How do you deploy Agentforce quickly?

SOLVD BLOG

How do you deploy Agentforce quickly

What if you could get AgentForce working in Salesforce today? It might sound impossible, but with the right steps, you can do it fast. This guide will show you how to get AgentForce up and running quickly.

Step 1: Check Your Setup

Before you start, make sure your Salesforce account is ready.

Check Your Edition –
“If you have Enterprise Edition or higher in Salesforce, you’re able to add the Salesforce Foundations package for free.” – Andrew Maisey, Consultant at SOLVD.
Get the Right Licenses – You need the right permissions to use AgentForce. If you’re not sure, ask a Salesforce expert for help.

Step 2: Turn on AgentForce

Once your setup is ready, follow these steps:

Turn on Einstein – In Salesforce Setup, search for “Einstein Setup” and switch it on.
Activate AgentForce – Go to “Agents” and turn on AgentForce.
Create a New User – This user will act as your bot, like a Sales Coach.
Give the Right Permissions –
“You’ll want to add the right permission set for your agent so it functions correctly.” – Andrew Maisey, Consultant at SOLVD.
Set Up the Agent – Write a simple description of what the bot should do.
Deploy It – Decide where to use AgentForce (like a website, a sales page, or a support panel).

Step 3: Use AgentForce

Now that your agent is ready, it’s time to use it. Here are some ways to deploy it:

Website Chat – Let customers ask AgentForce questions anytime.
Sales Page – Add a sales coach bot to help your team inside Salesforce.
Support Panel – Use AgentForce to answer common customer questions fast.

After setting it up, test it to make sure it works well. You can always adjust its settings to improve it.

Get Started with AgentForce

Setting up AgentForce is easy when you follow these steps. It helps teams work faster and makes customer support better.

Want to see how it works? Check out our YouTube channel for more videos. If you’re ready to get started, book a call with our team at SOLVD.cloud.

The sooner you set it up, the sooner you’ll see results—let’s do it today!

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