Organisations across every sector are seeking powerful, tailored solutions to conquer unique challenges and unlock new avenues for growth. Salesforce Agentforce, a revolutionary suite of autonomous AI agents, can meet this demand.

Agentforce is designed to help your business – whether you’re in the nonprofit world, the fast-paced sports and events arena, the dynamic media landscape, or the critical fields of business services, retail, finance, healthcare, life sciences – find and launch AI solutions that deliver tangible results.

What is Salesforce Agentforce?

At its core, Salesforce Agentforce provides intelligent, autonomous AI agents that operate seamlessly within your Salesforce ecosystem. These aren’t just chatbots; they are sophisticated AI entities powered by the Atlas Reasoning Engine, capable of understanding complex requests, accessing and interpreting real-time data from Salesforce Data Cloud and your CRM, and executing multi-step actions.

Agentforce Sector Use Cases

Agentforce’s true power lies in addressing specific challenges within each organisation and industry. Let’s explore how Agentforce is poised to make an impact across various industries.

Nonprofits

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

Automating Donor Support & Engagement: Instantly answer common donor questions and customers' queries (e.g., “How can I volunteer?”, “Where can I send a donation?”). Personalise outreach and fundraising appeals using insights from donor history stored in Data Cloud.
Streamlining Volunteer Management: Assist with volunteer sign-ups, answer queries about opportunities, send event reminders, and intelligently match volunteers to roles that fit their skills and availability.
Efficient Program Information & Enrollment: For organisations offering community programs or classes, Agentforce can provide instant information and manage sign-ups directly via chat, integrating with existing systems.
AI-Powered Fundraising: Segment donor databases effectively to identify individuals most likely to contribute to specific campaigns and automate personalised donation requests.
Predicting Donor Churn: Leverage predictive analytics to identify donors at risk of disengaging, allowing for proactive and personalised re-engagement strategies.

Sports & Events

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

Providing 24/7 Fan/Attendee Support: Instantly answer queries about game schedules, player statistics, event logistics (venue details, agenda, speaker bios), ticket availability, and facility information by effectively managing and responding to search queries.
Delivering Personalised Offers: Target fans with relevant merchandise offers or ticketing promotions, and provide attendees with personalised event schedules based on their interests and past interactions.
Streamlining Event Registration & Support: For conferences and large events, automate registration confirmations, manage FAQs, send reminders, and assist with on-the-fly schedule modifications.
Offering Real-Time Updates: Keep everyone informed with live updates on scores, event changes, or important logistical announcements.

Media & Entertainment

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

Deliver Hyper-Personalised Content: Analyse user preferences, consumption habits, and engagement data to recommend relevant articles, videos, or music, thereby increasing engagement and time spent on platforms.
Automate Subscription Management: Efficiently handle inquiries about subscriptions, account management, billing issues, and content access, helping to reduce churn and improve satisfaction.
Scale Audience Interaction: Manage and respond to a high volume of comments, questions, and interactions across social media and other digital platforms.
Support Advertising Sales: Assist ad sales teams and sales agents by qualifying leads, providing information on advertising products, and even generating initial elements for proposals. Salesforce specifically offers “Agentforce for Media and Entertainment” with pre-built skills to accelerate advertising sales and manage subscriptions.
Streamline Campaign Creation: Empower marketing teams by using Campaign Agents to generate campaign briefs, segment target audiences, create compelling content, and even build out entire customer journeys in Salesforce Flow.

Business Services

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

Automating Client Onboarding: Smoothly guide new clients through initial setup, collecting necessary information and answering common onboarding questions.
Providing 24/7 Tier-1 Support: Utilise agent actions to instantly handle routine client inquiries, basic service requests, or common technical support questions. This proactive mechanism ensures that tasks are performed based on received information, freeing up consultants for strategic, high-value work.
Facilitating Intelligent Scheduling: Coordinate and schedule client meetings or service appointments, optimising schedules for consultants and improving client convenience.
Empowering Consultants with Knowledge: Offer rapid access to internal knowledge bases, project documentation, best practices, and necessary business knowledge to support consultants in delivering top-tier service.

Retail

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

Personal Shopper Agents: Engage directly with online customers on your e-commerce site or via messaging apps like WhatsApp, helping them find products, offering personalised recommendations, and guiding them through to a faster purchase.
Automated Order & Returns Management: Seamlessly handle inquiries about order status, shipping updates, returns, exchanges, and refunds, drawing on real-time CRM data to provide accurate and personalised responses.
Always-On Customer Service: Resolve a broad spectrum of customer inquiries 24/7, ensuring responses are accurate and grounded in your company’s trusted data.
Optimised Marketing Campaigns: Assist marketers in building more effective campaigns faster, from generating briefs and targeting audience segments to creating content and analysing performance against KPIs.
Meeting Booker: Schedule personalised shopping appointments for customers, enhancing their in-store experience and ensuring they receive tailored assistance.

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:

Banking & Insurance Support: Specialised Banking Service Assistants and Insurance Service Assistants can instantly handle routine inquiries (account balances, transaction details, policy information, claims status), reducing call wait times and freeing human agents for complex issues.
Streamlined Client Onboarding & Applications: Automate key aspects of opening new accounts, processing loan applications, or originating insurance policies by guiding customers and collecting necessary information efficiently.
Empowering Wealth Management: Relationship Assistants can support financial advisors and the sales team by streamlining meeting preparations, summarising key discussion points, and ensuring timely follow-ups, allowing advisors to focus more on client growth and strategy.
Enhancing Fraud Detection & Risk Assessment: Leverage AI to identify suspicious patterns and provide alerts for potential fraud in real time, or assist in complex risk assessment processes by quickly analysing relevant data.
Ensure Data Privacy: Leverage the Einstein Trust Layer to maintain data privacy and compliance, ensuring that customer interactions are secure and trustworthy.

Healthcare

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

Intelligent Patient Appointment Management: Automate the scheduling, rescheduling, and cancellation of patient appointments, optimising provider availability and sending timely reminders to reduce no-shows.
Accessible Health Information: Provide patients with reliable information about health conditions, treatment options, medication availability, and clinic services, using insights from customer data to empower them to make informed decisions.
Simplified Billing and Insurance Navigation: Assist patients in understanding medical bills, navigating insurance claims, and exploring payment options, reducing administrative burdens for both patients and staff.
Real-Time Health Monitoring & Proactive Alerts: AI agents can potentially monitor patient health metrics (with appropriate integrations and consent) and alert healthcare professionals to concerning changes or flag potential medication interactions based on patient records.
Streamlining Administrative Tasks: Reduce the burden on healthcare staff by automating routine administrative tasks like claims processing, patient record updates, and data entry.

How to Find Your Business Use Case

Successful AI agent development requires a deep understanding of business processes and customer needs. By crafting personalised experiences and automating key tasks, businesses can increase workplace efficiency, drive revenue growth, and enhance the role of sales development representatives.

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:

Pinpoint Repetitive Tasks: Which routine inquiries, data entry, or processes consume significant staff time but follow predictable patterns?
Identify Data Bottlenecks: Where could faster, more intelligent access to and processing of your Salesforce data improve decision-making or service delivery?
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.
Review Existing Workflows: Agentforce is designed to integrate with and automate steps within your existing Salesforce Flows and business processes.
Leverage Pre-Built Foundations: Salesforce offers foundational agents (Service, Sales Development, Campaign, etc.) and increasingly, industry-specific skills and templates (like those for Retail, Financial Services, and Media) that provide a powerful head start.
Customise with Agent Builder: For truly unique requirements, Agentforce’s low-code Agent Builder empowers you to design, build, and deploy bespoke AI agents that are perfectly aligned with your specific operational needs and strategic goals.
Enhance Data Access: Utilise Retrieval Augmented Generation (RAG) to improve the contextual relevance of data access and processing, ensuring timely and accurate insights.

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. Whether starting with pre-built agents and industry-specific skills or envisioning a completely custom AI solution, the potential to enhance your operations and achieve your unique goals is immense.

Ready to explore how Salesforce Agentforce can revolutionise your organisation and address your specific industry challenges?

Click here to start a conversation with us today. Let’s discuss your vision and how intelligent automation can bring it to life.
Our experts are here to help you identify the most impactful use cases and find out how we can launch your industry-specific AI solution, tailored to drive real results for your business.

By combining deep industry understanding with the power of autonomous service agents and adaptable AI, the possibilities are limitless. Our enterprise grade solutions ensure the security and scalability of Agentforce, providing a trustworthy environment for data handling and customer interactions. We’re here to partner with you in building that intelligent future.