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Switching to Agentforce CRM: Smarter Sales & Support Automation

Explore how Agentforce AI CRM software streamlines business workflows with AI-powered sales automation, AI-powered customer service automation, and omnichannel customer support automation—all powered by GetOnCRM’s Salesforce integration services.
#agentforce ai crm software#smarter crm automation#salesforce integration services#ai-powered crm solutions#intelligent sales automation crm#ai customer service automation#omnichannel crm support tools#predictive lead scoring crm#salesforce service cloud integration#getoncrm agentforce crm services#Ask ChatGPT
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Agentforce CRM vs. Legacy Systems: Why AI-Powered CRM Is the Future of Sales and Support

If your team still relies on legacy CRM systems for managing customer relationships, chances are, they’re struggling with slow processes, disconnected channels, and repetitive manual tasks. What worked 10 years ago simply isn’t enough in 2025. That’s why more companies are switching to Agentforce AI CRM software—an advanced solution designed to deliver AI-powered sales automation and AI-driven customer service tools that legacy systems simply can’t match.
Here’s the reality: manual lead scoring and traditional support ticketing slow down business. Agentforce CRM services, powered by Salesforce integration services, eliminate these outdated methods. With intelligent virtual assistants, automated sales workflows, and predictive customer behavior analysis, sales teams can close deals faster, and support agents can resolve issues in real time.
Unlike legacy platforms, Agentforce AI CRM software doesn’t just store data—it actively learns from it. For example, retail businesses can use Salesforce Health Cloud services for customer insights, while finance companies benefit from predictive lead scoring automation built into AI CRM software. Even industries like healthcare and manufacturing now rely on automation for customer service across multiple channels to handle inquiries via chat, email, voice, and social platforms.
The shift is simple: businesses today demand faster service, personalized sales journeys, and smarter systems. GetOnCRM’s Agentforce CRM services help companies make that shift, combining Salesforce Service Cloud services with AI-powered CRM tools that are scalable and future-ready.
If your sales and support teams continue to rely on manual processes and fragmented platforms, it's time to upgrade.
Are you curious about how Agentforce CRM surpasses legacy systems? read the blog.
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Autonomous AI Agents in the Enterprise: Tools, Tactics, and Transformation in 2025
The integration of autonomous AI agents into enterprise operations marks a significant shift in how businesses approach automation and decision-making. These agents, capable of planning, adapting, and acting with minimal human intervention, are revolutionizing industries from finance to healthcare. As organizations seek to scale these systems, understanding the practical realities of deployment, control, and governance is crucial. This article explores the evolution of autonomous AI agents, examines recent frameworks and best practices, and provides actionable insights for AI practitioners and technology leaders.
Evolution of Agentic and Generative AI in Software
Autonomous AI agents, also known as agentic AI, have evolved from experimental tools to critical components of enterprise technology. Initially, AI systems were narrowly programmed with limited adaptability. The advent of large language models (LLMs) and generative AI transformed this landscape, enabling agents to generate content, reason contextually, and interact dynamically. By 2025, autonomous AI agents have moved beyond pilots and prototypes into enterprise-critical roles. They operate with goal-driven autonomy across multiple systems and workflows, integrating with real-time structured data to reduce errors and deliver consistent outputs. Enterprises are now architecting AI agent ecosystems rather than isolated deployments, reflecting a maturity that blends AI dynamism with software engineering rigor. Developing an effective agentic AI program is central to this transformation, enabling organizations to design agents that can autonomously coordinate complex tasks across departments and systems.
Role of Generative AI
Generative AI plays a pivotal role in enhancing the capabilities of autonomous AI agents. It enables agents to generate content, improve decision-making, and adapt to new information more effectively. For instance, in creative industries, generative AI is used to create customized music tracks and art pieces, opening new revenue streams for artists and businesses. The synergy between generative AI and agentic AI programs is driving new levels of autonomy and creativity in AI workflows.
Latest Frameworks, Tools, and Deployment Strategies
LLM Orchestration and Multi-Agent Systems
Recent frameworks emphasize orchestrating multiple specialized agents rather than relying on single monolithic entities. Multi-agent system architectures enable agents to collaborate, each designed for distinct roles such as data gathering, analysis, execution, or monitoring. Hierarchical management structures with "super-agents" allow complex tasks to be decomposed and coordinated seamlessly, a key element in advanced agentic AI programs.
Leading cloud providers and platforms have introduced tools to facilitate this:
Salesforce Agentforce 2.0: Automates CRM workflows by deploying agents integrated tightly with customer data.
Microsoft Copilot Agents: Embed AI agents across Office applications, orchestrating tasks from email triage to report generation.
Google Cloud Agentspace: Provides unified orchestration for distributed AI agents across cloud environments.
These platforms also support no-code approaches, allowing business users to deploy AI agents using no-code interfaces that democratize automation and accelerate adoption without deep programming expertise.
MLOps for Generative Models
Scaling generative AI agents demands robust MLOps practices tailored for continuous training, model versioning, and deployment monitoring. Enterprises invest in pipelines that support:
Data curation optimized for inference accuracy.
Policy-driven governance to ensure compliance and auditability.
Infrastructure compatible with multi-agent coordination protocols (MCP), enabling context sharing among agents.
Implementing an agentic AI program with integrated MLOps ensures seamless updates and reliability in production environments, especially when deploying AI agents using no-code tools that require automated governance and monitoring.
Deployment Strategies
Successful deployment strategies often start with high-volume, rule-based processes such as customer service or data entry, where outcomes are measurable and risks manageable. From there, enterprises expand into more complex decision-making scenarios, layering autonomy incrementally while maintaining human oversight where necessary. Leveraging generative AI professional courses in Mumbai and other global hubs can help upskill teams to handle these sophisticated deployments effectively.
Advanced Tactics for Scalable, Reliable AI Systems
Designing for Modularity and Resilience
Large-scale autonomous agent systems require modular designs to isolate failures and enable independent updates. Microservices architectures combined with container orchestration (e.g., Kubernetes) provide elasticity and fault tolerance. This architectural approach is integral to a mature agentic AI program that supports continuous evolution and scaling.
Real-Time Data Integration
Autonomous agents depend on a unified data foundation that delivers curated, consistent, and real-time data streams across systems. Without this, agents suffer from disconnected context and hallucinations, undermining reliability. Deploying AI agents using no-code platforms benefits from underlying robust data pipelines that ensure real-time synchronization and governance.
Policy-Based Governance and Compliance
Embedding governance as code ensures that AI agents operate within defined ethical, legal, and operational boundaries. This includes lineage tracking, access controls, and automated compliance checks integrated into deployment pipelines. Incorporating these policies early in an agentic AI program reduces risks and ensures regulatory adherence.
Continuous Learning and Feedback Loops
Agents must evolve with changing business conditions. Establishing feedback loops from production results back to model retraining pipelines is essential for sustained accuracy and relevance. Generative AI professional courses in Mumbai often emphasize these feedback mechanisms to train practitioners in best practices for continuous improvement.
Ethical Considerations in Autonomous AI Deployment
As autonomous AI agents become more pervasive, ethical considerations become increasingly important. These include:
Bias Mitigation: Ensuring that AI models are free from bias and discrimination is critical. This involves diverse data sets and regular model audits.
Privacy and Security: Protecting user data and ensuring the security of AI systems against adversarial attacks is paramount.
Transparency and Explainability: Providing clear explanations for AI-driven decisions helps build trust and accountability.
An agentic AI program must embed these ethical principles into design and deployment phases to foster responsible AI use.
The Role of Software Engineering Best Practices
Scaling autonomous AI agents is as much a software engineering challenge as an AI one. Best practices that underpin reliability, security, and maintainability include:
Version Control and CI/CD: Managing AI models, configurations, and code with robust versioning and automated deployment pipelines.
Observability: Implementing comprehensive logging, tracing, and metrics to monitor agent behavior and performance.
Security Hardening: Protecting data pipelines and agent execution environments against adversarial inputs and unauthorized access.
Testing and Validation: Beyond unit tests, employing simulation environments and adversarial testing to validate agent decision-making under diverse scenarios.
Scalability Engineering: Leveraging cloud-native patterns such as autoscaling, load balancing, and distributed caching to handle variable workloads.
These practices ensure that AI agents integrate seamlessly with existing enterprise systems and meet organizational standards for quality and risk management, a core focus in any agentic AI program.
Cross-Functional Collaboration for AI Success
Deploying autonomous AI agents at scale requires collaboration across multiple disciplines:
Data Scientists and ML Engineers develop and fine-tune models.
Software Engineers and DevOps build scalable, secure infrastructure and deployment pipelines.
Business Stakeholders define objectives, constraints, and success metrics.
Compliance and Security Teams embed governance frameworks.
A shared language and aligned goals are critical. Regular cross-functional syncs and integrated tooling help break down silos, ensuring that AI agents deliver measurable business value while adhering to operational constraints. Training through generative AI professional courses in Mumbai can strengthen these collaborative capabilities.
Measuring Success: Analytics and Monitoring
Effective scaling mandates comprehensive analytics and monitoring to track:
Agent Performance: Accuracy, latency, and success rates in task completion.
Operational Metrics: Resource utilization, error rates, and throughput.
Business Impact: Productivity gains, cost reductions, and customer satisfaction improvements.
Advanced dashboards integrate telemetry from agent orchestration platforms and business systems, enabling real-time insights and proactive troubleshooting. Continuous measurement supports iterative improvement and justifies further investment, a critical aspect of any agentic AI program.
Case Study: Autonomous AI Agents at a Leading Financial Services Firm
Background
A top-tier financial services company sought to automate its accounts payable and receivable operations, a process historically prone to delays and errors. Their goal was to reduce manual effort, accelerate payment cycles, and enhance compliance.
Implementation
The firm adopted a multi-agent system architecture as part of its agentic AI program:
Invoice Processing Agent: Extracted and validated invoice data using generative AI models.
Payment Approval Agent: Assessed payment legitimacy against policy rules and flagged exceptions.
Reconciliation Agent: Matched payments with accounting records and generated audit trails.
These agents operated on a unified data platform integrating ERP systems, banking APIs, and compliance databases. Policy-based governance ensured auditability and regulatory adherence. Deployment leveraged containerized microservices orchestrated via Kubernetes, with automated CI/CD pipelines for model updates. Real-time monitoring dashboards tracked agent accuracy and cycle times. The firm also empowered business users to deploy AI agents using no-code tools, accelerating adoption and iterative enhancements.
Challenges
Initial models struggled with diverse invoice formats and unstructured data, requiring iterative data augmentation and fine-tuning.
Cross-system data latency caused occasional synchronization issues, resolved by implementing event-driven data pipelines.
Governance workflows needed refinement to balance automation speed with human oversight in high-risk scenarios.
Outcomes
Invoice processing accuracy exceeded 90%, reducing manual reviews by 75%.
Payment cycle time dropped by 50%, improving vendor relations.
Compliance incidents decreased due to automated audit trails and policy enforcement.
The project scaled from a pilot in one region to enterprise-wide adoption within 18 months, inspiring similar autonomous agent initiatives in HR and procurement.
Additional Case Studies and Applications
Education Sector
Autonomous AI agents are revolutionizing education through adaptive learning systems. These systems personalize learning experiences for students, enhancing engagement and outcomes. The global adaptive learning market is projected to reach $4.6 billion by 2027, growing at a CAGR of 22.2%. These educational platforms often incorporate agentic AI programs to tailor content dynamically and improve student outcomes.
Public Services
In public services, autonomous AI is used to improve government operations. For instance, AI-powered chatbots provide citizens with personalized support, reducing response times and increasing citizen satisfaction. Deploying AI agents using no-code solutions accelerates implementation in resource-constrained environments.
Creative Industries
The creative industries benefit from autonomous AI in content creation. Companies like Amper Music use AI to generate customized music tracks, opening new revenue streams for musicians and enabling businesses to produce high-quality music content efficiently. These innovations stem from integrating generative AI capabilities within agentic AI programs.
Healthcare
In healthcare, autonomous AI agents are transforming operations by reducing administrative burdens and improving diagnostics. For example, AI agents automate clinical documentation, freeing physicians to focus on patient care. Healthcare organizations increasingly utilize generative AI professional courses in Mumbai and worldwide to train staff on these technologies.
Actionable Tips and Lessons Learned
Start Small, Scale Gradually: Begin with well-defined, high-volume tasks before expanding agent autonomy to complex decisions.
Invest in Data Foundations: Unified, high-quality, real-time data is the bedrock of reliable agent operation.
Embrace Multi-Agent Architectures: Decompose workflows into specialized agents to improve maintainability and performance.
Integrate Governance Early: Build compliance and auditability into agent design, not as an afterthought.
Prioritize Observability: Implement end-to-end monitoring to detect failures early and understand agent behavior.
Foster Cross-Functional Teams: Align data scientists, engineers, and business leaders around shared goals and metrics.
Plan for Continuous Learning: Establish feedback mechanisms that feed production insights back into model improvements.
Leverage Cloud-Native Tools: Use container orchestration, scalable storage, and serverless compute to handle dynamic workloads.
Utilize No-Code Deployment: Deploy AI agents using no-code platforms to accelerate innovation and democratize access.
Engage in Professional Training: Enroll in generative AI professional courses in Mumbai or other centers to build expertise in agentic AI programs.
Conclusion
2025 marks a pivotal year for autonomous AI agents as they transition from experimental to enterprise-critical technology. Scaling these systems requires rigorous software engineering, robust data infrastructure, and strategic governance. By adopting multi-agent architectures, investing in unified data pipelines, and fostering cross-disciplinary collaboration, organizations can unlock substantial productivity gains and operational efficiencies. The path is complex but navigable, as evidenced by real-world successes in finance, HR, and beyond. For AI practitioners and technology leaders, the imperative is clear: build scalable, reliable, and governed autonomous AI agent ecosystems now to stay competitive in this new era of intelligent automation. Embedding an agentic AI program, leveraging no-code deployment, and investing in generative AI professional courses in Mumbai are key strategic moves to lead this transformation.
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Revolutionizing Business with Agentic AI Solutions
Agentic AI is transforming how businesses operate by introducing autonomous systems that work smarter, not harder. These intelligent agents, powered by platforms like Salesforce’s Agentforce, handle tasks, adapt to changes, and make decisions with minimal human input. From streamlining workflows to enhancing customer experiences, Agentic AI services are a game-changer for modern enterprises.
What is Agentic AI?
Agentic AI refers to advanced AI systems that act independently to achieve goals. Unlike traditional AI, these agents analyze data, learn from their environment, and make decisions in real-time. Built on platforms like Agentforce, they integrate seamlessly with business tools, offering scalable and secure solutions.
Key Features
Agentic AI services shine with their unique capabilities. They offer autonomous decision-making, adapting to dynamic conditions. These systems are secure, using advanced encryption to protect data. They scale effortlessly, fitting businesses of all sizes. Real-time insights help companies stay agile, while integration with CRMs and ERPs ensures smooth operations.
Why It Matters
Agentic AI boosts efficiency by automating complex tasks. It saves time, reduces costs, and delivers personalized customer experiences. Businesses gain a competitive edge with faster decision-making and fewer errors. OzaIntel LLC provides these cutting-edge services, ensuring reliable, tailored solutions for your needs.
Industry Applications
Agentic AI excels across sectors. In retail, it powers personalized customer support. In healthcare, it streamlines patient management. Financial services use it for fraud detection, while manufacturers optimize supply chains. Its versatility makes it invaluable for any industry aiming to innovate.
Implementation Tips
To succeed with Agentic AI, define clear goals for its use. Start with a small project to test its impact. Ensure your team is trained to collaborate with AI agents. Regularly monitor performance to optimize results. Choose a platform like Agentforce for seamless integration and scalability.
Why Quality Counts
High-quality Agentic AI services ensure reliability and security. Poor systems can lead to inefficiencies or data risks. Trusted providers deliver solutions that drive long-term success, keeping businesses ahead in a digital world.
Conclusion
Agentic AI services, powered by platforms like Salesforce’s Agentforce, are revolutionizing business operations. With their ability to automate, adapt, and deliver insights, they empower companies to thrive. Partnering with providers like OzaIntel LLC ensures businesses unlock the full potential of this transformative technology.
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How Salesforce Agentforce Empowers Small Business Sales Teams
Small businesses often face big challenges when it comes to managing sales—limited staff, time constraints, and a lack of automation can slow down growth. For teams trying to keep up with leads and customer relationships, the right tools can make all the difference.
That’s where Salesforce Agentforce comes in. This powerful integration helps streamline sales workflows, manage leads more effectively, and reduce manual effort—all within Salesforce, the world’s most trusted CRM. In this guide, we’ll explore how Salesforce Agentforce supports small business sales teams and how Websenor, a trusted Salesforce development company in India, can help you make the most of it.
Understanding the Needs of Small Business Sales Teams
Small businesses often have to do more with less. When it comes to sales, they struggle with:
Inconsistent lead follow-ups
Manual data entry and time-consuming processes
Lack of visibility into the sales pipeline
No unified system for tracking contacts and activities
Without proper tools, these issues can lead to lost opportunities and slowed growth. That’s why having a reliable CRM integration and sales automation tools is not just helpful—it’s essential.
What is Salesforce Agentforce?
3.1 Definition and Overview
Salesforce Agentforce is a smart plugin that extends the capabilities of the Salesforce CRM, focusing on lead and contact management. It’s designed to help sales teams automate repetitive tasks, improve tracking, and engage leads at the right time. This agentforce plugin for Salesforce allows you to manage customer data, automate lead routing, and monitor performance—all from a single platform.
3.2 Core Features
Lead Tracking System: Track every interaction from lead capture to conversion.
Automated Workflows: Set up triggers for follow-ups, reminders, and task assignments.
Real-Time Reporting: Access dashboards that give visibility into performance.
Cloud-Based CRM Benefits: Work from anywhere and keep data secure and accessible.
Benefits of Salesforce Agentforce for Small Business Sales Teams
Simplifies Lead Assignment and Routing
With salesforce agentforce, you can automatically assign leads to the right team members based on rules or criteria, ensuring faster response times.
Enhances Follow-Up Consistency
No more forgotten leads. With salesforce agentforce CRM, you can schedule and automate follow-ups, improving customer engagement.
Reduces Manual Work
By leveraging sales automation tools, your sales team can focus on closing deals instead of entering data.
Centralized Contact Management
Use built-in contact management software features to store, update, and access all client information in one place.
Better Sales Pipeline Management
Visualize the entire sales journey and identify bottlenecks using sales pipeline management tools built into the platform.
Real-World Use Cases & Success Stories
At Websenor, we’ve seen first-hand how Salesforce Agentforce transforms sales operations for small businesses.
Case Study Example: A growing SaaS company partnered with Websenor to install Agentforce in Salesforce. Within 3 months:
Lead conversion rate improved by 27%
Response time dropped by 40%
Follow-up task completion rose by 60%
Another eCommerce brand reduced manual data entry by using automated workflows, saving the team 10+ hours per week.
Why Small Businesses Choose Websenor for Salesforce Agentforce Integration
As a certified Salesforce development company in India, Websenor brings deep knowledge and experience to every integration.
Expert-Led Solutions
Our team has extensive experience in salesforce agentforce integration, handling everything from setup to customization.
Affordable, Scalable Packages
We offer cost-effective solutions tailored to small business needs—whether you're just starting or scaling.
Trusted by Clients
With a strong track record and transparent communication, we’ve become a trusted partner for businesses across industries.
Step-by-Step: Getting Started with Salesforce Agentforce
Prerequisites
Before you begin, ensure you have:
A valid Salesforce edition that supports custom apps
Admin access to your Salesforce instance
Install Agentforce in Salesforce
Follow the agentforce setup guide provided in the plugin documentation.
Install the Agentforce plugin for Salesforce from the AppExchange or vendor website.
Configure Workflows
Set up lead assignment rules
Customize fields and create automated notifications
Integrate with your existing tools for seamless operation
Pro Tip
Refer to Websenor’s salesforce agentforce tutorial if you're unsure. Our team provides guided onboarding and documentation for every client.
Security, Support, and Long-Term Scalability
Websenor takes security seriously. Every salesforce agentforce CRM project follows strict guidelines to ensure:
Data protection and GDPR compliance
Secure logins and user permissions
Ongoing support and issue resolution
As your business grows, your CRM should too. Our solutions are designed to scale—so Agentforce grows with you, not against you.
Conclusion
Managing sales in a small business doesn't have to be overwhelming. With Salesforce Agentforce, small teams gain the tools to work smarter, follow up faster, and close more deals. From automation to real-time insights, this integration transforms how you sell. And with Websenor, you don’t have to do it alone. As a leading Salesforce development company in India, we help businesses of all sizes get started with Salesforce Agentforce—offering support from setup to success.
FAQs
Q1: Is Salesforce Agentforce suitable for startups? Yes, it’s perfect for small teams that need powerful tools without the complexity of enterprise systems.
Q2: How long does it take to set up? Most integrations can be completed in 1–2 weeks, depending on customization needs.
Q3: Can Agentforce be customized for different industries? Absolutely. Websenor can tailor workflows and fields to fit your unique business needs.
Q4: What kind of support does Websenor provide? From installation to training and long-term support, we provide end-to-end Salesforce Agentforce services.
Small businesses often face big challenges when it comes to managing sales—limited staff, time constraints, and a lack of automation can slow down growth. For teams trying to keep up with leads and customer relationships, the right tools can make all the difference. That’s where Salesforce Agentforce comes in. This powerful integration helps streamline sales workflows, manage leads more effectively, and reduce manual effort—all within Salesforce, the world’s most trusted CRM. In this guide, we’ll explore how Salesforce Agentforce supports small
#SalesforceAgentforce#AgentforceIntegration#SalesforcePlugin#CRMIntegration#AgentforceCRM#SalesforceAutomation#LeadManagementTools
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Who is an Agentblazer? Meet the Changemakers of the AI Era

In today's rapidly evolving digital landscape, CEPTES introduces the concept of "Agentblazers"—innovative professionals who are at the forefront of integrating AI, data, and CRM technologies to drive transformative business outcomes. These changemakers are not just adapting to technological advancements; they are actively shaping the future by leveraging tools like Salesforce's Agentforce and Data Cloud to create intelligent, automated workflows that enhance customer experiences and operational efficiency.
Agentblazers embody a proactive mindset, combining technical expertise with strategic vision to implement AI-driven solutions that address complex business challenges. They are instrumental in fostering a culture of continuous innovation, ensuring that organizations remain competitive in an increasingly data-centric world.
By embracing the role of an Agentblazer, professionals can position themselves as leaders in the AI era, driving meaningful change and delivering significant value to their organizations.
To delve deeper into the role of Agentblazers and discover how you can become a changemaker in the AI-driven business world, read the full blog here.
Who Are Agentblazers? Meet AI Leaders of the Future!
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Effective Strategies for DevOps Teams Deploying Salesforce Agentforce 2.0
Salesforce Agentforce 2.0 is a powerful platform designed to streamline customer service operations and enhance agent productivity. For DevOps teams tasked with implementing and managing this solution, adopting best practices is essential to ensure a smooth deployment, optimized performance, and long-term success. Below are key recommendations to guide your DevOps team through the implementation process.
1. Understand the Platform and its Capabilities
Before diving into the implementation, invest time in understanding the core features and functionalities of Agentforce 2.0. Leverage Salesforce’s documentation, training modules, and community resources to:
Learn about Agentforce’s key features like Omni-Channel Routing, AI-driven insights, and Workflow Automations.
Familiarize yourself with the platform’s integration points, especially if you’re connecting it with existing CRM or ITSM systems.
Identify configuration versus customization opportunities to align with business needs.
2. Collaborate Early with Stakeholders
Success starts with collaboration. Engage with stakeholders such as customer support managers, IT teams, and end-users early in the process. Conduct workshops or discovery sessions to:
Gather requirements and prioritize features.
Understand existing workflows and pain points.
Ensure alignment between technical implementation and business objectives.
3. Adopt an Agile Implementation Approach
Given the iterative nature of most Salesforce deployments, an agile approach ensures continuous improvement and quick feedback. Key practices include:
Breaking down the implementation into manageable sprints.
Setting up regular sprint reviews with stakeholders.
Using feedback loops to refine features before full deployment.
4. Automate CI/CD Pipelines
Continuous Integration and Continuous Deployment (CI/CD) are critical for a seamless implementation. Use tools like Salesforce DX, Git, and Jenkins to:
Version control metadata and customizations.
Automate testing and deployments across environments.
Reduce the risk of manual errors while improving deployment speed.
5. Ensure Data Integrity and Security
Data is at the heart of any Salesforce application. Prioritize data integrity and security by:
Conducting thorough data audits before migration.
Setting up field-level, object-level, and record-level security as per organizational policies.
Using tools like Salesforce Shield for encryption and event monitoring.
6. Leverage Sandbox Environments for Testing
Sandbox environments are invaluable for testing configurations and integrations without impacting production data. Follow these guidelines:
Use Full or Partial Copy Sandboxes to simulate real-world scenarios.
Perform rigorous User Acceptance Testing (UAT) with actual stakeholders.
Validate integrations with external systems thoroughly.
7. Utilize Built-in AI and Analytics Features
Agentforce 2.0’s AI-driven tools, like Einstein AI, provide actionable insights to improve customer service. Ensure your implementation maximizes these features by:
Training models with relevant data to enhance predictions.
Setting up dashboards to monitor agent performance and customer satisfaction.
Using analytics to identify trends and optimize workflows.
8. Train Your Team and End Users
The best technology is only as effective as its users. Invest in comprehensive training programs:
Provide role-specific training for agents, admins, and managers.
Create a knowledge base with step-by-step guides and FAQs.
Schedule refresher sessions post-launch to address new updates or challenges.
9. Monitor Performance and Gather Feedback
After deployment, ongoing monitoring and feedback collection are vital. Use tools like Salesforce’s Health Check and AppExchange monitoring solutions to:
Identify bottlenecks in workflows.
Monitor system performance metrics.
Continuously gather feedback from agents and stakeholders to improve processes.
10. Plan for Scalability and Future Upgrades
Agentforce 2.0 is designed to grow with your organization. To future-proof your implementation:
Regularly review and update workflows as business needs evolve.
Stay informed about Salesforce’s roadmap and new feature releases.
Plan for scalability, ensuring infrastructure and licenses can support future growth.
Conclusion
Implementing Salesforce Agentforce 2.0 requires a thoughtful, well-coordinated approach that aligns technical execution with business objectives. By following these best practices, DevOps teams can ensure a successful deployment, delivering value to both customer service agents and the organization as a whole.
Remember, the implementation process is not a one-time effort but an ongoing journey toward innovation and excellence in customer service. Stay agile, stay collaborative, and stay committed to continuous improvement.
#salesforce consultant in new york#salesforce consulting in new york#salesforce consulting partner in new york#salesforce consultants in new york#salesforce developer in new york#Effective Strategies for DevOps Teams Deploying Salesforce Agentforce 2.0
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Salesforce Shines with Strong Revenue and Promising AI Innovations
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Revenue Growth Exceeds Expectations
Salesforce Inc., the leading customer relationship management (CRM) software provider, reported robust revenue growth for its fiscal third quarter, surpassing analysts’ projections. The company announced an 8.3% rise in sales, reaching $9.44 billion on October 31. This figure exceeded the average analyst estimate of $9.35 billion, according to the data. Salesforce’s adjusted operating margin of 33.1% also outpaced expectations, which stood at 32.2%. Following the announcement, Salesforce’s stock soared by 10% in after-hours trading, reflecting investor confidence in the company’s strategy.
The company attributed its strong financial performance to its focus on operational efficiency and innovative product launches. Despite past cost-cutting measures, including workforce reductions, Salesforce has demonstrated its ability to enhance profitability while maintaining its growth trajectory. CEO Marc Benioff highlighted the company’s optimism, particularly regarding its latest artificial intelligence (AI) initiatives, which he described as the driving force behind Salesforce’s forward momentum.
AI Strategy Takes Center Stage
Salesforce Inc’s strategic pivot toward AI-powered tools has been a major highlight of the company’s vision for the future. In October, the company launched Agentforce, a new AI-driven product designed to automate tasks such as customer support and sales development. Priced at approximately $2 per agent conversation, the product has already secured a “good number” of deals, according to Executive Vice President Mike Spencer. While these initial rollouts are yet to significantly impact the company’s bottom line, they underscore Salesforce’s growing emphasis on AI integration.
The company is doubling down on its AI strategy by planning to add 1,000 employees dedicated to selling Agentforce. This hiring push comes after nearly two years of cost-cutting initiatives aimed at improving operational efficiency under pressure from activist investors. Analysts like Tyler Radke of Citigroup have praised Agentforce for reshaping the narrative around Salesforce’s CRM offerings, describing it as a transformative addition to the company’s portfolio.
Outlook and Competitive Landscape
Salesforce Inc projects revenue of $9.9 billion to $10.1 billion for the current quarter ending in January, aligning with analyst expectations. The company anticipates a 9% growth in its remaining performance obligations, a key indicator of future revenue, slightly below the 9.2% forecast. However, not all segments of Salesforce’s business experienced uniform growth. Its acquired divisions, such as Slack, Mulesoft, and Tableau, reported slower sales growth compared to previous quarters. For instance, Mulesoft’s revenue rose by just 1%, a notable drop from the 13% growth seen in the previous quarter.
Meanwhile, the company’s marketing and e-commerce division grew by 8% in constant currency, narrowly surpassing Wall Street predictions. However, this segment faces rising competition, particularly from Shopify Inc., which claims to have attracted hundreds of Salesforce clients to its Commerce Cloud platform. Despite these challenges, Salesforce’s long-term focus on innovation, particularly in AI, positions the company as a key player in shaping the future of business software.
With a renewed focus on technology and a commitment to maintaining its leadership in the CRM market, Salesforce Inc is poised to continue its upward trajectory, driven by strong investor confidence and an evolving product strategy.
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$CRM: Salesforce's Agentforce highlights the need for human data management to enhance AI accuracy, indicating strong demand for its tools.
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Salesforce Agentforce vs Traditional Customer Service: A Comparative Analysis
Customer service is evolving rapidly, and traditional methods like call-center message spamming, hinder business progress. AI has become a dominant force in the customer service sector, providing numerous features, benefits, and opportunities for both companies and customers.
AI-powered cloud solutions, like Salesforce Agentforce, are leading this change. As organizations strive to enhance customer satisfaction, streamline operations, and reduce costs, choosing an exemplary customer service solution is essential.
Infosprint Technologies, a digital transformation company, and Salesforce's official partner, aims to deliver Salesforce Agentforce, an impressive AI-powered cloud solution. Let’s explore the highlights of salesforce, its features, benefits, and impact on companies and customer experience in this blog.
The Changing Landscape of Customer Service
Traditional customer service primarily relies on human agents to engage with customers. However, this approach has several drawbacks, including delayed response times, operators' lack of product or service expertise, and slow ticket resolutions. In contrast, modern customer service is evolving and revolutionizing the industry through artificial intelligence (AI) and machine learning (ML).
Chatbots facilitate artificial intelligence (AI) and machine learning, now available 24/7 to assist customers with their issues. This leads to improved customer relations and higher returns on investment (ROIs) for companies. As AI-powered tools continue to rise, organizations increasingly adopt intelligent automation, self-service solutions, and predictive customer support to address these challenges.
What is Salesforce Agentforce?
Salesforce Agentforce is a cloud-based, AI-powered customer service system that aims to increase agent productivity, automate repetitive operations, and provide seamless omnichannel assistance. It combines advanced artificial intelligence capabilities with CRM data to provide proactive and tailored customer support experiences.
AI-powered Assistance: Uses Einstein AI to automate common queries and guide agents with intelligent recommendations.
Omnichannel Support: Enables customers to connect via phone, chat, email, social media, and self-service portals.
24/7 Availability: AI-powered chatbots and automation ensure customers receive support anytime, reducing wait times.
Seamless CRM Integration: Salesforce Agentforce integrates directly with CRM, offering a 360-degree perspective on client interactions.
Automated Workflows: Reduces manual tasks by automating case routing, ticketing, and escalation processes.
Scalable and Cost-Effective: Being cloud-based, businesses can scale operations effortlessly without significant infrastructure costs.
How Salesforce Agentforce Transforms Customer Services
Salesforce Agentforce is an advanced AI platform transforming customer service by enabling businesses to create and deploy autonomous AI agents. These agents can perform various tasks, from answering customer inquiries to resolving complex issues, which allows human agents to concentrate on more nuanced or empathetic interactions. Here’s how Agentforce enhances customer service:
Faster Resolutions, Smarter Workflows: AI-Powered Efficiency in Agentforce
Salesforce Agentforce uses Einstein AI to immediately address repetitious requests, decreasing the workload for human agents. AI chatbots answer common inquiries, allowing operators to focus on more complicated client concerns, resulting in increased efficiency and faster resolution times.

AI-Powered Chatbots
AI provides round-the-clock assistance to customers with questions, FAQs, order tracking, and account-related queries without human intervention.
Its natural language processing enables it to understand customer questions through human understanding and answers, increasing customer satisfaction.
In case complex issues arise, chatbot intelligence transfers conversations to human agents. This seamless transfer retains and provides contextual insight.
Intelligent Workload Distribution
Einstein AI prioritizes customer cases based on urgency, complexity, and sentiment, allowing humans to manage them orderly. This reduces confusion and enables a focus on individual tasks.
It also suggests related articles to their agents and previously asked FAQs by customers to understand their problems accurately and enable swift problem-solving.
Salesforce automation handles repetitive tasks, allowing agents to focus on customer interactions.
Boosting Agent Efficiency: How Salesforce Agentforce Enhances Productivity?
Agentforce provides customer support personnel with AI-driven insights, real-time ideas, and automated workflows to save manual labor and increase efficiency. Agents have full access to the customer's history, allowing for context-aware interactions.
AI-Driven Insights For Smarter Decision-Making
AI analyzes customers' emotions based on chat or call transcripts, helping agents respond to customers with the same emotions.
Based on past interactions, AI suggests relevant solutions before agents troubleshoot the case, reducing the time needed to resolve the tickets.
It provides agents with step-by-step guidance to help them resolve customer queries.
Context-Aware Interactions With Complete Customer History
Agents can instantly access customer details like past interactions and purchase history, thus eliminating the need for customers to repeat their details.
AI automation categories the case's urgency, thus ensuring faster routing to the right representatives.
Whether the customer switches from one channel to another, the customer context is recorded in a log where the customer does not need to retype the context again, allowing agents to provide context-aware support.
Agentforce: Invest in Efficiency, Save on Costs
Traditional customer service necessitates large call centers, training, and infrastructure investments. Salesforce Agentforce is cloud-based, which reduces these expenditures while increasing efficiency. Businesses can scale in response to demand without making extra hardware investments.
Eliminating On-Premise And IT Infrastructure Costs
Companies can run virtual contact centers, saving money on office space, equipment, and utilities.
Salesforce handles upgrades, security, and maintenance, so businesses no longer require on-premise servers or specialized IT teams to manage system upkeep.
Instead of investing in various customer service technologies, Agentforce combines AI, CRM, omnichannel support, and automation on a single platform, lowering software costs.
AI-Driven Automation For Reduced Costs
AI-powered bots handle repeated inquiries such as order tracking, FAQs, and password resets, lowering the number of agents needed.
Automating tasks like ticket categorization, routing, and follow-ups reduces labor expenses while increasing productivity.
AI-driven knowledge bases and self-help options reduce inbound support requests, lowering call volumes and workforce requirements.
Enhanced Security & Compliance With Salesforce Agentforce
Salesforce Agentforce, with its built-in security measures, role-based access restrictions, and compliance adherence, outperforms traditional service models in data protection. It also complies with industry standards such as GDPR, HIPAA, and SOC 2, guaranteeing the security of customer data.
Advanced Security Features For Data Protection
Data is encrypted in transit and at rest, protecting client information from cyber threats.
Einstein AI continuously monitors anomalies, suspicious behaviors, and potential security concerns, allowing for proactive risk reduction.
Salesforce uses MFA to prevent unauthorized logins, allowing only validated users to access customer data.
Compliance With Industry Regulation Standards
Ensures customer data privacy rights are respected, including data access, rectification, and deletion requests.
It helps healthcare organizations manage protected health information (PHI) safely.
Agentforce is certified to meet stringent security, availability, and confidentiality criteria critical for financial and commercial enterprises.
Connect Anywhere: Omnichannel Solutions
Unlike older solutions, Salesforce Agentforce offers a seamless omnichannel experience. It allows customers to transition between chat, email, social media, and phone without losing context, guaranteeing constant service across all communication channels.

Unified Customer Interactions Across Multiple Channels
Customers can initiate their query in live chat and change the interaction channel to social media, website form, email, etc., without repeating the issue or losing context.
AI-powered historical tracking enables it to provide personalized and contextual responses.
Regardless of the interaction channel, Salesforce Agentforce adheres to company service policies and maintains uniform responses, enhancing trust and reliability.
Enhanced Customer Satisfaction and Business Efficiency
Customers don't need to repair their concerns when changing channels.
AI-powered analytics give agents insights into customer behavior, enabling more personalized recommendations and proactive support.
Salesforce Agentforce is a unified platform that doesn't require agents to use multiple tools for customer service, improving efficiency and reducing costs.
Meeting Customer Demands in 2025
Customer expectations are shifting with faster, more personalized and efficient service experiences. The position of AI in customer service is a must have. Businesses that adopt AI-driven solutions, such as Salesforce Agentforce, gain a substantial competitive advantage by increasing productivity, lowering costs, and providing better customer experiences.
As AI technology advances, businesses must stay ahead by implementing intelligent automation, predictive analytics, and tailored service models. Salesforce Agentforce transforms customer support into more proactive, predictive, and personalized.
#salesforce agentforce services#salesforce agentforce crm tool#salesforce agentforce automation#ai-powered agentforce#salesforce automation
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Smart Salesforce CRM AI Agent Drives 60% More Leads and 24/7 Engagement.
A Salesforce consulting firm implemented an AI-powered website assistant using Agentforce, directly integrated with Salesforce CRM. This conversational agent handles real-time product queries, schedules meetings across time zones, and captures high-intent leads—resulting in a 60% rise in qualified leads, 70% reduction in missed inquiries, and 40+ meetings auto-scheduled in one month. This solution is particularly beneficial for small to mid-sized B2B companies that utilize WordPress and Salesforce.
#Salesforce CRM#Agentforce#AI Chatbot for B2B#GetOnCRM#Salesforce Lead Generation#CRM Automation#Customer Service AI#AI Meeting Scheduler#Salesforce WordPress Integration#24/7 AI Assistant#B2B CRM Bot#Salesforce for SMBs#Smart AI Agent#Sales Enablement Tools#Conversational AI for Sales
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Salesforce Raises Prices. Here’s How GetOnCRM Helps You Save More and Gain More
As of August 1, 2025, Salesforce has implemented a 6% price increase across many of its core offerings—including Sales Cloud, Service Cloud, Marketing Cloud Engagement, and Tableau. For companies already managing tight budgets, this update may feel like a setback.
But it doesn’t have to be.
At GetOnCRM, we help businesses turn rising costs into higher returns—ensuring that your Salesforce investment delivers more value than ever before.
Why Did Salesforce Increase Prices in 2025?
The Salesforce pricing update 2025 reflects a strategic shift toward an AI-first platform. The added cost includes access to powerful features such as
Einstein Copilot—an AI assistant built into all Salesforce apps
Slack AI Integration—Smarter, faster collaboration
Salesforce Data Cloud—Real-time access to unified customer data
Tableau Pulse—Proactive analytics and live alerts
Agentforce—AI automation for customer service inside Slack
These tools are powerful—but only if your team knows how to use them effectively. That’s where GetOnCRM steps in.
How GetOnCRM Helps You Save More
Rather than absorb the increase, businesses are using GetOnCRM to optimize performance and reduce waste across their Salesforce environments.
✅ Salesforce Consulting Services
We conduct a full audit of your existing setup to:
Eliminate unused features and licenses
Streamline user access and workflows
Identify quick wins for boosting CRM productivity
✅ Custom Salesforce Implementations
We tailor our Salesforce implementation services to your goals and industry, ensuring that every feature delivers value without increasing your expenditure.
✅ Salesforce Integration Services
From ERP platforms to marketing automation, we integrate Salesforce with your ecosystem so you can drive efficiency across departments.
✅ Agentforce: Slack + Salesforce Automation
We deploy our proprietary Agentforce solution to achieve the following objectives:
Automate ticket handling
Summarize support cases
Accelerate resolution using AI in Slack
The result? Fewer manual tasks, faster responses, and a higher return on every Salesforce dollar.
How GetOnCRM Helps You Gain More
While others see the price hike as a burden, GetOnCRM helps clients use it as an opportunity to:
Adopt new AI tools intelligently
Refine CRM workflows for better usability
Increase Salesforce ROI across sales, service, and marketing
Create scalable architecture that avoids future cost overruns
💡 Smart Spending Starts with Strategy
You don’t have to settle for higher costs with unclear results. With GetOnCRM, your CRM becomes a growth engine—not a budget drain. Are you interested in learning more? Read the whole news
#SalesforcePriceIncrease2025#SalesforcePricingUpdate#SalesforceSubscriptionCost#SalesforceCostOptimization#SalesforceAIFeatures#GetOnCRMSalesforceServices#GetOnCRMSalesforceConsulting#GetOnCRMSalesforceIntegration#AgentforceSlackAutomation#SalesforceROIWithGetOnCRM#SalesforceImplementationPartner#SalesforceStrategyServices#CRMOptimization2025#ReduceCRMCosts#ImproveSalesforceEfficiency#DigitalTransformationTools#CustomerExperienceAutomation#BusinessSoftwareStrategy#CRMPerformanceImprovement
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Salesforce to buy Informatica in $8B deal
New Post has been published on https://thedigitalinsider.com/salesforce-to-buy-informatica-in-8b-deal/
Salesforce to buy Informatica in $8B deal
Salesforce has agreed to acquire data management firm Informatica in a deal valued at around $8 billion. This includes equity value, minus Salesforce’s existing investment in the company. Informatica shareholders will receive $25 in cash per share.
The move aims to help Salesforce build a stronger foundation for AI tools that can act on their own, often called agentic AI. Informatica’s software is known for helping businesses collect, manage, and organise large sets of data – the kind of support Salesforce needs to improve its AI systems’ work in different business applications.
The deal brings together tools for organising and cleaning data (like Master Data Management and data integration) with Salesforce’s cloud platform. The idea is to make sure any AI features running on Salesforce have access to organised and secure data.
For companies using AI in daily operations, having the right data isn’t enough. They also need to know where that data came from, how it has been changed, and whether it can be trusted. That’s where Informatica’s tools come in with benefits such as:
Transparency: Informatica can show how data flows through systems, helping companies meet audit or regulatory needs.
Context: By combining Informatica’s metadata with Salesforce’s data models, AI agents will better understand how to connect the dots in business systems.
Governance: Features like data quality controls and policy settings help make sure AI systems rely on clean and consistent data.
Salesforce CEO Marc Benioff said the acquisition supports the company’s goal of building safe and responsible AI for business use. “We’re excited to acquire Informatica … Together, we’ll supercharge Agentforce, Data Cloud, Tableau, MuleSoft, and Customer 360,” Benioff said.
Informatica CEO Amit Walia said joining Salesforce will help more businesses make better use of their data.
How this helps Salesforce’s data products
Informatica’s cloud tools will plug directly into Salesforce’s core products:
Data cloud: Informatica will help ensure data collected is trustworthy and ready to use – not just gathered in one place.
Agentforce: AI agents should be able to make smarter decisions with cleaner data and better understanding of business context.
Customer 360: Salesforce CRM tools will gain data inputs, helping sales and support teams.
MuleSoft: With Informatica’s data quality and governance tools, the data passing through MuleSoft APIs should be more reliable.
Tableau: Users of Tableau will benefit from more detailed information, as the data behind the dashboards should be better organised and easier to understand.
Steve Fisher, President and CTO at Salesforce, explained the value: “Imagine an AI agent that goes beyond simply seeing data points to understand their full context – origin, transformation, quality, and governance.”
Salesforce plans to bring Informatica’s technology into its existing systems quickly after the deal closes. This includes integrating data quality, governance, and MDM features into Agentforce and Data Cloud.
The company also said it will continue to support Informatica’s current strategy to build AI-driven data tools for use in different cloud environments.
Informatica acquisition aligns with Salesforce’s strategy
Salesforce executives described the acquisition as part of a long-term plan.
Robin Washington, President and CFO, said the company targets deals like this one when it sees a clear fit for customers and a solid financial return. “We’re laser-focused on accelerated execution,” she said, pointing to sectors like government, healthcare, and finance, where the combined tools could have most impact.
Informatica’s chairman Bruce Chizen said the deal shows how long-term investment strategies can pay off. He credited private equity backers Permira and CPP Investments for their role in guiding the company toward this outcome.
Salesforce also said it plans to invest in Informatica’s partner network and apply its own sales and marketing muscle to grow Informatica’s cloud business further.
Deal terms and next steps
The boards of both companies have approved the transaction. Shareholders representing about 63% of Informatica’s voting shares have signed off and no further votes are needed. The deal is expected to close early in Salesforce’s 2027 fiscal year, pending regulatory approval and other conditions.
Salesforce will pay for the deal using a mix of cash and new debt. The company expects the deal to add to its non-GAAP earnings, margin, and cash flow starting in the second year after closing. It does not plan to change its shareholder return plans as a result of the acquisition.
(Image from Pixabay)
See also: Oracle plans $40B Nvidia chip deal for AI facility in Texas
Want to learn more about AI and big data from industry leaders? Check out AI & Big Data Expo taking place in Amsterdam, California, and London. The comprehensive event is co-located with other leading events including Intelligent Automation Conference, BlockX, Digital Transformation Week, and Cyber Security & Cloud Expo.
Explore other upcoming enterprise technology events and webinars powered by TechForge here.
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Salesforce CEO Marc Benioff Proclaims: 'The World is Shifting Towards the Indian Era'

At the annual Dreamforce event in San Francisco, Salesforce CEO Marc Benioff declared that the world is entering an “Indian era,” highlighting India's growing global significance. He noted, “There is no denying that India is about to enter a truly remarkable period. It’s a really exciting opportunity, as you can see.”
Benioff expressed strong confidence in Salesforce's expansion in India, where the company has over 11,000 employees. He emphasized the critical role of Indian operations in engineering and market engagement, pointing to major clients like the Bajaj Group. He praised Arundhati Bhattacharya, former SBI Chairperson and now head of Salesforce India, for her leadership in driving this growth. While Benioff did not disclose specific workforce expansion plans, he underscored India’s vital importance in Salesforce’s future strategy.
Additionally, Salesforce introduced its partner network, which includes industry giants like AWS, Google, IBM, and Workday, as well as "Agentforce," an autonomous AI tool aimed at optimizing business processes. He highlighted a collaboration with NVIDIA to provide advanced autonomous AI agents for enterprise applications.
Benioff predicted that these innovations would transform sales, marketing, and commerce, describing them as a significant leap beyond traditional chatbots. Addressing concerns about potential job losses due to AI, he reassured that there are pathways for workforce transition, noting that some companies have already successfully navigated this change.
To further strengthen its presence in India, Salesforce announced the appointment of Rahul Dravid, the celebrated Indian cricket star, as its first brand ambassador. Dravid will help Indian businesses leverage the Salesforce CRM platform to foster growth, aligning with the “Growing With India” campaign that promotes Salesforce’s comprehensive, user-friendly CRM solutions designed to elevate Indian enterprises.
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#Salesforce CEO#Marc Benioff#Indian Era#Global Transition#Business Leadership#Economic Shift#India’s Influence#Tech Industry Trends#Future of Business#Innovation in India#news#business#success
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Inside Team TriAgent’s TDX 2025 Win: Innovation, Grit, and the Power of Collaboration
Team TriAgent’s journey at TrailblazerDX 2025 went beyond code and competition. From real-time Slack integration to building intelligent agents on AgentForce, their solution earned the “Best Use of Slack” award. This is a story of bold ideas, precise execution, and the collaborative spirit that pushed boundaries at one of the biggest Salesforce hackathons.
#TDX 2025#Salesforce Hackathon#Team TriAgent#AgentForce Integration#Slack AI#Salesforce CRM#Intelligent Agents#Hackathon Success#GetOnCRM#TrailblazerDX#Apex Development#Salesforce India#AI in CRM#Collaboration Tools#Salesforce Slack Integration
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