Agentforce for Associations & Nonprofits
Agentforce enables associations & nonprofits to automate key tasks like member support and engagement, driving efficiency and reducing administrative burdens. With AI-powered agents organizations can streamline processes and foster stronger connections.
AGENTFORCE FOR ASSOCIATIONS & NONPROFITS
Agentforce
Agentforce is Salesforce’s new AI-driven tool designed to create and deploy autonomous agents that can take action across organizational functions without human intervention. These AI agents use advanced reasoning capabilities to perform tasks such as enhancing member support, improve member retention, automate administrative tasks and optimizing marketing campaigns. Unlike traditional chatbots or AI copilots, Agentforce agents can independently execute workflows based on data triggers, business rules, or API signals, delivering 24/7 support and operational efficiency. Customizable with low-code and no-code tools, Agentforce enables organizations to scale operations and enhance customer experiences across industries.
Your Agentforce Implementation Partner
Systems Rewired delivers tailored solutions for designing, customizing, implementing, and supporting Agentforce to address your organization’s specific goals. Whether you’re an association aiming to grow and retain your membership or a nonprofit focused on driving greater impact, we’re ready to partner with you. Our services include:
Solution Design
We work closely with you to understand your organization’s goals and challenges. Our team then designs a tailored Agentforce solution that optimizes productivity and meets your specific needs.
Customization
We adapt the functionality of Agentforce to fit seamlessly into your existing workflows. This ensures the AI tool delivers maximum value while addressing your unique organizational requirements.
Implementation
Our team manages the smooth deployment of Agentforce, ensuring minimal disruption to your operations. We focus on getting you up and running quickly while maintaining the integrity of your existing systems.
Training & Support
We provide comprehensive training to ensure your team is equipped to make the most of Agentforce. Ongoing support is available to resolve any challenges and optimize performance as your organization grows.
UNDERSTANDING HOW AGENTFORCE AGENTS WORK
What are Agentforce Agents?
An Agentforce agent is an autonomous AI tool designed to perform tasks and make decisions across business functions without requiring human intervention. These agents leverage advanced reasoning to execute workflows, such as resolving member inquiries, processing transactions, or managing data-driven operations. Fully customizable with low-code and no-code tools, agents can be tailored to specific industries and use cases, providing 24/7 support across multiple channels. By automating repetitive processes and responding to triggers like data changes or API signals, these agents enhance efficiency, scalability, and customer satisfaction.
Roles
Agentforce roles refer to the specific tasks and functions that autonomous AI agents are designed to perform within an organization. These roles are tailored to meet business needs across domains.
Prompts
Prompts are predefined instruction or query used to guide the AI in generating relevant responses or actions based on user input, helping automate and optimize customer interactions.
Actions
Actions are predefined tasks that an agent can perform in response to a trigger or instruction. For example, an agent might execute a flow, use a prompt template, or run an Apex process.
Data
Data encompasses the essential information an agent requires to perform its role effectively. This includes resources like company knowledge articles, AMS/CRM records, external data from Data Cloud, public websites, and other relevant sources.
Guidelines
Guidelines specify the boundaries of what an agent is permitted to do. These may include natural language instructions to escalate tasks to a human or built-in security measures provided by the Einstein Trust Layer.
Channels
Channels are where agents operate and complete tasks. These might include your organization’s website, AMS, CRM, mobile applications, collaboration tools like Slack, and other digital interfaces.
Marc Benioff, CEO of Salesforce, has expressed his strong belief in the future of AI, emphasizing the revolutionary potential of autonomous AI agents. He described this shift as “the third wave of AI,” highlighting the critical role of these agents in transforming business operations across various sectors. Benioff explained, “This is what AI was meant to be,” underscoring the importance of integrating AI to enhance productivity and deliver better business results.”
Reduce Workload
Agentforce will significantly reduce workload by automating repetitive tasks, allowing teams to focus on higher-value activities. This automation may also eliminate the need for staff to juggle multiple roles, wearing multiple hats, enhancing efficiency and productivity.
Augment & Expand Workforce
AI agents handle repetitive or time-consuming tasks, enabling employees to focus on higher-value work while effectively scaling operations without increasing headcount.
Improve Customer Experience
Agentforce improves customer experience by providing personalized, real-time support through AI-driven agents that respond quickly to inquiries and resolve issues autonomously.
Improve Operational Efficiency
Agentforce boosts operational efficiency by automating repetitive tasks, streamlining workflows, and enabling teams to focus on higher-value work, ultimately reducing costs and minimizing errors.
AGENTFORCE FOR ASSOCIATIONS AND NONPROFITS
Organizations are Adopting Agentforce
Organizations are adopting Agentforce because it allows them to significantly enhance operational efficiency and customer experience by leveraging AI-driven automation. With its ability to autonomously handle tasks like resolving member support cases, qualifying revenue opportunities, and managing complex workflows, Agentforce reduces the reliance on human intervention, freeing up valuable resources. Its advanced reasoning capabilities enable agents to make real-time decisions, while its seamless integration with Salesforce ensures that organizations can scale quickly and efficiently. By automating repetitive tasks and providing round-the-clock support, organizations can improve productivity, reduce costs, and deliver more personalized, responsive service to customers.
WE SHAPE THE FUTURE
Why Agentforce is a Game-Changer
Agentforce is more than just an AI tool — it’s a game-changing autonomous workforce built to drive operational efficiency and deliver measurable results. By integrating advanced AI capabilities with the Salesforce platform, Agentforce empowers organizations to automate and streamline critical tasks, all while minimizing the need for human intervention. Here’s what sets Agentforce apart:
Advanced Reasoning Capabilities
Agentforce uses sophisticated AI reasoning to make intelligent decisions and execute complex tasks, going beyond basic chatbots. It analyzes data and adapts to changing circumstances, allowing it to handle a wide range of business processes automatically and effectively.
Trigger-Based Actions
Agentforce agents act based on triggers like data changes, predefined business rules, or external signals through APIs. This allows them to respond in real-time, automating workflows and ensuring tasks are completed as soon as they’re needed.
Customizable and Scalable
With out-of-the-box agents like the Agentforce Service Agent, organizations can easily customize and scale their solutions. Tailor these agents or build others to specific needs with low-code tools that make adaptation simple and cost-effective.
Omnichannel Support
Agentforce operates seamlessly across all customer engagement channels, from websites to mobile apps and messaging platforms, providing 24/7 support. This omnichannel capability ensures consistent, efficient service for customers wherever they are.
AGENTFORCE: THE NEXT GEERATION OF SALESFORCE AI
Agentforce Powered by Einstein AI
Agentforce builds upon Salesforce’s Einstein AI, offering a specialized solution for creating autonomous, intelligent agents capable of managing complex tasks within the Salesforce platform. While Einstein AI provides a broad range of capabilities, such as lead scoring, predictions, and natural language processing, Agentforce takes AI functionality to the next level by focusing on independent decision-making and task execution. It represents the evolution of AI within Salesforce, leveraging Einstein’s foundation to deliver advanced automation and intelligence.
Data Cloud
Salesforce Data Cloud’s ability to unify data from various sources complements Agentforce, Salesforce’s AI-powered tool, by providing a rich, integrated dataset for improved decision-making. Agentforce leverages this data to enhance customer service, using AI to automate repetitive tasks, suggest intelligent actions, and provide real-time recommendations to agents. By analyzing data across systems—whether on or off Salesforce—Agentforce enables more personalized and efficient customer interactions, ultimately improving agent productivity and customer satisfaction.
Introducing Agentforce 2.0, an advanced AI solution built on Salesforce’s powerful platform, designed to enhance automation and reasoning across various organizational tasks. By utilizing the Atlas Reasoning Engine and Retrieval-Augmented Generation (RAG), it enables businesses to handle complex queries with precision, providing more contextually relevant and accurate responses.
Innovation never stops!
Agentforce 2.0
Agentforce 2.0 brings advanced reasoning capabilities to generative AI through its Atlas Reasoning Engine, which can now manage more complex tasks with greater accuracy. Utilizing Retrieval-Augmented Generation (RAG), the system pulls unstructured metadata from across the Salesforce platform to provide contextually rich and precise AI responses. This allows organizations to handle sophisticated queries—such as making personalized recommendations based on detailed customer data—without overburdening human agents, ultimately saving time and boosting efficiency.
Learn More about Agentforce
Frequently asked Questions
Agentforce for Associations & Nonprofits
What is Agentforce?
Agentforce is Salesforce’s advanced AI tool designed to create and deploy autonomous agents that can perform tasks, make decisions, and take action without human intervention. These agents use advanced reasoning to enhance efficiency, streamline operations, and improve customer experiences.
What makes Agentforce different from traditional AI solutions?
Agentforce is unique in its ability to operate autonomously, using advanced reasoning to execute complex tasks. Unlike basic chatbots or AI copilots, agents can take action based on triggers, data changes, or predefined rules without human input.
How does Systems Rewired support organizations adopting Agentforce?
Systems Rewired provides end-to-end support for Agentforce implementations including ongoing optimization and technical support, needs assessment and strategy, agent customization and configuration, integrations, and training and onboarding.
Why Choose Us
Systems Rewired provides comprehensive implementation and support for Agentforce, helping associations and nonprofits seamlessly integrate and optimize this powerful AI tool. Our team ensures that Agentforce enhances operational efficiency, improves engagement, and drives mission-focused outcomes through tailored solutions and ongoing management.
Experts
For more than two decades, we have been delivering technology consulting services to the association and nonprofit sector.
Offerings
Our flexible service offerings are tailored to meet the unique needs of associations and nonprofits, ensuring the right AI-powered solutions for every situation.
Resources
Our resources are fully certified on Agentforce, bringing deep expertise in leveraging its AI-powered capabilities for your organization’s unique needs.
Mitigate Risk
Our goal is to mitigate risks and minimize the impact of potential challenges, providing associations and nonprofits with a safer, more secure, and reliable experience.
Time to Market
Our domain expertise and resources enable us to deliver projects faster and more cost-effectively, offering significant value to associations and nonprofits.
Cost Effective
Our commitment to delivering cost-effective solutions guarantees that associations and nonprofits receive the highest value from our services.