GAT Solutions

AI & Agentforce

Make the Agentforce decision, and make it work.

We help you choose the right use case, forecast consumption, prepare your Salesforce org, and take one agent from business case to production.

Book an intro callSee the outcomes

An Agentforce initiative is a business and operating decision before it is a configuration project. The first questions are where an agent can create measurable value, whether the underlying process and data are ready, what the work will consume, and where a person must stay accountable.

We are a Salesforce Partner that works with leaders as both advisor and implementation partner. We evaluate fit, compare the available architecture paths, build the business and Flex Credit case, and recommend a first use case your team can defend. When Agentforce is the right answer, the same senior team can design, build, test, launch, and improve it.

The goal is not to produce the most topics or the most impressive demo. It is to put one useful agent into production with clear ownership, controlled actions, a reliable human handoff, and economics that still make sense after adoption grows.

The decision before the build

Agentforce is strongest when the agent should work inside Salesforce with its data, permissions, and business processes. When the job spans several systems or keeps a person in control, a different architecture may be simpler. Our Agentforce vs off-platform agents guide shows how we make that recommendation.

Understand the meterSalesforce Flex Credits rate card in dollarsSee the published action, prompt, voice, sandbox, and Data 360 multipliers converted to US list-price dollars.Model the use caseFree Flex Credit calculatorEstimate monthly and annual action costs, then identify what must be validated before the estimate becomes a budget.

Who this is for

Built for teams like yours

Leaders building the business case

You need a credible answer on value, consumption, and risk before committing budget.

  • A prioritized portfolio of Agentforce use cases
  • An action map and Flex Credit consumption range
  • A recommendation your technology and business leaders can defend

Teams who already bought Agentforce

The entitlement is available, but the agent is stalled in demos or disconnected from real work.

  • A review of the current agent, data, process, and ownership
  • A narrower production use case with a measurable outcome
  • A roadmap from existing investment to operational value

Operations teams ready to launch

The use case is clear; you need a partner who can advise and execute.

  • Salesforce readiness, action, and integration design
  • Agent build, testing, controls, and human handoff
  • Phased launch with quality and consumption monitoring

Capabilities

From business case to production agent

Agent strategy & use-case portfolio

Prioritize the work Agentforce could own by business value, volume, data readiness, customer risk, and the strength of the human fallback.

Flex Credit & operating-cost forecast

Translate expected conversations into topics, actions, prompts, and a realistic consumption range, then compare that cost with the value created.

Salesforce readiness assessment

Review the process, data, permissions, Flow, Apex, integrations, and ownership the agent will depend on before automation magnifies the gaps.

Agent design & implementation

Design and configure the topics, instructions, grounding, actions, Flows, Apex, and APIs behind the selected use case.

Testing, controls & human handoff

Test expected topics, actions, outcomes, edge cases, and unsafe requests; define the boundaries and escalation path before production.

Launch & optimization

Launch in phases, review quality and Digital Wallet consumption, improve the workflow, and expand only when the economics and experience hold.

AI beyond Agentforce

When the job spans systems or stays internal: Claude and ChatGPT connected to Salesforce through MCP, RAG over your data, and n8n agent workflows with human-in-the-loop checkpoints, built on patterns we run in production.

Gray was excellent to work with! We needed specific updates in our Salesforce org and he got them done quickly. He was also great at giving us context on the issues we were running into.

Salesforce operating improvements · Verified client review

How we deliver

From operating problem to a system your team can run

  1. Frame the decision

    Define the business job, success metric, human owner, architecture options, and a realistic Flex Credit range before committing to a build.

  2. Design and prove one agent

    Prepare the Salesforce process, build the topics and actions, and validate the agent against real requests, edge cases, and expected outcomes.

  3. Launch and operate it

    Roll out in phases, monitor quality and consumption, tighten what underperforms, and expand only when the evidence supports it.

Questions

Frequently asked questions

Do we actually need Agentforce, or is there a lighter option?
Honest answer: it depends on the use case. Customer-facing, high-volume service deflection inside Salesforce is where Agentforce earns its keep. For internal workflows (pipeline analysis, record updates, drafting), a direct MCP connection between Claude and your org is often faster and dramatically simpler; see our Claude + Salesforce solution. We implement both, so our recommendation follows your use case, not a license sale.
Agentforce or an off-platform agent builder like n8n or Zapier?
It depends on where the work lives. Agentforce fits a customer- or employee-facing conversation inside Salesforce, grounded in CRM data through the native permission model. Off-platform tools like n8n fit cross-system orchestration, any-LLM flexibility, and high volume without per-action metering, at the cost of owning governance and observability yourself. Often the best architecture uses both: Agentforce as the conversational surface, n8n as the cross-system engine behind it. We are a Salesforce partner and we run both in production, so the recommendation starts from where your work lives.
What makes an Agentforce implementation succeed?
Narrow scope, clean grounding data, and testing. The implementations we're brought in to rescue almost always launched too broad: a dozen topics, vague instructions, no adversarial testing. One well-instrumented use case that resolves cleanly beats ten that sort of work.
How long does an Agentforce implementation take?
A first production use case typically ships in weeks, not quarters: scoping and readiness first, then configuration, then a testing period we won't skip. Rushed agents cost more in customer trust than they save in calendar time.
Can Agentforce use our existing Flows and Apex?
Yes. Agent actions can invoke Flows, Apex, and external APIs, and that's usually where the real work happens. It's also where implementations quietly fail: untested automation behind an autonomous agent compounds. We build and test that layer with the same rigor we'd apply to any release.
How do you test an agent before customers see it?
Adversarially. We run the agent against scripted edge cases, off-topic and adversarial prompts, and real historical conversations, then review transcripts and tighten topics and guardrails. Launch is phased, with humans reviewing early conversations before autonomy widens.
What does Agentforce consulting cost?
Scope follows the decision and the first use case. In the initial consultation, we review the workflow, expected volume, current Salesforce foundation, and where the decision is stuck. From there, we recommend an advisory assessment, a defined implementation, or no Agentforce work yet.

Agentforce consultation

Choose the first Agentforce use case with confidence.

Discuss your Agentforce use caseEstimate Flex Credit usage

Free, 30 minutes, no obligation.

  • You leave with
  • Our first read on where your operation leaks time, live on the call
  • A straight answer on whether a full systems audit is worth it for you
  • If it is: the scope and the fixed price. If not: what to do instead

Runs dailyAI operating a live business, with hard limits