Maximize Productivity and Minimize Time with Agentforce

Salesforce Agentforce is an advanced AI-powered platform designed to redefine business processes by automating complex workflows. With its intelligent, autonomous agents, Agentforce enables organizations to enhance customer service with dynamic, multi-turn conversations; streamline operations in sales, marketing, and customer support; and increase efficiency with pre-built agents that handle tasks such as inquiry responses, meeting bookings, and issue resolution.

 

Being a proud partner of Agentforce, we offer businesses a wide portfolio of solutions designed to enhance efficiency and streamline operations. With our Agentforce use cases, we bring customers closer to the people who are going to actually deliver what they need when they need it. More than the technology, this is a real connection we’re helping to establish with your customers.

 

With Milestone Technologies as your partner, you will effortlessly build and deploy AI-powered autonomous agents that work around the clock to support your employees and delight your customers. 

Fasttrack AI Adoption

We offer exclusive starter packs for a structured approach to implementing AI-powered agents tailored to your business needs.

 

Our workshop and quickstart services help you identify key use cases, define agent roles, and configure workflows for seamless automation.

Agentforce Workshop

A hands-on discovery session to lay the foundation for AI-driven automation.

  • Discovery & Strategy: Identify the best agent to start with and analyze data sources. 
  • Use Case Identification: Leverage Milestone accelerators to pinpoint key opportunities. 
  • Agentification Framework: Define process workflows, ROI, and time-to-market strategies. 
  • Rapid Agent Development: Designed to showcase value and accelerate deployment. 
  • AI Data Preparation: Structure data for use with AI Data Cloud. 
  • Comprehensive Discovery Sessions: Multiple in-depth discussions to refine objectives.

Agentforce Quickstart

Kickstart your Agentforce journey with a structured implementation plan.

  • Build & Deploy: Get started with AI-driven automation. 
  • Kickoff & Business Process Review: Identify key business impacts 
  • Define Agent Role: Establish agent purpose, functionality, and alignment. Speed up implementation with the MTI Agentforce Accelerator. 
  • Topic Creation: Develop up to three topics with scope, five instructions, labeling, and classification. Accelerate with MTI Agentforce Accelerator. 
  • Flow Configuration: Set up one automation flow, triggered via an Agentforce conversation. 
  • Salesforce Training: One-hour session to ensure proficiency in Agentforce customization. 

Agentforce Agent Support

Explore the potential of low-code, no-code AI agents that deliver fast ROI and are easy to deploy across industries.

Health Agents | Banking Agents | Product Agents | Ops Agents | Sales Agents | Support Agents | Marketing Agents | CX Agents | Analytics Agents | Finance Agents | HR Agents

Agentforce Industry Capabilities

Businesses across industries face increasing demands for efficiency, personalization, and responsiveness. Salesforce Agentforce simplifies operations by introducing AI-powered autonomous and assistive agents that handle routine, time-consuming tasks with precision. By integrating seamlessly with existing systems, it provides a tailored approach to solving industry-specific challenges, enabling organizations to deliver faster, more accurate, and impactful results across every touchpoint. 

Retail
Retail customers demand fast service, personalized recommendations, and seamless shopping experiences. Agentforce simplifies these complexities, enabling retailers to meet customer expectations efficiently.
Payments / Finance
Customers in the financial sector expect secure, personalized, and fast services. Agentforce equips financial institutions with tools to deliver high-quality interactions while maintaining stringent compliance.
Manufacturing
Manufacturers face constant pressure to improve productivity while maintaining quality and minimizing downtime. Agentforce automates routine processes, ensuring smoother operations and better customer communication.
Healthcare
Patients and caregivers expect timely communication and efficient service in healthcare settings. Agentforce helps healthcare providers streamline operations while improving patient engagement and satisfaction.
Hospitality
Guests today expect seamless and personalized experiences, from booking a stay to check-out. Agentforce enables hospitality businesses to meet these expectations by automating critical touchpoints, reducing delays, and enhancing guest satisfaction.
Education
Students and parents expect smooth processes and personalized support from educational institutions. Agentforce simplifies administrative workflows, making it easier for institutions to focus on delivering quality education.
Technology
In the fast-paced tech sector, customers and teams expect rapid support and efficient processes. Agentforce simplifies repetitive tasks, allowing tech firms to focus on innovation.
Real Estate
Homebuyers and renters expect timely information and personalized assistance from real estate professionals. Agentforce automates key processes, allowing agents to focus on building relationships.
Legal
Legal clients expect accurate, timely updates and efficient document handling. Agentforce assists legal teams in managing administrative tasks, improving accuracy, and enhancing client relationships.
NGO
Non-Governmental Organizations (NGOs) require seamless operations, efficient resource management, and impactful donor engagement to achieve their missions. Agentforce helps NGOs optimize their processes, freeing up time to focus on driving meaningful change.

Use Cases Proven to Deliver Real Business Value

Agentforce is transforming how businesses operate by automating repetitive tasks, streamlining processes, and enhancing customer interactions. Here are key use cases across industries.

Agentforce for Retail

The rapidly evolving retail environment dictates that companies focus on the variables of customer satisfaction, operational efficiency and optimization of inventory for survival. Agentforce empowers retailers by streamlining key operations, from customer interaction to demand forecasting. The advantages of adopting AI far outweigh the consequences of leaving it behind. So, here’s how Agentforce is can help transform retail operations with real impact and measurable results.

Agentforce in Payments

The payments industry demands efficiency, security, and seamless transaction processing. With Agentforce, businesses can automate payment workflows, detect fraudulent activities in real time, and optimize financial operations. With AI-driven analytics, intelligent automation, and predictive insights, organizations can enhance customer experiences, reduce processing costs, and ensure compliance with financial regulations. Here’s how Agentforce is transforming payments with real impact and measurable results.

Agentforce for Manufacturing

Manufacturing involves efficiency, predictive maintenance, and streamlined supply chain management. With Agentforce, manufacturers can increase the efficiency of operations, avoid costly machine failure, and have smooth inventory management. It empowers manufacturing companies to cut costs, improve productivity and enhance decision-making by using predictive analytics, real-time monitoring and intelligent workflow automation. So, here’s how Agentforce is transforming manufacturing with real impact and measurable results. 

Why Milestone Technologies?

As businesses grow, the demand for efficiency and scalability increases. Milestone Technologies stands as a trusted leader in implementing and optimizing Salesforce Agentforce solutions to help businesses achieve sustainable growth. With decades of hands-on experience, we specialize in deploying tailored AI-powered Salesforce solutions that seamlessly integrate with your existing workflows.

  • We design and deploy customized Agentforce solutions tailored to your unique business needs.
  • Our expertise ensures seamless automation of workflows, enhancing efficiency across sales, customer service, and marketing.
  • We help businesses leverage predictive analytics and real-time monitoring for smarter decision-making.
  • We ensure your systems are scalable, adaptable, and optimized for long-term growth.

How Can We Help?

At Milestone Technologies, we take pride in providing the highest level of service excellence in everything we do. 

Get in touch with us today.

Frequently Asked Questions

Agentforce is Salesforce’s AI-powered platform designed to automate complex workflows and deliver dynamic, multi-turn conversations. It includes autonomous and assistive agents that handle repetitive tasks in areas like sales, customer service, and marketing, helping businesses improve efficiency and focus on strategic goals.

Unlike traditional chatbots, which rely on static, rule-based scripts, Agentforce uses advanced AI to understand context, handle complex conversations, and automate entire workflows. It adapts dynamically to customer needs and integrates seamlessly with your Salesforce ecosystem for personalized interactions.

Agentforce delivers personalized, context-aware interactions by integrating seamlessly with your CRM and Data Cloud. This allows businesses to respond quickly to customer needs, provide accurate information, and deliver a seamless experience across multiple touchpoints. 

Yes, Agentforce is highly customizable to meet the unique needs of various industries, including retail, healthcare, manufacturing, finance, hospitality, and more. Pre-built agents can be tailored to align with specific workflows and business objectives.

Milestone Technologies offers end-to-end support for implementing Agentforce, including customization, integration, and training. Our team ensures a smooth deployment process and provides ongoing assistance to maximize ROI and operational success.

200+

Clients

35

Countries

3,000+

Employees

26+

Years in Business

100%

Customized Solutions

Awards & Recognition

Agentforce in Retail

Enhancing Customer Experience & Sales

The rapidly evolving retail environment dictates that companies focus on the variables of customer satisfaction, operational efficiency and optimization of inventory for survival. Agentforce empowers retailers by streamlining key operations, from customer interaction to demand forecasting. The advantages of adopting AI far outweigh the consequences of leaving it behind. So, here’s how Agentforce is can help transform retail operations with real impact and measurable results.

Use Cases

AI-powered customer support
  • AI agents handle routine inquiries, including order status, refunds, and product availability.
  • Automated order modifications, cancellations, and returns improve customer satisfaction.
Personalized shopping experience
  • Seamless integration with e-commerce platforms to provide tailored product recommendations based on browsing and purchase history.
Smart inventory & demand forecasting
  • AI-driven sales trend analysis predicts demand, ensuring optimal stock levels.
  • Automated restocking and vendor management reduce supply chain inefficiencies.
  • Minimizes overstocking and understocking, preventing lost sales and excessive inventory costs.
Advanced customer insights & loyalty optimization
  • AI-powered dashboards and CRM analytics help segment high-value customers.
  • Identifies low-return customers for exclusive offers and loyalty incentives.

Tangible impact

Reduced cart abandonment

Enhanced customer experience leads to better retention.

Optimized inventory management

Better stock accuracy and lower holding costs.

Higher conversion in loyalty programs

Personalized offers drive engagement.

Increased repeat purchases

VIP customers receive targeted incentives, boosting long-term loyalty.

Agentforce in Payments

Secure transactions, seamless processing & intelligent financial operations

The financial sector is aggressively demanding speed, accuracy and security to ensure seamless operations while adhering to regulatory requirements. By integrating Agentforce into financial services, businesses can help reduce processing times, enhance fraud detection and create personalized customer interactions, driving both operational efficiency and customer satisfaction. So, here’s how Agentforce transforms the finance sector with real impact and results.

Use Cases

Fraud Detection & Prevention
  • AI analyzes transaction patterns in real time to detect and prevent fraudulent activities.
  • Predictive analytics flag suspicious transactions, reducing chargebacks and financial losses.
Automated Payment Processing
  • Streamlines payment approvals and settlements for faster transactions.
  • Reduces manual intervention, lowering operational costs and errors.
Smart Reconciliation & Reporting
  • AI automates transaction matching, reducing discrepancies in financial records.
  • Generates real-time financial reports and insights for better decision-making.
Personalized Payment Experiences
  • AI-powered customer insights enable tailored payment options and recommendations.
  • Dynamic payment routing optimizes transaction success rates.
Regulatory Compliance & Risk Management
  • Ensures adherence to financial regulations with automated compliance checks.
  • Identifies potential risks and enhances audit processes with AI-driven monitoring.

Tangible impact

Reduction in fraud-related losses

AI-powered fraud detection minimizes financial risks.

Faster payment settlements

Automated workflows accelerate transaction processing.

Increased operational efficiency

AI-driven automation reduces manual effort and errors.

Lower compliance risks

Automated regulatory monitoring ensures adherence to financial laws.

Agentforce in Manufacturing

Increase efficiency, decrease downtime & improve operations

Manufacturing involves efficiency, predictive maintenance, and streamlined supply chain management. With Agentforce, manufacturers can increase the efficiency of operations, avoid costly machine failure, and have smooth inventory management. It empowers manufacturing companies to cut costs, improve productivity and enhance decision-making by using predictive analytics, real-time monitoring and intelligent workflow automation. So, here’s how Agentforce is transforming manufacturing with real impact and measurable results.

Use Cases

Predictive maintenance & equipment optimization
  • AI analyzes equipment performance in real time, predicting failures before they occur to prevent costly downtime.
Streamlined production & workflow optimization
  • Identifies bottlenecks in production and reallocates resources to maximize efficiency.
  • Enhances workflow automation to improve operational productivity.
AI-powered customer support
  • Real-time defect detection ensures high product quality with minimal waste.
  • Improves accuracy in quality control checks, reducing rework and material loss.
Smart inventory & supply chain management
  • Predicts demand trends and automates inventory tracking to prevent overstocking or stockouts.
  • AI-powered procurement automation and real-time shipment tracking enhance supply chain efficiency.
Compliance & workplace safety
  • Ensures adherence to regulatory standards with automated safety checks and reporting.
  • Reduces operational risks by streamlining compliance monitoring.

Tangible impact

Reduction in unplanned downtime

Predictive maintenance minimizes equipment failures.

Improvement in production efficiency

Optimized workflows enhance manufacturing output.

Decline in supply chain disruptions

AI-driven demand forecasting ensures smooth operations.

Cost reduction in procurement & logistics

Automation streamlines supplier relations and logistics.

Improvement in quality control accuracy

AI reduces waste and rework through enhanced defect detection.

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