Top 10 Features of Salesforce Agentforce You Must Know

Top 10 Features of Salesforce Agentforce You Must Know

Agentforce is Salesforce’s revolutionary low-code platform that helps businesses develop, customize, and deploy AI agents. Salesforce Agentforce automates this entire process to ensure your customer support and marketing team can resolve queries more swiftly.
The benefits of incorporating features of Salesforce Agentforce do not just end here. To know how Salesforce Agentforce can help your business flourish, read this blog till the end.

Noteworthy Features of Salesforce Agentforce

Noteworthy Features of Salesforce Agentforce

1. Knowledge Management

Knowledge Management
Salesforce Agentforce acts as a centralized repository of data. It stores all required information about the business, products, and services in its cloud storage, which is an important feature of Salesforce Agentforce.
The agents can easily access this knowledge base, answer lead and customer queries, and ensure seamless communication. The Salesforce Agentforce knowledge base can be easily updated, ensuring that the agents are always armed with accurate information at their fingertips.

2. Efficient Automation Tools

Efficient Automation Tools
In-built AI automation tools are another important feature of Salesforce Agentforce, making it stand out from other chat bots and agents. With AI tools, Salesforce Agentforce makes understanding how it works simple and interesting. The AI agents help automate routine and complex tasks. This helps reduce manual workload, tracks errors more swiftly, and helps ensure more professional business-to-customer and lead communication.
With these, Salesforce Agentforce helps reduce the manual work pressure of agents and assists them in focusing and prioritizing other important tasks daily. This helps improve the work-life balance and time management of your team.
Salesforce Agentforce agents tend to resolve basic queries of customers and potential leads with the data their knowledge base holds. However, it relays only complicated queries or those which require special attention to human agents. Consequently, instead of manually responding to every trivial query, your customer service team can solely focus on the important ones.

3. Case Management

Case Management
Professionally streamlining case management practices is another pivotal feature of Salesforce Agentforce. As stated earlier, Salesforce Agentforce agents assign only complicated queries to human agents for better resolution. To ensure this, the AI agent assigns each query to specific dedicated support engineers as per their skills and forte.
Furthermore, the Agentforce agents also closely track the states of issue resolution after assigning to ensure it is moving efficiently. This is crucial to help prevent bottleneck instances and improve customer satisfaction.

4. Analytics and Reporting

Analytics and Reporting
While understanding what is Salesforce Agentforce, you have come across its analytical and reporting skills with the help of AI. Salesforce Agentforce brings to the table advanced analytical features that help your team track performance.
This includes the time consumed to resolve cases. It also measures productivity and reports them with customer satisfaction scores. This is an essential metric for managers to make an informed decision for strategizing customer support plans for the future.

5. Omnichannel Support

Omnichannel Support
Another noteworthy feature of Salesforce Agentforce is that it offers omnichannel support to customers and leads. With Salesforce Agentforce, you can keep track of the queries, feedback, and sentiments of customers and target audiences efficiently across diverse social media and e-commerce platforms.
Furthermore, the Agentforce agents can also help customers reach you instantly via Whatsapp Messenger or emails and resolve their queries. The AI agents can receive these queries in a single queue and address them efficiently ensuring nothing slips.
This helps reduce delay in communication and addressing customer inquiries which is a major issue of the conventional processes. Thus, omnichannel communication efficiency improves the brand image of your business and ensures transparency with customers.

6. Collaboration Tools

Collaboration Tools
This is another crucial feature of Salesforce Agentforce that you must note.
Salesforce Agentforce integrates with tools such as Slack to facilitate smooth internal cooperation. Furthermore, Agentforce Agents also help in developing a collaborative work environment. To meet this end, Salesforce Agentforce contributes to a much more supportive environment by encouraging smooth communication among employees across team members.

7. Natural Language Processing

Natural Language Processing
With the help of generative AI, Salesforce Agentforce efficiently comprehends customer queries. It further responds by carefully understanding the context and also in natural language mimicking human conversations. This helps maintain a professional and personal touch to the responses which is essential to paint a positive brand image among the customers about your business.

8. Helps in Efficient Decision Making

Helps in Efficient Decision Making
As Salesforce Agentforce agents keep track of customer queries and resolution patterns, they also develop them as comprehensive reports to understand the periodic progress of your team. Furthermore, this stored record and knowledge base also provide the team with AI insights.
These act as crucial features of Salesforce Agentforce to help managers with efficient decision-making processes.

9. Faster Deployment

Faster Deployment
Setting up Salesforce Agentforce is not at all rocket science. You can set them up in no time leveraging service-specific templates and existing workflows. This also eliminates the need for writing dialogues, managing conversation trees, defining intent, and other important functions right from scratch.

10. Grounded in Trusted Data

Grounded in Trusted Data
This is another crucial feature of Salesforce Agentforce that you must note. Salesforce Agentforce devises its insights on reliable sources like knowledge articles and CRM data. The Trust Layer processes all LLM interactions of Salesforce Agentforce on the Einstein 1 platform. It is essential to keep customer data secure.

Bottom Line

These features of Salesforce Agentforce help the platform interpret human language, analyze data, and customize insights to ensure efficient communication with customers and potential leads.
To know more about the perks of integrating Salesforce Agentforce into your business, schedule a meeting with our Salesforce experts right away!

Frequently Asked Questions

Salesforce Agentforce brings to the table the provision to develop and custom AI agents for specific tasks only such as communication with leads and customers. However, with Copilot, you can develop codes within development environments.
Data Cloud and Salesforce Agentforce work together to store updated knowledge about your business and customers from related platforms. Agentforce can utilize this information to answer customer queries easily.
Better customer experience, enhanced productivity, lesser operational cost, higher scalability, and increased collaboration opportunities are the few benefits of Salesforce Agentforce.
What is Agentforce and How Does it Work

What is Agentforce and How Does it Works?

Globally recognized as the maker of the World’s best AI CRM platform, Salesforce revolutionized the domain of AI agents and bots with its groundbreaking innovation, Agentforce AI.
Introduced on September 12, 2024, Salesforce Agentforce is equipped to assist companies in building, customization, and deploying their own AI agents. With the help of its almost infinite digital workforce, AI agents can analyze, decide, and execute tasks like customer communication and resolution mimicking human patterns.
For a deeper knowledge of what is Agentforce and how it works, read this blog till the end.

What is Agentforce?

What is Agentforce
Agentforce by Salesforce is an extensive suite that lets organizations develop, customize, and deploy AI agents. These agents can help automate the workflow of businesses across industries such as sales, marketing, services, and e-commerce.
Unlike chatbots and AI agents, Salesforce can perform its functions proactively and independently without much human interference. It can retrieve data, develop action plans, and execute day-to-day tasks. With Agentforce, businesses can level up the human-AI interaction and relationship to meet their collective goals in a more coordinated manner.
With unique tools, Agentforce effectively blends with Salesforce’s CRM capabilities. This allows Agentforce real-time access to customer data, AI insights, and collaboration tools. Seeking their assistance, Agentforce can communicate with customers and potential leads to resolve their product-related queries accurately.

How Does Agentforce Work?

How Does Agentforce Work
Now that you have an idea of what is Agentforce, take a look at the following steps to learn how it works.

1. Perception and Data Collection

The working of Agentforce by Salesforce begins with a collection of data from multiple sources. This can include customer interaction points through multiple channels, social media platforms, and transaction records. This data is essential for Agentforce to comprehend the contexts and subtleties of customer queries.
Along with data collection, Salesforce Agentforce also analyses studies patterns and builds a perception about your product, business, and customer behavior on a real-time basis. This eventually assists Agentforce to interact with customer queries accurately in the long run.

2. Decision Making

Decision Making
This is another core function you must be aware of while understanding what is Agentforce and how it works. With sophisticated and revolutionary machine learning models, AI agents can analyze the collected data closely. This helps Agentforce recognize patterns and make informed and data-driven decisions.
Furthermore, Agentforce is also skilled in identifying what will be the perfect response to a customer query by understanding the context of their requirement. Additionally, Agentforce agents also learn from past experiences and conversations. This helps them form and fine-tune their solutions continuously.

3. Execution

After making a data-driven decision, Agentforce AI agent will look into carrying out the necessary action. This can involve addressing customer queries and referring complicated matters to human agents.
As it does not involve too much human involvement, your business can skip the chaos of waiting, delayed responses, and misunderstanding of issues. Agentforce guarantees customers to receive quick and crisp responses.

4. Learning and Adaptation

Learning and Adaptation
This is the final and important stage of understanding what is Agentforce and how it works. With customizable AI agents, Agentforce continuously learns from every interaction and hone its skills to boost efficiency and accuracy.
With this learning and adaption ability reflects that Agentforce AI will also remain relevant, up-to-date, and effective. Its adaptability also impacts customer expectations and business landscapes as part of the bigger picture.

Four Pillars of Agentforce

Four Pillars of Agentforce

1. Atlas Reasoning Engine

This is an important pillar you must have an idea about while studying what is Agentforce. Atlas Reasoning Engine Serves as a core that plans, evaluates, and automates functions to fulfill the Agents’ purpose for your business.

2. Partner Network

Partner Network
As an ally for software companies, Agentforce Agents collaborates with businesses to develop customizable agents that adhere to common business ethics and ensure consistent and responsible deployment of AI solutions.

3. Agentforce Agents

As another pillar of Salesforce Agentforce, Agentforce Agents offers pre-built and out-of-the-box solutions for immediate activation and configuration to meet specific customer needs.

4. Agent Builder

Agent Builder
This is a new low-code tool that serves as an integral part of Agentforce Studio. It also comes with a Model Builder and Prompt Builder which allows customers to train, tune, and customize their models or integrate existing ones.

Key Features and Benefits of Agentforce

Key Features and Benefits of Agentforce
  • CRM Integration
    You can hire dedicated engineers for seamless integration of Agentforce with Salesforce CRM. This shall help your team track leads and communicate with customers more easily.
  • Based on Trusted Data
    Agentforce acts as a centralized repository for all the company and customer data. Thus the platform can refer to this cloud storage facility while responding to customer queries.
Based on Trusted Data
  • Replies Quickly and Naturally
    Agentforce also utilizes gen AI to respond to client queries in a conversational tone just like human assistants. It also responds to customer queries any time of the day regardless of the working hours of human assistants.
  • Switches to Human Assistance
    To ensure seamless communication, Agentforce agents forward critical queries that require human intervention to human assistants. This allows your team to focus and prioritize only major issues and maintain a positive business-customer relationship.
Switches to Human Assistance
  • Adds Clarity
    AI agents require customers to ask only business or product-related queries and provide information as per its learned and updated data.

Final Word

To conclude, this is everything for you to know about what is Agentforce by Salesforce, how it works, and its benefits.
You can build, customize, and deploy AI Agents with Agentforce to handle time-consuming work like monotonous customer queries effectively. It also acts as an autonomous platform to perform duties effectively without human intervention. Furthermore, Agentforce AI also provides personalized and data-driven solutions to your team and customers as per real-time data.
To know how perfectly Agentforce can revolutionize your business, consider connecting with our Salesforce experts.

Frequently Asked Questions

The applications of Agentforce can span across diverse industries. This includes manufacturing, financial services, telecommunication, SaaS and Tech companies, retail and consumer goods.
AI in Agentforce is crucial to understanding natural language, analyzing customer behavior, and learning from the same with time.
Yes, you can customize the AI Agents with Salesforce Agentforce as per your business needs.