Agentforce · Agentforce 360 Platform

Autonomous AI agents. That actually act.

Agentforce is Salesforce's platform for building autonomous AI agents that plan, reason, and take action across your business — grounded in your Data Cloud data, trusted with your CRM workflows, and deployed inside Sales, Service, Marketing, and Commerce. Not a chatbot. A digital labour force.

Autonomous, multi-step reasoning
Grounded in your Data Cloud
Deployed across every cloud
01 — What it is

Not a chatbot. A digital labour force.

Agentforce is not a chatbot layered on top of your CRM. It's a platform for building autonomous agents that can plan multi-step tasks, reason over your data, and execute actions with proper governance — across any Salesforce cloud, inside Slack, and embedded in your customer-facing experiences.

Every agent is grounded in Data Cloud (your unified customer data), guided by your topics and instructions (what it can and can't do), and equipped with actions (Flows, Apex, MuleSoft APIs, and prompts) to get work done. You define the boundaries; Agentforce executes inside them.

Available as pre-built agents (Service Agent, Sales Development, Campaign Creation, Paid Media Optimization) or as custom agents built in Agent Builder — with Atlas, Salesforce's reasoning engine, underneath.

02 — Four pillars

Build, deploy, govern — autonomous AI at scale.

01 — Reason

Atlas reasoning engine.

Every Agentforce agent runs on Atlas — Salesforce's multi-step reasoning engine that plans actions, retrieves context, and decides what to do next. Not pattern matching. Real planning.

  • Multi-step task decomposition
  • Retrieval-augmented grounding
  • Reflection and self-correction
02 — Ground

Data Cloud-native context.

Agents retrieve customer context, product data, and unstructured knowledge from Data Cloud in real time — so every response and action is grounded in your trusted enterprise data.

  • Data Cloud retrieval
  • Unstructured data activation
  • Real-time signals
03 — Act

Flows, Apex, APIs.

Agents don't just answer — they act. Actions wrap existing Flows, Apex methods, MuleSoft APIs, and prompt templates so agents can update records, book meetings, create opportunities, and trigger downstream workflows.

  • Native Flow + Apex actions
  • MuleSoft API integration
  • Prompt templates
04 — Govern

Guardrails built in.

Topics define what agents can do; instructions define how. Combined with approval workflows, confidence thresholds, and full audit logs, Agentforce ships with enterprise guardrails from day one — not bolted on after.

  • Topic & instruction governance
  • Approval workflows
  • Full audit trail
// The shift

Most AI "agents" are chatbots with extra steps. Agentforce is different — it plans, reasons, and executes multi-step work autonomously, grounded in your data, governed by your rules.

03 — The stack

Built on the Agentforce 360 Platform.

Layer 04

Channels

Sales, Service, Marketing, Commerce, Slack, websites, mobile apps — wherever customers are

Interface
Layer 03

Agentforce Agents

Pre-built agents or custom-built via Agent Builder — with topics, instructions, and actions

Agent layer
Layer 02

Atlas Reasoning Engine

Multi-step planning, retrieval, reflection, and action execution — the agent brain

Reasoning layer
Layer 01

Data Cloud + Salesforce Platform

Unified data foundation, governance, metadata, identity — shared across every agent

Foundation
04 — Why TBG

Agentforce implementations that ship.

Agentforce pilots fail when teams treat agents like chatbots — scope small, wire to a knowledge base, ship a Q&A bot. TBG scopes agents as autonomous co-workers with real actions, real governance, and a real path to production.

  • Led one of Australia's first Agentforce Marketing implementations. National homebuilder, end-to-end.
  • Author of The Agentforce Marketing Ultimate Guide. The definitive guide on agent deployment.
  • Speaker, Salesforce World Tour Sydney. "Data Graphs in Agentforce Marketing."
  • Fixed-scope, fixed-price Agentforce activation. First agent live in days, not quarters.

The teams that win with Agentforce aren't the ones with the smartest agents — they're the ones with the clearest boundaries. Governance is the product.

Arthur Backouche Marketing Architect & Founder · TBG
05 — Frequently asked

Questions customers ask before they move.

How is Agentforce different from ChatGPT or Copilot?

ChatGPT and Copilot are general-purpose conversational AI. Agentforce is an agent platform grounded in your Salesforce data, with actions that execute Flows, Apex, and APIs — plus enterprise governance, topic controls, and full audit trails. It's built for production use inside your business, not for general Q&A.

Do I need Data Cloud to use Agentforce?

For most meaningful use cases, yes. Agentforce uses Data Cloud to ground agents in your unified customer data, retrieve unstructured knowledge, and operate across clouds. Some basic agent scenarios work on CRM data alone, but Data Cloud unlocks the real value.

What's the difference between pre-built and custom agents?

Pre-built agents (Service Agent, SDR, Campaign Creation, etc.) are configured templates — fastest path to live, minimal setup. Custom agents are built in Agent Builder with your own topics, instructions, and actions — for workflows Salesforce hasn't pre-packaged. Most customers start with pre-built and graduate to custom.

Is Agentforce safe? Can we control what agents do?

Yes. Agentforce ships with topic-level governance (what an agent can discuss), instruction-level guardrails (how it should behave), confidence thresholds, approval workflows for high-impact actions, and full audit logs. You define the boundaries.

How long does an Agentforce implementation take?

Our fixed-scope activation package delivers your first working agent — grounded in Data Cloud, with real actions, proper governance, and go-live training — in days. Timeline and scope are confirmed in a 24-hour SOW after a short scoping call.

How does Agentforce pricing work?

Agentforce runs on a consumption model — you pay per agent conversation (or action). Pricing varies by edition and is tied to Salesforce Foundations and Data Cloud credits. We confirm your entitlements during the scoping call.

— Ready when you are

Let's scope your Agentforce activation.

A 15-minute scoping call. A fixed-scope SOW within 24 hours. Your first Agentforce agent live in days — with production-grade governance from day one.

Arthur Backouche helps organisations and professionals get more value from Salesforce and modern marketing technologies. Driven by clarity, impact, and practical execution.

Please share a few details below and I’ll get back to you shortly.

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We are helping organisations and professionals get more value from Salesforce and modern marketing technologies. Driven by clarity, impact, and practical execution.

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