Salesforce Agentforce AI is revolutionizing the way businesses interact with customers and manage operations. Launched in Dreamforce 2024, this powerful AI tool leverages the latest advancements in artificial intelligence and provides intelligent automation and insights. It offers a wide range of capabilities to enhance productivity, streamline processes, and improve customer experiences making Agentforce essential for businesses.
Salesforce CEO Marc Benioff said “The agent revolution is real and as exciting as the cloud revolution… The social revolution, the mobile revolution, It will provide a level of transformation that we’ve never seen.”
This blog delves into the industries that benefit the most from Agentforce, highlighting its potential to transform business processes and customer interactions. From healthcare to manufacturing and beyond, Agentforce can be applied to a wide range of use cases, offering significant advantages.
How to build an agent in Agent Builder
To create a Salesforce Agentforce AI agent you can either start with pre-built templates or easily create your own custom agent using its low-code customization setup. The following are its steps:
- Define the purpose of your agent (in natural language) and choose a suitable template.
- Identify key topics that your agent should respond to.
- Provide the agent with training examples to train it better.
- Configure its behavior via the action library, such as sending emails, and making calls.
- Add guardrails where you limit Agentforce with boundaries and error handling.
- Test your agents to test their responses.
In Agent Builder, you get a low-code builder where users can tap into existing tools like Flows, prompt templates, Apex, and APIs to configure their Agents. To set up them properly you can take assistance from Salesforce CRM expert developers.
Types of Agents:
Healthcare
Salesforce Agentforce AI agents can autonomously handle incoming patient queries, perform tasks like scheduling doctor appointments, generate patient summaries for doctors, and organize patient records.
Customer experience
This AI-powered customer support can efficiently handle customer queries and promptly respond to inquiries. They can proactively suggest customer retention improvements and manage conversations via any channel.
Analytics agent
It can assist in data-driven decision making through reports based on data insights from the data gathered in the CRM database. It can customize your stats in the reports to show you the data that truly matters.
IT agent
A fully autonomous agent that can monitor any incoming security threat, managing employee and customer helpdesk cases.
Operations agents
Salesforce Agentforce AI can act as a project manager creating plans, adding resources, and tracking progress across teams and tasks.
Finance Agent
By continuous monitoring of company finances, it can analyze risks, detect frauds, and see opportunities to save costs. It can further answer finance and compliance-based queries.
Top Industries Salesforce Agentforce AI serves:
Agentforce was developed to assist in all sorts of business functions and customer interactions. Later on, it was further expanded to serve as Industries AI, where its specifically built for every industry. The following are the top industries that can benefit from it the most.
Manufacturing
To provide assistance to customer support agents and identify revenue opportunities, AI agents take a proactive approach. They show asset data summaries like location, status, and warranty information, which will be helpful to human agents when interacting with customers.
- Order processing can be entirely automated where it can autonomously manage orders, confirm and ship orders with invoices.
- Manage inventory with CRM integration solutions, where it can analyze demand, forecast inventory levels, and place orders to match on its own.
- Schedule maintenance where it schedules preventive maintenance for equipment calculates the downtime, lets other co-departments know, and notifies maintenance workers for efficient production management.
Energy and utilities
Energy sectors like solar, wind, or other energy providers can efficiently view, manage, and bill their customers. When new customers want to get connections or request quotes, these chatbots can efficiently provide them with their requested information based on company documents they are trained on.
- Bill history helps customer service teams speed up resolution time by monitoring and analyzing business fluctuations over time.
- With Bill history insights the company informs the customer about the reasons behind their rising costs. It can then guide customers to make changes to reduce their bills.
- The rate and usage insights assist service teams in ensuring that the customers are on the right plan given their consumption and costs.
Education
The education sector can benefit in every way whether it’s handling staff members, student or staff recruitment, or managing student matters. You can setup Agentforce for the following jobs:
- Automate application process for customer experience enhancement. It can conduct the entire process of reviewing applications, checking eligibility, and sending acceptance or rejection emails.
- Establish student support where students can ask Agentforce to generate notes of specific subjects, address their queries, or receive guidance on selecting courses that align with their future career goals.
- Faculty support can automate administrative tasks such as scheduling meetings, sending reminders, and managing course materials. It can also assist faculty with research by helping them locate research papers, conduct reviews, and generate reports.
- Agentforce can further have a job to answer recruitment queries and fill in admission forms based on students’ credential information. Additionally, they can further automatically guide prospective students through the admission process.
Non-profit
A non-profit organization benefits by providing timely and accurate information to the volunteers and donors for on-time work. However, a non-profit has to save costs and use its resources accurately. They can’t hire too many resources to perform all necessary business operations. Agentforce can take up a few jobs as follows:
- Manage donor relations with marketing automation with Agentforce. It can automate outreach by sending personalized thankyou or invite messages. Further, it can identify high-value donors to tailor communication strategies.
- For data-driven decision making it can efficiently manage programs with completely automated enrollment programs where it collects information and sends confirmation emails. Tracking and evaluating participants for performance.
- It can effectively manage volunteers’, sending automated emails for upcoming projects, and optimize their schedules for availability and skillset. Later on, send them thank you for participation emails.
Consumer goods
Managing consumer goods whether it’s physical store management or e-commerce can be a hassle. It’s not just a website to manage but various other functions. Agentforce can assist in the following ways.
- AI-powered customer service can answer customer queries about product pricing, features, and availability. It can track orders in real-time and inform about delivery to inquiries made on the website support chatbot.
- Efficiently manage supply chain with Salesforce Analytics integration. It can manage inventory by maintaining optimal supply. It can also suggest alternative routes for delivery agents to avoid delays.
- Salesforce Agentforce AI can smoothly manage your marketing and sales by automating everything that too with personalization sending emails, forecasting sales, managing the sales pipeline, and optimizing pricing strategies with data.
Public sector
One of the most overwhelming, slow, and inefficient procedures and operations is found to be in the public sector. With an Agent, the administrative work can get started without any unnecessary delay. For instance, if someone wants to get their license renewed, they wouldn’t need to visit the service center, instead, they can get it done via the website or app.
- Quick data retrieval from the database enables the system to find your official details in a jiffy and make a request for your renewal.
- The ticketing system can be sped up with the Agent constantly monitoring it. It can notify the person next in line for their spot confirmation. This will also make it more just and efficient as everything will be automated and without any human intervention.
- Application history can be viewed and retrieved for checking the applicant’s eligibility, past outcomes, history, and status changes to speed up case management and decision-making for programs like health, housing, or education grants.
Healthcare
AI Agents use Agentforce for the following jobs in healthcare:
- Automated query resolution automates responses for common queries related to lab results and medical instructions. This frees up healthcare professionals’ time to concentrate on complex patient needs and provide quick assistance to patients.
- Medical history retrieval for treatment plans. This will be able to give critical information for enhanced informed decision-making to doctors. Extracting relevant information from tons of patient data becomes fairly easy.
- Managing medication and care in hospice facilities that prevent optimal care for all patients adhere to prescribed therapies reducing the administrative burden associated with manual follow-ups.
Conclusion:
Salesforce Agentforce AI is a powerful AI tool that can revolutionize various industries, By automating routine tasks, and data-driven decision making through sales, customer support, and marketing automation with Agentforce leading to overall customer experience enhancement. It empowers businesses to achieve great efficiency.
From healthcare to manufacturing and from education to finance it can leverage Salesforce AI to streamline operations, reduce costs, and drive innovation. This makes CRM valuable to business.
To fully realize the potential of Agentforce, businesses should consider partnering with experienced CRM implementation partners like Rolustech, who can help you with CRM integration solutions, implementation, modifications, and customization. Reach out to us and we’re here to help.
