The future of business efficiency and customer experience is here, powered by AI agents.
Salesforce’s Agentforce framework provides the intelligent foundation for building sophisticated assistants that automate complex processes, deliver contextual knowledge, and transform how teams operate within the Salesforce ecosystem.
How it started
Over at Zaelot, we are heavy (and happy) users of Salesforce internally. We not only build solutions for our clients. We build solutions for our Sales and Operations teams.As a service provider, we need to regularly track contracts, projects, team allocation, team capabilities, as well as our time tracker records. And all this data flows into our Salesforce instance.
OUR PROBLEM
Manually validating project time entries via Harvest was time-consuming for our Operations Department. The entries would often be inconsistent, and would often be missing crucial pieces of data.
OUR SOLUTION
We decided to automatically analyze time entry data for consistency, business logic, and data alignment—helping teams maintain accurate records and confidence in project reporting for our clients.
This turned out to be a great solution for our Operations department. Here are a few insight on how we did it:
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Built on Agentforce, within Salesforce.
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Used a Salesforce Flow to retrieve Project Time Entry records for a selected user and date range.
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The analysis logic and behavior are defined in an Action within a Prompt Flex Template.
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Our Agentforce solution evaluates patterns in logged hours and task descriptions. The data is then returned from the Salesforce Flow.
The result? Peace of mind to our Operations team.
How it's going
Here are some use cases we have worked on for some of our clients:
01 .Knowledge Bases
Customers and internal users often ask repetitive, topic-based questions. Without guidance, searches can be inefficient, and search results can often be inconsistent or outdated. With Agentforce, we can automate many of these info seeking tasks.
02.Conversational Knowledge & Action Agents
Traditional knowledge bots feel rigid and often fail to answer nuanced questions. When users don’t get what they need, there’s usually no smooth handoff to support or sales teams. By integrating within your internal systems, we can leverage your existing data, permissions, while also integrating your company’s tone and voice.
03.Readiness Assistant
We ensure complete, validated processes by guiding users through various tasks – step by step – while maintaining conversational context throughout – allowing for neat and consistent data and records.
Imagine what you could do next...
Our team is stacked with seasoned Salesforce and Agentforce experts.
Agentforce is an incredibly powerful platform. If you are considering tackling any processes with Agentforce, or you want to discover what Agentforce can do for you – give us a call or shoot us an email! We’d love to help you through your journey.