AGENTFORCE SERVICES FOR REAL-WORLD OUTCOMES
Extract maximum ROI from Agentforce with proven implementation expertise
We assess, design, and deploy Agentforce solutions that transform Lead to Cash processes—prioritizing the use cases that move the needle while building the data, security, and integration foundations for scale.
Impactful Agentforce Services
From use‑case discovery to Agent Builder configuration, Data360 configuration, Agent Analytics & Auditability and Agentforce Studio optimization, we tailor services to your business goals and technical landscape.
By pairing your use‑case strategy with turnkey Data Cloud activation and plug & play agent actions, we help Agentforce automate repetitive work, streamline decision‑making, and generate higher‑quality customer interactions. Our clients’ results speak for themselves: faster operations, deeper insight, more pipeline, and multimillion‑dollar ROI. If you want Agentforce to deliver immediate and long‑term financial value, we architect it to do exactly that.
Use Cases for every team
Sales
- SDR Agent
- Sales Coaching Agent
- Account/Market Insights Agent
- Opportunity Scoring
- Opportunity Summary
- Account Summary
- Opportunity Recommendations Agents
- Product Recommendation Agents
- Quoting Agent
- Pricing Insights Agent
Service
- Service Agent for Email
- Service Agent for Chat
- Service Agent for Voice
- Case Triage Agent
- Case Routing Agent
- Case Summary
- Quote Request Agent
- Order Entry
- Order Status
- Pricing and Availability
- Case Attachment Summary
- Case Similarity Detection Agent
- Knowledge Agent
Marketing
- SDR Agent
- Customer Segmentation Agent
- Promotion Agent
- Campaign Creation Agent
- Lead Scoring
- Intelligent Lead Summary
- Marketing Knowledge Agent
Nobody knows the Salesforce tools (and how to implement them) better.
We focus on Salesforce Agentforce and adjacent capabilities to deliver trusted agent outcomes:
Salesforce Agentforce
Agent Builder, Prompt Templates, standard topics/actions, custom actions, grounding with Flows/Apex/Retreivers, Versioning, Agentforce Studio Analytics & Auditability
Salesforce Data Cloud
Unified profiles, segments, data streams, data lake objects, data model objects, search indexes (Vector & Hybrid), data graphs, data transforms, unstructured data processing, and Zero‑Copy Partner integrations for contextual data.
Einstein Trust Layer
Guardrails, security and governance patterns, object/field level governance strategy, zero data retention options.
MuleSoft & API Catalog
Enterprise integrations and secure action execution via APIs and External Services. Establish MCP servers and enable Agent Fabric for multi-agent coordination.
Agentforce Revenue Management
Powerful accurate quoting, pricing, and configurations with standard Revenue Agent available to enable standard agentic revenue workflows.
Sales Cloud / Service Cloud / Marketing Cloud
Verified actions, case triage, summarization, account insights
We’re the nerds you need—for trusted, production‑grade Agentforce.
5 reasons to trust your AI program to PW:
1. Deep Expertise in Revenue & AI
More than two decades of specialized data, integration & AI platform work & process alignment inform every engagement.
2. Salesforce Partnership
Connected to the source and up‑to‑date on Agentforce releases and best practices.
3. Success‑First Approach
We start with business outcomes, then design governance, data, and actions to achieve them.
4. B2B Manufacturing, High Tech, and Med-Device Strength
Experience delivering agents for complex products, service operations, and channel sales.
5. Boutique, Right‑Sized Team
Hands‑on senior talent, committed to care and speed across every phase.
Ready for a free conversation?
Contact PW Agentforce Services
Customer Service
%
faster case triage
with automated categorization & routing; improved visibility via Data Cloud traceability.
%
faster case response time
%
faster case close rate
with autonomous Email Service Agent & Quoting Agent
Sales Enablement
%
productivity lift
%
higher lead conversion
with account/opportunity summarization agents, quoting agents and unified data
Learn how Pierce Washington can help your Enterprise
Operations
Transform your enterprise to sell efficiently, price accurately, and deliver as promised
Finance
Improve processes so your company invoices accurately, reduces margin leakage and reports properly to ensure compliance
IT
Configure, launch, and maintain critical Quote-to-Cash applications and integrate those into your enterprise
Sales
Intelligently combine direct, partner and self-service sales channels to remove friction across the buying process