Agentforce · Salesforce

Agentforce, AI agents that do the work

Q: Does Agentforce need Data Cloud?

To answer with real data from your operation, yes. Ver Data Cloud.

Agents that understand your customer, check Salesforce and SAP, take action and hand off to a person only when needed. Your team focuses on what matters.

Agentforce 360Agentforce BuilderAgentforce VoiceMulti-agentData 360SlackClaude and Gemini

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Agentforce, Salesforce's AI agent — Agentforce in Salesforce

Service agentAgentforce active

My order 4581 hasn't arrived and I need the invoice.

I checked your order in SAP: it ships today on the afternoon route. I already sent the invoice to your registered email.

Order checked in SAPInvoice sentCase closed

Perfect, thanks.

Resolved without escalationService Cloud

SAP + Salesforce dataData 360

Connected withSalesforceData 360AgentforceSlackSAPMuleSoft

How it works

An agent that understands, checks and acts

Agentforce combines AI with your data, your permissions and your processes. It doesn't make things up: it answers with what is in your system.

01Understands the intent of the customer or the sales rep, in Spanish or English.

02Checks Salesforce, Data 360 and your ERP to answer with real context.

03Acts: creates cases, updates opportunities, triggers Flows and escalates with judgment.

Agentforce creating segments and next best action

Benefits

What your operation gains

More capacity without more headcount, and the same response level at any hour.

1Always-on service on web, WhatsApp, voice and Slack
2Fewer repetitive tasks for your team
3Consistent answers that follow your business rules
4Leads qualified and followed up at the right moment
5Uses the data you already have in Salesforce and SAP
6Full control: permissions, guardrails and traceability

What's new

Agentforce 360, the latest

What was announced this year and how we bring it to your operation.

Build

Agentforce Builder

Design the agent in a conversational editor, a low-code canvas or in code.

Instruction"Handle order claims: check SAP, send the invoice and escalate if the amount exceeds the limit."

Topic: ordersAction: check SAPAction: send invoiceGuardrail: escalate

Voice

Agentforce Voice

Answers calls with a natural voice.

Digital workforce

Ready-made agents

Preconfigured by area.

LLeadsPProspectingSServiceCCommerceITIT

Orchestration

Multi-agent

Several agents coordinated in the same process, with voice handoff.

Agent 1Classifies the request

→

Agent 2Resolves with data

→

Agent 3Hands off to a person

Models

Choose the model

With Salesforce permissions and data.

CClaude

GGemini

BBedrock

SFSalesforce

Control

Health monitoring

Every agent measured on a dashboard.

ResolvedHigh

LatencyLow

EscalationControlled

Why Discovery Partners

Your first agent, in production, not in a pilot.

We pick a concrete, measurable use case with you, build it on your org and put it in production with guardrails. No endless pilots.

Salesforce and SAP on the same teamERP data reaches the CRM with no middlemen and no two vendors arguing.

Our own team in your time zoneColombia, Mexico, Peru, Costa Rica, Guatemala and the United States, with local contracts and invoicing.

We don't leave you alone afterwardsEvolutive support: every month your org gains an improvement, not just maintenance.

I want my first agent Message us on WhatsApp

Talk to a consultant

Tell us what you want to automate

We check whether your data model can support an agent before building it.

Frequently asked questions

Salesforce Agentforce: frequently asked questions

Short answers to what comes up in almost every first call.

Does Agentforce need Data Cloud?

To answer with real data from your operation, yes. See Data Cloud.

Can the agent take actions or does it only answer?

It can take actions in Salesforce and, with integration, in the ERP. That is the difference from a chatbot.

Can it check SAP data?

Yes, through integration. It is one of the reasons we work both platforms together.

What happens when the agent doesn't know?

It is defined in the design: it hands off to a person with full context, so the customer doesn't repeat themselves.

How do you measure whether it works?

Cases resolved without human intervention and handoff rate, not number of conversations.

How do we start?

Message us on WhatsApp or through the form and we'll check whether your data model can support an agent before building it.