Agentforce Quickstart
The hardest part of getting started with Agentforce is not the technology. It is deciding what to do first, how to scope it properly, and how to get something live without it turning into a six-month project.
The Agentforce Quickstart is a structured engagement designed to do exactly that. We take you from your existing Salesforce environment to a live, working AI agent – typically within three to six weeks. One focused use case, configured properly, tested, and in your team’s hands ready to use.
What is an Agentforce Quickstart?
Not a pilot. Not a proof of concept. A production-ready AI agent, live in your Salesforce environment, handling real work.
The scope is intentional. You pick the single highest-value use case, we build that first, your team starts using it, then you expand from a position of confidence.
Who is it for?
Organisations with an active Salesforce environment, Agentforce licensing, and a specific workflow they want to automate.
New to AI or already running Agentforce and looking to extend it, either works. We have delivered across events, media, SaaS, and non-profits. The common thread: stretched teams who want a practical starting point, not another strategy workshop.
What your first agent can do
These are the most common starting points.
Customer Support Agent
Handles inbound queries, resolves common issues against your knowledge base, and escalates to a human when needed. Most teams see a significant drop in repetitive ticket volume from day one.
Sales Development Agent
Qualifies leads, responds to initial enquiries, books meetings, and surfaces account information before your team picks up the phone. Handles the groundwork so your salespeople focus on conversations that matter.
Knowledge Agent
Helps internal teams find answers without raising a ticket or chasing a colleague. Particularly useful for onboarding and anything your team currently fields repeatedly over email or Slack.
Case Routing Agent
Categorises and routes incoming cases based on type, priority, or customer profile. Fewer misrouted cases, faster response, less time spent on manual triage.
What is included and what is not
Included
- Use case discovery and requirements definition
- Agent configuration within your existing Salesforce org
- Data and workflow integration
- Testing and quality assurance before go-live
- User training and enablement documentation
- Hands-on support through early adoption
Not included
- Custom AI model development
- Complex multi-system integrations beyond your existing Salesforce setup
- Automation outside the agreed use case
If you need those, we scope them separately once your first agent is live. Scope creep is how Quickstarts stop being quick.
What results should you expect?
Figures from Agentforce deployments across our client base. Results depend on use case and data quality.
Our Agentforce Roll out Process
Our Agentforce Roadmap Approach
Our Agentforce Quickstart roadmap focuses on rapidly deploying AI agents that deliver immediate business value. We start by identifying high-impact use cases, such as customer support automation or lead qualification. Through focused workshops, we define agent behaviour, data access, and integrations, before configuring and launching your first Agentforce use case with speed and precision.
How our consultants work with you
Needs Assessment
We map your use cases, workflows, and constraints to find the right starting point. Not every process suits an AI agent at this stage.
Setup and Configuration
Agent topics, actions, and flows configured within your existing org. No rebuild required.
Data Integration
We connect your agent to the right data sources and structure everything correctly. An agent is only as reliable as the data behind it.
Training and Enablement
Hands-on training and clear documentation before go-live. Your team needs to know what the agent does, when it escalates, and how to monitor it.
Post Go-Live Support
We stay close through early adoption, fix issues as they come up, and refine the agent based on how it performs in practice.
What happens after go-live?
The Quickstart gets you live. Most clients build from there: adding agent types, extending coverage, or rolling Agentforce into other parts of the business. You leave with something working and a clear view of what comes next.
Need a partner beyond the Quickstart?
Our Managed Services offering covers ongoing optimisation, release management, and strategic guidance for as long as you need it.
Learn about Managed ServicesWhy work with us?
- Early Agentforce adopters with live implementations since launch
- Certified across Sales Cloud, Service Cloud, and AI integrations
- Focused on events, media, SaaS, and non-profits
- We work alongside your team, not around them
- Straight talking about scope and what is realistic from the start
Salesforce Registered Partner
Certified across the full Salesforce platform and held to Salesforce's standards for delivery quality.
ISO 27001 Certified
Independently verified security and governance. Strict access controls on every engagement.
Industry-Focused
Events, media, SaaS, and non-profits. We already know the workflows, which means faster delivery and fewer wrong turns.
Agentforce Quickstart - FAQ's
What is the Agentforce Quickstart?
A structured, time-boxed engagement that takes you from your existing Salesforce environment to a live AI agent in three to six weeks. It is scoped around one specific use case rather than a full platform rollout, so your team gets something working quickly rather than waiting months for a broader deployment.
How long does the Agentforce Quickstart take?
Three to six weeks, depending on the complexity of your use case and how ready your data is. We agree a clear timeline before any work starts.
What does the Agentforce Quickstart cost?
Our focused Salesforce engagements range from £10,000 to £60,000 depending on scope. We agree a fixed price before work begins, so there are no surprises about what is in or out.
What do I need to have in place before starting?
An active Salesforce environment, appropriate Agentforce licensing, and a clear sense of which workflow you want to automate. We help you confirm readiness and identify the right use case during the initial conversation.
What types of agent can be deployed in a Quickstart?
The most common starting points are Customer Support, Sales Development, Knowledge, and Case Routing agents. The right choice depends on where your team spends the most time on repetitive, high-volume tasks.
Is the Agentforce Quickstart suitable for organisations new to AI?
Yes. The scope is controlled and the process builds your team’s confidence alongside the technology. No prior AI experience needed.
Will it work with our existing Salesforce data?
Yes. The Quickstart is configured within your existing org. We assess data readiness as part of the engagement and fix any gaps before go-live, because an agent built on poor data will not perform well regardless of how well it is configured.
Can Agentforce be expanded after the Quickstart?
Yes, and most clients do. The Quickstart establishes your first use case and gives you the foundation to build on. Most organisations add new agent types or extend existing agents once the first deployment is live.
What happens after go-live?
We provide hands-on support through early adoption. If you want ongoing optimisation, release management, or strategic guidance beyond the Quickstart, our Managed Services team can continue working with you.