Agentforce for work that needs doing.
We design and deploy Agentforce agents across sales, service, and custom business processes, built by architects who understand both the platform and the operations underneath it. Agents that fit your actual business processes, not demo scenarios.
Agents that work within your business rules.
Agentforce is Salesforce's platform for AI agents that combine conversational AI with tools that retrieve information and carry out approved tasks. LOVALTO designs and deploys Agentforce agents across sales, service, and custom business processes, defining the data, actions, permissions, and handoffs around each one. It is for teams that want agents that fit their actual processes, not demo scenarios.
Free your team for the conversations that actually close
We configure sales agents for research, lead engagement, meeting preparation, and approved record updates, and confirm the product, entitlement, and rollout before scoping delivery. See what is available today.
Lead qualification & support
- Automated lead qualification with intelligent handoff to reps
- Product recommendations, pricing questions, and meeting scheduling
- Competitive intelligence and objection handling on demand
Engagement & intelligence
- Personalized outreach and follow-up automation at scale
- Connect agents to available account health signals and predictive scores
- Pipeline analysis, expansion opportunities, and coaching insights
Resolve routine requests, hand off the exceptions
Service agents can answer from approved knowledge and complete configured actions, with escalation to a person when needed. We design subagents, actions, channel connections, and Data 360 retrieval for the chosen use case. Grounding and guardrails reduce errors; testing and monitoring are still required.
Resolution & self‑service
- Natural language issue resolution with knowledge recommendations
- Order tracking, account updates, and returns processing
- Real‑time response suggestions and case summarization for agents
Routing & proactive service
- Automated categorization, sentiment analysis, and priority scoring
- Skill-based routing with VIP identification and escalation triggers
- Proactive alerts: outage notifications, renewal reminders, satisfaction surveys
Specialized agents for your unique processes
Beyond sales and service. Grounded in approved business data, with explicit access limits and action rules.
Financial Services
Banking and wealth management support for intake, document collection, and service requests, with specialist review for advice, lending, and compliance decisions.
Operations & back-office
Document processing, compliance monitoring, approval routing, inventory management, and procurement agents that cut manual effort.
Retail & e-commerce
Shopping assistants, order management agents, and product recommendation specialists that drive conversion.
HR & employee
Recruiting assistants, onboarding coordinators, benefits advisors, and employee self‑service agents.
Grounded in your data, bounded by your guardrails.
The new Agentforce Builder uses hybrid reasoning and Agent Script to combine natural-language instructions with deterministic business logic. Subagents, formerly called topics, organize the work. Actions connect agents to configured Flow, Apex, prompts, and APIs.
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Understanding context
Agents understand natural language, analyze conversation history, access Salesforce data, and gather context to provide relevant responses.
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Reasoning & decision making
Hybrid reasoning selects the next step while Agent Script, action logic, and permissions enforce the rules that must hold.
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Taking action
Agents invoke the actions you expose, such as record updates or service workflows. We require confirmation or human approval where the process calls for it.
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Testing & improving
Teams use evaluations, session traces, feedback, and monitoring to improve instructions and actions. A conversation does not automatically retrain the underlying model.
Build, test, and maintain the whole agent lifecycle.
We build in Agentforce Studio with the new Agentforce Builder and Agent Script: Canvas and Script views for configuration and development, Agentforce DX for CLI and VS Code workflows. New agent creation moved to the new builder in July 2026. Existing legacy agents remain editable, with migration requiring testing.
Channel support depends on the agent, license, and integration: supported web, messaging, Slack, or voice experiences, the Agent API, or Salesforce-hosted MCP tools, each with its own authentication and access review.
Strategy & build
- Use case identification, persona development, and success metrics
- Agent configuration in Agentforce Builder, Data 360 grounding, and guardrails
- Subagents and actions connected to approved Salesforce data, flows, and APIs
- Supported channel, Agent API, or MCP connections with explicit authentication and permissions
Test & deploy
- Builder previews, Testing Center evaluations, and action and handoff tests
- A measured pilot before production rollout, with a rollback plan
- Named owners, session review, usage monitoring, and regression tests
What is available today.
Salesforce's September 11 announcement expanded the agent portfolio, and Dreamforce 2026 introduced AIforce. Availability varies by product; a pilot or announced release is not a production entitlement. Before the pilot, confirm the data, access, and running costs.
AIforce, Claudeforce, and Slackforce
AIforce brings Salesforce data, workflows, and governance into the AI tools people already use, and every request runs on your existing permissions. Agentforce Coworker, an AI teammate in Lightning Experience, is generally available. Salesforce in Claude, a plugin with 37 prebuilt sales skills, is in beta. Slackforce Surfaces, live dashboards and reports built from a Slackbot prompt, are available in Slack. Koa, Salesforce's CRM reasoning model, is in pilot in Agentforce, with general availability expected in winter 2026 in U.S. regions. Read what each one does and what to check first.
Generally available
Casey for customer help, Paige for IT and HR service, Carter for shopping, Marshall for supply chain, Piper for inbound pipeline generation, and Fin for customer experience. Multi-Agent Orchestration is also generally available.
Pilots and planned releases
Hunter, the outbound sales agent, is in pilot, with general availability planned for November 2026. AI Skills in Agentforce Coworker is in pilot with October 2026 availability planned. Agent Optimizer is also planned for October 2026. Hunter is the first agent using the new long‑horizon runtime; this is not a blanket capability of every agent. Planned dates can change.
Data 360 and trust
Data 360, formerly Data Cloud, supports capabilities such as retrieval, audit data, and analytics. Enabling it and implementing a full customer-data unification program are different scopes. We confirm the required setup for your agent.
Agentforce uses the Einstein Trust Layer, but agent data masking is disabled. Salesforce documents zero retention by third-party model providers; Salesforce-side audit and session storage still need review. Validate the agent's access to sensitive records.
Licensing and consumption
Salesforce offers Flex Credits, conversation pricing, and eligible user-based packages. Help Agent also has resolution pricing. Agent type, actions, channel, Data 360 services, and your agreement determine the total. We estimate a representative workflow and monitor consumption in Digital Wallet.
A license check and a tested pilot come before production. The free readiness score is a planning aid, not a deployment approval.
Agentforce, answered.
What Agentforce agents are available today?
As reviewed on September 14, 2026, Casey, Paige, Carter, Marshall, Piper, and Fin are generally available, and so is Multi-Agent Orchestration. Hunter, the outbound sales agent, is in pilot, with general availability planned for November 2026. Availability varies by product, a pilot or announced release is not a production entitlement, and planned dates can change.
What do you confirm before an Agentforce pilot?
We confirm the data, access, and running costs. That covers the Data 360 setup the agent needs, the agent's access to sensitive records, and a consumption estimate for a representative workflow. A license check and a tested pilot come before production.
How do you test an Agentforce agent?
We test with Builder previews, Testing Center evaluations, and action and handoff tests, then run a measured pilot with a rollback plan before production rollout. After launch, named owners review sessions, monitor usage, and run regression tests. Grounding and guardrails reduce errors; testing and monitoring are still required.
How is Agentforce priced?
Salesforce offers Flex Credits, conversation pricing, and eligible user-based packages, and Help Agent also has resolution pricing. Agent type, actions, channel, Data 360 services, and your agreement determine the total. We estimate a representative workflow and monitor consumption in Digital Wallet.
Not sure an agent is the answer?
If the underlying data is wrong, an agent will confidently repeat it: start with a Health Check. If the question is which AI belongs where, that is AI Consulting. Agents lean on Integrations and Data & Analytics to reach the systems that hold the answer. For the wider picture, see AI automation and agents. See all capabilities.
Scope your first agent.
Let's explore how Agentforce can take work off your team's plate: autonomously, safely, and at scale.