Salesforce Agentforce Consulting Services
Drive customer success with autonomous Agents tailored to your business.
With Salesforce Agentforce, build autonomous Agents and drive customer success across sales, service, and more. Agents, powered by Salesforce’s generative AI capabilities and your CRM data, can interact with team members, customers, and prospects and carry out predefined tasks, all while staying secure. With Atrium’s consulting services, we’ll help you build Agents that are customized to your unique needs and also make sure your data foundation is working to drive success.
Agentforce Consulting Services
With Atrium’s help, get up and running quickly with Agentforce and demonstrate value for the use cases that matter.
Agentforce Quickstart
Test and learn with Agentforce and Prompt Builder with an implementation of standard actions, custom actions, and/or custom Prompt Templates, and map business processes to identify potential areas for generative AI use cases.
4-6 weeks
Agentforce Pilot
Go beyond a quickstart with a full implementation of several use cases/actions leveraging Agentforce Agents and Prompt Builder. Roll out functionality at scale with change management in a dedicated pilot designed to demonstrate value.
6-12 weeks
Customized Generative AI
Have a need for generative AI beyond or in addition to CRM?
With an approach tailored to your business needs, Atrium can provide proof of concepts and the implementation of tools around custom use cases.
Custom
Atrium: Your AI Partner for Success
As a Salesforce partner with a focus on CRM + data + AI, Atrium is well-equipped to help you get the most out of Agentforce. We see Agentforce, Prompt Builder, and AI-infused CRM tooling as an opportunity for organizations to accelerate their generative AI journey on the Salesforce platform. With extensive offerings, data science expertise, and specialization in long-term data literacy and change management, we can help you set up autonomous Agents and drive success in the use cases that matter.
Agents for All of Your Business Needs
Atrium is here to help you set up and maximize the value of your autonomous Agents.
Provide an excellent service experience to customers with Service Agent. Leverage a chatbot that communicates in natural language to respond to customer queries, perform tasks, and make handoffs to team members for more complicated requests.
Drive prospect engagement with SDR Agent. Send customized messages across channels (including email, SMS, and WhatsApp), seamlessly route to and schedule meetings with humans, and scale your sales team.
Give every sales representative a dedicated AI coach. Engage in role-plays tailored to customer data, and get insights and suggestions during live calls. Leverage your existing sales training/objection handling docs to customize Sales Coach’s feedback.
With Campaign Agent, leverage natural language to build campaign briefs, generate email drafts and landing page copy, and build segments and journeys. Campaign Agent even helps you optimize your campaigns over time as it monitors campaign performance.
With Agent Builder, build custom actions for Agents so they can serve your users and customers across a variety of use cases unique to your business.
Drive Customer Success with Humans and AI, Together
Agentforce helps you scale your teams and leverage AI with your employees to maximize results. For example, SDR Agents can be customized so they only interact with prospects under a particular revenue range, so your higher-value leads get responses directly from your sales team. Meanwhile, Agents can also route communications to human team members at appropriate times, such as scheduling meetings for your sales reps or handing off more complicated service requests.
Pre-Built Agents for Rapid Deployment
Plug-and-play AI agents from Atrium to help you streamline workflows faster.
Atrium’s Digital Banking Agent offers instant, personalized support in the online portal. It handles routine inquiries, streamlines case creation, and is available 24/7. By automating tasks and providing trusted insights, it boosts customer satisfaction, efficiency, and reduces costs, freeing service teams for complex issues.
Atrium’s AI Equipment Maintenance Agent predicts failures, preventing breakdowns and ensuring reliable operation. Leveraging federated data and predictive AI, it helps avoid equipment and brand damage. Service engineers gain time from admin to focus on excellent service.
With Retention Agent, Atrium’s custom agent for Agentforce, proactively identify at-risk customers and get personalized recommendations to re-engage them. Retention Agent leverages both predictive and generative AI to help you retain customers.
Agentforce FAQ
What is Agentforce 360?
Agentforce 360 is the current umbrella for Salesforce agentic AI, spanning the agent-building tools, the platform services agents run on, and the prebuilt agents shipped for sales, service, marketing and commerce. It is the name the rest of the portfolio was aligned to, which is also why Data Cloud became Data 360.
Which Agentforce agents can we actually deploy?
More than the launch announcements list. Salesforce help documentation names agents that the marketing pages do not, and the two taxonomies do not always match. Before scoping, it is worth checking the documentation rather than the announcement, because availability and naming differ between them.
How is Agentforce consumption charged?
Through Flex Credits, a shared pool consumed as agents and platform features run, and transferable between Agentforce and Data 360. Consumption is visible in Salesforce Digital Wallet. The practical implication is that usage is monitored and optimized rather than bought once and forgotten.
What has to be true before agents work well?
Agents ground in whatever your org actually holds, so activity capture, field hygiene and identity resolution come first rather than last. Structured grounding comes from Data 360 data graphs, unstructured grounding from indexed documents, and semantic grounding from a governed metrics layer so business terms resolve correctly.
Are there limits worth knowing about before we scope?
Yes, and they are the part competitors leave out. Feature availability varies by region, and individual capabilities sit at different stages, some generally available and some still beta or pilot. We check current status per capability at scoping rather than assuming, because it moves release to release.
What outcomes should we expect?
Work that used to sit in a queue getting handled without a person touching it, and people spending their time on the exceptions instead. We define which work, and what good looks like, before building anything, then measure against it with conservative attribution.
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Ready for Real Results?
Reach out to our team—dedicated to the metrics that matter most. We’re here to help you adapt and grow.