Agentforce Implementation Services

Launch governed, enterprise-grade Agentforce AI agents in weeks, not months.

Explore AI Agents

Build and deploy intelligent agents across your enterprise

Enterprises often struggle to implement Agentforce due to unclear use cases, fragmented CRM data, disconnected customer journeys, and limited ROI visibility. As an Agentforce-ready partner, we align agents to business outcomes, streamline CRM and data flows, and enable governance and adoption from the start.

This is increasingly critical as Gartner predicts over 40% of agentic AI projects will be canceled by end of 2027 due to escalating costs, unclear business value, and inadequate risk controls.

Our approach is rooted in delivering measurable results—better customer service, stronger sales execution, and improved marketing ROI at enterprise scale. IBM's research highlights how organizations deploying AI agents with connected enterprise data are already driving measurable productivity gains — including 70% of customer inquiries resolved by AI, time-to-resolution improved 26%, and $4.5 billion in internal productivity gains across service, sales, and operations.

Talk to an Agentforce Expert

Forrester Spotlights LevelShift for Agentforce Expertise

LevelShift is featured in Forrester's Salesforce Consulting Services Landscape for expertise in Agentforce, Data Cloud, and Field Service, delivering Salesforce transformation at scale.

Read More

What We Deliver

Our Salesforce experts partner with your teams to operationalize governed AI across critical workflows. We enable you to

Design and Map Agents

  • Business process analysis
  • Agent selection or custom agent design
  • Success metrics defined upfront

Build, Integrate and Govern

  • Agent configuration in Salesforce
  • Data Cloud and CRM integration
  • Embedded data governance and escalation rules

Launch, Optimize and Scale

  • Go-live support
  • Performance tuning
  • Expansion to new use cases and functions

Deploy AI Agents

We've built AI agents across all business functions, so you always have prebuilt, functional agents tailored to your workflow requirements. Here's what we've got:

Sales Cloud Deliverables Illustration

Service Agent

Our Service Agents are deployed across customer service operations to handle order management, appointment scheduling, FAQs, and case routing within Salesforce. They resolve high-volume, repeat requests autonomously while escalating complex cases to human agents with full customer context—supporting faster resolution without disrupting existing service workflows.

Sales Agent

Sales teams use our Sales Agents across lead capture, qualification, coaching, and outreach workflows. Embedded directly into Salesforce, these agents assist reps in prioritizing high-intent leads, responding to prospects in real time, and maintaining consistent engagement across touchpoints—supporting more predictable pipeline movement.

Marketing Agent

Our Campaign Strategy & Execution Agent is used by marketing teams to operationalize campaign planning, activation, and performance tracking directly within Salesforce. The agent supports live multichannel campaigns by coordinating workflows, enforcing data consistency, and optimizing execution using Data Cloud insights—reducing manual handoffs and time-to-launch.

Deal Desk Agent

The Quote Auditing Agent helps Deal Desk and Revenue Operations teams automate quote validation across the Lead-to-Cash process. It identifies upsell opportunities, checks pricing and discount compliance, validates inventory alignment, and analyzes historical quote patterns for optimization. The result is faster decisions, fewer errors, and more efficient revenue operations.

Purpose-Built AI Agents for Industry-Specific Workflows

Launch intelligent agents for your industry needs from our ready-to-deploy agent library

Manufacturing

From Shop Floor Mentor and Sales Contract Health Monitoring to Supply Chain Optimizer, our manufacturing agents help streamline operations and boost efficiency through AI-driven automation.

Technology

Software Onboarding, Self-Service Quoting, Contract Renewal, and more—these agents address key tech industry pain points, delivering functional, ready-to-use solutions.

Finance

Onboarding Tracker, Client Profiler, Financial Insights, and other finance-focused agents reduce manual effort and enable data-driven decisions, giving you complete Agentic automation for the financial sector.

Explore our full library of AI Agents, spanning industries and business functions here .

Transform Your Voice Operations with Agentforce Voice Quickstart

Built for service-heavy enterprises replacing IVRs and basic bots with Agentforce Voice.

Deploy enterprise-ready, context-aware AI agents that handle complex conversations in real time in just 12 weeks!

Explore More

Ready to Scale AI?

Talk to our experts about building intelligent agents tailored to your unique business needs.

Schedule a call
Miles Sims
Selva Pandian 

Managing Director - Cloud Practice 

Parul Nagpal
Parul Nagpal

AVP - Financial Services
and High Tech-Global Client Partner

Boosting Customer Acquisition with Salesforce Marketing Cloud – A Real-World Success Story

For a leading network and cloud security policy automation company, fragmented systems, manual workflows, and unclear AI priorities slowed enterprise AI adoption. We conducted a structured discovery initiative to identify high-impact AI opportunities and define a scalable roadmap for execution.

See How We Did It

37 AI Use Cases Identified & Prioritized

Structured discovery across departments helped define and prioritize AI initiatives based on business value and feasibility. · 18 System Enhancements & 15 Infrastructure Improvements

18 System Enhancements & 15 Infrastructure Improvements

A comprehensive roadmap aligned AI initiatives with platform, integration, and infrastructure modernization needs.

Enterprise-Wide Visibility & Readiness

Cross-functional assessments improved alignment across systems, workflows, data, and governance to support scalable AI adoption.

Why LevelShift

Certified Experts

Certified experts

Our team is certified and equipped to help you with end-to-end Agentforce implementation.

Agentforce-ready Partner

Agentforce-ready partner

We are one of the select Agentforce implementation partners.

Pre-built Accelerators

Pre-built accelerators

LevelShift has pre-built accelerators for different industries and use cases that enable a quick six-week rollout.

Customer Testimonials

“LevelShift's expertise in Agentforce implementation was instrumental in our successful deployment. Their team worked closely with us to design and launch AI agents that have significantly improved our customer service operations.”
Chris Sirosky

EVP of Customer Experience at Ever.Ag

Webinars

▶
Watch on YouTube
Watch Full Video
▶
Watch on YouTube
Watch Full Video

Our Perspectives

View All

FAQs

A certified partner assesses your workflows, identifies high-impact use cases, and designs a deployment roadmap that ensures smooth adoption, governance, and scalability across the organization. For more details, contact our experts.
Implementation timelines vary by complexity, but most partner-led deployments range from a few weeks for core workflows to several months for advanced AI integration and customizations. Phased rollouts help accelerate value while reducing risk.
Yes. Partners design Agentforce implementations around your existing workflows, data structure, and operational needs, ensuring AI adoption is seamless and aligned with real business outcomes.
Partners bring proven frameworks, governance practices, and hands-on experience to minimize risk, ensure compliance, and maximize ROI. This accelerates adoption while delivering measurable improvements in service, sales, and marketing effectiveness.
Pricing depends on scope, complexity, and rollout strategy. Entry-level deployments for focused use cases are available at an accessible starting point, with costs scaling based on additional workflows, integrations, and customizations.

Get in Touch

Contact us today to learn how LevelShift can help you leverage Agentforce for an AI-driven future.

Talk to Our Experts