Agent infrastructure to grow your revenue
Join the service-led companies that use Agentforce to triage and draft customer updates, embed Salesforce Flow guardrails with human approval, power auditable Service journeys, and build a more profitable business.
Award-winning builds you can verify
Published guide + hackathon wins + live demos (all checkable).
Case automation on Agentforce
The exact blueprint we used (Agentforce + Flow) so you can see how this works in practice.
TDX 2025
Built a working Agentforce use case under real constraints (the same pilot discipline we use with clients).
Dreamforce 2025
Best Use of Tableau Next winners — and Grand Prize finalists (real implementation, not a slide deck).
Agentforce in action
See exactly what the pilot delivers — workflows, guardrails, and what "done" looks like inside Salesforce.
Demo 1 — New case triage + automation
A case described in plain English becomes structured fields, a clean summary, and correct routing — with an auditable trail in Salesforce.
- Populate fields + route automatically
- Summary + suggested next steps
Best for: high-volume Service teams
Demo 2 — Agent workflows across Slack + Tableau Next
See approvals and handoffs happen in Slack, insights surfaced at the moment of action, and outcomes logged back into Salesforce.
- Slack handoff with auditability
- Insight → action → logged outcome
Best for: cross-team service operations
Who this is for
Best fit when…
- You have high-volume, repeatable Sales or Service work e.g. triage, routing, summaries, booking, FAQs
- You want a controlled 6-week pilot with measurable outcomes
- You need safe guardrails (audit trail + human override)
Not a fit when…
- You want free-roaming AI across the business with no defined scope
- You need a full multi-workstream programme (not a focused pilot)
- You can't provide a sponsor + Salesforce admin for quick decisions
Not sure it's a fit? — we'll sanity-check it in one conversation.
What you'll get
By the end of the pilot, you'll have:
One production-ready Agentforce journey
Live in Salesforce — one core use case, done properly
Defined actions + guardrails
Permissions, boundaries, escalations, and human approval points
Audit trail you can rely on
Clear evidence of what happened and why
Measurement pack
Baseline, success metrics, and a scale/adjust/stop recommendation
Training + handover
Admins and pilot users trained, with a handover pack
Use cases that work best for a first Agentforce pilot
We start with one journey — repeatable, measurable, and safe.
Case triage + enrichment
Free text → structured case + routing, with audit trail.
Best for: High-volume Service
View exampleAgent assist
Replies + summaries + next steps, in context.
Best for: Frontline agents
View exampleKnowledge Q&A for staff
Instant answers from approved internal sources.
Best for: Ops + new starters
View exampleAppointments / scheduling
Guided checks → booking → confirmation.
Best for: Service scheduling
View exampleRisk / exception flagging
Spot escalation patterns with human approval gates.
Best for: Regulated / sensitive ops
View exampleSlack Agents
Case creation, project coordination and resource coordination and allocation in slack.
Best for: Field service
View exampleTwo key steps
We keep this small and deliberate, so you're never committing blind.
Paid scoping
We'll agree:
- • The one journey to pilot
- • What the agent can see and do (permissions + actions)
- • Guardrails and approval points (with Security input)
You get (in writing):
- • A one-page pilot design (journey, actions, guardrails, success measures)
- • A fixed price for Step 2
- • A short prerequisites checklist (so delivery doesn't stall)
Why this step exists: it lets us fix scope and price based on reality, not guesses.
Fixed-price implementation
We deliver:
- • Build + test the journey in Salesforce
- • Train a small pilot group + admins
- • Produce the outcome readout (scale / adjust / stop)
The 6-week plan
You'll need ~60–90 mins/week from a sponsor + Salesforce admin during Weeks 1–4.
Week 1 — Foundation + guardrails
- • Confirm the journey and "done" definition
- • Define permissions, data boundaries, actions, approvals
- • Establish success metrics + baseline
Output: Pilot scope + guardrails agreed
Weeks 2–3 — Configure + build in Salesforce
- • Implement the agent journey and actions
- • Connect to approved knowledge / data sources as required
- • Add escalation paths and controls
Output: Journey configured in sandbox
Week 4 — Test + tune (remove noise)
- • Run real scenarios with pilot users
- • Tighten prompts/thresholds
- • Confirm exception handling
Output: Noise reduced + exception handling agreed
Week 5 — UAT + enablement
- • Run UAT with a small group
- • Train users + admins
Output: UAT signed off + users enabled
Week 6 — Go live + monitoring + readout
Go live- • Enable pilot live
- • Monitor outcomes and adjust
- • Produce the pilot readout: scale / adjust / stop
Output: Live + readout delivered
Pricing
Two costs: our fees + Salesforce licensing.
Delivery fees
Discovery
£3k–£6k
Implementation
£18k–£25k
Typical end-to-end: 5–6 weeks (depends on access + UAT pace).
Salesforce licensing
Best for pilots
Driver action volume (voice optional)
Formula
cost ≈ actions×$0.10 + voice×$0.15Typical pilot
~$2,150/mo
20k actions, 1k voice
Rates and SKUs vary by Salesforce agreement. Example rates shown ($0.10/action, $0.15/voice) are illustrative.
Built in safety and governance
Defined scope, auditable actions, and human approval where it matters.
One journey, fixed scope
No uncontrolled sprawl
Defined actions only
The agent can only do what you allow
Human approval gates
Required for higher-risk steps
Audit trail + ownership
Clear evidence of what happened and why
Clear stop criteria
If it's not delivering, we turn it off cleanly
What we need to deliver in 6 weeks
These three roles keep scope tight, unblock decisions quickly, and make sure the pilot goes live safely.
Sponsor
Unblocks decisions and keeps scope tight.
Salesforce admin / platform owner
Config, permissions, and environment access.
Security input (light)
Confirms access model and guardrails.
Common questions
Start with Agentforce — turn down the noise in your Service flow
You may also like
CRM & Salesforce services
Programme delivery, governance reset, cutover/hypercare, and safe AI adoption.
Measurement manufacturer tunes global service for precision at scale
Manufacturing
2,000 users, field ops uplift, clean hypercare. Manufacturing transformation with Service Cloud + ServiceMax.
Accelerating growth in asset finance with Salesforce
Asset Finance Provider
Streamlined pipeline + service workflows for 100+ users (improving visibility and deal velocity).
Cleared for Takeoff: Taking Customer Experience to New Heights at 2 Airports
Major UK Airport
Service experience and operational change delivered at pace.