AI has officially breached the space once held exclusively by traditional search engines.

While the 527% surge in AI discovery in early 2025 was a warning shot, Gartner’s 2026 data forecasts that traditional search engine volume will drop 25% due to AI chatbots.

In fact, more and more people are turning to AI products and services to assist them in virtually all aspects of their lives (probably, you included).

So, it can only be a smart move for users to stay on top of the latest developments in artificial intelligence and how it is impacting the broader world.

One aspect of this world that warrants serious consideration is Agentforce Agents!

What are Agentforce Agents, and why do they matter?

At their core, Agentforce Agents are AI-powered digital agents that assist customers and employees across multiple channels and business processes. They can engage users through experiences such as web chat, messaging platforms like WhatsApp and Facebook Messenger, or directly within Salesforce applications. Agentforce Agents help users complete tasks, answer questions, and guide them through workflows. Over time, they continuously improve by leveraging organisational data, contextual signals, and previous interactions to deliver more accurate, personalised, and proactive support. 

Agentforce Agents serve specific roles within the Salesforce ecosystem that might be of interest to you as well. A few examples from the Salesforce world include: 

  •  Sales & Service Agents  
    • AI-powered digital agents are designed to support sales and customer service teams throughout their daily workflows. Embedded directly within Salesforce, they assist with tasks such as qualifying leads, preparing customer interactions, summarising records and conversations, recommending next best actions, and resolving service inquiries.  
    • By leveraging CRM data, historical interactions, and real-time context, these agents help teams respond faster, prioritise the right opportunities, and deliver more personalised customer experiences. 
Salesforce Service Agent – Service Plans | Trailhead  
  • Marketing Agents
    • Did you know that some of the best marketing concepts out there today originate from artificial intelligence?
    • It’s true, and it is dazzling to watch AI marketing agents go to work creating brand-new concepts from scratch. These agents can convert sales, generate new leads, and deliver personalised content to each customer that appeals directly to them.
    • It is breathtaking to see all that they can do with just a bit of prompting. For example, when an Agentforce agent identifies a repeat visitor browsing products, it can instantly offer a time-limited personalised discount, increasing conversion rate.
  • IT Admin Agents
    • These days, Agentforce Agents can even handle administrative tasks that were once handled exclusively by IT professionals.
    • The best part is that they can tackle those tasks far more quickly and with less human error than any IT professional ever has. Spotting duplicate records, deleting unnecessary files, and generally cleaning up databases has never been easier.

These are just some of the places where Agentforce Agents are popping up. They are making outstanding progress in improving business outcomes and saving on labour costs along the way.

Key Use Cases for Agentforce Agents in Salesforce

As we have already touched on, there are specific use cases for Agentforce agents within the Salesforce ecosystem. Now, we will dive a bit deeper into what that looks like and why it is such a big component of the Salesforce system.

Sales Automation

Who among us wouldn’t want our sales representatives and managers to work smarter and accomplish more in a given day?

Every business leader would want this for their team, and Agentforce agents help make that happen. They can review customer relationship management (CRM) data and parse it to provide valuable insights to decision-makers within the sales team. Additionally, sales automation Agentforce agents can help with:

  • Workflow Automation – Spending time on unproductive tasks doesn’t do anyone any good. Instead of allowing this to continue unchallenged, Agentforce agents can help business leaders stay on top of their reps by logging calls, generating reminders, and updating opportunity stages.
  • Forecasting – Understanding where your sales stand now is one thing, but having the ability to create an accurate forecast that projects what your sales are likely to be in the future is something else entirely. Agentforce agents are excellent at forecasting future sales based on past trends.
  • Lead Management – Sales leads are the lifeblood of the entire industry. Managing those leads and knowing which ones to pursue more deeply is critical to the success of any sales team. Imagine if an Agentforce agents could assist in managing all of those leads for you. That is precisely what Agentforce agents within the Salesforce environment can do.

These are just some of the ways that Agentforce agents can jump into the sales automation process and make life a little easier on your sales team overall.

Marketing Automation

One of the most powerful ways that Salesforce Agentforce agents can come into play for any company is via their marketing automation capabilities.

They can rapidly review customer data to identify behavioural trends and much more about each individual.

For continuous learning, the Agentforce agents leverages feedback from each customer touchpoint to evolve its outreach strategy, ensuring that future campaigns are increasingly relevant. Here are some specific ways that Agentforce agents can assist with marketing automation:

  • Content and Journey Optimisation – Every customer is on a journey from prospective buyer to lifelong customer. Each step in that journey must be carefully tracked and monitored to ensure the prospective customer stays on track. Agentforce agents can monitor that journey and offer helpful nudges to prospective customers along the way.
  • Cross-Channel Consistency – No matter which channel you are reaching out to a customer on, you want your message to remain consistent. You have spent a lot of resources identifying unique factors about each customer, and there is no sense in messing that up by offering inconsistent messaging. Agentforce agents will scour your messaging across all channels to ensure it remains consistent for each customer profile, regardless of the channel you reach them on.
  • Continuous Learning – Agentforce agents within Salesforce work hard to learn more and more about each customer based on the data they absorb about them. Those agents continue to gather information throughout every interaction with that customer, and that data is constantly refined to ensure the most impactful marketing messages reach them.

Operations Optimisation

Finally, Agentforce agents within Salesforce help with more than just sales and marketing. They can even help ensure that the operation itself is running as smoothly and effectively as possible. Some of the avenues of assistance that they offer here include:

  • Resource Allocation – Agentforce agents can review all data on resource allocation without bias or emotion affecting their decisions. That is hugely important because it can spot areas where a team isn’t being as effective as they otherwise might be. Once those areas are identified, the Agentforce agents will offer recommendations about how to correct this.
  • Performance Alerts – Identifying areas where performance is lagging is something that Agentforce agents do extremely well. When those areas are identified, the agents can send alerts indicating a problem.
  • Efficiency Optimisation – At the end of the day, a sales team that runs as efficiently as possible is a sales team that will generate the most profit. Agentforce agents within the Salesforce ecosystem can easily spot inefficiencies and alert those in charge to make corrections and improve operations overall.

These are some of the incredible ways that Agentforce agents help sales teams make the most of their day. However, the use of Agentforce agents isn’t without its challenges. It is equally important to discuss the obstacles one must overcome when using Agentforce agents.

Challenges Organisations Face with Agentforce agents

As with anything else, there are bound to be certain restraints to using Agentforce agents that you may or may not have considered. Let’s review some of these now so you know what you are up against.

Technical Challenges

When they are provided with all of the right data and information, Agentforce agents can do outstanding things. However, there can be some technical challenges that get in the way of Agentforce agents performing to the best of their abilities. Sales teams must be aware that a lack of data to feed the Agentforce agents, or simply poor data overall can be a problem. The agents can only do what they are designed to do when they are given enough information to make it happen.

Ethical Concerns

If you have ever wondered if there are ethical concerns to using Agentforce agents, you are not the only one. For example, Carnegie Mellon University detailed this extreme example of an Agentforce agents behaving in an unethical manner:

One key ethical concern is deception. The 2018 introduction of Google Duplex, an AI capable of making human-like phone calls, highlighted the potential for AI to convincingly mimic human interaction. The AI’s realistic speech patterns, including hesitations, raised concerns about transparency, especially when the AI altered accents during calls.

While this case is something of an outlier, it shows that there are still ways Agentforce agents can be used in an unethical manner. Carefully consider that before proceeding.

Despite these concerns, there are still many reasons to have faith in Agentforce agents and in what they can do to improve your sales team’s productivity.

How Stellaxius Supports AI Adoption

To make the move from not using Agentforce agents at all to fully embracing them takes time and patience. It is something you should take on only with the help of a trusted partner, and that is what we offer here at Stellaxius. It is our goal to help you step-by-step as you approach using Agentforce agents in your everyday business. Here are some ways that we help make that happen:

    • Aligning Your Business Goals with Available Technology - We are here to offer strategic advice about how you can line up your business objectives with your Technology landscape. With Stellaxius by your side, we can assess your AI Readiness, support you in defining your AI Strategy & Roadmap and help you plan to accomplish your goals. From there, we will help you put a plan in motion to make those goals a reality. 
    • Salesforce and MuleSoft Expertise – We understand that you want to use Salesforce and MuleSoft, and why shouldn’t you? They make up a considerable share of the CRM landscapetopics like MuleSoft Fabric, MCP Servers and Agent-to-Agent are highly relevant, and are extremely user-friendly. The good news about this is we have plenty of experience with these platforms at Stellaxius, and we are more than happy to put that experience on the line to assist you. 
    • A Focus on Governance, Trust, and Ethics - You certainly only want to work with a partner who you know will focus on creating as much trust in the process as possible for you. Not only that, but you can rest assured that we will only promote the use of AI in an ethical manner. You can have some peace of mind that you won’t rule afoul of anything. 

Our goal, as always, is to provide support to our partners and information on how to use Agentforce agents effectively, while also generating results for them. If you have been curious about how to use Agentforce agents but aren’t sure what the best approach might be, we want to work with you. Our team has worked with countless partners like yours, and we know we can provide the resources you need.

If you would like more information on how to get started and how Agentforce agents can benefit you, please reach out and contact us today. Our team is more than happy to walk you through the process and to hear your strategic vision for how you can use Agentforce agents to get better results. Don’t delay, start getting ahead today.

Francisco Teixeira

I'm a Salesforce Developer at Stellaxius, where I'm currently part of a CI/CD and Support team working on a Telecom project. I love tackling real-world challenges at the intersection of technology and business, making sure things run smoothly and efficiently behind the scenes.
I hold a Master's in Electrical and Computer Engineering, which gave me a solid technical foundation and a passion for building things that actually work and work well.