implement multi-tenant aware controls for shared environments.

Data doesn’t leave your org unless explicitly configured. LLMs are gated through Salesforce’s secure orchestration layers or your private LLMs. All integrations are encrypted, monitored, and reviewed regularly for vulnerabilities.