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06, May 2025

Industry-Specific Salesforce Agentforce Use Cases

This article and video series will explore the diverse applications of Agentforce, illustrating how it can be your key to enhanced efficiency, deeper engagement, and sustainable success.

What is Salesforce Agentforce? 

Salesforce Agentforce is an advanced AI solution designed to empower businesses by creating and deploying autonomous AI agents across various functions. Its core objective is to build a digital workforce that seamlessly integrates with human teams, driving efficiency, enhancing customer interactions, and increasing overall business growth. Salesforce Agentforce use cases are broad and varied. Common applications include handling customer service inquiries, managing order and delivery logistics, providing product and service information, and offering financial or technical support. Agentforce can also assist with scheduling, automating workflows, and providing employee and constituent support, aiming to boost efficiency and customer satisfaction. 

Exploring Agentforce Use Cases by Industry

Let's look at how Agentforce is set to revolutionise different industries by exploring different Agentforce use cases.

Agentforce Use Cases: Nonprofits

Nonprofits constantly strive to do more with often limited resources. Agentforce can be a game-changer with:

  • Simple Sign-Ups: Agentforce can help people sign up to volunteer and answer their questions about opportunities.
  • Volunteer Coordination: It can send reminders about events and match volunteers to roles that suit them best.
  • Easy Information: For organisations with programs or classes, Agentforce can quickly provide details and handle sign-up requests through chat.
  • Targeted Asks: Agentforce can help find the right people to ask for donations for specific campaigns.
  • Spotting At-Risk Donors: Agentforce can predict which donors might stop giving.
  • Automated Requests: It can also send personalised donation requests and connect with donors to keep them involved.

Agentforce Use Cases: Sports & Events

In the high-energy world of sports and events, good engagement and seamless experiences are essential. Agentforce can help by:

  • Quick Answers: Agentforce can instantly answer common questions about game times, player stats, event locations, ticket info, and venue details.
  • Relevant Deals: Fans can get deals on things they like (like football shirts), and personalised schedules based on their interests.
  • Simple Registration: For larger events, Agentforce can send reminders and help communicate last-minute schedule changes.
  • Live Information: Agentforce can send real-time updates on scores, event changes, or important news.

Agentforce Use Cases: Media & Entertainment

Media companies face intense competition for audience attention and loyalty. Agentforce offers solutions to:

  • Smart Recommendations: Agentforce can analyse consumption habits and suggests more of it, keeping them interested and on the platform longer.
  • Help with Accounts: Agentforce can answer questions about subscriptions, accounts, billing, and accessing content, making users happier and less likely to cancel.
  • Support for Ad Sales: Agentforce can help the ad sales team find good leads, give info about ad products, and even suggest what to include in outreach.
  • Helping with Campaigns: Agentforce can help marketing teams create campaign plans and find the right audiences for campaigns.

Agentforce Use Cases: Business Services

Client satisfaction and operational excellence are key for business services firms. Agentforce can contribute by:

  • Smooth Start: Agentforce can guide new clients through the initial steps and collect the info needed.
  • Quick Answers and Actions: Agentforce can instantly answer common questions and handle simple requests, freeing up consultants for more important work.
  • Easy Appointment Booking: Agentforce can help schedule client meetings.
  • Fast Access to Knowledge: Agentforce can quickly provide consultants with project details and other important information on request to help them do their work.

Agentforce Use Cases: Retail

The retail landscape demands personalisation and efficiency. Agentforce helps retailers with:

  • Shopping Buddy: Agentforce can chat with customers to help them find what they're looking for, suggest things they might like, and make buying faster.
  • Order Updates & Returns: Agentforce can answer questions about where orders are, shipping, returns, and refunds using the latest info
  • Smarter Marketing: Agentforce can help marketers plan better campaigns, target the right people, create content, and see how well their campaigns are doing.
  • Schedule Store Visits: Agentforce can let customers book one-on-one shopping appointments in your physical stores for a more personal experience.

Agentforce Use Cases: Financial Services

Trust, accuracy, and personalised service are critical in the highly regulated financial sector. Agentforce for Financial Services offers industry-specific AI agents for:

  • Quick Answers: Agentforce can instantly answer common questions, so customers don't have to wait on the phone. This lets human agents can then focus on more complicated problems.
  • Simple Sign-Up: Agentforce can guide customers through opening new accounts, applying for loans, or getting insurance, making it quicker and easier.
  • Support for Financial Help: Agentforce can help financial advisors prepare for meetings, remember key points to support their meeting, and follow up with clients.

Agentforce Use Case: Healthcare

The healthcare industry can leverage Agentforce to enhance patient care and streamline complex processes with:

  • Easy Booking: Agentforce can automatically book, change, and cancel appointments, finding the best times and sending reminders so you don't miss them.
  • Reliable Information: Patients can get information about illnesses, treatments, medicines, and clinic services to help them understand their health better.
  • Help with Costs: Agentforce can help patients understand their payment options, making it less confusing.
  • Helping with Admin: Agentforce can automate tasks like processing claims, updating records, and entering data, so staff can focus on patient care.

How to Find Your Business Use Case

Successful AI agent development requires a deep understanding of business processes and customer needs. By using Agentforce to craft personalised experiences and automate tasks, businesses can increase workplace efficiency, drive revenue growth, and enhance the role of sales, service and marketing teams.

As an Official Agentforce partner, we bring expertise in AI development, implementation, and deployment, helping businesses overcome common challenges and achieve their goals.

Identifying the right applications for Agentforce within your organisation involves a few key steps:

  1. Pinpoint Repetitive Tasks: Which routine inquiries, data entry, or processes consume significant staff time but follow predictable patterns?
  2. Identify Data Bottlenecks: Where could faster, more intelligent access to and processing of your Salesforce data improve decision-making or service delivery?
  3. Analyse Key Touchpoints: Where can 24/7 availability, instant responses, or highly personalised interactions dramatically improve the experience for your customers, donors, fans, or patients? By analysing these touchpoints, you can identify relevant actions that leverage unified data from Salesforce's Data Cloud to uncover timely insights and make informed decisions.
  4. Review Existing Workflows: Look at how Agentforce can integrate with and automate steps within your existing Salesforce Flows and business processes.

Launch Your Solution

The journey to AI-powered transformation is an exciting one, and Agentforce provides a flexible and powerful platform to get you there. Are you ready to explore how Salesforce Agentforce can advance your organisation and address your industry challenges?

About Solution Junkies

Getting started with Salesforce Agentforce can feel overwhelming. 

We're here to help. We simplify your Salesforce journey by reducing your learning curve, accelerating your readiness, and speeding up your growth. 

Solution Junkies is an award-winning Salesforce consultancy with experienced Salesforce consultants. As an Agentforce implementation specialist, we help guide your organisation throughout the process by defining and developing Agentforce use cases that will drive revenue and impact in your unique business. After helping you to establish your business case, we design and develop your Agentforce Agents, before training your teams on how to get the best out of them. 

We go beyond just building Salesforce solutions. We help you elevate your business and the community. Our robust Salesforce solutions are designed to increase efficiency and provide powerful data insights, and we empowering you to sustain that innovation long-term.

Our process is focused on outcomes:

  • We explore your needs and help you map your investment to measurable outcomes.
  • We enable you with an iterative approach that quickly adds value for everyone.
  • We help you evolve your systems to support continuous growth.

As 5-star rated, certified Salesforce consultants, we create comprehensive Salesforce strategies to optimise your processes, build revenue and improve your customer journey.

And because we believe in making a positive impact. We donate 2% of our profits to charity and volunteer two days of our time to support our clients' chosen charities. Reach out today and speak to our Salesforce consultants about your Agentforce project. 

Interested in exploring our resources? Click on the hyperlinked text to explore our ideas, insights and Salesforce tools. We're here to make your Salesforce journey easier. 

Salesforce Agentforce

Commonly Asked Questions

With Agentforce, you define an agent's purpose, capabilities, and decision-making boundaries using natural language instructions and by defining topics. You can assign pre-built or custom actions on these topics. The system then uses these instructions and its access to your business data to understand and respond appropriately within specific conversational contexts, minimising the need for human intervention.

Yes, Agentforce can be tailored to understand industry-specific terminology and context. This grounding in specific business data and context helps the AI agents effectively interpret and use specialised language relevant to a particular sector, making them more effective in their respective domains.

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