Agentforce consulting:
AI agents that do real work
in Salesforce.
Agentforce agents for service, sales and marketing teams, working on your Salesforce data under the Einstein Trust Layer, implemented by a Salesforce Summit Partner.
Ends with a ranked use-case shortlist, a fix list and a plan for a first pilot.
In production today: TASC Outsourcing, Armakuni, Send Group, DecodeAge, Ark Swimwear. See the client programs
Agentforce programs delivered
Techila has delivered 15+ Agentforce programs, including for TASC Outsourcing, Armakuni, Send Group, DecodeAge and Ark Swimwear.
AI that acts, not just advises.
Unlike traditional chatbots that surface suggestions, Agentforce agents take real actions. They create Salesforce records, draft and send emails, qualify and route leads, and run multi-step workflows within the permissions you set. Every action is grounded in your live CRM data and governed by the Einstein Trust Layer. For data that lives outside the CRM, see how Data 360 grounds Agentforce agents.
Traditional chatbot
Agentforce AI agent
ActionableSelect a capability to see where it acts in the flow.
Agentforce coordinates next-best actions by grounding every decision in Salesforce data, reasoning across context, executing workflows, and verifying the result before it moves on.
How Agentforce works.
Five governed steps from request to verified action in Salesforce, each one logged for audit.
Receive Request
Captures intent from customers, leads, or employees.
↓Atlas Reasoning
Determines the next best action using business context.
↓Data Grounding
Pulls trusted CRM and enterprise data.
↓Tool Execution
Executes workflows across Salesforce and connected systems.
↓Verified Output
Delivers governed and auditable results.
Purpose-built for your workflows.
Three agents, each built around one business outcome. Targets are agreed with you before the build and reported against at every phase. For manufacturers, see Agentforce for manufacturing: warranty claims, account planning and channel agents on Manufacturing Cloud.
Service Agent
Customer SupportResolve routine customer issues 24/7 and hand complex cases to your team with full context.
SDR Agent
Sales DevelopmentMarketing Agent
Campaign AutomationAgentforce by industry
Guides to what Salesforce offers in Agentforce for each industry, and where a first agent fits.
Agentforce in your industry
| Industry | Where agents help |
|---|---|
| Financial services | Client onboarding questions, loan status, adviser preparation, service requests |
| Manufacturing | Dealer order queries, warranty claims, predictive maintenance cases, field technician guidance |
| Healthcare and life sciences | Appointment reminders, member questions, care coordination, prior authorization support |
- Agentforce for manufacturing What Salesforce offers manufacturers in Agentforce and Manufacturing Cloud, and how to start with one sales, service or channel process.
- Agentforce for consumer goods What Salesforce offers consumer goods brands in Agentforce and Consumer Goods Cloud, and how to choose a first agent for your field and account teams.
- Agentforce for public sector What Salesforce offers government agencies in Agentforce and Public Sector Solutions, and how to start with one constituent or staff process.
Cost estimator
Want to estimate what Agentforce
costs to run?
Use our interactive calculator. Choose Flex Credits or per-conversation pricing, enter your usage, and see the estimate from Salesforce's listed prices. Or read how Agentforce is priced, and what our Agentforce implementation services cover.
per 100,000 Flex Credits; a standard action uses 20 credits
per conversation
Which companies has Techila delivered Agentforce for?
Techila has delivered 15+ Agentforce programs, including for TASC Outsourcing, Armakuni, Send Group, DecodeAge and Ark Swimwear.
Staffing · UAE
TASC Outsourcing
Agentforce across Sales Cloud, Service Cloud, Field Service and Experience Cloud: employer and candidate questions answered 24/7, AI matching of candidates to open roles, and an employer self-service portal.
Cloud engineering · UK
Armakuni
An Agentforce agent trained on Armakuni's engineering knowledge base resolves technical FAQs, routes cases by topic and complexity, and escalates with full context.
Retail · Singapore
Send Group
Agentforce with Data 360 (formerly Data Cloud), Service Cloud and Marketing Cloud.
Health and wellness
DecodeAge
Agentforce on Service Cloud, connected to Shopify for real-time order status, answers FAQ and order questions 24/7 and hands complex cases to a person with context.
Retail
Ark Swimwear
Agentforce and Service Cloud for customer support, order tracking, and self-service returns and exchanges, with escalation to account managers.
Why choose Techila as your Agentforce partner?
A Salesforce Summit Partner and Agentforce Partner Network member, with Salesforce delivery across financial services, manufacturing, healthcare and retail.
Agentforce Partner Network member, Salesforce Summit Partner, 500+ Salesforce certifications and 700+ projects since 2012.
Strategy, design, deployment and optimization from one partner under one SLA.
We agree baseline metrics and targets before the build, then report against them at every phase.
Enterprise RBAC, data governance, and compliance guardrails built into every agent deployment.
What our Agentforce consultants do
Architect-led Agentforce consulting covers the whole life of an agent, from choosing the job it does to watching how it performs once live.
Rank use cases
Candidate processes ranked by volume, how clearly they are measured today and how ready their data is.
Data and permission readiness
A review of the records, knowledge articles and Data 360 setup the agent grounds on, and of the permissions of the user it runs as.
Agent design in Agent Builder
The agent's jobs to be done, instructions and guardrails, written in natural language in Agent Builder.
Flows, Apex and APIs as actions
Existing Flows, Apex, prompt templates and APIs turned into agent actions the agent can call.
Testing Center
Batch tests in a sandbox that pair example requests with expected responses, plus checks of hand-offs to people.
Monitoring
Agentforce Observability, conversation reviews and testing of each new agent version before it is activated.
Agentforce consulting engagements: assessment, pilot, rollout, managed
Each engagement ends in something you can use. Scope is set in a scoping call.
- 01
Assessment
A ranked use-case shortlist, data and permissions findings, and a plan for a first agent.
- 02
Pilot
A first agent live on one channel and one use case, measured against the baseline agreed at the start.
- 03
Rollout
More use cases or channels once the pilot meets its exit criteria, each with its own test set and deployment checks.
- 04
Managed
Ongoing review of live conversations, alerts and agent versions, with changes tested in a sandbox before they are activated.
How to choose an Agentforce consulting partner
Weigh the claims you can check. Each point below can be verified before you sign.
AppExchange tier and reviews
The partner's listing in Salesforce Consultants on AppExchange shows its tier, its rating and the number of customer reviews.
Trailhead credential verification
Current Salesforce certifications for each consultant on your project, checked with Trailhead's credential verification.
Case studies in production
Published case studies with agents in production that name the use case and the channel.
Named people
A proposal that names who will design the agent, build its actions, prepare the data, test it and launch it.
Techila's AppExchange listing shows the Summit tier and a 4.82 rating from 19 reviews. What a Salesforce Agentforce partner should bring.
Deploy across every Salesforce Cloud.
Agents work across the Salesforce Clouds you already run, and reach other systems through MuleSoft. For agents and alerts in Slack, see our Salesforce Slack integration services.
Read the guide: What is Agentforce?Agentforce works across these Salesforce products:
Agentforce readiness assessment
A structured review of your use cases, data and permissions before any agent is built.
Book a readiness assessment- Use-case shortlist
The jobs an agent could own, ranked by value and effort, with the measure each one would report against.
- Data readiness
Whether the records, knowledge and systems an agent needs are accurate, current and reachable.
- Trust and governance
Permissions, Einstein Trust Layer settings, escalation rules and the audit trail for each action.
- Cost and plan
Expected usage on Salesforce pricing, the fix list, and a plan for a first pilot.
Agentforce questions
Einstein bots follow scripted dialog flows that you build step by step. Agentforce agents are given a job, topics and actions, and the Atlas Reasoning Engine plans the steps at run time. They can update records, run flows and call other systems within the permissions you set, under the Einstein Trust Layer.
An agent needs the records it acts on, such as cases, leads, orders or accounts, kept accurate in Salesforce. It also needs current knowledge articles or documents to answer from, and clear permissions that define what it may read and change. Data from other systems can be brought in through Data 360 or MuleSoft.
It depends on scope: the use case, the channels, the state of your data and the systems the agent must reach. We agree the timeline with you in the pilot plan, after the readiness assessment.
An Agentforce consultant ranks the use cases where an agent fits, checks the data and permissions it will use, designs the agent in Agent Builder, turns existing Flows, Apex, prompt templates and APIs into agent actions, tests it in Testing Center and sets up monitoring once it is live.
Most start with an Agentforce readiness assessment, which ends in a ranked use-case shortlist, data and permissions findings and a pilot plan. If the use case and its baseline are already agreed, the engagement can start with a pilot instead. Scope is set in a scoping call.
Check the partner's AppExchange listing for its tier and customer reviews, verify the named consultants' certifications with Trailhead credential verification, read case studies with agents in production, and ask who exactly will design, build and test your agent.
Insights
Agentforce insights.
Guides from our Agentforce practice: what the platform does, what Salesforce has released, and how to plan a rollout.
- What Is Agentforce? How It Works for Salesforce Teams →Agentforce is Salesforce's platform for building and running AI agents that reason over your CRM data and take actions, such as resolving a case, updating a record or qualifying a lead. Agents follow the instructions and permissions your team sets and hand over to a person when they should.
- Salesforce Chatbot in 2026: Agentforce vs Einstein Bots vs Third-Party Bots →A Salesforce chatbot in 2026 is usually an Agentforce service agent, an Einstein Bot or a third-party bot connected to Salesforce messaging. Here is how the three compare, what they cost, what changed with legacy Chat, where ChatGPT fits, and how to launch one that resolves cases instead of deflecting them.
- What Happened to Einstein Copilot? It Is Agentforce Now (2026 Guide) →Einstein Copilot was renamed Agentforce in January 2025, and Einstein GPT has evolved into the same platform. Here is the timeline, what each Copilot feature is called now, how to turn it on, what it costs in 2026 and what to do with an existing Copilot setup.
- How to Choose an Agentforce Implementation Partner →A buyer's checklist for choosing an Agentforce partner: what Salesforce's 2026 partner program changed, how to verify a partner and its consultants yourself, the questions to ask about data, testing, trust and monitoring, the red flags, and a scoring table to compare proposals.
- Dreamforce 2026 Recap: What Is Live, Pilot or Upcoming →Dreamforce 2026 brought seven job-ready Agentforce agents, AIforce, the Koa reasoning model and Agentforce Coworker. This recap, re-checked on 10 November 2026, sorts each announcement by availability status and says what admins, architects and business leaders should do next.
- Agentforce for Customer Service: How Service Agents Work →How Agentforce works for customer service teams: AI agents that resolve routine requests across chat, voice and messaging, act on Salesforce data and hand complex cases to people with the context attached. What Salesforce offers, how it differs from Einstein Bots, and how to roll it out.
Free consultation
Schedule a free
consultation today.
Our Agentforce architects review your workflows and recommend where a first agent fits, with the measures we would report against.