Agentforce Readiness Assessment

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Step 1 of 5Data foundation

Check each statement that applies to your org.

We have identified reliable, approved data sources for the first agent use case

The records and fields needed for that use case are complete and current

We have documented how the agent will retrieve CRM and external data

We have confirmed the Data 360 setup and retrieval features our agent needs

Step 2 of 5Knowledge & content

Check each statement that applies to your org.

We have authoritative content for the questions our agent should answer

Content owners review sources for accuracy, access, and freshness

Instructions distinguish approved sources from untrusted user or retrieved content

The agent has a defined fallback when information is missing or conflicting

Step 3 of 5Process maturity

Check each statement that applies to your org.

We have mapped the first workflow, its boundaries, and a measurable outcome

The Flow, Apex, or API actions the agent will use are documented and tested

Sensitive actions have explicit confirmation, approval, or human handoff rules

We know who receives exceptions and how to measure successful completion

Step 4 of 5Technical readiness

Check each statement that applies to your org.

We have verified the required edition, Agentforce licenses, and channel entitlements

We have tested the agent identity, record access, and field permissions

We can test expected outcomes, failures, and unsafe requests in a non-production org

Our team can maintain the new Agentforce Builder, Agent Script, and dependencies

Step 5 of 5Organizational readiness

Check each statement that applies to your org.

A named business owner is accountable for the pilot and its outcome

We have budgeted licenses and consumption, including actions, channels, and Data 360

A named team will review usage, session traces, feedback, and regressions

We have agreed pilot success criteria and a stop or rollback process

Discuss your results

How ready are you for Agentforce?