Frequently Asked Questions

Agentforce is Salesforce's AI agent platform that lets you build autonomous agents that can qualify leads, resolve support tickets, book meetings, and execute workflows — without human intervention. Unlike chatbots, these agents can reason, plan, and take action across your Salesforce data.

Einstein AI provides predictions and recommendations — it tells you what might happen. Agentforce agents take action — they actually do the work. Think of Einstein as an advisor and Agentforce as an employee.

Not necessarily, but it helps. Data Cloud gives your agents more context by unifying customer data from multiple sources. For simple use cases, you can start with just your Salesforce data. For more sophisticated agents, Data Cloud makes them smarter.

We specialize in small and mid-size businesses — typically $10M to $50M in annual revenue. These companies are big enough to benefit from AI but small enough that we can make a real impact.

Primarily yes. Our sweet spot is companies already running Salesforce who want to get more value from their investment. We also do new implementations for companies planning to adopt Salesforce.

A basic agent can be live in 2-4 weeks. More complex implementations with multiple agents, custom actions, and integrations typically take 6-12 weeks. We'll give you a realistic timeline after our discovery call.

It depends on scope. A simple agent implementation might be $15-25K. A full AI transformation with multiple agents, Data Cloud, and integrations could be $75-150K+. We'll provide a detailed quote after understanding your needs.

Good question — and one we help answer in our discovery call. Generally, you need clean data, well-defined processes, and a clear use case. If your org is a mess, we might recommend optimization before AI.

Book a 30-minute strategy session. We'll discuss your goals, review your current Salesforce setup, and identify whether AI makes sense for your situation. No pitch, no pressure — just an honest conversation.

Yes. AI agents need tuning and optimization over time. We offer monthly retainers for ongoing support, monitoring, and capability expansion. Most clients stay with us after their initial implementation.