Salesforce Agentforce: AI on Your Own Customer Data

Your team is increasingly getting questions about AI, but as soon as it comes to implementation, it falters. Where do you start? How do you keep control? And how do you prevent AI from becoming a black box that waltzes over your processes instead of supporting them? AI is changing the day-to-day practice of organisations. Only by deploying AI smartly and carefully on your own data and processes will your organisation remain agile and prepared for the future.With Salesforce Agentforce, you give AI a concrete role in your organisation. Agentforce works directly on your own CRM data and supports your processes without sacrificing control or security.

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More than a chatbot

Many AI applications get stuck in generic answers or non-committal suggestions. Salesforce Agentforce works differently. The platform lets you set up digital assistants. Agents that independently perform tasks based on clear instructions. Think of automatically answering customer questions, prioritizing sales leads, or managing campaigns based on customer behavior.

These AI agents are fully integrated into your Salesforce environment. This keeps them always within the boundaries of your existing data structure and governance. You avoid data silos, duplicate work, and unreliable connections. Everything runs on your own, up-to-date CRM data.

Start small, big impact

A smart deployment of AI doesn’t have to be a big project. At CBEE Remarkable, we start small, with a concrete application that adds value immediately. For example, an agent that handles frequently asked questions via your service channel, or a campaign manager that suggests your next action based on behavior. From that foundation, we build further, always in collaboration with your team.

“We are now investing in Agentforce to take the next step. Thanks to the foundation we built together with CBEE, we can remain scalable and respond faster to opportunities.”
– Matthijs Hoenen, Finance Director at IG&H

Safe and scalable

The impact of AI is increasing rapidly. International Data Corporation expects investments in generative AI to grow from 16 billion dollars in 2023 to 140 billion in 2027. At the same time, trust in AI among customers and employees is still fragile. That’s why it’s important to apply AI within a reliable and transparent structure. Agentforce does this by using trusted components in Salesforce, such as the Einstein Trust Layer and your existing governance settings.

You decide where AI is deployed, how it’s fed, and where the boundaries lie. This way, technology remains in service of your people.

Who is Salesforce Agentforce suitable for?

Agentforce is interesting for organizations that use Salesforce and want to further automate their processes. Especially in sectors where knowledge sharing, customer interaction, and scalability are important, such as business services, IT, consultancy, or SaaS.

Do you want to deliver faster and more consistently with less manual work? Then this is the time to start with AI that grows with your organization.

More about Salesforce Agentforce?

Curious what an AI assistant looks like in practice? In the webinar ‘Elevate Your Customer Support’, you’ll see how an AI-powered support agent built on Salesforce Agentforce independently handles repetitive customer questions. This leads to shorter waiting times, better knowledge management, and more room for valuable customer contact.

During the live demo, you’ll discover how AI automatically forwards more complex questions to an employee, while continuing to learn for future interactions. A concrete example of how to make your support smarter and more scalable.

The webinar is available on-demand
👉 Watch the webinar

Speakers:
Thomas Klopstra, Co-founder & Salesforce Lead at CBEE Remarkable
Ruben Doornbos, Salesforce Consultant at CBEE Remarkable

Get started with CBEE Remarkable

As a certified Agentforce Partner, we help you realize smart, scalable AI solutions. We translate your goals into practical applications and ensure everything is right: technically, substantively, and organizationally. No vague promises, but results that your team can use immediately.

Curious what Salesforce Agentforce can mean for your organization? Schedule a demo or contact us. We’ll show you where you can start, without risks, but with impact.

👉 Schedule a demo with CBEE

 

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