When companies help customers, they need the right information to solve problems quickly. If the data is wrong or missing, it can cause delays and unhappy customers.
That’s where Agentforce helps. Since Agentforce works inside Salesforce, it makes sure customer case data is correct and easy to find.
Let’s see how it works.
Because Agentforce is connected to Salesforce, it can:
This means when a customer asks for help, Agentforce already has useful details to fix the problem faster.
“Agentforce knows what details are needed to create a case.” – Kade Souter, SOLVD Consultant
For Agentforce to collect the right data, it must be set up correctly.
Here’s how:
1. Tell Agentforce What It Needs to Do
When setting up Agentforce, businesses must decide:
“The more details you give Agentforce, the better it works.” – Kade Souter, SOLVD Consultant
2. Set Up the Right Steps
Agentforce follows step-by-step actions to:
These steps are customized so that they fit the company’s needs.
3. Give Agentforce Clear Rules
To make sure Agentforce collects the right information, businesses must:
For example:
“If a customer is not in the system, always ask for their email and membership number before creating a new case.” – Kade Souter, SOLVD Consultant
“Agentforce follows clear instructions to avoid mistakes.” – Kade Souter, SOLVD Consultant
Here’s how Agentforce helps when a customer needs support:
Since Agentforce follows clear steps, it makes sure that every case has the right information.
“Agentforce makes sure no important customer details are missing.” – Kade Souter, SOLVD Consultant
With Agentforce managing case data, businesses can:
✔ Avoid human errors – The AI collects and enters the right details.
✔ Help customers faster – No need to search for missing data.
✔ Keep better records – Every case is saved correctly for future use.
When Agentforce is set up correctly, businesses can trust that customer case data is always complete and accurate.
At SOLVD, we help businesses set up Agentforce the right way so they can handle customer cases faster and more accurately.
📞 Call us today to learn how Agentforce can help your business!
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!
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.
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.
Start Automating Today
