Salesforce Agentforce Implementation Services
More Sales.
Faster Service.
Better Marketing.
Enabled With Agentforce & Folio3
Agentforce brings automation, visibility, and engagement across your entire Salesforce ecosystem. At Folio3 CRM, we implement and customize Salesforce Agentforce to your exact workflows, ensuring every interaction is timely, intelligent, and productive.
Our Certifications
Work with some of the most experienced certified Salesforce consultants and specialists, boasting expertise across the entire ecosystem.
Our Salesforce Agentforce Implementation
Solutions
Agentforce Setup Across Clouds
We deploy and configure Agentforce in your Salesforce, whether you’re on Sales, Service, or Marketing Cloud. This includes Omni-Channel setup, Workload Management, Dynamic Routing Rules, and Lightning Utility Components.
Intelligent Lead and Case Routing
Using Flow Builder, Omni Supervisor, Queue-Based Assignments, and Priority Routing Rules, we ensure leads, cases, and tasks are auto-assigned based on real-time availability, skill level, SLAs, region, or workload.
Agent Workspace Configuration
We build Lightning Apps tailored for sales reps, service agents, or marketing teams, complete with Dynamic Tabs, Predefined List Views, Macros, Quick Actions, Live Chat widgets, and Inline Editing for faster resolution and productivity.
Marketing Automation Synchronization
We integrate Agentforce with Marketing Cloud journeys using Entry Events, Data Extensions, and Event-Driven Triggers. Leads from marketing forms can be routed instantly to available representatives based on pre-set campaign logic.
Data Cloud Activation Routing
We connect Data Cloud segments and real-time data signals to route high-intent users or specific behavioral cohorts to the right sales or service agents using Event Orchestration and Flow Triggered Automation.
Ongoing Support & Optimization
Our team monitors adoption, adjusts routing rules, handles exceptions, and ensures usage best practices are followed. We also provide A/B test-driven optimization for routing flows and console performance.
Common Agentforce Adoption Challenges
(And How We Fix Them!)
Challenge
Leads, cases, or tasks are delayed or end up in the wrong queues.
Our Solution
We build rule-based routing using Flows and Omni-Channel to assign items based on skills, SLAs, or workload.
Challenge
Agents abandon the console due to cluttered UI or performance lag.
Our Solution
We design high-speed, role-specific workspaces that prioritize relevant tasks and reduce visual noise.
Challenge
Journey Builder engagements don’t connect with live sales or service agents.
Our Solution
We configure Journey Event Triggers that feed Marketing Cloud leads into the Agentforce console in real-time.
Challenge
No way to trigger assignments from real-time data or intent signals.
Our Solution
We enable Data Cloud integration with Agentforce to route segments based on customer actions.
Get Agentforce working the way it should across the Salesforce ecosystem.
What Makes Folio3 CRM a Trusted Salesforce Agentforce Implementation Partner?
We don’t just configure Salesforce. We make it work for people. Our Salesforce Agentforce implementations are precise, compliant, and conversion-driven. We provide agentic AI solutions across the Salesforce ecosystem.
From routing logic to console UX, we align Salesforce to your process, not the other way around.
Our credentials speak for themselves:
ISO 9001
Certified Processes to Ensure Reliable Support
ISO 27001
Enterprise-Grade Security
Our Portfolio of Salesforce Solutions
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Trusted by
Industry Leaders Across Sectors
Enable intelligent automation driven across your CRM, powered by our Salesforce Agentforce implementations.
Global Enterprises Count On Folio3
Majorkey
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Sunhero
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Frequently Asked Questions (FAQs)
The timeline for implementing Agentforce depends on how complex your sales setup is and how many Salesforce Clouds are involved. For small to mid-size teams using just Sales Cloud, we typically complete the rollout in 4 to 8 weeks. This includes configuration, automation, workspace setup, and training.
For larger businesses using Agentforce across Sales, Service, Marketing, or Data Cloud, it can take up to 7 to 10 weeks. That’s because we take time to map your existing workflows, build smart routing rules, and ensure Agentforce blends perfectly into your current Salesforce ecosystem. Every build is tested thoroughly before go-live.
Yes, and we do it often. Our team can integrate Agentforce with Salesforce Marketing Cloud’s Journey Builder to connect your sales and marketing workflows.
For example, we can trigger a journey when a lead is assigned in Agentforce or move them to the next marketing stage after a sales task is completed. We use entry events, data extensions, and automation triggers to create a seamless handoff between sales reps and marketers. This makes sure leads don’t get lost between platforms, and follow-ups are always timely.
Absolutely. One of the best features of Agentforce is its flexibility, and we use that to create custom Lightning Workspaces for each role, whether it’s inside sales, service agents, or SDRs.
We build layouts that show only the most relevant info for that role. For example, a sales rep might see daily leads, priority tasks, and outreach history, while a support agent sees open cases and next steps. We also add macros, filters, quick actions, and guided flows to help each user do more with fewer clicks.
Yes. Implementation isn’t where we stop. After go-live, our team provides ongoing support and platform optimization. We monitor how your team uses Agentforce, review any pain points, and adjust configurations as needed.
This includes:
- Fixing routing issues
- Enhancing user interfaces
- Updating flows and automations
- Handling new role additions
- Improving reporting visibility
Think of us as your long-term Agentforce support team, making sure it keeps evolving with your business.
Folio3 CRM has deep experience working with both Salesforce Data Cloud and Agentforce. We help you enrich Agentforce routing and prioritization with real-time customer signals pulled from Data Cloud, like engagement history, segment membership, or calculated insights.
We also help unify customer records, so Agentforce users always work with accurate, real-time data when engaging leads. Whether it’s matching contact IDs, syncing segments, or pulling unified profiles into views, we make sure your Data Cloud investment adds real power to your Agentforce workflows.