Rolling out new tech in your company can be tough—especially when it’s AI like Agentforce. But when done right, it can change the game for your team. If you want Agentforce to really work for you, here are six smart moves to follow, straight from SOLVD.cloud’s experience in the field.
Before you build anything, ask yourself: What do we want to get out of Agentforce?
Are you aiming for:
Setting clear goals from the start helps you know if things are working later on.
“The question to ask yourself is, what does success look like with Agentforce in your org?” — James Grayson, SOLVD Consultant
Think about where Agentforce fits in. What tasks can it help with? What workflows can it make easier?
Some ideas:
Agentforce is flexible—make it work for you.
Don’t roll it out company-wide just yet. Build and test in a sandbox first.
This helps spot problems early and makes training easier later.
“Sandboxes are great because they allow users to get in and test and train on products without any risk to your live data.” — James Grayson, SOLVD Consultant
Only give access to what people need. That’s the “least privilege” rule.
It keeps your system clean, safe, and simple.
Even the best tool won’t help if nobody uses it. That’s why user adoption is key.
Try this:
People learn best by doing—not just watching slides.
Even with a great plan, you might need to pivot. If something isn’t working, tweak it.
“Instead of committing to a dying project, iterate. Make changes, do what you need to, to create a product that is useful for your company.” — James Grayson, SOLVD Consultant
Agentforce can help almost any company work smarter—but only if it’s set up the right way. These best practices will give your rollout a strong start.
Want help planning your deployment?
Book a free consultation with SOLVD.cloud and we’ll help you unlock Agentforce’s full potential.
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
