AI Agent Development for Salesforce
What is Agentforce Implementation?
Some teams need more than an out of the box agent. They need a custom experience embedded in Sales Cloud, Service Cloud, Experience Cloud, or Slack, with domain logic, custom UI, and tool actions that match how the business runs. Agentforce supports building and extending agents with APIs, invocable actions, and a growing ecosystem of actions and integrations.
This service covers custom agent design and delivery, including data grounding, retrieval engineering, tool and action frameworks, integrations, evaluation, and production hardening. The goal is a controllable agent that can be measured, tested, and improved without breaking existing Salesforce processes.
Our Services
Agent Architecture and Roadmap
We define agent roles, workflows, boundaries, and success metrics. You get an architecture blueprint and a prioritized delivery backlog.
Retrieval and Data Grounding Engineering
We build retrieval sources from Salesforce objects and approved content. We design chunking, indexing, and source ranking so responses stay tied to the right records and permissions.
Tool and Action Framework for Salesforce
We create a tool layer that lets the agent complete tasks through Flow, Apex, and APIs. This can include Agentforce API and invocable actions when the use case needs agents triggered inside business logic.
Integration Orchestration Pack
We connect the agent to external systems for end to end workflows. We deliver API based actions, retries, error handling, and MuleSoft based patterns when they fit your landscape.
Conversation and Routing Design
We design intent routing, topic control, escalation logic, and safe fallbacks. We add human in the loop checkpoints where approvals or risk controls are required.
Custom UI and Embedding Pack
We embed agents into Salesforce UI with Lightning components and into Experience Cloud for customer facing assistants. We also support Slack based agent experiences for internal users.
Evaluation, Testing, and Release Pack
We build test datasets, acceptance criteria, and automated test runs for topic and action selection at scale. We support sandbox UAT and staged rollout using Testing Center style evaluation.
Security and Compliance Controls Pack
We align the agent to permissions, data access rules, and audit expectations. We implement logging, guardrails, and pre production validation for trust and governance controls.
Operations and Optimization Retainer
We run ongoing monitoring for adoption, quality, and failure patterns, then deliver monthly iteration cycles. This includes version control for prompts and tools, plus a roadmap for expanding coverage.
ready to build ai agents for your salesforce?
Have a workflow that needs more than a standard setup?
We will turn it into a custom agent design, define the right data sources and tool actions, and deliver a build plan with scope, dependencies, and clear next steps.
Estimate project cost
Products we
work with
Salesforce
Marketing Cloud
Einstein AI
Salesforce
Service Cloud
Salesforce
Experience Cloud
Salesforce
Sales Cloud
Agentforce
Salesforce
Nonprofit Cloud
Data 360
Pardot
Salesforce CPQ
Agents in our case studies
Improving Credit Union Contact Center Efficiency with Amazon Transcribe and Einstein AI in Salesforce
Platforms: Amazon Transcribe, Einstein AI, Service Cloud Voice
Industry: Financial Services
Country: USA
Find out how TrueSolv implemented Voice-to-CRM for a credit union using Salesforce Service Cloud Voice and Einstein AI to deliver real time transcripts, automated call summaries, and agent guidance, reducing after call work and speeding up customer support.
Improving Banking Support Efficiency With Salesforce Financial Services Cloud and Einstein AI
Platforms: Service Cloud, Einstein AI, Agentforce, Financial Services
Industry: Financial Services
Country: USA
Find out how TrueSolv modernized a mid-sized bank support operation using Salesforce Financial Services Cloud and Einstein AI by launching a 24/7 chatbot, auto classifying and routing cases.
Testimonials
Get your free Consultation now!
Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!
Salesforce Agentforce Implementation
Salesforce Agentforce Implementation
