Speaking twice at Dreamforce · Sept 15-17 →

Salesforce MVP Hall of Fame · Certified Partner since 2010

A Salesforce-native agent, only when the desk is here.

The first week is in the org, reading what already exists. Agentforce inherits sharing, topics, and actions. We implement it when service, sales, or internal queries live in the CRM. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

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Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

Runtime questions

Enablement

Turn it on in the org. Then govern it.

Connected apps, Einstein, and topics are the floor. They are not the program.

Retrieval

One matching shape, more than one desk.

Graph for relationships. Vectors for similarity. MCP tools behind a gateway. Same shape at more than one desk.

Questions

What we actually say.

Is Agentforce the same as Einstein Copilot?
No. Einstein recommends. Agentforce acts. If a partner conflates them, they have not shipped this.
Do we need Data Cloud first?
You need grounded, permissioned context. Sometimes that is Data Cloud. Sometimes it is clean Knowledge and a sharing model that already works. We will not quote a build before that check.
When do you refuse Agentforce?
When the work spans tools Salesforce does not hold, when the system of record is a warehouse or ERP, or when you need a model Salesforce will not host. Then we assemble a custom stack, often Claude, and connect it.
Can a Slack-first team run Agentforce?
Yes. Agentforce now runs inside Slack, so the team asks in the channel and the agent answers from Salesforce with Salesforce permissions. That fits when the work and permissions live in Salesforce. When the job spans other tools, we put Claude or a custom agent in Slack instead.

The brief · one email

Name the desk. Name the record.

We will tell you Agentforce, a custom runtime, or neither.