SOLVD BLOG

Can Agentforce automate tasks

Many businesses spend too much time on small, repetitive tasks. AgentForce can help by automating these tasks inside Salesforce. This lets your team focus on more important work, like helping customers and closing sales.

How Does AgentForce Automate Tasks?

AgentForce uses flows and agent actions in Salesforce to create tasks automatically. Here’s how it works:

  1. Set Up a Flow – This tells AgentForce what task to create.
  2. Create an Agent Action – This connects the flow to AgentForce.
  3. Run the Automation – When a user asks AgentForce to create a task, it follows the flow to do it instantly.

“We create a flow, then an agent action, and link it to AgentForce so we can see it in action.” – Parker Gunnell, Consultant at SOLVD.

Example: Creating a Task Automatically

Let’s say a sales rep wants to create a follow-up task. Instead of doing it manually, they can ask AgentForce to do it for them.

For example, a rep could type: “Create a task for Universal Services with a due date of next Tuesday. Assign it to Parker.”

AgentForce will:

  • Process the request.
  • Create the task with the right details.
  • Assign it to the correct person.
  • Confirm that the task is done.

“After a few seconds, the task is created and assigned—just like that!” – Parker Gunnell, Consultant at SOLVD.

Customizing AgentForce for Your Business

You can adjust AgentForce to handle different tasks, such as:

  • Logging calls and emails.
  • Creating follow-ups for sales leads.
  • Setting reminders for customer service teams.

If your business needs a special setup, you can customize the flow to fit your needs.

Why Use AgentForce for Automation?

✅ Saves time – No need to create tasks manually. 

✅ Reduces errors – Tasks are created correctly every time. 

✅ Boosts productivity – Teams can focus on important work.

Get Started with AgentForce

AgentForce makes work easier by automating tasks inside Salesforce. If you want to learn more, SOLVD offers free consultations to help you set it up.

Want to see AgentForce in action? Check out our YouTube channel for more demos and tutorials.

Let AgentForce handle the small tasks so your team can focus on big goals!

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Testimonials

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group

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