SOLVD BLOG

How does Agentforce simplify workflows

Running a business takes time. When your team has to do the same tasks over and over, it slows them down. That’s where Agentforce helps. It uses AI agents to take over or support tasks so your team can focus on what matters most—closing deals and helping customers.

“Agentforce can either fully handle a task or just make it easier for your team to do.” — Brendan Lowe, SOLVD Consultant

Two Ways Agentforce Simplifies Work

There are two main ways Agentforce helps:

1. It Can Do the Work for You

Think of Agentforce like a smart helper that takes over full tasks. For example, the SDR agent can send first emails to new leads, reply to people who show interest, and move them along your sales pipeline. That means your team doesn’t have to waste time writing emails or trying to get someone on the phone.

“You can set up the SDR agent to handle all early communication with leads.” — Brendan Lowe, SOLVD Consultant

This saves time and lets your team focus only on the best leads—ones that are ready to talk.

2. It Can Help You Work Faster

Agentforce also supports your team without taking over. The default agent can answer questions right inside Salesforce, summarize customer records, and suggest what to do next.

Let’s say you’re working on a sales deal and want to know what’s been done. You can ask Agentforce to summarize the opportunity and even recommend your next best move. This helps you act faster and close more deals.

“An AI agent can quickly tell you what’s happened and what to do next.” — Brendan Lowe, SOLVD Consultant

Why This Matters for Your Business

  • Saves time: Your team spends less time doing busywork.
  • Helps your team focus: Only the best leads get their attention.
  • Makes things smoother: Everything stays in one place, and the AI helps keep things moving.

Want to Make Your Team More Productive?

Agentforce makes it easy to work smarter, not harder. You can:

✅ Book a free consultation with SOLVD.cloud to see where Agentforce fits in your business

✅ Watch more videos to learn how the Default Agent works

Let us help you set up Agentforce so your team can do more in less time.

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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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