Agentforce
Use Cases

Get inspired with practical, custom use cases across industries, so you can tailor your agents to your business and customer needs.

See Agentforce in Action
Travel

Bring the in-store experience to life across digital commerce

Guide customers with relevant recommendations, making digital shopping feel as personal and engaging as visiting a store.

Financial Services, Healthcare & Life Sciences, Technology, Travel

Elevate customer service into an always-on, personal experience

Provide immediate, personalised support, allowing agents to resolve issues efficiently while strengthening customer relationships.

Financial Services, Healthcare & Life Sciences

Turn every customer touchpoint into a connected marketing journey

Deliver relevant recommendations and offers at every touchpoint, guiding customers through a personal, seamless journey.

Financial Services, Healthcare & Life Sciences, Technology, Manufacturing, Communications

Reimagine how sales engages leads from first contact

Engage every lead with timely, personalised responses, empowering sales reps to focus on opportunities most likely to close.

A smiling woman in a yellow jumper uses a smartphone alongside a Salesforce field   service scheduling dashboard showing a map and calendar view.
Consumer Products

Optimise field service operations in real time

Coordinate schedules, routes, and parts dynamically, keeping technicians productive and customers informed at every step.

Technology, Healthcare & Life Sciences, Financial Services, Professional Services, Retail, Manufacturing

Reinvent how recruiting works at scale

Deliver personalised candidate experiences, freeing recruiters to focus on high-value human interactions.

Manufacturing, Retail, Technology, Life Sciences, Consumer Goods, Professional Services

Transform supplier onboarding for operations teams

Streamline onboarding, applications, and credential checks, empowering teams to manage high volumes without delays or errors.

Sales rep reviewing AI-generated quotes and revenue analytics on a laptop with   Agentforce
Technology, Retail, Financial Services, Manufacturing, Communications

Maximise revenue in every sales interaction

Guide sellers with timely, relevant offers that help close faster and grow revenue.

Administrator automating workflows with Agentforce AI-powered flow   builder on a laptop
Technology, Financial Services, Manufacturing, Retail, Healthcare & Life Sciences, Professional Services

Simplify administrative work across the business

Remove manual tasks and busywork so teams can focus on higher-value work.

Sales professional reviewing Tableau Pulse analytics on mobile   and tablet with Salesforce CRM
Technology, Financial Services, Professional Services, Manufacturing, Healthcare & Life Sciences

Transform how sales and service teams prepare for conversations

Give teams a clear, shared view of accounts, priorities, and next steps so every interaction starts with confidence.

Employee getting HR support from Agentforce in Slack on a laptop
Technology, Financial Services, Manufacturing, Retail, Healthcare & Life Sciences, Professional Services

Run enterprise operations through conversation

Give operations teams a simple way to understand what’s happening, make decisions, and take action across the business.

Employee getting HR support from Agentforce in Slack on a laptop
Technology, Financial Services, Manufacturing, Retail, Healthcare & Life Sciences, Professional Services

Modernise employee support with HR

Help employees find answers, complete requests, and move faster without switching tools or searching across systems.

Healthcare provider reviewing patient health scores on mobile with Salesforce Data Cloud
Healthcare & Life Sciences

Streamline patient data management

Unify, update, and manage patient records efficiently so care teams have accurate, complete data when they need it.

Woman working at a laptop with an Agentforce donor engagement dashboard showing relationships, volunteering data, and demographic insights
Nonprofit

Strengthen donor engagement

Deliver personalised outreach and timely follow-ups that deepen relationships and increase giving.

Woman smiling at her phone with an Agentforce automotive AI dashboard and agent conversation panel in the background
Automotive

Monitor vehicle and fleet performance

Track insights across vehicles and fleets to proactively manage maintenance, usage, and performance.

Man holding a coffee and phone with an Agentforce case management and AI Work Summary panel showing a resolved transaction dispute
Financial Services

Resolve transaction disputes faster

Automate dispute intake, review, and resolution to reduce manual work and improve customer satisfaction.

Woman smiling at a laptop with an Agentforce case management and AI Summary panel open for a benefit application review
Public Sector

Simplify benefit application reviews

Compare application versions, access full histories, and streamline approvals with greater accuracy and speed.

Woman smiling at her phone with an Agentforce Summary panel showing activity data, email history, and a drafted follow-up email for a media and advertising sales account
Media

Help sales teams deliver better advertising proposals

Equip teams with data-driven recommendations to personalise pitches and close deals more effectively.

Man smiling at a tablet with an Agentforce sales forecast inspection panel showing open pipeline, new and won revenue, agent activity updates, and deal stages
Manufacturing

Turn forecast data into clear, actionable insights

Summarise performance, highlight trends, and flag risks so teams can adjust plans with confidence.

Woman smiling at her phone with an Agentforce Summary panel showing personalised offer recommendations based on inquiry type
Communications

Match customers with the right offers every time

Recommend the best pricing to improve satisfaction, conversion, and retention.

Frequently Asked Questions

An AI agent is more than just intelligent software. It's designed to learn and adapt to user interactions autonomously. This flexibility and continuous learning capability enable it to drive efficiencies while providing increasingly better support and solutions, making digital assistants an invaluable tool for improving customer experiences.

Agentforce enhances customer success by enabling humans and AI agents to work together seamlessly.

With Agentforce, you can build and customise autonomous AI agents to support your employees and customers 24/7, boosting efficiency, scalability and satisfaction.

Conversational AI enables machines to communicate with humans using natural language, facilitating interactions through chatbots, virtual assistants and other automated systems to improve customer service and engagement.