Agentforce promises to revolutionize your Salesforce experience, but successful deployment requires more than just a few clicks. Join us where we’ll break down the top six factors you need to consider before turning on Agentforce.
- Understanding business goals
- Security & risk management
- Data readiness & Data Cloud
- Ethics & compliance
- Change management & employee training
- Continuous monitoring & feedback
From aligning AI with your business goals to ensuring data readiness and addressing security risks, we’ll cover it all. Don’t miss out on expert insights from Salesforce MVP and CTA, Carl Brundage, to ensure your AI initiative doesn’t grind to a halt!
What exactly is Agentforce
Salesforce Agentforce is a comprehensive platform that enables organizations to build, customize, and deploy autonomous AI agents for various business functions, including service, sales, marketing, and commerce. Unlike traditional chatbots or copilots, Agentforce agents can operate independently, retrieving relevant data, creating action plans, and executing tasks without constant human intervention.
1. Companies Look to Unlock the Value of AI
AI must align with business objectives, not just implemented because it’s available.
- Make Decisions Faster
- Analyze Trends And Forecast
- Uncover Hidden Insights
- Agentforce Initiatives
2. Security & Risk Management
AI increases the attack surface, consider risks & security early.
- AI increases the attack surface
- Collaborate with security & legal teams
- Identify risks associated with AI & Data
- Establish Risk Mitigation strategies
3. Data Readiness & Data Cloud
AI is only as good as your data, poor data creates poor AI outcomes
- Importance of clean, structured data.
- Governance practices to ensure consistent, reliable data inputs.
- Scalability & real-time processing
- Seamless data integration across systems
- Data Readiness is a continuous process
Agentforce take action with more accurate customer lifetime value.
4. Ethics & Compliance
AI introduces risks related to bias, privacy, and compliance with regulations.
- Develop principles for responsible AI
- Understand Data Privacy Laws
- Acknowledge & address AI bias
- Transparent communication around AI use
5. Change Management & Training
AI impacts workflows and employees need to understand how to use it.
- Create mechanisms for ideation
- Overcome AI reluctance
- Create training for effective AI use
- Establish support processes for AI adoption
6. Monitoring & Feedback
AI isn’t a “set it and forget it” solution, ongoing monitoring and adjusting is crucial.
- Review feedback loops to evaluate AI performance
- Monitor and review risks
- Establish a regular update process
- Keep an eye out for new developments
